Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$45,364,992
J 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) 228,782
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 790,684 790,684  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,799,735
b Gross sales price for all assets on line 6a 3,509,494
7 Capital gain net income (from Part IV, line 2)... 2,870,804
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)....... -168,721 -155,954  
12 Total. Add lines 1 through 11........ 3,650,480 3,505,534  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 132,752 0   132,752
14 Other employee salaries and wages...... 134,929 0   134,929
15 Pension plans, employee benefits....... 32,889 0   32,889
16a Legal fees (attach schedule)......... 1,532 0   1,532
b Accounting fees (attach schedule)....... 3,750 0   3,750
c Other professional fees (attach schedule).... 3,621 0   3,621
17 Interest............... 20,074 20,074   0
18 Taxes (attach schedule) (see instructions)... 64,881 3,881   0
19 Depreciation (attach schedule) and depletion... 461 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,074 0   4,074
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 167,879 164,484   3,379
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 566,842 188,439   316,926
25 Contributions, gifts, grants paid....... 2,132,515 2,132,515
26 Total expenses and disbursements. Add lines 24 and 25 2,699,357 188,439   2,449,441
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 951,123
b Net investment income (if negative, enter -0-) 3,317,095
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 379,118 587,556 587,556
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 9,880,953 Click to see attachment
List of Attached Documents:
// Content
9,160,722
9,160,722
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow1,440
Less: accumulated depreciation (attach schedule) right arrow749 1,152 691 691
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 41,507,964 Click to see attachment
List of Attached Documents:
// Content
35,616,023
35,616,023
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 51,769,187 45,364,992 45,364,992
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 51,769,187 45,364,992
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 51,769,187 45,364,992
30 Total liabilities and net assets/fund balances (see instructions). 51,769,187 45,364,992
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
51,769,187
2
Enter amount from Part I, line 27a .....................
2
951,123
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
52,720,310
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
7,355,318
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
45,364,992
Form 990-PF (2022)
Form 990-PF (2022)
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 4.286 VANGUARD ENERGY INDEX FUND D 2022-03-28 2022-12-30
b 5.580 VANGUARD ENERGY INDEX FUND D 2022-06-27 2022-12-30
c 6.930 VANGUARD ENERGY INDEX FUND D 2022-09-30 2022-12-30
d 6.771 VANGUARD ENERGY INDEX FUND D 2022-12-19 2022-12-30
e 0.040 VANGUARD ENERGY INDEX FUND D 2021-05-15 2022-12-30
543.960 VANGUARD ENERGY INDEX FUND D 2021-03-15 2022-12-30
4.621 VANGUARD ENERGY INDEX FUND D 2021-06-23 2022-12-30
6.724 VANGUARD ENERGY INDEX FUND D 2021-10-01 2022-12-30
7.128 VANGUARD ENERGY INDEX FUND D 2021-12-20 2022-12-30
NESTOR PARTNERS (PARTNERSHIP) P 2022-01-01 2022-12-31
NESTOR PARTNERS (PARTNERSHIP) P 2021-12-31 2022-12-31
NCH BALKAN FUND LP (PARTNERSHIP) P 2021-12-31 2022-12-31
MILLBURN EQUITY PARTNERS LLC (PARTNERSHIP) P 2022-01-01 2022-12-31
MILLBURN EQUITY PARTNERS LLC (PARTNERSHIP) P 2021-12-31 2022-12-31
SHAREVEST PARTNERS (PARTNERSHIP) P 2021-12-31 2022-12-31
MILLBURN MCO PARTNERS LP (PARTNERSHIP) P 2022-01-01 2022-12-31
MILLBURN MCO PARTNERS LP (PARTNERSHIP) P 2021-12-31 2022-12-31
APOLLO FUND (PARTNERSHIP) P 2022-01-01 2022-12-31
APOLLO FUND (PARTNERSHIP) P 2021-12-31 2022-12-31
LESS: CAPITAL GAINS/LOSSES SUBJECT TO UBT P 2022-01-01 2022-12-31
LESS: CAPITAL GAINS/LOSSES SUBJECT TO UBT P 2021-12-31 2022-12-31
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 517   462 55
b 673   571 102
c 836   708 128
d 816   788 28
e 5   3 2
65,597   39,976 25,621
557   358 199
811   506 305
860   522 338
283,969     283,969
309,609     309,609
    5,992 -5,992
    73,254 -73,254
1,081,180     1,081,180
    487,376 -487,376
    28,174 -28,174
51,014     51,014
758,123     758,123
846,807     846,807
22,248     22,248
21,318     21,318
64,554     64,554
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       55
b       102
c       128
d       28
e       2
      25,621
      199
      305
      338
      283,969
      309,609
      -5,992
      -73,254
      1,081,180
      -487,376
      -28,174
      51,014
      758,123
      846,807
      22,248
      21,318
      64,554
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 2,870,804
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 46,108
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 46,108
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 46,108
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 41,687
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 46,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 87,687
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 41,579
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow41,579 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowDE, 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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowBEKERFOUNDATION.ORG
14
The books are in care ofright arrowGREGG BUCKBINDER CO MILLBURN RIDGEFIELD CORP Telephone no.right arrow (212) 332-7300

