2024-11-13T15:35:21-06:00 2023-12-31 WITHUMSMITHBROWN PC 1835 MARKET STREET SUITE 1710 PHILADELPHIA PA 191032945 990PF 2023-01-01 232453230 DEXTER F AND DOROTHY H BAKER FOUNDATION % BECKWITH AND BROWN CORP DEXT 6106061515 PO BOX 4426 ALLENTOWN PA 18105 SUSAN B ROYAL CHAIRPERSON 6106061515 2024-11-13 true RICHARD RUVELSON P00234075 2155462140 2024-11-13 2023 2024-10-15 13:58:12Z X 24546112 X 0 X 4616 4616 398908 398908 822642 2265101 822642 74447 74447 1300613 1300613 60000 60000 5069 0 0 5069 21824 0 0 21824 343598 343598 7830 7830 2198 1514 23398 23398 73 73 64985 43070 21915 528975 52414 0 475877 912500 912500 1441475 52414 0 1388377 -140862 1248199 279926 954606 954606 0 329817 329817 1326306 1293237 7621770 13156814 12647647 15639919 18889 0 0 14781935 15225307 24546112 0 0 X 14781935 15225307 14781935 15225307 14781935 15225307 14781935 -140862 704789 15345862 120555 15225307 591 SHRS ISHARES CORE MSCI IEM P 2022-01-01 2023-11-23 30043 28195 1848 1848 12654 SHRS ISHARES CORE IEFA P 2022-01-01 2023-11-23 850087 846687 3400 3400 591 SHRS ISAHRES RUSSELL 2000 P 2022-01-01 2023-11-23 60031 35523 24508 24508 3811.557 SHRS EATON VANCE ATLANTA CAPI P 2022-01-01 2023-11-23 999970 445875 554095 554095 4124.394 SHRS HARBOR CAPITAL P 2022-01-01 2023-07-30 324970 147433 177537 177537 CAPITAL GAIN DIVIDENDS P 18163 CAPITAL GAIN DIVIDENDS P 18163 CAPITAL GAIN DIVIDENDS P 18163 CAPITAL GAIN DIVIDENDS P 18163 CAPITAL GAIN DIVIDENDS P 18163 CAPITAL GAIN DIVIDENDS P 18163 822642 17350 17350 17350 4920 0 4920 X 12430 false false false false false false false true true true false false false false true n/a BECKWITH AND BROWN CORP 7813263039 231 BUSSEY STREET Dedham MA 02026 false false false false true false false 0 false false false false false false false false false false false false false false Susan B Royal PO BOX 4426 allentown PA 18105 Trustee - Chairperson 15.0 10000 0 0 Leslie B Boris PO BOX 4426 allentown PA 18105 Trustee 15.0 10000 0 0 Ellen B Ghelardi PO BOX 4426 Allentown PA 18105 Trustee - Secretary 15.0 10000 0 0 Carolyn J Baker PO BOX 4426 allentown PA 18105 Trustee - Treasurer 15.0 10000 0 0 Timothy L Holt PO BOX 4426 allentown PA 18105 trustee 15.0 10000 0 0 JACK PAYNE PO BOX 4426 ALLentown PA 18105 TRUstee 15.0 10000 0 0 BOLDLY GO PHILANTHROPY 4011 SOUTH 176TH CIRCLE OMAHA NE 68130 CONSULTING 337578 24486119 228284 0 24714403 0 24714403 370716 24343687 1217184 1217184 17350 17350 1199834 1199834 1199834 1388377 0 0 0 0 1388377 1199834 1040359 2021 2020 2019 1388377 1040359 348018 0 0 851816 0 0 NONE Melissa Starace PO BOX 4426 ALLENTOWN PA 18105 melissa@ddbakerfoundation.org CONTACT DIRECTOR AT Melissa@DDBAKERFOUNDATION.ORG FOR INSTRUCTIONS CONTACT DIRECTOR AT Melissa@DDBAKERFOUNDATION.ORG FOR INSTRUCTIONS THE APPLICANT SHOULD HAVE FILED AT LEAST 2 IRS 990'S; CONDUCT PROGRAMMING