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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE BEKER FOUNDATION
C/O MILLBURN RIDGEFIELD CORPORATION
Number and street (or P.O. box number if mail is not delivered to street address)55 WEST 46TH STREET 31ST FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10036
A Employer identification number

13-3249239
B Telephone number (see instructions)

(212) 332-7300
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$51,769,187J 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) 513,628
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 451,640 451,640  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,997,140
b Gross sales price for all assets on line 6a 3,146,455
7 Capital gain net income (from Part IV, line 2)... 2,939,977
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 -307,215 -312,821  
12 Total. Add lines 1 through 11........ 3,655,193 3,078,796  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 95,194 0   95,194
14 Other employee salaries and wages...... 46,148 0   46,148
15 Pension plans, employee benefits....... 12,082 0   12,082
16a Legal fees (attach schedule)......... Click to see attachment 38 0   38
b Accounting fees (attach schedule)....... Click to see attachment 6,800 0   6,800
c Other professional fees (attach schedule).... Click to see attachment 49,413 0   49,413
17 Interest............... 20,650 20,650   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 12,304 6,304   0
19 Depreciation (attach schedule) and depletion... 291 3  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,301 0   3,301
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 184,682 179,504   5,178
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 430,903 206,461   218,154
25 Contributions, gifts, grants paid....... 1,953,295 1,953,295
26 Total expenses and disbursements. Add lines 24 and 25 2,384,198 206,461   2,171,449
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,270,995
b Net investment income (if negative, enter -0-) 2,872,335
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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.............      
2 Savings and temporary cash investments......... 442,624 379,118 379,118
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)      
b Investments—corporate stock (attach schedule)....... 8,051,030 Click to see attachment9,880,953 9,880,953
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet1,440
Less: accumulated depreciation (attach schedule) bullet288   1,152 1,152
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 36,220,644 Click to see attachment41,507,964 41,507,964
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 44,714,298 51,769,187 51,769,187
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........... 44,714,298 51,769,187
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 44,714,298 51,769,187
30 Total liabilities and net assets/fund balances (see instructions). 44,714,298 51,769,187
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
44,714,298
2
Enter amount from Part I, line 27a .....................
2
1,270,995
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
5,783,894
4
Add lines 1, 2, and 3 ..........................
4
51,769,187
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
51,769,187
Form 990-PF (2021)
Form 990-PF (2021)
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 NESTOR PARTNERS (PARTNERSHIP) P 2021-01-01 2021-12-31
b NESTOR PARTNERS (PARTNERSHIP) P 2020-12-31 2021-12-31
c NCH BAKLAN FUND LP (PARTNERSHIP) P 2020-12-31 2021-12-31
d MILLBURN EQUITY PARTNERS LLC (PARTNERSHIP) P 2021-01-01 2021-12-31
e MILLBURN EQUITY PARTNERS LLC (PARTNERSHIP) P 2020-12-31 2021-12-31
SHAREVEST PARTNERS (PARTNERSHIP) P 2021-01-01 2021-12-31
SHAREVEST PARTNERS (PARTNERSHIP) P 2020-12-31 2021-12-31
MILLBURN MCO PARTNERS LP (PARTNERSHIP) P 2021-01-01 2021-12-31
MILLBURN MCO PARTNERS LP (PARTNERSHIP) P 2020-12-31 2021-12-31
APOLLO FUND (PARTNERSHIP) P 2021-01-01 2021-12-31
APOLLO FUND (PARTNERSHIP) P 2020-12-31 2021-12-31
LESS: CAPITAL GAINS/LOSSES SUBJECT TO UBT P 2021-01-01 2021-12-31
LESS: CAPITAL GAINS/LOSSES SUBJECT TO UBT P 2020-12-31 2021-12-31
  P    
  P    
0.307 ISHARES RUSSELL 1000 ETF P 2021-03-31 2021-05-03
0.324 ISHARES RUSSELL 2000 ETF P 2021-03-31 2021-05-03
0.465 ISHARES RUSSELL MID CAP ETF P 2021-03-31 2021-05-03
0.019 VANGUARD REAL ESTATE INDEX ETF P 2021-03-30 2021-05-03
384 ISHARES RUSSELL 1000 ETF P 2015-12-07 2021-11-04
0.539 ISHARES RUSSELL 1000 ETF P 2015-12-07 2021-11-04
427 ISHARES RUSSELL 2000 ETF P 2015-12-07 2021-11-04
0.038 ISHARES RUSSELL 2000 ETF P 2015-12-07 2021-11-04
1,193 ISHARES RUSSELL MID CAP ETF P 2015-12-07 2021-11-04
0.091 ISHARES RUSSELL MID CAP ETF P 2015-12-07 2021-11-04
(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 274,133     274,133
b 33,221     33,221
c     6,460 -6,460
d 2,552     2,552
e 414,230     414,230
17,141     17,141
782,432     782,432
120,241     120,241
342,249     342,249
823,262     823,262
36,812     36,812
    10,623 -10,623
    46,540 -46,540
      0
      0
72   69 3
73   71 2
36   34 2
2   2 0
99,859   44,389 55,470
140   62 78
99,991   49,436 50,555
9   4 5
99,992   48,784 51,208
8   4 4
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       274,133
b       33,221
c       -6,460
d       2,552
e       414,230
      17,141
      782,432
      120,241
      342,249
      823,262
      36,812
      -10,623
      -46,540
      0
      0
      3
      2
      2
      0
      55,470
      78
      50,555
      5
      51,208
      4
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 2,939,977
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 39,925
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 39,925
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 20,612
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 61,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 81,612
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 41,687
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet41,687 RefundedBullet 11 0
Part VI-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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE, MA
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletTHEBEKERFOUNDATION.ORG
    14
    The books are in care ofbulletGREGG BUCKBINDER CO MILLBURN RIDGEFIELD CORP Telephone no.bullet (212) 332-7300