Located atright arrow55 WEST 46TH STREET 31ST FLOORNEW YORKNY ZIP+4right arrow10036
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
132,752 2,935 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
BRIAN KIBLER STRATEGIC PROGRAM SP
35.00
68,544 6,782 0
40 NORTH ROAD 2
BEDFORD,MA01730
FELICE WHITTUM GRANTS & ADMIN MANAG
35.00
66,385 1,465 0
11 PILLION CT
NEWTOWN,MA02460
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
45,152,385
b
Average of monthly cash balances.......................
1b
943,241
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
46,095,626
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
46,095,626
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
691,434
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
45,404,192
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,270,210
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
2,270,210
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
46,108
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
46,108
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,224,102
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,224,102
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
2,224,102
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
2,449,441
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
2,449,441
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 2,224,102
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 225,888
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 2,449,441
a Applied to 2021, but not more than line 2a 225,888
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 2022 distributable amount..... 2,223,553
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
549
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 2017 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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 2,500

ALTERNATIVES FOR COMMUNITY AND ENVIRONMENT

2201 WASHINGTON ST 302
ROXBURY,MA02119
  PC GENERAL OPERATING 20,000

AMERICAN FRIENDS OF THE PARENTS CIRCLE

4 E 95TH ST 5C
NEW YORK,NY10128
  PC GENERAL OPERATING 3,600

AMERICAN FRIENDS OF SHALVA

22 W 38 ST
NEW YORK,NY10016
  PC GENERAL OPERATING 2,500

AMERICAN REPERTORY THEATER

64 BRATTLE ST
CAMBRIDGE,MA02138
  PC GENERAL OPERATING 5,000

ARCK

36 BROMFIELD ST 301
BOSTON,MA02108
  PC GENERAL OPERATING 2,000

ARTS & BUSINESS COUNCIL OF GREATER BOSTON

15 CHANNEL CENTER STREET SUITE 103
BOSTON,MA02210
  PC GENERAL OPERATING 10,000

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 ACCESSIBLE ARTS EDUCATION

C/O BERKLEE COLLEGE OF MUSIC 1140
BOYLSTON ST
BOSTON,MA02215
  PC PROFESSIONAL DEVELOPMENT PROGRAMMING 25,000

BIKES NOT BOMBS

284 AMORY STREET
JAMAICA PLAIN,MA02130
  PC GENERAL OPERATING 2,000

BLACK AND PINK MA

PO BOX 1718
BOSTON,MA02130
  PC GENERAL OPERATING 500

BOSTON FESTIVAL FOR NEW JEWISH MUSIC

C/O BACK ROOM BOSTON INC 55 MARTHA
ROAD
BOSTON,MA02114
  PC GENERAL OPERATING 5,000

BOSTON FOOD FOREST COALITION

76 WELD HILL STREET
JAMAICA PLAIN,MA02130
  PC GENERAL OPERATING 15,000

BOSTON FOUNDATION

PO BOX 843027
BOSTON,MA022843027
  PC QUIN IMPACT FUND 10,000

BOSTON MUSIC PROJECT

PO BOX 180772
BOSTON,MA02118
  PC GENERAL OPERATING 5,000

BOSTON WOMEN'S FUND

955 MASSACHUSETTS AVE 345
CAMBRIDGE,MA02139
  PC GENERAL OPERATING 1,000

BRANDEIS UNIVERSITY

PO BOX 9110 MAIL STOP 092
WALTHAM,MA022549110
  PC PRESIDENT'S DISCRETIONARY FUND, HILLEL, ARTS COUNCIL, DEPT. OF FINE ARTS 135,000

