2024-09-11T13:20:55-05:00 2023-12-31 042536173 LIVINGSTON & HAYNES PC 40 GROVE STREET WELLESLEY MA 024827711 990PF 2023-01-01 043535659 THE BAKER FAMILY FOUNDATION INC BAKE 6178489821 1190 ADAMS STREET 205 DORCHESTER MA 02124 JOHN MARTINSEN DIRECTOR 6178489821 2024-09-11 1 0 KEVIN WALL P00364557 7812373339 2024-09-11 2023 2024-08-08 14:25:15Z X 6373576 X 3205742 121441 121441 -83595 1318931 0 3243588 121441 0 0 0 5195 2597 2598 29724 29724 0 3269 2629 0 4085 0 0 42273 34950 2598 200000 200000 242273 34950 202598 3001315 86491 138718 404302 404302 599 294196 0 0 671780 671357 714394 2033774 5064723 5254880 3139067 6140382 6373576 0 0 X 3139067 6140382 3139067 6140382 3139067 6140382 3139067 3001315 0 6140382 0 6140382 PUBLICLY TRADED SECURITIES P 1307069 1402526 -95457 -95457 CAPITAL GAINS DIVIDENDS P 11862 11862 11862 -83595 1202 0 1202 0 1202 640 0 0 0 640 X 8 570 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A THE FOUNDATION 7818489821 50 BRAINTREE HILL OFFICE PARK BRAINTREE MA 02184 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EDWARD H BAKER DECEASED MAY 2023 1190 ADAMS ST APT 315 DORCHESTER MA 02124 PRESIDENT, DIRECTOR 1.00 0 0 0 MARY MCGONAGLE 105 SCHOOL ST WALPOLE MA 02081 TREASURER, DIRECTOR 1.00 0 0 0 JOHN MARTINSEN 15 DUNDEE ROAD QUINCY MA 02071 CLERK, DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 3867225 739061 0 4606286 0 0 4606286 69094 4537192 226860 226860 1202 1202 225658 0 225658 0 225658 202598 0 202598 225658 152225 2021 13447 0 202598 152225 13447 0 36926 0 0 0 0 0 0 0 0 188732 0 0 0 EDWARD H BAKER DECEASED MAY 2023 X ALZHEIMER DISEASE RESEARCH 114 16TH ST 2011 CHARLESTOWN MA 02129 N/A PC SUPPORT 10000 ARTHITIS FOUNDATION 29 CRAFTS ST NEWTON MA 02458 N/A PC SUPPORT 1000 BOSTON CHILDRENS HOSPITAL 401 PARK DRIVE BOSTON MA 02215 N/A PC SUPPORT 10000 BOSTON COLLEGE 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 N/A PC SUPPORT 2000 CURRY COLLEGE 1071 BLUE HILLS AVENUE MILTON MA 02186 N/A PC SUPPORT 1000 DANA FARBER CANCER INST 10 BROOKLINE PLACE WEST BROOKLINE MA 02445 N/A PC SUPPORT 10000 FRIENDS OF THE BLUE HILLS 695 HILLSIDE ST MILTON MA 02186 N/A PC SUPPORT 10000 ITALIAN HOME FOR CHILDREN 1125 CENTRE STREET BOSTON MA 02130 N/A PC SUPPORT 10000 JOSLIN DIABETES CTR 1 JOSLIN PLACE BOSTON MA 02215 N/A PC SUPPORT 1000 MASSACHUSETTS AUDOBON SOCIETY 208 SOUTH GREAT ROAD LINCOLN MA 01773 N/A PC SUPPORT 1000 MILTON BID BETH ISREAL DEACONESS 199 REEDSDALE RD MILTON MA 02186 N/A PC SUPPORT 2500 PAN-MASS CHALLENGE 77 4TH AVE