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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE BAKER FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1190 ADAMS STREET 205
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DORCHESTER, MA02124
A Employer identification number

04-3535659
B Telephone number (see instructions)

(617) 848-9821
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$6,373,576J 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) 3,205,742
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 121,441 121,441  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -83,595
b Gross sales price for all assets on line 6a 1,318,931
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,243,588 121,441  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,195 2,597   2,598
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
29,724 29,724   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,269 2,629   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,085 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,273 34,950   2,598
25 Contributions, gifts, grants paid....... 200,000 200,000
26 Total expenses and disbursements. Add lines 24 and 25 242,273 34,950   202,598
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,001,315
b Net investment income (if negative, enter -0-) 86,491
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 138,718 404,302 404,302
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   599    
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) 294,196 0 0
b Investments—corporate stock (attach schedule)....... 671,780 Click to see attachment
List of Attached Documents:
// Content
671,357 		714,394
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,033,774 Click to see attachment
List of Attached Documents:
// Content
5,064,723 		5,254,880
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) 3,139,067 6,140,382 6,373,576
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........... 3,139,067 6,140,382
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)..... 3,139,067 6,140,382
30 Total liabilities and net assets/fund balances (see instructions). 3,139,067 6,140,382
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
3,139,067
2
Enter amount from Part I, line 27a .....................
2
3,001,315
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,140,382
5
Decreases not included in line 2 (itemize) right arrow
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
6,140,382
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(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 1,307,069   1,402,526 -95,457
b 11,862     11,862
c
d
e
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       -95,457
b       11,862
c
d
e
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 -83,595
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 1,202
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 1,202
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 1,202
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 640
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 640
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 8
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 570
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 arrowMA
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 2023 or the taxable year beginning in 2023? 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
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 arrowN/A
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (781) 848-9821

Located atright arrow50 BRAINTREE HILL OFFICE PARKBRAINTREEMA ZIP+4right arrow02184
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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
 
 
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
EDWARD H BAKER DECEASED MAY 2023 PRESIDENT, DIRECTOR
1.00 		0 0 0
1190 ADAMS ST APT 315
DORCHESTER,MA02124
MARY MCGONAGLE TREASURER, DIRECTOR
1.00 		0 0 0
105 SCHOOL ST
WALPOLE,MA02081
JOHN MARTINSEN CLERK, DIRECTOR
1.00 		0 0 0
15 DUNDEE ROAD
QUINCY,MA02071
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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 (2023)
Form 990-PF (2023)
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
3,867,225
b
Average of monthly cash balances.......................
1b
739,061
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,606,286
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
4,606,286
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
69,094
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,537,192
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
226,860
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
226,860
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,202
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,202
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
225,658
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
225,658
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
225,658
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
202,598
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
202,598
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 225,658
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 152,225
b Total for prior years:2021, 20, 20 13,447
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 202,598
a Applied to 2022, but not more than line 2a 152,225
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		Click to see attachment
List of Attached Documents:
// Content
13,447
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 36,926
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		188,732
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
EDWARD H BAKER DECEASED MAY 2023
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 (2023)
Form 990-PF (2023)
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

