Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
DEXTER F BAKER AND DOROTHY H BAKER
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)3440 LEHIGH STREET BOX 290
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ALLENTOWN, PA18103
A Employer identification number

23-2453230
B Telephone number (see instructions)

(610) 606-1515
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$26,349,504J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 10,721 10,721  
4 Dividends and interest from securities... 380,322 380,322  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -375,640
b Gross sales price for all assets on line 6a 4,230,938
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 169,124 64,888  
12 Total. Add lines 1 through 11........ 184,527 455,931  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 55,000 0   55,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 42,897 0   42,897
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 95,750 0   95,750
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 51,498 10,743   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,145 0   5,145
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 140,493 128,466   12,037
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 390,783 139,209   210,829
25 Contributions, gifts, grants paid....... 982,200 982,200
26 Total expenses and disbursements. Add lines 24 and 25 1,372,983 139,209   1,193,029
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,188,456
b Net investment income (if negative, enter -0-) 316,722
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 360,070 -326,196 -326,196
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 105,250 0 0
b Investments—corporate stock (attach schedule)....... 1,739,556 Click to see attachment1,346,485 8,246,872
c Investments—corporate bonds (attach schedule)....... 724,233 0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 12,451,368 Click to see attachment13,219,780 17,328,828
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment552,020 Click to see attachment1,100,000 Click to see attachment1,100,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,932,497 15,340,069 26,349,504
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 15,932,497 15,340,069
29 Total net assets or fund balances (see instructions)..... 15,932,497 15,340,069
30 Total liabilities and net assets/fund balances (see instructions). 15,932,497 15,340,069
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
15,932,497
2
Enter amount from Part I, line 27a .....................
2
-1,188,456
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
596,028
4
Add lines 1, 2, and 3 ..........................
4
15,340,069
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,340,069
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 19,574 SHS EAGLE POINT P   2020-05-01
b 57,911.218 SHS TGBAX P   2020-07-20
c 30,610 SHS ISHARES EFA P   2020-07-20
d 89.213969 SHS BAY RESOURCES P    
e TIGER LEGATUS P    
K-1 SHORT TERM CAPITAL GAINS P    
K-1 LONG TERM CAPITAL GAINS P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 121,624   393,072 -271,448
b 573,306   724,233 -150,927
c 1,833,545   1,796,109 37,436
d 799,959   463,752 336,207
e     35,629 -35,629
    1,193,783 -1,193,783
435,776     435,776
466,728     466,728
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -271,448
b       -150,927
c       37,436
d       336,207
e       -35,629
      -1,193,783
      435,776
      466,728
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -375,640
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,402
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,402
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,402
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 24,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 18
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 19,580
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet19,580 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletLESLIE B BORIS Telephone no.bullet (610) 606-1515