NEDHAM MA 02494 N/A PC SUPPORT 10000 RED CROSS 139 MAIN ST CAMBRIDGE MA 02142 N/A PC SUPPORT 10000 RENAISSANCE CHARITABLE FOUNDATION 8910 PURDUE ROAD 555 INDIANAPOLIS IN 46268 N/A PC SUPPORT 50000 SALVATION ARMY 440 WEST NYACK ROAD WEST NYACK NY 10994 N/A PC SUPPORT 10000 ST GREGORY CHURCH 2223 DORCHESTER AVE DORCHESTER MA 02124 N/A PC SUPPORT 1000 ST JOHN THE EVANGELIST CHURCH 131 DARTMOUTH ST SUITE 501 BOSTON MA 02116 N/A PC SUPPORT 1000 ST MARY OF THE HILLS 29 SAINT MARYS RD MILTON MA 02186 N/A PC SUPPORT 1000 STONEHILL COLLEGE 320 WASHINGTON ST EASTON MA 02357 N/A PC SUPPORT 10000 TOWN OF MILTON 25 GILE ROAD MILTON MA 02186 N/A PC SUPPORT 2500 UNICEF 18 TREMONT STREET 820 BOSTON MA 02108 N/A PC SUPPORT 10000 NATIONAL WILDLIFE FEDERATION 11100 WILDLIFE CENTER DR RESTON VA 20190 N/A PC SUPPORT 1000 YMCA OF GREATER BOSTON 1137 RIVER ST HYDE PARK MA 02136 N/A PC SUPPORT 1000 FALMOUTH ROAD RACE PO BOX 732 FALMOUTH MA 02541 N/A PC SUPPORT 10000 HABITAT FOR HUMANITY 322 W LAMAR STREET AMERICUS GA 317093543 N/A PC SUPPORT 1000 WOODS HOLE OCEANOGRAPHIC INSTITUTE 266 WOODS HOLE ROAD MS 40 WOODS HOLE MA 02543 N/A PC SUPPORT 10000 WGBH ONE GUEST STREET BOSTON MA 02135 N/A PC SUPPORT 1000 MILTON ROTARY CLUB PO BOX 66 NORTH QUINCY MA 02171 N/A PC SUPPORT 1000 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 02118 N/A PC SUPPORT 1000 SAINT ROCK HAITI FOUNDATION 372 GRANITE AVE SUITE 1 MILTON MA 02186 N/A PC SUPPORT 10000 200000 0 14 121441 18 -83595 0 37846 0 37846 0 0 0 0 0 0 0 0 0 0 X X 1 EDWARD H BAKER DECEASED C/O LPL 50 BRAINTREE HILL OFFCIE PA BRAINTREE MA 02184 1429700 X 2 EDWARD H BAKER DECEASED C/O LPL 50 BRAINTREE HILL OFFCIE PA BRAINTREE MA 02184 1776042 X LIVINGSTON & HAYNES, PC 5195 2597 2598 SECTION 4942(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSBAKER FAMILY FOUNDATION04-35356591190 ADAMS STREET, SUITE 205DORCHESTER, MA 0212412/31/2023PURSUAT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PREDEDING TAX YEAR'S UNDISTRIBUTED INCOME AS MADE OUT OF UNDISTRIBUTED INCOME FROM 2021 OF $13,477. AAON INC NEW ACCOUNT # 7555 10509 17950 ASPEN TECHNOLOGY 5298 6384 AUTO TRADER GROUP PLC 13810 16452 BILL.COM HOLDINGS INC 12383 8322 BLACKLINE INC 13501 6868 FACTSET RESEARCH SYSTEMS INC 5998 8587 FOX FACTORY HOLDING CORP 15260 11944 GOOSEHEAD INSURANCE INC CL A 9245 8338 INTERACTIVE BROKERS GROUP INC 7934 12518 MARKETAXESS HOLDINGS INC 12076 8786 MEDIAALPHA INC CL A 9076 3133 MESA LABS INC 2700 1048 MORNINGSTAR INC 13754 19751 NATIONAL RESEARCH CORP CL