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
BARRON FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)5970 WING LAKE ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BLOOMFIELD HILLS, MI48301
A Employer identification number

38-2346776
B Telephone number (see instructions)

(248) 357-1995
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$1,656,543J 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... 26,010 26,010  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,271
b Gross sales price for all assets on line 6a 118,457
7 Capital gain net income (from Part IV, line 2)... 12,271
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 9,633 9,633  
12 Total. Add lines 1 through 11........ 47,914 47,914  
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).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,975 994   2,981
c Other professional fees (attach schedule).... Click to see attachment 5,200 5,200   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,560 2,560   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 10,000 2,500   7,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,735 11,254   10,481
25 Contributions, gifts, grants paid....... 68,400 68,400
26 Total expenses and disbursements. Add lines 24 and 25 90,135 11,254   78,881
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -42,221
b Net investment income (if negative, enter -0-) 36,660
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............. 44,889 68,751 68,751
2 Savings and temporary cash investments.........      
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.......... 1,160    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 878,801 Click to see attachment803,259 1,352,916
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment225,759 Click to see attachment234,876 Click to see attachment234,876
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,150,609 1,106,886 1,656,543
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
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 1,150,609 1,106,886
30 Total net assets or fund balances (see instructions)..... 1,150,609 1,106,886
31 Total liabilities and net assets/fund balances (see instructions). 1,150,609 1,106,886
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
1,150,609
2
Enter amount from Part I, line 27a .....................
2
-42,221
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,108,388
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,502
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,106,886
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 90 SH DANAHER P 2010-02-05 2019-04-01
b 80 SH MICROSOFT P 2000-12-20 2019-04-01
c 80 SH LOWE'S CO P 2017-01-17 2019-04-01
d 210 SH COGNIZANT TECHNOLOGY P 2015-08-05 2019-05-22
e 260 SH NAT'L OILWELL VARCO P 2011-11-10 2019-06-26
80 SH ARTHUR J. GALLAGHER CO P 2013-08-13 2019-07-01
25 SH ROPER IND P 2013-08-13 2019-07-01
285 SH ANDARKO PETROLEUM P 2013-02-21 2019-08-09
.62 SH OCCIDENTAL PETROLEUM P 2013-02-21 2019-08-12
83 SH OCCIDENTAL PETROLEUM P 2019-08-09 2019-08-27
45 SH ALIGN TECHNOLOGY P 2018-09-14 2019-09-05
65 SH ULTA SALON P 2016-03-10 2019-09-18
200 SH CELGENE P 2012-11-28 2019-11-21
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 11,826   2,409 9,417
b 9,506   1,684 7,822
c 8,769   5,793 2,976
d 13,008   14,210 -1,202
e 5,686   16,598 -10,912
7,102   3,553 3,549
9,298   3,191 6,107
16,815   22,927 -6,112
28     28
3,499     3,499
8,087   17,556 -9,469
14,833   10,422 4,411
10,000   7,843 2,157
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       9,417
b       7,822
c       2,976
d       -1,202
e       -10,912
      3,549
      6,107
      -6,112
      28
      3,499
      -9,469
      4,411
      2,157
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 12,271
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 123,674 1,690,490 0.073159
2016 404,581 1,691,165 0.239232
2015 254,811 1,817,235 0.140219
2014 177,958 1,932,519 0.092086
2013 423,725 2,141,245 0.197887
2
Total of line 1, column (d) .....................
2
0.742583
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
0.148517
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,619,719
5
Multiply line 4 by line 3......................
5
240,556
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
367
7
Add lines 5 and 6........................
7
240,923
8
Enter qualifying distributions from Part XII, line 4,.............
8
78,881
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 1 733
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........................... 3 733
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- ..... 5 733
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 0
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 29
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 762
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
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
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
     
    No
    Website addressbulletN/A
    14
    The books are in care ofbulletGUY L BARRON Telephone no.bullet (248) 357-1995