    Located atbullet3440 LEHIGH STREET BOX 290ALLENTOWNPA ZIP+4bullet18103
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DOROTHY H BAKER TRUSTEE - CHAIRPERSON
    15.00     		5,000 0 0
    3440 LEHIGH STREET BOX 290
    ALLENTOWN,PA18103
    SUSAN B ROYAL TRUSTEE - VICE CHAIRPERSON
    15.00     		10,000 0 0
    3440 LEHIGH STREET BOX 290
    ALLENTOWN,PA18103
    LESLIE B BORIS TRUSTEE - TREASURER
    15.00     		10,000 0 0
    3440 LEHIGH STREET BOX 290
    ALLENTOWN,PA18103
    ELLEN B GHELARDI TRUSTEE - SECRETARY
    15.00     		10,000 0 0
    3440 LEHIGH STREET BOX 290
    ALLENTOWN,PA18103
    CAROL J BAKER TRUSTEE
    15.00     		10,000 0 0
    3440 LEHIGH STREET BOX 290
    ALLENTOWN,PA18103
    TIMOTHY L HOLT TRUSTEE
    15.00     		10,000 0 0
    3440 LEHIGH STREET BOX 290
    ALLENTOWN,PA18103
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    MELISSA FLYNN ADMINISTRATION & CONSULTING 71,100
    3440 LEHIGH STREET BOX 290
    ALLENTOWN,PA18103
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    23,242,699
    b
    Average of monthly cash balances.......................
    1b
    597,270
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    23,839,969
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    23,839,969
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    1,133,332
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    22,706,637
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,135,332
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,135,332
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,402
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    19,130
    c
    Add lines 2a and 2b............................
    2c
    23,532
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,111,800
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,111,800
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,111,800
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,193,029
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,193,029
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,193,029
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,111,800
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,149,304
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,193,029
    a Applied to 2019, but not more than line 2a 1,149,304
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 43,725
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		1,068,075
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MELISSA FLYNN
    3440 LEHIGH STREET - BOX 290
    ALLENTOWN,PA18103
    (610) 606-1515
    MFLYNN@DDBAKERFOUNDATION.ORG - LOWERCASE ONLY
    bThe form in which applications should be submitted and information and materials they should include:
    CONTACT M FLYNN AT MFLYNN@DDBAKERFOUNDATION.ORG FOR INSTRUCTIONS
    cAny submission deadlines:
    CONTACT M FLYNN AT MFLYNN@DDBAKERFOUNDATION.ORG FOR INSTRUCTIONS
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE APPLICANT SHOULD HAVE FILED AT LEAST 2 IRS 990S; CONDUCT PROGRAMMING IN ARTS AND CULTURE, ENTREPRENEURSHIP, SOCIAL SERVICE INTITIATIVES, OR YOUTH DEVELOPMENT. WE FUND IN THE FOLLOWING REGIONS: LEHIGH VALLEY AND GREATER PHILADELPHIA, PA, SOUTHWEST, FL, GREATER DALLAS/FORT WORTH, TX AND SAN FRANCISCO AREA, CA.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    LEHIGH VALLEY COMMUNITY FOUNDATION
    961 MARCON BLVD SUITE 300
    ALLENTOWN,PA18100     		  PC LEHIGH VALLEY ART AND CULTURE RELIEF FUND 2020 25,000
    UNITED WAY OF THE GREATER LEHIGH VALLEY
    1110 AMERICAN PKWY NE 120F
    ALLENTOWN,PA18109     		  PC COVID RELIEF FUND GREATER LV 2020 10,000
    COMMUNITY FOUNDATION OF COLLIER COUNTY
    1110 PINE RIDGE RD SUITE 100
    NAPLES,FL34108     		  PC TOGETHER FUND FOR COVID RELIEF 2020 10,000
    ALLENTOWN SCHOOL DISTRICT FOUNDATION
    31 SOUTH PENN STREET PO BOX 328
    ALLENTOWN,PA18105     		  PC I AM ON A BOOKSHELF LITERACY PROGRAM 20/21 2,500
    ALLENTOWN SYMPHONY ASSOCIATION
    23 NORTH 6TH STREET
    ALLENTOWN,PA18101     		  PC EL SISTEMA LEHIGH VALLEY 20/21 5,000
    ALONZO KING LINES BALLET
    26 7TH STREET 5
    SAN FRANCISCO,CA94103     		  PC OPERATING 2020-2021 20,000
    ALONZO KING LINES BALLET
    26 7TH STREET 5
    SAN FRANCISCO,CA94103     		  PC HEART WITH LINES 2020-2021 10,000
    BACH CHOIR OF BETHLEHEM
    440 HECKEWELDER PLACE
    BETHLEHEM,PA18018     		  PC EDUCATIONAL OUTREACH 2020-21 15,000
    BAUM SCHOOL OF ART
    510 W LINDEN STREET
    ALLENTOWN,PA18101     		  PC OPERATING 20/21 10,000
    BIG THOUGHT
    1409 S LAMAR ST 1015
    DALLAS,TX75215     		  PC OPERATING 20/21 32,500
    BOY SCOUTS OF AMERICACRADLE OF LIBERTY
    1485 VALLEY FORGE ROAD
    WAYNE,PA19087     		  PC OPERATING 20/21 15,000
    BOYS & GIRLS CLUB OF COLLIER COUNTY
    7500 DAVIS BLVD
    NAPLES,FL34104     		  PC YOUTH STEM & CAREER PROGRAMS 2019-21 25,000
    BOYS AND GIRLS CLUB OF ALLENTOWN
    720 NORTH 6TH STREET
    ALLENTOWN,PA18102     		  PC BGCA SUPPORTS ASD STUDENTS ENROLLED IN VIRTUAL SCHOOL 2020-2021 35,000
    COMMUNITIES IN SCHOOLS OF EASTERN PENNSYLVANIA
    739 N 12TH ST
    ALLENTOWN,PA18102     		  PC INTEGRATED STUDENT SUPPORTS 2019-2021 25,000
    COMMUNITIES IN SCHOOLS OF THE LEHIGH VALLEY INC
    739 N 12TH ST
    ALLENTOWN,PA18102     		  PC OPERATING 2021 10,000
    COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY
    1337 EAST FIFTH STREET
    BETHLEHEM,PA18015     		  PC CULTURAL COALITION OF ALLENTOWN TANGO PROJECT/NEW ALLENTOWN NPP 12,000
    COMMUNITY BIKE WORKS
    235 N MADISON ST
    ALLENTOWN,PA18102     		  PC OPERATING 20/21 15,000
    COMMUNITY MUSIC SCHOOL
    23 NORTH SIXTH STREET SECOND FLOOR
