TY 2025 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.
Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2025

Open to Public Inspection

For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25

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
BRAINTREE

State or province
MA

Country

ZIP or foreign postal code
02184

A Employer identification number

04-3535659

B Telephone number (see instructions)

6178489821

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

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

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

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

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 .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$7,025,360J 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...	191,216		191,216
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		118,361
b	Gross sales price for all assets on line 6a 1,419,818
7	Capital gain net income (from Part IV, line 2)...			118,361
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........	309,577		309,577
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	7,000	3,500	3,500
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	51,458	51,458	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	4,914	2,168	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	3,010	0	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	66,382		57,126	3,500
25	Contributions, gifts, grants paid.......	357,000			357,000
26	Total expenses and disbursements. Add lines 24 and 25 ................	423,382		57,126	360,500
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-113,805
b	Net investment income (if negative, enter -0-)			252,451
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2025)

Form 990-PF (2025)

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.........	248,501	357,228	357,228
	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).......	653,844	List of Attached Documents: // Content 415,380	615,431
	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)..........	5,247,273	List of Attached Documents: // Content 5,263,205	6,052,701
	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)	6,149,618	6,035,813	7,025,360
	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...........	6,149,618	6,035,813
	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).....	6,149,618	6,035,813
	30	Total liabilities and net assets/fund balances (see instructions).	6,149,618	6,035,813

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

6,149,618

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

-113,805

Other increases not included in line 2 (itemize)

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

6,035,813

Decreases not included in line 2 (itemize)

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

6,035,813

Form 990-PF (2025)

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	1,352,542	1,301,457	51,085
b	67,276		67,276
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			51,085
b			67,276
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	118,361
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	3,509
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	3,509
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	3,509
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	2,680
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	2,680
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	829
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax	Refunded	11
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

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. $ 0(2) On foundation managers.$ 0

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

on foundation managers.$ 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 2025 or the taxable year beginning in 2025? 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 Click to see attachment

List of Attached Documents:

// Content

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

Yes

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

Yes

Website addressN/A

The books are in care ofThe Foundation Telephone no. (781) 848-9821

Located at50 BRAINTREE HILL OFFICE PARK SUITE205BRAINTREEMA ZIP+402184

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........

and enter the amount of tax-exempt interest received or accrued during the year ........

16 At any time during calendar year 2025, 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

Form 990-PF (2025)

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 ........

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 2025? .............

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 2025, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2025?....................

If "Yes," list the years 20, 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.) ..............

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 2025 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 Form 4720, Schedule C, to determine

if the foundation had excess business holdings in 2025.).....................

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 2025? ..

Form 990-PF (2025)

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 .........

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
474 SALISBURY ST WORCESTER,MA01609	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 (2025)

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
LEVERONI FINANCIAL MANAGEMENT CORP	INVESTMENT MANAGEMENT	51,458
50 BRAINTREE HILL OFFICE PARK 205 BRAINTREE,MA02184	INVESTMENT MANAGEMENT	51,458

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

Form 990-PF (2025)

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

6,568,290

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

295,259

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

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

6,863,549

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

6,863,549

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

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

102,953

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

6,760,596

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

338,030

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)

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

338,030

Tax on investment income for 2025 from Part V, line 5 .......

3,509

Income tax for 2025. (This does not include the tax from Part V.) ...

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

3,509

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

334,521

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

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

334,521

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

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

334,521

Part XI

Qualifying Distributions (see instructions)

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

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

360,500

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. .......

