Bakerville Foundation
Bakerville Foundation is a private foundation, based in Captiva, FL. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grant totaling $81K. Net investment income was $3.
Bakerville Foundation at a glance
In short: Bakerville Foundation gave $81K across 1 grant in 2023 (avg $81K), mostly in New Jersey. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $81,447
- -90.4% vs 2022
- Grants made (2023)
- 1
- -50.0% vs 2022
- Average grant
- $81,447
- -80.7% vs 2022
- Median grant
- $81,447
- Primary geography
- New Jersey (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Bakerville Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2023
The largest 2023 recipient was Community Foundation of New Jersey ($81K).
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 6 grants of 8 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2023 grant dollars on its one itemized grant.
Cities
How Bakerville Foundation gives
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2023, annual grant giving ranged from $50K (2021) to $846K (2022). In 2023 it made 1 grant totaling $81K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Foundation of New Jersey Morristown, NJ | General | $81,447 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $3 | $92,579 | $81,447 | 1 | $92,482 | $3 | $2,692 |
| 2022 | $97,577 | $-16,905 | $861,524 | $846,114 | 2 | $846,249 | $7,008 | $35,778 |
| 2021 | $971,006 | $28,074 | $68,435 | $50,000 | 5 | $50,500 | $27,446 | $52,607 |
| 2020 | $1,011,367 | $1,044,004 | $32,637 | — | — | — | $621,124 | — |
Under IRS private-foundation payout rules, Bakerville Foundation reported a distributable amount of $3K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bakerville Foundation's 2023 filing lists 5 officers; none of the 5 officers listed in 2023 report compensation.
Officers on the 2023 filing
David Lk Jeffrey
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Joel M. Jeffrey
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Silas J. Jeffrey
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Zoe Jeffrey Stoesser
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Beth Jeffrey
Trustee
On filings since 2021
2 hrs/week
No compensation reported
Former officers (2)
- Former: Hope K. Jeffrey (2020–2022) — Trustee
- Former: Patrick A. Jeffrey (2020) — Trustee
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bakerville Foundation
How much does Bakerville Foundation give each year?
Bakerville Foundation gave $81K across 1 grant in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $846K across 2 grants.
Where does Bakerville Foundation operate?
Bakerville Foundation has awarded grants in Connecticut, Massachusetts, Maine, New Jersey.
How much is Bakerville Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Bakerville Foundation reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bakerville Foundation's EIN?
Bakerville Foundation's EIN (Employer Identification Number) is 85-2256268. IRS Form 990 filing data is available on this page for 2020–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
Live grants for the work Bakerville Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Bakerville Foundation's focus areas in our free grants database
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