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
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 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$52,891,106J 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) 992,230
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,293,563 1,293,563  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,534,062
b Gross sales price for all assets on line 6a 3,168,220
7 Capital gain net income (from Part IV, line 2)... 1,897,803
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-117,207 -120,892  
12 Total. Add lines 1 through 11........ 3,702,648 3,070,474  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 174,297 0   174,297
14 Other employee salaries and wages...... 158,197 0   158,197
15 Pension plans, employee benefits....... 42,050 0   42,050
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
167 0   167
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,325 0   4,325
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,581 0   2,581
17 Interest............... 29,271 29,271   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
26,458 3,458   0
19 Depreciation (attach schedule) and depletion... 166 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,622 0   7,622
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
123,513 118,362   5,151
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 568,647 151,091   394,390
25 Contributions, gifts, grants paid....... 2,367,661 2,367,661
26 Total expenses and disbursements. Add lines 24 and 25 2,936,308 151,091   2,762,051
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 766,340
b Net investment income (if negative, enter -0-) 2,919,383
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 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......... 695,519 283,082 283,082
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)....... 10,394,691 Click to see attachment
List of Attached Documents:
// Content
13,263,906 		13,263,906
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow1,440
Less: accumulated depreciation (attach schedule) right arrow1,191 415 249 249
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 39,768,624 Click to see attachment
List of Attached Documents:
// Content
39,343,610 		39,343,610
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
259 		Click to see attachment
List of Attached Documents:
// Content
259
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 50,859,249 52,891,106 52,891,106
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........... 50,859,249 52,891,106
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)..... 50,859,249 52,891,106
30 Total liabilities and net assets/fund balances (see instructions). 50,859,249 52,891,106
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
50,859,249
2
Enter amount from Part I, line 27a .....................
2
766,340
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,265,517
4
Add lines 1, 2, and 3 ..........................
4
52,891,106
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
52,891,106
Form 990-PF (2024)
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 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 1,000,000 US T-BILL P 2024-03-20 2024-09-05
b 149 WAG GROUP CO P 2022-04-28 2024-12-12
c 1 WAG GROUP CO P 2022-05-04 2024-12-12
d 850 WAG GROUP CO P 2022-05-10 2024-12-12
e 1,000 WAG GROUP CO P 2022-09-22 2024-12-12
184 JB HUNT TRANSPORT SERVICES D 2002-09-12 2024-12-09
316 JB HUNT TRANSPORT SERVICES D 2002-09-12 2024-12-09
485 JB HUNT TRANSPORT SERVICES D 2002-09-12 2024-12-16
515 JB HUNT TRANSPORT SERVICES D 2003-02-05 2024-12-16
2,000 JB HUNT TRANSPORT SERVICES D 2003-02-05 2024-12-30
NESTOR PARTNERS (PARTNERSHIP) P 2024-01-01 2024-12-31
NESTOR PARTNERS (PARTNERSHIP) P 2023-12-31 2024-12-31
NCH BALKAN FUND LP (PARTNERSHIP) P 2023-12-31 2024-12-31
MILLBURN EQUITY PARTNERS LLC (PARTNERSHIP) P 2024-01-01 2024-12-31
MILLBURN EQUITY PARTNERS LLC (PARTNERSHIP) P 2023-12-31 2024-12-31
SHAREVEST PARTNERS (PARTNERSHIP) P 2023-12-31 2024-12-31
MILLBURN MCO PARTNERS LP (PARTNERSHIP) P 2024-01-01 2024-12-31
MILLBURN MCO PARTNERS LP (PARTNERSHIP) P 2023-12-31 2024-12-31
APOLLO FUND (PARTNERSHIP) P 2024-01-01 2024-12-31
APOLLO FUND (PARTNERSHIP) P 2023-12-31 2024-12-31
LESS: CAPITAL GAINS SUBJECT TO UBT P 2024-01-01 2024-12-31
LESS: CAPITAL GAINS SUBJECT TO UBT P 2023-12-31 2024-12-31
(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 975,946   975,946 0
b 31   1,472 -1,441
c     10 -10
d 174   8,398 -8,224
e 205   3,235 -3,030
33,119   13,138 19,981
56,879   22,562 34,317
87,443   34,629 52,814
92,852   36,771 56,081
343,990   142,800 201,190
101,401     101,401
51,209     51,209
    3,830 -3,830
    960 -960
170,580     170,580
299,621     299,621
36,816     36,816
46,126     46,126
568,173     568,173
303,655     303,655
    14,256 -14,256
    12,410 -12,410
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       0
b       -1,441
c       -10
d       -8,224
e       -3,030
      19,981
      34,317
      52,814
      56,081
      201,190
      101,401
      51,209
      -3,830
      -960
      170,580
      299,621
      36,816
      46,126
      568,173
      303,655
      -14,256
      -12,410
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 1,897,803
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 40,579
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 40,579
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 40,579
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 26,513
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 35,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 61,513
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 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 20,934
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow20,934 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 LLC 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 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)
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
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 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.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 LLC 55 WEST
46TH STREET 31ST FLOOR
NEW YORK,NY10036
SHERI GUROCK EXECUTIVE DIRECTOR
35.00 		174,297 5,229 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 		84,404 7,782 0
C/O 204 COMMONWEALTH AVENUE
BOSTON,MA02116
FELICE WHITTUM GRANTS & ADMIN MANAG
35.00 		73,793 2,214 0
C/O 204 COMMONWEALTH AVENUE
BOSTON,MA02116
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
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 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 (2024)
Form 990-PF (2024)
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
50,390,540
b
Average of monthly cash balances.......................
1b
2,003,517
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
52,394,057
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
52,394,057
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
785,911
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
51,608,146
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,580,407
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
2,580,407
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
40,579
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
5,547
c
Add lines 2a and 2b............................
2c
46,126
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,534,281
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,534,281
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
2,534,281
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
2,762,051
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
2,762,051
Form 990-PF (2024)
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 2,534,281
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
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...... 171,084
f Total of lines 3a through e ........ 171,084
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,762,051
a Applied to 2023, but not more than line 2a 0
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 2024 distributable amount..... 2,534,281
e Remaining amount distributed out of corpus 227,770
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 5 398,854
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 ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 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 ...... 		398,854
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 171,084
e Excess from 2024.... 227,770
Form 990-PF (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 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 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)
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)
aPaid during the year