    Located atbullet55 WEST 46TH STREET 31ST FLOORNEW YORKNY ZIP+4bullet10036
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    HARVEY BEKER PRESIDENT & TREASURER
    1.00     		0 0 0
    C/O 204 COMMONWEALTH AVENUE
    BOSTON,MA02116
    JAYNE BEKER VP & SECRETARY
    1.00     		0 0 0
    C/O 204 COMMONWEALTH AVENUE
    BOSTON,MA02116
    GREGG BUCKBINDER ASST SECRETARY & ASST TREA
    0.50     		0 0 0
    C/O MILLBURN RIDGEFIELD CORP 55
    WEST 46TH STREET 31ST FLOOR
    NEW YORK,NY10036
    SHERI GUROCK EXECUTIVE DIRECTOR
    35.00     		95,194 0 0
    C/O 204 COMMONWEALTH AVENUE
    BOSTON,MA02116
    ALISON JUDD DIRECTOR
    0.50     		0 0 0
    C/O 204 COMMONWEALTH AVENUE
    BOSTON,MA02116
    EMILY BEKER DIRECTOR
    0.50     		0 0 0
    C/O 204 COMMONWEALTH AVENUE
    BOSTON,MA02116
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    48,326,957
    b
    Average of monthly cash balances.......................
    1b
    691,256
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    49,018,213
    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
    49,018,213
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    735,273
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    48,282,940
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,414,147
    Part X
    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 IX, line 6..................
    1
    2,414,147
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    39,925
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    8,766
    c
    Add lines 2a and 2b............................
    2c
    48,691
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,365,456
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,365,456
    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 XII, line 1 ...
    7
    2,365,456
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 2,365,456
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 33,321
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,172,889
    a Applied to 2020, but not more than line 2a 33,321
    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 2021 distributable amount..... 2,139,568
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		225,888
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    HARVEY BEKER
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    826 BOSTON
    3035 WASHINGTON ST
    ROXBURY,MA02119     		  PC GENERAL OPERATING 6,000
    ALEPH SOCIETY
    25 WEST 45 ST SUITE 701
    NEW YORK,NY10036     		  PC GENERAL OPERATING 1,500
    AMERICAN FRIENDS OF SHALVA
    22 W 38 ST
    NEW YORK,NY10016     		  PC GENERAL OPERATING 10,000
    AMERICAN FRIENDS OF DENTAL VOLUNTEERS FOR ISRAEL
    57 E 72ND STREET SUITE 1B
    NEW YORK,NY10021     		  PC GENERAL OPERATING 1,000
    AMERICAN FRIENDS OF YAHAD-IN UNUM
    25 WEST 45TH ST SUITE 701
    NEW YORK,NY10036     		  PC GENERAL OPERATING 5,000
    AMERICAN REPERTORY THEATER
    64 BRATTLE ST
