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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 12-01-2017 , and ending 11-30-2018
Name of foundation
ALBERT J BUHRMAN CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

43-6863596
B Telephone number (see instructions)

(314) 418-2643
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$1,063,767
J 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      
4 Dividends and interest from securities... 30,184 30,184  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 27,470
b Gross sales price for all assets on line 6a 139,058
7 Capital gain net income (from Part IV, line 2)... 27,470
8 Net short-term capital gain......... 0
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........ 57,654 57,654  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 18,862 16,976   1,886
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 2,628 878   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 126 126    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,616 17,980 0 2,886
25 Contributions, gifts, grants paid....... 50,012 50,012
26 Total expenses and disbursements. Add lines 24 and 25 72,628 17,980 0 52,898
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -14,974
b Net investment income (if negative, enter -0-) 39,674
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. -11,419 254 254
2 Savings and temporary cash investments.........   21,668 21,668
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,030,886 Click to see attachment794,167 851,428
c Investments—corporate bonds (attach schedule).......   Click to see attachment192,622 180,869
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 67 Click to see attachment11,464 9,548
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) 1,019,534 1,020,175 1,063,767
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,019,534 1,020,175
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,019,534 1,020,175
30 Total liabilities and net assets/fund balances (see instructions). 1,019,534 1,020,175
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,019,534
2
Enter amount from Part I, line 27a .....................
2
-14,974
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
15,615
4
Add lines 1, 2, and 3 ..........................
4
1,020,175
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,020,175
Form 990-PF (2019)
Form 990-PF (2019)
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.)
1 a 1. PRUDENTIAL FINANCIAL INC   1911-11-11 2017-12-15
b 1. SECURITY LITIGATION   1911-11-11 2018-03-20
c 36. ABBVIE INC     2018-04-27
d 24. ADIDAS AG A D R   2016-03-18 2018-04-27
e 2. ALPHABET INC CL C     2018-04-27
4309.411 AMERICAN CENTURY HIGH INCOME FUND CL     2018-04-27
2. BOOKING HOLDINGS INC     2018-04-27
61. CANON INC ADR REPSTG 5 SHS   2014-08-19 2018-04-27
22. COGNIZANT TECHNOLOGY SOLUTIONS CORP     2018-04-27
30. FASTENAL CO COM   2017-04-25 2018-04-27
23. 51JOB INC A D R   2017-11-30 2018-04-27