70 FACES MEDIA

520 EIGHTH AVE 4TH FL
NEW YORK,NY10018 		  PC SPONSORSHIP OF DIGITIAL SUMMIT 1,800

A WIDER BRIDGE

1441 BROADWAY SUITE 6149
NEW YORK,NY10018 		  PC GENERAL OPERATING 1,800

ADAM THEATER

53 WENDELL RD
NEWTON,MA02459 		  PC GENERAL OPERATING 1,000

ALLPATHS FAMILY BUILDING

300 BAKER AVE SUITE 300
CONCORD,MA01742 		  PC GENERAL OPERATING 3,600

ALTERNATIVES FOR COMMUNITY AND ENVIRONMENT

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

AMERICAN FRIENDS OF SHALVA

441 LEXINGTON AVE SUITE 602
NEW YORK,NY10017 		  PC JOURNAL AD FOR GALA 5,000

AMERICAN FRIENDS OF THE PARENTS CIRCLE

4 E 95TH ST 5C
NEW YORK,NY10128 		  PC GENERAL OPERATING 10,000

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

BAMIDBAR

300 S DAHLIA ST 205
DENVER,CO80246 		  PC FOR BOSTON PROGRAMMING 20,000

BEAT THE ODDS

634 WARREN STREET
BOSTON,MA02121 		  PC GENERAL OPERATING 5,000

BERKLEE INSTITUTE FOR ACCESSIBLE ARTS EDUCATION

C/O BERKLEE COLLEGE OF MUSIC 1140
BOYLSTON ST
BOSTON,MA02215 		  PC MA TEACHERS PROFESSIONAL DEVELOPMENT PROGRAMS 20,000

BOSTON EXPLORERS

C/O SOMEONE ELSES CHILD 594
COLUMBIA RD SUITE 211
DORCHESTER,MA02125 		  PC GENERAL OPERATING 20,000

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

75 ARLINGTON ST 3RD FL
BOSTON,MA02116 		  PC FOR EQUALITY FUND 10,000

BRANDEIS UNIVERSITY

PO BOX 9110 MAIL STOP 092
WALTHAM,MA022549110 		  PC ARCHITECTURAL PLANS FOR CENTER FOR JEWISH LIFE; HILLEL; MKAP ESSENTIALS FUND; FINE ARTS DEPT. 89,500

BRIGHAM & WOMENS HOSPITAL

116 HUNTINGTON AVE 3RD FL
BOSTON,MA02116 		  PC CENTER FOR VISUAL ARTS IN HEALTHCARE; DEI IN MEDICAL EDUCATION 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

