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

43-6863596
B Telephone number (see instructions)

(314) 418-2643
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,141,341
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 26,925 26,727  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 43,811
b Gross sales price for all assets on line 6a 817,743
7 Capital gain net income (from Part IV, line 2)... 43,811
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 128    
12 Total. Add lines 1 through 11........ 70,864 70,538  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 17,707 15,936   1,771
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 1,000 0 0 1,000
c Other professional fees (attach schedule).... 732 658   73
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 1,609 813   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 177 177    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,225 17,584 0 2,844
25 Contributions, gifts, grants paid....... 47,300 47,300
26 Total expenses and disbursements. Add lines 24 and 25 68,525 17,584 0 50,144
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,339
b Net investment income (if negative, enter -0-) 52,954
c Adjusted net income (if negative, enter -0-)... 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............. 254 27 27
2 Savings and temporary cash investments......... 21,668 10,168 10,168
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 794,167 Click to see attachment779,602 884,265
c Investments—corporate bonds (attach schedule)....... 192,622 Click to see attachment241,446 242,947
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............     27
13 Investments—other (attach schedule).......... 11,464 Click to see attachment3,847 3,907
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,020,175 1,035,090 1,141,341
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 1,020,175 1,035,090
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)..... 1,020,175 1,035,090
31 Total liabilities and net assets/fund balances (see instructions). 1,020,175 1,035,090
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
1,020,175
2
Enter amount from Part I, line 27a .....................
2
2,339
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
12,576
4
Add lines 1, 2, and 3 ..........................
4
1,035,090
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,035,090
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 .3 INTERCONTINENTAL HOTELS A D R   2018-04-27 2019-01-29
b 1. BANK OF AMERICA CLASS ACTION PROCEEDS   2019-02-27 2019-02-27
c .2 ALCON INC   2017-04-25 2019-04-18
d 113. ABB LTD A D R     2019-06-25
e 125. AIA GROUP LTD ADR   2017-04-25 2019-06-25
1136.634 AQR MANAGED FUTURES STR I     2019-06-25
12. ADIDAS AG A D R   2016-03-18 2019-06-25
2535.831 AMER CENT DIVERSIFI BOND INS   2018-04-27 2019-06-25
235. AVIANCA HOLDINGS A D R   2014-08-19 2019-06-25
1444.439 BARON EMERGING MARKETS INSTITUTIONAL   2015-07-21 2019-06-25
40. BAYER A G-SPONS ADR   2016-09-01 2019-06-25
15. BERKSHIRE HATHAWAY INC CL B   2014-12-01 2019-06-25
27. CNOOC LTD A D R   2018-04-27 2019-06-25
1. CALIFORNIA RES CORP   2009-03-17 2019-06-25
445. CANON INC ADR REPSTG 5 SHS     2019-06-25
16. CARNIVAL PLC A D R   2018-04-27 2019-06-25
1335.962 CAUSEWAY EMERGING MARKETS INSTL   2014-12-17 2019-06-25
49. COGNIZANT TECHNOLOGY SOLUTIONS CORP     2019-06-25
123. DANONE SPONS A D R   2016-03-18 2019-06-25
102. EQUINOR ASA SPON ADR     2019-06-25
6319.955 FEDERATED INST HI YLD BD FD   2014-02-28 2019-06-25