BREAKTIME

170 PORTLAND STREET
BOSTON,MA02114
  PC GENERAL OPERATING 10,000

BRIGHAM & WOMENS HOSPITAL

116 HUNTINGTON AVE 3RD FL
BOSTON,MA02116
  PC DR KAPLAN DEI CURRICULUM, CENTER FOR VISUAL ARTS IN HEALTHCARE 85,000

BRIGHTER BOSTON

115 ELIOT STREET
CHESTNUT HILL,MA02467
  PC CAREER PROGRAM PILOT 10,000

BRIS AVROHOM

910 SALEM AVE
HILLSIDE,NJ07205
  PC GENERAL OPERATING 3,600

BROOKLINE FOOD PANTRY

PO BOX 45
BROOKLINE,MA02446
  PC GENERAL OPERATING 3,600

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

CHABAD JEWISH CENTER

745 WEST MAIN ST
HYANNIS,MA02601
  PC GENERAL OPERATING, MIKVAH 17,500

CHILDREN'S ROOM THE

1210 MASSACHUSETTS AVE
ARLINGTON,MA02476
  PC GENERAL OPERATING 5,000

CHILDRENS SERVICES OF ROXBURY

520 DUDLEY STREET
ROXBURY,MA02119
  PC BEATS, RHYMES, AND LIFE PROGRAM 20,000

CIRCUS UP

8 BROOKLEY RD
JAMAICA PLAIN,MA02130
  PC GENERAL OPERATING 10,000

CITYSPROUTS

1035 CAMBRIDGE STREET
CAMBRIDGE,MA02141
  PC GENERAL OPERATING 10,000

CLARK UNIVERSTY

950 MAIN ST
WORCESTER,MA01610
  PC SCHOLARSHIPS AND ICE HOCKEY TEAM 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 187,500

COMMUNITY MUSIC CENTER OF BOSTON

PO BOX 171737
BOSTON,MA02117
  PC GENERAL OPERATING 2,400

CONGREGATION BETH SHALOM

5303 WINTERS CHAPEL RD
DUNWOODY,GA30360
  PC GENERAL OPERATING 1,800

CONGREGATION KEHILLATH ISRAEL

384 HARVARD ST
BROOKLINE,MA02446
  PC MEMBERSHIP, YIZKOR, GALA SPONSOR 10,351

CONSERVATION LAW FOUNDATION

62 SUMMER ST
BOSTON,MA02110
  PC GENERAL OPERATING 500

COTUIT CENTER FOR THE ARTS

4404 FALMOUTH RD
COTUIT,MA02635
  PC GENERAL OPERATING 1,000

CREATIVE ARTS AT PARK

171 GODDARD AVE
BROOKLINE,MA02445
  PC GENERAL OPERATING AND SCHOLARSHIP FUND 5,000

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 25,000

DEM BOIS

PO BOX 6809
SAN PABLO,CA948060809
  PC GENERAL OPERATING 2,500

EDEN VILLAGE CAMP

392 DENNYTOWN ROAD
PUTNAM VALLEY,NY10579
  PC YASHAR INCLUSION PROGRAM 31,000

ELEVATE YOUTH

89 SOUTH ST SUITE 203
BOSTON,MA02111
  PC GENERAL OPERATING 10,000

EMORY UNIVERSITY

762 CLIFTON RD SUITE 1400 MAIL STOP
0970-001-9AA
ATLANTA,GA30322
  PC TABLE TALK, CHAI TUNES, POWERLIFTING CLUB, HILLEL, GENERAL OPERATING 5,000