    ALLENTOWN,PA18101     		  PC MODERN BAND 2019-2020 10,000
    ELDERNET OF LOWER MERION AND NARBERTH
    9 SOUTH BRYN MAWR AVENUE
    BRYN MAWR,PA19010     		  PC OPERATING 20/21 10,000
    ELDERNET OF LOWER MERION AND NARBERTH
    9 SOUTH BRYN MAWR AVENUE
    BRYN MAWR,PA19010     		  PC ELDERNET OF LOWER MERION-NARBERTH 2019-2020 5,000
    EPISCOPAL COMMUNITY SERVICES
    6006 WEST GIRARD AVENUE
    PHILADELPHIA,PA19151     		  PC MINDSET: ECONOMIC MOBILITY PROGRAM 2020-2021 5,000
    GIRL SCOUTS OF EASTERN PENNSYLVANIA INC
    2633 MORAVIAN AVE
    ALLENTOWN,PA18103     		  PC THE FUNDED INITIATIVES PROGRAM - LEHIGH VALLEY 20/21 7,500
    GIRL SCOUTS OF NORTHERN TEXAS
    6001 SUMMERSIDE DRIVE
    DALLAS,TX75252     		  PC ROBOTICS PROGRAMMING AT THE STEM CENTER OF EXCELLENCE 20/21 20,000
    GOOD SHEPHERD REHABILITATION NETWORK
    850 SOUTH 5TH STREET
    ALLENTOWN,PA18103     		  PC GOOD SHEPHERD PEDIATRICS 2019-2020 25,000
    GOOD SHEPHERD REHABILITATION NETWORK
    850 SOUTH 5TH STREET
    ALLENTOWN,PA18103     		  PC AUTISM AND THE ARTS 2019 15,000
    HABITAT FOR HUMANITY OF THE LEHIGH VALLEY
    245 N GRAHAM ST
    ALLENTOWN,PA18109     		  PC HOME REPAIR PROGRAM, FALL 2020 5,000
    KELLYN FOUNDATION
    336 BUSHKILL STREET PO BOX 369
    TATAMY,PA18085     		  PC OPERATING 2021 10,000
    KELLYN FOUNDATION
    336 BUSHKILL STREET PO BOX 369
    TATAMY,PA18085     		  PC LEHIGH COUNTY "EAT REAL FOOD MOBILE MARKET" 2021 50,000
    KELLYN FOUNDATION
    336 BUSHKILL STREET PO BOX 369
    TATAMY,PA18085     		  PC KELLYN SCHOOLS 2019-2020 7,500
    KORESH DANCE COMPANY
    2002 RITTENHOUSE SQUARE
    PHILADELPHIA,PA19103     		  PC OPERATING 2021 50,000
    KORESH DANCE COMPANY
    2002 RITTENHOUSE SQUARE
    PHILADELPHIA,PA19103     		  PC THE COME TOGETHER DANCE FESTIVAL 2021-2022 22,500
    KORESH DANCE COMPANY
    2002 RITTENHOUSE SQUARE
    PHILADELPHIA,PA19103     		  PC KORESH DANCE KIDS 2021 15,000
    LAFAYETTE COLLEGE
    307 MARKLE HALL 730 HIGH STREET
    EASTON,PA18042     		  PC WILLIAMS CENTER DANCE SERIES 2020 AND 2021 10,000
    LEHIGH UNIVERSITY
    420 EAST PACKER AVE
    BETHLEHEM,PA18015     		  PC ZOELLNER ARTS CENTER 2020 ACCESSIBLE ARTS AND "ERTH" EDUCATION PROGRAMS 7,600
    LEHIGH VALLEY CHILDREN'S CENTER INC
    1501 LEHIGH STREET SUITE 208
    ALLENTOWN,PA18103     		  PC LVCC SUMMER 2020 ENRICHMENT ACTIVITIES 6,600
    LEHIGH VALLEY HOSPITAL INC
    2100 MACK BLVD PO BOX 1883
    ALLENTOWN,PA18105     		  PC PILOTING TELE-PSYCHIATRY FOR THE CARE OF HOMELESS INDIVIDUALS 19/20 15,000
    LEHIGH VALLEY HOSPITAL INC
    2100 MACK BLVD PO BOX 1883
    ALLENTOWN,PA18105     		  PC CAMP RED JACKET SUMMER 2021 5,000
    LITERACY CENTER THE
    1132 W HAMILTON STREET SUITE 300
    ALLENTOWN,PA18101     		  PC ADULT ESL 20/21 20,000
    LITERACY CENTER THE
    1132 W HAMILTON STREET SUITE 300
    ALLENTOWN,PA18101     		  PC WORK FROM HOME (WFH) TRAINING FY21 10,000
    MAIN LINE ART CENTER
    746 PANMURE ROAD
    HAVERFORD,PA19041     		  PC OPERATING 2021 10,000
    MAIN LINE ART CENTER
    746 PANMURE ROAD
    HAVERFORD,PA19041     		  PC DISCOVER, CREATE AND CONNECT MURAL PROJECT : SPRING 2021 5,000
    MEALS ON WHEELS OF GREATER LEHIGH VALLEY
    4240 FRITCH DR
    BETHLEHEM,PA18020     		  PC MEAL SUBSIDY PROGRAM 20/21 13,000
    MEALS ON WHEELS OF GREATER LEHIGH VALLEY
    4240 FRITCH DR
    BETHLEHEM,PA18020     		  PC NEW KITCHEN IN NEWLY PURCHASED CENTRALIZED BUILDING 20/21 25,000
    MUHLENBERG COLLEGE
    2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS CLASS OF 2021/2022/2023/2024 FOR YR 20/21 36,000
    MUHLENBERG COLLEGE
    2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER ARTIST-IN-RESIDENCE 2020-2021 15,000
    NATIONAL SCIENCE VISITORS CENTER
    PO BOX 80
    OLD ZIONSVILLE,PA18068     		  PC EARTHWALK EXPLORER EXHIBIT 20/21 5,000
    NEW HORIZONS OF SOUTHWEST FLORIDA
    25300 BERNWOOD DR
    BONITA SPRINGS,FL34135     		  PC OPERATING 2021 30,000
    NHNTX INC
    1351 N BUCKNER BLVD 181074
    DALLAS,TX75218     		  PC OPERATING 2021 10,000
    NHNTX INC
    1351 N BUCKNER BLVD 181074
    DALLAS,TX75218     		  PC SUPER KIDS CLUB 20/21 12,500
    OUT TEACH REAL SCHOOL GARDENS
    1700 UNIVERSITY DRIVE SUITE 260
    FORT WORTH,TX76107     		  PC OPERATING 2021 12,000
    PINEBROOK FAMILY ANSWERS
    402 NORTH FULTON STREET
    ALLENTOWN,PA18102     		  PC MAKING THE GRADE 20/21 10,000
    PRATYUSH SINHA FOUNDATION
    3105 WEST GREENLEAF STREET
    ALLENTOWN,PA18104     		  PC MINDFULNESS AT FRANCIS D. RAUB MIDDLE SCHOOL 2020/2021 5,000
    PRATYUSH SINHA FOUNDATION
    3105 WEST GREENLEAF STREET
    ALLENTOWN,PA18104     		  PC TRAUMA INFORMED MINDFULNESS PROF. DEVEL. TRAINING FOR EDUCATORS SUMMER 2021 5,000
    RODALE INSTITUTE
    611 SIEGFRIEDALE ROAD
    KUTZTOWN,PA19530     		  PC 2021 HEALTH FROM THE SOIL UP FELLOWSHIP FOR MEDICAL DOCTORS AND PROFESSIONALS HOSTED AT RODALE INSTITUTE 50,000
    STEPPINGSTONE SCHOLARS INC
    1301 CECIL B MOORE AVE 459
    PHILADELPHIA,PA19122     		  PC MIDDLE GRADES ACADEMY 20/21 5,000
    TEXAS BALLET THEATER
    1540 MALL CIR
    FORT WORTH,TX76116     		  PC OPERATING 2021 20,000
    THE CHESTER FUND FOR EDUCATION AND ARTS
    1500 HIGHLAND AVENUE
    CHESTER,PA19013     		  PC DUAL ENROLLMENT PROGRAMS WITH DL COUNTY COMMUNITY COLLEGE 20/21 6,500
    THE DA VINCI DISCOVERY CENTER OF SCIENCE AND TECHNOLOGY
    3145 HAMILTON BLVD BYPASS
    ALLENTOWN,PA18103     		  PC OPERATING 2021 15,000
    THE DA VINCI DISCOVERY CENTER OF SCIENCE AND TECHNOLOGY
    3145 HAMILTON BLVD BYPASS
    ALLENTOWN,PA18103     		  PC SUPPORT OF VIRTUAL STEAM PROGRAMS 20/21 15,000
    THE SKY FAMILY YMCA