1234.754 FEDERATED INST HI YLD BD FD     2019-06-25
1011.932 FEDERATED INST HI YLD BD FD   2018-04-27 2019-06-25
65. FLY LEASING LTD A D R     2019-06-25
46. FRESENIUS MED AKTIENGESELLSCHAFT ADR     2019-06-25
1354.565 GOLDMAN SACHS COMM STRAT INS     2019-06-25
6. HONEYWELL INTERNATIONAL INC   2015-07-21 2019-06-25
28. INDUSTRIAS BACHOCO SAB DE CV A D R   2014-08-19 2019-06-25
100. I N G GROEP NV SPONSORED ADR   2017-11-30 2019-06-25
32. INTERCONTINENTAL HOTELS A D R   2018-04-27 2019-06-25
177. KT CORP SP A D R   2016-03-18 2019-06-25
57. KONINKLIJKE AHOLD DELHAIZE NV ADR   2015-06-01 2019-06-25
118. THE KRAFT HEINZ CO     2019-06-25
11. MARSH MCLENNAN COS INC   2015-07-21 2019-06-25
202. MELCO CROWN ENTERTAINMENT LMTD A D R   2017-11-30 2019-06-25
15. MICROSOFT CORP COM   2015-07-21 2019-06-25
77. N T T DO CO MO INC A D R     2019-06-25
142. NESTLE S A SPONSORED ADR REPSTG REG SH     2019-06-25
28. NICE SYSTEMS LTD-SPONSORED ADR   2018-04-27 2019-06-25
16. NIPPON TELEG & TEL CORP   2016-09-01 2019-06-25
20. NIPPON TELEG & TEL CORP   2017-04-25 2019-06-25
16. NOVARTIS AG SPONSORED ADR   2017-04-25 2019-06-25
37. NOVO-NORDISK A S ADR     2019-06-25
2965.526 NUVEEN REAL ESTATE SECS I     2019-06-25
47. ORIX CORP SPONS A D R     2019-06-25
22. POSCO A D R   2017-04-25 2019-06-25
68. PANASONIC CORP A D R   2018-04-27 2019-06-25
14. PETRO CHINA COMPANY LTD A D R   2018-04-27 2019-06-25
100. PFIZER INC     2019-06-25
2025.478 CONGRESS MID CAP GROWTH INS     2019-06-25
139. QUALCOMM INC     2019-06-25
3700.276 ROBECO BOSTON PARTNERS L S RSRCH     2019-06-25
177. RELX PLC SPON A D R     2019-06-25
4. RESIDEO TECHNOLOGIES INC   2015-07-21 2019-06-25
38. ROSS STORES INC COM   2016-09-01 2019-06-25
1203.185 ROWE T PRICE MID-CAP VALUE FD INC     2019-06-25
141. SCHLUMBERGER LTD ORD     2019-06-25
74. SCHWAB CHARLES CORP COM NEW     2019-06-25
296. SMITH NEPHEW P L C A D R     2019-06-25
156. SONY CORP AMERN SH NEW   2017-11-30 2019-06-25
66. STMICROELECTRONICS N V   2017-11-30 2019-06-25
4111.437 TCW EMERGING MARKETS INCOME FUND     2019-06-25
2566.3 TIAA CREF INFLATION LINKED BOND FUND     2019-06-25
6539.631 VOYA INTERNATIONAL REAL ESTATE I     2019-06-25
36. WNS HOLDINGS LTD ADR   2017-04-25 2019-06-25
45. WELLS FARGO & CO NEW     2019-06-25
21. WELLS FARGO & CO NEW   2015-07-21 2019-06-25
15. WHIRLPOOL CORP     2019-06-25
38. YY INC A D R   2017-11-30 2019-06-25
61. NIELSEN HOLDINGS PLC   2015-07-21 2019-06-25
46. CORE LABS NV     2019-06-25
1. ALPHABET INC CL C   2014-12-10 2019-07-12
6. ALPHABET INC CL A     2019-07-12
68. APPLE COMPUTER INC COM     2019-07-12
43. BERKSHIRE HATHAWAY INC CL B     2019-07-12
1. BOOKING HOLDINGS INC   2019-06-25 2019-07-12
3. BOOKING HOLDINGS INC     2019-07-12
96. C H ROBINSON WORLDWIDE INC   2019-06-25 2019-07-12
57. CELGENE CORPORATION COM     2019-07-12
72. EDWARDS LIFESCIENCES CORP COM     2019-07-12
41. ELECTRONIC ARTS   2019-06-25 2019-07-12
49. FACEBOOK INC A   2018-04-27 2019-07-12
25. FACEBOOK INC A   2019-06-25 2019-07-12
218. FASTENAL CO COM     2019-07-12
76. FASTENAL CO COM   2019-06-25 2019-07-12
29. MOTOROLA SOLUTIONS INC   2019-06-25 2019-07-12
23. NESTLE S A SPONSORED ADR REPSTG REG SH   2017-04-25 2019-07-12
31. NOVO-NORDISK A S ADR     2019-07-12
72. PAYPAL HOLDINGS INC     2019-07-12
53. ROSS STORES INC COM     2019-07-12
80. STARBUCKS CORP COM   2019-06-25 2019-07-12
87.184 TIAA CREF INFLATION LINKED BOND FUND   2017-04-25 2019-07-12
116. TRACTOR SUPPLY CO COM     2019-07-12
23. ULTRA SALON COSMETICS FRAGRANCE   2019-06-25 2019-07-12
