2026-05-12T09:55:48-07:00 2025-12-31 Steven B Walters CPA 200 67th Street Virginia Beach VA 23451 990PF 2025-01-01 203991889 BAER FAMILY FOUNDATION INC BAER 5617024443 2030 W 33RD AVE DENVER CO 80211 DAVID B BAER PRESIDENT 5617024443 2026-05-04 true Steven B Walters P00503757 7574776908 2026-05-12 X 2025 2025-03-06 01:10:19Z X 627466 X X 16970 16970 35320 59382 35320 0 0 52290 52290 0 1000 1000 0 643 643 0 2840 2840 4483 4483 0 30272 30272 34755 4483 30272 17535 47807 959 3370 3370 0 0 0 569256 584380 624096 0 0 0 0 570215 587750 627466 0 0 0 0 0 X 570215 587750 570215 587750 570215 587750 570215 17535 587750 587750 147.56 SH ALGER SPECTRA FUND P 2018-12-18 2025-11-06 5864 0 2810 3054 0 0 0 3054 28.085 SH ALLSPRING GROWTH FUND P 2018-12-10 2025-11-06 1439 0 1028 411 0 0 0 411 72.721 SH BOSTON PARTNERS L/S RES FD P 2014-01-27 2025-05-20 1030 0 1029 1 0 0 0 1 353.363 SH BOSTON PARTNERS L/S RES FD P 2014-01-27 2025-11-06 5339 0 5031 308 0 0 0 308 16.046 SH FIRST EAGLE GLOBAL FDS P 2011-09-22 2025-05-20 1209 0 707 502 0 0 0 502 81.77 SH FIRST EAGLE GLOBAL FDS P 2011-09-22 2025-11-06 6889 0 3603 3286 0 0 0 3286 99.426 SH NUVEEN GLOBAL INFRA FD P 2009-11-25 2025-05-20 1260 0 823 437 0 0 0 437 279.993 SH NUVEEN GLOBAL INFRA FD P 2010-12-20 2025-11-06 3643 0 2488 1155 0 0 0 1155 39.252 SH NUVEEN NWQ GLOBAL EQ INC FD P 2012-10-08 2025-05-20 1502 0 1150 352 0 0 0 352 165.238 SH NUVEEN NWQ GLOBAL EQ INC FD P 2013-03-14 2025-11-06 6826 0 4893 1933 0 0 0 1933 41.426 SH PIMCO GNMA & GOVT SEC FD P 2011-09-22 2025-04-22 381 0 500 -119 0 0 0 -119 CAPITAL GAIN DISTRIBUTIONS P 2012-07-01 2025-12-31 24000 0 0 24000 0 0 0 24000 35320 665 0 665 0 665 0 X 33 698 0 false false false false false false false true true MD true false false false false true N/A DAVID B BAER 5617024443 2030 W 33RD AVE UNIT 2 DENVER CO 80211 false false false false false false false false false false false false false false false false false false false false DAVID B BAER 2030 W 33RD AVE UNIT 2 DENVER CO 80211 PRESIDENT 3.00 0 0 0 JUSTIN M BAER 8504 BURNING TREE ROAD BETHESDA MD 20817 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 611105 6361 0 617466 0 617466 9262 608204 30410 30410 665 665 29745 29745 29745 30272 30272 29745 8444 30272 8444 0 21828 0 0 0 0 0 7917 0 0 0 0 0 0 0 NONE NONE X SULAM 13300 ARCTIC AVENUE ROCKVILLE MD 20853 PC UNRESTRICTED GIFT 5000 CHABAD OF ASPEN 435 W MAIN ST ASPEN CO 81611 PC UNRESTRICTED GIFT 15000 CHARLES E SMITH JEWISH DAY SCHOOL 1901 EAST JEFFERSON STREET ROCKVILLE MD 20852 PC UNRESTRICTED GIFT 7772 BULLIS SCHOOL 10601 FALLS ROAD POTOMAC MD 20854 PC UNRESTRICTED GIFT 2500 30272 14 16970 18 35320 52290 52290 false false false false false false false false false false FIRST EAGLE GLOBAL FUND 39565 55809 NUVEEN GLOBAL EQUITY INC FD 42969 64603 NUVEEN GLOBAL INFRASTRUCTURE FD 66950 76573 ALLSPRING GROWTH FUND 24781 23034 PIMCO GNMA FUND 67774 58664 HODGES SMALL CAP GROWTH FUND 26468 28856 VICTORY RS INVESTORS FUND 19592 24072 VICTORY RS MID CAP GROWTH FD 15280 17153 STATE OF ISRAEL BOND 35000 34958 ALGER SPECTRA FUND 29301 40647 BLACKROCK STRATEGIC GLOBAL BD FD 35905 33610 BOSTON PARTNERS L/S RESEARCH FD 99956 96140 PGIM TOTAL RETURN BOND FD 80839 69977 MANAGEMENT FEES 2840 2840 IRS EXCISE TAX 643 643