TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
THE BAKER FAMILY FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)50 BRAINTREE HILL OFFICE PARK 205
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
BRAINTREE, MA02184

A Employer identification number

04-3535659

B Telephone number (see instructions)

(617) 848-9821

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$6,629,896J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	192,942		192,942
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		54,611
b	Gross sales price for all assets on line 6a 1,354,614
7	Capital gain net income (from Part IV, line 2)...			54,611
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........	247,553		247,553
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).......	List of Attached Documents: // Content	6,500	3,250	3,250
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	50,387	50,387	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	5,900	2,090	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	30	0	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	62,817		55,727	3,250
25	Contributions, gifts, grants paid.......	175,500			175,500
26	Total expenses and disbursements. Add lines 24 and 25	238,317		55,727	178,750
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	9,236
b	Net investment income (if negative, enter -0-)			191,826
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	404,302	248,501	248,501
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	671,357	List of Attached Documents: // Content 653,844	750,883
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	5,064,723	List of Attached Documents: // Content 5,247,273	5,630,512
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	6,140,382	6,149,618	6,629,896
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	6,140,382	6,149,618
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		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).....	6,140,382	6,149,618
	30	Total liabilities and net assets/fund balances (see instructions).	6,140,382	6,149,618

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

6,140,382

Enter amount from Part I, line 27a .....................

9,236

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

6,149,618

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

6,149,618

Form 990-PF (2024)

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
1 a	PUBLICLY TRADED SECURITIES	P
b	CAPITAL GAINS DIVIDENDS	P
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,307,209	1,300,003	7,206
b	47,405		47,405
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			7,206
b			47,405
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	54,611
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,666
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	2,666
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	2,666
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	2,600
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	2,746
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	5,346
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	2,680
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax2,680	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

THE FOUNDATION Telephone no. right arrow

(781) 848-9821

Located at right arrow

50 BRAINTREE HILL OFFICE PARKBRAINTREEMA ZIP+4 right arrow

02184

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

16 At any time during calendar year 2024, 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 (2024)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2024? .............

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)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

Yes

If "Yes," list the years right arrow

2023, 20, 20, 20

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.) ..............

Yes

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2024 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 2024.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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
JOHN MARTINSEN	PRESIDENT,CLERK, DIRECTOR 1.00	0	0	0
15 DUNDEE ROAD QUINCY,MA02071	PRESIDENT,CLERK, DIRECTOR 1.00	0	0	0
MARY MCGONAGLE	TREASURER, DIRECTOR 1.00	0	0	0
105 SCHOOL ST WALPOLE,MA02081	TREASURER, DIRECTOR 1.00	0	0	0

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...................				0

Form 990-PF (2024)

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 arrow

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 arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

6,352,434

Average of monthly cash balances.......................

283,566

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

6,636,000

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

6,636,000

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

99,540

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

6,536,460

Minimum investment return. Enter 5% (0.05) of line 5................

326,823

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.)

Minimum investment return from Part IX, line 6..................

326,823

Tax on investment income for 2024 from Part V, line 5 .......

2,666

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

2,666

Distributable amount before adjustments. Subtract line 2c from line 1............

324,157

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

324,157

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

324,157

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

178,750

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

178,750

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7				324,157
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......			188,732
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 178,750
a Applied to 2023, but not more than line 2a			178,750
b Applied to undistributed income of prior years (Election required—see instructions).....		List of Attached Documents: // Content 0
c Treated as distributions out of corpus (Election required—see instructions)........	0
d Applied to 2024 distributable amount.....				0
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2024.	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 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............			9,982
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........				324,157
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 2019 not applied on line 5 or line 7 (see instructions) ...	0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 2024....

Form 990-PF (2024)

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 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

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).)