7. VISA INC   2019-06-25 2019-07-12
65. VISA INC     2019-07-12
1. AMGEN INC COMMON STOCK   2019-07-15 2019-07-15
39. ENERSUS S A RT 7/23/19   2019-06-25 2019-07-31
.012 GLOBAL PMTS INC   2019-07-12 2019-09-24
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 17   20 -3
b 54     54
c 11   9 2
d 2,233   2,718 -485
e 5,251   3,261 1,990
9,821   11,464 -1,643
1,791   679 1,112
27,539   26,407 1,132
873   3,847 -2,974
19,875   17,016 2,859
628   1,055 -427
3,115   2,237 878
4,571   4,565 6
19   47 -28
13,351   14,643 -1,292
703   1,045 -342
16,352   15,390 962
3,114   2,915 199
2,106   1,753 353
2,019   2,274 -255
61,999   65,601 -3,602
12,113   11,828 285
9,927   9,866 61
1,103   958 145
1,785   1,747 38
14,887   27,322 -12,435
1,047   604 443
1,394   1,613 -219
1,099   1,823 -724
2,142   2,132 10
2,172   2,324 -152
1,274   1,044 230
3,619   9,436 -5,817
1,089   642 447
4,312   5,268 -956
2,022   699 1,323
1,806   1,370 436
14,714   10,638 4,076
3,863   2,675 1,188
745   711 34
931   864 67
1,495   1,074 421
1,904   2,131 -227
64,085   68,083 -3,998
3,475   3,603 -128
1,164   1,328 -164
555   1,017 -462
774   1,035 -261
4,401   2,375 2,026
42,312   30,403 11,909
10,244   8,659 1,585
56,392   55,521 871
4,383   2,921 1,462
82   73 9
3,886   2,365 1,521
32,450   31,058 1,392
5,393   10,440 -5,047
2,890   2,172 718
12,968   10,448 2,520
8,247   7,294 953
1,117   1,500 -383
34,454   34,207 247
29,435   29,778 -343
56,895   62,888 -5,993
2,108   1,090 1,018
2,056   1,758 298
960   1,214 -254
2,102   2,660 -558
2,586   3,921 -1,335
1,358   2,768 -1,410
2,380   5,130 -2,750
1,144   532 612
6,865   4,445 2,420
13,796   5,529 8,267
9,177   6,282 2,895
1,879   1,870 9
5,637   4,510 1,127
8,180   7,922 258
5,239   6,582 -1,343
13,689   7,867 5,822
3,803   3,987 -184
9,886   8,528 1,358
5,044   4,733 311
6,736   5,451 1,285
2,348   2,482 -134
4,985   4,796 189
2,367   1,792 575
1,467   1,544 -77
8,630   3,364 5,266
5,645   3,913 1,732
7,160   6,742 418
1,001   997 4
13,142   7,622 5,520
8,156   7,977 179
1,257   1,207 50
11,671   5,046 6,625
18     18
6     6
2   2  
      9,736
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       -3
b       54
c       2
d       -485
e       1,990
      -1,643
      1,112
      1,132
      -2,974
      2,859
      -427
      878
      6
      -28
      -1,292
      -342
      962
      199
      353
      -255
      -3,602
      285
      61
      145
      38
      -12,435
      443
      -219
      -724
      10
      -152
      230
      -5,817
      447
      -956
      1,323
      436
      4,076
      1,188
      34
      67
      421
      -227
      -3,998
      -128
      -164
      -462
      -261
      2,026
      11,909
      1,585
      871
      1,462
      9
      1,521
      1,392
      -5,047
      718
      2,520
      953
      -383
      247
      -343
      -5,993
      1,018
      298
      -254
      -558
      -1,335
      -1,410
      -2,750
      612
      2,420
      8,267
      2,895
      9
      1,127
      258
      -1,343
      5,822
      -184
      1,358
      311
      1,285
      -134
      189
      575
      -77
      5,266
      1,732
      418
      4
      5,520
      179
      50
      6,625
      18
      6
       
       
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 43,811
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 52,898 1,108,089 0.047738
2016 51,835 1,080,831 0.047958
2015 58,396 1,027,181 0.056851
2014 71,294 1,121,555 0.063567
2013 56,979 1,192,464 0.047783
2
Total of line 1, column (d) .....................
