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
BIERMAN FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1400 W TAYLOR ST PO BOX 375
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MERRILL, WI544520375
A Employer identification number

39-1673472
B Telephone number (see instructions)

(715) 536-2461
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$36,586,654J 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... 846,901 846,901  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,019,960
b Gross sales price for all assets on line 6a 11,369,766
7 Capital gain net income (from Part IV, line 2)... 2,019,960
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,866,861 2,866,861  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 23,833 0   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest............... 314 0   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 27,425 27,425   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,017 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 348,202 348,084   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 404,791 375,509   0
25 Contributions, gifts, grants paid....... 2,570,757 2,570,757
26 Total expenses and disbursements. Add lines 24 and 25 2,975,548 375,509   2,570,757
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -108,687
b Net investment income (if negative, enter -0-) 2,491,352
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.............      
2 Savings and temporary cash investments......... 20,964 124,881 124,881
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 17,866,033 Click to see attachment17,015,515 21,450,912
c Investments—corporate bonds (attach schedule)....... 8,252,363 Click to see attachment9,319,670 9,085,195
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,159,323 Click to see attachment5,729,475 5,925,666
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) 32,298,683 32,189,541 36,586,654
Liabilities 17 Accounts payable and accrued expenses.......... 494  
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)......... 494 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 32,298,189 32,189,541
30 Total net assets or fund balances (see instructions)..... 32,298,189 32,189,541
31 Total liabilities and net assets/fund balances (see instructions). 32,298,683 32,189,541
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
32,298,189
2
Enter amount from Part I, line 27a .....................
2
-108,687
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
44
4
Add lines 1, 2, and 3 ..........................
4
32,189,546
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
32,189,541
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 KERRY GROUP PLC, 700 P 2017-08-11 2018-04-24
b KERRY GROUP PLC, 300 P 2017-08-10 2018-04-24
c KERRY GROUP PLC, 3000 P 2017-06-12 2018-05-18
d FASTENAL CO COM, 2500 P 2017-10-16 2018-07-18
e ANHEUSER BUSCH INBEV SA NV ADR, 1800 P 2017-12-14 2018-10-10
ALPHABET INC C, 50 P 2015-06-17 2018-01-22
ROCKWELL AUTOMATION, 250 P 2013-01-09 2018-01-22
ANALOG DEVICES INC COM, 500 P 2016-04-14 2018-02-20
APTARGROUP INC COM, 500 P 2012-10-09 2018-02-20
APTARGROUP INC COM, 500 P 2013-04-17 2018-02-20
APTARGROUP INC COM, 1000 P 2013-08-08 2018-02-20
CVS HEALTH CORPORATION, 1000 P 2012-09-13 2018-02-20
CVS HEALTH CORPORATION, 1000 P 2012-10-09 2018-02-20
JOHNSON & JOHNSON COM, 1000 P 2013-03-21 2018-02-20
NESTL S A SPONSORED ADR REPSTG REG SH, 1000 P 2013-04-17 2018-02-20
ROCKWELL AUTOMATION, 250 P 2013-06-13 2018-02-20
ROCKWELL AUTOMATION, 250 P 2013-01-09 2018-02-20
XYLEM INC COM, 1000 P 2013-10-03 2018-02-20
ACTAVIS FUNDING SERVICES DTD 03/12/15 2.35% 03/12/18, 300000 P 2016-02-12 2018-03-12
ALPHABET INC C 50 P 2015-06-17 2018-03-15
CVS HEALTH CORPORATION 1000 P 2012-11-09 2018-03-14
CVS HEALTH CORPORATION 1000 P 2012-09-13 2018-03-14
MARKETAXESS HOLDINGS INC COM 500 P 2013-06-13 2018-03-14
NOVARTIS A G SPONSORED ADR 1000 P 2013-06-13 2018-03-14
PROCTER & GAMBLE CO COM 250 P 2013-07-19 2018-03-14
PROCTER & GAMBLE CO COM 500 P 2013-08-08 2018-03-14
TEVA PHARMACEUTICALS DTD 07/21/16 1.4% 07/20/18 P 2016-11-16 2018-03-28
ALPHABET INC C 50 P 2015-06-17 2018-04-24
ANALOG DEVICES INC COM 1500 P 2016-04-14 2018-04-24
APTARGROUP INC COM 500 P 2013-01-09 2018-04-24