A 5455 4154 NCINO INC 15237 11232 NVE CORP NEW 1418 1490 OLLIES BARGAIN OUTLET HOLDINGS INC 9436 7968 OLO INC 6639 3415 OMEGA FLEX INC 7314 3737 PRICESMART INC 2663 2501 RIGHTMOVE PC ADR 13905 12200 RYAN SPECIALITY GROUP HOLDING 14621 21080 SPS COMMERCE INC DELAWARE 5215 9886 US PHYSICAL THERAPY INC 7789 7079 ABB LIMITED SPONSORED ADR ACCT# 1666 5977 10100 ADIDAS AG SPONS 2884 3050 AIA GROUP LTD SPON ADR 9427 7177 AIR LIQUIDE ADR 3706 4869 AIRBUS SE ADR 4570 6441 AMERICA MOVIL S A B DE CV SPONSORED ADR 1983 2000 ANHEUSER BUSCH INBEV SA/NV 4538 4200 ASML HOLDING NV NY REGISTRY 7950 12868 ASSA ABLOY AB ADR 1708 1999 ASTRAZENECA PLC SPONSORED 9072 11450 B&M EUROPEAN VALUE RETAIL SA 1605 1814 BEIGENE LTD SPON ADR 2941 1984 BRITISH AMERN TOBACCO PLC 7095 5653 CARLSBERG AS SPONSORED 5829 4880 COMPAGNIE FINANCIERE RICHEMONT AG 978 1391 DAIICHI SANKYO CO LTD 4381 3528 DAIKIN INDUSTRIES LTD USPON 4221 3574 DBS GROUP HOLDINGS LTD 4541 5772 DNB ASA SPON ADR REPSTG 3708 4320 DSV PANALPINA A/S 2679 2898 ENGIE SPON ADR 4592 5662 EPIROC AKTIEBOLAG 6163 5959 ESSILOR LUXOTTICA UPON 5527 7939 GENMAB A/S SPON ADR 6123 5572 GIVAUDAN SA 5500 5816 HDFC BANK LTD ADR 5995 5771 HERMES INTERNATIONAL SCA 2174 4677 HONG KONG EXCHANGES & CLEARING LTD 858 582 IBERDROLA SA SPONSORED ADR 2946 3150 INDUSTRIA DE DISENO TEXTIL 3433 6436 KERING S A ADR 7405 5442 KEYENCE CORP 7186 6104 LOREAL COMPANY ADR 4918 6859 LONDON STOCK EXCHANGE GROUP ADR 9096 10551 LVMH MOET HENNESSY 3999 5198 MERCADOLIBRE INC 5707 6286 NESTLE S A SPON ADR RESPTG 5898 6128 NETLEASE INC SPON 2159 1677 NICE LTD SPON 1551 1397 NIDEC CORP SPON ADR 3761 1321 NITORI HOLDINGS CO LTD 4510 2993 NOKIA CORP SPON 2288 1406 NOVO NORDISK AS ADR 4761 14897 RECKITT BENCKISER PLC 3916 3229 RECRUIT HLDGS CO LTD 4173 3899 RELX PLC SPON ADR 2136 3609 ROYAL KPN N V SPONSORED ADR 3012 3256 SAFRAN S A SPON ADR 8781 11033 SAP SE SPON ADR 9926 12213 SHIN ETSU CHEMICAL CO LTD 4659 6646 SMC CORP 6730 5885 STMICROELECTRONICS N V NY 5097 6316 STRAUMANN HOLDING AG ADR 3326 4670 TAIWAN SEMICONDUCTOR 7170 7696 TENCENT HOLDINGS LTD 6938 3477 TERUMO CORP ADR 2443 1925 TFI INTL INC 2139 5847 TOKYO ELECTRON LTD 3352 4531 TOTAL SE SPON ADR 9791 12533 UNICHARM CORP SPONSORED ADR 2992 2153 ISHARES GOLD TRUST 47052 52495 SERVISFIRST B & C SHARES 16122 12860 REVOLVE GROUP INC CL A 8504 5422 HOLLEY INC 4611 3166 DREAM FINDERS HOMES 4313 8030 SHOPIFY INC 1010 2337 SIKA AG ADR 5468 7015 NIPPON TELEGRAPH & TELEPHONE 4513 4631 MTU AERO ENGINES 2600 2806 FUJITSU LTD ADR 