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The Baker Family Trust

Private foundation · Grantmaker Wellesley, MA EIN: 04-6628772 Website

The Baker Family Trust is a private foundation based in Wellesley, Massachusetts. It supports charitable organizations; its website describes the Baker Family Foundation as providing funding and support to nonprofits in the United States and around the world.

Key facts about The Baker Family Trust

In short: The Baker Family Trust gave $3.7M across 19 grants in 2024 (avg $195K), mostly in District of Columbia. 26% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
04-6628772
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$3,702,900
Grants made (2024)
19
Average grant
$194,889
Median grant
$10,000
New grantees (estimate)
26% first-time grantees (5 of 19, 2024)
Total assets
$4,273,752
Primary geography
District of Columbia (69% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.3M

-21.0% YoY

Annual Giving

$3.7M

+16.7% YoY

Grant Count

19

+35.7% YoY

Avg Grant Size

$195K

-14.0% YoY

Under IRS private-foundation payout rules, The Baker Family Trust reported a distributable amount of $628K for 2024 — the minimum it must pay out in qualifying distributions.

Is The Baker Family Trust open to new grantees?

26%

first-time grantees, 2024

In 2024, 5 of 19 grantees (26%) were first-time recipients. First grants averaged $9K; repeat grants $261K. How we count

Medians: $10K first-time, $10K repeat.

  • 58% of 2024 grantees were also funded in 2023. Method
  • Giving grew 41% from 2021 to 2024. Method
  • In 2024 it paid out 590% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The Baker Family Foundation says its mission is to help make the world a better place by developing effective ways to create awareness and communicate ideas and knowledge. Its website also describes the foundation and its board as directly involved in community projects.

Grantees’ own mission statements illustrate the range of organizations supported. Georgetown University describes its work in terms of intellectual, ethical, and spiritual understanding, justice, and the common good. The Esplanade Association says it works to enhance the Charles River Esplanade, preserve green space, and build community through programs. NAMI Cape Cod describes providing support, education, and advocacy for people affected by mental illnesses and neurological disorders. Other 2024 recipients include organizations whose stated missions address disability self-sufficiency, domestic-violence survivor support, and safe, affordable housing.

Grantmaking

In 2024, the trust awarded 19 grants totaling $3,702,900. Grant amounts ranged from $250 to $2,500,000, with a median of $10,000. Its largest reported grants were $2,500,000 to Georgetown University and $1,000,000 to Mass General Hospital, both designated as “unrestricted gift.” Other notable grants included $50,000 each to Heritage Museums & Gardens and Trinity Washington University.

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Geographic Focus

Where this funder awards grants

The trust’s 2024 grant dollars were reported as 69% to recipients in the District of Columbia, 30% to Massachusetts, and 1% to Florida. Its largest 2024 awards went to organizations in Washington, DC, and Boston, Massachusetts.

Grant Distribution by State

5states

Share of 2024 grant dollars across all 19 itemized grants.

Cities

BostonHyannisWashingtonOstervillePalm BeachDuxburyWalthamBraintreeNortonNatickSandwichWest Palm BeachWestonApopkaBloomfieldBostobFalmouthNew YorkNewtonWatertown

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M25 grants2020 24 grants2021 21 grants2022 14 grants2023 19 grants2024

From 2020 to 2024, annual grant giving ranged from $2.6M (2020) to $3.7M (2024). In 2024 it made 19 grants totaling $3.7M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Georgetown University: $2.5MGeorgetown University$2.5MMass General Hospital: $1.0MMass General Hospital$1.0MHeritage Museums & Gardens: $50KHeritage Museums & Gardens$50KTrinity Washington University: $50KTrinity Washington University$50KPalm Beach Symphony: $15KPalm Beach Symphony$15KThe Society for the Four Arts: $10KThe Society for the Four Arts$10KCape Cod Healthcare: $10KCape Cod Healthcare$10KEsplanade Association: $10KEsplanade Association$10KOyster Harbors Club Employee Scholarship Fund: $10KOyster Harbors Club EmployeeScholarship Fund$10KThe Joey Fund: $10KThe Joey Fund$10K

The largest 2024 recipient was Georgetown University ($2.5M). Together the top 10 received $3.7M.

