Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
BAIARDI FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)2328 PINECREST ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HARBOR SPRINGS, MI497409261
A Employer identification number

38-3430867
B Telephone number (see instructions)

(231) 526-8395
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,071,291J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 18 18  
4 Dividends and interest from securities... 207,390 207,390  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 252,225
b Gross sales price for all assets on line 6a 503,472
7 Capital gain net income (from Part IV, line 2)... 103,472
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 459,633 310,880  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,125      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,900      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 30     30
23 Other expenses (attach schedule)....... Click to see attachment 1,048      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,103 0   30
25 Contributions, gifts, grants paid....... 433,787 433,787
26 Total expenses and disbursements. Add lines 24 and 25 444,890 0   433,817
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 14,743
b Net investment income (if negative, enter -0-) 310,880
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 4,944 1,659 1,659
2 Savings and temporary cash investments......... 141,343 105,635 105,635
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 12,126 Click to see attachment12,460 12,460
b Investments—corporate stock (attach schedule)....... 6,152,605 Click to see attachment6,206,007 7,951,537
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,311,018 6,325,761 8,071,291
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 6,311,018 6,325,761
30 Total net assets or fund balances (see instructions)..... 6,311,018 6,325,761
31 Total liabilities and net assets/fund balances (see instructions). 6,311,018 6,325,761
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,311,018
2
Enter amount from Part I, line 27a .....................
2
14,743
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,325,761
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
6,325,761
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 103,472
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 324,883 8,125,093 0.039985
2016 342,040 7,750,424 0.044132
2015 490,060 7,777,335 0.063011
2014 361,723 7,907,801 0.045743
2013 375,580 7,326,435 0.051264
2
Total of line 1, column (d) .....................
2
0.244135
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.048827
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
8,527,805
5
Multiply line 4 by line 3......................
5
416,387
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,109
7
Add lines 5 and 6........................
7
419,496
8
Enter qualifying distributions from Part XII, line 4,.............
8
433,817
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 3,109
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 3,109
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,109
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 5,200
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,091
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet2,091 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.BAIARDIFOUNDATION.ORG
    14
    The books are in care ofbulletCHRIS BAIARDI Telephone no.bullet (231) 526-8395

    Located atbullet2328 PINECREST STHARBOR SPRINGSMI ZIP+4bullet49740
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CHRIS A BAIARDI PRESIDENT
    10.00     		0 0 0
    2328 PINECREST ST
    HARBOR SPRINGS,MI49740
    CINDY J BAIARDI SEC, TREAS
    10.00     		0 0 0
    2328 PINECREST ST
    HARBOR SPRINGS,MI49740
    SUZANNE M BAIARDI VICE PRES
    2.00     		0 0 0
    7330 CRACKLING CREEK CIRCLE
    WEST BLOOMFIELD,MI48322
    KRISTEN L BAIARDI VICE PRES
    2.00     		0 0 0
    630 KINGSLEY TRAIL
    BLOOMFIELD HILLS,MI48304
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    8,398,631
    b
    Average of monthly cash balances.......................
    1b
    259,039
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,657,670
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    8,657,670
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    129,865
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,527,805
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    426,390
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    426,390
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    3,109
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,109
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    423,281
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    423,281
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    423,281
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    433,817
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    433,817
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    3,109
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    430,708
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 423,281
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 35,827
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 433,817
    a Applied to 2017, but not more than line 2a 35,827
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 397,990
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		25,291
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    BAIARDI FAMILY FOUNDATION
    2328 PINECREST
    HARBOR SPRINGS,MI49740
    (231) 526-8395
    CJBAIARDI@BAIARDIFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
     
    cAny submission deadlines:
     
