Nonprofit · EIN 85-3327501
ANNE M BAKER CHARITABLE TRUST
Tax-exempt · PERU, IL 61354
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $98,570 | $271,324 | -$172,754 | $2,444,189 | $0 | $2,444,189 |
| December 31, 2024 | 990-PF | $129,395 | $239,469 | -$110,074 | $2,616,943 | $0 | $2,616,943 |
| December 31, 2023 | 990-PF | $82,104 | $232,491 | -$150,387 | $2,727,017 | $0 | $2,727,017 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Interest
- $98,570
Expenses
- Grants and similar amounts paid
- $261,000
- Compensation of officers, directors and key employees
- $4,500
- Disbursements for charitable purposes
- $261,000
- Excise tax on investment income
- $1,227
Balance sheet and other
- Total assets, start of year
- $2,616,943
- Total assets, end of year
- $2,444,189
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,444,189
- Fair market value of assets
- $2,455,545
- Qualifying distributions
- $261,000
- Net investment income
- $98,570
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RORIE J SCHWEICKERT 925 SHOOTING PARK ROAD, PERU, IL 61354 | DIRECTOR | 1 | $1,500 |
| JOSEPH D HOGAN 1910 JUNIPER DRIVE, PERU, IL 61354 | DIRECTOR | 1 | $1,500 |
| PASTOR TOM REDIG 2020 LUTHER DRIVE, PERU, IL 61354 | DIRECTOR | 1 | $1,500 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RORIE J SCHWEICKERT 925 SHOOTING PARK ROAD, PERU, IL 61354 | DIRECTOR | 1 | $1,500 |
| JOSEPH D HOGAN 1910 JUNIPER DRIVE, PERU, IL 61354 | DIRECTOR | 1 | $1,500 |
| PASTOR TOM REDIG 2020 LUTHER DRIVE, PERU, IL 61354 | DIRECTOR | 2 | $1,500 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RORIE J SCHWEICKERT 925 SHOOTING PARK ROAD, PERU, IL 61354 | DIRECTOR | 1 | $1,500 |
| JOSEPH D HOGAN 1910 JUNIPER DRIVE, PERU, IL 61354 | DIRECTOR | 1 | $1,500 |
| PASTOR TOM REDIG 2020 LUTHER DRIVE, PERU, IL 61354 | DIRECTOR | 2 | $1,500 |
Address and contacts
- Address (IRS master file)
- 925 SHOOTING PARK RD, PERU, IL 61354-1872
- In care of
- % RORIE SCHWEICKERT
- Signed the 990-PF
- THOMAS REDIG, SECRETARY
- Phone
- (815) 223-4011
- Website
- WWW.ANNEMBAKERCHARITIES.COM
- Return prepared by
- RORIE J SCHWEICKERT CPA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 85-3327501
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,444,189
- Income (IRS master file)
- $98,570
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $98,570 | $271,324 | $2,444,189 | XML |
| 990-PF | December 2024 | $129,395 | $239,469 | $2,616,943 | XML |
| 990-PF | December 2023 | $82,104 | $232,491 | $2,727,017 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-3327501).
Questions about ANNE M BAKER CHARITABLE TRUST
- What is the EIN of ANNE M BAKER CHARITABLE TRUST?
- The employer identification number (EIN) of ANNE M BAKER CHARITABLE TRUST is 85-3327501.
- Is ANNE M BAKER CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to ANNE M BAKER CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNE M BAKER CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNE M BAKER CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANNE M BAKER CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ANNE M BAKER CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $1,500 (RORIE J SCHWEICKERT, DIRECTOR).
- How much revenue does ANNE M BAKER CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $98,570, expenses of $271,324 and total assets of $2,444,189 at year end.
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