    CAMBRIDGE,MA02138     		  PC GENERAL OPERATING 5,000
    ANIMAL RESCUE LEAGUE OF BOSTON
    10 ANNAS PLACE
    DEDHAM,MA02026     		  PC GENERAL OPERATING 300
    ARCK
    36 BROMFIELD ST 301
    BOSTON,MA02108     		  PC GENERAL OPERATING 2,500
    ARTISTS FOR HUMANITY
    100 W 2ND ST
    BOSTON,MA02127     		  PC GENERAL OPERATING 5,000
    ARTS & BUSINESS COUNCIL OF GREATER BOSTON
    15 CHANNEL CENTER STREET SUITE 103
    BOSTON,MA02210     		  PC GENERAL OPERATING 2,500
    ASSOCIATES OF THE BOSTON PUBLIC LIBRARY
    700 BOYLSTON ST
    BOSTON,MA02116     		  PC GENERAL OPERATING 2,000
    BAGLY
    28 COURT SQUARE
    BOSTON,MA02108     		  PC GENERAL OPERATING 10,000
    BERKLEE INSTITUTE FOR ARTS EDUCATION AND SPECIAL NEEDS
    C/O BERKLEE COLLEGE OF MUSIC 1140
    BOYLSTON ST
    BOSTON,MA02215     		  PC GENERAL OPERATING 25,000
    BIKES NOT BOMBS
    284 AMORY STREET
    JAMAICA PLAIN,MA02130     		  PC GENERAL OPERATING 2,000
    BOSTON EXPLORERS
    72 MONTGOMERY ST
    BOSTON,MA02116     		  PC GENERAL OPERATING 7,500
    BOSTON FOUNDATION COMMITTEE TO LIGHT COMM AVE
    PO BOX 990648
    BOSTON,MA02199     		  PC GENERAL OPERATING 5,000
    BOTTOM LINE
    50 MILK ST 16TH FLOOR
    BOSTON,MA02109     		  PC GENERAL OPERATING 10,000
    BRANDEIS UNIVERSITY
    PO BOX 9110 MAIL STOP 092
    WALTHAM,MA022549110     		  PC GENERAL OPERATING 154,250
    BREAKTIME
    170 PORTLAND STREET
    BOSTON,MA02114     		  PC GENERAL OPERATING 25,000
    BRIGHTER BOSTON
    115 ELIOT STREET
    CHESTNUT HILL,MA02467     		  PC GENERAL OPERATING 2,500
    BRIGHAM & WOMENS HOSPITAL
    116 HUNTINGTON AVE 3RD FL
    BOSTON,MA02116     		  PC GENERAL OPERATING 25,000
    BRIS AVROHOM
    910 SALEM AVE
    HILLSIDE,NJ07205     		  PC GENERAL OPERATING 3,600
    BROOKLINE COMMUNITY MENTAL HEALTH CENTER
    41 GARRISON ROAD
    BROOKLINE,MA02445     		  PC GENERAL OPERATING 5,000
    BROOKLINE FOOD PANTRY
    PO BOX 45
    BROOKLINE,MA02446     		  PC GENERAL OPERATING 2,500
    THE BROOKLINE LIBRARY FOUNDATION
    361 WASHINGTON STREET
    BROOKLINE,MA02445     		  PC GENERAL OPERATING 600
    BROOKVIEW HOUSE
    2 BROOKVIEW STREET
    DORCHESTER,MA02124     		  PC GENERAL OPERATING 2,000
    CAMP RAMAH WISCONSIN
    65 EAST WACKER PLACE SUITE 1200
    CHICAGO,IL60601     		  PC GENERAL OPERATING 5,000
    CAPE COD HEALTH CARE
    PO BOX 370
    HYANNIS,MA02601     		  PC GENERAL OPERATING 5,000
    THE CENTER FOR TRAUMA AND EMBODIMENT AT JUSTICE RESOURCE INSTITUTE
    160 GOULD STREET SUITE 300
    NEEDHAM,MA02494     		  PC GENERAL OPERATING 10,000
    CHABAD JEWISH CENTER
    745 WEST MAIN ST
    HYANNIS,MA02601     		  PC GENERAL OPERATING 1,800
    CHILDRENS SERVICES OF ROXBURY
    520 DUDLEY STREET
    ROXBURY,MA02119     		  PC GENERAL OPERATING 20,000
    CIRCUS UP
    8 BROOKLEY RD
    JAMAICA PLAIN,MA02130     		  PC GENERAL OPERATING 10,000
    CITYSPROUTS
    1035 CAMBRIDGE STREET
