Jackson Baker Scholarship Trust

COLDWATER, MI EIN: 37-6598259

Jackson Baker Scholarship Trust is a private foundation focused on Education, based in COLDWATER, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $531K in total assets. In 2024, it awarded 16 grants totaling $25K. Net investment income was $22K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$531K

-1.2% YoY

Annual Giving

$25K

+6.4% YoY

Grant Count

16

-11.1% YoY

Avg Grant Size

$2K

+19.7% YoY

Under IRS private-foundation payout rules, Jackson Baker Scholarship Trust reported a distributable amount of $29K for 2024 — the minimum it must pay out in qualifying distributions.

About Jackson Baker Scholarship Trust

Based on IRS filings

Jackson Baker Scholarship Trust is a private foundation focused on Education, based in COLDWATER, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $531K in total assets. In 2024, it awarded 16 grants totaling $25K. Net investment income was $22K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

States

Cities

Burr OakCirclevilleKalamazooMendonSturgisWhite Pigeon

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$11K$22K$32K$43K20202021202220232024
Metric202420232022
Total Assets$531,044$537,687$535,556
Revenue$25,420$31,913$17,007
Expenses$32,063$29,782$37,227
Qualifying Distributions$28,573$26,453$33,452
Net Investment Income$22,119$17,568$21,899
Distributable Amount$29,408$27,549$29,514

Giving Over Time

Total grant dollars and number of grants per year

$0$8K$15K$23K$30K9 grants202010 grants202125 grants202218 grants202316 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CHRISTIAN PERRY$2KZACHARY GREEN$2KGIBSON CARY$2KOLIVIA FEYES$2KKRISH PATEL$2KLILLIANA LUNA-LILLY$2KRYLEE CARVER$2KRILEY EICHER$2KGRADY MILLER$2KMARISOL FLORES-MONTOYA$1K

Grant Size Distribution

78 grants across all recorded years

78<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Christian Perry ($2,000), Zachary Green ($2,000), Gibson Cary ($2,000).

RecipientPurposeAmount
CHRISTIAN PERRY STURGIS, MICOLLEGE SCHOLARSHIP$2,000
ZACHARY GREEN STURGIS, MICOLLEGE SCHOLARSHIP$2,000
MARISOL FLORES-MONTOYA STURGIS, MICOLLEGE SCHOLARSHIP$1,000
GIBSON CARY STURGIS, MICOLLEGE SCHOLARSHIP$2,000
PAOLA MUNDO STURGIS, MICOLLEGE SCHOLARSHIP$1,000
ADISON NETTLEMAN STURGIS, MICOLLEGE SCHOLARSHIP$1,000
OLIVIA FEYES STURGIS, MICOLLEGE SCHOLARSHIP$2,000
KRISH PATEL STURGIS, MICOLLEGE SCHOLARSHIP$2,000
LILLIANA LUNA-LILLY STURGIS, MICOLLEGE SCHOLARSHIP$2,000
RYLEE CARVER STURGIS, MICOLLEGE SCHOLARSHIP$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
COURTNEY PATRICKMEMBER1
JIMMY LAMBMEMBER1
TERRI BAUMEISTERMEMBER1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Jackson Baker Scholarship Trust?

Jackson Baker Scholarship Trust is a private foundation focused on Education, based in COLDWATER, MI. It holds $531K in total assets as of 2024.

How large is Jackson Baker Scholarship Trust?

As of 2024, Jackson Baker Scholarship Trust holds $531K in total assets with $25K in annual revenue. It awarded 16 grants totaling $25K in 2024.

Where does Jackson Baker Scholarship Trust operate?

Jackson Baker Scholarship Trust has awarded grants in Michigan, Ohio.

What size grants does Jackson Baker Scholarship Trust award?

In 2024, Jackson Baker Scholarship Trust awarded 16 grants totaling $25K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Jackson Baker Scholarship Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jackson Baker Scholarship Trust reported a distributable amount of $29K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jackson Baker Scholarship Trust's EIN?

Jackson Baker Scholarship Trust's EIN (Employer Identification Number) is 37-6598259. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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