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 BEKER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)204 COMMONWEALTH AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02116
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$50,859,249
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) 277,480
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,175,175 1,175,175  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 282,889
b Gross sales price for all assets on line 6a 2,121,385
7 Capital gain net income (from Part IV, line 2)... 916,659
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)....... -117,448 -117,453  
12 Total. Add lines 1 through 11........ 1,618,096 1,974,381  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 137,900 0   137,900
14 Other employee salaries and wages...... 151,866 0   151,866
15 Pension plans, employee benefits....... 37,815 0   37,815
16a Legal fees (attach schedule)......... 2,716 0   2,716
b Accounting fees (attach schedule)....... 4,125 0   4,125
c Other professional fees (attach schedule).... 4,626 0   4,626
17 Interest............... 40,365 40,365   0
18 Taxes (attach schedule) (see instructions)... 51,726 4,726   0
19 Depreciation (attach schedule) and depletion... 276 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,409 0   3,409
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 132,684 126,003   6,679
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 567,508 171,094   349,136
25 Contributions, gifts, grants paid....... 2,135,459 2,135,459
26 Total expenses and disbursements. Add lines 24 and 25 2,702,967 171,094   2,484,595
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,084,871
b Net investment income (if negative, enter -0-) 1,803,287
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......... 587,556 695,519 695,519
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)....... 9,160,722 Click to see attachment
List of Attached Documents:
// Content
10,394,691
10,394,691
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow1,440
Less: accumulated depreciation (attach schedule) right arrow1,025 691 415 415
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 35,616,023 Click to see attachment
List of Attached Documents:
// Content
39,768,624
39,768,624
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) 45,364,992 50,859,249 50,859,249
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........... 45,364,992 50,859,249
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)..... 45,364,992 50,859,249
30 Total liabilities and net assets/fund balances (see instructions). 45,364,992 50,859,249
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
45,364,992
2
Enter amount from Part I, line 27a .....................
2
-1,084,871
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,579,128
4
Add lines 1, 2, and 3 ..........................
4
50,859,249
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
50,859,249
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 510 ARCHER DANIELS MIDLAND D 1983-06-13 2023-01-06
b 290 ARCHER DANIELS MIDLAND D 1983-06-13 2023-01-06
c 300 LULULEMON ATHLETICA D 2011-12-21 2023-09-07
d 231 OLD DOMINION FREIGHT LINES D 2011-02-27 2023-09-07
e 100 OLD DOMINION FREIGHT LINES D 2011-02-27 2023-09-07
19 OLD DOMINION FREIGHT LINES D 2011-02-27 2023-09-07
338 LULULEMON ATHLETICA D 2011-12-21 2023-10-19
622 BROOKFIELD CORP D 2004-05-04 2023-12-27
1.103 BROOKFIELD CORP D 2023-07-01 2023-12-27
1.079 BROOKFIELD CORP D 2023-10-02 2023-12-27
4 BROOKFIELD ASSET MANAGEMENT REISSURANCE VOTING SHARES D 2021-06-28 2023-12-26
0.008 BROOKFIELD ASSET MANAGEMENT REISSURANCE VOTING SHARES D 2023-07-01 2023-12-26
0.009 BROOKFIELD ASSET MANAGEMENT REISSURANCE VOTING SHARES D 2023-10-02 2023-12-26
1 BROOKFIELD ASSET MANAGEMENT D 2004-05-04 2023-12-26
1.294 BROOKFIELD ASSET MANAGEMENT D 2023-07-01 2023-12-26
1.162 BROOKFIELD ASSET MANAGEMENT D 2023-10-02 2023-12-26
1,200 DEUTSCHE POST AG ADR D 2020-03-13 2023-12-26
1,000 INVESTOR AB D 2013-01-31 2023-12-27
3,256 INVESTOR AB D 2013-01-31 2023-12-27
361 MASCO CORP D 2015-04-28 2023-12-27
245 MASCO CORP D 2015-09-01 2023-12-27
3.158 MASCO CORP D 2023-06-12 2023-12-27
3.055 MASCO CORP D 2023-08-24 2023-12-27
2.942 MASCO CORP D 2023-11-22 2023-12-27
77 WEYERHAEUSER CO D 2010-05-07 2023-12-27
894 WEYERHAEUSER CO D 2010-09-01 2023-12-27
445 WEYERHAEUSER CO D 2011-06-10 2023-12-27
116 WEYERHAEUSER CO D 2013-06-27 2023-12-27
9.473 WEYERHAEUSER CO D 2023-06-16 2023-12-27
9.122 WEYERHAEUSER CO D 2023-09-13 2023-12-27
9.504 WEYERHAEUSER CO D 2023-12-15 2023-12-27
369 OLD DOMINION FREIGHT LINES D 2011-02-27 2023-12-04
2 WABTEC P 2019-02-26 2023-12-04
385 ISHARES RUSSELL 1000 ETF P 2015-12-07 2023-12-20
1,300 ISHARES MID CAP ETF P 2015-12-07 2023-12-20
2,831.257 CATALYST/MILLBURN HEDGE STRATEGY FUND P 2015-12-31 2023-12-20
NESTOR PARTNERS (PARTNERSHIP) P 2023-01-01 2023-12-31
NESTOR PARTNERS (PARTNERSHIP) P 2022-12-31 2023-12-31
NCH BALKAN FUND LP (PARTNERSHIP) P 2022-12-31 2023-12-31
MILLBURN EQUITY PARTNERS LLC (PARTNERSHIP) P 2023-01-01 2023-12-31
