2026-09-22T09:45:54-05:00 2025-12-31 471352305 O'CONNELL & COMPANY LLC 240 GIBRALTAR ROAD SUITE 260 HORSHAM PA 19044 990PF 2025-01-01 923271916 THE BAKER FAMILY FOUNDATION BAKE 4152357807 PO BOX 111348 NAPLES FL 34108 LESLIE B BORIS CHAIRPERSON 4152357807 2026-09-22 1 KENNETH M LINE CPA P02058490 2158874425 2026-09-22 2025 X 31556471 X 2003124 30 30 892792 877439 785917 935369 785917 10272 10272 3692135 1673658 28750 0 28750 8724 0 8724 18500 0 18500 150190 0 150190 27959 27959 0 64559 9993 0 13378 0 13378 135385 117165 18220 447445 155117 237762 940000 940000 1387445 155117 1177762 2304690 1518541 55744 38708 38708 1814341 559700 559700 20000 20000 20000 24118075 25261912 25261912 5451374 5676151 5676151 31439534 31556471 31556471 0 0 X 0 0 0 0 31439534 31556471 31439534 31556471 31439534 31556471 31439534 2304690 0 33744224 2187753 31556471 REF PARTNERS - SHORT TERM CAPITAL GAINS FROM K-1 D 2024-04-01 2025-12-31 149452 -149452 -149452 REF PARTNERS - LONG TERM CAPITAL GAINS FROM K-1 D 2024-04-01 2025-12-31 658032 658032 658032 RUS PARTNERS - SHORT TERM CAPITAL GAINS FROM K-1 D 2024-04-01 2025-12-31 1788 1788 1788 RUS PARTNERS - LONG TERM CAPITAL GAINS FROM K-1 D 2024-04-01 2025-12-31 2704 2704 2704 GREENHOUSE ONSHORE FUND - SHORT TERM CAPITAL GAINS FROM K-1 D 2024-04-01 2025-12-31 5906 5906 5906 GREENHOUSE ONSHORE FUND - LONG TERM CAPITAL GAINS FROM K-1 D 2024-04-01 2025-12-31 97392 97392 97392 RADCLIFFE DOMESTIC SPAC - SHORT TERM CAPITAL GAINS FROM K-1 D 2024-04-01 2025-12-31 3907 3907 3907 RADCLIFFE DOMESTIC SPAC - LONG TERM CAPITAL GAINS FROM K-1 D 2024-04-01 2025-12-31 32802 32802 32802 RSDF PARTNERS - SHORT TERM CAPITAL GAINS FROM K-1 D 2024-04-01 2025-12-31 6357 6357 6357 RSDF PARTNERS - LONG TERM CAPITAL GAINS FROM K-1 D 2024-04-01 2025-12-31 8444 8444 8444 CAPITAL GAINS DIVIDENDS P 118037 118037 118037 785917 21108 0 21108 0 21108 17320 0 9000 0 26320 0 5212 5212 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 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 6.00 5000 0 0 SUSAN B ROYAL PO BOX 111348 NAPLES FL 34108 TRUSTEE - TREASURER 6.00 5000 0 0 CAROLYN J BAKER PO BOX 111348 NAPLES FL 34108 TRUSTEE 3.00 5000 0 0 ELLEN B GHELARDI PO BOX 111348 NAPLES FL 34108 TRUSTEE 3.00 5000 0 0 KATHARINE BORIS PO BOX 111348 NAPLES FL 34108 TRUSTEE 3.00 5000 0 0 BRITTANY KILLAM 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 189523 0 0 30292214 1716901 0 32009115 0 0 32009115 480137 31528978 1576449 1576449 21108 3323 24431 1552018 0 1552018 0 1552018 1177762 0 1177762 1552018 361055 0 0 1177762 361055 0 0 816707 0 0 0 0 0 0 0 0 735311 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 SEASON PERFORMANCES 20000 ARTSQUEST 25 W THIRD STREET SUITE 300 BETHLEHEM PA 18015 PC 2025 