APTARGROUP INC COM 1000 P 2012-09-13 2018-04-24
APTARGROUP INC COM 500 P 2012-10-09 2018-04-24
CANADIAN NATL RY CO COM 1000 P 2015-09-16 2018-04-24
NOVARTIS A G SPONSORED ADR 500 P 2012-12-13 2018-04-24
NOVARTIS A G SPONSORED ADR 500 P 2013-01-09 2018-04-24
PROCTER & GAMBLE CO COM 750 P 2016-04-17 2018-04-24
PROCTER & GAMBLE CO COM 250 P 2013-07-19 2018-04-24
ROCKWELL AUTOMATION 250 P 2013-06-13 2018-04-24
XYLEM INC COM 750 P 2013-10-03 2018-04-24
CVS HEALTH CORPORATION 1500 P 2012-08-14 2018-05-18
CANADIAN NATL RY CO COM 1000 P 2013-09-06 2018-05-18
EMC CORP DTD 06/06/13 1.875% 06/01/18 P 2014-09-09 2018-06-01
ABBOTT LABS COM 1000 P 2016-08-09 2018-06-11
APTARGROUP INC COM 500 P 2013-01-09 2018-06-11
APTARGROUP INC COM 1000 P 2012-08-14 2018-07-18
CVS HEALTH CORPORATION 1500 P 2012-08-14 2018-07-18
NIKE INC 500 P 2017-04-13 2018-07-18
ABBOTT LABS COM 1000 P 2016-08-09 2018-08-16
ANALOG DEVICES INC COM 500 P 2016-04-14 2018-08-16
APPLE INC COM 150 P 2012-11-09 2018-08-16
CANADIAN NATL RY CO COM 1000 P 2012-09-13 2018-08-16
NIKE INC 500 P 2017-08-10 2018-08-16
NIKE INC 500 P 2017-08-09 2018-08-16
XYLEM INC COM 250 P 2013-09-06 2018-08-16
XYLEM INC COM 250 P 2013-10-03 2018-08-16
ALPHABET INC C 25 P 2015-06-17 2018-09-10
ANALOG DEVICES INC COM 500 P 2016-04-14 2018-09-10
NIKE INC 500 P 2017-08-10 2018-09-10
ROCKWELL AUTOMATION 250 P 2013-06-13 2018-09-10
XYLEM INC COM 500 P 2013-09-06 2018-09-10
MARKETAXESS HOLDINGS INC COM 200 P 2013-06-13 2018-10-10
NIKE INC 500 P 2017-08-10 2018-10-10
ALPHABET INC C 76 P 2015-06-17 2018-11-15
ROCKWELL AUTOMATION 250 P 2013-06-13 2018-11-15
XYLEM INC COM 250 P 2013-09-06 2018-11-15
CVS CAREMARK CORP SR NT DTD 12/05/13 2.25% 300000 P 2014-03-10 2018-12-05
ROCKWELL AUTOMATION 1000 P 2013-04-17 2018-12-10
FROM WINDSAIL CREDIT FUND, LP P    
FROM WINDSAIL CREDIT FUND, LP P    
ALLIANZGI PERFORMFEESTRUCTD US EQ INSTL 29,200.359 P 2018-09-28 2018-10-24
BOSTON PARTNERS ALL CAP VALUE INSTL 583 P 2017-12-14 2018-12-12
METROPOLITAN WEST TOTAL RETURN CLASS I 360 P 2017-03-31 2018-03-27
T ROWE PRICE COMM & TECHNOLOGY INVESTOR 153 P 2017-12-15 2018-10-16
ALLERGAN PLC 600 P 2017-05-02 2018-12-20
AMERICAN INTL GROUP 5300 P 2013-01-17 2018-09-28
AT&T INC COM 2830 P 2013-10-22 2018-07-12
BERKSHIRE HATHAWAY INC 500 P 2013-07-01 2018-05-09
BOSTON PARTNERS ALL CAP VALUE INSTL 13400 P 2016-12-15 2018-12-12
BRISTOL MYERS SQUIBB 2000 P 2016-02-17 2018-05-09
COLUMBIA CONTRARIAN CORE FUND CL I2 2828 P 2016-08-08 2018-06-19
DBX ETF TR XTRACK MSCI EAFE 7775 P 2015-02-24 2018-12-12
DOUBLELINE TOTAL RETURN BOND FD CL I 24266 P 2012-08-20 2018-03-27
EXPEDIA INC DEL COM NEW 418 P 2017-01-24 2018-01-31
GENERAL ELECTRIC CO 3710 P 2017-06-30 2018-09-05
ISHARES CORE S&P US VALUE ETF 2045 P 2016-12-19 2018-03-15
ISHARES CORE U.S. AGGREGATE BOND ETF 2775 P 2016-03-07 2018-10-15
ISHARES EDGE MSCI MULTIFACTOR INTERNATIO 9530 P 2017-06-13 2018-12-12
METROPOLITAN WEST TOTAL RETURN CLASS I 22000 P 2015-12-22 2018-02-14
SPDR DOW JONES INDL AVERAGE ETF TR UNIT 980 P 2015-09-15 2018-05-07
SPDR INDEX SHS FDS DJ WILSHIRE GLOBAL 4675 P 2016-07-12 2018-03-07
T ROWE PRICE CAPITALAPPRECIATION I CLASS 3497 P 2013-07-12 2018-05-09
T ROWE PRICE COMM & TECHNOLOGY INVESTOR 6000 P 2012-09-06 2018-01-31
VANGUARD INDEX FDS VANGUARD TOTAL STK MK 1770 P 2012-09-06 2018-01-31
VANGUARD INSTL INDEXINSTL CLASS 410 P 2015-12-08 2018-05-09
VANGUARD SCOTTSDALE FDS INTERMEDIATE TER P 2016-08-08 2018-12-12
DOUBLELINE TOTAL RETURN BOND FD CL I WASH SALE P 2012-08-20 2018-03-27
METROPOLITAN WEST TOTAL RETURN CLASS I WAS SALE P 2015-12-08 2018-02-14
CAPITAL GAINS 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 71,930   63,860 8,070
b 30,827   27,534 3,293
c 311,276   267,451 43,825
d 140,658   117,609 23,049
e 155,906   199,494 -43,588
57,269   26,478 30,791
50,784   21,596 29,188
44,524   29,812 14,712
45,709   25,935 19,774
45,709   27,790 17,919
91,418   60,345 31,073
71,265   46,573 24,692
71,265   48,158 23,107
131,966   79,070 52,896
79,999   70,725 9,274
46,162   21,166 24,996
46,162   21,596 24,566
75,587   27,847 47,740
300,000   302,115 -2,115
57,548   26,478 31,070
66,981   46,480 20,501
66,981   46,573 20,408
111,717   23,039 88,678
82,180   72,443 9,737
19,767   20,335 -568
39,534   41,118 -1,584
750,000   743,325 6,675
52,167   26,478 25,689