MILLBURN EQUITY PARTNERS LLC (PARTNERSHIP) P 2022-12-31 2023-12-31
SHAREVEST PARTNERS (PARTNERSHIP) P 2022-12-31 2023-12-31
MILLBURN MCO PARTNERS LP (PARTNERSHIP) P 2023-01-01 2023-12-31
MILLBURN MCO PARTNERS LP (PARTNERSHIP) P 2022-12-31 2023-12-31
APOLLO FUND (PARTNERSHIP) P 2023-01-01 2023-12-31
APOLLO FUND (PARTNERSHIP) P 2022-12-31 2023-12-31
LESS: CAPITAL GAINS/LOSSES SUBJECT TO UBT P 2023-01-01 2023-12-31
LESS: CAPITAL GAINS/LOSSES SUBJECT TO UBT P 2022-12-31 2023-12-31
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 44,043   1,568 42,475
b 25,043   892 24,151
c 120,524   13,832 106,692
d 97,527   3,084 94,443
e 42,225   1,335 40,890
8,022   254 7,768
140,343   15,583 124,760
25,387   2,147 23,240
45   37 8
44   33 11
162   200 -38
      0
      0
40   4 36
52   42 10
47   38 9
59,856   29,874 29,982
23,135   7,145 15,990
75,326   23,264 52,062
24,293   8,675 15,618
16,487   6,322 10,165
213   173 40
206   174 32
198   174 24
2,675   3,540 -865
31,057   13,893 17,164
15,459   9,257 6,202
4,030   3,296 734
329   291 38
317   293 24
330   295 35
148,224   4,927 143,297
239   156 83
101,033   44,504 56,529
100,899   53,160 47,739
100,000   75,972 24,028
    63,200 -63,200
    166,982 -166,982
173,627     173,627
4,147     4,147
312,220     312,220
18,587     18,587
396,962     396,962
    31,874 -31,874
    51,259 -51,259
    483,838 -483,838
    72,684 -72,684
    10,455 -10,455
8,032     8,032
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       42,475
b       24,151
c       106,692
d       94,443
e       40,890
      7,768
      124,760
      23,240
      8
      11
      -38
      0
      0
      36
      10
      9
      29,982
      15,990
      52,062
      15,618
      10,165
      40
      32
      24
      -865
      17,164
      6,202
      734
      38
      24
      35
      143,297
      83
      56,529
      47,739
      24,028
      -63,200
      -166,982
      173,627
      4,147
      312,220
      18,587
      396,962
      -31,874
      -51,259
      -483,838
      -72,684
      -10,455
      8,032
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 2 916,659
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 25,066
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 25,066
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 25,066
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 41,579
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 51,579
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 26,513
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow26,513 Refundedright arrow 11 0
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
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 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 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 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)
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 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
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
137,900 4,137 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
81,026 7,681 0
40 NORTH ROAD 2
BEDFORD,MA01730
FELICE WHITTUM GRANTS & ADMIN MANAG
35.00
70,840 2,125 0
11 PILLION CT
NEWTOWN,MA02460
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
46,425,854
b
Average of monthly cash balances.......................
1b
1,145,846
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
47,571,700
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
47,571,700
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
713,576
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
46,858,124
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,342,906
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
2,342,906
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
25,066
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
4,878
c
Add lines 2a and 2b............................
2c
29,944
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,312,962
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,312,962
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
2,312,962
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
2,484,595
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
2,484,595
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 2,312,962
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 549
b Total for prior years:20 , 20, 20 0
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$ 2,484,595
a Applied to 2022, but not more than line 2a 549
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 2023 distributable amount..... 2,312,962
e Remaining amount distributed out of corpus 171,084
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 5 171,084
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 ..........
0
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 ......
171,084
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.... 171,084
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).)
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 (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