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2024)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ALZHEIMER DISEASE RESEARCH 114 16TH ST 2011 CHARLESTOWN,MA02129	N/A	PC	SUPPORT	10,000
BOSTON CHILDRENS HOSPITAL 401 PARK DRIVE BOSTON,MA02215	N/A	PC	SUPPORT	10,000
DANA FARBER CANCER INST 10 BROOKLINE PLACE WEST BROOKLINE,MA02445	N/A	PC	SUPPORT	10,000
FALMOUTH ROAD RACE PO BOX 732 FALMOUTH,MA02541	N/A	PC	SUPPORT	10,000
FRIENDS OF THE BLUE HILLS 695 HILLSIDE ST MILTON,MA02186	N/A	PC	SUPPORT	10,000
HABITAT FOR HUMANITY 322 W LAMAR STREET AMERICUS,GA317093543	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
MILTON ROTARY CLUB PO BOX 66 NORTH QUINCY,MA02171	N/A	PC	SUPPORT	1,000
NATIONAL WILDLIFE FEDERATION 11100 WILDLIFE CENTER DR RESTON,VA20190	N/A	PC	SUPPORT	1,000
NEW ENGLAND WILDLIFE CENTER 500 COLUMBIAN ST SOUTH WEYMOUTH,MA02190	N/A	N/A	SUPPORT	1,000
PAN-MASS CHALLENGE 77 4TH AVE NEDHAM,MA02494	N/A	PC	SUPPORT	10,000
PINE STREET INN 444 HARRISON AVENUE BOSTON,MA02118	N/A	PC	SUPPORT	1,000
RED CROSS 139 MAIN ST CAMBRIDGE,MA02142	N/A	PC	SUPPORT	10,000
SAINT ROCK HAITI FOUNDATION 372 GRANITE AVE SUITE 1 MILTON,MA02186	N/A	PC	SUPPORT	10,000
SALVATION ARMY 440 WEST NYACK ROAD WEST NYACK,NY10994	N/A	PC	SUPPORT	10,000
ST JOHN THE EVANGELIST CHURCH 131 DARTMOUTH ST SUITE 501 BOSTON,MA02116	N/A	PC	SUPPORT	1,000
OUR LADY OF THE VISITATION CHURCH 29 SAINT MARYS RD MILTON,MA02186	N/A	PC	SUPPORT	1,000
STONEHILL COLLEGE 320 WASHINGTON ST EASTON,MA02357	N/A	PC	SUPPORT	30,000
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
WGBH ONE GUEST STREET BOSTON,MA02135	N/A	PC	SUPPORT	2,500
WOODS HOLE OCEANOGRAPHIC INSTITUTE 266 WOODS HOLE ROAD MS 40 WOODS HOLE,MA02543	N/A	PC	SUPPORT	10,000
Total ................................. 3a				175,500

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2024)

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	(e) Related or exempt function income (See instructions.)
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	192,942
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	54,611
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		247,553	0

13Total. Add line 12, columns (b), (d), and (e)..................

247,553

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 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	6,500	3,250		3,250

- TIN:

TY 2024 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.

- TIN:

TY 2024 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	7,914	21,535
ASPEN TECHNOLOGY	5,298	7,239
AUTO TRADER GROUP PLC	13,290	17,179
FACTSET RESEARCH SYSTEMS INC	5,665	8,165
FOX FACTORY HOLDING CORP	17,513	6,720
GOOSEHEAD INSURANCE INC CL A	10,359	15,118
MORNINGSTAR INC	13,353	22,563
NATIONAL RESEARCH CORP CL A	6,975	2,505
NCINO INC	17,301	13,197
NVE CORP NEW	1,418	1,547
OLLIES BARGAIN OUTLET HOLDINGS INC	9,436	11,522
OMEGA FLEX INC	8,509	3,274
PRICESMART INC	2,663	3,042
RIGHTMOVE PC ADR	13,228	12,605
RYAN SPECIALITY GROUP HOLDING	6,356	13,666
SPS COMMERCE INC DELAWARE	5,010	9,016
US PHYSICAL THERAPY INC	7,789	6,742
ABB LIMITED SPONSORED ADR ACCT# 1666	5,206	10,849
ADIDAS AG SPONS	2,884	3,653
AIA GROUP LTD SPON ADR	9,427	5,966
AIR LIQUIDE ADR	3,692	4,418
AIRBUS SE ADR	4,570	6,652
ANHEUSER BUSCH INBEV SA/NV	6,756	5,107
ASML HOLDING NV NY REGISTRY	5,943	9,703
ASTRAZENECA PLC SPONSORED	7,723	9,500
B&M EUROPEAN VALUE RETAIL SA	1,605	1,143
BEIGENE LTD SPON ADR	2,045	2,032
BRITISH AMERN TOBACCO PLC	2,920	2,978
CARLSBERG AS SPONSORED	4,663	2,975
DAIICHI SANKYO CO LTD	7,005	6,113
DAIKIN INDUSTRIES LTD USPON	4,408	3,177
DBS GROUP HOLDINGS LTD	4,492	7,938
DNB ASA SPON ADR REPSTG	3,708	4,040
DSV PANALPINA A/S	4,218	5,629
ENGIE SPON ADR	4,384	5,102
EPIROC AKTIEBOLAG	7,901	6,875
ESSILOR LUXOTTICA UPON	5,527	9,533
GENMAB A/S SPON ADR	4,637	2,776
GIVAUDAN SA	5,500	6,095
HERMES INTERNATIONAL SCA	2,174	5,259
HONG KONG EXCHANGES & CLEARING LTD	2,980	3,640
IBERDROLA SA SPONSORED ADR	2,946	3,308
INDUSTRIA DE DISENO TEXTIL	3,433	7,500
KEYENCE CORP	7,186	5,674
LOREAL COMPANY ADR	6,843	6,337
LONDON STOCK EXCHANGE GROUP ADR	9,096	12,563
LVMH MOET HENNESSY	6,466	6,796
NESTLE S A SPON ADR RESPTG	9,124	6,699
NITORI HOLDINGS CO LTD	3,301	1,977
NOVO NORDISK AS ADR	4,761	12,387
RECRUIT HLDGS CO LTD	4,173	6,524
RELX PLC SPON ADR	5,433	7,949
ROYAL KPN N V SPONSORED ADR	3,012	3,427
SAFRAN S A SPON ADR	8,781	13,625
SAP SE SPON ADR	10,387	19,204
SHIN ETSU CHEMICAL CO LTD	3,763	4,295
SMC CORP	6,730	4,235
STRAUMANN HOLDING AG ADR	2,202	2,390
TAIWAN SEMICONDUCTOR	5,910	12,047
TENCENT HOLDINGS LTD	6,938	4,893
TERUMO CORP ADR	2,443	2,301
TFI INTL INC	1,592	4,323
TOKYO ELECTRON LTD	3,352	3,850
TOTAL SE SPON ADR	9,791	10,137
UNICHARM CORP SPONSORED ADR	2,992	1,201
ISHARES GOLD TRUST	6,545	6,387
SERVISFIRST B & C SHARES	15,512	15,762
REVOLVE GROUP INC CL A	8,504	10,951
HOLLEY INC	4,611	1,963
DREAM FINDERS HOMES	9,025	8,819
SHOPIFY INC	1,010	3,190
SIKA AG ADR	5,468	5,072
MTU AERO ENGINES	2,600	4,308
FUJITSU LTD ADR	2,841	3,389
DANONE SPON ADR	3,046	3,347
AMADEUS IT GROUP	8,144	9,241
BP PLC SPON ADR	4,403	3,547
CANADIAN NATIONAL RAILWAY COMPANY	6,425	5,482
CAPGEMINI SE ADR	7,541	6,557
HITACHI LTD ADR 10 COM	3,899	7,023
IMPERIAL BRANDS PLC SPONSORED ADR	3,066	4,134
ITOCHU CORP ADR	7,054	8,378
MARUBENI CORP ADR	3,923	3,157
NOMURA RESEARCH INSTITUTE LTD ADR NEW	4,702	4,906
TDK CORP ADR	3,168	5,443
ENDAVA PLC ADS REPSTG CL A	11,290	7,045
NOVANTA INC	5,126	5,347
ASHTY ASHTEAD GROUP PLC ADR	4,499	3,423
BAE SYSTEMS PLC SPON ADR	5,397	4,859
BHP GROUP LTD SPON ADR C	1,890	1,563
CHUGAI PHARMACEUTICALS	3,088	2,834
DEUTSCHE BANK	3,739	4,007
EVOLUTION AB UNSPON ADR	2,298	1,921
FERRARI	2,977	2,974
HOYA CORP SPON ADRR 10 COM	2,330	2,356
MUNICH RE GROUP ADR	4,741	4,539
NATIONAL GRID PLC SPON ADR	3,833	3,387
NATWEST GROUP PLC SPON ADR	4,715	5,827
NTES NETEASE INC SPON ADR	2,159	1,606
ROLLS-ROYCE HOLDINGS PLC	4,580	7,370
SPOTIFY TECHNOLOGY SAC	1,372	1,342
SUZUKI MOTOR CORP ADR	3,522	3,602
UNICREDIT SPA ADR NEW	5,738	6,274
ENERPAC TOOL GROUP CORP CL	13,514	13,313
ONESTREAM INC CL A C	8,054	8,242
SMITH DOUGLAS HOME CORP	3,307	3,179
TRIUMPH FINANCIAL INC	10,597	12,996
IAU ISHARES GOLD TRUSTC	36,491	51,391