360,500

Form 990-PF (2025)

Page 9

Part XII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2024	(c) 2024	(d) 2025
1 Distributable amount for 2025 from Part X, line 7				334,521
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......			324,157
b Total for prior years:2023, 20, 20		9,982
3 Excess distributions carryover, if any, to 2025:
a From 2020......
b From 2021......
c From 2022......
d From 2023......
e From 2024......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 360,500
a Applied to 2024, but not more than line 2a			324,157
b Applied to undistributed income of prior years (Election required—see instructions) .....		List of Attached Documents: // Content 9,982
c Treated as distributions out of corpus (Election required—see instructions) ........	0
d Applied to 2025 distributable amount.....				26,361
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2025.	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 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2025. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2026 ..........				308,160
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 2020 not applied on line 5 or line 7 (see instructions) ...	0
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2021 ....
b Excess from 2022 ....
c Excess from 2023 ....
d Excess from 2024 ....
e Excess from 2025 ....

Form 990-PF (2025)

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 2025, enter the date of the ruling ......

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) 2025	(b) 2024	(c) 2023	(d) 2022	(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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)

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		SUPPORT	20,000
AMERICAN RED CROSS 431 18TH STREET NE WASHINGTON,DC20006	n/A		SUPPORT	10,000
bancroft school 110 Shore Drive Worcester,MA01605	N/A		support	10,000
BOSTON CHILDRENS HOSPITAL 401 Park Drive Boston,MA02215	N/A		SUPPORT	10,000
CHILDREN'S SCHOOL OF SCIENCE 24 SCHOOL STREET WOODS HOLE,MA02543	N/A		SUPPORT	10,000
CURRY COLLEGE 1071 BLUE HILLS AVENUE MILTON,MA02186	N/A		SUPPORT	10,000
DANA FARBER CANCER INST 10 Brookline Place West BROOKLINE,MA02445	N/A		SUPPORT	20,000
Falmouth Road Race PO Box 732 Falmouth,MA02541	N/A		Support	15,000
FALMOUTH SERVICE CENTER 611 GIFFORD STREET FAlmouth,MA02540	n/A		SUPPORT	1,000
FRIENDS OF THE BLUE HILLS 695 HILLSIDE ST MILTON,MA02186	N/A		SUPPORT	10,000
Habitat for Humanity 322 W Lamar Street Americus,GA317093543	N/A		Support	10,000
ITALIAN HOME FOR CHILDREN 1125 CENTRE STREET BOSTON,MA02130	N/A		SUPPORT	10,000
JOSLIN DIABETES CTR 1 JOSLIN PLACE BOSTON,MA02215	N/A		SUPPORT	10,000
MASSACHUSETTS AUDUBON SOCIETY 208 SOUTH GREAT ROAD LINCOLN,MA01773	N/A		SUPPORT	1,000
MILTON BID Beth Isreal Deaconess 199 Reedsdale Rd MILTON,MA02186	N/A		SUPPORT	5,000
MILTON HIGH SCHOOL 25 GILE road MILTON,MA02186	n/A		SUPPORT	5,000
Milton Rotary Club Po Box 66 North Quincy,MA02171	N/A		Support	1,000
NATIONAL WILDLIFE FEDERATION 11100 WILDLIFE CENTER DR RESTON,VA20190	N/A		SUPPORT	1,000
NEW ENGLAND WILDLIFE CENTER 500 Columbian St South Weymouth,MA02190	N/A		SUPPORT	1,000
Our Lady of the Visitation Church 29 Saint Marys Rd Milton,MA02186	n/A		SUPPORT	1,000
PAN-MASS CHALLENGE 77 4th Ave Nedham,MA02494	N/A		SUPPORT	10,000
Pine Street Inn 444 Harrison Avenue Boston,MA02118	N/A		Support	11,500
Renaissance Charitable Foundation 8888 keystone crossing suite 1222 indianapolis,IN46240	n/a		SUPPORT	100,000
Saint Rock Haiti Foundation 372 Granite Ave Suite 1 Milton,MA02186	N/A		Support	10,000
Salvation Army 25 SHAWMUT ROAD CANTON,MA02021	n/A		SUPPORT	10,000
St John THE EVANGELIST CHURCH 841 SHORE ROAD P BOX 1558 POCASSET,MA02559	n/A		SUPPORT	1,000
STONEHILL COLLEGE 320 Washington St Easton,MA02357	N/A		SUPPORT	30,000
UNICEF 18 TREMONT STREET 820 BOSTON,MA02108	N/A		SUPPORT	10,000
WGBH One Guest Street Boston,MA02135	N/A		Support	2,500
Woods Hole Oceanographic Institute 266 Woods Hole Road MS 40 Woods Hole,MA02543	N/A		Support	10,000
worcester county food bank 474 Boston Turnpike Shrewsbury,MA01545	N/A		support	1,000
Total ................................. 3a				357,000