BROTHER WOLF

PO BOX 8195
ASHEVILLE,NC28814 		  PC GENERAL OPERATING 250

CAMP RAMAH WISCONSIN

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

CAMP YAVNEH

321 WALNUT ST 460
NEWTON,MA02460 		  PC GENERAL OPERATING 1,000

CAPE COD HEALTHCARE FOUNDATION

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

CENTRAL SYNAGOGUE BOSTON

410 BOYLSTON ST
BOSTON,MA02116 		  PC CAPITAL GRANT; GENERAL OPERATING 135,000

CHABAD JEWISH CENTER

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

CHILDREN'S ROOM THE

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

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 1/2 FOR ICE HOCKEY AND 1/2 FOR JONAS CLARK SCHOLARSHIP 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 150,000

CONGREGATION BETH SHALOM

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

CONGREGATION KEHILLATH ISRAEL

384 HARVARD ST
BROOKLINE,MA02446 		  PC MEMBERSHIP, YIZKOR BOOK, GREENBERG VISIT SPONSORSHIP 10,800

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

CUT CIRCLE

2331 WARNER RANGE AVENUE
MENLO PARK,CA94025 		  PC GENERAL OPERATING 1,800

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

DISCRETIONARY FUND FOR ISRAEL VIA WORLDWIDE FRIENDS FOUNDATION

1115 BROADWAY 11TH FL
NEW YORK,NY10010 		  PC SHALEM PROTECTIVE EYEWEAR CAMPAIGN 10,000

EMORY JEWISH STUDENT CENTER

1500 NORTH DECATUR RD
ATLANTA,GA30306 		  PC GENERAL OPERATING 1,800

ENCOUNTER

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

EPSTEIN HILLEL SCHOOL

6 COMMUNITY RD
MARBLEHEAD,MA01945 		  PC JUST IMAGINE GRANTS 2,094

EPSTEIN SCHOOL

335 COLEWOOD WAY NW
SANDY SPRINGS,GA30328 		  PC GENERAL OPERATING 5,400

ESHEL

60 BROAD STREET 24TH FLOOR 1547
NEW YORK,NY10004 		  PC FOR TEMPLE BETH SHALOM OF CAMBRIDGE SHABBAT PROGRAM 1,500

ESPLANADE ASSOCIATION

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

EVERYDAY BOSTON

867 BOYLSTON ST 5TH FLOOR 1054
BOSTON,MA02116 		  PC GENERAL OPERATING 2,500

EXPRESS YOURSELF

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

FENWAY COMMUNITY HEALTH CENTER

1340 BOYLSTON ST
BOSTON,MA02215 		  PC FOR NEW MAMMOGRAPHY MACHINE 10,000

FRIENDS OF THE PUBLIC GARDEN

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

FRIENDS OF WALTHAM FAMILY SCHOOL

510 MOODY ST
WALTHAM,MA02453 		  PC FOR HOLIDAY GIFT CARDS 3,000

GANN ACADEMY

333 FOREST STREET
WALTHAM,MA02452 		  PC ANNUAL FUND, JUST IMAGINE GRANTS 56,960

GATEWAYS

333 NAHANTON ST
NEWTON,MA02459 		  PC FOR THINK:KIDS TRAININGS AND CERTIFICATION; IN-SCHOOL THERAPY 39,830

GENUNITY

36 SOUTH MUNROE TERRACE
BOSTON,MA02122 		  PC GENERAL OPERATING 2,500

GRUBSTREET

50 LIBERTY DR SUITE 500
BOSTON,MA02210 		  PC WRITERS FELLOWSHIP 50,000

HARVARD UNIVERSITY

124 MT AUBURN STREET
CAMBRIDGE,MA02138 		  PC HKS FUND 25,000

HEBREW COLLEGE

1860 WASHINGTON ST
NEWTON,MA02466 		  PC GALA SPONSORSHIP; MILLER CENTER 30,000

HEBREW SENIORLIFE

1200 CENTRE ST
BOSTON,MA02131 		  PC FOR SPIRITUAL CARE ISRAEL PROGRAM 5,000

HOMESTART

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

HOSPITALITY HOMES

PO BOX 15265
BOSTON,MA02215 		  PC FALMOUTH ROAD RACE 3,600

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 FOR THINKING THROUGH ART 20,000

ISRAAID (US)

