Nonprofit · EIN 04-3466194
BAKER ROOT FAMILY FOUNDATION INC
Tax-exempt · NEEDHAM, MA 02492
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $151,309 | $37,551 | $113,758 | $651,891 | $0 | $651,891 |
| December 31, 2024 | 990-PF | $33,046 | $31,860 | $1,186 | $538,131 | $0 | $538,131 |
| December 31, 2023 | 990-PF | $21,241 | $28,071 | -$6,830 | $536,946 | $0 | $536,946 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $23,553
- Interest
- $32
- Net gain from sales of assets
- $127,724
Expenses
- Grants and similar amounts paid
- $36,595
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $36,595
- Excise tax on investment income
- $2,090
Balance sheet and other
- Total assets, start of year
- $538,131
- Total assets, end of year
- $651,891
- Total liabilities, end of year
- $0
- Net assets, end of year
- $651,891
- Fair market value of assets
- $714,467
- Qualifying distributions
- $36,595
- Net investment income
- $151,309
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Christine B Root 865 Central Ave Apt C406, Needham, MA 024921369 | President | 1 | $0 |
| David J Root 865 Central Ave Apt C406, Needham, MA 024921369 | Treasurer | 2 | $0 |
| Matthew A Root 139 Belknap St, Concord, MA 017422301 | Vice President | 1 | $0 |
| Ian A Root 865 Central Ave Apt C406, Needham, MA 024921369 | Clerk | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Christine B Root 865 Central Ave Apt C406, Needham, MA 024921369 | President | 1 | $0 |
| David J Root 865 Central Ave Apt C406, Needham, MA 024921369 | Treasurer | 2 | $0 |
| Matthew A Root 139 Belknap St, Concord, MA 017422301 | Vice President | 1 | $0 |
| Ian A Root 385 14th St, Appt 1006, Oakland, MA 946123859 | Clerk | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Christine B Root 52 W Cedar St, Boston, MA 021143302 | President | 1 | $0 |
| David J Root 52 W Cedar St, Boston, MA 021143302 | Treasurer | 2 | $0 |
| Matthew A Root 139 Belknap St, Concord, MA 017422301 | Vice President | 1 | $0 |
| Ian A Root 385 14th St, Appt 1006, Oakland, CA 946123859 | Clerk | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 865 CENTRAL AVE APT C406, NEEDHAM, MA 02492-1369
- In care of
- % DAVID ROOT
- Signed the 990-PF
- David Root, Treasurer
- Phone
- (617) 834-5975
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3466194
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $651,891
- Income (IRS master file)
- $670,526
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $151,309 | $37,551 | $651,891 | XML |
| 990-PF | December 2024 | $33,046 | $31,860 | $538,131 | XML |
| 990-PF | December 2023 | $21,241 | $28,071 | $536,946 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3466194).
Questions about BAKER ROOT FAMILY FOUNDATION INC
- What is the EIN of BAKER ROOT FAMILY FOUNDATION INC?
- The employer identification number (EIN) of BAKER ROOT FAMILY FOUNDATION INC is 04-3466194.
- Is BAKER ROOT FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to BAKER ROOT FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BAKER ROOT FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BAKER ROOT FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BAKER ROOT FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BAKER ROOT FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does BAKER ROOT FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $151,309, expenses of $37,551 and total assets of $651,891 at year end.
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