2025-10-16T11:28:59-05:00 2024-12-31 471352305 O'CONNELL & COMPANY LLC 240 GIBRALTAR ROAD SUITE 260 HORSHAM PA 19044 990PF 2024-01-01 923271916 THE BAKER FAMILY FOUNDATION BAKE 4152357807 PO BOX 111348 NAPLES FL 34108 LESLIE B BORIS CHAIRPERSON 4152357807 2025-10-16 1 0 KENNETH M LINE CPA P02058490 2158874425 2025-10-16 2024 2025-03-06 01:10:19Z X 31439534 X 27709452 411 411 606955 606955 693905 2969317 693905 10192 10192 29020915 1311463 15000 0 15000 10500 0 10500 224855 0 224855 17475 17475 0 6398 6398 0 19876 0 19876 51490 42367 9123 345594 66240 279354 573000 573000 918594 66240 852354 28102321 1245223 100 55744 55744 1814341 1814341 0 24118075 24118075 0 5451374 5451374 100 31439534 31439534 0 0 X 0 0 0 0 100 31439534 100 31439534 100 31439534 100 28102321 3477294 31579715 140181 31439534 ISHARES CORE MSCI EAFE ETF 2024-03-23 2024-04-12 69981 71548 -1567 -1567 ISHARES CORE MSCI EAFE ETF 2024-03-23 2024-10-21 249983 245817 4166 4166 ISHARES RUSSELL 1000 ETF 2024-03-23 2024-10-21 199801 180288 19513 19513 VANGUARD SMALL CAP ETF 2024-03-23 2024-10-21 150061 143172 6889 6889 AIR PRODUCTS & CHEM 2024-03-23 2024-10-18 2001175 1471945 529230 529230 REF PARTNERS - SHORT TERM CAPITAL GAINS FROM K-1 D 2024-04-01 2024-12-31 117281 -117281 -117281 REF PARTNERS - LONG TERM CAPITAL GAINS FROM K-1 D 2024-04-01 2024-12-31 149761 149761 149761 RUS PARTNERS - SHORT TERM CAPITAL GAINS FROM K-1 D 2024-04-01 2024-12-31 1148 1148 1148 RUS PARTNERS - LONG TERM CAPITAL GAINS FROM K-1 D 2024-04-01 2024-12-31 420 420 420 GREENHOUSE ONSHORE FUND - SHORT TERM CAPITAL GAINS FROM K-1 D 2024-04-01 2024-12-31 4415 4415 4415 GREENHOUSE ONSHORE FUND - LONG TERM CAPITAL GAINS FROM K-1 D 2024-04-01 2024-12-31 54505 54505 54505 RADCLIFFE DOMESTIC SPAC - SHORT TERM CAPITAL GAINS FROM K-1 D 2024-04-01 2024-12-31 18036 18036 18036 RADCLIFFE DOMESTIC SPAC - LONG TERM CAPITAL GAINS FROM K-1 D 2024-04-01 2024-12-31 45361 -45361 -45361 CAPITAL GAINS DIVIDENDS P 70031 70031 70031 693905 17309 0 17309 0 17309 30893 0 3107 0 34000 568 16123 320 15803 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 1 N/A BECKWITH AND BROWN CORP 7813263039 231 BUSSEY STREET DEDHAM MA 02026 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LESLIE B BORIS PO BOX 111348 NAPLES FL 34108 TRUSTEE - CHAIRPERSON 3.00 3750 0 0 SUSAN B ROYAL PO BOX 111348 NAPLES FL 34108 TRUSTEE - TREASURER 3.00 3750 0 0 CAROLYN J BAKER PO BOX 111348 NAPLES FL 34108 TRUSTEE 3.00 3750 0 0 ELLEN B GHELARDI PO BOX 111348 NAPLES FL 34108 TRUSTEE 3.00 3750 0 0 NONE 0 BOLDLY GO PHILANTHROPY 4011 SOUTH 176TH CIRCLE OMAHA NE 68130 CONSULTING 196323 0 0 24876451 139683 0 25016134 0 0 25016134 375242 24640892 1232045 1232045 