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
THE BAIRD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)936 DELAWARE AVENUE NO 207
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BUFFALO, NY14209
A Employer identification number

16-6023080
B Telephone number (see instructions)

(716) 883-2428
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$9,752,629J Accounting method:
MODIFIED CASH
(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 15,024 15,024  
4 Dividends and interest from securities... 137,602 137,602  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 229,017
b Gross sales price for all assets on line 6a 3,335,101
7 Capital gain net income (from Part IV, line 2)... 229,017
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)....... Click to see attachment 114,964 114,964  
12 Total. Add lines 1 through 11........ 496,607 496,607  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 64,943 12,989   51,954
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 23,141 4,628   18,513
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 15,823 7,911   7,912
c Other professional fees (attach schedule).... Click to see attachment 106,810 82,486   24,324
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,960 0   750
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,843 0  
20 Occupancy.............. 23,036 4,607   18,429
21 Travel, conferences, and meetings....... 2 0   2
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 56,494 10,474   46,020
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 298,052 123,095   167,904
25 Contributions, gifts, grants paid....... 429,981 429,981
26 Total expenses and disbursements. Add lines 24 and 25 728,033 123,095   597,885
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -231,426
b Net investment income (if negative, enter -0-) 373,512
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............. 46,250 4,101 4,101
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet19,892
Less: allowance for doubtful accounts bullet   29,793 19,892 19,892
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)      
b Investments—corporate stock (attach schedule)....... 6,880,460 Click to see attachment6,449,328 6,449,328
c Investments—corporate bonds (attach schedule)....... 1,325,545 Click to see attachment1,002,128 1,002,128
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,414,299 Click to see attachment2,271,749 2,271,749
14 Land, buildings, and equipment: basis bullet49,521
Less: accumulated depreciation (attach schedule) bullet44,090 1,403 Click to see attachment5,431 5,431
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,697,750 9,752,629 9,752,629
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 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.................. 10,697,750 9,752,629
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    
30 Total net assets or fund balances (see instructions)..... 10,697,750 9,752,629
31 Total liabilities and net assets/fund balances (see instructions). 10,697,750 9,752,629
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
10,697,750
2
Enter amount from Part I, line 27a .....................
2
-231,426
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
43,447
4
Add lines 1, 2, and 3 ..........................
4
10,509,771
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
757,142
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
9,752,629
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.)
1 a FREEPORT MCMORRAN COPPER & GOLD P   2018-12-11
b AMAZON.COM P   2018-10-31
c AMERICAN INTL GROUP P   2018-02-08
d AMGEN P   2018-02-27
e AT&T P   2018-10-25
PRICELINE//BOOKING HOLDINGS P   2018-07-11
COLGATE PALMOLIVE P   2018-10-31
CONOCOPHILLIPS CMN P   2018-09-24
EXXON MOBIL CORPORATION P   2018-01-10
EXXON P   2018-01-11
INTERCONTINENTAL EXCHANGE INC. P   2018-05-08
JP MORGAN CHASE P   2018-02-06
MICROSOFT P   2018-11-24
ORACLE CORP P   2018-02-21
ORACLE CORP P   2018-06-20
RESIDEO TECHNOLOGIES INC P   2018-10-04
RESIDEO P   2018-11-02
ROSS STORES P   2018-11-14
SHIRE LIMITED ADRS P   2018-12-06
WALT DISNEY CO P   2018-02-21
WALT DISNEY P   2018-05-21
WELLS FARGO P   2018-02-06
MORGAN STANLEY DUE 8/31/18 P   2018-08-31
TORONTO DOMINION DUE 12/24/18 P   2018-12-24
GS INTERNATIONAL SM CAP INSIGHTS P   2018-12-11
JPMORGAN CHASE LINKED 29778 5/11/18 P   2018-05-11
JPMORGAN CHASE LINKED 33198 7/6/18 P   2018-07-06
GS BOND FUND P   2018-06-01
GS INFLATION PROTECTED SECURITIES FUND P   2018-12-11
GS HIGH YIELD FUND CLASS P P   2018-12-11
GS STRATEGIC INCOME FUND P   2018-12-11
CAPITAL GAIN DISTRIBUTION P   2018-12-31
PCM K-1 S-T CAPITAL LOSS P   2018-12-31
PCM K-1 L-T CAPITAL GAIN P   2018-12-31
(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 115,389   85,782 29,607
b 27,006   3,004 24,002
c 89,435   94,484 -5,049
d 127,664   122,565 5,099
e 88,326   105,645 -17,319
77,668   48,584 29,084
77,990   93,973 -15,983
71,255   39,382 31,873
71,777   68,372 3,405
65,746   60,979 4,767
56,145   36,154 19,991
27,849   10,533 17,316
49,698   40,789 8,909
45,712   44,852 860
72,329   67,226 5,103
1,427   589 838
3,151   1,578 1,573
57,338   35,509 21,829
91,113   65,487 25,626
13,691   14,814 -1,123
99,571   102,604 -3,033
45,140   39,241 5,899
180,600   150,000 30,600
176,100   150,000 26,100
163,203   170,000 -6,797
122,200   100,000 22,200
135,550   100,000 35,550
291,133   300,000 -8,867
97,780   100,000 -2,220
474,465   546,235 -71,770
247,702   274,608 -26,906
35,184     35,184
    33,095 -33,095
35,764     35,764
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       29,607
b       24,002
c       -5,049
d       5,099
e       -17,319
      29,084
      -15,983
      31,873
      3,405
      4,767
      19,991
      17,316
      8,909
      860
      5,103
      838
      1,573
      21,829
      25,626
      -1,123
      -3,033
      5,899
      30,600
      26,100
      -6,797
      22,200
      35,550
      -8,867
      -2,220
      -71,770
      -26,906
      35,184
      -33,095
      35,764
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 2 229,017
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 602,923 9,560,650 0.063063
2016 613,986 9,501,819 0.064618
2015 642,460 10,464,866 0.061392
2014 733,111 10,729,904 0.068324
2013 678,921 10,331,533 0.065713
2
Total of line 1, column (d) .....................
2
0.323110
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
0.064622
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
10,075,046
5
Multiply line 4 by line 3......................
5
651,070
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,735
7
Add lines 5 and 6........................
7
654,805
8
Enter qualifying distributions from Part XII, line 4,.............
8
597,885
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 7,470
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 7,470
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 7,470
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 6,260
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,100
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,360
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 73
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 10 817
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet817 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletNY
    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 addressbulletN/A
    14
    The books are in care ofbulletMS CATHERINE SCHWEITZER Telephone no.bullet (716) 883-2428

    Located atbullet936 DELAWARE AVENUE SUITE 207BUFFALONY ZIP+4bullet14209
    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
     
    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 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
    ARTHUR W CRYER TRUSTEE
    2.00     		0 0 0
    936 DELAWARE AVENUE SUITE 207
    BUFFALO,NY14209
    WILLIAM B IRWIN TRUSTEE
    2.00     		0 0 0
    936 DELAWARE AVENUE SUITE 207
    BUFFALO,NY14209
    CATHERINE F SCHWEITZER EXECUTIVE DIRECTOR
    40.00     		64,943 15,771 0
    936 DELAWARE AVENUE SUITE 207
    BUFFALO,NY14209
    CYNTHIA B STARK TRUSTEE
    2.00     		0 0 0
    936 DELAWARE AVENUE SUITE 207
    BUFFALO,NY14209
    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 (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.............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.........................bullet0
    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
    10,047,324
    b
    Average of monthly cash balances.......................
    1b
    76,030
    c
    Fair market value of all other assets (see instructions)................
    1c
    105,119
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,228,473
    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
    10,228,473
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    153,427
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,075,046
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    503,752
    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
    503,752
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    7,470
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,470
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    496,282
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    496,282
    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
    496,282
    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
    597,885
    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
     