3477 3514 BHP GROUP LTD SPON ADR 1890 2186 DANONE SPON ADR 3046 3238 AMADEUS IT GROUP 5685 7064 BP PLC SPON ADR 4403 4248 CANADIAN NATIONAL RAILWAY COMPANY 3573 4020 CAPGEMINI SE ADR 4224 4813 DASSAULT SYSTEMES S A SPON ADR 2107 2500 HITACHI LTD ADR 10 COM 2774 3180 IMPERIAL BRANDS PLC SPONSORED ADR 3066 3006 ITOCHU CORP ADR 3903 4071 LONZA GROUP AG ADR 4057 2861 MARUBENI CORP ADR 3923 3292 NOMURA RESEARCH INSTITUTE LTD ADR NEW 3250 3515 TDK CORP ADR 3168 3975 UNITED OVERSEAS BK LTD SPONS ADR 6551 6189 ENDAVA PLC ADS REPSTG CL A 8781 12534 NOVANTA INC 5126 5894 ISHARES MBS ETF AT COST 203367 202554 AMERICAN BALANCED #5017 AT COST 42371 45403 AMERICAN CORP BOND AT COST 21950 20853 BOND FUND OF AMERICA AT COST 249434 240647 CAPITAL INCOME BUILDER AT COST 42655 45592 GROWTH FUND OF AMERICA AT COST 38358 40284 INTERMEDIATE BOND FUND OF AMER AT COST 81160 80533 ISHARES TIPS BOND ETF AT COST 17722 18058 ISHARES CORE TOTAL USD AT COST 196875 198884 ISHARES US TREASURY AT COST 17528 18202 ISHARES CORE S & P 500 AT COST 78392 90750 ISHARES MSCI EAFE GROWTH AT COST 6300 7070 PIMCO INVESTMENT GRADE BOND AT COST 56886 60036 JOHN HANCOCK DISCIPLINED VALUE MID AT COST 13480 14427 PIMCO EMGERGING MARKETS LOCAL AT COST 33348 33372 PIMCO EMERGING MARKETS BOND CL AT COST 61587 60111 PIMCO MORTGAGE OPPPTYS AT COST 89294 88517 SMALL CAP WORLD CL AT COST 18876 19716 PIMCO INCOME AT COST 210083 210595 PIMCO TOTAL RETURN AT COST 149072 150264 WASHINGTON MUTUAL INVESTORS CL AT COST 12962 14374 FIDELITY 500 INDEX AT COST 141480 170711 FIDELITY SMALL CAP INDEX INSTL PREMIUM AT COST 21331 23052 FIDELITY MID CAP INDEX INSTL PREMIUM AT COST 13761 15507 FIDELITY GLOBAL EX U S INDEX INSTL PREMIUM AT COST 86884 87959 FIDELITY CONSERVATIVE INCOME BOND INSTL CL AT COST 125206 125445 ISHARES 1-3 YR TREASURY BOND AT COST 131271 132248 ISHARES 0-5 YEAR TIPS BOND AT COST 45029 44070 ISHARES TREASURY FLOATING RATE BOND AT COST 153689 153530 ISHARES CORE MSCI EAFE ETF AT COST 56385 59164 ISHARES CORE S&P SMALL CAP AT COST 40193 44924 ISHARES CORE S & P MID CAP ETF AT COST 25385 29655 ISHARES CORE S & P 500 ETF AT COST 30743 36778 ISHARES CORE U S AGGREGATE BOND ETF AT COST 425141 417247 ISHARES RUSSELL 2000 ETF AT COST 14231 15053 SECTOR FINANCIAL SELECT SECTOR AT COST 13415 14814 SPDR PROTFOLIO INTERMEDIATE TERM CORP BOND AT COST 74358 74623 VANGUARD INFORMATION TECHNOLOGY ETF AT COST 12025 15488 VANGUARD TOTAL STOCK MARKET ETF AT COST 15821 18503 INVESTMENT COMPANY OF AMERICA AT COST 12997 14709 