    701 CENTER ROAD
    VENICE,FL34285     		  PC SCHOOL AGE PROGRAMS 20/21 10,000
    THIRD STREET ALLIANCE FOR WOMEN AND CHILDREN
    41 NORTH THIRD STREET
    EASTON,PA18042     		  PC OPERATING 2021 11,000
    THIRD STREET ALLIANCE FOR WOMEN AND CHILDREN
    41 NORTH THIRD STREET
    EASTON,PA18042     		  PC HOMELESSNESS PREVENTION & DIVERSION DEC 2019 - NOV 2020 7,500
    TOUCHSTONE THEATRE
    321 EAST FOURTH STREET
    BETHLEHEM,PA18015     		  PC ARTS EDUCATION - YOUNG PLAYWRIGHTS' PROGRAM 20/21 5,000
    UNITED WAY OF THE GREATER LEHIGH VALLEY
    1110 AMERICAN PKWY NE 120F
    ALLENTOWN,PA18109     		  PC LEHIGH VALLEY FOOD POLICY COUNCIL SUMMER MEALS CAMPAIGN: SUMMER 2021 5,000
    UNITED WAY OF THE GREATER LEHIGH VALLEY
    1110 AMERICAN PKWY NE 120F
    ALLENTOWN,PA18109     		  PC LEHIGH VALLEY READS (LV READS) 20/21 5,000
    UNITED WAY OF THE GREATER LEHIGH VALLEY
    1110 AMERICAN PKWY NE 120F
    ALLENTOWN,PA18109     		  PC RESILIENT LEHIGH VALLEY: T.R.E.E. TRAINING 20/21 5,000
    VALLEY YOUTH HOUSE COMMITTEE INC
    3400 HIGH POINT BLVD
    BETHLEHEM,PA18017     		  PC LEHIGH VALLEY SHELTER 2021 20,000
    Total .................................bullet 3a 982,200
    bApproved for future payment
    BIG THOUGHT
    1409 S LAMAR ST 1015
    DALLAS,TX75215     		  PC OPERATING FUNDING 32,500
    LEHIGH UNIVERSITY
    27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (12) 125,000
    MUHLENBERG COLLEGE
    2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS, CLASS OF 2025 9,000
    MUHLENBERG COLLEGE
    2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS, CLASS OF 2023 9,000
    MUHLENBERG COLLEGE
    2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS, CLASS OF 2024 9,000
    MUHLENBERG COLLEGE
    2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS, CLASS OF 2022 9,000
    MUHLENBERG COLLEGE
    2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC ARTIST IN RESIDENCE 2021-2022 15,000
    RODALE INSTITUTE
    611 SIEGFRIEDALE ROAD
    KUTZTOWN,PA19530     		  PC HEALTH FROM THE SOIL UP 50,000
    RODALE INSTITUTE
    611 SIEGFRIEDALE ROAD
    KUTZTOWN,PA19530     		  PC HEALTH FROM THE SOIL UP 50,000
    LEHIGH UNIVERSITY
    27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (14) 125,000
    LEHIGH UNIVERSITY
    27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (15) 125,000
    MUHLENBERG COLLEGE
    2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS, CLASS OF 2023 9,000
    MUHLENBERG COLLEGE
    2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS, CLASS OF 2024 9,000
    MUHLENBERG COLLEGE
    2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS, CLASS OF 2025 9,000
    LEHIGH UNIVERSITY
    27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (16) 125,000
    LEHIGH UNIVERSITY
    27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (17) 125,000
    MUHLENBERG COLLEGE
    2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS, CLASS OF 2024 9,000
    MUHLENBERG COLLEGE
    2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS, CLASS OF 2025 9,000
    MUHLENBERG COLLEGE
    2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS, CLASS OF 2025 9,000
    LEHIGH UNIVERSITY
    27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (18-19) 250,000
    LEHIGH UNIVERSITY
    27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (20-21) 250,000
    LEHIGH UNIVERSITY
    27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (22-23) 250,000
    LEHIGH UNIVERSITY
    27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (24-25) 250,000
    LEHIGH UNIVERSITY
    27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (26-27) 250,000
    LEHIGH UNIVERSITY
    27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (28-29) 250,000
    LEHIGH UNIVERSITY
    27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (30-31) 250,000
    LEHIGH UNIVERSITY
    27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (32-33) 250,000
    LEHIGH UNIVERSITY
    27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (34-35) 250,000
    LEHIGH UNIVERSITY
    27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (36-37) 250,000
    LEHIGH UNIVERSITY
    27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (38-39) 250,000
    LEHIGH UNIVERSITY
    27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (40) 125,000
    LEHIGH UNIVERSITY
    27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (13) 125,000
    Total .................................bullet 3b 3,862,500
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 10,721  
    4 Dividends and interest from securities....     14 380,322  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -375,640  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER K-1 INCOME     		900099 104,236 14 64,888  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 104,236 80,291 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    184,527
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    LEHIGH VALLEY COMMUNITY FOUNDATION961 MARCON BLVD SUITE 300
    ALLENTOWN,PA18100     		  PC LEHIGH VALLEY ART AND CULTURE RELIEF FUND 2020 25,000
    UNITED WAY OF THE GREATER LEHIGH VALLEY1110 AMERICAN PKWY NE 120F
    ALLENTOWN,PA18109     		  PC COVID RELIEF FUND GREATER LV 2020 10,000
    COMMUNITY FOUNDATION OF COLLIER COUNTY1110 PINE RIDGE RD SUITE 100
    NAPLES,FL34108     		  PC TOGETHER FUND FOR COVID RELIEF 2020 10,000
    ALLENTOWN SCHOOL DISTRICT FOUNDATION31 SOUTH PENN STREET PO BOX 328
    ALLENTOWN,PA18105     		  PC I AM ON A BOOKSHELF LITERACY PROGRAM 20/21 2,500
    ALLENTOWN SYMPHONY ASSOCIATION23 NORTH 6TH STREET
    ALLENTOWN,PA18101     		  PC EL SISTEMA LEHIGH VALLEY 20/21 5,000