    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
    597,885
    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
    597,885
    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 7 496,282
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 179,747
    b From 2014...... 216,405
    c From 2015...... 129,682
    d From 2016...... 142,053
    e From 2017...... 131,150
    fTotal of lines 3a through e........ 799,037
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 597,885
    a Applied to 2017, 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 2018 distributable amount..... 496,282
    e Remaining amount distributed out of corpus 101,603
    5 Excess distributions carryover applied to 2018. 0 0
    (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 5 900,640
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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 2013 not
    applied on line 5 or line 7 (see instructions) ...     		179,747
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		720,893
    10 Analysis of line 9:
    a Excess from 2014.... 216,405
    b Excess from 2015.... 129,682
    c Excess from 2016.... 142,053
    d Excess from 2017.... 131,150
    e Excess from 2018.... 101,603
    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:
    MS CATHERINE SCHWEITZER
    936 DELAWARE AVENUE SUITE 207
    BUFFALO,NY14209
    (716) 883-2428
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN APPLICATION STATING AMOUNT AND PURPOSE OF REQUEST. INCLUDE 501(C)(3) EXEMPTION, FINANCIAL STATEMENTS, AND LIST OF BOARD OF DIRECTORS. APPLICATION MUST BE SIGNED BY PERSON ON THE GOVERNING BOARD RECEIVING NO COMPENSATION FROM THE ORGANIZATION.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PREFERENCES TO AWARDS IN THE WESTERN NEW YORK AREA.
    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 GUILD OF ORGANISTS - BUFFALO CHAPTER
    7 MAIDEN LANE
    NORTH JAVA,NY14113     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    BAR ROOM BUZZARDS
    208 ANSLEY CT
    BUFFALO,NY14224     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,000
    BUFFALO FINE ARTS ACADEMY
    1285 ELMWOOD AVE
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 750
    BUFFALO MUSEUM OF SCIENCE
    1020 HUMBOLDT PARKWAY
    BUFFALO,NY14211     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    BUFFALO NIAGARA - HERITAGE VILLAGE
    3755 TONAWANDA CREEK RD
    AMHERST,NY14228     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    BUFFALO NIAGARA CONCERT BAND
    533 AMHERST ST
    BUFFALO,NY14207     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    BUFFALO OLMSTED PARK CONSERVANCY
    84 PARKSIDE AVE
    BUFFALO,NY14214     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    BUFFALO OLMSTED PARK CONSERVANCY
    84 PARKSIDE AVE
    BUFFALO,NY14214     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    BUFFALO OLMSTED PARK CONSERVANCY
    85 PARKSIDE AVE
    BUFFALO,NY14214     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    BUFFALO PHILHARMONIC CHORUS INC
    PO BOX 176
    BUFFALO,NY14207     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    BUFFALO PHILHARMONIC ORCHESTRA SOCIETY INC
    786 DELAWARE AVE STE 2
    BUFFALO,NY14209     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 50,000
    BUFFALO PHILHARMONIC ORCHESTRA SOCIETY INC
    786 DELAWARE AVE STE 2
    BUFFALO,NY14209     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    BUFFALO PHILHARMONIC ORCHESTRA SOCIETY INC
    786 DELAWARE AVE STE 2
    BUFFALO,NY14209     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 7,500
    BUFFALO PHILHARMONIC ORCHESTRA SOCIETY INC
    786 DELAWARE AVE STE 2
    BUFFALO,NY14209     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 10,000
    BUFFALO PHILHARMONIC ORCHESTRA SOCIETY INC
    786 DELAWARE AVE STE 2
    BUFFALO,NY14209     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    BUFFALO PHILHARMONIC ORCHESTRA SOCIETY INC
    786 DELAWARE AVE STE 2
    BUFFALO,NY14209     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 10,000
    BUFFALO STRING WORKS
    179 ANDERSON PL
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    BURCHFIELD-PENNEY ART CENTER
    1300 ELMWOOD AVE
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,000
    BURCHFIELD-PENNEY ART CENTER
    1300 ELMWOOD AVE
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    BURCHFIELD-PENNEY ART CENTER
    1300 ELMWOOD AVE
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 550
    BURCHFIELD-PENNEY ART CENTER
    1301 ELMWOOD AVE
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    CAROUSEL SOCIETY OF THE NIAGARA FRONTIER INC
    180 THOMPSON ST
    NORTH TONAWANDA,NY14120     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 135
    GRAYCLIFF CONSERVANCY INC
    6472 LAKE SHORE ROAD
    DERBY,NY14047     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 10,000
    GRAYCLIFF CONSERVANCY INC
    6472 LAKE SHORE ROAD
    DERBY,NY14047     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    GRAYCLIFF CONSERVANCY INC
    6472 LAKE SHORE ROAD
    DERBY,NY14047     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,000
    INTERNATIONAL SKIING HISTORY ASSOCIATION INC
    PO BOX 1064
    MANCHESTER CENTER,VT05255     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    INTERNATIONAL SKIING HISTORY ASSOCIATION INC
    PO BOX 1064
    MANCHESTER CENTER,VT05255     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    KLEINHANS MUSIC HALL MANAGEMENT INC
    3 SYMPHONY CIRCLE
    BUFFALO,NY14201     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    KLEINHANS MUSIC HALL MANAGEMENT INC
    3 SYMPHONY CIRCLE
    BUFFALO,NY14201     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    LAKE CHAMPLAIN MARITIME MUSEUM
    4472 BASIN HARBOR RD
    VERGENNES,VT05491     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    LEGACY CITY CONFERENCE
    79 N PEARL ST
    ALBANY,NY12207     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,000
    LOCUST STREET NEIGHBORHOOD ART CLASSES INC
    138 LOCUST STREET
    BUFFALO,NY14204     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    A MUSICAL FEAST
    745 LAFAYETTE AVENUE
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    NATIONAL COUNCIL AUDITIONS - METROPOLITAN OPERA - GREAT LAKES REGION
    METROPOLITAN OPERA
    NEW YORK,NY10023     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    NEGLIA BALLET ARTISTS
    2495 MAIN ST 600
    BUFFALO,NY14214     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    NEW ENGLAND SKI MUSEUM
    135 TRAMWAY DR
    FRANCONIA,NH03580     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 60,000
    NEW ENGLAND SKI MUSEUM
    135 TRAMWAY DR
    FRANCONIA,NH03580     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    NIAGARA COUNTY HISTORICAL SOCIETY
    215 NIAGARA ST
    LOCKPORT,NY14094     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    OLD FORT NIAGARA ASSOCIATION INCORPORATED
    102 MORROW PLZ
    YOUNGSTOWN,NY14174     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    OLD FORT NIAGARA ASSOCIATION INCORPORATED
    102 MORROW PLZ
    YOUNGSTOWN,NY14174     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 100
    PIERCE HALL COMMUNITY CENTER INC
    38 S MAIN ST
    ROCHESTER,VT05767     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    PIERCE HALL COMMUNITY CENTER INC
    38 S MAIN ST
    ROCHESTER,VT05767     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    RICHARDSON OLMSTED CAMPUS
    444 FOREST AVE
    BUFFALO,NY14213     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    RICHARDSON OLMSTED CAMPUS
    445 FOREST AVE
    BUFFALO,NY14213     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    ROCHESTER PUBLIC LIBRARY
    65 SOUTH MAIN STREET
    ROCHESTER,NY03867     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    THE SATURN CLUB FOUNDATION
    977 DELAWARE AVE
    BUFFALO,NY14209     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    SHEA'S PERFORMING ARTS CENTER
    650 MAIN ST
    BUFFALO,NY14202     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION
    641 DELAWARE AVE
    BUFFALO,NY14202     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,250
    THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION
    641 DELAWARE AVE
    BUFFALO,NY14202     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION
    641 DELAWARE AVE
    BUFFALO,NY14202     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 100
    US NATIONAL SKI AND SNOWBOARD HALL OF FAME
    PO BOX 191 610 PALMS AVE
    ISHPEMING,MI49849     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,000
    WESTERN NEW YORK HERITAGE PRESS INC
    495 PINE RIDGE HERITAGE BLVD
    CHEEKTOWAGA,NY14225     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    WESTERN NEW YORK PUBLIC BROADCASTING ASSOCIATION
    PO BOX 1263
    BUFFALO,NY14240     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    YOUNG AUDIENCES OF WNY INC
    1 LAFAYETTE SQUARE
    BUFFALO,NY14203     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    ALLENTOWN ASSOCIATION INC
    61 COLLEGE ST
    BUFFALO,NY14201     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    BUFFALO GREEN FUND INC
    PO BOX 282
    EAST AMHERST,NY14051     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    BUFFALO NIAGARA PARTNERSHIP FOUNDATION
    257 W GENESEE ST
    BUFFALO,NY14202     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 636
    BUFFALO NIAGARA PARTNERSHIP FOUNDATION
    257 W GENESEE ST
    BUFFALO,NY14202     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 655
    CLEAN AIR COALITION OF WESTERN NEW YORK
    52 LINWOOD AVE
    BUFFALO,NY14209     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    COMMUNITY FOUNDATION OF SARASOTA COUNTY INC
    2635 FRUITVILLE ROAD
    SARASOTA,FL34237     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 15,000
    CRIME STOPPERS
    95 FRANKLIN ST
    BUFFALO,NY14202     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    ELMWOOD VILLAGE ASSOCIATION
    875 ELMWOOD AVE
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    FBI BUFFALO CITIZENS ACADEMY ALUMNI ASSOCIATION
    ONE FBI PLAZA
    BUFFALO,NY14202     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 84
    FBI BUFFALO CITIZENS ACADEMY ALUMNI ASSOCIATION
    ONE FBI PLAZA
    BUFFALO,NY14202     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,525
    FBI BUFFALO CITIZENS ACADEMY ALUMNI ASSOCIATION
    ONE FBI PLAZA
    BUFFALO,NY14202     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 26
    FBI BUFFALO CITIZENS ACADEMY ALUMNI ASSOCIATION
    ONE FBI PLAZA
    BUFFALO,NY14202     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 195
    FBI BUFFALO CITIZENS ACADEMY ALUMNI ASSOCIATION
    ONE FBI PLAZA
    BUFFALO,NY14202     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 100
    JUNIOR LEAGUE OF BUFFALO
    45 ELMWOOD AVE