ALZHEIMER DISEASE RESEARCH

114 16TH ST 2011
CHARLESTOWN,MA02129 		N/A PC SUPPORT 10,000

ARTHITIS FOUNDATION

29 CRAFTS ST
NEWTON,MA02458 		N/A PC SUPPORT 1,000

BOSTON CHILDRENS HOSPITAL

401 PARK DRIVE
BOSTON,MA02215 		N/A PC SUPPORT 10,000

BOSTON COLLEGE

140 COMMONWEALTH AVE
CHESTNUT HILL,MA02467 		N/A PC SUPPORT 2,000

CURRY COLLEGE

1071 BLUE HILLS AVENUE
MILTON,MA02186 		N/A PC SUPPORT 1,000

DANA FARBER CANCER INST

10 BROOKLINE PLACE WEST
BROOKLINE,MA02445 		N/A PC SUPPORT 10,000

FRIENDS OF THE BLUE HILLS

695 HILLSIDE ST
MILTON,MA02186 		N/A PC SUPPORT 10,000

ITALIAN HOME FOR CHILDREN

1125 CENTRE STREET
BOSTON,MA02130 		N/A PC SUPPORT 10,000

JOSLIN DIABETES CTR

1 JOSLIN PLACE
BOSTON,MA02215 		N/A PC SUPPORT 1,000

MASSACHUSETTS AUDOBON SOCIETY

208 SOUTH GREAT ROAD
LINCOLN,MA01773 		N/A PC SUPPORT 1,000

MILTON BID BETH ISREAL DEACONESS

199 REEDSDALE RD
MILTON,MA02186 		N/A PC SUPPORT 2,500

PAN-MASS CHALLENGE

77 4TH AVE
NEDHAM,MA02494 		N/A PC SUPPORT 10,000

RED CROSS

139 MAIN ST
CAMBRIDGE,MA02142 		N/A PC SUPPORT 10,000

RENAISSANCE CHARITABLE FOUNDATION

8910 PURDUE ROAD 555
INDIANAPOLIS,IN46268 		N/A PC SUPPORT 50,000

SALVATION ARMY

440 WEST NYACK ROAD
WEST NYACK,NY10994 		N/A PC SUPPORT 10,000

ST GREGORY CHURCH

2223 DORCHESTER AVE
DORCHESTER,MA02124 		N/A PC SUPPORT 1,000

ST JOHN THE EVANGELIST CHURCH

131 DARTMOUTH ST SUITE 501
BOSTON,MA02116 		N/A PC SUPPORT 1,000

ST MARY OF THE HILLS

29 SAINT MARYS RD
MILTON,MA02186 		N/A PC SUPPORT 1,000

STONEHILL COLLEGE

320 WASHINGTON ST
EASTON,MA02357 		N/A PC SUPPORT 10,000

TOWN OF MILTON

25 GILE ROAD
MILTON,MA02186 		N/A PC SUPPORT 2,500

UNICEF

18 TREMONT STREET 820
BOSTON,MA02108 		N/A PC SUPPORT 10,000

NATIONAL WILDLIFE FEDERATION

11100 WILDLIFE CENTER DR
RESTON,VA20190 		N/A PC SUPPORT 1,000

YMCA OF GREATER BOSTON

1137 RIVER ST
HYDE PARK,MA02136 		N/A PC SUPPORT 1,000

FALMOUTH ROAD RACE

PO BOX 732
FALMOUTH,MA02541 		N/A PC SUPPORT 10,000

HABITAT FOR HUMANITY

322 W LAMAR STREET
AMERICUS,GA317093543 		N/A PC SUPPORT 1,000

WOODS HOLE OCEANOGRAPHIC INSTITUTE

266 WOODS HOLE ROAD MS 40
WOODS HOLE,MA02543 		N/A PC SUPPORT 10,000

WGBH

ONE GUEST STREET
BOSTON,MA02135 		N/A PC SUPPORT 1,000

MILTON ROTARY CLUB

PO BOX 66
NORTH QUINCY,MA02171 		N/A PC SUPPORT 1,000

PINE STREET INN

444 HARRISON AVENUE
BOSTON,MA02118 		N/A PC SUPPORT 1,000

SAINT ROCK HAITI FOUNDATION

372 GRANITE AVE SUITE 1
MILTON,MA02186 		N/A PC SUPPORT 10,000
Total .................................right arrow 3a 200,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 121,441  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -83,595  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 37,846 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
37,846
(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 (2023)
Form 990-PF (2023)
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 (2023)
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
2023
Name of the organization
THE BAKER FAMILY FOUNDATION INC
 
Employer identification number

04-3535659
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE BAKER FAMILY FOUNDATION INC
  		Employer identification number
04-3535659
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
EDWARD H BAKER DECEASED
C/O LPL 50 BRAINTREE HILL OFFCIE PA
 