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 MAGEN DAVID ADOM

20 W 36TH STREET SUITE 1100
NEW YORK,NY10018
  PC GENERAL OPERATING 1,800

AMERICAN FRIENDS OF THE PARENTS CIRCLE

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

AMERICAN FRIENDS OF SHALVA

441 LEXINGTON AVE SUITE 602
NEW YORK,NY10017
  PC GENERAL OPERATING 12,500

AMERICAN REPERTORY THEATER

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

ANTI-DEFAMATION LEAGUE NEW ENGLAND

40 COURT ST
BOSTON,MA02108
  PC GENERAL OPERATING 10,000

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 30,000

BLACK AND PINK MA

PO BOX 30502
WORCESTER,MA01603
  PC GENERAL OPERATING 400

BOSTON AREA GLEANERS

91 MARTIN ST
ACTON,MA01720
  PC GENERAL OPERATING 300

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 10,000

BOSTON FOUNDATION

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

BRANDEIS UNIVERSITY

PO BOX 9110 MAIL STOP 092
WALTHAM,MA022549110
  PC PRESIDENT'S DISCRETIONARY FUND, MKTYP EMERGENCY FUND, ARTS COUNCIL, HILLEL 141,000

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 GENERAL OPERATING 10,000

BRIS AVROHOM

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

CAMP RAMAH WISCONSIN

65 EAST WACKER PLACE SUITE 1200
CHICAGO,IL60601
  PC GENERAL OPERATING 5,000

CAPE COD HEALTHCARE FOUNDATION

PO BOX 370
HYANNIS,MA02601
  PC LIGHTKEEPERS SOCIETY 5,000

CENTRAL SYNAGOGUE BOSTON

410 BOYLSTON ST
BOSTON,MA02116
  PC GENERAL OPERATING 10,000

CHABAD JEWISH CENTER

745 WEST MAIN ST
HYANNIS,MA02601
  PC GENERAL OPERATING 1,000

CHILDRENS SERVICES OF ROXBURY

520 DUDLEY STREET
ROXBURY,MA02119
  PC BEATS, RHYMES, AND LIFE PROGRAM 10,000

CIRCUS UP

8 BROOKLEY RD
JAMAICA PLAIN,MA02130
  PC GENERAL OPERATING 15,000

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

COMBINED JEWISH PHILANTHROPIES

126 HIGH ST
BOSTON,MA02110
  PC GENERAL OPERATING 120,000

CONGREGATION BETH SHALOM

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

CONGREGATION KEHILLATH ISRAEL

384 HARVARD ST
BROOKLINE,MA02446
  PC MISHLOACH MANOT, DUES, YIKZOR BOOK, GENERAL OPERATING 9,951

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 2,500

DAYENU

C/O 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

EMORY JEWISH STUDENT CENTER

1500 NORTH DECATUR RD
ATLANTA,GA30306
  PC GENERAL OPERATING 3,600

EMORY UNIVERSITY

762 CLIFTON RD SUITE 1400 MAIL STOP
0970-001-9AA
ATLANTA,GA30322
  PC POWER LIFTING CLUB AND GENERAL OPERATING 5,000

ENCOUNTER

C/O WEWORK 8 W 126TH STREET FLOOR 3
NEW YORK,NY10027
  PC GENERAL OPERATING 5,000

EPSTEIN HILLEL SCHOOL

6 COMMUNITY RD
MARBLEHEAD,MA01945
  PC JUST IMAGINE TEACHER GRANTS, ISRAEL RESPONSE GRANT 12,231

EPSTEIN SCHOOL