2
0.263897
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
0.052779
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,076,753
5
Multiply line 4 by line 3......................
5
56,830
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
530
7
Add lines 5 and 6........................
7
57,360
8
Enter qualifying distributions from Part XII, line 4,.............
8
50,144
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 1,059
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 1,059
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 273
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 786
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 796
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 796
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 10
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 RefundedBullet 11 10
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 ofbulletUS BANK NA Telephone no.bullet (314) 418-2643

    Located atbulletPO BOX 387ST LOUISMO ZIP+4bullet63166
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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
    US BANK NA TRUSTEE
    1
    17,707    
    PO BOX 387
    ST LOUIS,MO63166
    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.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,070,350
    b
    Average of monthly cash balances.......................
    1b
    22,800
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,093,150
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,093,150
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    16,397
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,076,753
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    53,838
    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
    53,838
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    786
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    273
    c
    Add lines 2a and 2b............................
    2c
    1,059
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    52,779
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    52,779
    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
    52,779
    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
    50,144
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    50,144
    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
    50,144
    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 52,779
    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...... 0
    b From 2014...... 17,702
    c From 2015...... 7,221
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 24,923
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 50,144
    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..... 50,144
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 2,635 2,635
    (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 22,288
    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 ......
    22,288
    10 Analysis of line 9:
    a Excess from 2014.... 15,067
    b Excess from 2015.... 7,221
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    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).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    GREENE COUNTY LIBRARY