29. GLAXO SMITHKLINE P L C A D R     2018-04-27
163.28 GOLDMAN SACHS COMM STRAT INS   2013-08-28 2018-04-27
52. INTERPUBLIC GROUP COS INC COM   2017-04-25 2018-04-27
17. JP MORGAN CHASE & CO COM   2012-11-29 2018-04-27
136. KT CORP SP A D R   2016-03-18 2018-04-27
59. KONINKLIJKE AHOLD DELHAIZE NV ADR     2018-04-27
318. MELCO CROWN ENTERTAINMENT LMTD A D R   2017-04-25 2018-04-27
62. MOMO INC A D R   2017-11-30 2018-04-27
20. MONSANTO CO NEW COM   2015-07-21 2018-04-27
14. NESTLE S A SPONSORED ADR REPSTG REG SH   2015-07-21 2018-04-27
20. NIPPON TELEG & TEL CORP   2016-09-01 2018-04-27
19. NOVARTIS AG SPONSORED ADR   2017-04-25 2018-04-27
15. POSCO A D R   2017-04-25 2018-04-27
8. PRAXAIR INC COM   2015-07-21 2018-04-27
204.178 ROBECO BOSTON PARTNERS L S RSRCH   2013-07-31 2018-04-27
27.296 RELX NV SPON A D R   2014-12-01 2018-04-27
45.704 RELX NV SPON A D R   2015-06-01 2018-04-27
14. SCHLUMBERGER LTD ORD   2011-10-05 2018-04-27
41. SCHWAB CHARLES CORP COM NEW   2016-03-18 2018-04-27
104. SMITH NEPHEW P L C A D R   2016-03-18 2018-04-27
81. SONY CORP AMERN SH NEW   2017-04-25 2018-04-27
29. SONY CORP AMERN SH NEW   2017-11-30 2018-04-27
264. STMICROELECTRONICS N V   2017-11-30 2018-04-27
55. T J X COS INC NEW     2018-04-27
18. UNILEVER N V A D R   2016-09-01 2018-04-27
64. VERISK ANALYTICS INC CL A COM   2014-12-01 2018-04-27
12. VISA INC   2014-12-01 2018-04-27
13. CORE LABS NV   2014-12-01 2018-04-27
12. MONSANTO CO NEW COM     2018-06-07
1. AMERICAN INTL GROUP INC   1911-11-11 2018-07-02
1. AMERICAN INTL GROUP INC   1911-11-11 2018-07-02
.8 GARRETT MOTION INC   2015-07-21 2018-10-23
.6667 RESIDEO TECHNOLOGIES INC   2015-07-21 2018-11-05
CAPITAL GAIN DIVIDENDS P    
(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 11     11
b 55     55
c 3,542   2,519 1,023
d 2,973   1,357 1,616
e 2,056   1,064 992
40,767   40,617 150
4,276   2,279 1,997
2,098   2,036 62
1,798   1,241 557
1,523   1,376 147
1,887   1,326 561
1,172   1,337 -165
2,013   3,840 -1,827
1,258   1,284 -26
1,862   700 1,162
1,845   1,786 59
1,427   893 534
9,675   6,724 2,951
2,209   1,489 720
2,499   2,127 372
1,084   1,063 21
950   888 62
1,467   1,452 15
1,237   906 331
1,228   924 304
3,442   2,750 692
581   438 143
973   717 256
975   837 138
2,291   1,156 1,135
4,064   3,423 641
3,702   2,738 964
1,325   1,356 -31
5,775   6,001 -226
4,755   4,297 458
1,023   835 188
6,832   4,011 2,821
1,509   776 733
1,609   1,631 -22
1,536   1,373 163
13     13
14     14
12   9 3
16   12 4
      7,699
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       11
b       55
c       1,023
d       1,616
e       992
      150
      1,997
      62
      557
      147
      561
      -165
      -1,827
      -26
      1,162
      59
      534
      2,951
      720
      372
      21
      62
      15
      331
      304
      692
      143
      256
      138
      1,135
      641
      964
      -31
      -226
      458
      188
      2,821
      733
      -22
      163
      13
      14
      3
      4
       