bApproved for future payment

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

Form 990-PF (2025)

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	191,216
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	118,361
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		309,577	0

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

309,577

(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 (2025)

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	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 (2025)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2025 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	7,000	3,500		3,500

- TIN:

TY 2025 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-XXX-XX-XXXX BRAINTREE HILL OFFICE PARK, SUITE 205BRAINTREE, MA 0218412/31/2025PURSUANT 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 PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS MADE OUT OF UNDISTRIBUTED INCOME FROM 2023 OF $9,982.

- TIN:

TY 2025 InvestmentsCorpStockSchedule

Name:

THE BAKER FAMILY FOUNDATION INC

EIN:

04-3535659

Name of Stock	End of Year Book Value	End of Year Fair Market Value
IAU ISHARES GOLD TRUST X5017	13,800	19,562
ONC BEONE MEDICINES LTD SPON ADR	2,045	3,342
AAGIY AIA GROUP LTD SPON ADR	9,427	8,493
ABBNY ABB LIMITED SPONSORED ADR ACCT# 1666	5,206	14,942
AIQUY AIR LIQUIDE ADR	3,692	5,146
AMADY AMADEUS IT GROUP	8,144	9,625
ASML HOLDING NV NY REGISTRYASML	9,188	18,188
AZN ASTRAZENECA PLC SPONSORED	7,723	13,330
B BARRICK MINING CORP	3,387	4,311
BAESY BAE SYSTEMS PLC SPON ADR	5,397	7,895
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S A SPON ADR	4,334	6,643
BTI British Amern Tobacco PLC	2,920	4,643
BUD ANHEUSER BUSCH INBEV SA/NV	3,363	3,330
CHGCY CHUGAI PHARMACEUTICALS	4,405	4,912
CMSQY COMUTERSHARE LTD SPONS ADR	2,395	2,216
CNI CANADIAN NATIONAL RAILWAY COMPANY	6,425	5,338
DANOY DANONE SPON ADR	3,046	4,510
DB DEUTSCHE BANK	3,854	9,293
DBOEY DEUTSCHE BOERSE AG UNSPON ADR	4,583	4,522
DBSDY DBS Group Holdings LTD	2,971	7,376
dkily Daikin Industries LTD Uspon	4,408	3,468
DSDVY DSV A/S UNSPON ADR	6,376	9,349
DSNKY Daiichi Sankyo Co LTD	7,005	4,758
EADSY AIRBUS SE ADR	4,570	9,673
ENGIY Engie Spon ADR	4,384	8,459