133,789   89,437 44,352
47,145   25,672 21,473
94,290   51,501 42,789
47,145   25,935 21,210
76,023   57,660 18,363
38,774   31,565 7,209
38,774   32,314 6,460
54,891   60,006 -5,115
18,297   20,335 -2,038
42,550   21,166 21,384
59,250   20,885 38,365
97,769   66,915 30,854
83,149   48,230 34,919
500,000   500,085 -85
63,279   45,120 18,159
47,238   25,672 21,566
94,514   50,129 44,385
101,385   66,915 34,470
38,334   27,771 10,563
64,169   45,120 19,049
47,317   29,812 17,505
31,992   11,727 20,265
88,789   46,340 42,449
40,185   29,773 10,412
40,185   29,830 10,355
18,706   6,476 12,230
18,706   6,962 11,744
29,104   13,239 15,865
47,134   29,812 17,322
40,995   29,773 11,222
46,237   21,166 25,071
40,107   12,953 27,154
37,606   9,216 28,390
38,833   29,773 9,060
80,478   40,246 40,232
42,907   21,166 21,741
17,542   6,476 11,066
300,000   301,290 -1,290
159,649   83,430 76,219
3,970     3,970
3,308     3,308
285,872   325,000 -39,128
14,364   15,240 -876
3,788   3,863 -75
15,839   14,874 965
80,909   146,292 -65,383
293,765   186,554 107,211
90,715   99,984 -9,269
99,838   56,325 43,513
329,852   311,909 17,943
102,126   127,145 -25,019
75,000   64,649 10,351
242,029   229,363 12,666
255,034   275,175 -20,141
53,608   50,044 3,564
46,459   100,022 -53,563
111,906   101,677 10,229
374,203   391,942 -17,739
249,850   242,372 7,478
226,250   233,106 -6,856
249,423   162,721 86,702
213,411   239,311 -25,900
100,000   88,287 11,713
666,461   373,327 293,134
249,796   129,453 120,343
100,000   77,770 22,230
648,731   700,085 -51,354
298     298
28     28
160,405     160,405
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       8,070
b       3,293
c       43,825
d       23,049
e       -43,588
      30,791
      29,188
      14,712
      19,774
      17,919
      31,073
      24,692
      23,107
      52,896
      9,274
      24,996
      24,566
      47,740
      -2,115
      31,070
      20,501
      20,408
      88,678
      9,737
      -568
      -1,584
      6,675
      25,689
      44,352
      21,473
      42,789
      21,210
      18,363
      7,209
      6,460
      -5,115
      -2,038
      21,384
      38,365
      30,854
      34,919
      -85
      18,159
      21,566
      44,385
      34,470
      10,563
      19,049
      17,505
      20,265
      42,449
      10,412
      10,355
      12,230
      11,744
      15,865
      17,322
      11,222
      25,071
      27,154
      28,390
      9,060
      40,232
      21,741
      11,066
      -1,290
      76,219
      3,970
      3,308
      -39,128
      -876
      -75
      965
      -65,383
      107,211
      -9,269
      43,513
      17,943
      -25,019
      10,351
      12,666
      -20,141
      3,564
      -53,563
      10,229
      -17,739
      7,478
      -6,856
      86,702
      -25,900
      11,713
      293,134
      120,343
      22,230
      -51,354
      298
      28
      160,405
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 2,019,960
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 2,232,854 37,107,634 0.060172
2016 2,266,280 36,511,986 0.062069
2015 2,545,000 38,379,769 0.066311
2014 2,217,274 40,125,166 0.055259
2013 1,768,300 37,118,496 0.047639
2
Total of line 1, column (d) .....................
2
0.291450
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
0.058290
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
38,113,404
5
Multiply line 4 by line 3......................
5
2,221,630
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
24,914
7
Add lines 5 and 6........................
7
2,246,544
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,570,757
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 24,914
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 24,914
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 24,914
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 18,854
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 32,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 50,854
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 25,940
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet25,940 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)
    bullet
    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 ofbulletJAY WIEDENMAN Telephone no.bullet (715) 845-4336