- TIN:

TY 2024 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	FMV	38,247	38,964
AMERICAN CORP BOND	FMV	12,856	13,263
BOND FUND OF AMERICA	FMV	143,580	145,586
GROWTH FUND OF AMERICA	FMV	71,474	77,820
INTERMEDIATE BOND FUND OF AMER	FMV	26,220	26,765
ISHARES CORE TOTAL USD	FMV	126,928	130,040
ISHARES CORE S & P 500	FMV	89,351	103,608
ISHARES MSCI EAFE GROWTH	FMV	39,563	37,376
PIMCO INVESTMENT GRADE BOND	FMV	53,867	56,126
JOHN HANCOCK DISCIPLINED VALUE MID	FMV	56,661	54,455
PIMCO EMERGING MARKETS LOCAL	FMV	33,099	31,096
PIMCO EMERGING MARKETS BOND CL	FMV	65,628	64,578
PIMCO MORTGAGE OPPPTYS	FMV	57,304	56,956
SMALL CAP WORLD CL	FMV	31,406	32,500
PIMCO INCOME	FMV	245,222	243,284
PIMCO TOTAL RETURN	FMV	185,400	183,522
WASHINGTON MUTUAL INVESTORS CL	FMV	107,978	110,213
FIDELITY 500 INDEX	FMV	144,117	213,388
FIDELITY SMALL CAP INDEX INSTL PREMIUM	FMV	21,593	25,746
FIDELITY MID CAP INDEX INSTL PREMIUM	FMV	14,167	17,887
FIDELITY GLOBAL EX U S INDEX INSTL PREMIUM	FMV	89,512	92,629
FIDELITY CONSERVATIVE INCOME BOND INSTL CL	FMV	131,927	132,298
ISHARES 1-3 YR TREASURY BOND	FMV	135,992	136,989
ISHARES 0-5 YEAR TIPS BOND	FMV	94,133	94,262
ISHARES TREASURY FLOATING RATE BOND	FMV	104,981	105,028
ISHARES CORE MSCI EAFE ETF	FMV	56,385	59,105
ISHARES CORE S&P SMALL CAP	FMV	51,106	59,338
ISHARES CORE S & P MID CAP ETF	FMV	25,385	33,336
ISHARES CORE U S AGGREGATE BOND ETF	FMV	446,586	429,461
ISHARES RUSSELL 2000 ETF	FMV	14,231	16,572
SECTOR FINANCIAL SELECT SECTOR	FMV	13,415	19,042
SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND	FMV	90,080	89,926
VANGUARD INFORMATION TECHNOLOGY ETF	FMV	12,025	19,898
VANGUARD TOTAL STOCK MARKET ETF	FMV	15,821	22,605
INVESTMENT COMPANY OF AMERICA	FMV	74,379	77,294
AMERICAN STRATEGIC BOND	FMV	65,464	65,745
DFA INVESTMENT GRADE INSTL	FMV	49,662	49,992
DFA GLOBAL REAL ESTATE SECURITIES INSTL	FMV	8,199	8,620
DFA INTL CORE EQUITY	FMV	73,882	80,613
DFA US CORE EUITY II	FMV	128,309	171,610
DFA US CORE EUITY I	FMV	121,452	164,449
DFA EMERGING MARKET CORE EQUITY	FMV	30,762	33,998
DFA GLOBAL CORE PLUS FIXED INCOME	FMV	50,406	51,548
SECTOR HEALTHCARE SELECT SECTOR SPDR	FMV	28,057	29,440
SPDR PORTFOLIO S&P 500 GROWTH	FMV	45,901	66,101
SPDR PORTFOLIO S&P 500 VALUE	FMV	57,019	70,318
SPDR S&P AEROSPACE & DEFENSE	FMV	19,545	27,360