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
     
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN LEGION AUXILIARY
    AMERICAN LEGION AUXILIARY
    PO BOX 395
    PO BOX 395
    HARBOR SPRINGS,MI49740     		N/A PUBLIC CHRISTMAS GIFTS FOR KID PROJ 6,300
    AMERICAN TREE FARM SYSTEM
    AMERICAN TREE FARM SYSTEM
    PO BOX 79423
    PO BOX 79423
    BALTIMORE,MD21298     		N/A PUBLIC GENERAL SUPPORT 1,000
    BARAGA BROADCASTING INC
    BARAGA BROADCASTING INC
    1020 HASTINGS AVE
    1020 HASTINGS AVE
    TRAVERSE CITY,MI49686     		N/A PUBLIC GENERAL SUPPORT 1,000
    BLUMS LANDING
    BLUMS LANDING
    7460 OCQUEOC LAKE RD
    7460 OCQUEOC LAKE RD
    MILLERSBURG,MI49759     		N/A PUBLIC VETERAN'S PROGRAMS 1,000
    BOTTOMLESS TOY CHEST
    BOTTOMLESS TOY CHEST
    PO BOX 623
    PO BOX 623
    BLOOMFIELD HILLS,MI48303     		N/A PUBLIC PURCHASE TOYS 2,500
    BROTHER DAN'S FOOD PANTRY
    BROTHER DAN'S FOOD PANTRY
    415 STATE ST
    415 STATE ST
    PETOSKEY,MI49770     		N/A PUBLIC FOOD PURCHASE 1,000
    CHRIST CHILD SOCIETY
    CHRIST CHILD SOCIETY OF NORTHERN MICHIGAN
    PO BOX 132
    PO BOX 132
    HARBOR SPRINGS,MI49740     		N/A RELIGIOUS LAYETTE PROGRAM 2,500
    DIOCESE OF GAYLORD
    DIOCESE OF GAYLORD
    611 WEST NORTH ST
    611 WEST NORTH ST
    GAYLORD,MI49735     		N/A RELIGIOUS GENERAL SCHOLARSHIP SUPPORT 1,000
    EMMET COUNTY SEARCH & TRSCUE
    EMMET COUNTY SEARCH & RESCUE
    PO BOX 467 6161 W MAIN ST
    PO BOX 467 6161 WEST MAIN
    PELLSTON,MI49769     		N/A PUBLIC EQUIPMENT FOR GARMIN ASTRO TRACKING 3,885
    EMMET COUNTY 4-H
    EMMET COUNTY 4-H
    3434 HARBOR-PETOSKEY RD
    3434 HARBOR-PETOSKEY RD
    HARBOR SPRINGS,MI49740     		N/A PUBLIC BUS TRANS FUND EXPLORATION DAYS 2,400
    EMMET COUNTY SHERIFF DEPT
    EMMET COUNTY SHERIFF DEPT
    200 DIVISION ST
    200 DIVISION ST
    PETOSKEY,MI49770     		N/A PUBLIC VICTIM SERVICES UNIT SUPPORT 850
    HARBOR HALL FOUNDATION
    HARBOR HALL FOUNDATION
    PO BOX 376
    PO BOX 376
    HARBOR SPRINGS,MI49740     		N/A PUBLIC GENERAL SUPPORT 5,000
    HARBOR SPRINGS AREA FIRE AUTHORITY
    HARBOR SPRINGS AREA FIRE AUTHORITY
    160 ZOLL ST
    160 ZOLL ST
    HARBOR SPRINGS,MI49740     		N/A PUBLIC WILDLAND/BRUSH FIRE GEAR 8,290
    HARBOR SPRINGS COMMUNITY FOOD PANTR
    HARBOR SPRNGS FOOD PANTRY
    PO BOX 23
    PO BOX 23
    HARBOR SPRINGS,MI49740     		N/A PUBLIC LIVESTOCK PURCHASE 2,788
    HARBOR SPRINGS COMMUNITY FOOD PANTR
    HARBOR SPRINGS FOOD PANTRY
    PO BOX 23
    PO BOX 23
    HARBOR SPRINGS,MI49740     		N/A PUBLIC BOOKS FOR CHRISTMAS GIFTS 500
    HARBOR SPRINGS HISTORICAL
    HARBOR SPRINGS HISTORICAL SOCIETY
    349 E MAIN ST
    349 E MAIN ST
    HARBOR SPRINGS,MI49740     		N/A PUBLIC GENERAL OPERATIONS 1,500
    HARBOR SPRINGS PUBLIC SCHOOLS
    HARBOR SPRINGS PUBLIC SCHOOLS
    800 S STATE ST
    800 S STATE ST
    HARBOR SPRINGS,MI49740     		N/A PUBLIC 1/2 COST FOR 3YR PROGRAM 3,215
    HOLY CHILDHOOD OF JESUS CHURCH