    Located atbullet29100 NORTHWESTERN STE 430SOUTHFIELDMI ZIP+4bullet48034
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    NORA LEE BARRON TRUSTEE
    1.00     		0 0 0
    5970 WING LAKE RD
    BLOOMFIELD HILLS,MI48301
    GUY L BARRON TRUSTEE
    1.00     		0 0 0
    5970 WING LAKE RD
    BLOOMFIELD HILLS,MI48301
    ERIC BARRON TRUSTEE
    1.00     		0 0 0
    147 S BOWLING GREEN WAY
    LOS ANGELES,CA90049
    MARC BARRON TRUSTEE
    1.00     		0 0 0
    287 RAVINE
    BIRMINGHAM,MI48009
    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
    1,356,504
    b
    Average of monthly cash balances.......................
    1b
    53,005
    c
    Fair market value of all other assets (see instructions)................
    1c
    234,876
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,644,385
    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
    1,644,385
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    24,666
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,619,719
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    80,986
    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
    80,986
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    733
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    733
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    80,253
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    80,253
    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
    80,253
    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
    78,881
    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
    78,881
    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
    78,881
    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 80,253
    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...... 316,018
    b From 2014...... 83,984
    c From 2015...... 165,397
    d From 2016...... 322,337
    e From 2017...... 41,709
    fTotal of lines 3a through e........ 929,445
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 78,881
    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..... 78,881
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 1,372 1,372
    (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 5 928,073
    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) ...     		314,646
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		613,427
    10 Analysis of line 9:
    a Excess from 2014.... 83,984
    b Excess from 2015.... 165,397
    c Excess from 2016.... 322,337
    d Excess from 2017.... 41,709
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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
    SKOWHEGAN SCHOOL OF PAINTING & SCULPTURE
    136 WEST 22ND STREET
    NEW YORK,NY10011     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 2,000
    BRILLIANT DETROIT
    5675 LARKINS
    DETROIT,MI48210     		NONE PUBLIC CHARITY GIFT TO GENERAL FUNDGIFT TO GENERAL FUND 1,000
    CAMP MAKE A DREAM
    121 W LONG LAKE RD
    BLOOMFIELD HILLS,MI48304     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 1,000
    CIVIC LEADERSHIP FOUNDATION
    PO BOX 456
    GLENCOE,IL60022     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 1,000
    ANDREW J DREYER MEMORIAL FUND
    444 E 86TH ST
    NEW YORK,NY10028     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 1,000
    CRANBROOK'S BROOKSIDE SCHOOL
    PO BOX 801
    BLOOMFIELD HILLS,MI48303     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 3,500
    DETROIT RIVERFRONT CONSERVANCY
    600 RENAISSANCE CENTER
    DETROIT,MI48243     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 1,000
    DETROIT SYMPHONY ORCHESTRA
    3711 WOODWARD AVE
    DETROIT,MI48201     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 3,000
    GLEANERS COMMUNITY FOOD BANK
    2131 BEAUFAIT
    DETROIT,MI48207     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 1,000
    ISSAC AGREE DOWNTOWN SYNAGOGUE
    1457 GRISWOLD ST
    DETROIT,MI48226     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 1,000
    HIGHER HOPES
    5140 W PEORIA AVE
    GLENDALE,AZ85302     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 1,000
    HILLEL UNIVERSITY OF MICHIGAN
    1429 HILL ST
    ANN ARBOR,MI48104     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 1,000
    JARC
    30301 NORTHWESTERN
    FARMINGTON HILLS,MI48334     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 10,000
    MEMORIAL SLOAN KETTERING CANCER CENTER
    1275 YORK AVE
    NEW YORK,NY10065     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 5,000
    JEWISH HOSPICE AND CHAPLAINCY NETWORK
    66555 W MAPLE
    WEST BLOOMFIELD,MI48243     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 1,000
    KADIMA
    15999 W 12 MILE RD
    SOUTHFIELD,MI48076     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 1,000
    PORTLAND ART MUSEUM
    1219 SW PARK AVE
    PORTLAND,OR97205     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 5,000
    LOS ANGELES LEADERSHIP ACADEMY
    2670 GRIFFIN AVE
    LOS ANGELES,CA90031     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 6,000
    MICHIGAN PSYCHOANALYTIC FDN
    32841 MIDDLEBELT STE 411
    FARMINGTON HILLS,MI48334     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 1,000
    PHILLIPS BROOKS HOUSE ASSOCIATION
    HARVARD YARD
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 1,000
    PALM SPRINGS ART MUSEUM
    101 MUSEUM DRIVE
    PALM DESERT,CA92262     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 2,500
    PALM SPRINGS FRIENDS OF THE PHILHARMONIC
    PO BOX 12770
    PALM DESERT,CA92255     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 500
    SARCOMA FOUNDATION OF AMERICA
    9899 MAIN STREET
    DAMASCUS,MD20872     		NONE PUBLIC CHARITY STAND UP TO SARCOMA EVENT 1,000
    RANCHO MIRAGE WRITERS FESTIVAL
    71-100 HIGHWAY 111
    RANCHO MIRAGE,CA92270     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 4,000
    TEMPLE ISRAEL
    5725 WALNUT LAKE RD
    WEST BLOOMFIELD,MI48323     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 3,900
    THE CHINATI FOUNDATION
    PO BOX 1135
    MARFA,TX79843     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 1,000
    THE FRIENDSHIP CIRCLE
    6892 WEST MAPLE
    WEST BLOOMFIELD,MI48322     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 1,000
    UNCHAINED AT LAST
    208 LENOX AVE
    WESTFIELD,NJ07090     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 1,000
    THE VINTAGE CLUB EMPLOYEE SCHOLARSHIP FUND
    75-105 MERLE DRIVE
    PALM DESERT,CA92211     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 5,000
    YAD EZRA
    2850 W ELEVEN MILE RD
    BERKLEY,MI48072     		NONE PUBLIC CHARITY GIFT TO GENERAL FUND 1,000
    Total .................................bullet 3a 68,400
    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 26,010  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 9,633  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 8,101 4,170
    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 43,744 4,170
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    47,914
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    4 RETURN ON INVESTMENTS
    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:
    BARRON FAMILY FOUNDATION
    EIN:
    38-2346776
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    H. JAMES ZACK, C.P.A., P.C. 3,975 994   2,981