ENCOUNTER

C/O WEWORK 8 W 126TH STREET FLOOR 3
NEW YORK,NY10027
  PC GENERAL OPERATING 10,000

EPSTEIN HILLEL SCHOOL

6 COMMUNITY RD
MARBLEHEAD,MA01945
  PC JUST IMAGINE TEACHER GRANTS 1,970

EPSTEIN SCHOOL

335 COLEWOOD WAY NW
SANDY SPRINGS,GA30328
  PC GENERAL OPERATING 3,600

ESPLANADE ASSOCIATION

575 BOYLSTON ST SUITE 4R
BOSTON,MA02116
  PC GENERAL OPERATING 18,000

EXPONENT PHILANTHROPY

1720 N STREET NW
WASHINGTON,DC20036
  PC MEMBERSHIP 795

EXPRESS YOURSELF

100 CUMMINGS CENTER SUITE 165E
BEVERLY,MA01915
  PC GENERAL OPERATING 5,000

FRIENDS OF THE PUBLIC GARDEN

69 BEACON ST
BOSTON,MA02108
  PC HOLIDAY LIGHTS ON THE COMMONWEALTH AVENUE MALL 10,000

FRISCH SCHOOL

120 W CENTURY RD
PARAMUS,NJ07652
  PC CULINARY CLASS 50,000

FURKIDS

5235 UNION HILL RD
CUMMING,GA30040
  PC SHELTER AND TRANSFUR 2,000

GANN ACADEMY

333 FOREST STREET
WALTHAM,MA02452
  PC GENERAL OPERATING AND JUST IMAGINE TEACHER GRANTS 25,000

GATEWAYS

333 NAHANTON ST
NEWTON,MA02459
  PC DAY SCHOOL THERAPY PROGRAM 50,000

GREATER BOSTON INTERFAITH ORGANIZATION

PO BOX 190892
ROXBURY,MA021190018
  PC GENERAL OPERATING 1,000

GREENROOTS

90 EVERETT AVE 3RD FL SUITE 10
CHELSEA,MA02150
  PC GENERAL OPERATING 20,000

GRUBSTREET

50 LIBERTY DR SUITE 500
BOSTON,MA02210
  PC BLACK WRITERS FELLOWSHIP AND GENERAL OPERATING 58,000

HALEY HOUSE

23 DARTMOUTH ST
BOSTON,MA02116
  PC GENERAL OPERATING 200

HARVARD UNIVERSITY

124 MT AUBURN STREET
CAMBRIDGE,MA02138
  PC KENNEDY SCHOOL DEAN'S COUNCIL AND ADVANCED LEADERSHIP INITIATIVE 30,000

HEBREW COLLEGE

160 HERRICK ROAD
NEWTONCENTRE,MA02459
  PC CAPITAL CAMPAIGN 25,000

HEBREW INSTITUTE OF RIVERDALE

3700 HENRY HUDSON PKY
BRONX,NY10463
  PC GENERAL OPERATING 1,800

HOMESTART

105 CHAUNCY STREET SUITE 502
BOSTON,MA02111
  PC GENERAL OPERATING 10,000

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 TEACHING THROUGH ART PROGRAM 20,000

ISRAAID (US)

555 COLLEGE AVE
PALO ALTO,CA94306
  PC UKRAINE RELIEF 10,000

I WAS SUPPOSED TO HAVE A BABY

3725 HENRY HUDSON PKWY 3A
BRONX,NY10463
  PC GENERAL OPERATING 10,000

JCDS

57 STANLEY AVE
WATERTOWN,MA02472
  PC JUST IMAGINE TEACHER GRANTS 4,785

JEWISH ARTS COLLABORATIVE

1320 CENTRE ST SUITE 201
NEWTON,MA02459
  PC GENERAL OPERATING 7,500

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 AND BOSTON PARTNERS FOR PEACE 7,200