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

ESPLANADE ASSOCIATION

575 BOYLSTON ST SUITE 4R
BOSTON,MA02116
  PC GALA SPONSOR AND GENERAL OPERATING 25,000

EXPONENT PHILANTHROPY

1720 N STREET NW
WASHINGTON,DC20036
  PC MEMBERSHIP 815

FRIENDS OF THE PUBLIC GARDEN

69 BEACON ST
BOSTON,MA02108
  PC HOLIDAY LIGHTS ON THE 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 ENCOUNTER GRANT, GALA, JUST IMAGINE TEACHER GRANTS, ANNUAL FUND, ISRAEL RESPONSE GRANT 60,500

GATEWAYS

333 NAHANTON ST
NEWTON,MA02459
  PC DOC WAYNE PILOT, CONSULTANT, THINK:KIDS PROGRAM 43,500

GIVAT HAVIVA FRIENDS OF

500 7TH AVENUE 8TH FLOOR
NEW YORK,NY10018
  PC GENERAL OPERATING 450

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 GALA HOST COMMITTEE 58,000

HALEY HOUSE

23 DARTMOUTH ST
BOSTON,MA02116
  PC GENERAL OPERATING 3,600

HAND IN HAND

PO BOX 80102
PORTLAND,OR97280
  PC GENERAL OPERATING 900

HARVARD UNIVERSITY

124 MT AUBURN STREET
CAMBRIDGE,MA02138
  PC KENNEDY SCHOOL DEAN'S COUNCIL 25,000

HEBREW INSTITUTE OF RIVERDALE

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

HILLELS OF GEORGIA

1100 SPRING ST NW SUITE 810
ATLANTA,GA30309
  PC FOR EMORY HILLEL 2,500

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 GENERAL OPERATING 10,000

I WAS SUPPOSED TO HAVE A BABY

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

JCC GREATER BOSTON

33 NAHANTON ST
NEWTON,MA02459
  PC GENERAL OPERATING 2,500

JCDS

57 STANLEY AVE
WATERTOWN,MA02472
  PC JUST IMAGINE TEACHER GRANTS, ISRAEL RESPONSE GRANT 13,383

JEWISH ARTS COLLABORATIVE

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

JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER BOSTON

126 HIGH STREET
BOSTON,MA02110
  PC GENERAL OPERATING 25,000

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 BOSTON EXPANSION PILOT 50,000

JEWS OF COLOR INITIATIVE

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

JOIN FOR JUSTICE

PO BOX 690376
QUINCY,MA021695301
  PC GENERAL OPERATING 3,600

KESHET

284 AMORY STREET
JAMAICA PLAIN,MA02130
  PC INSTITUTIONAL TRAINING PROGRAM; GENERAL OPERATING 10,000

KIDS IN TECH

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

LEHRHAUS CENTER FOR JEWISH LIFE AND LEARNING

425 WASHINGTON ST
SOMERVILLE,MA02143
  PC FOR EDUCATIONAL PROGRAMS 50,000

LONE SOLDIERS FRIENDS OF

SHAPIRO ASSOCIATES 2291 ADAM
CLAYTON POWELL AVENUE
NEW YORK,NY100302877
  PC GENERAL OPERATING 800

MAIMONIDES SCHOOL

34 PHILBRICK ROAD
BROOKLINE,MA02445
  PC GENERAL OPERATING, ALUMNI FUND, JUST IMAGINE TEACHER GRANTS 18,246

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVENUE E19-411
CAMBRIDGE,MA02139
  PC CENTER FOR ENERGY AND ENVIRONMENTAL POLICY RESEARCH 15,000