    BUFFALO,NY14201     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    LET THERE BE LIGHT
    640 ELLICOTT ST
    BUFFALO,NY14203     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    NATIONAL FEDERATION FOR JUST COMMUNITIES OF WNY
    360 DELAWARE AVE
    BUFFALO,NY14202     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    NATIONAL FEDERATION FOR JUST COMMUNITIES OF WNY
    360 DELAWARE AVE
    BUFFALO,NY14202     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,000
    NATIONAL FEDERATION FOR JUST COMMUNITIES OF WNY
    360 DELAWARE AVE
    BUFFALO,NY14202     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    UNITED WAY OF BUFFALO AND ERIE COUNTY
    45 ELM ST
    BUFFALO,NY14203     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    VERMONT PUBLIC RADIO
    365 TROY AVE
    COLCHESTER,VT05446     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    VOICE BUFFALO
    2495 MAIN STREET 547
    BUFFALO,NY14214     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    HAUPTMAN WOODWARD MEDICAL RESEARCH INSTITUTE INC
    700 ELLICOTT ST
    BUFFALO,NY14203     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    HAUPTMAN WOODWARD MEDICAL RESEARCH INSTITUTE INC
    700 ELLICOTT ST
    BUFFALO,NY14203     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    OLMSTED CENTER FOR SIGHT
    1170 MAIN ST
    BUFFALO,NY14209     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 4,000
    RONALD MCDONALD HOUSE
    780 W FERRY ST
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,995
    ROSWELL PARK ALLIANCE FOUNDATION
    901 WASHINGTON ST
    BUFFALO,NY14203     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    AMERICAN SNOWSPORTS EDUCATION ASSOCIATION
    133 S VAN GORDON ST
    LAKEWOOD,CO80228     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    BERKSHIRE SCHOOL
    245 N UNDERMOUNTAIN ROAD
    SHEFFIELD,MA01257     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    THE BISON CHILDREN'S SCHOLARSHIP FUND
    284 DELAWARE AVE
    BUFFALO,NY14202     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 200
    THE BUFFALO SEMINARY
    205 BIDWELL PKWY
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 10,000
    THE BUFFALO SEMINARY
    205 BIDWELL PKWY
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    CHARACTER DEVELOPMENT INITIATIVE
    65 NIAGARA SQUARE
    BUFFALO,NY14202     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 900
    CHARACTER DEVELOPMENT INITIATIVE
    66 NIAGARA SQUARE
    BUFFALO,NY14202     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    CITY YEAR INC
    2495 MAIN ST
    BUFFALO,NY14214     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    NARDIN ACADEMY
    700 W FERRY ST
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    NARDIN ACADEMY
    700 W FERRY ST
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    NARDIN ACADEMY
    700 W FERRY ST
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    NICHOLS SCHOOL OF BUFFALO
    1250 AMHERST ST
    BUFFALO,NY14216     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    NICHOLS SCHOOL OF BUFFALO
    1250 AMHERST ST
    BUFFALO,NY14216     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    NICHOLS SCHOOL OF BUFFALO
    1250 AMHERST ST
    BUFFALO,NY14216     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    NICHOLS SCHOOL OF BUFFALO
    1250 AMHERST ST
    BUFFALO,NY14216     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    THE PARK SCHOOL
    171 GODDARD AVE
    BROOKLINE,MA02445     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    PSIA EASTERN EDUCATIONAL FOUNDATION
    1-A LINCOLN AVE
    ALBANY,NY12205     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    RIDLEY COLLEGE SCHOLARSHIP FUND INC
    PO BOX 3013 2 RIDLEY ROAD
    ONTARIO    
    CA     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    ROCHESTER INSTITUTE OF TECHNOLOGY
    60 LOMB MEMORIAL DRIVE
    ROCHESTER,NY14623     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    ST JOSEPH'S COLLEGIATE INSTITUTE
    845 KENMORE AVE
    BUFFALO,NY14223     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    STATE UNIVERSITY OF NEW YORK AT BUFFALO
    12 CAPEN HALL
    BUFFALO,NY14260     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    BUFFALO MUSEUM OF SCIENCE
    1020 HUMBOLDT PARKWAY
    BUFFALO,NY14211     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    CENTRAL VERMONT HUMANE SOCIETY
    1589 VT ROUTE 14 S
    EAST MONTPELIER,VT05651     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    CITY OF BUFFALO ANIMAL SHELTER
    380 OAK ST
    BUFFALO,NY14203     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    CLEAN AIR COALITION OF WESTERN NEW YORK
    52 LINWOOD AVE
    BUFFALO,NY14209     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 180
    GREAT OLD BROADS FOR WILDERNESS
    605 E 7TH AVE
    DURANGO,CO81301     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    HOPE FOR CATS INC
    PO BOX 243
    NORTH BOSTON,NY14110     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    LEAHY CENTER FOR LAKE CHAMPLAIN INC
    1 COLLEGE ST
    BURLINGTON,VT05401     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    NATURAL RESOURCES DEFENSE COUNCIL INC
    40 W 20TH ST
    NEW YORK,NY10011     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    NORTH AMERICAN BEAR CENTER
    1926 HWY 169
    ELY,MN55731     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    NORTHEAST WILDERNESS TRUST
    17 STATE ST STE 302
    MONTPELIER,VT05602     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    SAVE OUR STRAYS ASSOCIATION
    PO BOX 167
    HUNTINGTON,VT05462     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    SEABIRD RESTORATION PROGRAMAUDUBON
    159 SAPSUCKER WOODS RD
    ITHACA,NY14850     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    SEARCH DOG FOUNDATION
    6800 WHEELER CANYON ROAD
    SANTA PAULA,CA93060     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    SEARCH DOG FOUNDATION
    6800 WHEELER CANYON ROAD
    SANTA PAULA,CA93060     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    424 E 92ND ST
    NEW YORK,NY10128     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    VERMONT LAND TRUST
    10 FURNACE GROVE RD
    BENNINGTON,VT05201     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    VERMONT NATURAL RESOURCES COUNCIL
    9 BAILEY AVE
    MONTPELIER,VT05602     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    VERMONT NATURAL RESOURCES COUNCIL
    9 BAILEY AVE
    MONTPELIER,VT05602     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    THE VERMONT RIVER CONSERVANCY
    29 MAIN ST
    MONTPELIER,VT05602     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    WHITE RIVER PARTNERSHIP
    4266 VT ROUTE 14
    SOUTH ROYALTON,VT05068     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    WILDLIFE RESEARCH INSTITUTE
    145 WEST CONAN ST
    ELY,MN55731     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,000
    ZOOLOGICAL SOCIETY OF BUFFALO INC
    300 PARKSIDE AVE
    BUFFALO,NY14214     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 100
    BRISTOL HOME INC
    1500 MAIN ST
    BUFFALO,NY14209     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    BUFFALO CITY MISSION
    100 E TUPPER ST
    BUFFALO,NY14203     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    CANOPY OF NEIGHBORS
    805 DELAWARE AVE
    BUFFALO,NY14209     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    DOUBLE H HOLE RANCH INC
    97 HIDDEN VALLEY ROAD
    LAKE LUZERNE,NY12846     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    DRAGONHEART VT
    PO BOX 65301
    BURLINGTON,VT05406     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,500
    FAMILIES OF FANA -WNY INC
    1048 NIAGARA ST
    BUFFALO,NY14213     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    FRIENDS OF NIGHT PEOPLE INC
    394 HUDSON ST
    BUFFALO,NY14201     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    GLIDING STARS
    1307 MILITARY ROAD
    BUFFALO,NY14217     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    PARK HOUSE COMMUNITY CARE
    7 ST PETERSGATE
    STOCKPORT    
    UK     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    PLANNED PARENTHOOD OF WESTERN NEW YORK INC
    114 UNIVERSITY AVE
    ROCHESTER,NY14605     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    716 SQUASH
    PO BOX 372
    BUFFALO,NY14207     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    ALGONQUIN CAMPERSHIP FUND
    500 EAST AVENUE
    ROCHESTER,NY14607     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    BOYS & GIRLS CLUBS OF BUFFALO INC
    282 BABCOCK ST
    BUFFALO,NY14210     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    BOYS & GIRLS CLUBS OF BUFFALO INC
    282 BABCOCK ST
    BUFFALO,NY14210     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 25,000
    BOYS & GIRLS CLUBS OF BUFFALO INC
    282 BABCOCK ST
    BUFFALO,NY14210     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 10,000
    BOYS & GIRLS CLUBS OF BUFFALO INC
    282 BABCOCK ST
    BUFFALO,NY14210     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,000
    WEST SIDE ROWING CLUB
    40 PORTER AVE
    BUFFALO,NY14201     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    WILLIE HUTCH JONES EDUCATIONAL & SPORTS PROGRAMS
    26 WRIGHT AVE
    BUFFALO,NY14215     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
    443 CONGRESS STREET
    PORTLAND,ME04101     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    COLUMBUS SCHOOL FOR GIRLS
    56 S COLUMBIA AVE
    COLUMBUS,OH43209     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    Total .................................bullet 3a 429,981
    bApproved for future payment
    A MUSICAL FEAST
    745 LAFAYETTE AVENUE
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    AMERICAN SNOWSPORTS EDUCATION ASSOCIATION
    133 S VAN GORDON ST
    LAKEWOOD,CO80228     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    BAR ROOM BUZZARDS
    208 ANSLEY CT
    BUFFALO,NY14224     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,000
    BOYS & GIRLS CLUBS OF BUFFALO INC
    282 BABCOCK ST
    BUFFALO,NY14210     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 10,000
    BOYS & GIRLS CLUBS OF BUFFALO INC
    282 BABCOCK ST
    BUFFALO,NY14210     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 75,000
    BRISTOL HOME INC
    1500 MAIN ST
    BUFFALO,NY14209     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    BUFFALO AND ERIE COUNTY BOTANICAL GARDENS SOCIETY INC
    2655 SOUTH PARK AVE
    BUFFALO,NY14218     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 30,000
    BUFFALO CITY MISSION
    100 E TUPPER ST
    BUFFALO,NY14203     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 20,000
    BUFFALO CITY MISSION
    100 E TUPPER ST
    BUFFALO,NY14203     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    BUFFALO FINE ARTS ACADEMY