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 27,470
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))
2018 51,835 1,080,831 0.047958
2017 58,396 1,027,181 0.056851
2016 71,294 1,121,555 0.063567
2015 56,979 1,192,464 0.047783
2014 41,348 1,137,379 0.036354
2
Total of line 1, column (d) .....................
2
0.252513
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
0.050503
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
1,108,089
5
Multiply line 4 by line 3......................
5
55,962
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
397
7
Add lines 5 and 6........................
7
56,359
8
Enter qualifying distributions from Part XII, line 4,.............
8
52,898
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 (2019)
Form 990-PF (2019)
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 1 793
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 0
3 Add lines 1 and 2........................... 3 793
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 793
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 921
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 921
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 10 128
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet0 RefundedBullet 11 128
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
 
No
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)
    bulletMO
    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 2019 or the taxable year beginning in 2019? 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 (2019)
    Form 990-PF (2019)
    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 addressbulletN/A
    14
    The books are in care ofbulletUS BANK NA Telephone no.bullet (314) 418-2643

    Located atbulletPO BOX 387ST LOUISMO ZIP+4bullet63166
    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 2019, 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
     
    No
    ........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 2019?.............
    1c
     
    No
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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
     
    No
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    US BANK NA TRUSTEE
    1
    18,862    
    PO BOX 387
    ST LOUIS,PA63166
    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 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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.............bullet0
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    1,091,414
    b
    Average of monthly cash balances.......................
    1b
    33,549
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,124,963
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,124,963
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    16,874
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,108,089
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    55,404
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    55,404
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    793
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    793
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    54,611
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    54,611
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    54,611
    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
    52,898
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    52,898
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    52,898
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2018
    (c)
    2018
    (d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 54,611
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 0
    b From 2015...... 0
    c From 2016...... 19,415
    d From 2017...... 7,221
    e From 2018...... 0
    fTotal of lines 3a through e........ 26,636
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 52,898
    a Applied to 2018, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2019 distributable amount..... 52,898
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 1,713 1,713
    (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 24,923
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    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......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........
    0
    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) .......
    0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    24,923
    10 Analysis of line 9:
    a Excess from 2015.... 0
    b Excess from 2016.... 17,702
    c Excess from 2017.... 7,221
    d Excess from 2018.... 0
    e Excess from 2019.... 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    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 (2019)
    Form 990-PF (2019)
    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
    GREENE COUNTY LIBRARY
    ATTN REGINA COOPER
    PO BOX 760
    SPRINGFIELD,MO65810
    NONE PC GENERAL OPERATING 50,012
    Total .................................bullet 3a 50,012
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 ...........
             
    4 Dividends and interest from securities....     14 30,184  
    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 ............
        18 27,470  
    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)..   57,654  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    57,654
    (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.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 AccountingFeesSchedule
    Name:
    ALBERT J BUHRMAN CHARITABLE FOUNDATION
    EIN:
    43-6863596
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    ALBERT J BUHRMAN CHARITABLE FOUNDATION
    EIN:
    43-6863596
    Name of Bond End of Year Book Value End of Year Fair Market Value
    024932600 AMER CENT DIVERSIFI 29,706 29,023
    31420B300 FEDERATED INST HI YL 94,087 87,537
    670690387 NUVEEN INFLATION PRO 34,622 32,815
    87234N765 TCW EMERGING MARKETS 34,207 31,494

