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 grants totaling $81K. Net investment income was $3.
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
About Bakerville Foundation
Based on IRS filings
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 grants totaling $81K. Net investment income was $3.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| 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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2023
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID LK JEFFREY | TRUSTEE | 2 | — |
| BETH JEFFREY | TRUSTEE | 2 | — |
| JOEL M JEFFREY | TRUSTEE | 2 | — |
| SILAS J JEFFREY | TRUSTEE | 2 | — |
| ZOE JEFFREY STOESSER | TRUSTEE | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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