    ATTN REGINA COOPER
    PO BOX 760
    SPRINGFIELD,MO65810
    NONE PC GENERAL OPERATING 47,300
    Total .................................bullet 3a 47,300
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 26,925  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 43,811  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND
        1 128  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   70,864  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    70,864
    (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:
    ALBERT J BUHRMAN CHARITABLE FOUNDATION
    EIN:
    43-6863596
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    ALBERT J BUHRMAN CHARITABLE FOUNDATION
    EIN:
    43-6863596
    Name of Bond End of Year Book Value End of Year Fair Market Value
    024932600 AMER CENT DIVERSIFI 3,232 3,403
    31420B300 FEDERATED INST HI YL 6,791 6,791
    670690387 NUVEEN INFLATION PRO    
    87234N765 TCW EMERGING MARKETS    
    258620103 DOUBLELINE TOTAL RET 34,432 34,336
    74440B884 PGIM TOTAL RETURN BO 34,626 35,190
    024932154 AMERICAN CENTURY HIG 61,483 61,089
    464287226 ISHARES CORE TOTAL U 100,882 102,138

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ALBERT J BUHRMAN CHARITABLE FOUNDATION
    EIN:
    43-6863596
    Name of Stock End of Year Book Value End of Year Fair Market Value
    37045V100 GENERAL MOTORS CO 1,062 972
    92826C839 VISA INC    
    670678507 NUVEEN REAL ESTATE S    
    H1467J104 CHUBB LTD 4,039 5,302
    05367G100 AVIANCA HOLDINGS A D    
    00206R102 ATT INC 6,085 6,728
    571748102 MARSH MCLENNAN COS I 4,514 6,484
    806857108 SCHLUMBERGER LTD    
    835699307 SONY CORP A D R    
    907818108 UNION PACIFIC CORP 6,619 8,448
    00773T101 ADVANSIX INC 14 20
    641069406 NESTLE SA SPONSORED 1,013 1,351
    778296103 ROSS STORES INC    
    66987V109 NOVARTIS AG A D R    
    92932M101 WNS HOLDINGS LTD ADR 2,393 4,986
    G47791101 INGERSOLL RAND PLC 5,340 6,687
    686330101 ORIX CORP SPONS A D    
    46625H100 J P MORGAN CHASE CO 8,906 13,044
    34407D109 FLY LEASING LTD A D 2,171 3,200
    037833100 APPLE INC 4,129 10,423
    254687106 DISNEY WALT CO 5,619 6,973
    713448108 PEPSICO INC 6,027 7,471
    963320106 WHIRLPOOL CORP    
    594918104 MICROSOFT CORP 8,591 14,987
    00687A107 ADIDAS AG A D R 1,753 3,589
    779572106 T ROWE PRICE SMALL C 15,559 19,199
    949746101 WELLS FARGO CO 2,617 2,723
    83175M205 SMITH NEPHEW P L C 1,415 1,926
    92939U106 WEC ENERGY GROUP INC 6,876 8,244
    38143H381 GOLDMAN SACHS COMM S    
    872540109 TJX COMPANIES INC 4,539 5,074
    548661107 LOWES CO INC 1,899 5,748
    808513105 SCHWAB CHARLES CORP    
    653656108 NICE SYS LTD SPONSOR 7,240 10,907
    923454102 VERITIV CORP 34 18
    G5960L103 MEDTRONIC PLC 4,588 6,238
    500754106 THE KRAFT HEINZ CO    
    02079K305 ALPHABET INC CL A    
    13057Q206 CALIFORNIA RES CORP    
    717081103 PFIZER INC 3,900 3,544
    92914A810 VOYA INTERNATIONAL R    
    747525103 QUALCOMM INC    
    670100205 NOVO NORDISK AS A D 1,631 2,302
    311900104 FASTENAL CO    
    77957Y106 T ROWE PRICE MID CAP    