555 COLLEGE AVE
PALO ALTO,CA94306 		  PC GENERAL OPERATING 18,000

JALSA

11 BEACON ST 722
BOSTON,MA02108 		  PC FOR JFS METROWEST COLLABORATION 15,000

JCC GREATER BOSTON

33 NAHANTON ST
NEWTON,MA02459 		  PC PHASE 1 CIRCLES OF CONNECTION; GENERAL OPERATING 40,750

JCDS

57 STANLEY AVE
WATERTOWN,MA02472 		  PC JUST IMAGINE GRANTS 10,750

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 FAMILY & CHILDREN'S SERVICES

1430 MAIN STREET
WALTHAM,MA02451 		  PC CIRCLES OF CONNECTION 42,850

JEWISH FAMILY SERVICES OF METROWEST

475 FRANKLIN ST 101
FRAMINGHAM,MA01702 		  PC FOR JALSA COLLABORATION 15,000

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 GENERAL OPERATING 2,500

JEWISH STUDIO PROJECT

940 DWIGHT WAY 13B
BERKELEY,CA94710 		  PC BOSTON EXPANSION 1 OF 2 50,000

JEWS OF COLOR INITIATIVE

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

JGIVE FRIENDS OF KEREN ASOR

43 LUBLIN TR
LAKEWOOD,NJ08701 		  PC FOR KIBBUTZ MOVEMENT FUND 750

JOIN FOR JUSTICE

PO BOX 690376
QUINCY,MA021695301 		  PC PILOT TRAINING MODULES 10,000

JUVENILE DIABETES RESEARCH FOUNDATION GREATER NEW ENGLAND

62 WALNUT STREET SUITE 5
WELLESLEY,MA02481 		  PC GALA DONATION IN HONOR OF NEIL WALLACK 1,000

KESHET

284 AMORY STREET
JAMAICA PLAIN,MA02130 		  PC GENERAL OPERATING; BOSTON INSTITUTIONAL TRAINING 98,000

LANDER-GRINSPOON ACADEMY

257 PROSPECT ST
NORTHAMPTON,MA01060 		  PC JUST IMAGINE GRANTS 8,900

LEHRHAUS CENTER FOR JEWISH LIFE AND LEARNING

425 WASHINGTON ST
SOMERVILLE,MA02143 		  PC EDUCATIONAL PROGRAMMING 50,000

M2 INSTITUTE FOR JEWISH EXPERIENTIAL LEARNING

338 3RD AVENUE SUITE 2147
BROOKLYN,NY11215 		  PC YAMIM AND YATED PROGRAMS IN BOSTON 36,000

MAIMONIDES SCHOOL

34 PHILBRICK ROAD
BROOKLINE,MA02445 		  PC JUST IMAGINE GRANTS, ANNUAL FUND 25,987

MASS TRANS POLITICAL COALITION

C/O BAGLY 28 COURT SQUARE
BOSTON,MA02108 		  PC FOR MASS TRANS HEALTH COALITION 1,000

MASSARTCOLLEGE OF ART & DESIGN

621 HUNTINGTON AVE
BOSTON,MA02115 		  PC AUCTION SUPPORT 5,000

MASSCREATIVE

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

MATTAPAN FOOD AND FITNESS COALITION

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

MAYYIM HAYYIM

1838 WASHINGTON ST
NEWTON,MA02466 		  PC GENERAL OPERATING 10,000

MECHON HADAR

190 AMSTERDAM AVENUE
NEW YORK,NY10023 		  PC RISING SONG INSTITUTE, PEDAGOGIES OF PARTNERSHIP, GENERAL OPERATING 5,400

METROWEST JEWISH DAY SCHOOL

50 PAMELA RD
FRAMINGHAM,MA01701 		  PC GENERAL OPERATING; CLEAR THE PATH CAMPAIGN; JUST IMAGINE GRANTS 68,828

MIRA COALITION

69 CANAL ST 3RD FL
BOSTON,MA02114 		  PC GENERAL OPERATING 1,000

MJCCA

5342 TILLY MILL RD
DUNWOODY,GA30338 		  PC FOR JERRY'S HABIMA THEATRE 2,000

MODERN JEWISH COUPLES

C/O BELOVED GARDEN 72 STONY RUN
NEW ROCHELLE,NY10804 		  PC GENERAL OPERATING 3,600

MOISHE HOUSE

441 SAXONY RD
ENCINITAS,CA92024 		  PC FOR BASE BOSTON 75,000

NATIONAL CENTER FOR FAMILY PHILANTHROPY

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

NCSY NEW ENGLAND

C/O ORTHODOX UNION 40 RECTOR ST 4TH
FLOOR
NEW YORK,NY10006 		  PC FOR PUBLIC SCHOOL EXPANSION 20,000

NEW ENGLAND HEBREW ACADEMY

9 PRESCOTT ST
BROOKLINE,MA02446 		  PC JUST IMAGINE GRANTS 4,800

NEW YORK UNIVERSITY

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

ONE CAN HELP

PO BOX 55
NEWTON,MA02468 		  PC GENERAL OPERATING 20,000

ONE FAMILY

423 WEST BROADWAY SUITE 402
BOSTON,MA02127 		  PC GENERAL OPERATING 10,000

ONETABLE AKA THE SHABBAT PROJECT

228 PARK AVE S SUITE 77191
NEW YORK,NY10003 		  PC GENERAL OPERATING 3,600

OPEN DOOR ARTS

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

OPENDOR MEDIA

1111O W OAKLAND PARK BLVD SUITE 288
SUNRISE,FL333516808 		  PC GENERAL OPERATING 10,000

PEF ISRAEL ENDOWMENT FUNDS

630 THIRD AVE STE 1500
NEW YORK,NY10017 		  PC FOR MIDRESHET HASHILUV NATUR; ISRAELI CHILDRENS FUND- WRAPPED WITH LOVE 5,000

PHILANTHROPY MA

133 FEDERAL ST SUITE 802
BOSTON,MA02110 		  PC MEMBERSHIP 6,525

PRIZMAH

254 WEST 54TH STREET 11TH FLOOR
NEW YORK,NY10019 		  PC STRONGER TOGETHER PROJECT; GENERAL OPERATING; CONFERENCE SPONSOR 113,500