    1285 ELMWOOD AVE
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 750
    BUFFALO GREEN FUND INC
    PO BOX 282
    EAST AMHERST,NY14051     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    BUFFALO PHILHARMONIC CHORUS INC
    PO BOX 176
    BUFFALO,NY14207     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    BUFFALO PHILHARMONIC ORCHESTRA SOCIETY INC
    786 DELAWARE AVE STE 2
    BUFFALO,NY14209     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 150,000
    BUFFALO PHILHARMONIC ORCHESTRA SOCIETY INC
    786 DELAWARE AVE STE 2
    BUFFALO,NY14209     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 10,000
    BUFFALO MUSEUM OF SCIENCE
    1020 HUMBOLDT PARKWAY
    BUFFALO,NY14211     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    BUFFALO SEMINARY
    205 BIDWELL PKWY
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 30,000
    BUFFALO SEMINARY
    205 BIDWELL PKWY
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    BUFFALO STRING WORKS
    179 ANDERSON PL
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    BURCHFIELD PENNEY ART CENTER
    1300 ELMWOOD AVE
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    BURCHFIELD PENNEY ART CENTER
    1300 ELMWOOD AVE
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    BURCHFIELD PENNEY ART CENTER
    1300 ELMWOOD AVE
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,000
    CANOPY OF NEIGHBORS
    805 DELAWARE AVE
    BUFFALO,NY14209     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    CAROUSEL SOCIETY OF THE NIAGARA FRONTIER INC
    180 THOMPSON ST
    NORTH TONAWANDA,NY14120     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 135
    CENTRAL VERMONT HUMAN SOCIETY
    1589 VT ROUTE 14 S
    EAST MONTPELIER,VT05651     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    CITRS INC
    40 MORRIS AVE 230
    BRYN MAWR,PA19010     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    CITY OF BUFFALO ANIMAL SHELTER
    380 OAK ST
    BUFFALO,NY14203     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    CITY YEAR INC
    2495 MAIN ST
    BUFFALO,NY14214     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 10,000
    CLEAN AIR COALITION OF WESTERN NEW YORK
    52 LINWOOD AVE
    BUFFALO,NY14209     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    COMMUNITY FOUNDATION OF SARASOTA COUNTY INC
    2635 FRUITVILLE ROAD
    SARASOTA,FL34237     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 15,000
    CRIME STOPPERS
    95 FRANKLIN ST
    BUFFALO,NY14202     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,600
    DOUBLE H RANCH INC
    97 HIDDEN VALLEY ROAD
    LAKE LUZERNE,NY12846     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    DRAGONHEART VERMONT INC
    PO BOX 65301
    BURLINGTON,VT05406     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,500
    EPISCOPAL DIOCESE OF WESTERN NEW YORK
    1047 AMSTERDAM AVE
    NEW YORK,NY10025     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 25,000
    ERIE COUNTY MEDICAL CENTER CORPORATION
    462 GRIDER ST
    BUFFALO,NY14215     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 30,000
    THE FRIENDS OF NIGHT PEOPLE INC
    394 HUDSON ST
    BUFFALO,NY14201     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    GLIDING STARS
    1307 MILITARY ROAD
    BUFFALO,NY14217     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    GRAYCLIFF CONSERVANCY INC
    6472 LAKE SHORE ROAD
    DERBY,NY14047     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 20,000
    GREAT OLD BROADS FOR WILDERNESS
    605 E 7TH AVE
    DURANGO,CO81301     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    HAUPTMAN WOODWARD MEDICAL RESEARCH INSTITUTE INC
    700 ELLICOTT ST
    BUFFALO,NY14203     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,500
    BUFFALO HISTORY MUSEUM
    1 MUSEUM CT
    BUFFALO,NY14216     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    BUFFALO HISTORY MUSEUM
    1 MUSEUM CT
    BUFFALO,NY14216     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    INTERNATIONAL SKIING HISTORY ASSOCIATION INC
    PO BOX 1064
    MANCHESTER CENTER,VT05255     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    KLEINHANS MUSIC HALL MANAGEMENT INC
    3 SYMPHONY CIRCLE
    BUFFALO,NY14201     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    LET THERE BE LIGHT
    640 ELLICOTT ST
    BUFFALO,NY14203     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    METROPOLITAN OPERA - NATIONAL COUNCIL AUDITIONS
    LINCOLN CENTER
    NEW YORK,NY10023     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    NARDIN ACADEMY
    700 W FERRY ST
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    NARDIN ACADEMY
    700 W FERRY ST
    BUFFALO,NY14222     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    NATURAL RESOURCES DEFENSE COUNCIL INC
    40 W 20TH ST
    NEW YORK,NY10011     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    NEW ENGLAND SKI MUSEUM
    135 TRAMWAY DR
    FRANCONIA,NH03580     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 130,000
    NEW ENGLAND SKI MUSEUM
    135 TRAMWAY DR
    FRANCONIA,NH03580     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    NIAGARA COUNTY HISTORICAL SOCIETY
    215 NIAGARA ST
    LOCKPORT,NY14094     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    NICHOLS SCHOOL OF BUFFALO
    1250 AMHERST ST
    BUFFALO,NY14216     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    NICHOLS SCHOOL OF BUFFALO
    1250 AMHERST ST
    BUFFALO,NY14216     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    NORTH AMERICAN BEAR CENTER
    1926 HWY 169
    ELY,MN55731     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    NORTHEAST WILDERNESS TRUST
    17 STATE ST STE 302
    MONTPELIER,VT05602     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    OLD FORT NIAGARA ASSOCIATION INCORPORATED
    102 MORROW PLZ
    YOUNGSTOWN,NY14174     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    PARK HOUSE COMMUNITY CARE
    7 ST PETERSGATE
    STOCKPORT    
    UK     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    PLANNED PARENTHOOD OF WESTERN NEW YORK INC
    114 UNIVERSITY AVE
    ROCHESTER,NY14605     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    PSIA EASTERN EDUCATIONAL FOUNDATION
    1-A LINCOLN AVE
    ALBANY,NY12205     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    RICHARDSON CENTER CORP
    444 FOREST AVE
    BUFFALO,NY14213     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 20,000
    RICHARDSON CENTER CORP
    444 FOREST AVE
    BUFFALO,NY14213     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    RIDLEY COLLEGE SCHOLARSHIP FUND INC
    PO BOX 3013 2 RIDLEY ROAD
    ONTARIO    
    CA     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    ROCHESTER PUBLIC LIBRARY
    65 SOUTH MAIN STREET
    ROCHESTER,NY14534     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    ROSWELL PARK ALLIANCE FOUNDATION
    901 WASHINGTON ST
    BUFFALO,NY14203     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    SATURN CLUB FOUNDATION
    977 DELAWARE AVE
    BUFFALO,NY14209     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    SAVE OUR STRAYS ASSOCIATION
    PO BOX 167
    HUNTINGTON,VT05462     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    424 E 92ND ST
    NEW YORK,NY10128     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    ST JOSEPH'S COLLEGIATE INSTITUTE
    845 KENMORE AVE
    BUFFALO,NY14223     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    STATE UNIVERSITY OF NEW YORK AT BUFFALO
    12 CAPEN HALL
    BUFFALO,NY14260     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 5,000
    THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION
    641 DELAWARE AVE
    BUFFALO,NY14202     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 100
    THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION
    641 DELAWARE AVE
    BUFFALO,NY14202     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    US NATIONAL SKI AND SNOWBOARD HALL OF FAME
    PO BOX 191 610 PALMS AVE
    ISHPEMING,MI49849     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,000
    UNITED WAY OF BUFFALO & ERIE COUNTY
    45 ELM ST
    BUFFALO,NY14203     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    UPSTATE FALCONS
    2777 BAILEY AVE
    BUFFALO,NY14215     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    VERMONT LAND TRUST
    10 FURNACE GROVE RD
    BENNINGTON,VT05201     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    VERMONT NATURAL RESOURCES COUNCIL
    9 BAILEY AVE
    MONTPELIER,VT05602     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    VERMONT PUBLIC RADIO
    365 TROY AVE
    COLCHESTER,VT05446     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    VERMONT RIVER CONSERVANCY
    29 MAIN ST
    MONTPELIER,VT05602     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    WEST SIDE ROWING CLUB
    40 PORTER AVE
    BUFFALO,NY14201     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 500
    WESTERN NEW YORK HERITAGE PRESS INC
    495 PINE RIDGE HERITAGE BLVD
    CHEEKTOWAGA,NY14225     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    WESTERN NEW YORK HERITAGE PRESS INC
    495 PINE RIDGE HERITAGE BLVD
    CHEEKTOWAGA,NY14225     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,500
    WESTERN NEW YORK PUBLIC BROADCASTING ASSOCIATION
    PO BOX 1263
    BUFFALO,NY14240     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 7,500
    WHITE RIVER PARTNERSHIP
    4266 VT ROUTE 14
    SOUTH ROYALTON,VT05068     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 250
    WILDLIFE RESEARCH INSTITUTE
    145 WEST CONAN ST
    ELY,MN55731     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 3,000
    ZOOLOGICAL SOCIETY OF BUFFALO INC
    300 PARKSIDE AVE
    BUFFALO,NY14214     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 100
    PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
    443 CONGRESS STREET
    PORTLAND,ME04101     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 1,000
    COLUMBUS SCHOOL FOR GIRLS
    56 S COLUMBIA AVE
    COLUMBUS,OH43209     		NONE OTHER PUBLIC CHARITY UNRESTRICTED 2,000
    Total .................................bullet 3b 702,935
    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 15,024  
    4 Dividends and interest from securities....     14 137,602  
    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.....     14 114,964  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 229,017  
    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).. 0 496,607 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    496,607
    (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 (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:
    THE BAIRD FOUNDATION
    EIN:
    16-6023080
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDITING FEES 15,823 7,911   7,912