    654624105 NIPPON TELEGRAPH TEL 3,932 4,593
    718546104 PHILLIPS 66 4,361 6,195
    456463108 INDUSTRIAS BACHOCO S 3,110 2,764
    670678200 NUVEEN SMALL CAP VAL 16,687 18,737
    06828M876 BARON EMERGING MARKE 31,484 38,578
    194162103 COLGATE PALMOLIVE CO 2,341 2,374
    126650100 CVS HEALTH CORPORATI 3,376 3,086
    771195104 ROCHE HOLDINGS LTD S 6,076 7,714
    072730302 BAYER AG A D R    
    138006309 CANON INC SPONS A D    
    G1151C101 ACCENTURE PLC CL A 4,076 7,041
    09247X101 BLACKROCK INC 4,030 4,949
    695156109 PACKAGING CORP AMERI 4,396 6,266
    62942M201 NTT DOCOMO INC A D R 4,484 5,434
    585464100 MELCO CROWN ENTERTAI 1,023 1,000
    609207105 MONDELEZ INTERNATION 3,096 3,625
    000375204 ABB LTD A D R    
    74316J458 CONGRESS MID CAP GRO    
    G6518L108 NIELSEN HOLDINGS PLC    
    02079K107 ALPHABET INC CL C    
    001317205 AIA GROUP LTD ADR    
    075887109 BECTON DICKINSON AND 2,509 3,619
    478160104 JOHNSON JOHNSON 7,805 8,662
    358029106 FRESENIUS MED AKTIEN    
    23636T100 DANONE SPONS A D R 2,523 2,906
    91324P102 UNITED HEALTH GROUP 3,836 7,556
    693483109 POSCO A D R    
    48268K101 KT CORP SP A D R 5,569 4,613
    70450Y103 PAYPAL HOLDINGS INC    
    74925K581 ROBECO BOSTON PARTNE    
    31620M106 FIDELITY NATL INFORM 2,872 6,217
    892356106 TRACTOR SUPPLY CO    
    539830109 LOCKHEED MARTIN CORP 7,331 9,385
    151020104 CELGENE CORPORATION    
    438516106 HONEYWELL INTERNATIO 5,740 7,499
    60687Y109 MIZUHO FNL GRP A D R 6,302 4,727
    166764100 CHEVRON CORPORATION 7,233 7,613
    65339F101 NEXTERA ENERGY INC 2,756 6,313
    86562M209 SUMITOMO MITSUI FINL 8,305 8,333
    149498107 CAUSEWAY EMERGING MA 35,787 38,427
    500467501 KONINKLIJKE AHOLD DE 3,141 4,069
    17275R102 CISCO SYSTEMS INC 8,286 8,246
    N22717107 CORE LABORATORIES N    
    192446102 COGNIZANT TECHNOLOGY    
    28176E108 EDWARDS LIFESCIENCES    
    71646E100 PETRO CHINA COMPANY    
    084670702 BERKSHIRE HATHAWAY I    
    143658300 CARNIVAL CORP 3,012 2,570
    882508104 TEXAS INSTRUMENTS IN 6,989 7,453
    G5494J103 LINDE PLC 3,106 3,918
    30303M102 FACEBOOK INC A    
    366505105 GARRETT MOTION INC 23 23
    14365C103 CARNIVAL PLC A D R    
    98426T106 YY INC A D R    
    G0177J108 ALLERGAN PLC 4,049 4,439
    09857L108 BOOKING HOLDINGS INC    
    29446M102 EQUINOR ASA SPON ADR    
    126132109 CNOOC LTD A D R    
    84473L105 SOUTH32 W I A D R 67 73
    23304Y100 DBS GROUP HLDGS LTD 2,453 2,430
    76118Y104 RESIDEO TECHNOLOGIES    
    23283R100 CYRUSONE INC 3,933 4,112
    718172109 PHILIP MORRIS INTL 5,693 5,805
    226718104 CRITEO SA SPON A D R 2,522 2,053
    007924103 AEGON N V NY REG SHR 3,025 1,837
    45857P707 INTERCONTINENTAL HOT    
    759530108 RELX PLC SPON A D R    
    861012102 STMICROELECTRONICS N    
    705015105 PEARSON P L C A D R 3,176 2,475
    69832A205 PANASONIC CORP A D R    
    04623U102 ASTELLAS PHARMA INC 1,727 2,296
    456837103 I N G GROEP NV SPONS    
    20030N101 COMCAST CORP CL A 8,176 8,742
    00846U101 AGILENT TECHNOLOGIES 1,975 2,181
    31502A303 FERGUSON NEWCO PLC A 1,542 1,851
    088606108 B H P BILLITON LIMIT 3,403 3,040
    212015101 CONTINENTAL RESOURCE 1,636 1,266