BRAINTREE, MA02184

$ 1,429,700


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
EDWARD H BAKER DECEASED
C/O LPL 50 BRAINTREE HILL OFFCIE PA
 
BRAINTREE, MA02184

$ 1,776,042


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE BAKER FAMILY FOUNDATION INC
  		Employer identification number

04-3535659
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
 
$    
(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
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE BAKER FAMILY FOUNDATION INC
  		Employer identification number

04-3535659
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE BAKER FAMILY FOUNDATION INC
EIN:
04-3535659
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LIVINGSTON & HAYNES, PC 5,195 2,597   2,598

TY 2023 AppliedToPriorYearElection
Name:
THE BAKER FAMILY FOUNDATION INC
EIN:
04-3535659
Election:
SECTION 4942(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSBAKER FAMILY FOUNDATION04-35356591190 ADAMS STREET, SUITE 205DORCHESTER, MA 0212412/31/2023PURSUAT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PREDEDING TAX YEAR'S UNDISTRIBUTED INCOME AS MADE OUT OF UNDISTRIBUTED INCOME FROM 2021 OF $13,477.

TY 2023 InvestmentsCorpStockSchedule
Name:
THE BAKER FAMILY FOUNDATION INC
EIN:
04-3535659
Name of Stock End of Year Book Value End of Year Fair Market Value
AAON INC NEW ACCOUNT # 7555 10,509 17,950
ASPEN TECHNOLOGY 5,298 6,384
AUTO TRADER GROUP PLC 13,810 16,452
BILL.COM HOLDINGS INC 12,383 8,322
BLACKLINE INC 13,501 6,868
FACTSET RESEARCH SYSTEMS INC 5,998 8,587
FOX FACTORY HOLDING CORP 15,260 11,944
GOOSEHEAD INSURANCE INC CL A 9,245 8,338
INTERACTIVE BROKERS GROUP INC 7,934 12,518
MARKETAXESS HOLDINGS INC 12,076 8,786
MEDIAALPHA INC CL A 9,076 3,133
MESA LABS INC 2,700 1,048
MORNINGSTAR INC 13,754 19,751
NATIONAL RESEARCH CORP CL A 5,455 4,154
NCINO INC 15,237 11,232
NVE CORP NEW 1,418 1,490
OLLIES BARGAIN OUTLET HOLDINGS INC 9,436 7,968
OLO INC 6,639 3,415
OMEGA FLEX INC 7,314 3,737
PRICESMART INC 2,663 2,501
RIGHTMOVE PC ADR 13,905 12,200
RYAN SPECIALITY GROUP HOLDING 14,621 21,080
SPS COMMERCE INC DELAWARE 5,215 9,886
US PHYSICAL THERAPY INC 7,789 7,079
ABB LIMITED SPONSORED ADR ACCT# 1666 5,977 10,100
ADIDAS AG SPONS 2,884 3,050
AIA GROUP LTD SPON ADR 9,427 7,177
AIR LIQUIDE ADR 3,706 4,869
AIRBUS SE ADR 4,570 6,441
AMERICA MOVIL S A B DE CV SPONSORED ADR 1,983 2,000
ANHEUSER BUSCH INBEV SA/NV 4,538 4,200
ASML HOLDING NV NY REGISTRY 7,950 12,868
ASSA ABLOY AB ADR 1,708 1,999
ASTRAZENECA PLC SPONSORED 9,072 11,450
B&M EUROPEAN VALUE RETAIL SA 1,605 1,814