    CAMBRIDGE,MA02141     		  PC GENERAL OPERATING 3,000
    CLARK UNIVERSTY
    950 MAIN ST
    WORCESTER,MA01610     		  PC GENERAL OPERATING 2,000
    CLARK UNIVERSTY HILLEL
    950 MAIN ST
    WORCESTER,MA01610     		  PC GENERAL OPERATING 3,600
    COACHING 4 CHANGE
    427 WINTHROP ST UNIT A
    TAUNTON,MA02780     		  PC GENERAL OPERATING 2,500
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH ST
    BOSTON,MA02110     		  PC GENERAL OPERATING 150,000
    CONGREGATION BETH SHALOM
    5303 WINTERS CHAPEL RD
    DUNWOODY,GA30360     		  PC GENERAL OPERATING 1,800
    CONGREGATION KEHILLATH ISRAEL
    384 HARVARD ST
    BROOKLINE,MA02446     		  PC GENERAL OPERATING 29,396
    COTUIT CENTER FOR THE ARTS
    4404 FALMOUTH RD
    COTUIT,MA02635     		  PC GENERAL OPERATING 1,000
    CROHNS AND COLITIS FOUNDATION OF AMERICA
    NEW ENGLAND CHAPTER 72 RIVER PARK
    ST SUITE 202
    NEEDHAM HEIGHTS,MA02494     		  PC GENERAL OPERATING 1,000
    DAYENU CO SOCIAL GOOD FUND
    475 RIVERSIDE DR SUITE 800
    NEW YORK,NY10115     		  PC GENERAL OPERATING 3,600
    DEM BOIS
    PO BOX 6809
    SAN PABLO,CA948060809     		  PC GENERAL OPERATING 2,400
    EDEN VILLAGE CAMP
    392 DENNYTOWN ROAD
    PUTNAM VALLEY,NY10579     		  PC GENERAL OPERATING 31,000
    ELIOT SCHOOL OF FINE & APPLIED ARTS
    24 ELIOT STREET
    BOSTON,MA02130     		  PC GENERAL OPERATING 20,000
    ELIZABETH PEABODY HOUSE
    277 BROADWAY
    SOMERVILLE,MA02145     		  PC GENERAL OPERATING 2,000
    EPSTEIN HILLEL SCHOOL
    6 COMMUNITY RD
    MARBLEHEAD,MA01945     		  PC GENERAL OPERATING 2,199
    EPSTEIN SCHOOL
    335 COLEWOOD WAY NW
    SANDY SPRINGS,GA30328     		  PC GENERAL OPERATING 3,600
    ESPLANADE ASSOCIATION
    376 BOYLSTON ST SUITE 503
    BOSTON,MA02116     		  PC GENERAL OPERATING 45,000
    EXPONENT PHILANTHROPY
    1720 N STREET NW
    WASHINGTON,DC20036     		  PC GENERAL OPERATING 780
    FACING HISTORY AND OURSELVES
    16 HURD RD
    BROOKLINE,MA02445     		  PC GENERAL OPERATING 51,000
    FRISCH SCHOOL
    120 W CENTURY RD
    PARAMUS,NJ07652     		  PC GENERAL OPERATING 50,000
    FURKIDS
    5235 UNION HILL RD
    CUMMING,GA30040     		  PC GENERAL OPERATING 2,000
    GANN ACADEMY
    333 FOREST STREET
    WALTHAM,MA02452     		  PC GENERAL OPERATING 30,500
    GATEWAYS
    333 NAHANTON ST
    NEWTON,MA02459     		  PC GENERAL OPERATING 50,000
    GROUNDSWELL FUND
    548 MARKET STREET 49734
    SAN FRANCISCO,CA94104     		  PC GENERAL OPERATING 2,500
    GROUNDWORK LAWRENCE
    50 ISLAND ST 101
    LAWRENCE,MA01840     		  PC GENERAL OPERATING 5,000
    GRUBSTREET
    162 BOYLSTON ST 5TH FL
    BOSTON,MA02116     		  PC GENERAL OPERATING 48,000
    HARVARD UNIVERSITY (DEANS COUNCIL)
    124 MT AUBURN STREET
    CAMBRIDGE,MA02138     		  PC GENERAL OPERATING 25,000
    HEALTH COMES FIRST
    C/O ASIAN AMERICAN RESOURCE
    WORKSHOP 42 CHARLES STREET SUITE D
    DORCHESTER,MA02122     		  PC GENERAL OPERATING 25,000
    HEBREW COLLEGE
