Shott-Baker Family Foundation Inc

Foundation · Grantmaker Bluefield, WV EIN: 84-4000525

Shott-Baker Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Bluefield, WV. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $263K in total assets. In 2024, it awarded 13 grants totaling $21K. Net investment income was $43K.

Key facts about Shott-Baker Family Foundation Inc

EIN
84-4000525
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$21,000
Grants made (2024)
13
Average grant
$1,615
Median grant
$1,000
Total assets
$262,752
Primary geography
West Virginia (48% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Shott-Baker Family Foundation Inc funds

By grant dollars, the top recipient states for Shott-Baker Family Foundation Inc's 13 itemized 2024 grants were West Virginia (48%), North Carolina (22%) and New York (20%). The most frequent recipient cities were Bluefield, WV (5 grants) and New York, NY (3 grants). None of its 13 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable" (11 grants).

How Shott-Baker Family Foundation Inc gives

  • 100% of 2024 grantees were also funded in 2023. Method
  • Giving grew 68% from 2021 to 2024. Method
  • In 2024 it paid out 111% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$263K

+29.9% YoY

Annual Giving

$21K

+23.5% YoY

Grant Count

13

+0.0% YoY

Avg Grant Size

$2K

+23.5% YoY

Under IRS private-foundation payout rules, Shott-Baker Family Foundation Inc reported a distributable amount of $19K for 2024 — the minimum it must pay out in qualifying distributions.

About Shott-Baker Family Foundation Inc

Based on IRS filings

Shott-Baker Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Bluefield, WV. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $263K in total assets. In 2024, it awarded 13 grants totaling $21K. Net investment income was $43K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of all 13 itemized 2024 grant dollars.

Cities

BluefieldNew YorkBrooklynDavidsonLewisburgSanta RosaCharlestonPetaluma

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$43K$86K$130K$173K20202021202220232024
Metric202420232022
Total Assets$262,752$202,239$201,976
Revenue$86,199$21,362$15,457
Expenses$25,686$21,099$21,796
Qualifying Distributions$21,000$17,000$17,100
Net Investment Income$42,610$18,004$12,310
Distributable Amount$18,917$16,690$17,042

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$11K$16K$21K1 grants202010 grants202113 grants202213 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Davidson College: $5KDavidson College$5KCommunity Foundation of the Virginias: $4KCommunity Foundation of theVirginias$4KNew York Times Neediest Cases Fund: $3KNew York Times Neediest CasesFund$3KRedwood Empire Food Bank: $2KRedwood Empire Food Bank$2KDavis-Stuart Inc: $2KDavis-Stuart Inc$2KBluefield Primary School: $1KBluefield Primary School$1KBluefield Union Mission: $1KBluefield Union Mission$1KCraft Memorial Library: $1KCraft Memorial Library$1KMountain State Spotlight Inc: $1KMountain State Spotlight Inc$1KBraver Angels: $500Braver Angels$500

Grant Size Distribution

50 grants across all recorded years

50<$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 recipients include Davidson College ($4,600), Community Foundation of the Virginias ($3,700), New York Times Neediest Cases Fund ($2,700).

RecipientPurposeAmount
DAVIDSON COLLEGE Davidson, NCEDUCATIONAL$4,600
COMMUNITY FOUNDATION OF THE VIRGINIAS Bluefield, WVCHARITABLE$3,700
NEW YORK TIMES NEEDIEST CASES FUND New York, NYCHARITABLE$2,700
REDWOOD EMPIRE FOOD BANK Santa Rosa, CACHARITABLE$2,100
DAVIS-STUART INC Lewisburg, WVCHARITABLE$2,000
BLUEFIELD PRIMARY SCHOOL Bluefield, WVEDUCATIONAL$1,000
BLUEFIELD UNION MISSION Bluefield, WVCHARITABLE$1,000
CRAFT MEMORIAL LIBRARY Bluefield, WVCHARITABLE$1,000
MOUNTAIN STATE SPOTLIGHT INC Charleston, WVCHARITABLE$1,000
BRAVER ANGELS New York, NYCHARITABLE$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Burke Herbert Bank — Trustee: $3KBurke Herbert BankTrustee$3K

From 2024 IRS filing

NameTitleHoursCompensation
John H ShottPresident1—
Burke Herbert BankTrustee1$3,346

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Shott-Baker Family Foundation Inc?

Shott-Baker Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Bluefield, WV. It holds $263K in total assets as of 2024.

How large is Shott-Baker Family Foundation Inc?

As of 2024, Shott-Baker Family Foundation Inc holds $263K in total assets with $86K in annual revenue. It awarded 13 grants totaling $21K in 2024.

Where does Shott-Baker Family Foundation Inc operate?

Shott-Baker Family Foundation Inc has awarded grants in California, North Carolina, New York, West Virginia.

What size grants does Shott-Baker Family Foundation Inc award?

In 2024, Shott-Baker Family Foundation Inc awarded 13 grants totaling $21K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Shott-Baker Family Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Shott-Baker Family Foundation Inc reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Shott-Baker Family Foundation Inc's EIN?

Shott-Baker Family Foundation Inc's EIN (Employer Identification Number) is 84-4000525. IRS Form 990 filing data is available on this page for 2020–2024.

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

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