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

    TY 2018 DepreciationSchedule
    Name:
    THE BAIRD FOUNDATION
    EIN:
    16-6023080
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMPUTER 2010-01-07 1,205 1,205 SL 5.000000000000 0 0    
    COMPUTER SCREEN 2010-01-27 250 250 SL 5.000000000000 0 0    
    BACK UP DRIVE AND DISKS 2010-05-28 610 610 SL 5.000000000000 0 0    
    COPIER 2010-10-25 1,033 1,033 SL 5.000000000000 0 0    
    COMPUTER 2012-08-22 1,022 1,022 SL 5.000000000000 0 0    
    OFFICE FRIDGE 2014-01-01 546 436 SL 5.000000000000 110 0    
    CFS LAPTOP 2014-01-01 1,678 1,344 SL 5.000000000000 334 0    
    FURNITURE AND EQUIPMENT 2016-01-01 1,598 640 SL 5.000000000000 321 0    
    FURNITURE AND EQUIPMENT 2010-01-07 35,708 35,707 SL 5.000000000000 0 0    
    LAPTOP 2018-01-01 1,300   SL 5.000000000000 260 0    
    COPIER 2018-01-01 4,091   SL 5.000000000000 818 0    
    FILING CABINETS 2018-12-31 480   SL 5.000000000000 0 0    

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE BAIRD FOUNDATION
    EIN:
    16-6023080
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GENERAL DYNAMICS CORP 2.875% 5/11/2020 50,035 50,035
    GS BANK USA 950,869 950,869
    TOTAL CASH, DEPOSITS, + MM 1,224 1,224