    160 HERRICK ROAD
    NEWTONCENTRE,MA02459     		  PC GENERAL OPERATING 25,000
    HEBREW INSTITUTE OF RIVERDALE
    3700 HENRY HUDSON PKY
    BRONX,NY10463     		  PC GENERAL OPERATING 5,000
    HOMESTART
    105 CHAUNCY STREET SUITE 502
    BOSTON,MA02111     		  PC GENERAL OPERATING 10,000
    HOUSING FAMILIES
    919 EASTERN AVENUE
    MALDEN,MA02148     		  PC GENERAL OPERATING 20,000
    INSTITUTE OF CONTEMPORARY ART
    25 HARBOR SHORE DRIVE
    BOSTON,MA02210     		  PC GENERAL OPERATING 2,500
    ISABELLA STEWART GARDNER MUSEUM
    25 EVANS WAY
    BOSTON,MA02115     		  PC GENERAL OPERATING 20,000
    ISRAAID (US)
    555 COLLEGE AVE
    PALO ALTO,CA94306     		  PC GENERAL OPERATING 10,000
    JCDS
    57 STANELY AVE
    WATERTOWN,MA02472     		  PC GENERAL OPERATING 695
    JEWBELONG
    PO BOX 3013
    MONTCLAIR,NJ07043     		  PC GENERAL OPERATING 10,000
    JEWISH ARTS COLLABORATIVE
    1320 CENTRE ST SUITE 201
    NEWTON,MA02459     		  PC GENERAL OPERATING 7,500
    JEWISH BIG BROTHER BIG SISTER
    333 NAHANTON STREET
    NEWTON,MA02459     		  PC GENERAL OPERATING 450
    JEWISH CENTER OF BOSTON
    20 PARK PLAZA 499
    BOSTON,MA02116     		  PC GENERAL OPERATING 10,000
    JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER BOSTON
    126 HIGH STREET
    BOSTON,MA02110     		  PC GENERAL OPERATING 3,600
    JEWISH FAMILY & CHILDRENS SERVICES
    1430 MAIN STREET
    WALTHAM,MA02451     		  PC GENERAL OPERATING 60,000
    JEWISH FAMILY SERVICE OF METROWEST
    475 FRANKLIN ST SUITE 101
    FRAMINGHAM,MA01702     		  PC GENERAL OPERATING 1,000
    JEWISH FUNDERS NETWORK
    150 WEST 30TH STREET SUITE 900
    NEW YORK,NY10001     		  PC GENERAL OPERATING 2,500
    JEWS OF COLOR INITIATIVE
    C/O TIDES CENTER PO BOX 399385
    SAN FRANCISCO,CA94139     		  PC GENERAL OPERATING 3,600
    KESHET
    284 AMORY STREET
    JAMAICA PLAIN,MA02130     		  PC GENERAL OPERATING 50,000
    KIDS IN TECH
    PO BOX 9057
    LOWELL,MA01853     		  PC GENERAL OPERATING 10,000
    MAIMONIDES SCHOOL
    34 PHILBRICK ROAD
    BROOKLINE,MA02445     		  PC GENERAL OPERATING 13,100
    MASSARTCOLLEGE OF ART & DESIGN
    621 HUNTINGTON AVE
    BOSTON,MA02115     		  PC GENERAL OPERATING 42,000
    MASSCREATIVE
    15 CHANNEL CENTER ST STE 103
    BOSTON,MA02210     		  PC GENERAL OPERATING 10,000
    MAYYIM HAYYIM
    1838 WASHINGTON ST
    NEWTON,MA02466     		  PC GENERAL OPERATING 30,000
    METROWEST JEWISH DAY SCHOOL
    50 PAMELA RD
    FRAMINGHAM,MA01701     		  PC GENERAL OPERATING 62,000
    MIDAS COLLABORATIVE
    2 OLIVER ST SUITE 802
    BOSTON,MA02109     		  PC GENERAL OPERATING 10,000
    MJCCA
    5342 TILLY MILL RD
    DUNWOODY,GA30338     		  PC GENERAL OPERATING 4,000
    MORE THAN WORDS
    56 FELTON ST
    WALTHAM,MA02453     		  PC GENERAL OPERATING 5,000
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1667 K ST NW SUITE 550
    WASHINGTON,DC20006     		  PC GENERAL OPERATING 1,500