    ALONZO KING LINES BALLET26 7TH STREET 5
    SAN FRANCISCO,CA94103     		  PC OPERATING 2020-2021 20,000
    ALONZO KING LINES BALLET26 7TH STREET 5
    SAN FRANCISCO,CA94103     		  PC HEART WITH LINES 2020-2021 10,000
    BACH CHOIR OF BETHLEHEM440 HECKEWELDER PLACE
    BETHLEHEM,PA18018     		  PC EDUCATIONAL OUTREACH 2020-21 15,000
    BAUM SCHOOL OF ART510 W LINDEN STREET
    ALLENTOWN,PA18101     		  PC OPERATING 20/21 10,000
    BIG THOUGHT1409 S LAMAR ST 1015
    DALLAS,TX75215     		  PC OPERATING 20/21 32,500
    BOY SCOUTS OF AMERICACRADLE OF LIBERTY1485 VALLEY FORGE ROAD
    WAYNE,PA19087     		  PC OPERATING 20/21 15,000
    BOYS & GIRLS CLUB OF COLLIER COUNTY7500 DAVIS BLVD
    NAPLES,FL34104     		  PC YOUTH STEM & CAREER PROGRAMS 2019-21 25,000
    BOYS AND GIRLS CLUB OF ALLENTOWN720 NORTH 6TH STREET
    ALLENTOWN,PA18102     		  PC BGCA SUPPORTS ASD STUDENTS ENROLLED IN VIRTUAL SCHOOL 2020-2021 35,000
    COMMUNITIES IN SCHOOLS OF EASTERN PENNSYLVANIA739 N 12TH ST
    ALLENTOWN,PA18102     		  PC INTEGRATED STUDENT SUPPORTS 2019-2021 25,000
    COMMUNITIES IN SCHOOLS OF THE LEHIGH VALLEY INC739 N 12TH ST
    ALLENTOWN,PA18102     		  PC OPERATING 2021 10,000
    COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY1337 EAST FIFTH STREET
    BETHLEHEM,PA18015     		  PC CULTURAL COALITION OF ALLENTOWN TANGO PROJECT/NEW ALLENTOWN NPP 12,000
    COMMUNITY BIKE WORKS235 N MADISON ST
    ALLENTOWN,PA18102     		  PC OPERATING 20/21 15,000
    COMMUNITY MUSIC SCHOOL23 NORTH SIXTH STREET SECOND FLOOR
    ALLENTOWN,PA18101     		  PC MODERN BAND 2019-2020 10,000
    ELDERNET OF LOWER MERION AND NARBERTH9 SOUTH BRYN MAWR AVENUE
    BRYN MAWR,PA19010     		  PC OPERATING 20/21 10,000
    ELDERNET OF LOWER MERION AND NARBERTH9 SOUTH BRYN MAWR AVENUE
    BRYN MAWR,PA19010     		  PC ELDERNET OF LOWER MERION-NARBERTH 2019-2020 5,000
    EPISCOPAL COMMUNITY SERVICES6006 WEST GIRARD AVENUE
    PHILADELPHIA,PA19151     		  PC MINDSET: ECONOMIC MOBILITY PROGRAM 2020-2021 5,000
    GIRL SCOUTS OF EASTERN PENNSYLVANIA INC2633 MORAVIAN AVE
    ALLENTOWN,PA18103     		  PC THE FUNDED INITIATIVES PROGRAM - LEHIGH VALLEY 20/21 7,500
    GIRL SCOUTS OF NORTHERN TEXAS6001 SUMMERSIDE DRIVE
    DALLAS,TX75252     		  PC ROBOTICS PROGRAMMING AT THE STEM CENTER OF EXCELLENCE 20/21 20,000
    GOOD SHEPHERD REHABILITATION NETWORK850 SOUTH 5TH STREET
    ALLENTOWN,PA18103     		  PC GOOD SHEPHERD PEDIATRICS 2019-2020 25,000
    GOOD SHEPHERD REHABILITATION NETWORK850 SOUTH 5TH STREET
    ALLENTOWN,PA18103     		  PC AUTISM AND THE ARTS 2019 15,000
    HABITAT FOR HUMANITY OF THE LEHIGH VALLEY245 N GRAHAM ST
    ALLENTOWN,PA18109     		  PC HOME REPAIR PROGRAM, FALL 2020 5,000
    KELLYN FOUNDATION336 BUSHKILL STREET PO BOX 369
    TATAMY,PA18085     		  PC OPERATING 2021 10,000
    KELLYN FOUNDATION336 BUSHKILL STREET PO BOX 369
    TATAMY,PA18085     		  PC LEHIGH COUNTY "EAT REAL FOOD MOBILE MARKET" 2021 50,000
    KELLYN FOUNDATION336 BUSHKILL STREET PO BOX 369
    TATAMY,PA18085     		  PC KELLYN SCHOOLS 2019-2020 7,500
    KORESH DANCE COMPANY2002 RITTENHOUSE SQUARE
    PHILADELPHIA,PA19103     		  PC OPERATING 2021 50,000
    KORESH DANCE COMPANY2002 RITTENHOUSE SQUARE
    PHILADELPHIA,PA19103     		  PC THE COME TOGETHER DANCE FESTIVAL 2021-2022 22,500
    KORESH DANCE COMPANY2002 RITTENHOUSE SQUARE
    PHILADELPHIA,PA19103     		  PC KORESH DANCE KIDS 2021 15,000
    LAFAYETTE COLLEGE307 MARKLE HALL 730 HIGH STREET
    EASTON,PA18042     		  PC WILLIAMS CENTER DANCE SERIES 2020 AND 2021 10,000
    LEHIGH UNIVERSITY420 EAST PACKER AVE
    BETHLEHEM,PA18015     		  PC ZOELLNER ARTS CENTER 2020 ACCESSIBLE ARTS AND "ERTH" EDUCATION PROGRAMS 7,600
    LEHIGH VALLEY CHILDREN'S CENTER INC1501 LEHIGH STREET SUITE 208
    ALLENTOWN,PA18103     		  PC LVCC SUMMER 2020 ENRICHMENT ACTIVITIES 6,600
    LEHIGH VALLEY HOSPITAL INC2100 MACK BLVD PO BOX 1883
    ALLENTOWN,PA18105     		  PC PILOTING TELE-PSYCHIATRY FOR THE CARE OF HOMELESS INDIVIDUALS 19/20 15,000
    LEHIGH VALLEY HOSPITAL INC2100 MACK BLVD PO BOX 1883
    ALLENTOWN,PA18105     		  PC CAMP RED JACKET SUMMER 2021 5,000
    LITERACY CENTER THE1132 W HAMILTON STREET SUITE 300
    ALLENTOWN,PA18101     		  PC ADULT ESL 20/21 20,000
    LITERACY CENTER THE1132 W HAMILTON STREET SUITE 300
    ALLENTOWN,PA18101     		  PC WORK FROM HOME (WFH) TRAINING FY21 10,000
    MAIN LINE ART CENTER746 PANMURE ROAD
    HAVERFORD,PA19041     		  PC OPERATING 2021 10,000
    MAIN LINE ART CENTER746 PANMURE ROAD
    HAVERFORD,PA19041     		  PC DISCOVER, CREATE AND CONNECT MURAL PROJECT : SPRING 2021 5,000
    MEALS ON WHEELS OF GREATER LEHIGH VALLEY4240 FRITCH DR
    BETHLEHEM,PA18020     		  PC MEAL SUBSIDY PROGRAM 20/21 13,000
    MEALS ON WHEELS OF GREATER LEHIGH VALLEY4240 FRITCH DR
    BETHLEHEM,PA18020     		  PC NEW KITCHEN IN NEWLY PURCHASED CENTRALIZED BUILDING 20/21 25,000
    MUHLENBERG COLLEGE2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS CLASS OF 2021/2022/2023/2024 FOR YR 20/21 36,000
    MUHLENBERG COLLEGE2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER ARTIST-IN-RESIDENCE 2020-2021 15,000
    NATIONAL SCIENCE VISITORS CENTERPO BOX 80
    OLD ZIONSVILLE,PA18068     		  PC EARTHWALK EXPLORER EXHIBIT 20/21 5,000
    NEW HORIZONS OF SOUTHWEST FLORIDA25300 BERNWOOD DR
    BONITA SPRINGS,FL34135     		  PC OPERATING 2021 30,000
    NHNTX INC1351 N BUCKNER BLVD 181074
    DALLAS,TX75218     		  PC OPERATING 2021 10,000
    NHNTX INC1351 N BUCKNER BLVD 181074
    DALLAS,TX75218     		  PC SUPER KIDS CLUB 20/21 12,500
    OUT TEACH REAL SCHOOL GARDENS1700 UNIVERSITY DRIVE SUITE 260
    FORT WORTH,TX76107     		  PC OPERATING 2021 12,000