    HOLY CHILDHOOD OF JESUS CHURC
    150 W MAIN ST
    150 W MAIN ST
    HARBOR SPRINGS,MI49740     		N/A PRIVATE ORG CEMETERY MAINTENANCE SUPPORT 1,000
    ICEBREAKER MACKINAW MARITIME MUSEUM
    ICEBREAKER MACKINAW MARITIME MUSEUM
    131 S HURON AVE
    131 S HURON AVE
    MACKINAW CITY,MI49701     		N/A PUBLIC GENERAL SUPPORT 1,000
    LITTLE TRAVERSE CONSERVANCY
    LITTLE TRAVERSE CONSERVANCY
    3264 POWELL ROAD
    3264 POWELL ROAD
    HARBOR SPRINGS,MI49740     		N/A PUBLIC SUPPORT OF 2018 SAVE THE TREES 2,500
    LITTLE TRAVERSE CONSERVANCY
    LITTLE TRAVERSE CONSERVANCY
    3264 POWELL RD
    3264 POWELL RD
    HARBOR SPRINGS,MI49740     		N/A PUBLIC PAYMENT PLEDGE 12,500
    MAKE-A-WISH FOUNDATION OF MICHIGAN
    MAKE-A-WISH FOUNDATION OF MICHIGAN
    7600 GRAND RIVER
    7600 GRAND RIVER
    BRIGHTON,MI48114     		N/A PUBLIC SUPPORT WISH-GRANTING PROGRAM 3,500
    MANNA FOOD PROJECT
    MANNA FOOD PROJECT
    8791 MCBRIDE PARK COURT
    8791MCBRIDE PARK COURT
    HARBOR SPRINGS,MI49740     		N/A PUBLIC FOOD PURCHASE 3,000
    MCLAREN NORTHERN MICHIGAN FOUNDATIO
    MCLAREN NORTHERN MICHIGAN FOUNDATION
    360 CONNABLE AVE
    360 CONNABLE AVE
    PETOSKEY,MI49770     		N/A PUBLIC NURSES STATION NEW BUILDING 50,000
    MIM SCHOLARSHIP FUND
    MIM SCHOLARSHIP FUND
    24725 W 12 MILE RD ST388
    24725 W 12 MILE RD STE388
    SOUTHFIELD,MI48034     		N/A PUBLIC SCHOLARSHIP SUPPORT 2,000
    MOTHERS KEEPERS
    MOTHERS KEEPERS
    05675 CHURCH RD
    05675 CHURCH RD
    BOYNE CITY,MI49712     		N/A PUBLIC IN-HOME CARE NEWBORNS 2,000
    NATIONAL FEDERATION FOR BLIND
    NATIONAL FEDERATION FOR BLIND
    4794 GENEVA AVE
    4794 GENEVA AVE
    PORTAGE,MI49024     		N/A PUBLIC FUNDING NFB MI BELL ACADEMY 2,500
    NORTH CENTRAL MICHIGAN
    NORTH CENTRAL MICHIGAN COLLEGE FOUNDATION
    1515 HOWARD STREET
    1515 HOWARD STREET
    PETOSKEY,MI49770     		N/A PUBLIC SCHOLARSHIP PROGRAM 2,500
    NORTH EMMET LITTLE LEAGUE
    NORTH EMMET LITTLE LEAGUE
    5770 N PLEASANTVIEW RD
    5770 N PLEASANTVIEW RD
    LEVERING,MI49755     		N/A PUBLIC NEW SCOREBOARD & INSTALLATION 6,000
    NORTHERN MICHIGAN EQUINE THERAPY
    NORTHERN MICHIGAN EQUINE THERAPY
    5025 CHURCH RD
    5025 CHURCH RD
    BOYNE CITY,MI49712     		N/A PUBLIC REPLACE NORTH WALL OF ARENA 7,500
    OAKLAND LITERACY COUNCIL
    OAKLAND CITERACY COUNCIL
    2250 S TELEGRAPH
    2250 S TELEGRAPH
    BLOOMFIELD HILLS,MI48302     		N/A PUBLIC TUTOR TRAINING SUPPORT 2,500
    PELLSTON AREA FOOD PANTRY
    PELLSTON AREA FOOD PANTRY
    PO BOX 467
    PO BOX 467
    PELLSTON,MI49769     		N/A PUBLIC PURCHASE OF LIVESTOCK 1,296
    PELLSTON AREA FOOD PANTRY
    PELLSTON AREA FOOD PANTRY
    PO BOX 467
    PO BOX 467
    PELLSTON,MI49769     		N/A PUBLIC PURCHASE OF LIVESTOCK 923
    PELLSTON PUBLIC SCHOOLS
    PELLSTON PUBLIC SCHOOLS
    172 N PARK ST
    172 N PARK ST
    PELLSTON,MI49769     		N/A PUBLIC ROBOTICS PROGRAM 5,000
    PELLSTON PUBLIC SCHOOLS
    PELLSTON PUBLIC SCHOOLS
    172 N PARK ST