JEWISH CREATIVITY INTERNATIONAL

2472 BROADWAY 331
NEW YORK,NY10025
  PC UNSPOKEN FILM PROJECT 3,600

JEWISH FERTILITY FOUNDATION

2897 N DRUID HILLS ROAD SUITE 146
ATLANTA,GA30329
  PC GENERAL OPERATING 1,800

JEWISH FUNDERS NETWORK

150 WEST 30TH STREET SUITE 900
NEW YORK,NY10001
  PC MEMBERSHIP 2,500

JEWISH STUDIO PROJECT

940 DWIGHT WAY 13B
BERKELEY,CA94710
  PC GENERAL OPERATING 10,000

JEWS OF COLOR INITIATIVE

C/O TIDES CENTER PO BOX 399385
SAN FRANCISCO,CA94139
  PC GENERAL OPERATING 10,000

KESHET

284 AMORY STREET
JAMAICA PLAIN,MA02130
  PC GENERAL OPERATING AND INSTITUTIONAL TRAINING PROGRAM 58,000

KIDS IN TECH

PO BOX 9057
LOWELL,MA01853
  PC GENERAL OPERATING 10,000

LAST HOPE K9 RESCUE

71 COMMERICAL ST 184
BOSTON,MA02109
  PC GENERAL OPERATING 500

MAIMONIDES SCHOOL

34 PHILBRICK ROAD
BROOKLINE,MA02445
  PC JUST IMAGINE TEACHER GRANTS AND GENERAL OPERATING 18,346

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVENUE E19-411
CAMBRIDGE,MA02139
  PC CENTER FOR ENERGY AND ENVIRONMENTAL POLICY RESEARCH 5,000