17309 1327 18636 1213409 0 1213409 0 1213409 852354 0 852354 1213409 0 0 0 852354 0 0 0 852354 0 0 0 0 0 0 0 0 361055 0 0 0 NONE PO BOX 111348 NAPLES FL 34108 4152357807 NONE FUTURE GRANT APPLICATIONS WILL BE BY INVITATION ONLY NONE NONE ALONZO KING LINES BALLET 26 SEVENTH ST 5TH FL SAN FRANCISCO CA 94103 PC 2025 LINES BALLET SPRING HOME 20000 ARTSQUEST 25 W THIRD STREET SUITE 300 BETHLEHEM PA 18015 PC 2025 ARTSQUEST'S RE-IMAGINE THAT! CAPITAL CAMPAIGN CULTURAL CENTER LAWN 100000 BIG THOUGHT 1409 BOTHAM JEAN BLVD SUITE 1015 DALLAS TX 75215 PC DALLAS CITY OF LEARNING/LEARNING PATHWAYS 30000 BOYS AND GIRLS CLUB OF COLLIER COUNTY 7500 DAVIS BOULEVARD NAPLES FL 34104 PC 2024 SMARTCENTS: EMPOWERING YOUTH WITH FINANCIAL KNOWLEDGE 10000 CCSA FOUNDATION 1500 HIGHLAND AVE CHESTER PA 19013 PC 2024 CCSA PODCASTING PROGRAM 10000 COMMUNITY FOUNDATION OF TAMPA BAY INC 4300 W CYPRESS ST SUITE 700 TAMPA FL 33607 PC RAPID RESPONSE FUND 5000 CRADLE OF LIBERTY COUNCIL BOY SCOUTS OF AMERICA 1485 VALLEY FORGE ROAD WAYNE PA 19087 PC OUTDOOR STEM EDUCATION OPPORTUNITIES FOR UNDER-RESOURCED SCHOOLS THROUGH THE OUTDOOR ADVENTURE LAB 5000 CRADLE OF LIBERTY COUNCIL BOY SCOUTS OF AMERICA 1485 VALLEY FORGE ROAD WAYNE PA 19087 PC 2025 EXPLORING CLUBS 15000 FLORIDA COUNCIL ON ECONOMIC EDUCATION INC 501 S DAKOTA AVE STE 1 TAMPA FL 33606 PC FINANCIAL FREEDOM STUDENT WORKBOOK 10000 FLORIDA REPERTORY COMPANY INC PO BOX 2483 FORT MYERS FL 33902 PC 2024-2025 FLORIDA REP EDUCATION SUPPORT 25000 GIRL SCOUTS OF NORTHEAST TEXAS 6001 SUMMERSIDE DR DALLAS TX 75252 PC 2024-2025 STEM PROGRAMMING FOR GIRLS 25000 GLADWYNE MONTESSORI SCHOOL 920 YOUNGS FORD RD GLADWYNE PA 19035 PC 2024-2025 MAKER SPACE PROGRAM 10000 GOOD SHEPHERD REHABILITATION NETWORK GOOD SHEPHERD PLAZA 850 S 5TH ST ALLENTOWN PA 18103 PC 2025 PEDIATRIC FEEDING PROGRAM 10000 GRACE PLACE FOR CHILDREN AND FAMILIES INC PO BOX 990531 NAPLES FL 34116 PC 2025 ACADEMY OF LEADERS- ELEMENTARY AFTER-SCHOOL PROGRAM 10000 GREATER EASTON DEVELOPMENT PARTNERSHIP 325 NORTHAMPTON ST EASTON PA 180423541 PC 2025 OPERATING SUPPORT FOR FARMING, FOOD AND NUTRITION PROGRAMS 12000 KELLYN FOUNDATION PO BOX 369 336 BUSHKILL STREET TATAMY PA 18085 PC 2025 KELLYN OPERATING SUPPORT 12000 KIDSPEACE NATIONAL CENTERS INC 4085 INDEPENDENCE DR SCHNECKSVILLE PA 180782574 PC 2025 KIDSPEACE ART AND MUSIC PROGRAMS 5000 KORESH DANCE COMPANY 2002 RITTENHOUSE SQ PHILADELPHIA PA 19103 PC KORESH DANCE COMPANY 2025 HOME SEASON 20000 KORESH DANCE COMPANY 2002 RITTENHOUSE SQ PHILADELPHIA PA 19103 PC 2025-2027 KORESH KIDS DANCE 20000 MAIN LINE ART CENTER 746 PANMURE ROAD HAVERFORD PA 19041 PC 2025-2026 OPERATING SUPPORT 15000 NEW HORIZONS OF NORTH TEXAS 300 STATE