2024-11-15T08:28:55-06:00 2023-12-31 BDO USA ONE INTERNATIONAL PLACE BOSTON MA 02110 990PF 2023-01-01 046628772 The Baker Family Trust % JON M BAKER BAKE 7812373331 888 Worcester Street Ste 130 Wellesley MA 02482 Jon Baker trustee 7812373331 2024-05-15 true true P01273880 6174220700 2023 2024-10-15 13:58:12Z X 12843250 X 4096954 16833 16833 48955 3011823 48955 4162742 65788 0 80823 80823 162970 162970 43639 35 287467 243793 0 3172200 3172200 3459667 243793 3172200 703075 0 6806885 5411123 12843250 6806885 5411123 12843250 3304601 2971165 3304601 2971165 X 3502284 2439958 3502284 2439958 6806885 5411123 3502284 703075 4205359 1765401 2439958 UBS 87024 958723 -958723 -958723 UBS 87024 3011823 2004145 1007678 1007678 48955 0 0 0 36000 0 36000 36000 36000 false false false false false false false true true MA true false false false false true N/A JON M BAKER 7812373331 888 WORCESTER STREET STE 130 WELLESLEY MA 02482 false false false false false false false false false false false false false false false false false false false false JON M BAKER 888 Worcester Street Ste 130 Wellesley MA 02482 TRUSTEE 0 0 0 0 PATRICIA C BAKER 888 Worcester Street Ste 130 Wellesley MA 02482 TRUSTEE 0 0 0 0 N/A 0 25348 11419006 11444354 0 11444354 171665 11272689 563634 563634 0 0 563634 563634 563634 3172200 0 0 0 0 3172200 563634 0 2021 2020 2019 0 1629350 540388 2315327 2192391 2692242 9369698 3172200 0 563634 2608566 11978264 0 0 0 0 1629350 10348914 540388 2315327 2192391 2692242 2608566 JON M BAKER PATRICIA C BAKER NONE X Heritage Museums & Gardens 67 Grove Street Sandwich MA 02563 NONE PC UNRESTRICTED GIFT 50000 Blue & Gold Annual Fund Advancement Office St Paul II Scho Hyannis MA 02601 NONE PC UNRESTRICTED GIFT 5000 HOUSING ASSISTANCE CORP 460 West Main Street Hyannis MA 02601 NONE PC UNRESTRICTED GIFT 2500 CROSSROADS 119 Myrtle Street Duxbury MA 02332 NONE PC UNRESTRICTED GIFT 5000 THE SOCIETY FOR THE FOUR ARTS 2 FOUR ARTS PLAZA PALm BEACH FL 33480 NONE PC UNRESTRICTED GIFT 12300 Georgetown University 37 O Street - 6th fl NW Washington DC 20007 NONE PC UNRESTRICTED GIFT 2500000 Cape Cod Healthcare PO Box 370 - 297 North St Hyannis MA 02601 NONE PC UNRESTRICTED GIFT 10000 Mass General Hospital 125 Nashua Street Suite 540 Boston MA 02114 none PC UNRESTRICTED GIFT 500000 Esplanade Association 575 Boylston Street Suite 4R Boston MA 02116 none PC UNRESTRICTED GIFT 10000 Oyster Harbors Club Employee Scholarship Fund 2067 Oyster Harbors Osterville MA 02655 none PC UNRESTRICTED GIFT 10000 Trinity Washington University 125 Michigan Ave NE Washington DC 20017 none PC UNRESTRICTED GIFT 50000 Palm Beach Hospice 5300 East Ave West Palm Beach FL 33407 none PC UNRESTRICTED GIFT 2400 Reach Beyond Domestic Violence PO Box 540024 Waltham MA 02454 none PC UNRESTRICTED GIFT 5000 The Joey Fund co The Cystic Fibrosis Foundation 220 North Main Street suite 104 Natick MA 01760 none PC UNRESTRICTED GIFT 10000 3172200 14 16833 18 48955 65788 65788 false false false false false false false false false false X X 1 Jon M Baker 888 Worcester Street Ste 130 Wellesley MA 02482 1837680 X X 2 Jon M Baker 888 Worcester Street Ste 130 Wellesley MA 02482 346626 X X 3 Jon M Baker 888 Worcester Street Ste 130 Wellesley MA 02482 761372 X X 4 Jon M Baker 888 Worcester Street Ste 130 Wellesley MA 02482 1151276 X X 1 8,000 shares of Nvidia Corp 1837680 2023-02-14 2 200 shares of Nucor Corp 3,000 shares of Wynn Resorts 346626 2023-06-22 3 1,800 shares of Nucor Corp 5,000 shares of Raytheon Technologies 761372 2023-06-23 4 2,800 shares of Nvidia Corp 1151276 2023-06-28 UNREALIZED GAINS/(LOSS) 1765401 STATE FILING FEES 35 MARGIN LOAN 3304601 2971165 ADVISORY FEES 80823 80823 TAXES 43639