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE BAIRD FOUNDATION
    EIN:
    16-6023080
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY 30,978 30,978
    ABBOTT LABS 36,599 36,599
    ABBVIE INC 39,273 39,273
    ACCENTURE PLC 25,241 25,241
    ADOBE INC 31,447 31,447
    ADVANCE AUTO PARTS 3,149 3,149
    AES CORP 2,530 2,530
    AFLAC INC 9,476 9,476
    AGIENT TECHNOLOGIES 6,139 6,139
    AIR PRODUCTS AND CHEM 9,763 9,763
    AKAMAI TECH 2,871 2,871
    ALASKA AIR 2,069 2,069
    ALBEMARLE CORP 2,389 2,389
    ALEXANDRIA REAL ESTATE EQUITIES INC 3,572 3,572
    ALLERGEN PUBLIC LIMITED CO 12,029 12,029
    ALLIANCE DATA SYS 2,251 2,251
    ALLIANT ENERGY 3,211 3,211
    ALLSTATE CORP 8,346 8,346
    ALPHABET INC A (FORMERLY GOOGLE) 144,204 144,204
    ALPHABET INC C 35,211 35,211
    AMAZON 172,727 172,727
    AMEREN CORP 4,501 4,501
    AMERICAN AIRLINES 3,853 3,853
    AMERICAN ELECTRIC POWER INC 9,940 9,940
    AMERICAN EXPRESS CO 19,159 19,159
    AMERICAN INTERNATIONAL GROUP 9,971 9,971
    AMERICAN TOWER CORP 20,407 20,407
    AMERPRISE FINANCIAL 5,427 5,427
    AMGEN INC 35,625 35,625
    ANTHEM INC 19,172 19,172
    AON PLC 9,448 9,448
    APPLE INC 204,273 204,273
    APPLIED MATERIALS 8,905 8,905
    APTIV PLC 4,433 4,433
    ARCHER DANIELS MIDLAND CO 6,391 6,391
    ARCONIC INC 1,973 1,973
    AT&T INC 58,307 58,307
    AUTODESK INC 7,845 7,845
    AVALONBAY COMMUNITIES INC 6,788 6,788
    AVERY DENNISON 2,605 2,605
    BAKER HUGHES 3,139 3,139
    BALL CORP 4,000 4,000
    BANK OF AMERICA CORP 64,655 64,655
    BAXTER INTERNATIONAL 9,149 9,149
    BECTON DICKINSON AND CO 16,899 16,899
    BEST BUY CO 3,654 3,654
    BIRDGEN INC 17,152 17,152
    BLACKROCK INC 14,927 14,927
    BORGWARNER INC 2,015 2,015
    BOSTON PROPERTIES INC 5,853 5,853
    BOSTON SCIENTIFIC CORP 13,606 13,606
    BRISTOL MYERS SQUIBB 24,119 24,119
    BROWN FORMAN CORP 2,379 2,379
    CAMPBELL SOUP CO 1,946 1,946
    CAPITAL ONE FINANCIAL 10,583 10,583
    CARDINAL HEALTH 3,969 3,969
    CARMAX 3,011 3,011
    CARNIVAL CORP 5,620 5,620
    CATERPILLAR INC 21,729 21,729
    CBOE GLOBALMKTS INC 3,228 3,228
    CBRE GROUP INC 3,564 3,564
    CELGENE CORP 13,074 13,074
    CHARLES SCHWAB 15,449 15,449
    CHIPOTLE MEXICAN GRILL INC 3,023 3,023
    CHUBB LIMITED 16,793 16,793
    CIGNA CORP 13,104 13,104
    CISCO SYSTEMS 56,329 56,329
    CITIGROUP INC 37,327 37,327
    CLOROX CO 5,395 5,395
    CMS ENERGY CORP 4,866 4,866
    COCA COLA CO 51,043 51,043
    COGNIZANT TECHNOLOGY SOLUTIONS CORP 10,284 10,284
    COLGATE PALMOLIVE 14,523 14,523
    COMCAST CORP 44,095 44,095
    COMERICA INC 3,091 3,091
    CONAGRA BRANDS 2,862 2,862
    CSX CORP 14,104 14,104
    CUMMINS INC 5,613 5,613
    CVS HEALTH CORP 24,177 24,177
    D R HORTKON INC 3,362 3,362
    DARDEN RESTAURANTS INC 3,295 3,295
    DAVITA INC 1,904 1,904
    DEERE & CO 13,574 13,574
    DELTA AIR LINES INC 8,932 8,932
    DIGITAL REALTY TRUST INC 5,967 5,967
    DOMINON ENERGY INC 13,720 13,720
    DOWDUPONT INC 35,885 35,885
    DTE ENERGY CO 6,066 6,066
    DUKE ENERGY CORP 18,641 18,641
    DUKE REALTY CORP 2,797 2,797
    DXC TECHNOLOGY CO 4,307 4,307
    EASTMAN CHEMICAL CO 2,851 2,851
    EATON CORP 8,171 8,171
    ECOLAB INC 9,578 9,578
    EDWARDS LIFE SCIENCES CORP 9,037 9,037
    ELI LILLY & CO 31,360 31,360
    EMERSON ELECTRIC 11,293 11,293
    ENTERGY CORP 4,390 4,390
    EQUINIX INC REIT 8,109 8,109
    EQUITY RESIDENTIAL 7,393 7,393
    ESTEE LAUDER COS 8,326 8,326
    EVERSOURCE ENERGY 6,049 6,049
    EXELON CORP 11,997 11,997
    EXPEDIA GROUP INC 3,830 3,830
    EXPEDITORS INTERNATIONAL OF WA 2,996 2,996
    FEDERAL REALTY INVEST TRUST SBI 2,715 2,715
    FEDERATED HIGH YIELD BOND FUND 292,740 292,740
    FEDEX CORP 11,132 11,132
    FIFTH THIRD BANCORP 4,212 4,212
    FLOWSERVE CORP 1,255 1,255
    FMC CORP 2,663 2,663
    FORD MOTOR CO 8,231 8,231
    FRANKLIN RESOURCES 3,203 3,203
    FREEPORT MCMORAN INC 4,165 4,165
    G&S CASH 1,941 1,941
    G&S CASH 8,268 8,268
    G&S EMERGING MARKETS EQUITY FUND CLASSP 181,604 181,604
    G&S HIGH YIELD FLOATING RATE FUNF CLASS P 151,598 151,598
    G&S SMALL/MID CAP GROWTH FUND CLASSP 208,366 208,366
    GAP INC 1,700 1,700
    GARMIN LTD 1,773 1,773
    GENERAL ELECTRIC CO 18,675 18,675
    GENERAL MILLS 6,659 6,659
    GENERAL MOTORS CO 12,544 12,544
    GS BANK DEPOSIT 221,765 221,765
    GS BANK DEPOSITS AND $ 200 200
    H&R BLOCK 1,345 1,345
    HALLIBURTON CO 6,592 6,592
    HANESBRANDS INC 1,190 1,190
    HARLEY DAVIDAON 1,570 1,570
    HARTFORD FINANCIAL 4,623 4,623
    HASBRO INC 2,519 2,519
    HCA HEALTHCARE 9,334 9,334
    HCP INC 3,938 3,938
    HENRY SCHEIN INC 3,062 3,062
    HEWLETT PACKARD ENTERPRISE CO 5,376 5,376
    HILTON WORLDWIDE HOLDINGS INC 5,888 5,888
    HIS MARKIT LTD 4,749 4,749
    HOLLYFRONTIER CORP 2,249 2,249
    HORMEL FOODS CORP 2,603 2,603
    HOST HOTELS & RESORTS INC 3,417 3,417
    HP INC 8,961 8,961
    HUMANA INC 10,886 10,886
    HUNTINGKTON BANCSHARES INC 3,421 3,421
    INCYTE CORP 3,179 3,179
    INGERSOLL RAND PLC 5,747 5,747
    INTEL CORP 60,634 60,634
    INTERNATIONAL PAPER CO 4,884 4,884
    INTERPUBLIC GROUP COS 2,063 2,063
    INTL BUSINESS MACHINES CORP 29,668 29,668