STREET BOX 93134 SOUTHLAKE TX 76092 PC 2025 NEW HORIZONS OF NORTH TEXAS PROGRAM 18000 NEW HORIZONS OF SOUTHWEST FLORIDA INC PO BOX 111833 NAPLES FL 34108 PC SUPER KIDS CLUB AND SUPER TEENS CLUB 2024-2025 30000 NURTURE NATURE CENTER 518 NORTHAMPTON ST EASTON PA 18042 PC 2025 OPERATING SUPPORT 12000 OUT TEACH 910 S PEARL EXPRESSWAY DALLAS TX 75201 PC 2025 OUT TEACH NORTH TEXAS 20000 PENNSYLVANIA SINFONIA ORCHESTRA 1524 W LINDEN ST ALLENTOWN PA 181024285 PC 2025: INNOVATION THROUGH MUSIC: STUDENT COMPOSITION EDUCATIONAL INITIATIVE 5000 RODALE INSTITUTE 611 SIEGFRIEDALE RD KUTZTOWN PA 19530 PC 2025 OPERATING SUPPORT 12000 SHARE FOOD PROGRAM INC 2901 W HUNTING PARK AVENUE PHILADELPHIA PA 19129 PC 2025 SHARE FOOD PROGRAM YOUTH URBAN AGRICULTURE AND FOOD JUSTICE EDUCATION PROGRAM 10000 ST LUKES HOSPITAL ANDERSON CAMPUS 1110 ST LUKES WAY ALLENTOWN PA 181099153 PC 2025 OPERATING SUPPORT FOR ST. LUKE'S RODALE INSTITUTE ORGANIC FARM 12000 TAMPA BAY PERFORMING ARTS CENTER 1010 NORTH WC MACINNES PLACE TAMPA FL 33602 PC 2025 STRAZ CENTER NGB SPRING BALLET PROJECT 15000 TEXAS BALLET THEATER INC 6845 GREEN OAKS ROAD FORT WORTH TX 76116 PC 2025 TEXAS BALLET THEATER'S COMMUNITY ENRICHMENT PROGRAMS 25000 THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA 4 VANDERBILT PARK DRIVE SUITE 300 ASHEVILLE NC 28803 PC 2024 EMERGENCY AND DISASTER RELIEF FUND 5000 THE FLORIDA ORCHESTRA INC 244 2ND AVE N SUITE 420 ST PETERSBURG FL 33701 PC 2024-2025 YOUTH CONCERTS 15000 THE REDFORD CENTER PO BOX 29144 SAN FRANCISCO CA 94129 PC 2025 NATURE CONNECTION PROGRAM 25000 573000 ALONZO KING LINES BALLET 26 SEVENTH ST 5TH FL SAN FRANCISCO CA 94103 PC 2025 LINES BALLET SPRING HOME SEASON PERFORMANCES 20000 ARTSQUEST 25 W THIRD STREET SUITE 300 BETHLEHEM PA 18015 PC 2025 ARTSQUEST'S RE-IMAGINE THAT! CAPITAL CAMPAIGN CULTURAL CENTER LAWN 200000 KORESH DANCE COMPANY 2002 RITTENHOUSE SQ PHILADELPHIA PA 19103 PC 2025-2027 KORESH KIDS DANCE 40000 MAIN LINE ART CENTER 746 PANMURE ROAD HAVERFORD PA 19041 PC 2025-2026 OPERATING SUPPORT 15000 275000 14 411 14 606955 14 10192 18 693905 0 1311463 0 1311463 0 0 0 0 0 0 0 0 0 0 X X 1 MARITAL TRUST UA DEXTER F BAKER REV TRUST 6037 SUNNYSLOPE DRIVE NAPLES FL 34119 18717542 X 2 RESIDUARY TRUST UA DEXTER F BAKER TRUST AMENDED 11891 6037 SUNNYSLOPE DRIVE NAPLES FL 34119 8991910 X 1 PUBLICLY TRADED SECURITIES AND PARTNERSHIP INTERESTS 18717542 2024-04-01 2 PUBLICLY TRADED SECURITIES AND PARTNERSHIP INTERESTS 8991910 2024-04-01 ACCOUNTING SERVICES 10500 0 10500 FORM 990-PF, PART XI QUALIFYING DISTRIBUTIONS, LINE 4 PURSUANT TO TREASURY REGULATION 53.4942(A)-3(B)(3), THE FOUNDATION WILL, FOR THE FIVE FOLLOWING TAXABLE YEARS, SUBMIT: - A STATEMENT