    172 N PARK ST
    PELLSTON,MI49769     		N/A PUBLIC CAMP DAGGETT TRIP 2,340
    PETOSKEY THUNDER BASEBALL ASSOC
    PETOSKEY THUNDER BASEBALL ASSOC
    1019 KLONDIKE AVE
    1019 KLONDIKE AVE
    PETOSKEY,MI49770     		N/A PUBLIC EQUIPMENT & INSTRUCTION 3,000
    PETOSKEY-HARBOR SPRINGS
    PETOSKEY-HARBOR SPRINGS COMMUNITY FOUNDATION
    616 PETOSKEY STREET
    616 PETOSKEY STREET
    PETOSKEY,MI49770     		N/A PUBLIC SCHOLARSHIPS 5,500
    ROTARY OF LITTLE TRAVESE BAY SUNSET
    ROTARY OF LITTLE TRAVESE BAY SUNSET
    PO BOX 2101
    PO BOX 2101
    PETOSKEY,MI49770     		N/A PUBLIC SCHOLARSHIP SUPPORT 6,000
    ST FRANCIS XAVIER SCHOOL
    ST FRANCIS XAVIER SCHOOL
    414 MICHIGAN
    414 MICHIGAN
    PETOSKEY,MI49770     		N/A PRIVATE ORG LIBRARY RENOVATION 5,000
    ST HUGO OF THE HILLS
    ST HUGO OF THE HILLS
    2215 OPDYKE RD
    2215 OPDYKE RD
    BLOOMFIELD HILLS,MI48304     		N/A PRIVATE ORG PROJECT SUPPORT 5,000
    ST SCHOLASTICA PRIORY
    ST SCHOLASTICA PRIORY
    271 N MAIN ST PO BOX 606
    271 N MAIN ST PO BOX 606
    PETERSHAM,MA01366     		N/A PRIVATE ORG GENERAL OPERATIONS 2,500
    ST VINCENT DE PAUL SOCIETY
    ST VINCENT DEPAUL SOCIETY
    150 W MAIN ST
    150 W MAIN ST
    HARBOR SPRINGS,MI49740     		N/A PUBLIC GENERAL SUPPORT 2,500
    UNIV OF MICH MEDICAL SCHOOL
    UNIVERSITY OF MICH MEDICAL SCHOOL
    1000 OAKBROOK DR
    1000 OAKBROOK DR
    ANN ARBOR,MI48104     		N/A PUBLIC RESEARCH FUND 15,000
    UNIV OF MICH MEDICAL SCHOOL
    UNIV OF MICH MEDICAL SCHOOL
    1000 OAKBROOK DR
    1000 OAKBROOK DR
    ANN ARBOR,MI48104     		N/A PUBLIC RESEARCH FUND 15,000
    VOICE WITHOUT BORDERS
    VOICE WITHOUT BORDERS
    320 CROWN POINTE DR
    320 CROWN POINTE DR
    PETOSKEY,MI49770     		N/A PUBLIC SUPPORT FESTIVAL GALA CONCERT 2,000
    WAYNE STATE UNIVERSITY
    WAYNE STATE UNIVERSITY
    5475 WOODWARD AVE
    5475 WOODWARD AVE
    DETROIT,MI48202     		N/A PUBLIC SCHOLARSHIPS 5,000
    WAYNE STATE UNIVERSITY
    WAYNE STATE UNIVERSITY
    5475 WOODWARD AVE
    5475 WOODARD AVE
    DETROIT,MI48202     		N/A PUBLIC SCHOLARSHIPS 5,000
    AUBURN HILLS COMMUNITY FOUNDATION
    AUBURN HILLS COMMUNITY FOUNDATION
    1827 N SQUIRREL RD
    1827 N SQUIRREL RD
    AUBURN HILLS,MI48326     		N/A PUBLIC TOTAL PLEDGE AMPHITHERATER PROJECT 100,000
    CHILD & FAMILY SERVICES OF NW MI
    CHILD & FAMILY SERVICES OF NW MI
    3785 VETERANS DR
    3785 VETERANS DR
    TRAVERSE CITY,MI49684     		N/A PUBLIC MENTAL HEALTH SERVICES FOR KIDS 5,000
    CONSERVATION RESOURCE ALLIANCE
    CONSERCATION RESOURCE ALLIANCE
    10850 TRAVERSE HWYSTE1111
    10850 TRAVERSE HWYSTE1111
    TRAVERSE CITY,MI49684     		N/A PUBLIC REMOVAL OF DAM FUNDING 15,000
    GREAT LAKES LIGHTHOUSE KEEPERS
    GREAT LAKES LIGHTHOUSE KEEPERS
    707 N HURON PO BOX 219
    707 N HURON PO BOX 219
    MACKINAW,MI49701     		N/A PUBLIC ELECTRIC UPGRADE CHEBOYGAN 10,000
    HORIZONS-UPWARD BOUND CRANBROOK
    HORIZONS-UPWARD BOUND CRANBROOK
    39221 WOODWARD AVE PO BOX