    INTL FLAVORS & FRAGRANCE 3,491 3,491
    INVESCO LTD 3,013 3,013
    IRON MOUNTAIN INC 2,722 2,722
    ISHARES MSCI EAFE INTERNATIONAL INDEX FUND K SHARES 196,985 196,985
    J M SMUCKER CO 3,085 3,085
    JOHNSON & JOHNSON 97,304 97,304
    JOHNSON CONTROLD INTERNATIONAL 7,620 7,620
    JPMORGAN CHASE & CO 93,325 93,325
    KELLOGG CO 4,333 4,333
    KEYCORP 4,316 4,316
    KIMBERLY CLARK CORP 11,850 11,850
    KIMCO REALTY CORP 2,110 2,110
    KLA TENCOR CORP 3,669 3,669
    KOHL"S CORP 3,184 3,184
    L BRANDS INC 1,592 1,592
    LAM RESEARCH CORP 5,991 5,991
    LINCOLN NATL CORP 3,284 3,284
    LINDE PLC 24,030 24,030
    LOWES COMPANIES 20,873 20,873
    MACERICH CO 1,515 1,515
    MACY"S INC 2,650 2,650
    MARATHON PETROLEUM CORP 11,330 11,330
    MARRIOTT INTERNALTIONAL INC 8,793 8,793
    MARSH & MCCLENNAN CO 10,607 10,607
    MATTEL INC 1,019 1,019
    MCCORMICK & CO 4,177 4,177
    MCDONALDS CORP 38,710 38,710
    MCKESSON CORP 6,297 6,297
    MEDTRONIC PUBLIC LIMITED COMPA 34,201 34,201
    MEITTLER TOLEDO INTL 3,959 3,959
    MERCK & CO 57,002 57,002
    METLIFE INC 12,852 12,852
    MGM RESORTS INTERNATIONAL 3,615 3,615
    MICROCHIP TECHNOLOGY INC 4,531 4,531
    MICRON TECHNOLOGY INC 10,407 10,407
    MICROSOFT CORP COMMON 219,290 219,290
    MOHAWK INDUSTRIES INC 2,339 2,339
    MOLSON COORS BREWING CO 2,976 2,976
    MONDELEZ INTERNATEIONAL INC 16,893 16,893
    MOODY'S CORP 7,002 7,002
    MORGAN STANLEY 16,574 16,574
    MORGAN STANLEY FINANCE 89,890 89,890
    MOSAIC CO 2,863 2,863
    MOTOROLA SOLUTIONS INC 4,832 4,832
    NASDAQ INC 2,937 2,937
    NAVIDIA CORP 22,962 22,962
    NEWELL BRANDS INC 2,287 2,287
    NEWPORT MINING CORP 5,059 5,059
    NEWS CORP 1,090 1,090
    NEXTERA ENERGYU INC 22,423 22,423
    NIELSEN HLDGS PLC 2,520 2,520
    NIKE CLASS B 27,284 27,284
    NISOURCE INC 2,611 2,611
    NORDSTROM INC 1,445 1,445
    NORFOLK SOUTHERN CORP 11,664 11,664
    NORTHERN TRUST CORP 8,025 8,025
    NORWEGIAN CRUISE LINE 2,586 2,586
    NRG ENERGY INC 3,366 3,366
    OMNICOM GROUP 4,614 4,614
    ONEOK INC 5,988 5,988
    ORACLE CORP 35,894 35,894
    PEPSICO INC 43,640 43,640
    PERRIGO CO 1,356 1,356
    PFIZER INC 72,110 72,110
    PHILLIPS 66 10,424 10,424
    PINNACLE WEST CAPITAL CORP 2,726 2,726
    PNC FINANCIAL SERVICES GROUP 14,848 14,848
    PPG INDUSTRIES 6,849 6,849
    PRINCIPAL FINANCIAL GROUP INC 3,269 3,269
    PROCTOR & GAMBLE CO 64,252 64,252
    PROLOGIS INC 10,628 10,628
    PRUDENTIAL FINANCIAL INC 9,949 9,949
    PUBLIC SVC ENTERPRISE GROUP HOLDING CO 7,027 7,027
    PVH GROUP 2,045 2,045
    QUALCOMM INC 19,577 19,577
    QUEST DIAGNOSTICS 3,164 3,164
    RALPH LAUREN CORP 1,655 1,655
    REGENCY CENTERS CORP 3,110 3,110
    REGENERON PHARMACEUTICAL INC 8,217 8,217
    REGIONS FINANCIAL CORP 3,479 3,479
    REPUBLIC SERVICES INC 4,037 4,037
    ROCKWELL AUTOMATION INC 5,116 5,116
    ROSS STORES INC 9,318 9,318
    ROYAL CARIBBREAN CRUISES LTD 4,889 4,889
    S&P GLOBAL INC 12,576 12,576
    SALESFORCE.COM INC 29,312 29,312
    SCHLUMBERGER LTD 14,035 14,035
    SEAGATE TECHNOLOGY PLC 2,933 2,933
    SEMPRA ENERGY 8,114 8,114
    SIMON PROPERTY GROUP INC 15,287 15,287
    SL GREEN REALTY CORP 2,056 2,056
    SOCIETTE GENERALE 92,830 92,830
    SOUTHWEST AIRLINES CO 6,926 6,926
    STANLEY BLACK&DECKER INC 5,388 5,388
    STARBUCKS CORP 22,347 22,347
    STATE STREET CORP 7,505 7,505
    SUINTRUST BANKS INC 6,305 6,305
    SYMANTEC CORP 3,326 3,326
    T ROWE PRICE GROUP INC 7,478 7,478
    TAPESTRY INC 2,734 2,734
    TARGET CORP 9,847 9,847
    TE CONNECTIVITY 7,412 7,412
    TECHNIPFMC PLC 2,213 2,213
    TEXAS INSTRUMENTS 26,460 26,460
    THE BANK OF NY MELLON CORP 13,321 13,321
    THE GOODYEAR TIRE & RUBBER CO 1,449 1,449
    THE HERSHEY CO 4,180 4,180
    THE HOME DEPOT 55,154 55,154
    THE TRAVELLERS COMPANIES 9,580 9,580
    THERMO FISHER SCIENTIFIC I(NC 25,064 25,064
    TIFFANY & CO 2,415 2,415
    TJX COMPANIES 15,480 15,480
    TOTAL CASH, DEPOSITS, + MM 365,059 365,059
    TRACTOR SUPPLY CO 2,754 2,754
    TRIPADVISOR INC 1,456 1,456
    TWENTY FIRST CENTURY FOX INC A 14,195 14,195
    TWENTY FIRST CENTURY FOX INC B 6,641 6,641
    U S BANCORP 19,331 19,331
    UBS AG S&P 500 155,130 155,130
    UBS AG S&P 500 139,305 139,305
    UBS NOTE 133,590 133,590
    UNION PACIFIC CORP 29,028 29,028
    UNITED CONTINENTAL HOLDING INC 5,442 5,442
    UNITED PARCEL SERVICE INC 19,506 19,506
    UNITED RENTALS INC 2,461 2,461
    UNITEDHEALTH GROUP INC 67,512 67,512
    UNUM GROUP 1,351 1,351
    VALERO ENERGY CORP 9,071 9,071
    VARIAN MEDICAL SYS 2,833 2,833
    VENTAS INC 5,918 5,918
    VERIZON COMMUNICATIONS INC 65,777 65,777
    VF CORP 6,278 6,278
    VIACOM INC 2,519 2,519
    VISA INC 65,970 65,970
    W W GRANGER INC 3,671 3,671
    WALMART INC 37,726 37,726
    WALT DISNEY CO 46,053 46,053
    WASTE MANAGEMENT INC 9,611 9,611
    WEC ENERGY GROUP INC 5,610 5,610
    WELLS FARGO & CO (NEW) 57,185 57,185
    WELLTOWER INC 7,427 7,427
    WESTBROOK CO 2,643 2,643
    WEYERHAEUSER CO 4,350 4,350
    WHIRLPOOL CORP 2,031 2,031
    WILLIS TOWERS WATSON PLC 5,163 5,163
    WYNN RESORTS LTD 2,671 2,671
    XCEL ENERGY INC 8,130 8,130
    XEROX CORP 1,186 1,186
    XYLEM INC 3,403 3,403
    YUM BRANDS 8,089 8,089