IN ARTS AND CULTURE, YOUTH DEVELOPMENT, ENTREPRENEURSHIP, AND TRUSTEE DIRECTED COMMUNITY INITIATIVES. WE FUND IN THE LEHIGH VALLEY. GRANT APPLICANTS ARE MADE BY INVITATION FROM TRUSTEES OR STAFF. ALLENTOWN ART MUSEUM 31 N 5th Street Allentown PA 18101 NONE PC 2024 ArtVentures 10000 ALLENTOWN SYMPHONY ASSOCIATION 23 North 6th Street Allentown PA 18101 NONE PC 2023-2024 Composers' Collaborative 5000 ALONZO KING LINES BALLET 26 7th Street 5th Floor San Francisco CA 94103 NONE PC HeART with LINES 10000 BACH CHOIR OF BETHLEHEM 440 Heckewelder Place Bethlehem PA 18018 NONE PC 2023 Educational Community Engagement 10000 BACH CHOIR OF BETHLEHEM 440 Heckewelder Place Bethlehem PA 18018 NONE PC 125th Anniversary Mendelssohn's St. Matthew PASSION PREMIERE AND RECORDING PROJECT 15000 BAUM SCHOOL OF ART 510 W Linden Street Allentown PA 18101 NONE PC 2023-2024 Allentown Neighborhood Arts Program 10000 BIG THOUGHT 1409 Botham Jean Blvd Suite 1015 Dallas TX 75215 NONE PC 2022-2023 Operating Support 32500 BOYS and GIRLS CLUB OF Allentown 720 north 6th street Allentown PA 18102 NONE PC 2023-2024 General Operating Support 30000 BOYS & GIRLS CLUB OF COLLIER COUNTY 7500 Davis Blvd Naples FL 34104 NONE PC 2024 EmpowerED 15000 CHESTER FUND FOR EDUCATION AND THE ARTS (CCSA) 1500 Highland Avenue Chester PA 19013 NONE PC 2023-2024 Changing the Math Mindset at CCSA 10000 COMMUNITIES IN SCHOOLS OF THE LEHIGH VALLEY 739 N 12th Street Allentown PA 18102 NONE PC Integrated Student Support Grant Expansion and 1:1 CHALLENGE MATCH 10000 COMMUNITIES IN SCHOOLS OF THE LEHIGH VALLEY 739 N 12th Street Allentown PA 18102 NONE PC 2023-2024 Integrated Student Supports 25000 COMMUNITY BIKE WORKS 235 N MADISON ST Allentown PA 18102 NONE PC 2024 Youth Bike Mentoring & Leadership 15000 COMMUNITY MUSIC SCHOOL 23 North sixth street second floor Allentown PA 18101 NONE PC 2023-2024 Operating Support 15000 CRADLE OF LIBERTY BSA 1485 Valley Forge Road Wayne PA 19087 NONE PC 2024 Explorer Clubs Program 15000 ELDERNET OF LOWER MERION AND NARBERTH 9 South Bryn Mawr Avenue Bryn Mawr PA 19010 NONE PC 2023-2024 Operating support 5000 EPISCOPAL COMMUNITY SERVICES 6006 West Girard avenue Philadelphia PA 19151 NONE PC 2024 MindSet Program 5000 FLORIDA REPERTORY THEATRE Po Box 2483 Fort Myers FL 339022483 NONE PC 2023-2024 Florida Rep Education TYA Touring PROGRAM 10000 GIRL SCOUTS OF NORTHERN TEXAS 6001 Summerside Drive Dallas TX 75252 NONE PC 2023-2024 STEM Programming for Girls 25000 GOOD SHEPHERD REHABILITATION NETWORK 850 South 5th street Allentown PA 18103 NONE PC Good Shepherd Pediatric Feeding Program 15000 KELLYN FOUNDATION PO box 369 Tatamy PA 18085 NONE PC 2024 Lehigh Valley Lifestyle Medicine Symposium 10000 KELLYN FOUNDATION PO Box 369 Tatamy PA 18085 NONE PC 2024 Community Intensive Lifestyle Medicine Program 30000 KORESH DANCE COMPANY 2002 Rittenhouse Square Philadelphia PA 19103 NONE PC 2023/2024-2024/2025 Koresh Kids Dance 15000 LEHIGH UNIVERISTY 27 Memorial Drive W Bethlehem PA 18015 NONE PC 2015-2035 THE BAKER INSTITUTE FOR ENTREPRENEURSHIP, CREATIVITY AND INNOVATION AT LEHIGH UNIVERSITY. 