    NEIGHBORHOOD VILLAGES
    64 SIGOURNEY ST JAMAICA PLAIN MA
    02130
    JAMAICA PLAIN,MA02130     		  PC GENERAL OPERATING 2,500
    NEW ENGLAND HEBREW ACADEMY
    9 PRESCOTT ST
    BROOKLINE,MA02446     		  PC GENERAL OPERATING 3,750
    NEW YORK UNIVERSITY
    70 WASHINGTON SQ SO
    NEW YORK,NY10012     		  PC GENERAL OPERATING 25,000
    OCEAN CLEANUP NORTH PACIFIC FOUNDATION
    DEPT LA 24875
    PASADENA,CA91185     		  PC GENERAL OPERATING 550
    ONE CAN HELP
    PO BOX 55
    NEWTON,MA02468     		  PC GENERAL OPERATING 10,000
    ONE FAMILY
    423 WEST BROADWAY SUITE 402
    BOSTON,MA02127     		  PC GENERAL OPERATING 2,500
    OPEN DOOR ARTS
    C/O SEVEN HILLS FOUNDATION 81 HOPE
    AVE
    WORCESTER,MA01603     		  PC GENERAL OPERATING 10,000
    ORIGINATION
    3708 WASHINGTON STREET
    JAMAICA PLAIN,MA02130     		  PC GENERAL OPERATING 2,000
    PHILANTHROPY MA
    133 FEDERAL ST SUITE 802
    BOSTON,MA02110     		  PC GENERAL OPERATING 4,920
    PRIZMAH
    254 WEST 54TH STREET 11TH FLOOR
    NEW YORK,NY10019     		  PC GENERAL OPERATING 10,000
    RASHI SCHOOL
    8000 GREAT MEADOW ROAD
    DEDHAM,MA02026     		  PC GENERAL OPERATING 6,318
    RAW ART WORKS
    37 CENTRAL SQUARE
    LYNN,MA01901     		  PC GENERAL OPERATING 5,000
    RISING SONG INSTITUTE
    C/O HADAR INSTITUTE 190 AMSTERDAM
    AVENUE
    NEW YORK,NY10023     		  PC GENERAL OPERATING 1,800
    ROOM TO GROW
    142 BERKELEY ST
    BOSTON,MA02116     		  PC GENERAL OPERATING 2,500
    SAR ACADEMY
    655 W 254 ST
    BRONX,NY10471     		  PC GENERAL OPERATING 25,000
    SCHOTT FOUNDATION
    1250 HANCOCK ST SUITE 803N
    QUINCY,MA02169     		  PC GENERAL OPERATING 2,000
    SHADY HILL SCHOOL
    178 COOLLIDGE HILL
    CAMBRIDGE,MA02138     		  PC GENERAL OPERATING 30,000
    SHALEM FOUNDATION
    845 THIRD AVE 6 FLR
    NEW YORK,NY10022     		  PC GENERAL OPERATING 50,000
    SHALOH HOUSE
    29 CHESTNUT HILL AVE
    BRIGHTON,MA02135     		  PC GENERAL OPERATING 7,500
    SHOMREI TORAH
    19-10 MORLOT AVE
    FAIR LAWN,NJ07410     		  PC GENERAL OPERATING 5,000
    SINAI SPECIAL NEEDS INSTITUTE
    1600 QUEEN ANNE RD
    TEANECK,NJ07666     		  PC GENERAL OPERATING 10,000
    SISTERS UNCHAINED
    PO BOX 300902
    JAMAICA PLAIN,MA02130     		  PC GENERAL OPERATING 2,500
    SOCIAL INNOVATION FORUM
    2 OLIVER STREET SUITE 802
    BOSTON,MA02109     		  PC GENERAL OPERATING 30,000
    SOCIEDAD LATINA
    1530 TREMONT STREET
    ROXBURY,MA02120     		  PC GENERAL OPERATING 20,000
    SOLOMON SCHECHTER DAY SCHOOL
    125 WELLS AVENUE
    NEWTON,MA02459     		  PC GENERAL OPERATING 113,300
    SPORTSMENS TENNIS AND ENRICHMENT CENTER
    950 BLUE HILL AVENUE
    DORCHESTER,MA02124     		  PC GENERAL OPERATING 25,000
    STRIARHEBREWACADEMY
    100 AMES STREET
    SHARON,MA02067     		  PC GENERAL OPERATING 1,800
    THE RECORD CO
    960 MASSACHUSETTS AVE
    BOSTON,MA02118     		  PC GENERAL OPERATING 1,000
    THE TEACHER COLLABORATIVE