ARTSQUESTS RE-IMAGINE THAT! CAPITAL CAMPAIGN CULTURAL CENTER LAWN 100000 BIG THOUGHT 1409 BOTHAM JEAN BLVD SUITE 1015 DALLAS TX 75215 PC 2025 OPERATING SUPPORT 20000 BOYS AND GIRLS CLUB OF COLLIER COUNTY 7500 DAVIS BOULEVARD NAPLES FL 34104 PC 2025 SMARTCENTS: EMPOWERING YOUTH WITH FINANCIAL KNOWLEDGE 10000 BRYN MAWR FILM INSTITUTE 824 LANCASTER AVE PO BOX 1058 BRYN MAWR PA 19010 PC 2026 ON FILM 5000 CALIFORNIA FILM INSTITUTE 1001 LOOTENS PLACE SUITE 220 SAN RAFAEL CA 94901 PC 2026 CAFILM EDUCATION AND CAFILM CLUB 30000 CCSA FOUNDATION 1500 HIGHLAND AVE CHESTER PA 19013 PC CCSAS CAREER READINESS PROGRAM (CRP) 10000 COLOR ME EMPOWERED 2101 W CLARENDON DRIVE DALLAS TX 75208 PC 2025 OPERATING SUPPORT 10000 COMMUNITIES IN SCHOOLS OF THE DALLAS REGION 1341 W MOCKINGBIRD LANE SUITE 1000E DALLAS TX 75247 PC 2025-2026 EMPOWERING STUDENTS TODAY, BUILDING STRONGER COMMUNITIES TOMORROW 15000 CRADLE OF LIBERTY COUNCIL BOY SCOUTS OF AMERICA 901 EAST 8THAVENUE SUITE 103 KING OF PRUSSIA PA 19406 PC 2026-2027 EXPLORING CLUBS 15000 CREATIVE ARTS ALLIANCE DBA GENESIS CHILDRENS THEATRE 2212 ST NICHOLAS COURT PLANO TX 75075 PC 2026 STUDENT/STAFF PERFORMANCE 3000 DANCE FILM SF INC 601 VAN NESS AVENUE SUITE E426 SAN FRANCISCO CA 94102 PC 2026 CO-LAB FILM WHEN I RISE & YOUTH EDUCATION PILOT 15000 DMF YOUTH 308 W 104TH ST SUITE 6D NEW YORK NY 10025 PC 2025-2026 OPERATING SUPPORT 20000 ENRICHING LIVES THROUGH MUSIC 2960 KERNER BLVD SAN RAFAEL CA 94901 PC 2025-26 MUSIC EDUCATION FOR FIRST-GENERATION IMMIGRANT YOUTH 15000 FLORIDA COUNCIL ON ECONOMIC EDUCATION INC 501 S DAKOTA AVE STE 1 TAMPA FL 33606 PC 2026 FINANCIAL FREEDOM STUDENT WORKBOOK AND 2026 INVESTED 20000 FLORIDA REPERTORY COMPANY INC PO BOX 2483 FORT MEYERS FL 33606 PC FLORIDA REP EDUCATION PROGRAMMING SUPPORT 2025-26 30000 GIRL SCOUTS OF NORTHEAST TEXAS 6001 SUMMERSIDE DRIVE FORT MEYERS FL 33902 PC 2025 DREAMLAB OPERATING SUPPORT 25000 GLADWYNE MONTESSORI SCHOOL 920 YOUNGS FORD RD GLADWYNE PA 19035 PC 2025/2026 GROWING THROUGH THEATRE: A PERFORMING ARTS RESIDENCY FOR GLADWYNE MONTESSORI 15000 GOOD SHEPHERD REHABILITATION NETWORK GOOD SHEPHERD PLAZA 850 S 5TH ST ALLENTOWN PA 18103 PC FY2026 RECREATIONAL ART THERAPY PROGRAM AT GOOD SHEPHERD INPATIENT PEDIATRIC HOSPITAL 10000 GRACE PLACE FOR CHILDREN AND FAMILIES INC PO BOX 990531 NAPLES FL 34116 PC 2025 ACADEMY OF LEADERS 10000 GULFSHORE PLAYHOUSE 2640 GOLDEN GATE PRKWY STE 211 NAPLES FL 34105 PC 2025-2026 GULFSHORE PLAYHOUSE CONSERVATORY -STORY EXPLORERS 10000 HARVEST HOME FARMER'S MARKET 8 WEST 126TH STREET NEW YORK NY 10027 PC EATING FOR GOOD HEALTH PROGRAM 15000 HILLSBOROUGH EDUCATION FOUNDATION 2306 N HOWARD AVE TAMPA FL 33607 PC ELEVATING STUDENT ACHIEVEMENT AND EDUCATOR PROFESSIONAL LEARNING