    461202103 INTUIT INC 3,983 3,883
    512807108 LAM RESEARCH CORP 1,724 2,401
    91913Y100 VALERO ENERGY CORP 1,355 1,528
    858912108 STERICYCLE INC COMMO 1,261 1,696
    74144T108 T ROWE PRICE GROUP I 1,101 1,236
    88579Y101 3M CO 1,895 1,867
    441593100 HOULIHAN LOKEY INC 1,601 1,716
    20441A102 CIA SANEAMENTO BASIC 4,541 5,031
    171798101 CIMAREX ENERGY CO 1,001 827
    G6564A105 NOMAD FOODS LTD 1,012 1,029
    606822104 MITSUBISHI UFJ FINL 2,537 2,857
    025537101 AMERICAN ELECTRIC PO 1,537 1,553
    458140100 INTEL CORP 3,081 3,599
    494368103 KIMBERLY CLARK CORP 1,380 1,363
    260003108 DOVER CORP 1,767 2,007
    437076102 HOME DEPOT INC 3,694 3,749
    983919101 XILINX INC 3,501 2,876
    042735100 ARROW ELECTRONICS IN 1,262 1,434
    H01301128 ALCON INC 139 166
    060505104 BANK OF AMERICA CORP 2,920 3,299
    N72482123 QIAGEN N V 7,303 7,704
    87166B102 SYNEOS HEALTH INC 1,673 1,867
    M8737E108 TARO PHARMACEUTICAL 1,008 1,161
    4812A1696 JPMORGAN TR I US SMA 18,021 19,853
    58933Y105 MERCK AND CO INC 4,270 4,708
    Y2065G121 DHT HOLDINGS INC 1,007 1,226
    20825C104 CONOCOPHILLIPS 2,041 1,978
    12504L109 CBRE GROUP INC 2,933 3,307
    29274F104 ENERSIS SA SPONSORED 1,048 1,180
    767204100 RIO TINTO PLC A D R 4,777 4,256
    101121101 BOSTON PPTYS INC 1,207 1,247
    G7496G103 RENAISSANCE RE HOLDI 2,912 3,013
    25746U109 DOMINION RESOURCES I 1,014 1,080
    22822V101 CROWN CASTLE INTL CO 1,061 1,069
    539439109 LLOYDS BANKING GROUP 1,016 1,079
    071813109 BAXTER INTERNATIONAL 1,389 1,393
    09215C105 BLACK KNIGHT INC 2,290 2,394
    11135F101 BROADCOM INC 1,698 1,897
    12572Q105 CME GROUP INC 6,211 6,285
    054937107 B B T CORP 1,916 2,079
    867224107 SUNCOR ENERGY INC 1,005 973
    03755L104 APERGY CORP 1,051 868
    404280406 HSBC HOLDINGS PLC SP 3,494 3,167
    127055101 CABOT CORP 1,006 1,034
    231021106 CUMMINS INC 3,400 3,657
    361448103 G A T X CORP 1,885 2,021
    580135101 MCDONALDS CORP 1,704 1,556
    743315103 PROGRESSIVE CORP 3,967 3,579
    833034101 SNAP ON INC 2,290 2,246
    754730109 RAYMOND JAMES FINL I 2,244 2,515
    810186106 THE SCOTTS MIRACLE G 1,474 1,516
    871607107 SYNOPSYS INC 4,017 4,372
    020002101 ALLSTATE CORP 1,033 1,114
    237194105 DARDEN RESTAURANTS I 2,344 2,250
    742718109 PROCTER GAMBLE CO 3,321 3,540
    277432100 EASTMAN CHEM CO 1,599 1,646
    747798106 QUDIAN INC SPON A D 978 570
    55261F104 M T BANK CORP 1,040 988
    00971T101 AKAMAI TECHNOLOGIES 2,281 2,526
    98389B100 X CEL ENERGY INC 1,340 1,353
    49338L103 KEYSIGHT TECHNOLOGIE 3,231 4,067
    30040W108 EVERSOURCE ENERGY 1,325 1,405
    03064D108 AMERICOLD REALTY TRU 2,725 3,047
    03073E105 AMERISOURCEBERGEN CO 1,608 1,670
    00507V109 ACTIVISION BLIZZARD 1,102 1,316
    00912X302 AIR LEASE CORP 1,551 1,811
    G25839104 COCA COLA EUROREAN P 10,163 8,931
    369550108 GENERAL DYNAMICS COR 4,348 4,362
    493267108 KEYCORP 1,645 1,881
    125896100 C M S ENERGY CORP 1,174 1,226
    81211K100 SEALED AIR CORP 1,672 1,509
    G0751N103 ATLANTICA YIELD PLC 1,450 1,607
    464288877 ISHARES MSCI EAFE VA 45,869 47,172
    244199105 DEERE CO. 1,143 1,176
    427866108 THE HERSHEY COMPANY 1,099 1,185