PROJECT SHEMA

C/O FJC 225 WEST 39TH ST 12TH FL
NEW YORK,NY10018 		  PC GENERAL OPERATING 10,000

RASHI SCHOOL

8000 GREAT MEADOW ROAD
DEDHAM,MA02026 		  PC JUST IMAGINE GRANTS 8,630

RAW ART WORKS

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

RECORD CO THE

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

SAR ACADEMY

655 W 254 ST
BRONX,NY10471 		  PC COOPER FUND; GENERAL OPERATING 40,000

SHADY HILL SCHOOL

178 COOLLIDGE HILL
CAMBRIDGE,MA02138 		  PC GENERAL OPERATING 1,000

SHALEM FOUNDATION

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

SHALOH HOUSE

29 CHESTNUT HILL AVE
BRIGHTON,MA02135 		  PC JUST IMAGINE GRANT 1,000

SHALOM HARTMAN INSTITUTE OF NORTH AMERICA

475 RIVERSIDE DRIVE SUITE 1450
NEW YORK,NY10115 		  PC GENERAL OPERATING 3,600

SHOMREI TORAH

19-10 MORLOT AVE
FAIR LAWN,NJ07410 		  PC GENERAL OPERATING 6,800

SILVER LINING MENTORING

727 ATLANTIC AVENUE 3RD FLOOR
BOSTON,MA02111 		  PC GENERAL OPERATING 1,000

SINAI SCHOOLS

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

SISTERS UNCHAINED

PO BOX 300902
JAMAICA PLAIN,MA02130 		  PC GENERAL OPERATING 2,500

SOCIAL INNOVATION FORUM

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

SOCIEDAD LATINA

1530 TREMONT STREET
ROXBURY,MA02120 		  PC FOR WELLNESS PROGRAMS 10,000

SOLOMON SCHECHTER DAY SCHOOL

125 WELLS AVENUE
NEWTON,MA02459 		  PC GENERAL OPERATING; JUST IMAGINE GRANTS 85,090

STANDING TOGETHER

C/O PEF ISRAEL ENDOWMENT FUNDS 630
THIRD AVE STE 1500
NEW YORK,NY10017 		  PC GENERAL OPERATING 10,000

STRIARHEBREWACADEMY

100 AMES STREET
SHARON,MA02067 		  PC JUST IMAGINE GRANTS 4,700

SVARA

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

TEMPLE BETH ZION

1566 BEACON ST
BROOKLINE,MA02446 		  PC GENERAL OPERATING 3,600

TEMPLE EMANUEL

385 WARD ST
NEWTON,MA02459 		  PC GENERAL OPERATING 3,600

THE FOOD PROJECT

10 LEWIS ST
LINCOLN,MA01773 		  PC GENERAL OPERATING 500

TORAH ACADEMY

198 STRATHMORE RD
BRIGHTON,MA02135 		  PC JUST IMAGINE GRANTS 10,382

TRANSFORMATIONAL PRISON PROJECT

C/O TIDES CENTER PO BOX 399385
SAN FRANCISCO,CA94139 		  PC GENERAL OPERATING 20,000

VILNA SHUL

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

WASHINGTON SQUARE MINYAN

PO BOX 392
BROOKLINE,MA02446 		  PC BEKER MEMBERSHIP; GENERAL OPERATING 3,400

WEST END HOUSE

LEWIS GORDON CENTER 105 ALLSTON
STREET
ALLSTON,MA02134 		  PC SOCIAL WORKER AND TRAUMA INFORMED FRAMEWORK 10,000

WONDERMORE

1647 BEACON ST SUITE 5
NEWTON,MA02468 		  PC BPS EXPANSION 30,000

YAD CHESSED FUND

440 TOTTEN POND RD
WALTHAM,MA02451 		  PC GENERAL OPERATING 31,000

YESHIVA OHR YISRAEL

325 RESERVOIR RD
CHESTNUT HILL,MA02467 		  PC JUST IMAGINE GRANTS 4,485

YOUNG MAN WITH A PLAN

C/O THE PREPARATORY FOUNDATION 1178
RIVER STREET
HYDE PARK,MA02136 		  PC GENERAL OPERATING 10,000

ZAMIR CHORALE OF BOSTON

1320 CENTRE ST SUITE 301
NEWTON CENTRE,MA02459 		  PC GENERAL OPERATING 3,600
Total .................................right arrow 3a 2,367,661
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
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