MASSARTCOLLEGE OF ART & DESIGN

621 HUNTINGTON AVE
BOSTON,MA02115
  PC AUCTION SUPPORT 10,000

MASSCREATIVE

15 CHANNEL CENTER ST STE 103
BOSTON,MA02210
  PC GENERAL OPERATING 10,000

MATTAPAN FOOD AND FITNESS COALITION

C/O TSNE 89 SOUTH STREET SUITE 700
BOSTON,MA02111
  PC GENERAL OPERATING 10,000

MAYYIM HAYYIM

1838 WASHINGTON ST
NEWTON,MA02466
  PC GENERAL OPERATING 18,000

MESIVTA

34 SPARHAWK ST
BOSTON,MA02135
  PC JUST IMAGINE TEACHER GRANTS 1,800

METROWEST JEWISH DAY SCHOOL

50 PAMELA RD
FRAMINGHAM,MA01701
  PC GENERAL OPERATING AND JUST IMAGINE TEACHER GRANTS 71,100

MIDAS COLLABORATIVE

2 OLIVER ST SUITE 802
BOSTON,MA02109
  PC GENERAL OPERATING 10,000

MJCCA

5342 TILLY MILL RD
DUNWOODY,GA30338
  PC SCHOLARHSIPS AND HABIMAH THEATER 4,000

MOISHE HOUSE

441 SAXONY ROAD BARN 2
ENCINITAS,CA92024
  PC UKRAINE RELIEF 5,000

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 MEMBERSHIP 1,500

NATIONAL COUNCIL OF JEWISH WOMEN

2055 L ST NW 650
WASHINGTON,DC20036
  PC ABORTION ACCESS FUND 200

NEIGHBORHOOD BIRTH CENTER

C/O RESIST PO BOX 301240
JAMAICA PLAIN,MA02130
  PC GENERAL OPERATING 1,000

NEW ENGLAND HEBREW ACADEMY

9 PRESCOTT ST
BROOKLINE,MA02446
  PC JUST IMAGINE TEACHER GRANTS 3,000

NEW YORK UNIVERSITY

70 WASHINGTON SQ SO
NEW YORK,NY10012
  PC BEKER SCHOLARSHIPS 25,000

NOVA UKRAINE

963 MEARS CT
STANFORD,CA94305
  PC UKRAINE RELIEF 25,000

ONE CAN HELP

PO BOX 55
NEWTON,MA02468
  PC GENERAL OPERATING 18,000

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

PARENTS HELPING PARENTS

108 WATER ST
WATERTOWN,MA02472
  PC GENERAL OPERATING 5,000

PETS AND PEOPLE FOUNDATION

9 CORNERSTONE SQ B-400/197
WESTFORD,MA01886
  PC GENERAL OPERATING 600

PHILANTHROPY MA

133 FEDERAL ST SUITE 802
BOSTON,MA02110
  PC MEMBERSHIP 5,100

PRIZMAH

254 WEST 54TH STREET 11TH FLOOR
NEW YORK,NY10019
  PC STRONGER TOGETHER PROJECT 100,000

PROJECT HEAL

PO BOX 160185
BROOKLYN,NY11216
  PC GENERAL OPERATING 1,000

RASHI SCHOOL

8000 GREAT MEADOW ROAD
DEDHAM,MA02026
  PC JUST IMAGINE TEACHER GRANTS 11,394

RAW ART WORKS

37 CENTRAL SQUARE
LYNN,MA01901
  PC GENERAL OPERATING 10,000

RECORD CO THE

960 MASSACHUSETTS AVE
BOSTON,MA02118
  PC GENERAL OPERATING 1,000

RESOLVE NEW ENGLAND

395 TOTTEN POND ROAD SUITE 203
WALTHAM,MA02451
  PC GENERAL OPERATING 1,800

RISING SONG INSTITUTE

C/O HADAR INSTITUTE 190 AMSTERDAM
AVENUE
NEW YORK,NY10023
  PC GENERAL OPERATING 1,800

SAR ACADEMY

655 W 254 ST
BRONX,NY10471
  PC GENERAL OPERATING 25,000

SHADY HILL SCHOOL

178 COOLLIDGE HILL
CAMBRIDGE,MA02138
  PC GENERAL OPERATING 36,000

SHALEM FOUNDATION

845 THIRD AVE 6 FLR
NEW YORK,NY10022
  PC GENERAL OPERATING 50,000

SHALOH HOUSE

29 CHESTNUT HILL AVE
BRIGHTON,MA02135
  PC JUST IMAGINE TEACHER GRANTS 4,997

SHOMREI TORAH

19-10 MORLOT AVE
FAIR LAWN,NJ07410
  PC GENERAL OPERATING, RABBI'S DISCRETIONARY FUND 17,000

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 5,000

SOCIAL INNOVATION FORUM

2 OLIVER STREET SUITE 802
BOSTON,MA02109
  PC GENERAL OPERATING 15,000

SOCIEDAD LATINA

1530 TREMONT STREET
ROXBURY,MA02120
  PC WELLNESS PROGRAMS 20,000

SOLOMON SCHECHTER DAY SCHOOL

125 WELLS AVENUE
NEWTON,MA02459
  PC GENERAL OPERATING AND JUST IMAGINE TEACHER GRANTS 111,393

SPEAK FOR THE TREES

1452 DORCHESTER AVE 4TH FLOOR
DORCHESTER,MA02122
  PC GENERAL OPERATING 15,000

SPORTSMENS TENNIS AND ENRICHMENT CENTER

950 BLUE HILL AVENUE
DORCHESTER,MA02124
  PC ACADEMIC AFTERSCHOOL PROGRAMS 20,000

STRIARHEBREWACADEMY

100 AMES STREET
SHARON,MA02067
  PC JUST IMAGINE TEACHER GRANTS 1,410

SURVIVOR MITZVAH PROJECT

2658 GRIFFITH PARK BLVD STE 299
LOS ANGELES,CA90039
  PC UKRAINE RELIEF 2,500

SVARA

4411 N RAVENSWOOD DRIVE STE 300
CHICAGO,IL60640
  PC TRANS HALAKHA PROJECT 5,000

TEACHER COLLABORATIVE

POBOX441645
SOMERVILLE,MA02144
  PC GENERAL OPERATING 1,000

TEEN JUST-US

21 GODEN STREET
BELMONT,MA02478
  PC GENERAL OPERATING 5,000

TORAH ACADEMY

198 STRATHMORE RD
BRIGHTON,MA02135
  PC JUST IMAGINE TEACHER GRANTS 11,474

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

TRANSGENDER EMERGENCY FUND

PO BOX 220270
BOSTON,MA021220013
  PC GENERAL OPERATING 5,000

TRINITY BOSTON CONNECTS