    574599106 MASCO CORP 2,205 2,653
    053015103 AUTOMATIC DATA PROCE 1,642 1,708
    052769106 AUTODESK INC 3,164 3,437
    482480100 KLA TENCOR CORPORATI 1,844 2,458
    090572207 BIO RAD LABS INC CL 1,510 1,847
    023608102 AMEREN CORP 1,374 1,338
    94106L109 WASTE MGMT INC 2,111 2,032
    911271302 UNITED OVERSEAS BK L 1,031 1,019
    01741R102 ALLEGHENY TECHNOLOGI 1,771 1,683
    92937A102 WPP PLC SPONSORED A 4,801 5,029
    528877103 LEXINFINTECH HLDGS L 970 1,012
    464287473 ISHARES RUSSELL MIDC 35,310 36,839
    24906P109 DENTSPLY SIRONA INC 1,276 1,244
    45866F104 INTERCONTINENTAL EXC 3,708 4,049
    110122108 BRISTOL MYERS SQUIBB 1,103 1,424
    693475105 P N C FINANCIAL SERV 5,414 6,128
    038222105 APPLIED MATERIALS IN 2,333 3,185
    278265103 EATON VANCE CORP 1,335 1,509
    375558103 GILEAD SCIENCES INC 1,064 1,076
    012653101 ALBEMARLE CORP 1,297 1,242
    099724106 BORG WARNER INC 1,423 1,430
    980745103 WOODWARD INC 2,923 3,037
    06738E204 BARCLAYS PLC A D R 1,183 1,392
    808524847 SCHWAB US REIT ETF 44,978 46,265
    30231G102 EXXON MOBIL CORP 2,715 2,385
    37940X102 GLOBAL PAYMENTS INC 7,001 7,968
    05577E101 B T GROUP P L C A D 1,123  
    20441B407 COMPANHIA PARANAENSE 986 1,153
    12626K203 CRH PLC ADR 2,459 2,873
    760759100 REPUBLIC SVCS INC 4,799 4,876
    860630102 STIFEL FINANCIAL COR 1,506 1,688
    03662Q105 A N S Y S INC 2,595 3,311
    911312106 UNITED PARCEL SERVIC 1,268 1,437
    50540R409 LABORATORY CRP OF AM 1,702 1,723
    74251V102 PRINCIPAL FINANCIAL 1,059 992
    260557103 DOW INC 1,339 1,441
    759351604 REINSURANCE GROUP AM 2,444 2,647
    126408103 CSX CORP 2,512 2,361
    532457108 ELI LILLY CO 1,293 1,408
    835495102 SONOCO PRODS CO 1,359 1,271
    931142103 WAL MART STORES INC 2,523 2,620
    23331A109 D R HORTON INC 2,812 3,487
    74460D109 PUBLIC STORAGE INC 1,245 1,053
    756109104 REALTY INCOME CORP 3,309 3,525
    03027X100 AMERICAN TOWER CORP 2,571 2,568

    TY 2018 InvestmentsOtherSchedule2
    Name:
    ALBERT J BUHRMAN CHARITABLE FOUNDATION
    EIN:
    43-6863596
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    00203H859 AQR MANAGED FUTURES      
    87245P668 TIAA CREF INFLATION AT COST 3,847 3,907

    TY 2018 OtherExpensesSchedule
    Name:
    ALBERT J BUHRMAN CHARITABLE FOUNDATION
    EIN:
    43-6863596
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 177 177   0


    TY 2018 OtherIncomeSchedule2
    Name:
    ALBERT J BUHRMAN CHARITABLE FOUNDATION
    EIN:
    43-6863596
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 128 0  


    TY 2018 OtherIncreasesSchedule
    Name:
    ALBERT J BUHRMAN CHARITABLE FOUNDATION
    EIN:
    43-6863596
    Description Amount
    COST BASIS ADJUSTMENT 751
    CURRENT YEAR DISTRIBUTION NOT CLEARED 11,825


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    ALBERT J BUHRMAN CHARITABLE FOUNDATION
    EIN:
    43-6863596
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 732 658   73


    TY 2018 TaxesSchedule
    Name:
    ALBERT J BUHRMAN CHARITABLE FOUNDATION
    EIN:
    43-6863596
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 813 813   0
    FEDERAL ESTIMATES PAID 796 0   0