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 1,293,563  
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 26,666 18 1,507,396  
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 3,685 14 -120,892  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 30,351 2,680,067 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,710,418
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE BEKER FOUNDATION
 
Employer identification number

13-3249239
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE BEKER FOUNDATION
  		Employer identification number
13-3249239
Part I
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

$ 33,662


(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

$ 146,539


(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

$ 787,029


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
RUDERMAN FAMILY FOUNDATION
 
PO BOX 590100 716 BEACON STREET
 
NEWTON, MA02459

$ 25,000


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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
 184 SHARES JB HUNT TRANSPORT SERVICES $ 33,662 2024-12-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 801 SHARES JB HUNT TRANSPORT SERVICES $ 146,539 2024-12-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 4,302 SHARES JB HUNT TRANSPORT SERVICES $ 787,029 2024-12-05
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE BEKER FOUNDATION
EIN:
13-3249239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,325 0   4,325

TY 2024 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 116,906 116,906
VANGUARD DEVELOPED MARKETS INDEX ADMIRAL 446,518 446,518
CATALYST/MILLBURN HEDGE STRATEGY I 3,830,816 3,830,816
FIDELITY-CUSTODIAN 8,869,666 8,869,666

TY 2024 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 9,038 9,038
NESTOR PARTNERS FMV 2,594,232 2,594,232
NCH BALKAN FUND LP FMV 578,322 578,322
MILLBURN EQUITY PARTNERS LLC FMV 3,159,185 3,159,185
SHAREVEST PARTNERS LP FMV 20,735,875 20,735,875
MILLBURN MCO PARTNERS LP FMV 1,743,559 1,743,559
APOLLO FUND FMV 10,523,399 10,523,399

TY 2024 LegalFeesSchedule
Name:
THE BEKER FOUNDATION
EIN:
13-3249239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 167 0   167


TY 2024 OtherAssetsSchedule
Name:
THE BEKER FOUNDATION
EIN:
13-3249239
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER ASSETS 0 259 259


TY 2024 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 118,362 118,362   0
FILING AND REGISTRATION FEES 539 0   539
INSURANCE 1,273 0   1,273
DUES AND SUBSCRIPTIONS 2,431 0   2,431
OFFICE EXPENSE 233 0   233
PROGRAM RELATED EXPENSES 675 0   675


TY 2024 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 -117,207 -120,892 -117,207


TY 2024 OtherIncreasesSchedule
Name:
THE BEKER FOUNDATION
EIN:
13-3249239
Description Amount
UNREALIZED GAINS 1,265,517


TY 2024 OtherProfessionalFeesSchedule
Name:
THE BEKER FOUNDATION
EIN:
13-3249239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 2,581 0   2,581


TY 2024 TaxesSchedule
Name:
THE BEKER FOUNDATION
EIN:
13-3249239
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,458 3,458   0
FEDERAL TAXES 23,000 0   0