MASSARTCOLLEGE OF ART & DESIGN

621 HUNTINGTON AVE
BOSTON,MA02115
  PC RAISE YOUR PADDLE, ANNUAL FUND 2,000

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

MAUI KOSHER FARM

PO BOX 1545
WAILUKU,HI96793
  PC GENERAL OPERATING 500

MAYYIM HAYYIM

1838 WASHINGTON ST
NEWTON,MA02466
  PC GENERAL OPERATING 13,600

METROWEST JEWISH DAY SCHOOL

50 PAMELA RD
FRAMINGHAM,MA01701
  PC GENERAL OPERATING, JUST IMAGINE TEACHER GRANTS, ISRAEL RESPONSE GRANT 66,250

MIDAS COLLABORATIVE

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

MJCCA

5342 TILLY MILL RD
DUNWOODY,GA30338
  PC CAMP SCHOLARSHIPS AND HABIMA THEATER 4,000

MORE THAN WORDS

56 FELTON ST
WALTHAM,MA02453
  PC GENERAL OPERATING 5,000

NATIONAL CENTER FOR FAMILY PHILANTHROPY

1667 K ST NW SUITE 550
WASHINGTON,DC20006
  PC MEMBERSHIP 1,500

NEW ENGLAND HEBREW ACADEMY

9 PRESCOTT ST
BROOKLINE,MA02446
  PC JUST IMAGINE TEACHER GRANTS 4,450

NEW YORK UNIVERSITY

70 WASHINGTON SQ SO
NEW YORK,NY10012
  PC BEKER SCHOLARSHIPS 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 5,000

OPEN DOOR ARTS

C/O SEVEN HILLS FOUNDATION 81 HOPE
AVE
WORCESTER,MA01603
  PC GENERAL OPERATING 10,000

OPEN DOR MEDIA

1111O W OAKLAND PARK BLVD SUITE 288
SUNRISE,FL333516808
  PC FOR UNPACKED 10,000

PEF ISRAEL ENDOWMENT FUNDS

630 THIRD AVE STE 1500
NEW YORK,NY10017
  PC FOR JERUSALEM YOUTH CHORUS 150

PHILANTHROPY MA

133 FEDERAL ST SUITE 802
BOSTON,MA02110
  PC MEMBERSHIP 6,400

PRIZMAH

254 WEST 54TH STREET 11TH FLOOR
NEW YORK,NY10019
  PC GENERAL OPERATING; STRONGER TOGETHER PROJECT 210,000

PROJECT SHEMA

C/O FJC 225 WEST 39TH ST 12TH FL
NEW YORK,NY10018
  PC GENERAL OPERATING 5,000

RASHI SCHOOL

8000 GREAT MEADOW ROAD
DEDHAM,MA02026
  PC JUST IMAGINE TEACHER GRANTS 9,884

RAW ART WORKS

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

RECORD CO THE

960 MASSACHUSETTS AVE
BOSTON,MA02118
  PC GENERAL OPERATING 1,500

RESOLVE NEW ENGLAND

395 TOTTEN POND ROAD SUITE 203
WALTHAM,MA02451
  PC GENERAL OPERATING 3,600

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 1,000

SHALEM FOUNDATION

845 THIRD AVE 6 FLR
NEW YORK,NY10022
  PC MASTER CLASS SPONSOR, STUDENT EMERGENCY FUND, GENERAL OPERATING, JCCC 107,800

SHALOH HOUSE

29 CHESTNUT HILL AVE
BRIGHTON,MA02135
  PC JUST IMAGINE TEACHER GRANTS, ISRAEL RESPONSE GRANT 4,300

SHOMREI TORAH

19-10 MORLOT AVE
FAIR LAWN,NJ07410
  PC RABBI'S DISCRETIONARY FUND 5,000

SINAI SPECIAL NEEDS INSTITUTE

1600 QUEEN ANNE RD
TEANECK,NJ07666
  PC GENERAL OPERATING 10,000

SISTERS UNCHAINED

PO BOX 300902
JAMAICA PLAIN,MA02130