AMERICAN STRATEGIC BOND AT COST 92412 94423 ISHARES CONV BOND ETF AT COST 6333 6602 DFA INVESTMENT GRADE INSTL AT COST 47810 49103 DFA GLOBAL REAL ESTATE SECURITIES INSTL AT COST 7884 8456 DFA INTL CORE EQUITY AT COST 73955 80601 DFA US CORE EUITY II AT COST 126351 142690 DFA US CORE EUITY I AT COST 125184 142078 DFA EMERGING MARKET CORE EQUITY AT COST 29622 31679 DFA GLOBAL CORE PLUS FIXED INCOME AT COST 48204 49771 SECTOR HEALTHCARE SELECT SECTOR SPDR AT COST 41850 43369 SPDR BLOOMBERG 1-10YR TIPS AT COST 43944 43612 SPDR PORTFOLIO S&P 500 GROWTH AT COST 43462 46778 SPDR PORTFOLIO S&P 500 VALUE AT COST 52630 59920 SPDR S&P AEROSPACE & DEFENSE AT COST 19545 22344 ISHARES 20+ YR TREASURY AT COST 39858 42123 ISHARES TECHNOLOGY ETF AT COST 6147 6997 ISHARES MSCI USA QUALITY AT COST 8826 10153 ISHARES HIGH YIELD BOND FACTOR ETF AT COST 9258 9887 ISHARES CORE MSCI EMERGING MARKETS ETF AT COST 6321 6626 ISHARES IBOXX $INVESTMENT GRADE CORP BOND ETF AT COST 32122 34526 ISHARES JPMORGAN USD EMERGING MARKETS BOND ETF AT COST 9610 10064 ISHARES MSCI EAFE VALUE ETF AT COST 12779 13390 ISHARES S&P 100 ETF AT COST 6083 6702 GLOBAL X US PREFERRED ETF AT COST 20851 21437 ISHARES 0-3 MONTH TREASURY BOND ETF AT COST 51568 51439 SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF AT COST 13406 15047 SPDR INTERMEDIATE TERM TREASURY ETF AT COST 181896 183926 VANGUARD RUSSELL 1000 GROWTH INDEX FD ETF SHS AT COST 31668 37684 T ROWE PRICE GROWTH STOCK AT COST 61224 65021 T ROWE PRICE U S HIGH YIELD AT COST 18270 18699 T ROWE PRICE QM U S BOND INDEX AT COST 51831 54003 T ROWE PRICE DIVIDEND GROWTH INVESTOR AT COST 81878 85870 T ROWE PRICE VALUE INVESTOR AT COST 62255 64697 T ROWE PRICE INTEGRATED U S SMALL MID CAP CORE EQUITY INVESTOR AT COST 35249 38072 VANGUARD FTSE DEVELOPED MKTS ETF AT COST 49892 52594 VANGUARD FTSE EMERGING MARKETS ETF AT COST 12773 13111 VANGUARD GROWTH ETF AT COST 38354 42280 VANGUARD INTERMEDIATE TERM BOND ETF AT COST 40333 42085 VANGUARD LONG TERM BOND INDEX ETF AT COST 31602 33710 VANGUARD MORTGAGE BACKED SECURITIES ETF AT COST 35139 36485 VANGUARD SHORT TERM BOND ETF AT COST 67847 69472 VANGUARD SMALL CAP ETF AT COST 13850 15146 VANGUARD TOTAL INTL BOND INDEX ETF AT COST 62409 63878 VANGUARD VALUE ETF AT COST 41552 43206 T ROWE PRICE CAP APPREC INVESTOR CL AT COST 89641 91402 STATE FILING FEES 15 0 0 PENALTY 4070 0 0 LEVERONI FINANCIAL MGMT -INVESTMENT FEES 29724 29724 0 FOREIGN TAXES WITHHELD ON DIVIDENDS 2629 2629 0 TAX ON NET INVESTMENT INCOME 640 0 0