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
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.
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
Among its reported 2023 grants, the largest include Community Foundation of New Jersey ($81,447).
| Recipient | Purpose | Amount |
|---|---|---|
| COMMUNITY FOUNDATION OF NEW JERSEY MORRISTOWN, NJ | GENERAL | $81,447 |
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
Frequently Asked Questions
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.
What size grants does Bakerville Foundation award?
In 2023, Bakerville Foundation awarded 1 grants totaling $81K — an average of about $81K per grant, based on its IRS Form 990 filings.
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.
Explore Open Grants
Browse active grant opportunities in Bakerville Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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