    Located atbulletRUDER WARE LLSC 500 FIRST STWAUSAUWI ZIP+4bullet54403
    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
     
    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 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
    FREDRICK BLIESE DIRECTOR, PRESIDENT, TREAS
    4.00     		0 0 0
    4002 RIVERSIDE DR
    WAUSAU,WI54403
    SALLY BAADE DIRECTOR, VICE PRESIDENT
    4.00     		0 0 0
    PO BOX 351
    MERRILL,WI54452
    JAMES HARRINGTON DIRECTOR, SECRETARY
    4.00     		0 0 5,018
    C/O RUDER WARE LLSC PO BOX 8050
    WAUSAU,WI544028050
    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
    37,366,056
    b
    Average of monthly cash balances.......................
    1b
    1,327,755
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    38,693,811
    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
    38,693,811
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    580,407
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    38,113,404
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,905,670
    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
    1,905,670
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    24,914
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    24,914
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,880,756
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,880,756
    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
    1,880,756
    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
    2,570,757
    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
    2,570,757
    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
    24,914
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,545,843
    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 1,880,756
    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......  
    b From 2014...... 154,965
    c From 2015...... 654,696
    d From 2016...... 470,348
    e From 2017...... 401,764
    fTotal of lines 3a through e........ 1,681,773
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,570,757
    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..... 1,880,756
    e Remaining amount distributed out of corpus 690,001
    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 2,371,774
    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) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		2,371,774
    10 Analysis of line 9:
    a Excess from 2014.... 154,965
    b Excess from 2015.... 654,696
    c Excess from 2016.... 470,348
    d Excess from 2017.... 401,764
    e Excess from 2018.... 690,001
    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:
    FREDRICK BLIESE
    1400 W TAYLOR ST
    MERRILL,WI54452
    (715) 536-2461
    N/A
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOULD BE SUBMITTED IN WRITING.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION'S PRINCIPAL PURPOSE IS TO SUPPORT CHARITABLE ORGANIZATIONS AND CAUSES IN THE MERRILL, WISCONSIN AND SURROUNDING AREAS.
    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
    WISCONSIN VFW FOUNDATION
    4622 DUTCH MILL RD
    MADISON,WI53716     		    TO ASSIST IN BUILDING VFW POST IN MERRILL, WISCONSIN. 500,000
    LINCOLN COUNTY SHERIFF
    1104 E 1ST ST
    MERRILL,WI54452     		    TO PROCURE EQUIPMENT. 297,257
    BELL TOWER
    1500 ODAY ST
    MERRILL,WI54452     		    TO SUPPORT THE ORGANIZATION'S MISSION OF HELPING THE ELDERLY. 301,500
    CITY OF MERRILL
    1004 E 1ST ST
    MERRILL,WI54452     		    TO SUPPORT CONSTRUCTION OF FAIR GROUNDS. 240,000
    HAVENINC
    PO BOX 32
    MERRILL,WI54452     		    TO SUPPORT THE ORGANIZATION'S MISSION OF STOPPING DOMESTIC VIOLENCE. 50,000
    MERRILL PUBLIC SCHOOLS
    1111 N SALES ST
    MERRILL,WI54452     		    TO SUPPORT STUDENT / ATHLETE PROGRAMS. 995,000
    NTC FOUNDATION
    1000 W CAMPUS DRIVE
    WAUSAU,WI54401     		    TO SUPPORT ORGANIZATION'S PROGRAM TO TRAIN FIRST RESPONDERS. 25,000
    MERRILL HOMELESS
    328 E WASHINGTON AVE
    TOMAHAWK,WI54487     		    TO SUPPORT THE PROVISION OF SERVICES TO AREA HOMELESS PERSONS. 155,000
    MERRILL LIONS
    2100 E 6TH ST
    MERRILL,WI54452     		    TO SUPPORT CONSTRUCTION OF LANDSCAPING. 7,000
    Total .................................bullet 3a 2,570,757
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		         
    4 Dividends and interest from securities....     14 846,901  
    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 ............     		    14 2,019,960  
    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 2,866,861 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,866,861
    (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 InvestmentsCorpBondsSchedule
    Name:
    BIERMAN FAMILY FOUNDATION INC
    EIN:
    39-1673472
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIDUCIARY SERVICES - FIXED INCOME 5,527,349 5,392,771
    FIDELITY - MUTUAL BOND FUNDS 3,792,321 3,692,424

