2025-05-27T16:40:07-05:00 2024-12-31 042536173 LIVINGSTON & HAYNES PC 40 GROVE STREET WELLESLEY MA 024827711 990PF 2024-01-01 043535659 THE BAKER FAMILY FOUNDATION INC BAKE 6178489821 50 BRAINTREE HILL OFFICE PARK 205 BRAINTREE MA 02184 JOHN MARTINSEN PRESIDENT 6178489821 2025-05-21 1 0 WENDI HAYNES P00176030 7812373339 2025-05-20 2024 2025-03-06 01:10:19Z X 6629896 X X 192942 192942 54611 1354614 54611 247553 247553 0 0 0 6500 3250 3250 50387 50387 0 5900 2090 0 30 0 0 62817 55727 3250 175500 175500 238317 55727 178750 9236 191826 404302 248501 248501 671357 653844 750883 5064723 5247273 5630512 6140382 6149618 6629896 0 0 X 6140382 6149618 6140382 6149618 6140382 6149618 6140382 9236 0 6149618 0 6149618 PUBLICLY TRADED SECURITIES P 1307209 1300003 7206 7206 CAPITAL GAINS DIVIDENDS P 47405 47405 47405 54611 2666 0 2666 0 2666 2600 0 2746 0 5346 X 0 2680 2680 0 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 1 2023 1 0 0 0 0 0 0 0 0 0 0 0 0 JOHN MARTINSEN 15 DUNDEE ROAD QUINCY MA 02071 PRESIDENT,CLERK, DIRECTOR 1.00 0 0 0 MARY MCGONAGLE 105 SCHOOL ST WALPOLE MA 02081 TREASURER, DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 6352434 283566 0 6636000 0 0 6636000 99540 6536460 326823 326823 2666 2666 324157 0 324157 0 324157 178750 0 178750 324157 188732 0 0 178750 178750 0 0 0 0 0 0 0 0 0 0 9982 324157 0 0 0 X ALZHEIMER DISEASE RESEARCH 114 16TH ST 2011 CHARLESTOWN MA 02129 N/A PC SUPPORT 10000 BOSTON CHILDRENS HOSPITAL 401 PARK DRIVE BOSTON MA 02215 N/A PC SUPPORT 10000 DANA FARBER CANCER INST 10 BROOKLINE PLACE WEST BROOKLINE MA 02445 N/A PC SUPPORT 10000 FALMOUTH ROAD RACE PO BOX 732 FALMOUTH MA 02541 N/A PC SUPPORT 10000 FRIENDS OF THE BLUE HILLS 695 HILLSIDE ST MILTON MA 02186 N/A PC SUPPORT 10000 HABITAT FOR HUMANITY 322 W LAMAR STREET AMERICUS GA 317093543 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 MILTON ROTARY CLUB PO BOX 66 NORTH QUINCY MA 02171 N/A PC SUPPORT 1000 NATIONAL WILDLIFE FEDERATION 11100 WILDLIFE CENTER DR RESTON VA 20190 N/A PC SUPPORT 1000 NEW ENGLAND WILDLIFE CENTER 500 COLUMBIAN ST SOUTH WEYMOUTH MA 02190 N/A N/A SUPPORT 1000 PAN-MASS CHALLENGE 77 4TH AVE NEDHAM MA 02494 N/A PC SUPPORT 10000 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 02118 N/A PC SUPPORT 1000 RED CROSS 139 MAIN ST CAMBRIDGE MA 02142 N/A PC SUPPORT 10000 SAINT ROCK HAITI FOUNDATION 372 GRANITE AVE SUITE 1 MILTON MA 02186 N/A PC SUPPORT 10000 SALVATION ARMY 440 WEST NYACK ROAD WEST NYACK NY 10994 N/A PC SUPPORT 10000 ST JOHN THE EVANGELIST CHURCH 131 DARTMOUTH ST SUITE 501 BOSTON MA 02116 N/A PC SUPPORT 1000 OUR LADY OF THE VISITATION CHURCH 29 SAINT MARYS RD MILTON MA 02186 N/A PC SUPPORT 1000 STONEHILL COLLEGE 