Grant Size Distribution

103 grants across all recorded years

81<$50K7$50–100K6$100–250K1$250–500K2$500K–1M6$1–5M$5M+

The most common grant size was under $50K: 81 grants of 103 (79%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Georgetown University Washington, DCUnrestricted Gift$2,500,000
Mass General Hospital Boston, MAUnrestricted Gift$1,000,000
Heritage Museums & Gardens Sandwich, MAUnrestricted Gift$50,000
Trinity Washington University Washington, DCUnrestricted Gift$50,000
Palm Beach Symphony West Palm Beach, FLUnrestricted Gift$15,000
The Society for the Four Arts PALm BEACH, FLUnrestricted Gift$10,000
Cape Cod Healthcare Hyannis, MAUnrestricted Gift$10,000
Esplanade Association Boston, MAUnrestricted Gift$10,000
Oyster Harbors Club Employee Scholarship Fund Osterville, MAUnrestricted Gift$10,000
The Joey Fund Boston, MAUnrestricted Gift$10,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grant sum Grant count
2024 $4,273,752 $3,349,000 $4,024,200 $3,702,900 19
2023 $5,411,123 $4,162,742 $3,459,667 $3,172,200 14
2022 $6,806,885 $2,673,658 $3,256,001 $3,096,950 21
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$4,273,752$5,411,123$6,806,885
Revenue$3,349,000$4,162,742$2,673,658
Expenses$4,024,200$3,459,667$3,256,001
Qualifying Distributions$3,702,900$3,172,200$3,096,950
Net Investment Income$1,008,750—$2,563,924
Distributable Amount$628,041$563,634$404,708

Data update history

When this profile's IRS filing data changed on Grantable

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

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Jon M. Baker and Patricia C. Baker as trustees.

The Baker Family Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Jon M. Baker

    Trustee

    On filings since 2020

    No compensation reported

  • Patricia C. Baker

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 888 Worcester Street Ste 130, Wellesley, MA 02482
Phone: (781) 237-3331
Website: https://thebakerfamilyfoundation.org

Frequently asked questions about The Baker Family Trust

How much does The Baker Family Trust give each year?

The Baker Family Trust gave $3.7M across 19 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3.2M across 14 grants.

What is The Baker Family Trust's typical grant size?

The Baker Family Trust's median grant in 2024 was $10,000, and its average grant was $194,889, across 19 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Baker Family Trust that year got $9K on average.

Where does The Baker Family Trust give grants?

The Baker Family Trust gives mostly in District of Columbia: 69% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (30%). The most frequent recipient cities were Boston, MA (5 grants), Hyannis, MA (3 grants), Washington, DC (2 grants) and Osterville, MA (2 grants).

Does The Baker Family Trust give general operating support?

Yes: 100% of The Baker Family Trust's 2024 grants with a stated purpose (19 of 19) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are The Baker Family Trust's largest grantees?

The Baker Family Trust's largest 2024 grantees include Georgetown University ($2,500,000), Mass General Hospital ($1,000,000) and Heritage Museums & Gardens ($50,000), according to its 2024 IRS Form 990-PF. Together they received 96% of its itemized 2024 grant dollars.

How large is The Baker Family Trust?

The Baker Family Trust reported $4.3M in total assets on its 2024 IRS Form 990-PF. It paid out $3.7M in qualifying distributions that year, against a required minimum of $628K (roughly 5% of its investment assets).

What does The Baker Family Trust fund?

The Baker Family Foundation says its mission is to help make the world a better place by developing effective ways to create awareness and communicate ideas and knowledge. Its website also describes the foundation and its board as directly involved in community projects. See mission & focus areas ↑

How do I apply for a grant from The Baker Family Trust?

The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is The Baker Family Trust's EIN?

The Baker Family Trust's EIN (Employer Identification Number) is 04-6628772. IRS Form 990 filing data is available on this page for 2020–2024.

Does The Baker Family Trust accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

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