THROUGH THE ARTS 20000 KELLER ISD CTE BOOSTER CLUB 201 BURSEY ROAD KELLER TX 76248 PC 2025 ANIMATION COURSE, 2026 ROBOTICS COMPETITIONS 12000 KORESH DANCE COMPANY 2002 RITTENHOUSE SQ PHILADELPHIA PA 19103 PC 2026 BAKER FUND FOR DANCER ADVANCEMENT AND PROFESSIONAL GROWTH 5000 KORESH DANCE COMPANY 2002 RITTENHOUSE SQ PHILADELPHIA PA 19103 PC 2025-2027 KORESH KIDS DANCE 20000 KQED INC 2601 MARIPOSA STREET SAN FRANCISCO CA 94110 PC ENRICHING OUTDOOR EDUCATION THROUGH YOUTH MEDIA CREATION 15000 MAIN LINE ART CENTER 746 PANMURE ROAD HAVERFORD PA 19041 PC 2025-2026 OPERATING SUPPORT 15000 MAIN LINE ART CENTER 746 PANMURE ROAD HAVERFORD PA 19041 PC 2026 ACCESSIBLE ART PROGRAM 20000 MARIN MUSEUM OF CONTEMPORARY ART 1210 5TH AVE SAN RAFAEL CA 94901 PC 2026 YOUTH EDUCATIONAL PROGRAMS: TEEN LEADERSHIP COUNCIL AND NUSD ART ENRICHMENT PROGRAM 10000 NAPLES DANCE ENSEMBLE CORP 1100 COMMERCIAL BLVD SUITE 111 NAPLES FL 34104 PC 2025/26 NAPLES DANCE ENSEMBLE TUITION & PERFORMANCE ASSISTANCE FUND 5000 NEW HORIZONS OF NORTH TEXAS 300 STATE STREET BOX 93134 SOUTHLAKE TX 76092 PC 2025 OPERATING SUPPORT 20000 NEW HORIZONS OF SOUTHWEST FLORIDA INC PO BOX 111833 NAPLES FL 34108 PC SUPER KIDS CLUB AND SUPER TEENS CLUB 2025-2026 40000 NEW TAMPA PLAYERS INC 18210 SALTWATER RUN PLACE TAMPA FL 33647 PC 2025-2026: PENGUIN PROJECT: LITTLE MERMAID JR. 5000 OUT TEACH 910 S PEARL EXPRESSWAY DALLAS TX 75201 PC 2025-2026 OPERATING SUPPORT 25000 OUTLOUD DALLAS 3137 IRVING BLVD SUITE 313 DALLAS TX 75247 PC 2026 OPERATING SUPPORT 10000 PEGASUS MEDIA PROJECT 2904 FLOYD STREET SUITE C DALLAS TX 75204 PC 2025-2026 PORTABLE FILM PROGRAM FOR YOUTH 10000 SHARE FOOD PROGRAM INC 2901 W HUNTING PARK AVENUE PHILADELPHIA PA 19129 PC 2026 OPERATING SUPPORT 20000 STOMPING GROUND COMEDY THEATER & TRAINING CENTER 1350 MANUFACTURING ST 109 DALLAS TX 75207 PC 2026/2027 SCHOOL YEAR YOUTH IMPROV 5000 TAMPA BAY PERFORMING ARTS CENTER 1010 NORTH WC MACINNES PLACE TAMPA FL 33602 PC 2026 SPRING BALLET - COPPELIA 15000 TEXAS BALLET THEATER INC 6845 GREEN OAKS ROAD FORT WORTH TX 76116 PC 2026 TEXAS BALLET THEATER'S COMMUNITY ENRICHMENT PROGRAMS 20000 THE BAUM SCHOOL OF ART 510 W LINDEN STREET ALLENTOWN PA 18101 PC 2025 CENTENNIAL EXPANSION AND RENOVATION PROJECT 100000 THE FLORIDA ORCHESTRA INC 244 2ND AVE N SUITE 420 ST PETERSBURG FL 33701 PC 2025-2026 ECI PROGRAM OPERATING SUPPORT 25000 THE IMMOKALEE FOUNDATION INC 2375 TAMIAMI TRAIL N SUITE 308 NAPLES FL 34142 PC 2025 CAREER PATHWAYS MIDDLE SCHOOL PROGRAM 25000 THE REDFORD CENTER PO BOX 29144 SAN FRANCISCO CA 94129 PC 202627 FILM & FILMMAKER SUPPORT 25000 TOUCHSTONE THEATRE 321 EAST 4TH STREET BETHLEHEM PA 18015 PC BUILDING BRIDGES ARTS EDUCATION PROGRAM 10000 TRANSITION RESOURCE ACTION CENTER 3108 LIVE