Skip to main content

Nonprofit · EIN 92-3271916

BAKER FAMILY FOUNDATION

Tax-exempt · NAPLES, FL 34108

Financials

$100$02023$29M$919K2024$3.7M$1.4M2025
Revenue Expenses · by fiscal year end
Financials of BAKER FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,692,135$1,387,445$2,304,690$31,556,471$0$31,556,471
December 31, 2024990-PF$29,020,915$918,594$28,102,321$31,439,534$0$31,439,534
December 31, 2023990-PF$100$0$100$100$0$100
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,003,124
Dividends
$892,792
Interest
$30
Net gain from sales of assets
$785,917
Other income
$10,272

Expenses

Grants and similar amounts paid
$940,000
Compensation of officers, directors and key employees
$28,750
Disbursements for charitable purposes
$1,177,762
Excise tax on investment income
$21,108

Balance sheet and other

Total assets, start of year
$31,439,534
Total assets, end of year
$31,556,471
Total liabilities, end of year
$0
Net assets, end of year
$31,556,471
Fair market value of assets
$31,556,471
Qualifying distributions
$1,177,762
Net investment income
$1,673,658

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.

NameTitleHours / weekCompensation
LESLIE B BORIS
PO BOX 111348, NAPLES, FL 34108
TRUSTEE - CHAIRPERSON6$5,000
SUSAN B ROYAL
PO BOX 111348, NAPLES, FL 34108
TRUSTEE - TREASURER6$5,000
CAROLYN J BAKER
PO BOX 111348, NAPLES, FL 34108
TRUSTEE3$5,000
ELLEN B GHELARDI
PO BOX 111348, NAPLES, FL 34108
TRUSTEE3$5,000
KATHARINE BORIS
PO BOX 111348, NAPLES, FL 34108
TRUSTEE3$5,000
BRITTANY KILLAM
PO BOX 111348, NAPLES, FL 34108
TRUSTEE3$3,750
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
LESLIE B BORIS
PO BOX 111348, NAPLES, FL 34108
TRUSTEE - CHAIRPERSON3$3,750
SUSAN B ROYAL
PO BOX 111348, NAPLES, FL 34108
TRUSTEE - TREASURER3$3,750
CAROLYN J BAKER
PO BOX 111348, NAPLES, FL 34108
TRUSTEE3$3,750
ELLEN B GHELARDI
PO BOX 111348, NAPLES, FL 34108
TRUSTEE3$3,750
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
LESLIE B BORIS
PO BOX 111348, NAPLES, FL 341080123
TRUSTEE - CHAIRPERSON3$0
SUSAN B ROYAL
PO BOX 111348, NAPLES, FL 341080123
TRUSTEE - TREASURER3$0
CAROLYN J BAKER
PO BOX 111348, NAPLES, FL 341080123
TRUSTEE3$0
ELLEN B GHELARDI
PO BOX 111348, NAPLES, FL 341080123
TRUSTEE3$0

Address and contacts

Address (IRS master file)
PO BOX 111348, NAPLES, FL 34108-0123
In care of
% BECKWITH AND BROWN CORP
Signed the 990-PF
LESLIE B BORIS, CHAIRPERSON
Phone
(415) 235-7807
Return prepared by
O'CONNELL & COMPANY LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
92-3271916
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
2024
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$31,556,471
Income (IRS master file)
$3,841,587

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,692,135$1,387,445$31,556,471XML
990-TDecember 2025–––IRS
990-PFDecember 2024$29,020,915$918,594$31,439,534XML
990-PFDecember 2023$100$0$100XML

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 92-3271916).

Questions about BAKER FAMILY FOUNDATION

What is the EIN of BAKER FAMILY FOUNDATION?
The employer identification number (EIN) of BAKER FAMILY FOUNDATION is 92-3271916.
Is BAKER FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to BAKER FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BAKER FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BAKER FAMILY FOUNDATION 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 FAMILY FOUNDATION 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 FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 6 people; 6 received compensation from the organization, the highest $5,000 (LESLIE B BORIS, TRUSTEE - CHAIRPERSON).
How much revenue does BAKER FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,692,135, expenses of $1,387,445 and total assets of $31,556,471 at year end.

Other nonprofits in NAPLES

All nonprofits in NAPLES · Florida · Philanthropy, voluntarism and grantmaking foundations