  PC GENERAL OPERATING 5,000

SOCIAL INNOVATION FORUM

2 OLIVER STREET SUITE 802
BOSTON,MA02109
  PC GENERAL OPERATING; SOCIAL INNOVATOR FUND 15,440

SOCIEDAD LATINA

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

SOLOMON SCHECHTER DAY SCHOOL

125 WELLS AVENUE
NEWTON,MA02459
  PC GENERAL OPERATING, JUST IMAGINE TEACHER GRANTS, ISRAEL RESPONSE GRANT 116,510

SOMEONE ELSE'S CHILD

594 COLUMBIA RD SUITE 211
DORCHESTER,MA02125
  PC FOR YMWAP COAT DRIVE 2,500

SPEAK FOR THE TREES

1452 DORCHESTER AVE 4TH FLOOR
DORCHESTER,MA02122
  PC GENERAL OPERATING 5,000

SPORTSMENS TENNIS AND ENRICHMENT CENTER

950 BLUE HILL AVENUE
DORCHESTER,MA02124
  PC SCHOOL TO SPORTSMEN'S PROGRAM 20,000

STEPS TO SUCCESS

PO BOX 470421
BROOKLINE,MA02447
  PC GENERAL OPERATING 800

STRIARHEBREWACADEMY

100 AMES STREET
SHARON,MA02067
  PC JUST IMAGINE TEACHER GRANTS 4,210

TEEN JUST-US

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

TEMPLE EMANUEL

385 WARD ST
NEWTON,MA02459
  PC MEMBERSHIP 3,600

TORAH ACADEMY

198 STRATHMORE RD
BRIGHTON,MA02135
  PC JUST IMAGINE TEACHER GRANTS 12,289

TRINITY BOSTON CONNECTS

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

THE VILNA SHUL

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

WASHINGTON SQUARE MINYAN

PO BOX 392
BROOKLINE,MA02446
  PC GENERAL OPERATING 3,600

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 28,000

WOODS HOLE OCEANOGRAPHIC INSTITUTION

266 WOODS HOLE ROAD MS 40
WOODS HOLE,MA025431050
  PC AMBASSADORS PROGRAM 10,000

YAD CHESSED FUND

440 TOTTEN POND RD
WALTHAM,MA02451
  PC GENERAL OPERATING, AID TO ISRAELI FAMILIES 18,400

YESHIVA OHR YISRAEL

325 RESERVOIR RD
CHESTNUT HILL,MA02467
  PC JUST IMAGINE TEACHER GRANTS 2,500

YOUNG MAN WITH A PLAN

C/O THE PREPARATORY FOUNDATION 1178
RIVER STREET
HYDE PARK,MA02136
  PC GENERAL OPERATING 15,000

ZACHOR

C/O BOSTON DANCE ALLIANCE 79
MARLBORO ST
BELMONT,MA02478
  PC TEEN PROGRAMMING 8,000

ZAMIR CHORALE OF BOSTON

1320 CENTRE ST SUITE 301
NEWTON CENTRE,MA02459
  PC GENERAL OPERATING 2,500
Total .................................right arrow 3a 2,135,459
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 1,175,175  
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 83,139 18 199,750  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aORDINARY INCOME FROM INVESTMENT PARTNERSHIPS
901101 5 14 -117,453  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 83,144 1,257,472 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,340,616
(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 BEKER FOUNDATION
 