320 WASHINGTON ST EASTON MA 02357 N/A PC SUPPORT 30000 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 WGBH ONE GUEST STREET BOSTON MA 02135 N/A PC SUPPORT 2500 WOODS HOLE OCEANOGRAPHIC INSTITUTE 266 WOODS HOLE ROAD MS 40 WOODS HOLE MA 02543 N/A PC SUPPORT 10000 175500 0 14 192942 18 54611 0 247553 0 247553 0 0 0 0 0 0 0 0 0 0 LIVINGSTON & HAYNES, PC 6500 3250 3250 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 7914 21535 ASPEN TECHNOLOGY 5298 7239 AUTO TRADER GROUP PLC 13290 17179 FACTSET RESEARCH SYSTEMS INC 5665 8165 FOX FACTORY HOLDING CORP 17513 6720 GOOSEHEAD INSURANCE INC CL A 10359 15118 MORNINGSTAR INC 13353 22563 NATIONAL RESEARCH CORP CL A 6975 2505 NCINO INC 17301 13197 NVE CORP NEW 1418 1547 OLLIES BARGAIN OUTLET HOLDINGS INC 9436 11522 OMEGA FLEX INC 8509 3274 PRICESMART INC 2663 3042 RIGHTMOVE PC ADR 13228 12605 RYAN SPECIALITY GROUP HOLDING 6356 13666 SPS COMMERCE INC DELAWARE 5010 9016 US PHYSICAL THERAPY INC 7789 6742 ABB LIMITED SPONSORED ADR ACCT# 1666 5206 10849 ADIDAS AG SPONS 2884 3653 AIA GROUP LTD SPON ADR 9427 5966 AIR LIQUIDE ADR 3692 4418 AIRBUS SE ADR 4570 6652 ANHEUSER BUSCH INBEV SA/NV 6756 5107 ASML HOLDING NV NY REGISTRY 5943 9703 ASTRAZENECA PLC SPONSORED 7723 9500 B&M EUROPEAN VALUE RETAIL SA 1605 1143 BEIGENE LTD SPON ADR 2045 2032 BRITISH AMERN TOBACCO PLC 2920 2978 CARLSBERG AS SPONSORED 4663 2975 DAIICHI SANKYO CO LTD 7005 6113 DAIKIN INDUSTRIES LTD USPON 4408 3177 DBS GROUP HOLDINGS LTD 4492 7938 DNB ASA SPON ADR REPSTG 3708 4040 DSV PANALPINA A/S 4218 5629 ENGIE SPON ADR 4384 5102 EPIROC AKTIEBOLAG 7901 6875 ESSILOR LUXOTTICA UPON 5527 9533 GENMAB A/S SPON ADR 4637 2776 GIVAUDAN SA 5500 6095 HERMES INTERNATIONAL SCA 2174 5259 HONG KONG EXCHANGES & CLEARING LTD 2980 3640 IBERDROLA SA SPONSORED ADR 2946 3308 INDUSTRIA DE DISENO TEXTIL 3433 7500 KEYENCE CORP 7186 5674 LOREAL COMPANY ADR 6843 6337 LONDON STOCK EXCHANGE GROUP ADR 9096 12563 LVMH MOET HENNESSY 6466 6796 NESTLE S A SPON ADR RESPTG 9124 6699 NITORI HOLDINGS CO LTD 3301 1977 NOVO NORDISK AS ADR 4761 12387 RECRUIT HLDGS CO LTD 4173 6524 RELX PLC SPON ADR 5433 7949 ROYAL KPN N V SPONSORED ADR 3012 3427 SAFRAN S A SPON ADR 8781 13625 SAP SE SPON ADR 10387 19204 SHIN ETSU CHEMICAL CO LTD 3763 4295 SMC CORP 6730 4235 STRAUMANN HOLDING AG ADR 2202 2390 TAIWAN SEMICONDUCTOR 5910 12047 TENCENT HOLDINGS LTD 6938 4893 TERUMO CORP ADR 2443 2301 TFI INTL INC 1592 4323 TOKYO ELECTRON LTD 3352 3850 TOTAL SE SPON ADR 9791 10137 UNICHARM CORP SPONSORED ADR 2992 1201 ISHARES GOLD TRUST 6545 6387 SERVISFIRST B & C SHARES 15512 15762 REVOLVE GROUP INC CL A 8504 10951 HOLLEY INC 4611 1963 DREAM FINDERS HOMES 9025 8819 SHOPIFY INC 1010 3190 SIKA