BEIGENE LTD SPON ADR 2,941 1,984
BRITISH AMERN TOBACCO PLC 7,095 5,653
CARLSBERG AS SPONSORED 5,829 4,880
COMPAGNIE FINANCIERE RICHEMONT AG 978 1,391
DAIICHI SANKYO CO LTD 4,381 3,528
DAIKIN INDUSTRIES LTD USPON 4,221 3,574
DBS GROUP HOLDINGS LTD 4,541 5,772
DNB ASA SPON ADR REPSTG 3,708 4,320
DSV PANALPINA A/S 2,679 2,898
ENGIE SPON ADR 4,592 5,662
EPIROC AKTIEBOLAG 6,163 5,959
ESSILOR LUXOTTICA UPON 5,527 7,939
GENMAB A/S SPON ADR 6,123 5,572
GIVAUDAN SA 5,500 5,816
HDFC BANK LTD ADR 5,995 5,771
HERMES INTERNATIONAL SCA 2,174 4,677
HONG KONG EXCHANGES & CLEARING LTD 858 582
IBERDROLA SA SPONSORED ADR 2,946 3,150
INDUSTRIA DE DISENO TEXTIL 3,433 6,436
KERING S A ADR 7,405 5,442
KEYENCE CORP 7,186 6,104
LOREAL COMPANY ADR 4,918 6,859
LONDON STOCK EXCHANGE GROUP ADR 9,096 10,551
LVMH MOET HENNESSY 3,999 5,198
MERCADOLIBRE INC 5,707 6,286
NESTLE S A SPON ADR RESPTG 5,898 6,128
NETLEASE INC SPON 2,159 1,677
NICE LTD SPON 1,551 1,397
NIDEC CORP SPON ADR 3,761 1,321
NITORI HOLDINGS CO LTD 4,510 2,993
NOKIA CORP SPON 2,288 1,406
NOVO NORDISK AS ADR 4,761 14,897
RECKITT BENCKISER PLC 3,916 3,229
RECRUIT HLDGS CO LTD 4,173 3,899
RELX PLC SPON ADR 2,136 3,609
ROYAL KPN N V SPONSORED ADR 3,012 3,256
SAFRAN S A SPON ADR 8,781 11,033
SAP SE SPON ADR 9,926 12,213
SHIN ETSU CHEMICAL CO LTD 4,659 6,646
SMC CORP 6,730 5,885
STMICROELECTRONICS N V NY 5,097 6,316
STRAUMANN HOLDING AG ADR 3,326 4,670
TAIWAN SEMICONDUCTOR 7,170 7,696
TENCENT HOLDINGS LTD 6,938 3,477
TERUMO CORP ADR 2,443 1,925
TFI INTL INC 2,139 5,847
TOKYO ELECTRON LTD 3,352 4,531
TOTAL SE SPON ADR 9,791 12,533
UNICHARM CORP SPONSORED ADR 2,992 2,153
ISHARES GOLD TRUST 47,052 52,495
SERVISFIRST B & C SHARES 16,122 12,860
REVOLVE GROUP INC CL A 8,504 5,422
HOLLEY INC 4,611 3,166
DREAM FINDERS HOMES 4,313 8,030
SHOPIFY INC 1,010 2,337
SIKA AG ADR 5,468 7,015
NIPPON TELEGRAPH & TELEPHONE 4,513 4,631
MTU AERO ENGINES 2,600 2,806
FUJITSU LTD ADR 3,477 3,514
BHP GROUP LTD SPON ADR 1,890 2,186
DANONE SPON ADR 3,046 3,238
AMADEUS IT GROUP 5,685 7,064
BP PLC SPON ADR 4,403 4,248
CANADIAN NATIONAL RAILWAY COMPANY 3,573 4,020
CAPGEMINI SE ADR 4,224 4,813
DASSAULT SYSTEMES S A SPON ADR 2,107 2,500
HITACHI LTD ADR 10 COM 2,774 3,180
IMPERIAL BRANDS PLC SPONSORED ADR 3,066 3,006
ITOCHU CORP ADR 3,903 4,071
LONZA GROUP AG ADR 4,057 2,861
MARUBENI CORP ADR 3,923 3,292
NOMURA RESEARCH INSTITUTE LTD ADR NEW 3,250 3,515
TDK CORP ADR 3,168 3,975
UNITED OVERSEAS BK LTD SPONS ADR 6,551 6,189
ENDAVA PLC ADS REPSTG CL A 8,781 12,534
NOVANTA INC 5,126 5,894