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    ALBERT J BUHRMAN CHARITABLE FOUNDATION
    EIN:
    43-6863596
    Name of Stock End of Year Book Value End of Year Fair Market Value
    00287Y109 ABBVIE INC    
    756255204 RECKITT BENCKISER SP    
    37045V100 GENERAL MOTORS CO    
    92826C839 VISA INC 5,046 9,211
    670678507 NUVEEN REAL ESTATE S 68,083 60,289
    H1467J104 CHUBB LTD 1,958 2,809
    05367G100 AVIANCA HOLDINGS A D 3,847 1,187
    00206R102 ATT INC 3,276 2,968
    571748102 MARSH MCLENNAN COS I 2,801 4,258
    806857108 SCHLUMBERGER LTD 10,440 6,359
    835699307 SONY CORP A D R 7,294 8,240
    907818108 UNION PACIFIC CORP 2,271 3,537
    00773T101 ADVANSIX INC 14 29
    641069406 NESTLE SA SPONSORED 13,443 15,169
    74005P104 PRAXAIR INC    
    778296103 ROSS STORES INC 6,278 7,972
    66987V109 NOVARTIS AG A D R 1,223 1,464
    961214301 WESTPAC BANKING COPR    
    92932M101 WNS HOLDINGS LTD ADR 3,483 5,617
    G47791101 INGERSOLL RAND PLC 2,319 2,795
    31420B300 FEDERATED INST HI YL    
    686330101 ORIX CORP SPONS A D 3,603 3,806
    46625H100 J P MORGAN CHASE CO 1,861 4,114
    256135203 DR REDDYS LABORATORI    
    254709108 DISCOVER FINL SVCS    
    34407D109 FLY LEASING LTD A D 3,129 2,772
    741503403 THE PRICELINE GROUP    
    037833100 APPLE INC 9,658 19,108
    254687106 DISNEY WALT CO 2,287 2,656
    713448108 PEPSICO INC 3,491 4,390
    918204108 V F CORP    
    963320106 WHIRLPOOL CORP 2,660 1,892
    594918104 MICROSOFT CORP 3,603 8,095
    00687A107 ADIDAS AG A D R 2,432 3,875
    779572106 T ROWE PRICE SMALL C 15,559 18,255
    949746101 WELLS FARGO CO 2,973 3,582
    83175M205 SMITH NEPHEW P L C 11,863 12,631
    92939U106 WEC ENERGY GROUP INC 2,353 2,899
    80105N105 SANOFI A D R    
    38143H381 GOLDMAN SACHS COMM S 27,322 14,494
    872540109 TJX COMPANIES INC    
    548661107 LOWES CO INC 1,899 4,624
    37733W105 GLAXO SMITHKLINE P L    
    460690100 INTERPUBLIC GROUP CO    
    808513105 SCHWAB CHARLES CORP 2,172 3,315
    653656108 NICE SYS LTD SPONSOR 8,884 10,801
    923454102 VERITIV CORP 34 30
    92345Y106 VERISK ANALYTICS INC    
    500472303 KONINKLIJKE PHILIPS    
    61166W101 MONSANTO CO    
    G5960L103 MEDTRONIC PLC 3,301 4,194
    500754106 THE KRAFT HEINZ CO 9,436 6,032
    02079K305 ALPHABET INC CL A 4,445 6,658
    13057Q206 CALIFORNIA RES CORP 47 24
    89469A104 TREEHOUSE FOODS INC    
    717081103 PFIZER INC 2,375 4,623
    92914A810 VOYA INTERNATIONAL R 62,888 51,859
    747525103 QUALCOMM INC 8,659 8,098
    670100205 NOVO NORDISK AS A D 5,306 5,082
    311900104 FASTENAL CO 5,451 6,459
    77957Y106 T ROWE PRICE MID CAP 31,058 36,204
    654624105 NIPPON TELEGRAPH TEL 5,507 5,240
    718546104 PHILLIPS 66 4,361 5,050
    456463108 INDUSTRIAS BACHOCO S 4,723 3,421
    670678200 NUVEEN SMALL CAP VAL 12,682 15,125
    06828M876 BARON EMERGING MARKE 48,499 54,004
    194162103 COLGATE PALMOLIVE CO 2,341 2,223
    126650100 CVS HEALTH CORPORATI 3,376 3,288
    771195104 ROCHE HOLDINGS LTD S 6,076 6,486
    072730302 BAYER AG A D R 1,055 737
    138006309 CANON INC SPONS A D 14,643 12,589
    G1151C101 ACCENTURE PLC CL A 2,908 4,771
    09247X101 BLACKROCK INC 2,108 2,568
    695156109 PACKAGING CORP AMERI 1,974 2,935
    62942M201 NTT DOCOMO INC A D R 5,853 6,359
    585464100 MELCO CROWN ENTERTAI 6,292 4,499
    024932154 AMERICAN CENTURY HIG    
    609207105 MONDELEZ INTERNATION 2,040 2,249
    000375204 ABB LTD A D R 2,718 2,292
    74316J458 CONGRESS MID CAP GRO 30,403 39,740
    G6518L108 NIELSEN HOLDINGS PLC 2,768 1,657
    02079K107 ALPHABET INC CL C 532 1,094