    39221 WOODWARD AVE POBOX
    BLOOMFIELD HILLS,MI48303     		N/A PUBLIC SCHOLARSHIP SUPPORT 5,000
    KING HOUSE ASSOCIATION
    KING HOUSE ASSOCIATION
    320 3RD AVE S
    320 3RD AVE S
    NAPLES,FL34102     		N/A PUBLIC RESTORATION PAID PLEDGE 5,000
    KNIGHTS OF COLUMBUS PETOSKEY
    KNIGHTS OF COLUMBUS PETOSKEY
    1106 CHARLEVOIX AVE
    1106 CHARLEVOIX AVE
    PETOSKEY,MI49770     		N/A PUBLIC REPLACEMENT OF BOILER SYSTER 5,000
    MIRA
    MIRA
    3285 KENWOOD DR
    3285 KENWOOD DR
    ROCHESTER HILLS,MI48309     		N/A PUBLIC BRAIN RESEARCH 1,000
    MCLAREN NORTHERN MICHIGAN FOUNDATIO
    MCLAREN NORTHERN MICHIGAN FOUNDATION
    360 CONNABLE AVE
    360 CONNABLE AVE
    PETOSKEY,MI49770     		N/A PUBLIC NURSING SCHOLORSHIP 4,500
    NEHEMIAH PROJECT
    NEHEMAIH PROJECT
    PO BOX 1745
    PO BOX 1745
    PETOSKEY,MI49770     		N/A PUBLIC RENOVATE BATHROOMS MEN SHELTERS 4,000
    NORTH COUNTRY KIDS
    NORTH COUNTRY KIDS
    421 EAST LAKE ST
    421 EAST LAKE ST
    HARBOR SPRINGS,MI49740     		N/A PUBLIC PLAYGROUND STRUCTURE 5,000
    NW MI HABITAT FOR HUMANITY INC
    NW MI HABITAT FOR HUMANITY INC
    M-119
    M-119
    HARBOR SPRINGS,MI49740     		N/A PUBLIC SAFTEY EQUIPMENT & TOOLS 5,000
    OPERATION INJURY SOLDIERS INC
    OPERATION INJURIED SOLDIERS INC
    22645 PONTIAC TRAIL
    22645 PONTIAC TRAIL
    SOUTH LYON,MI48178     		N/A PUBLIC SHOWERS FOR VETS 8,000
    RACQUET UP DETROIT
    RACQUET UP DETROIT
    PO BOX 11404
    PO BOX 11404
    DETROIT,MI48211     		N/A PUBLIC GENERAL OPERATIONS SUPPORT 2,000
    RAVEN HILL DISCOVERY CENTER
    RAVEN HILL DISCOVERY CENTER
    4737 FULLER RD
    4737 FULLER RD
    EAST JORDAN,MI49727     		N/A PUBLIC MHC GRANT MATCH PROGRAM 5,000
    READMOND TOWNSHIP
    READMOND TOWNSHIP
    6034 WORMWOOD LANE
    6034 WORMWOODLANE
    HARBOR SPRINGS,MI49740     		N/A PUBLIC NEW SUBSTATION COST 25,000
    ST JOSEPH MERCY OAKLAND
    ST JOSEPH MERCY OAKLAND
    44405 WOODWARD AVE
    44405 WOODWARD AVE
    PONTIAC,MI48341     		N/A PUBLIC DENTAL CLINIC 5,000
    Total .................................bullet 3a 433,787
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 18  
    4 Dividends and interest from securities....     14 207,390  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    25 103,472 148,753
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   310,880 148,753
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    459,633
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    4 INCOME FROM US TREASURY BONDS AND VANGUARD PRIME MONEY MARKET FUNDS. INCOME EARNED USED TOWARDS SUPPORT OF PUBLIC IMPROVEMENTS, SCHOOLS, HOSPITALS, LIBRARIES. INCOME FOR HOSPITAL EQUIPMENT, ROAD IMPROVEMENTS, AND MEDICAL RESEARCH, SCHOOL CLASSROOM RENOVATIONS, CLASSROOM SUPPLIES AND EQUIPMENT.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    BAIARDI FAMILY FOUNDATION INC
    EIN:
    38-3430867
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX RETURN FEES 2,125      