    POBOX441645
    SOMERVILLE,MA02144     		  PC GENERAL OPERATING 2,000
    TECH GOES HOME
    867 BOYLSTON ST 5TH FL
    BOSTON,MA02116     		  PC GENERAL OPERATING 5,000
    TORAH ACADEMY
    198 STRATHMORE RD
    BRIGHTON,MA02135     		  PC GENERAL OPERATING 7,610
    TRANSFORMATIONAL PRISON PROJECT
    C/O TIDES CENTER PO BOX 399385
    SAN FRANCISCO,CA94139     		  PC GENERAL OPERATING 10,000
    TRANS JUSTICE FUND PROJECT
    C/O TIDES FOUNDATION PO BOX 29903
    SAN FRANCISCO,CA94129     		  PC GENERAL OPERATING 2,000
    TRINITY BOSTON CONNECTS
    206 CLARENDON ST
    BOSTON,MA02116     		  PC GENERAL OPERATING 10,000
    TUTORING PLUS
    225 WINDSOR STREET
    CAMBRIDGE,MA02139     		  PC GENERAL OPERATING 10,000
    URBAN FARMING INSTITUTE
    PO BOX 260371
    MATTAPAN,MA02126     		  PC GENERAL OPERATING 600
    USES
    48 RUTLAND STREET
    BOSTON,MA02118     		  PC GENERAL OPERATING 10,000
    UTEC
    PO BOX 7066
    LOWELL,MA01852     		  PC GENERAL OPERATING 5,000
    THE VILNA SHUL
    18 PHILLIPS STREET
    BOSTON,MA02114     		  PC GENERAL OPERATING 5,000
    WASHINGTON SQUARE MINYAN
    PO BOX 392
    BROOKLINE,MA02446     		  PC GENERAL OPERATING 5,000
    WEST END HOUSE
    LEWIS GORDON CENTER 105 ALLSTON
    STREET
    ALLSTON,MA02134     		  PC GENERAL OPERATING 25,000
    WONDERMORE
    1647 BEACON ST SUITE 5
    NEWTON,MA02468     		  PC GENERAL OPERATING 10,875
    YAD CHESSED FUND
    PO BOX 470752
    BROOKLINE,MA02447     		  PC GENERAL OPERATING 10,000
    YAVNEH ACADEMY
    155 FAIRVIEW AVE
    PARAMUS,NJ07652     		  PC GENERAL OPERATING 1,800
    YESHIVA OHR YISRAEL
    325 RESERVOIR RD
    CHESTNUT HILL,MA02467     		  PC GENERAL OPERATING 1,000
    ZACHOR
    C/O BOSTON DANCE ALLIANCE 79
    MARLBORO ST
    BELMONT,MA02478     		  PC GENERAL OPERATING 20,000
    ZAMIR CHORAL FOUNDATION
    475 RIVERSIDE DR SUITE 1948
    NEW YORK,NY10115     		  PC GENERAL OPERATING 1,800
    ZAMIR CHORALE OF BOSTON
    PO BOX 126
    NEWTON CENTRE,MA02459     		  PC GENERAL OPERATING 1,800
    ZUMIX
    260 SUMNER ST
    EAST BOSTON,MA02128     		  PC GENERAL OPERATING 3,000
    FROM SCHEDULE K-1S - PASS-THROUGH PARTNERSHIPS
    55 WEST 46TH STREET
    NEW YORK,NY10036     		  PC GENERAL OPERATING 2
    Total .................................bullet 3a 1,953,295
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		         
    4 Dividends and interest from securities ....          
    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 ............     		901101 57,163 18 2,939,977  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aORDINARY INCOME FROM INVESTMENT PARTNERSHIPS     		901101 5,559 01 -312,821  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 62,722 3,078,843 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,141,565
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    THE BEKER FOUNDATION
    C/O MILLBURN RIDGEFIELD CORPORATION
    Employer identification number