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    BIERMAN FAMILY FOUNDATION INC
    EIN:
    39-1673472
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FIDUCIARY SERVICES - EQUITIES 8,929,386 11,541,260
    FIDELITY - STOCKS 3,106,097 4,603,830
    FIDELITY - MUTUAL STOCK FUNDS 4,980,032 5,305,822

    TY 2018 InvestmentsOtherSchedule2
    Name:
    BIERMAN FAMILY FOUNDATION INC
    EIN:
    39-1673472
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FIDUCIARY SERVICES - MONEY MARKET AT COST 1,363,806 1,363,806
    FIDUCIARY SERVICES - PRIVATE EQUITY AT COST 549,711 532,747
    FIDELITY - MONEY MARKET AT COST 155,948 155,948
    FIDELITY - EQUITY ETPS AT COST 2,689,027 2,936,407
    FIDUCIARY SERVICES - ACCRUED DIVIDENDS AT COST 2,012 0
    FIDELITY - FIXED INCOME ETPS AT COST 955,600 936,758
    FIDELITY - ACCRUED DIVIDENDS AT COST 13,371 0

    TY 2018 LegalFeesSchedule
    Name:
    BIERMAN FAMILY FOUNDATION INC
    EIN:
    39-1673472
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RUDER WARE 23,833 0   0


    TY 2018 OtherDecreasesSchedule
    Name:
    BIERMAN FAMILY FOUNDATION INC
    EIN:
    39-1673472
    Description Amount
    FEDERAL PENALTY - BOOK 5


    TY 2018 OtherExpensesSchedule
    Name:
    BIERMAN FAMILY FOUNDATION INC
    EIN:
    39-1673472
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DIRECTORS' INSURANCE -26 0   0
    POST OFFICE BOX 144 0   0
    MISC INVESTMENT FEES - FIDELITY 268 268   0
    MISC INVESTMENT FEES - FIDUCIARY SERVICES 535 535   0
    INVESTMENT ADVISER FEES - FIDELITY 182,385 182,385   0
    INVESTMENT ADVISER FEES - FIDUCIARY SERVICES 164,896 164,896   0


    TY 2018 OtherIncreasesSchedule
    Name:
    BIERMAN FAMILY FOUNDATION INC
    EIN:
    39-1673472
    Description Amount
    REFUND OF FEDERAL EXCISE TAXES - BOOK 5
    FIDELITY INCOME RECOGNIZED IN PRIOR YEAR BUT NOT PAID UNTIL CURRENT YEAR 39


    TY 2018 TaxesSchedule
    Name:
    BIERMAN FAMILY FOUNDATION INC
    EIN:
    39-1673472
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN - FIDELITY 8,706 8,706   0
    FOREIGN - FIDUCIARY SERVICES 18,719 18,719   0