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE BAIRD FOUNDATION
    EIN:
    16-6023080
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ARTWORK & BOOK COLLECTION AT COST 35,706 35,706
    LISTERINE ROYALTY INTEREST AT COST 1,500,000 1,500,000
    PCM PARTNERS LP II AT COST 736,043 736,043

    TY 2018 LandEtcSchedule2
    Name:
    THE BAIRD FOUNDATION
    EIN:
    16-6023080
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER 1,205 1,205 0  
    COMPUTER SCREEN 250 250 0  
    BACK UP DRIVE AND DISKS 610 610 0  
    COPIER 1,033 1,033 0  
    COMPUTER 1,022 1,022 0  
    OFFICE FRIDGE 546 546 0  
    CFS LAPTOP 1,678 1,678 0  
    FURNITURE AND EQUIPMENT 1,598 961 637  
    FURNITURE AND EQUIPMENT 35,708 35,707 1  
    LAPTOP 1,300 260 1,040  
    COPIER 4,091 818 3,273  
    FILING CABINETS 480 0 480  


    TY 2018 OtherDecreasesSchedule
    Name:
    THE BAIRD FOUNDATION
    EIN:
    16-6023080
    Description Amount
    LT GAIN OF PCM PARTNERS K-1 NOT INCLUDED ON BOOKS 35,764
    DIVIDENDS FROM PCM PARTNERS NOT INCLUDED ON BOOKS 6,439
    UNREALIZED GAIN(LOSS) ON INVESTMENTS 714,939


    TY 2018 OtherExpensesSchedule
    Name:
    THE BAIRD FOUNDATION
    EIN:
    16-6023080
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MEMBERSHIP DUES 1,246 0   1,246
    PROPERTY & LIABILITY INSURANCE 4,084 817   3,267
    REPAIRS & MAINTENANCE 11,381 0   11,381
    MISCELLANEOUS 12,300 2,460   9,840
    OFFICE EXPENSE 8,287 1,657   6,630
    TELEPHONE 2,735 547   2,188
    INVESTMENT EXPENSES FROM K-1 4,626 4,626   0
    FORGIVENESS OF DEBT 10,000 0   10,000
    UTILITIES 1,835 367   1,468


    TY 2018 OtherIncomeSchedule2
    Name:
    THE BAIRD FOUNDATION
    EIN:
    16-6023080
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME 120,690 120,690 120,690
    PCM PARTNERS K-1 OTHER INCOME -5,726 -5,726 -5,726


    TY 2018 OtherIncreasesSchedule
    Name:
    THE BAIRD FOUNDATION
    EIN:
    16-6023080
    Description Amount
    ST LOSS OF PCM PARTNERS K-1 NOT INCLUDED ON BOOKS 33,095
    EXPENSES FROM K-1 NOT INCLUDED ON BOOKS 4,626
    OTHER LOSS FROM PCM PARTNERS NOT INCLUDED ON BOOKS 5,726


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE BAIRD FOUNDATION
    EIN:
    16-6023080
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SECRETARIAL SERVICES 28,703 5,741   22,962
    INVESTMENT SERVICE FEES 75,384 75,384   0
    CONSULTING SERVICES 2,723 1,361   1,362


    TY 2018 TaxesSchedule
    Name:
    THE BAIRD FOUNDATION
    EIN:
    16-6023080
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DEPT. OF LAW FILING FEE 750 0   750
    FEDERAL TAXES PAID 5,210 0   0