225000 LEHIGH UNIVERISTY-Zoellner Arts Center 420 E Packer Ave Bethlehem PA 18015 NONE PC 2024 Sensory and Student Programs 5000 LEHIGH UNIVERSITY-ZOELLNER ARTS CENTER 420 E Packer Ave Bethlehem PA 18015 NONE PC 2024 Any Given Child Program 6000 LEHIGH VALLEY ARTS & CULTURAL ALLIANCE 523 N 7th Street Allentown PA 181022852 NONE PC 2024 TANGO Project 12000 LEHIGH VALLEY ARTS & CULTURAL ALLIANCE 523 N 7th Street Allentown PA 181022852 NONE PC 2024 Operating Support 12000 LEHIGH VALLEY CHILDREN'S CENTER 1501 Lehigh Street Suite 208 Allentown PA 18103 NONE PC 2024 Summer Enrichment Activities 5000 LEHIGH VALLEY HOSPITAL INC 2100 Mack Blvd PO Box 1883 Allentown PA 18105 NONE PC 2024 School-Based Behavioral Health Program 30000 LEHIGH VALLEY Public Media (PBSWLVT) 839 Sesame Street Bethlehem PA 18015 NONE PC 2023 Early Literacy Champions 10000 MAIN LINE ART CENTER 746 Panmure Road Haverford PA 19041 NONE PC 2024 Main Line Art Center Support 15000 MORAVIAN College 1200 Main Street Bethlehem PA 18018 NONE PC 2024 Moravian University Orchestra Baker Guest ARTIST PROGRAM 2000 MUHLENBERG COLLEGE 2400 Chew Street Allentown PA 181045586 NONE PC 2023-2024 Baker Artist-in-Residence 15000 MUHLENBERG COLLEGE 2400 Chew Street Allentown PA 181045586 NONE PC 2020-2023 Baker Merit Scholars, Class of 2024 9000 MUHLENBERG COLLEGE 2400 Chew Street Allentown PA 181045586 NONE PC 2021-2024 Baker Merit Scholars, Class of 2025 9000 MUHLENBERG COLLEGE 2400 Chew Street Allentown PA 181045586 NONE PC 2022-2025 Baker Merit Scholars, Class of 2026 9000 NATIONAL MUSEUM OF INDUSTRIAL HISTORY 602 E 2nd Street Bethlehem PA 18015 NONE PC 2024 Youth Educational Initiatives 5000 NEW HORIZONS OF NORTH TEXAS 1351 N Buckner Blvd 181074 Dallas TX 75218 NONE PC 2023 New Horizons of North Texas 5 Focus Program 10000 NEW HORIZONS OF SOUTHWEST FLORIDA 25300 Bernwood Dr Bonita Springs FL 34135 NONE PC 2023-2024 Super Kids Club and Super Teens Club 30000 OUT TEACH 1700 University Drive Suite 260 Fort Worth TX 761073400 NONE PC 2024 Innovation School 12000 PINEBROOK FAMILY ANSWERS 402 North Fulton Street Allentown PA 18102 NONE PC 2024 Making the Grade 15000 PRATYUSH SINHA FOUNDATION 3105 West Greenleaf Street Allentown PA 18104 NONE PC 2024 MCI Mindfulness Education in Allentown School DISTRICT ELEMENTARY SCHOOLS 10000 RODALE INSTITUTE 611 Siegfriedale Rd Kutztown PA 19530 NONE PC 2024 Regenerative Healthcare Program 30000 TEXAS BALLET THEATER 1540 Mall Cir Fort Worth TX 76116 NONE PC 2024 TBT Community Enrichment 25000 THE LITERACY CENTER 1132 W