EPOAY EPIROC AKTIEBOLAG	7,901	8,934
ESLOY Essilor Luxottica Upon	5,527	12,515
EVVTY EVOLUTION AB UNSPON ADR	3,504	2,785
FJTSY FUJITSU LTD ADR	2,841	5,261
HALMY HALMA PLC ADR	5,622	6,939
HDLMY HEIDELBERG MATERIALS AG SPON ADR	2,791	3,073
HKXIY Hong Kong Exchanges & Clearing LTD	6,291	8,548
HOYA CORP SPON ADRR 10 COM	2,330	2,881
HTHIY HITACHI LTD ADR 10 COM	3,899	8,861
IBDRY Iberdrola SA Sponsored ADR	7,466	10,282
IDEXY Industria De Diseno Textil	3,433	9,702
IMBBY IMPERIAL BRANDS PLC SPONSORED ADR	4,912	7,646
ISNPY INTESA SANPAOLO SPA SPONSORED ADR REPSTG ORDINARY	5,168	5,617
ITOCY ITOCHU CORP ADR	3,822	6,196
KGSPY KINGSPAN GROUP PLC ADR	3,095	3,173
KKPNY ROYAL KPN N V SPONSORED ADR	3,012	4,503
KMTUV KOMATSU LTD SPON ADR	3,289	2,794
KYCCF KEYENCE CORP	7,186	5,040
LRLCY LOREAL COMPANY ADR	6,843	7,709
LSEGY London Stock Exchange Group ADR	9,096	10,761
LVMUY LVMH MOET HENNESSY	9,478	11,009
MARUY MARUBENI CORP ADR	3,384	4,688
MTUAY MTU AERO ENGINES	2,600	5,419
MURGY MUNICH RE GROUP ADR	4,741	5,975
NSRGY NESTLE S A SPON ADR RESPTG	9,124	8,100
NTDOY NINTENTO LTD ADR	5,888	5,311
NVO NOVO NORDISK AS ADR	7,714	10,125
NWG NATWEST GROUP PLC SPON ADR	4,715	10,028
RACE Ferrari	2,977	2,587
RCRUY RECRUIT HLDGS CO LTD	4,140	5,355
RELX RELX PLC SPON ADR	5,433	7,074
RIO RIO TINTO PLC SPONSORED ADR	2,425	2,481
RMNBY RHEINMETALL AG ADR	1,549	3,655
RWEOY RWE AG SPONS ADR REPSTG ORDINARY PAR DM 50	8,807	10,182
RYAAY RYANAIR HOLDINGS PLC SPON ADR	5,843	7,436
RYCEY ROLLS-ROYCE HOLDINGS PLC	4,580	16,286
SAFRY SAFRAN S A SPON ADR	6,932	17,323
SAN BANCO SANTANDER S A ADR	4,122	6,006
SAP SAP SE SPON ADR	6,118	12,388
SCBFY STANDARD CHARTERED PLC UNSPON ADR	3,823	6,924
SHECY SHIN ETSU CHEMICAL CO LTD	3,763	4,030
SHOP SHOPIFY INC	707	3,380
SMECF SMC Corp	6,730	3,802
SONY SONY GROUP CORP ADR	8,805	8,550
SZKMY SUZUKI MOTOR CORP ADR	3,522	4,730
TCEHY TENCENT HOLDINGS LTD	4,206	4,287
TOELY Tokyo Electron LTD	3,352	5,666
TRUMY TERUMO CORP ADR	2,443	1,711
TSM TAIWAN SEMICONDUCTOR	4,069	12,763
TTDKY TDK CORP ADR	3,168	5,922
TTE TOTAL SE SPON ADR	5,020	6,935
UNCRY UNICREDIT SPA ADR NEW	5,738	13,022
VLVLY VOLVO AB ADR	2,569	2,907
WTKWY WOLTERS KLUWER N V SPON ADR	5,588	4,453
IAU ISHARES GOLD TRUST X0706	20,231	48,377

- TIN:

TY 2025 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
AEPFX EUPAC CL F2	AT COST	64,990	67,111
AMRFX AMERICAN MUTUAL CL F2 R	AT COST	25,066	26,942
ANBFX AMERICAN STRATEGIC BOND	AT COST	66,942	71,389
ABNFX Bond Fund of America	AT COST	145,265	151,353
BAI ISHARES AI INNOVATON & TECHNOLOGY ACTIVE ETF	AT COST	24,026	25,441
BFCGX American Corp Bond	AT COST	13,474	14,184
BINC BLACKROCK ISHARES FLEXIBLE INCOME	AT COST	25,114	25,224
DYNF BLACKROCK ISHARES U S EQUITY FACTOR ROTATION	AT COST	47,435	60,324
EFV ISHARES MSCI EAFE VALUE ETF	AT COST	28,929	37,847
EMB ISHARES JPMORGAN USD EMERGING MARKETS BOND ETF	AT COST	9,434	10,495
GFFFX Growth Fund of America	AT COST	92,558	106,367
HASCX HARBOR SMALL CAP VALUE	AT COST	13,279	14,184
IAGG ISHARES CORE INTL AGGREGATE BOND ETF	AT COST	21,576	21,304
IBAFX Intermediate Bond Fund of Amer	AT COST	27,389	28,679
ICAFX INVESTMENT COMPANY OF AMERICA	AT COST	53,872	61,750
IEMG ISHARES CORE MSCI EMERGING X5017	AT COST	41,033	47,793
ITA ISHARES US AEROSPACE & DEFENSE ETF	AT COST	7,299	7,729
IUSB ISHARES CORE UNIVERSAL USD BOND EFT	AT COST	100,671	106,204
IVE ISHARES S&P 500 VALUE ETF	AT COST	58,081	63,833
IVV Ishares Core S & P 500	AT COST	39,009	56,165
IVW Ishares MSCI EAFE GROWTH	AT COST	38,259	52,386
JVMIX JOHN HANCOCK DISCIPLINED VALUE MID	AT COST	45,209	44,946
MBB ISHARES MBS ETF	AT COST	34,363	36,279
MTUM ISHARES MSCI USA MOMENTUM	AT COST	23,771	26,283
NFFFX new world cl f2	AT COST	28,275	32,395
OEF ISHARES S&P 100 ETF	AT COST	40,753	45,272
PBDPX Pimco Investment Grade Bond	AT COST	65,152	69,724
PELPX Pimco Emerging Markets Local	AT COST	38,877	41,985
PEMPX Pimco Emerging Markets Bond Cl	AT COST	56,194	62,819
PMZPX Pimco Mortgage OPPPTYS	AT COST	41,316	41,889
PONPX Pimco Income	AT COST	270,199	279,684
PTTPX Pimco Total Return	AT COST	192,404	200,430
QUAL ISHARES MSCI USA QUALITY	AT COST	22,363	26,416
THRO ISHARES US THEMATIC ROTATION ACTIVE ETF	AT COST	20,105	22,635
TLH ISHARES 10-20 YR TREASURY BOND ETF	AT COST	35,964	35,686
WMFFX Washington Mutual Investors Cl	AT COST	120,337	129,360
DFAPX DFA INVESTMENT GRADE INSTL	AT COST	58,231	60,390
DFCEX DFA EMERGING MARKETS CORE EQUITY 2 CL	AT COST	32,008	43,780
DFEOX DFA US CORE EQUITY I INSTL CL	AT COST	123,453	190,763
DFGEX DFA GLOBAL REAL ESTATE SECURITIES INSTL	AT COST	8,563	9,300
DFIEX DFA INTL CORE EQUITY	AT COST	67,635	96,982
DFQTX DFA US CORE EQUITY II INSTL CL	AT COST	125,357	192,257
DGCFX DFA GLOBAL CORE PLUS FIXED INCOME	AT COST	61,056	62,996
AGG IShares Core U S Aggregate Bond ETF	AT COST	465,650	464,142
DBMF IMGP DBI MANAGED FUTURES	AT COST	23,703	26,124
FCNVX Fidelity Conservative Income Bond INSTL CL	AT COST	131,786	132,155
FSGGX Fidelity Global EX U S Index INSTL Premium	AT COST	74,577	99,587
FSMDX Fidelity Mid Cap Index INSTL Premium	AT COST	14,383	19,778
FSSNX Fidelity Small Cap Index Instl Premium	AT COST	21,905	29,075