SHOWING THE DISTRIBUTABLE AMOUNTS DETERMINED UNDER IRC 4942(D) FOR ANY PAST TAXABLE YEARS IN THE FOUNDATION'S START-UP AND FULL-PAYMENT PERIODS; AND - A STATEMENT SHOWING THE AGGREGATE AMOUNT OF ACTUAL PAYMENTS MADE IN CASH OR ITS EQUIVALENT FOR PURPOSES DESCRIBED IN IRC 170(C)(1) OR (2)(B) DURING EACH TAXABLE YEAR IN THE FOUNDATION'S START-UP AND FULL-PAYMENT PERIODS.PURSUANT TO TREASURY REGULATION 53.4942(A)-3(B)(4), THE FOUNDATION IS CONSIDERED CREATED DURING THE YEAR ENDED DECEMBER 31, 2024 BECAUSE THIS IS THE YEAR IN WHICH ITS DISTRIBUTABLE AMOUNT UNDER SECTION 4942(D) FIRST EXCEEDED $500. THEREFORE, ITS START-UP PERIOD CONSISTS OF THE FOUR TAXABLE YEARS FOLLOWING THE TAXABLE YEAR IN WHICH THE FOUNDATION WAS CREATED - THE TAXABLE YEARS ENDED DECEMBER 31, 2025, 2026, 2027, AND 2028.PER THE ABOVE REGULATIONS, THE START-UP PERIOD MINIMUM AMOUNT IS THAT AMOUNT THAT THE FOUNDATION MUST DISTRIBUTE IN ITS START-UP PERIOD AND CANNOT BE LESS THAN THE SUM OF: A) 20% OF ITS DISTRIBUTABLE AMOUNT FOR 2025, B) 40% OF ITS DISTRIBUTABLE AMOUNT FOR 2026, C) 60% OF ITS DISTRIBUTABLE AMOUNT FOR 2027, AND D) 80% OF ITS DISTRIBUTABLE AMOUNT FOR 2028.THE ABOVE REQUIREMENT MEANS THAT TOTAL AMOUNT (A, B, C, AND D) MUST BE DISTRIBUTED BY THE END OF THE START-UP PERIOD, AND IS NOT A REQUIREMENT THAT ANY PORTION OF THIS AMOUNT BE DISTRIBUTED IN ANY PARTICULAR YEAR OF THE START-UP PERIOD. IN ADDITION, A DISTRIBUTION MADE DURING THE TAXABLE YEAR IN WHICH IT WAS CREATED MAY BE TREATED AS A DISTRIBUTION MADE DURING THE START-UP PERIOD.THEREFORE, THE TOTAL AMOUNTS DISTRIBUTED DURING THE CURRENT TAX YEAR ENDED DECEMBER 31, 2024 ARE TREATED AS DISTRIBUTIONS BEING MADE DURING THE FOUNDATION'S START-UP PERIOD.ACTUAL CASH PAYMENTS FOR EXEMPT PURPOSES DURING THE STARTUP PERIOD: - 2024 $852,354TOTAL ACTUAL PAYMENTS: $852,354 EQUITIES 17175589 17175589 EQUITY FUNDS 2092387 2092387 EXCHANGE TRADED FUNDS 4850099 4850099 REF PARTNERS FMV 1876742 1876742 RSDF PARTNERS FMV 986547 986547 RUS PARTNERS FMV 677728 677728 RADCLIFFE DOMESTIC SPAC FMV 6045 6045 GREENHOUSE ONSHORE FUND FMV 1904312 1904312 K-1 PARTNERSHIP INCOME ADJUSTMENT 140181 INVESTMENT ADVISORY FEES 10000 10000 0 INSURANCE EXPENSE 1357 0 1357 BANK CHARGES 85 0 85 SOFTWARE & COMPUTER SUPPLIES 699 0 699 INTERNET AND WEBSITE SERVICES 6750 0 6750 POSTAGE EXPENSE 232 0 232 INVESTMENT EXPENSES 32367 32367 0 REF PATNERS - PORTFOLIO INCOME FROM K-1 1010 1010 1010 GREENHOUSE ONSHORE FUND - PORTFOLIO INCOME FROM K-1 9192 9192 9192 RADCLIFFE DOMESTIC SPAC - PORTFOLIO INCOME FROM K-1 -10 -10 -10 UNREALIZED GAINS 3477294 CONSULTING SERVICES 224855 0 224855 DEXTER F BAKER 6037 SUNNYSLOPE DRIVE NAPLES FL 34119 FOREIGN TAXES 6398 6398 0