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE BEKER FOUNDATION
 
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

$ 24,615


(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

$ 158


(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

$ 136


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

$ 58,836


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
HARVEY BEKER
C/O 204 COMMONWEALTH AVENUE
 
BOSTON, MA02116

$ 98,271


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
HARVEY BEKER
C/O 204 COMMONWEALTH AVENUE
 
BOSTON, MA02116

$ 41,711


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
THE BEKER FOUNDATION
 
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
7
HARVEY BEKER
C/O 204 COMMONWEALTH AVENUE
 
BOSTON, MA02116

$ 53,753


(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.)
(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 BEKER FOUNDATION
 
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
624.182 SHARES BROOKFIELD CORPORATION $ 24,615 2023-12-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
4.017 SHARES BROOKFIELD REISSURANCE LTD $ 158 2023-12-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
3
3.456 SHARES BROOKFIELD ASSET MANAGEMENT $ 136 2023-12-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
4
1,200 SHARES DEUTSCHE POST AG $ 58,836 2023-12-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
5
4,256 SHARES INVESTOR AB $ 98,271 2023-12-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
6
615.155 SHARES MASCO CORPORATION $ 41,711 2023-12-20
Schedule B (Form 990) (2023)
Name of organization
THE BEKER FOUNDATION
 
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
7
1,560.099 SHARES WEYERHAEUSER COMPANY $ 53,753 2023-12-20
(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 BEKER FOUNDATION
 
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE BEKER FOUNDATION
EIN:
13-3249239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,125 0   4,125

TY 2023 InvestmentsCorpStockSchedule
Name:
THE BEKER FOUNDATION
EIN:
13-3249239
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD 500 INDEX FUND 93,549 93,549
VANGUARD DEVELOPED MARKETS INDEX ADMIRAL 433,329 433,329
CATALYST/MILLBURN HEDGE STRATEGY I 3,374,938 3,374,938
FIDELITY-CUSTODIAN 6,492,875 6,492,875

TY 2023 InvestmentsOtherSchedule2
Name:
THE BEKER FOUNDATION
EIN:
13-3249239
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
HILLTOP PARTNERS LP FMV 11,121 11,121
NESTOR PARTNERS FMV 2,344,115 2,344,115
NCH BALKAN FUND LP FMV 848,217 848,217
MILLBURN EQUITY PARTNERS LLC FMV 3,319,179 3,319,179
SHAREVEST PARTNERS LP FMV 20,440,564 20,440,564
MILLBURN MCO PARTNERS LP FMV 3,537,363 3,537,363
APOLLO FUND FMV 9,268,065 9,268,065

TY 2023 LegalFeesSchedule
Name:
THE BEKER FOUNDATION
EIN:
13-3249239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,716 0   2,716


TY 2023 OtherExpensesSchedule
Name:
THE BEKER FOUNDATION
EIN:
13-3249239
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PORTFOLIO DEDUCTIONS FROM PARTNERSHIPS 126,003 126,003   0
FILING AND REGISTRATION FEES 3,267 0   3,267
INSURANCE 1,796 0   1,796
MISCELLANEOUS 75 0   73
SUPPLIES 139 0   139
DUES AND SUBSCRIPTIONS 1,181 0   1,181
POSTAGE & DELIVERY 106 0   106
COMPUTER EXPENSES 117 0   117


TY 2023 OtherIncomeSchedule2
Name:
THE BEKER FOUNDATION
EIN:
13-3249239
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ORDINARY INCOME FROM INVESTMENT PARTNERSHIPS -117,448 -117,453 -117,448


TY 2023 OtherIncreasesSchedule
Name:
THE BEKER FOUNDATION
EIN:
13-3249239
Description Amount
UNREALIZED GAINS 6,579,128


TY 2023 OtherProfessionalFeesSchedule
Name:
THE BEKER FOUNDATION
EIN:
13-3249239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 4,626 0   4,626


TY 2023 TaxesSchedule
Name:
THE BEKER FOUNDATION
EIN:
13-3249239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,726 4,726   0
FEDERAL TAXES 47,000 0   0