FXAIX Fidelity 500 Index	AT COST	107,721	192,005
IEFA Ishares CORE MSCI EAFE ETF	AT COST	40,511	54,571
IEMG ISHARES CORE MSCI EMERGING X0706	AT COST	20,619	25,073
IJH IShares Core S & P Mid Cap ETF	AT COST	19,050	27,126
IJR ISHARES CORE S&P SMALL CAP	AT COST	22,764	28,963
IVV ISHARES CORE S&P 500 ETF	AT COST	50,560	77,398
MBB ISHARES MBS ETF	AT COST	119,562	121,215
QQQ INVESCO QQQ ETF	AT COST	15,841	15,358
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF	AT COST	31,451	31,419
SHY IShares 1-3 Yr Treasury Bond	AT COST	83,386	85,305
SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF	AT COST	15,466	15,259
SPIB STATE STREET Portfolio Intermediate Term Corp Bond	AT COST	86,952	90,780
SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF	AT COST	183,432	187,806
SPYG STATE STREET SPDR S& P 500 GROWTH ETF	AT COST	36,095	63,593
SPYV STATE STREET SPDR S&P 500 VALUE ETF	AT COST	51,906	72,035
STIP ISHARES 0-5 YEAR TIPS BOND	AT COST	117,592	119,592
TFLO ISHARES TREASURY FLOATING RATE BOND	AT COST	87,692	87,800
VONG VANGUARD RUSSELL 1000 GROWTH INDEX FD ETF SHS	AT COST	28,761	46,509
VONV VANGUARD RUSSELL 100 VALUE INDEX FD ETF SHS	AT COST	15,913	18,091
VTI Vanguard Total Stock Market ETF	AT COST	12,316	20,787
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF	AT COST	8,865	18,575
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	AT COST	9,617	15,500
XLV STATE STREET HEALTHCARE SELECT SECTOR SPDR ETF	AT COST	36,084	41,796
BIV VANGUARD INTERMEDIATE TERM BOND ETF	AT COST	43,156	45,871
BLV VANGUARD LONG TERM BOND INDEX ETF	AT COST	29,344	29,268
BNDX VANGUARD TOTAL INTL BOND INDEX ETF	AT COST	73,030	73,108
BSV VANGUARD SHORT TERM BOND ETF	AT COST	58,246	61,078
PBDIX T ROWE PRICE QM U S BOND Index	AT COST	67,479	69,927
PRDGX T ROWE PRICE DIVIDEND GROWTH INVESTOR	AT COST	91,489	108,420
PRGFX T ROWE PRICE GROWTH Stock	AT COST	73,031	91,062
PRWCX T ROWE PRICE CAP APPREC INVESTOR CL	AT COST	101,624	108,573
TQSMX T ROWE PRICE INTEGRATED U S SMALL MID CAP CORE EQUITY INVESTOR	AT COST	33,774	44,489
TRVLX T ROWE PRICE VALUE INVESTOR	AT COST	70,382	82,063
TUHYX T ROWE PRICE U S HIGH Yield	AT COST	20,027	20,676
VB VANGUARD SMALL CAP ETF	AT COST	13,850	18,314
VEA VANGUARD FTSE DEVELOPED MKTS ETF	AT COST	45,212	62,158
VMBS VANGUARD MORTGAGE BACKED SECURITIES ETF	AT COST	37,305	39,312
VTIP VANGUARD SHORT TERM INFLATION PROTECTED SECD STF	AT COST	23,131	23,296
VTV VANGUARD VALUE ETF	AT COST	41,552	55,196
VUG VANGUARD GROWTH ETF	AT COST	38,354	66,349
VWO VANGUARD FTSE EMERGING MARKETS ETF	AT COST	12,773	17,149

- TIN:

TY 2025 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
Form 4720 Payments (Penalty)	2,995	0		0

- TIN:

TY 2025 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	51,458	51,458		0

- TIN:

TY 2025 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	2,168	2,168		0
TAX ON NET INVESTMENT INCOME	2,746	0		0