206 CLARENDON ST
BOSTON,MA02116
  PC ORGANIZATIONAL EQUITY PRACTICE 10,000

USES

48 RUTLAND STREET
BOSTON,MA02118
  PC GENERAL OPERATING 10,000

THE TEACHERS LOUNGE

208 POPLAR STREET
ROSLINDALE,MA02131
  PC GENERAL OPERATING 2,500

THE VILNA SHUL

18 PHILLIPS STREET
BOSTON,MA02114
  PC GENERAL OPERATING 5,000

WEST END HOUSE

LEWIS GORDON CENTER 105 ALLSTON
STREET
ALLSTON,MA02134
  PC SOCIAL WORKER AND TRAUMA INFORMED FRAMEWORK 20,000

WONDERMORE

1647 BEACON ST SUITE 5
NEWTON,MA02468
  PC AUTHORS-IN_SCHOOLS AND GATEWAY CITIES EXPANSION 25,000

YAD CHESSED FUND

440 TOTTEN POND RD
WALTHAM,MA02451
  PC GENERAL OPERATING AND LEGACY HERITAGE ACCELERATOR PROJECT 35,000

YAVNEH ACADEMY

155 FAIRVIEW AVE
PARAMUS,NJ07652
  PC GENERAL OPERATING 1,800

YOUNG MAN WITH A PLAN

C/O THE PREPARATORY FOUNDATION 1178
RIVER STREET
HYDE PARK,MA02136
  PC MIDDE SCHOOL EXPANSION PILOT 25,000

ZACHOR

C/O BOSTON DANCE ALLIANCE 79
MARLBORO ST
BELMONT,MA02478
  PC TEEN PROGRAMMING 5,000

ZAMIR CHORALE OF BOSTON

PO BOX 126
NEWTON CENTRE,MA02459
  PC GENERAL OPERATING 1,800

ZEMER CHAI

PO BOX 2042
KENSINGTON,MD20891
  PC GENERAL OPERATING 1,800
Total .................................right arrow 3a 2,132,515
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ....     14 790,684  
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 -43,566 18 2,843,301  
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 -12,767 01 -155,954  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -56,333 3,478,031 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,421,698
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
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
2022
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) (2022)
Schedule B (Form 990) (2022) 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

$ 71,397


(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

$ 80,941


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
HARVEY BEKER
C/O 204 COMMONWEALTH AVENUE
 
BOSTON, MA02116

$ 76,444


(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) (2022)
Schedule B (Form 990) (2022)
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
586.04 SHARES VANGUARD ENERGY INDEX FUND $ 71,397 2022-12-27
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
1,400 SHARES SHELL PLC $ 80,941 2022-12-27
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
3
800 SHARES ARCHER DANIELS-MIDLAND COMPANY $ 76,444 2022-12-27
(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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 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 3,750 0   3,750

TY 2022 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 74,105 74,105
VANGUARD DEVELOPED MARKETS INDEX ADMIRAL 368,243 368,243
CATALYST/MILLBURN HEDGE STRATEGY I 3,497,836 3,497,836
FIDELITY-CUSTODIAN 5,220,538 5,220,538

TY 2022 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 5,981 5,981
NESTOR PARTNERS FMV 2,478,076 2,478,076
NCH BALKAN FUND LP FMV 874,739 874,739
MILLBURN EQUITY PARTNERS LLC FMV 5,005,617 5,005,617
SHAREVEST PARTNERS LP FMV 14,621,907 14,621,907
MILLBURN MCO PARTNERS LP FMV 3,169,605 3,169,605
APOLLO FUND FMV 9,460,098 9,460,098

TY 2022 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
NUTTER MCCLENNAN & FISH LLP 1,513 0   1,513
HERRICK FEINSTEIN LLP 19 0   19


TY 2022 OtherDecreasesSchedule
Name:
THE BEKER FOUNDATION
 
C/O MILLBURN RIDGEFIELD CORPORATION
EIN:
13-3249239
Description Amount
UNREALIZED LOSSES 7,355,318


TY 2022 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 164,484 164,484   0
FILING AND REGISTRATION FEES 758 0   758
INSURANCE 1,432 0   1,432
MISCELLANEOUS 275 0   259
SUPPLIES 126 0   126
DUES AND SUBSCRIPTIONS 804 0   804


TY 2022 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
ORDINARY INCOME FROM INVESTMENT PARTNERSHIPS -168,721 -155,954 -168,721


TY 2022 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
ADP INC 1,971 0   1,971
JIVRUS TECHNOLOGIES 250 0   250
BLICK ART MATERIALS 50 0   50
KRISTEN MANN DESIGN 1,350 0   1,350


TY 2022 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 3,881 3,881   0
FEDERAL TAXES 61,000 0   0