    PINEBROOK FAMILY ANSWERS402 NORTH FULTON STREET
    ALLENTOWN,PA18102     		  PC MAKING THE GRADE 20/21 10,000
    PRATYUSH SINHA FOUNDATION3105 WEST GREENLEAF STREET
    ALLENTOWN,PA18104     		  PC MINDFULNESS AT FRANCIS D. RAUB MIDDLE SCHOOL 2020/2021 5,000
    PRATYUSH SINHA FOUNDATION3105 WEST GREENLEAF STREET
    ALLENTOWN,PA18104     		  PC TRAUMA INFORMED MINDFULNESS PROF. DEVEL. TRAINING FOR EDUCATORS SUMMER 2021 5,000
    RODALE INSTITUTE611 SIEGFRIEDALE ROAD
    KUTZTOWN,PA19530     		  PC 2021 HEALTH FROM THE SOIL UP FELLOWSHIP FOR MEDICAL DOCTORS AND PROFESSIONALS HOSTED AT RODALE INSTITUTE 50,000
    STEPPINGSTONE SCHOLARS INC1301 CECIL B MOORE AVE 459
    PHILADELPHIA,PA19122     		  PC MIDDLE GRADES ACADEMY 20/21 5,000
    TEXAS BALLET THEATER1540 MALL CIR
    FORT WORTH,TX76116     		  PC OPERATING 2021 20,000
    THE CHESTER FUND FOR EDUCATION AND ARTS1500 HIGHLAND AVENUE
    CHESTER,PA19013     		  PC DUAL ENROLLMENT PROGRAMS WITH DL COUNTY COMMUNITY COLLEGE 20/21 6,500
    THE DA VINCI DISCOVERY CENTER OF SCIENCE AND TECHNOLOGY3145 HAMILTON BLVD BYPASS
    ALLENTOWN,PA18103     		  PC OPERATING 2021 15,000
    THE DA VINCI DISCOVERY CENTER OF SCIENCE AND TECHNOLOGY3145 HAMILTON BLVD BYPASS
    ALLENTOWN,PA18103     		  PC SUPPORT OF VIRTUAL STEAM PROGRAMS 20/21 15,000
    THE SKY FAMILY YMCA701 CENTER ROAD
    VENICE,FL34285     		  PC SCHOOL AGE PROGRAMS 20/21 10,000
    THIRD STREET ALLIANCE FOR WOMEN AND CHILDREN41 NORTH THIRD STREET
    EASTON,PA18042     		  PC OPERATING 2021 11,000
    THIRD STREET ALLIANCE FOR WOMEN AND CHILDREN41 NORTH THIRD STREET
    EASTON,PA18042     		  PC HOMELESSNESS PREVENTION & DIVERSION DEC 2019 - NOV 2020 7,500
    TOUCHSTONE THEATRE321 EAST FOURTH STREET
    BETHLEHEM,PA18015     		  PC ARTS EDUCATION - YOUNG PLAYWRIGHTS' PROGRAM 20/21 5,000
    UNITED WAY OF THE GREATER LEHIGH VALLEY1110 AMERICAN PKWY NE 120F
    ALLENTOWN,PA18109     		  PC LEHIGH VALLEY FOOD POLICY COUNCIL SUMMER MEALS CAMPAIGN: SUMMER 2021 5,000
    UNITED WAY OF THE GREATER LEHIGH VALLEY1110 AMERICAN PKWY NE 120F
    ALLENTOWN,PA18109     		  PC LEHIGH VALLEY READS (LV READS) 20/21 5,000
    UNITED WAY OF THE GREATER LEHIGH VALLEY1110 AMERICAN PKWY NE 120F
    ALLENTOWN,PA18109     		  PC RESILIENT LEHIGH VALLEY: T.R.E.E. TRAINING 20/21 5,000
    VALLEY YOUTH HOUSE COMMITTEE INC3400 HIGH POINT BLVD
    BETHLEHEM,PA18017     		  PC LEHIGH VALLEY SHELTER 2021 20,000
    Total ...............................bullet 3a 982,200
    bApproved for future payment
    BIG THOUGHT1409 S LAMAR ST 1015
    DALLAS,TX75215     		  PC OPERATING FUNDING 32,500
    LEHIGH UNIVERSITY27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (12) 125,000
    MUHLENBERG COLLEGE2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS, CLASS OF 2025 9,000
    MUHLENBERG COLLEGE2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS, CLASS OF 2023 9,000
    MUHLENBERG COLLEGE2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS, CLASS OF 2024 9,000
    MUHLENBERG COLLEGE2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS, CLASS OF 2022 9,000
    MUHLENBERG COLLEGE2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC ARTIST IN RESIDENCE 2021-2022 15,000
    RODALE INSTITUTE611 SIEGFRIEDALE ROAD
    KUTZTOWN,PA19530     		  PC HEALTH FROM THE SOIL UP 50,000
    RODALE INSTITUTE611 SIEGFRIEDALE ROAD
    KUTZTOWN,PA19530     		  PC HEALTH FROM THE SOIL UP 50,000
    LEHIGH UNIVERSITY27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (14) 125,000
    LEHIGH UNIVERSITY27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (15) 125,000
    MUHLENBERG COLLEGE2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS, CLASS OF 2023 9,000
    MUHLENBERG COLLEGE2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS, CLASS OF 2024 9,000
    MUHLENBERG COLLEGE2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS, CLASS OF 2025 9,000
    LEHIGH UNIVERSITY27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (16) 125,000
    LEHIGH UNIVERSITY27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (17) 125,000
    MUHLENBERG COLLEGE2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS, CLASS OF 2024 9,000
    MUHLENBERG COLLEGE2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS, CLASS OF 2025 9,000
    MUHLENBERG COLLEGE2400 CHEW STREET
    ALLENTOWN,PA18104     		  PC BAKER MERIT SCHOLARS, CLASS OF 2025 9,000
    LEHIGH UNIVERSITY27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (18-19) 250,000
    LEHIGH UNIVERSITY27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (20-21) 250,000
    LEHIGH UNIVERSITY27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (22-23) 250,000
    LEHIGH UNIVERSITY27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (24-25) 250,000
    LEHIGH UNIVERSITY27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (26-27) 250,000
    LEHIGH UNIVERSITY27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (28-29) 250,000
    LEHIGH UNIVERSITY27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (30-31) 250,000
    LEHIGH UNIVERSITY27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (32-33) 250,000
    LEHIGH UNIVERSITY27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (34-35) 250,000
    LEHIGH UNIVERSITY27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (36-37) 250,000
    LEHIGH UNIVERSITY27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (38-39) 250,000
    LEHIGH UNIVERSITY27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (40) 125,000
    LEHIGH UNIVERSITY27 MEMORIAL DRIVE W
    BETHLEHEM,PA18015     		  PC THE BAKER INSTITUTE OPERATING SUPPORT (13) 125,000
    Total ................................bullet 3b 3,862,500