    001317205 AIA GROUP LTD ADR 3,261 4,090
    075887109 BECTON DICKINSON AND 2,509 3,539
    478160104 JOHNSON JOHNSON 2,479 3,379
    358029106 FRESENIUS MED AKTIEN 1,747 1,875
    23636T100 DANONE SPONS A D R 4,277 4,481
    91324P102 UNITED HEALTH GROUP 2,774 6,471
    693483109 POSCO A D R 1,328 1,215
    48268K101 KT CORP SP A D R 7,893 8,641
    75955B102 RELX NV SPON A D R    
    70450Y103 PAYPAL HOLDINGS INC 3,364 6,178
    00203H859 AQR MANAGED FUTURES    
    30225T102 EXTRA SPACE STORAGE    
    896438306 TRINITY BIOTECH PLC    
    74925K581 ROBECO BOSTON PARTNE 55,521 59,500
    31620M106 FIDELITY NATL INFORM 2,872 4,858
    892356106 TRACTOR SUPPLY CO 7,622 11,035
    539830109 LOCKHEED MARTIN CORP 2,914 3,605
    110448107 BRITISH AMERN TOB PL    
    151020104 CELGENE CORPORATION 6,582 4,117
    904784709 UNILEVER N V A D R    
    438516106 HONEYWELL INTERNATIO 2,818 4,109
    60687Y109 MIZUHO FNL GRP A D R 6,302 4,969
    166764100 CHEVRON CORPORATION 2,965 3,687
    65339F101 NEXTERA ENERGY INC 2,756 4,906
    86562M209 SUMITOMO MITSUI FINL 1,689 1,437
    670690387 NUVEEN INFLATION PRO    
    149498107 CAUSEWAY EMERGING MA 51,177 53,576
    500467501 KONINKLIJKE AHOLD DE 4,185 5,515
    17275R102 CISCO SYSTEMS INC 3,367 4,643
    803054204 SAP SE SPONSORED A D    
    N22717107 CORE LABORATORIES N 5,130 3,823
    192446102 COGNIZANT TECHNOLOGY 2,915 3,490
    28176E108 EDWARDS LIFESCIENCES 7,867 11,665
    71646E100 PETRO CHINA COMPANY 1,035 973
    084670702 BERKSHIRE HATHAWAY I 8,519 12,658
    87234N765 TCW EMERGING MARKETS    
    143658300 CARNIVAL CORP 1,474 1,387
    882508104 TEXAS INSTRUMENTS IN 1,532 1,498
    G5494J103 LINDE PLC 2,276 3,022
    30303M102 FACEBOOK INC A 8,528 6,890
    366505105 GARRETT MOTION INC 23 23
    14365C103 CARNIVAL PLC A D R 1,045 950
    98426T106 YY INC A D R 3,921 2,587
    G0177J108 ALLERGAN PLC 1,917 1,723
    09857L108 BOOKING HOLDINGS INC 4,510 5,676
    29446M102 EQUINOR ASA SPON ADR 2,274 2,385
    126132109 CNOOC LTD A D R 4,565 4,548
    84473L105 SOUTH32 W I A D R 67 90
    23304Y100 DBS GROUP HLDGS LTD 1,391 1,353
    76118Y104 RESIDEO TECHNOLOGIES 73 83
    23283R100 CYRUSONE INC 1,752 1,626
    718172109 PHILIP MORRIS INTL 1,836 1,904
    226718104 CRITEO SA SPON A D R 1,509 1,375
    007924103 AEGON N V NY REG SHR 3,025 2,269
    45857P707 INTERCONTINENTAL HOT 2,152 1,868
    759530108 RELX PLC SPON A D R 2,921 3,713
    861012102 STMICROELECTRONICS N 1,500 980
    705015105 PEARSON P L C A D R 1,024 1,104
    69832A205 PANASONIC CORP A D R 1,017 701
    04623U102 ASTELLAS PHARMA INC 1,727 2,067
    456837103 I N G GROEP NV SPONS 1,823 1,208
    20030N101 COMCAST CORP CL A 3,033 3,160

    TY 2017 InvestmentsOtherSchedule2
    Name:
    ALBERT J BUHRMAN CHARITABLE FOUNDATION
    EIN:
    43-6863596
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    84473L105 SOUTH32 W I A D R      
    00203H859 AQR MANAGED FUTURES AT COST 11,464 9,548

    TY 2017 OtherExpensesSchedule
    Name:
    ALBERT J BUHRMAN CHARITABLE FOUNDATION
    EIN:
    43-6863596
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 126 126   0


    TY 2017 OtherIncreasesSchedule
    Name:
    ALBERT J BUHRMAN CHARITABLE FOUNDATION
    EIN:
    43-6863596
    Description Amount
    GAIN ON PY SALES SETTLED IN CY 15,451
    COST BASIS ADJ 164


    TY 2017 TaxesSchedule
    Name:
    ALBERT J BUHRMAN CHARITABLE FOUNDATION
    EIN:
    43-6863596
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PY LIABI 829 0   0
    FOREIGN TAXES 878 878   0
    FEDERAL ESTIMATES PAID 921 0   0