Hamilton Street Suite 300 Allentown PA 18101 NONE PC 2024 Adult ESL Program 20000 TOUCHSTONE THEATRE 321 East Fourth Street Bethlehem PA 18015 NONE PC 2023-2024 Young Playwrights' Lab; 2024 Camp Touchstone; and 2024 Teen Ensemble 10000 UNITED WAY OF THE GREATER LEHIGH VALLEY 1110 American Pkwy NE 120F Allentown PA 18109 NONE PC K-12 Ed. Support 10000 VALLEY YOUTH HOUSE COMMITTEE 3400 High Point Blvd Bethlehem PA 18017 NONE PC 2024 Lehigh Valley Shelter and School-based Mental Health 10000 VALLEY YOUTH HOUSE COMMITTEE 3400 High Point Blvd Bethlehem PA 18017 NONE PC 2024 Lehigh Valley and Philadelphia Adolescents Achieving Independence (AAI) 10000 WILDLANDS CONSERVANCY 3701 Orchid Place Emmaus PA 18049 NONE PC 2024 Wild About Learning 9000 912500 Community Bike Works 235 N Madison Street Allentown PA 18102 NONE PC Youth Bike Mentoring & Leadership Summit 0 Da Vinci Discovery Center of Science & Technology 815 Hamilton Street Allentown PA 18101 NONE PC Science in the Making: Color Mixing Room 2024-2033 0 Lafayette College 307 Markle Hall 730 High School Easton PA 18042 NONE PC Fall Dance Series 0 Lehigh University 27 Memorial Drive W Bethlehem PA 18015 NONE PC The Baker Institute Operating Support (payments 18-40) 0 Muhlenberg College 2400 Chew Street Allentown PA 181045586 NONE PC Baker Artist-in-Residence 0 Muhlenberg College 2400 Chew Street Allentown PA 181045586 NONE PC 2021-2024 Baker Merit Scholars, Class of 2025 0 Muhlenberg College 2400 Chew Street Allentown PA 181045586 NONE PC 2022-2025 Baker Merit Scholars, Class of 2026 0 3082000 14 4616 14 398908 18 822642 Other K-1 Income 14 74447 1300613 1300613 false false false false false false false false false false AUDIT/TAX PREP 13600 13600 Bookkeeping 2704 2704 COURT ACCOUNTING 5520 5520 Charles Schwab - Common stock 1293237 7621770 charles schwab - mutual funds AT COST 1028835 2238424 CHARLES SCHWAB - EXCHANGE TRAD AT COST 4597999 5011808 Greenhouse Overseas Fund LTD AT COST 1450000 1780259 Radcliffe International Ultra AT COST 1050100 1672457 Renaissance Institutional Equi AT COST 1100000 1363462 EAGLE POINT CORE INCOME FUND AT COST 1220713 1298911 RADCLIFFE INTERNATIONAL SPAC AT COST 0 18495 RADCLIFF SHORT DURATION AT COST 2200000 2256103 Legal FEes 5069 5069 Deposit Clearing 18889 0 0 K-1 Book to tax differences 120555 Office Supplies 2849 2849 Telephone 731 731 Postage 200 200 Dues 3875 3875 Internet and WEb SErvices 11925 11925 Insurance 1885 1885 BANK FEES 450 450 Investment Advisory Fees 20000 20000 K-1 Investment Expenses 23070 23070 OTHER K-1 INCOME 74447 74447 GAIN ON STOCK TRANSFER TO GRANTEE 178915 CHANGE IN UNREALIZED GAIN 525874 FOUNDATION DIRECTOR 77098 77098 PHILANTHROPIC ADVISORY SERVICE 240986 240986 CONSULTING-SUBCONTRACT ACCTG 17114 17114 GRANTS MANAGEMENT 8400 8400 Foreign Tax Paid 1514 1514 Excise Tax 684