ISHARES 20+ YR TREASURY	FMV	16,362	15,807
ISHARES TECHNOLOGY ETF	FMV	13,658	16,271
ISHARES CORE MSCI EMERGING MARKETS ETF	FMV	19,178	17,855
ISHARES JPMORGAN USD EMERGING MARKETS BOND ETF	FMV	5,954	6,322
ISHARES MSCI EAFE VALUE ETF	FMV	39,080	37,306
GLOBAL X US PREFERRED ETF	FMV	14,473	14,964
ISHARES 0-3 MONTH TREASURY BOND ETF	FMV	29,343	29,293
SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF	FMV	13,406	17,392
SPDR INTERMEDIATE TERM TREASURY ETF	FMV	192,033	189,612
VANGUARD RUSSELL 1000 GROWTH INDEX FD ETF SHS	FMV	19,853	30,887
T ROWE PRICE GROWTH STOCK	FMV	62,124	78,739
T ROWE PRICE U S HIGH YIELD	FMV	19,705	20,253
T ROWE PRICE QM U S BOND INDEX	FMV	54,021	54,830
T ROWE PRICE DIVIDEND GROWTH INVESTOR	FMV	86,252	97,459
T ROWE PRICE VALUE INVESTOR	FMV	68,099	74,416
T ROWE PRICE INTEGRATED U S SMALL MID CAP CORE EQUITY INVESTOR	FMV	37,956	44,318
VANGUARD FTSE DEVELOPED MKTS ETF	FMV	45,212	47,581
VANGUARD FTSE EMERGING MARKETS ETF	FMV	12,773	14,049
VANGUARD GROWTH ETF	FMV	38,354	55,820
VANGUARD INTERMEDIATE TERM BOND ETF	FMV	43,156	44,016
VANGUARD LONG TERM BOND INDEX ETF	FMV	36,056	35,378
VANGUARD MORTGAGE BACKED SECURITIES ETF	FMV	37,305	37,859
VANGUARD SHORT TERM BOND ETF	FMV	72,294	74,102
VANGUARD SMALL CAP ETF	FMV	13,850	17,060
VANGUARD TOTAL INTL BOND INDEX ETF	FMV	66,117	67,199
VANGUARD VALUE ETF	FMV	41,552	48,928
T ROWE PRICE CAP APPREC INVESTOR CL	FMV	99,324	102,998
AMRFX AMERICAN MUTUAL CL F2 R	FMV	13,497	13,823
BLACKROCK ISHARES U S	FMV	37,482	42,128
EUROPACIFIC GROWTH CL F2	FMV	34,189	30,813
HARBOR SMALL CAP VALUE	FMV	12,808	13,671
ISHARES MSCI USA QUALITY	FMV	43,412	45,410
ISHARES CORE MSCI EMERGING	FMV	9,698	9,347
ISHARES S&P 500 GROWTH ETF	FMV	47,651	53,100
ISHARES S&P 500 VALUE ETF	FMV	27,125	28,250
ISHARES TRUST US	FMV	6,401	6,758
BLACKROCK ISHARES FLEXIBLE	FMV	22,981	22,785
ISHARES MSCI USA MOMENTUM	FMV	13,424	13,036
IVV ISHARES CORE S&P 500 ETF	FMV	35,881	51,215
MBB ISHARES MBS ETF	FMV	145,957	138,712

- TIN:

TY 2024 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
FEDEX	15	0		0

- TIN:

TY 2024 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	50,387	50,387		0

- TIN:

TY 2024 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	2,090	2,090		0
TAX ON NET INVESTMENT INCOME	3,810	0		0