Bakerville Foundation

Foundation · Grantmaker Captiva, FL EIN: 85-2256268

Bakerville Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

Key facts about Bakerville Foundation

In short: Bakerville Foundation gave $81K across 1 grant in 2023 (avg $81K), mostly in New Jersey. Source: 2023 IRS Form 990-PF.

EIN
85-2256268
Latest 990 filing
Form 990-PF, 2023
Annual giving (2023)
$81,447
Grants made (2023)
1
Average grant
$81,447
Median grant
$81,447
Primary geography
New Jersey (100% of itemized 2023 grant dollars)

Data from IRS Form 990-PF, 2023; updated September 2026.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$81K

-90.4% YoY

Grant Count

1

-50.0% YoY

Avg Grant Size

$81K

-80.7% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of all 1 itemized 2023 grant dollars.

Cities

MorristownFairfieldMiddleburyNew BedfordNewarkNewingtonYarmouth

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M0 grants20205 grants20212 grants20221 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2023

Community Foundation of New Jersey: $81KCommunity Foundation of NewJersey$81K

Grant Size Distribution

8 grants across all recorded years

6<$50K1$50–100K$100–250K$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
COMMUNITY FOUNDATION OF NEW JERSEY Morristown, NJGENERAL$81,447

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020202120222023
Metric202320222021
Total Assets—$97,577$971,006
Revenue$3$-16,905$28,074
Expenses$92,579$861,524$68,435
Qualifying Distributions$92,482$846,249$50,500
Net Investment Income$3$7,008$27,446
Distributable Amount$2,692$35,778$52,607

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2023

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.

What is Bakerville Foundation?

Bakerville Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Captiva, FL. It holds — in total assets as of 2023.

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.

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