TY 2023 InvestmentsOtherSchedule2
Name:
THE BAKER FAMILY FOUNDATION INC
EIN:
04-3535659
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES MBS ETF AT COST 203,367 202,554
AMERICAN BALANCED #5017 AT COST 42,371 45,403
AMERICAN CORP BOND AT COST 21,950 20,853
BOND FUND OF AMERICA AT COST 249,434 240,647
CAPITAL INCOME BUILDER AT COST 42,655 45,592
GROWTH FUND OF AMERICA AT COST 38,358 40,284
INTERMEDIATE BOND FUND OF AMER AT COST 81,160 80,533
ISHARES TIPS BOND ETF AT COST 17,722 18,058
ISHARES CORE TOTAL USD AT COST 196,875 198,884
ISHARES US TREASURY AT COST 17,528 18,202
ISHARES CORE S & P 500 AT COST 78,392 90,750
ISHARES MSCI EAFE GROWTH AT COST 6,300 7,070
PIMCO INVESTMENT GRADE BOND AT COST 56,886 60,036
JOHN HANCOCK DISCIPLINED VALUE MID AT COST 13,480 14,427
PIMCO EMGERGING MARKETS LOCAL AT COST 33,348 33,372
PIMCO EMERGING MARKETS BOND CL AT COST 61,587 60,111
PIMCO MORTGAGE OPPPTYS AT COST 89,294 88,517
SMALL CAP WORLD CL AT COST 18,876 19,716
PIMCO INCOME AT COST 210,083 210,595
PIMCO TOTAL RETURN AT COST 149,072 150,264
WASHINGTON MUTUAL INVESTORS CL AT COST 12,962 14,374
FIDELITY 500 INDEX AT COST 141,480 170,711
FIDELITY SMALL CAP INDEX INSTL PREMIUM AT COST 21,331 23,052
FIDELITY MID CAP INDEX INSTL PREMIUM AT COST 13,761 15,507
FIDELITY GLOBAL EX U S INDEX INSTL PREMIUM AT COST 86,884 87,959
FIDELITY CONSERVATIVE INCOME BOND INSTL CL AT COST 125,206 125,445
ISHARES 1-3 YR TREASURY BOND AT COST 131,271 132,248
ISHARES 0-5 YEAR TIPS BOND AT COST 45,029 44,070
ISHARES TREASURY FLOATING RATE BOND AT COST 153,689 153,530
ISHARES CORE MSCI EAFE ETF AT COST 56,385 59,164
ISHARES CORE S&P SMALL CAP AT COST 40,193 44,924
ISHARES CORE S & P MID CAP ETF AT COST 25,385 29,655
ISHARES CORE S & P 500 ETF AT COST 30,743 36,778
ISHARES CORE U S AGGREGATE BOND ETF AT COST 425,141 417,247
ISHARES RUSSELL 2000 ETF AT COST 14,231 15,053
SECTOR FINANCIAL SELECT SECTOR AT COST 13,415 14,814
SPDR PROTFOLIO INTERMEDIATE TERM CORP BOND AT COST 74,358 74,623
VANGUARD INFORMATION TECHNOLOGY ETF AT COST 12,025 15,488
VANGUARD TOTAL STOCK MARKET ETF AT COST 15,821 18,503
INVESTMENT COMPANY OF AMERICA AT COST 12,997 14,709
AMERICAN STRATEGIC BOND AT COST 92,412 94,423
ISHARES CONV BOND ETF AT COST 6,333 6,602
DFA INVESTMENT GRADE INSTL AT COST 47,810 49,103
DFA GLOBAL REAL ESTATE SECURITIES INSTL AT COST 7,884 8,456
DFA INTL CORE EQUITY AT COST 73,955 80,601
DFA US CORE EUITY II AT COST 126,351 142,690
DFA US CORE EUITY I AT COST 125,184 142,078
DFA EMERGING MARKET CORE EQUITY AT COST 29,622 31,679
DFA GLOBAL CORE PLUS FIXED INCOME AT COST 48,204 49,771