OAK ST DALLAS TX 75204 PC 2025 OPERATING SUPPORT 10000 UNITED ARTS COUNCIL OF GREATER GREENSBORO INC DBA THE ARTS COUNCIL OF GREA 200 NORTH DAVIE STREET SUITE 201 GREENSBORO NC 27401 PC ARTIST IN RESIDENCE PILOT PROGRAM YEAR TWO 10000 WELLNESS IN THE SCHOOLS 31 W 125TH ST / 5TH FL NEW YORK NY 10027 PC 20252026 OPERATING SUPPORT 10000 YOUNG AUDIENCES OF EASTERN PA 1315 WALNUT STREET SUITE 320 PHILADELPHIA PA 19107 PC 2025-2026 ARTS IMPACT INITIATIVE 10000 940000 KORESH DANCE COMPANY 2002 RITTENHOUSE SQ PHILADELPHIA PA 19103 PC 2025-2027 KORESH KIDS DANCE 20000 ARTSQUEST 25 W THIRD STREET SUITE 300 BETHLEHEM PA 18015 PC 2025 ARTSQUEST'S RE-IMAGINE THAT! CAPITAL CAMPAIGN CULTURAL CENTER LAWN 100000 THE BAUM SCHOOL OF ART 510 W LINDEN STREET ALLENTOWN PA 18101 PC 2025 CENTENNIAL EXPANSION AND RENOVATION PROJECT 200000 CRADLE OF LIBERTY COUNCIL BOY SCOUTS OF AMERICA 901 EAST 8THAVENUE SUITE 103 KING OF PRUSSIA PA 19406 PC 2026-2027 EXPLORING CLUBS 15000 OUT TEACH 910 S PEARL EXPRESSWAY DALLAS TX 75201 PC 2025-2026 OPERATING SUPPORT 25000 GLADWYNE MONTESSORI SCHOOL 920 YOUNGS FORD RD GLADWYNE PA 19035 PC 2025/2026 GROWING THROUGH THEATRE: A PERFORMING ARTS RESIDENCY FOR GLADWYNE MONTESSORI 15000 THE REDFORD CENTER PO BOX 29144 SAN FRANCISCO CA 94129 PC 202627 FILM & FILMMAKER SUPPORT 25000 ENRICHING LIVES THROUGH MUSIC 2960 KERNER BLVD SAN RAFAEL CA 94901 PC 2025-26 MUSIC EDUCATION FOR FIRST-GENERATION IMMIGRANT YOUTH 15000 415000 14 30 14 892792 14 10272 18 785917 0 1689011 0 1689011 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 1837306 X 2 RESIDUARY TRUST UA DEXTER F BAKER TRUST AMENDED 11891 6037 SUNNYSLOPE DRIVE NAPLES FL 34119 165818 X 1 20,981.000 SHS IEFA 1837306 2025-11-17 2 1,895.0603 SHS IEFA 165818 2025-11-17 ACCOUNTING SERVICES 18500 0 18500 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 $852,354 - 2025 - $1,177,762 TOTAL ACTUAL PAYMENTS: $2,030,116 EQUITIES 14449188 14449188 EQUITY FUNDS 2860193 2860193 EXCHANGE TRADED FUNDS 7952531 7952531 REF PARTNERS FMV 1934292 1934292 RSDF PARTNERS FMV 1056496 1056496 RUS PARTNERS FMV 722596 722596 RADCLIFFE DOMESTIC SPAC FMV 4718 4718 GREENHOUSE ONSHORE FUND FMV 1958049 1958049 LEGAL SERVICES 8724 0 8724 UNREALIZED LOSSES 1441920 K-1 PARTNERSHIP INCOME ADJUSTMENT 745833 INVESTMENT ADVISORY FEES 20000 20000 0 INSURANCE EXPENSE 1357 0 1357 SOFTWARE & COMPUTER SUPPLIES 949 0 949 INTERNET AND WEBSITE SERVICES 14170 0 14170 POSTAGE EXPENSE 244 0 244 INVESTMENT EXPENSES 46398 46398 0 DUES AND SUBSCRIPTIONS 1500 0 1500 K-1 PARTNERSHIP LOSSES 50767 50767 0 REF PATNERS - PORTFOLIO INCOME FROM K-1 10272 10272 10272 CONSULTING SERVICES 150190 0 150190 FOREIGN TAXES 9993 9993 0 EXCISE TAXES 51000 0 0 UNRELATED BUSINESS INCOME TAXES 3566 0 0