    TY 2020 CashDeemedCharitableExplnStmt
    Name:
    DEXTER F BAKER AND DOROTHY H BAKER
     
    FOUNDATION
    EIN:
    23-2453230
    Explanation:
    IN ACCORDANCE WITH REG. 53.4942(A)-2(C)(3)(IV), THE ABOVE REFERENCED FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF $1,133,332 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NOCHARITABLE-USE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT.1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE-USE ASSETS: $23,839,9682. 1.5% OF LINE 1: $357,6003. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT IN LINE 2: FOR THE PAST THREE YEARS THE FOUNDATION HAS INCURRED EXPENDITURES FOR CHARITABLE PURPOSES OF $1,019,838 (2018), $1,187,129 (2019) AND $1,193,029 (2020) FOR AN AVERAGE OF $1,133,332 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    DEXTER F BAKER AND DOROTHY H BAKER
     
    FOUNDATION
    EIN:
    23-2453230
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CHARLES SCHWAB - COMMON STOCK 1,346,485 8,246,872

    TY 2020 InvestmentsOtherSchedule2
    Name:
    DEXTER F BAKER AND DOROTHY H BAKER
     
    FOUNDATION
    EIN:
    23-2453230
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CHARLES SCHWAB - MUTUAL FUNDS AT COST 2,317,774 5,004,270
    CHARLES SCHWAB - EXCHANGE TRADED FUNDS AT COST 4,425,338 4,958,062
    TIGER LEGATUS OFFSHORE FUND LTD AT COST 36,184 36,184
    RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA FUND LLC AT COST 1,300,000 905,738
    GREENHOUSE OVERSEAS FUND LTD AT COST 950,000 1,443,395
    BAY RESOURCE PARTNERS OVERSEAS FUND AT COST 40,384 40,384
    RADCLIFFE INTERNATIONAL ULTRA SHORT DURATION FUND LTD AT COST 1,850,100 2,334,792
    RENAISSANCE INSTITUTIONAL EQUITIES FUND LLC AT COST 1,100,000 1,000,309
    RSPAC PARTERS LP AT COST 1,200,000 1,605,694