SECTOR HEALTHCARE SELECT SECTOR SPDR AT COST 41,850 43,369
SPDR BLOOMBERG 1-10YR TIPS AT COST 43,944 43,612
SPDR PORTFOLIO S&P 500 GROWTH AT COST 43,462 46,778
SPDR PORTFOLIO S&P 500 VALUE AT COST 52,630 59,920
SPDR S&P AEROSPACE & DEFENSE AT COST 19,545 22,344
ISHARES 20+ YR TREASURY AT COST 39,858 42,123
ISHARES TECHNOLOGY ETF AT COST 6,147 6,997
ISHARES MSCI USA QUALITY AT COST 8,826 10,153
ISHARES HIGH YIELD BOND FACTOR ETF AT COST 9,258 9,887
ISHARES CORE MSCI EMERGING MARKETS ETF AT COST 6,321 6,626
ISHARES IBOXX $INVESTMENT GRADE CORP BOND ETF AT COST 32,122 34,526
ISHARES JPMORGAN USD EMERGING MARKETS BOND ETF AT COST 9,610 10,064
ISHARES MSCI EAFE VALUE ETF AT COST 12,779 13,390
ISHARES S&P 100 ETF AT COST 6,083 6,702
GLOBAL X US PREFERRED ETF AT COST 20,851 21,437
ISHARES 0-3 MONTH TREASURY BOND ETF AT COST 51,568 51,439
SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF AT COST 13,406 15,047
SPDR INTERMEDIATE TERM TREASURY ETF AT COST 181,896 183,926
VANGUARD RUSSELL 1000 GROWTH INDEX FD ETF SHS AT COST 31,668 37,684
T ROWE PRICE GROWTH STOCK AT COST 61,224 65,021
T ROWE PRICE U S HIGH YIELD AT COST 18,270 18,699
T ROWE PRICE QM U S BOND INDEX AT COST 51,831 54,003
T ROWE PRICE DIVIDEND GROWTH INVESTOR AT COST 81,878 85,870
T ROWE PRICE VALUE INVESTOR AT COST 62,255 64,697
T ROWE PRICE INTEGRATED U S SMALL MID CAP CORE EQUITY INVESTOR AT COST 35,249 38,072
VANGUARD FTSE DEVELOPED MKTS ETF AT COST 49,892 52,594
VANGUARD FTSE EMERGING MARKETS ETF AT COST 12,773 13,111
VANGUARD GROWTH ETF AT COST 38,354 42,280
VANGUARD INTERMEDIATE TERM BOND ETF AT COST 40,333 42,085
VANGUARD LONG TERM BOND INDEX ETF AT COST 31,602 33,710
VANGUARD MORTGAGE BACKED SECURITIES ETF AT COST 35,139 36,485
VANGUARD SHORT TERM BOND ETF AT COST 67,847 69,472
VANGUARD SMALL CAP ETF AT COST 13,850 15,146
VANGUARD TOTAL INTL BOND INDEX ETF AT COST 62,409 63,878
VANGUARD VALUE ETF AT COST 41,552 43,206
T ROWE PRICE CAP APPREC INVESTOR CL AT COST 89,641 91,402

TY 2023 OtherExpensesSchedule
Name:
THE BAKER FAMILY FOUNDATION INC
EIN:
04-3535659
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 15 0   0
PENALTY 4,070 0   0


TY 2023 OtherProfessionalFeesSchedule
Name:
THE BAKER FAMILY FOUNDATION INC
EIN:
04-3535659
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEVERONI FINANCIAL MGMT -INVESTMENT FEES 29,724 29,724   0


TY 2023 TaxesSchedule
Name:
THE BAKER FAMILY FOUNDATION INC
EIN:
04-3535659
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD ON DIVIDENDS 2,629 2,629   0
TAX ON NET INVESTMENT INCOME 640 0   0