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    BAIARDI FAMILY FOUNDATION INC
    EIN:
    38-3430867
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    STAR FUND 1814.882 SHS 2008-01 PURCHASE 2018-01   50,000 35,523     14,477  
    BALANCED INDEX FD ADM 8467.401SHS 2008-01 PURCHASE 2018-01   300,000 179,329     120,671  
    WELLINGTON FD ADM 673.219 SHS 2008-01 PURCHASE 2018-01   50,000 36,395     13,605  

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    BAIARDI FAMILY FOUNDATION INC
    EIN:
    38-3430867
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD-BAL INDEX FD ADMIRAL 3,473,494 5,101,505
    VANGUARD-WELLINGTON FD ADMIRAL 894,203 975,561
    VANGUARD-STAR FUND 784,434 893,461
    VANGUARD-WELLESLEY 281,072 304,476
    VANGUARD-TOTAL INTL STK IDX ADMIRAL 772,804 676,534

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    BAIARDI FAMILY FOUNDATION INC
    EIN:
    38-3430867
    US Government Securities - End of Year Book Value:

    12,460
    US Government Securities - End of Year Fair Market Value:

    12,460
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2018 OtherExpensesSchedule
    Name:
    BAIARDI FAMILY FOUNDATION INC
    EIN:
    38-3430867
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INSURANCE 1,048      


    TY 2018 TaxesSchedule
    Name:
    BAIARDI FAMILY FOUNDATION INC
    EIN:
    38-3430867
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAX PAID 5,912      
    FOREIGN TAXES 1,988