    TY 2020 LegalFeesSchedule
    Name:
    DEXTER F BAKER AND DOROTHY H BAKER
     
    FOUNDATION
    EIN:
    23-2453230
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 42,897 0   42,897


    TY 2020 OtherAssetsSchedule
    Name:
    DEXTER F BAKER AND DOROTHY H BAKER
     
    FOUNDATION
    EIN:
    23-2453230
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    RECEIVABLE FROM STOCK REDEMPTION 552,020 1,100,000 1,100,000


    TY 2020 OtherExpensesSchedule
    Name:
    DEXTER F BAKER AND DOROTHY H BAKER
     
    FOUNDATION
    EIN:
    23-2453230
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 571 0   571
    TELEPHONE 753 0   753
    PRINTING 278 0   278
    POSTAGE 743 0   753
    DUES 2,675 0   2,675
    INTERNET AND WEB SERVICES 5,075 0   5,075
    INSURANCE 1,854 0   1,854
    MISCELLANEOUS 78 0   78
    MARGIN INTEREST 222 222   0
    INVESTMENT ADVISORY FEES 20,000 20,000   0
    K-1 INVESTMENT EXPENSES 108,244 108,244   0


    TY 2020 OtherIncomeSchedule2
    Name:
    DEXTER F BAKER AND DOROTHY H BAKER
     
    FOUNDATION
    EIN:
    23-2453230
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER K-1 INCOME 169,124 64,888 169,124


    TY 2020 OtherIncreasesSchedule
    Name:
    DEXTER F BAKER AND DOROTHY H BAKER
     
    FOUNDATION
    EIN:
    23-2453230
    Description Amount
    K-1 BOOK TO TAX DIFFERENCES 596,028


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    DEXTER F BAKER AND DOROTHY H BAKER
     
    FOUNDATION
    EIN:
    23-2453230
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING 71,100 0   71,100
    ACCOUNTING 15,500 0   15,500
    BOOKKEEPING 9,150 0   9,150


    TY 2020 TaxesSchedule
    Name:
    DEXTER F BAKER AND DOROTHY H BAKER
     
    FOUNDATION
    EIN:
    23-2453230
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 10,743 10,743   0
    EXCISE TAX 40,755 0   0