AG ADR 5468 5072 MTU AERO ENGINES 2600 4308 FUJITSU LTD ADR 2841 3389 DANONE SPON ADR 3046 3347 AMADEUS IT GROUP 8144 9241 BP PLC SPON ADR 4403 3547 CANADIAN NATIONAL RAILWAY COMPANY 6425 5482 CAPGEMINI SE ADR 7541 6557 HITACHI LTD ADR 10 COM 3899 7023 IMPERIAL BRANDS PLC SPONSORED ADR 3066 4134 ITOCHU CORP ADR 7054 8378 MARUBENI CORP ADR 3923 3157 NOMURA RESEARCH INSTITUTE LTD ADR NEW 4702 4906 TDK CORP ADR 3168 5443 ENDAVA PLC ADS REPSTG CL A 11290 7045 NOVANTA INC 5126 5347 ASHTY ASHTEAD GROUP PLC ADR 4499 3423 BAE SYSTEMS PLC SPON ADR 5397 4859 BHP GROUP LTD SPON ADR C 1890 1563 CHUGAI PHARMACEUTICALS 3088 2834 DEUTSCHE BANK 3739 4007 EVOLUTION AB UNSPON ADR 2298 1921 FERRARI 2977 2974 HOYA CORP SPON ADRR 10 COM 2330 2356 MUNICH RE GROUP ADR 4741 4539 NATIONAL GRID PLC SPON ADR 3833 3387 NATWEST GROUP PLC SPON ADR 4715 5827 NTES NETEASE INC SPON ADR 2159 1606 ROLLS-ROYCE HOLDINGS PLC 4580 7370 SPOTIFY TECHNOLOGY SAC 1372 1342 SUZUKI MOTOR CORP ADR 3522 3602 UNICREDIT SPA ADR NEW 5738 6274 ENERPAC TOOL GROUP CORP CL 13514 13313 ONESTREAM INC CL A C 8054 8242 SMITH DOUGLAS HOME CORP 3307 3179 TRIUMPH FINANCIAL INC 10597 12996 IAU ISHARES GOLD TRUSTC 36491 51391 ISHARES MBS ETF FMV 38247 38964 AMERICAN CORP BOND FMV 12856 13263 BOND FUND OF AMERICA FMV 143580 145586 GROWTH FUND OF AMERICA FMV 71474 77820 INTERMEDIATE BOND FUND OF AMER FMV 26220 26765 ISHARES CORE TOTAL USD FMV 126928 130040 ISHARES CORE S & P 500 FMV 89351 103608 ISHARES MSCI EAFE GROWTH FMV 39563 37376 PIMCO INVESTMENT GRADE BOND FMV 53867 56126 JOHN HANCOCK DISCIPLINED VALUE MID FMV 56661 54455 PIMCO EMERGING MARKETS LOCAL FMV 33099 31096 PIMCO EMERGING MARKETS BOND CL FMV 65628 64578 PIMCO MORTGAGE OPPPTYS FMV 57304 56956 SMALL CAP WORLD CL FMV 31406 32500 PIMCO INCOME FMV 245222 243284 PIMCO TOTAL RETURN FMV 185400 183522 WASHINGTON MUTUAL INVESTORS CL FMV 107978 110213 FIDELITY 500 INDEX FMV 144117 213388 FIDELITY SMALL CAP INDEX INSTL PREMIUM FMV 21593 25746 FIDELITY MID CAP INDEX INSTL PREMIUM FMV 14167 17887 FIDELITY GLOBAL EX U S INDEX INSTL PREMIUM FMV 89512 92629 FIDELITY CONSERVATIVE INCOME BOND INSTL CL FMV 131927 132298 ISHARES 1-3 YR TREASURY BOND FMV 135992 136989 ISHARES 0-5 YEAR TIPS BOND FMV 94133 94262 ISHARES TREASURY FLOATING RATE BOND FMV 104981 105028 ISHARES CORE MSCI EAFE ETF FMV 56385 59105 ISHARES CORE S&P SMALL CAP FMV 51106 59338 ISHARES CORE S & P MID CAP ETF FMV 25385 33336 ISHARES CORE U S AGGREGATE BOND ETF FMV 446586 429461 ISHARES RUSSELL 2000 ETF FMV 14231 16572 SECTOR FINANCIAL SELECT SECTOR FMV 13415 19042 SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND FMV 90080 89926 VANGUARD INFORMATION TECHNOLOGY ETF FMV 12025 19898 