    13-3249239
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE BEKER FOUNDATION
    C/O MILLBURN RIDGEFIELD CORPORATION         		Employer identification number
    13-3249239
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    HARVEY BEKER
    C/O 204 COMMONWEALTH AVENUE
     
    BOSTON, MA02116

    		$ 256,514


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    HARVEY BEKER
    C/O 204 COMMONWEALTH AVENUE
     
    BOSTON, MA02116

    		$ 257,114


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE BEKER FOUNDATION
    C/O MILLBURN RIDGEFIELD CORPORATION         		Employer identification number

    13-3249239
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 719 SHARES OLD DOMINION FREIGHT LINES INC $ 256,514 2021-12-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 638 SHARES LULULEMON ATHLETICA INC $ 257,114 2021-12-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE BEKER FOUNDATION
    C/O MILLBURN RIDGEFIELD CORPORATION         		Employer identification number

    13-3249239
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE BEKER FOUNDATION
     
    C/O MILLBURN RIDGEFIELD CORPORATION
    EIN:
    13-3249239
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PKF O'CONNOR DAVIES LLP 6,800 0   6,800

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE BEKER FOUNDATION
     
    C/O MILLBURN RIDGEFIELD CORPORATION
    EIN:
    13-3249239
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD 500 INDEX FUND 90,537 90,537
    VANGUARD DEVELOPED MARKETS INDEX ADMIRAL 434,859 434,859
    CATALYST/MILLBURN HEDGE STRATEGY I 3,247,009 3,247,009
    FIDELITY-CUSTODIAN 6,108,548 6,108,548

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE BEKER FOUNDATION
     
    C/O MILLBURN RIDGEFIELD CORPORATION
    EIN:
    13-3249239
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HILLTOP PARTNERS LP FMV 13,671 13,671
    NESTOR PARTNERS FMV 2,898,961 2,898,961
    NCH BALKAN FUND LP FMV 923,129 923,129
    MILLBURN EQUITY PARTNERS LLC FMV 6,116,650 6,116,650
    SHAREVEST PARTNERS LP FMV 19,797,374 19,797,374
    MILLBURN MCO PARTNERS LP FMV 3,994,572 3,994,572
    APOLLO FUND FMV 7,763,607 7,763,607

    TY 2021 LegalFeesSchedule
    Name:
    THE BEKER FOUNDATION
     
    C/O MILLBURN RIDGEFIELD CORPORATION
    EIN:
    13-3249239
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    HERRICK FEINSTEIN LLP 38 0   38


    TY 2021 OtherExpensesSchedule
    Name:
    THE BEKER FOUNDATION
     
    C/O MILLBURN RIDGEFIELD CORPORATION
    EIN:
    13-3249239
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PORTFOLIO DEDUCTIONS FROM PARTNERSHIPS 179,504 179,504   0
    FILING AND REGISTRATION FEES 740 0   740
    INSURANCE 1,022 0   1,022
    MISCELLANEOUS 344 0   344
    SUPPLIES 278 0   278
    DUES AND SUBSCRIPTIONS 230 0   230
    COMPUTER EXPENSES 898 0   898
    POSTAGE AND DELIVERY 41 0   41
    TEMPORARY HELP 1,625 0   1,625


    TY 2021 OtherIncomeSchedule2
    Name:
    THE BEKER FOUNDATION
     
    C/O MILLBURN RIDGEFIELD CORPORATION
    EIN:
    13-3249239
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER MISCELLANEOUS INCOME 47 0 47
    ORDINARY INCOME FROM INVESTMENT PARTNERSHIPS -307,262 -312,821 -307,262


    TY 2021 OtherIncreasesSchedule
    Name:
    THE BEKER FOUNDATION
     
    C/O MILLBURN RIDGEFIELD CORPORATION
    EIN:
    13-3249239
    Description Amount
    UNREALIZED GAINS 5,783,894


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE BEKER FOUNDATION
     
    C/O MILLBURN RIDGEFIELD CORPORATION
    EIN:
    13-3249239
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NEW SOLUTIONS K12 45,000 0   45,000
    ONE TENTH CONSULTING 3,052 0   3,052
    ADP INC 1,361 0   1,361


    TY 2021 TaxesSchedule
    Name:
    THE BEKER FOUNDATION
     
    C/O MILLBURN RIDGEFIELD CORPORATION
    EIN:
    13-3249239
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 6,215 6,215   0
    FEDERAL TAXES 6,000 0   0
    FEDERAL WITHHOLDING 89 89   0