The Jerry E Baker Foundation Inc logo

The Jerry E Baker Foundation Inc

BOWLING GREEN, KY EIN: 61-1202660 Website

The Jerry E Baker Foundation Inc is a private foundation based in Bowling Green, Kentucky, established in 1991. The foundation operates the Baker Arboretum, a 115-acre botanical facility featuring extensive collections of trees, shrubs, and plants for scientific and educational purposes.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$28.1M

-3.0% YoY

Annual Giving

$649K

+12.8% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$216K

+50.4% YoY

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

Mission & Focus Areas

The foundation's primary funding focuses include:

  • Education
  • Science and STEM education
  • Human Services
  • Philanthropy and voluntarism

The foundation primarily directs its grantmaking toward initiatives in Kentucky, with particular emphasis on local areas including Bowling Green and Mammoth Cave.

Grantmaking

The foundation indicates it is open to new applicants, with approximately 12% of new applicants receiving funding.

Grant Range

$5,000

Average Grant

amount: $635

How to Apply

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Geographic Focus

Where this funder awards grants

The foundation's grantmaking is concentrated in Kentucky, with particular focus on:

  • Bowling Green
  • Mammoth Cave area
  • Western Kentucky University region

Grant Distribution by State

1states

States

Cities

Bowling GreenColumbiaFranklinMammoth Cave

Financial History

Multi-year comparison from IRS filings

  • Total Assets: $28.1 million to $29.0 million (as of 2024)
  • Annual Revenue: $827,225 (2023)
  • Annual Expenses: $1.91 million (2023)
  • Total Liabilities: $4,450 (2023)
  • Expense Ratio: 230.9% of total revenue spent on programs

The foundation ranks in the top 10% of all foundations by asset size.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$5M$8M$11M20202021202220232024
Metric202420232022
Total Assets$28,083,136$28,960,793$30,039,301
Revenue$1,127,614$827,225$-278,392
Expenses$2,002,995$1,909,757$2,098,724
Qualifying Distributions$1,517,143$1,516,996$1,703,602
Net Investment Income$777,318$569,994$458,865
Distributable Amount$1,474,609$1,302,779$1,333,613

Giving Over Time

Total grant dollars and number of grants per year

$0$170K$339K$509K$678K13 grants202011 grants20218 grants20224 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

WKU FOUNDATION$643KOPERATION PRIDE$5KAVIATION HERITAGE PARK$1K

Grant Size Distribution

39 grants across all recorded years

34<$50K$50–100K$100–250K$250–500K5$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Key personnel include:

  • J. Robert Hilliard - President (full-time, compensation $116,147)
  • Keith Carwell - Secretary (significant hours, compensation $132,916)

The foundation operates with limited staffing based on reported board members and key employees.

Compensation Overview

From 2024 IRS filing

KEITH CARWELLSECRETARY$139KJ ROBERT HILLIARDPRESIDENT$122K

From 2024 filing

NameTitleHoursCompensation
J ROBERT HILLIARDPRESIDENT$122,301
WILLIAM M DOERRTREASURER
KEITH CARWELLSECRETARY$138,797
TIM EDELENBOARD MEMBER

Recent News & Activity

Recent developments and announcements

The foundation has made significant commitments to education:

Donated $10 million for student scholarships through the Baker Scholars program at Western Kentucky University

Baker Scholars | Western Kentucky University

Committed a $10 million endowment for scholarships

Jerry E. Baker Foundation donates $10 million for student scholarships

The Baker Arboretum, founded in 1992 by Jerry Baker, features:

Jerry E. Baker Foundation donates $10 million for student scholarships

88 species of conifers, including 21 on the Red List of Threatened Species

106 types of Japanese and other Asian maples

153 species of Kentucky native plants, including 17 endangered species

600 total species with over 1,500 varieties

American Conifer Society Reference Garden Certification

Contact Information

Physical Address: 4801 Morgantown Road Bowling Green, KY 42101

Mailing Address: PO Box One Bowling Green, KY 42102

Phone: 270.842.7415

Email: [email protected]

Website: www.jerrybakerfoundation.org

Related Funders

Similar funders by location and focus area

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

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