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    BARRON FAMILY FOUNDATION
    EIN:
    38-2346776
    Name of Stock End of Year Book Value End of Year Fair Market Value
    300 SH AT&T INC 10,651 11,214
    22 SH AMAZON INC 6,817 39,618
    115 SH APPLE INC 6,131 30,734
    65 SH BOEING CO 4,450 23,802
    145 SH CVS HEALTH CORPORATION 4,474 10,914
    140 SH CATERPILLAR INC 7,086 20,262
    100 SH CHEVRON CORPORATION 12,191 11,713
    75 SH COSTCO WHSL CORP 2,258 22,486
    155 SH EXXON MOBIL CORPORATION 13,346 10,560
    110 SH F5 NETWORKS INC 12,381 16,028
    80 SH GOLDMAN SACHS GROUP INC 13,112 17,708
    400 SH HORMEL FOODS CORP 11,565 17,812
    255 SH JPMORGAN CHASE & CO 9,487 33,599
    220 SH MICROSOFT CORP 4,631 33,304
    170 SH PROCTER & GAMBLE 10,471 20,750
    75 SH ROPER INDUSTRIES INC 6,022 27,028
    175 SH SCHLUMBERGER LTD 7,303 6,335
    100 SH SKYWORKS SOLUTIONS INC 3,186 9,830
    100 SH SNAP ON INC 12,536 16,046
    235 SH SYNOPSYS INC 8,538 33,144
    510 SH TJX COS INC 5,488 31,176
    155 SH UNITED TECHNOLOGIES CORP 13,794 22,993
    100 SH UNITEDHEALTH GROUP INC 6,721 27,987
    90 SH WABTEC 3,686 7,071
    100 SH 3M COMPANY 9,332 16,977
    750 SH ISHARES CORE S&P ETF MIDCA[ 92,030 150,825
    1180 SH ISHARES CORE S&P ETF SMALL CAP 47,845 96,536
    1435 SH ISHARES GOLD TRUST 17,032 20,061
    1650 SH VANGUARD FTSE EMERG MKT 66,360 69,399
    4705 SH VANGUARD FTSE DEV MKT 162,321 202,174
    150 SH FACEBOOK 12,822 30,246
    140 SH DANAHER CORP 3,791 20,437
    220 SH ARTHUR J GALLAGHER & CO 9,771 20,519
    400 VANGUARD HIGH DIVIDENT 30,233 36,704
    400 WEYERHAUSER 12,103 11,804
    195 SH LOWES COMPANIES 14,120 22,875
    345 SH GENTEX CORP 7,014 9,798
    300 SH BRISTOL-MYERS SQUIBB 5,589 17,082
    245 SH ABBVIE INC 21,863 21,494
    100 SH AMERISOURCE BERGEN 8,261 8,791
    20 SH INTUITIVE SURGICAL 8,005 11,858
    30 SH NETFLIX 9,794 9,440
    245 SH NUCOR 14,838 13,808
    35 SH NVIDIA 7,502 7,586
    100 SH STRYKER 15,708 20,486
    200 WARRANTS BRISTOL MYERS SQUIBB 0 430
    715 SH KINDERMORGAN 14,986 14,021
    900 SH KEYCORP 15,614 17,451

    TY 2018 OtherAssetsSchedule
    Name:
    BARRON FAMILY FOUNDATION
    EIN:
    38-2346776
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    CASH VALUE LIFE INSURANCE 225,759 234,876 234,876


    TY 2018 OtherDecreasesSchedule
    Name:
    BARRON FAMILY FOUNDATION
    EIN:
    38-2346776
    Description Amount
    NON DEDUCTIBLE PENALTY 2
    NON DEDUCTIBLE DONATIONS 1,500


    TY 2018 OtherExpensesSchedule
    Name:
    BARRON FAMILY FOUNDATION
    EIN:
    38-2346776
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICERS LIFE INSURANCE 10,000 2,500   7,500


    TY 2018 OtherIncomeSchedule2
    Name:
    BARRON FAMILY FOUNDATION
    EIN:
    38-2346776
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS 9,633 9,633 9,633


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    BARRON FAMILY FOUNDATION
    EIN:
    38-2346776
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SIGMA INVESTMENT 5,200 5,200   0


    TY 2018 TaxesSchedule
    Name:
    BARRON FAMILY FOUNDATION
    EIN:
    38-2346776
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX ON NET INVESTMENT INCOME 2,560 2,560   0