VANGUARD TOTAL STOCK MARKET ETF FMV 15821 22605 INVESTMENT COMPANY OF AMERICA FMV 74379 77294 AMERICAN STRATEGIC BOND FMV 65464 65745 DFA INVESTMENT GRADE INSTL FMV 49662 49992 DFA GLOBAL REAL ESTATE SECURITIES INSTL FMV 8199 8620 DFA INTL CORE EQUITY FMV 73882 80613 DFA US CORE EUITY II FMV 128309 171610 DFA US CORE EUITY I FMV 121452 164449 DFA EMERGING MARKET CORE EQUITY FMV 30762 33998 DFA GLOBAL CORE PLUS FIXED INCOME FMV 50406 51548 SECTOR HEALTHCARE SELECT SECTOR SPDR FMV 28057 29440 SPDR PORTFOLIO S&P 500 GROWTH FMV 45901 66101 SPDR PORTFOLIO S&P 500 VALUE FMV 57019 70318 SPDR S&P AEROSPACE & DEFENSE FMV 19545 27360 ISHARES 20+ YR TREASURY FMV 16362 15807 ISHARES TECHNOLOGY ETF FMV 13658 16271 ISHARES CORE MSCI EMERGING MARKETS ETF FMV 19178 17855 ISHARES JPMORGAN USD EMERGING MARKETS BOND ETF FMV 5954 6322 ISHARES MSCI EAFE VALUE ETF FMV 39080 37306 GLOBAL X US PREFERRED ETF FMV 14473 14964 ISHARES 0-3 MONTH TREASURY BOND ETF FMV 29343 29293 SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF FMV 13406 17392 SPDR INTERMEDIATE TERM TREASURY ETF FMV 192033 189612 VANGUARD RUSSELL 1000 GROWTH INDEX FD ETF SHS FMV 19853 30887 T ROWE PRICE GROWTH STOCK FMV 62124 78739 T ROWE PRICE U S HIGH YIELD FMV 19705 20253 T ROWE PRICE QM U S BOND INDEX FMV 54021 54830 T ROWE PRICE DIVIDEND GROWTH INVESTOR FMV 86252 97459 T ROWE PRICE VALUE INVESTOR FMV 68099 74416 T ROWE PRICE INTEGRATED U S SMALL MID CAP CORE EQUITY INVESTOR FMV 37956 44318 VANGUARD FTSE DEVELOPED MKTS ETF FMV 45212 47581 VANGUARD FTSE EMERGING MARKETS ETF FMV 12773 14049 VANGUARD GROWTH ETF FMV 38354 55820 VANGUARD INTERMEDIATE TERM BOND ETF FMV 43156 44016 VANGUARD LONG TERM BOND INDEX ETF FMV 36056 35378 VANGUARD MORTGAGE BACKED SECURITIES ETF FMV 37305 37859 VANGUARD SHORT TERM BOND ETF FMV 72294 74102 VANGUARD SMALL CAP ETF FMV 13850 17060 VANGUARD TOTAL INTL BOND INDEX ETF FMV 66117 67199 VANGUARD VALUE ETF FMV 41552 48928 T ROWE PRICE CAP APPREC INVESTOR CL FMV 99324 102998 AMRFX AMERICAN MUTUAL CL F2 R FMV 13497 13823 BLACKROCK ISHARES U S FMV 37482 42128 EUROPACIFIC GROWTH CL F2 FMV 34189 30813 HARBOR SMALL CAP VALUE FMV 12808 13671 ISHARES MSCI USA QUALITY FMV 43412 45410 ISHARES CORE MSCI EMERGING FMV 9698 9347 ISHARES S&P 500 GROWTH ETF FMV 47651 53100 ISHARES S&P 500 VALUE ETF FMV 27125 28250 ISHARES TRUST US FMV 6401 6758 BLACKROCK ISHARES FLEXIBLE FMV 22981 22785 ISHARES MSCI USA MOMENTUM FMV 13424 13036 IVV ISHARES CORE S&P 500 ETF FMV 35881 51215 MBB ISHARES MBS ETF FMV 145957 138712 STATE FILING FEES 15 0 0 FEDEX 15 0 0 LEVERONI FINANCIAL MGMT -INVESTMENT FEES 50387 50387 0 FOREIGN TAXES WITHHELD ON DIVIDENDS 2090 2090 0 TAX ON NET INVESTMENT INCOME 3810 0 0