The Baker Family Trust
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.
The Baker Family Trust at a glance
In short: The Baker Family Trust gave $3.7M across 19 grants in 2024 (avg $195K), mostly in District of Columbia. 21% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $3,702,900
- +16.7% vs 2023
- Grants made (2024)
- 19
- +35.7% vs 2023
- Average grant
- $194,889
- -14.0% vs 2023
- Median grant
- $10,000
- Total assets
- $4,273,752
- -21.0% vs 2023
- New grantees (estimate)
- 21% first-time grantees (4 of 19, 2024; small sample)
- Primary geography
- District of Columbia (69% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Baker Family Trust
- 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.
- Contact
Mailing address: 888 Worcester Street Ste 130, Wellesley, MA 02482
Phone: (781) 237-3331
Website: https://thebakerfamilyfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Baker Family Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
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
The most common grant size was under $50K: 81 grants of 103 (79%).
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
Share of 2024 grant dollars across all 19 itemized grants.
Cities
Is The Baker Family Trust open to new grantees?
21%
first-time grantees, 2024
In 2024, 4 of 19 grantees (21%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $8K; repeat grants $245K. How we count
Medians: $8K 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Georgetown University Washington, DC | Unrestricted Gift | $2,500,000 |
| Mass General Hospital Boston, MA | Unrestricted Gift | $1,000,000 |
| Heritage Museums & Gardens Sandwich, MA | Unrestricted Gift | $50,000 |
| Trinity Washington University Washington, DC | Unrestricted Gift | $50,000 |
| Palm Beach Symphony West Palm Beach, FL | Unrestricted Gift | $15,000 |
| The Society for the Four Arts PALm BEACH, FL | Unrestricted Gift | $10,000 |
| Cape Cod Healthcare Hyannis, MA | Unrestricted Gift | $10,000 |
| Esplanade Association Boston, MA | Unrestricted Gift | $10,000 |
| Oyster Harbors Club Employee Scholarship Fund Osterville, MA | Unrestricted Gift | $10,000 |
| The Joey Fund Boston, MA | Unrestricted Gift | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $4,273,752 | $3,349,000 | $4,024,200 | $3,702,900 | 19 | $3,702,900 | $1,008,750 | $628,041 |
| 2023 | $5,411,123 | $4,162,742 | $3,459,667 | $3,172,200 | 14 | $3,172,200 | — | $563,634 |
| 2022 | $6,806,885 | $2,673,658 | $3,256,001 | $3,096,950 | 21 | $3,096,950 | $2,563,924 | $404,708 |
| 2021 | $4,345,871 | $7,069,870 | $2,715,266 | $2,621,300 | 24 | $2,621,300 | $1,996,367 | $428,909 |
| 2020 | $4,463,822 | $4,950,890 | $2,653,133 | $2,597,025 | 25 | — | $522,609 | $281,698 |
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.
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.
Additional 2024 awards included $15,000 to Palm Beach Symphony; $10,000 each to the Society for the Four Arts, Cape Cod Healthcare, the Esplanade Association, Oyster Harbors Club Employee Scholarship Fund, the Joey Fund, and Campaign for Catholic School; and $5,150 to NAMI Cape Cod.
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.
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 $8K 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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). The Baker Family Trust funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/the-baker-family-trust-morg_b389952ca82743c2b7b7a66337c453c1
BibTeX
@misc{grantable_046628772_2026,
author = {{Grantable}},
title = {{The Baker Family Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-baker-family-trust-morg_b389952ca82743c2b7b7a66337c453c1},
note = {Accessed 2026-10-20. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Baker Family Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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