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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
BARON & BLUE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 802044
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX75380
A Employer identification number

75-2965720
B Telephone number (see instructions)

(214) 692-5789
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$3,113,238J 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) 148,897
2 Check bullet.............
3 Interest on savings and temporary cash investments 42,171 42,171  
4 Dividends and interest from securities... 27,375 27,375  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -10,776
b Gross sales price for all assets on line 6a 2,137,838
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 207,667 69,546  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,980 198   1,782
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 5,400 2,700   2,700
c Other professional fees (attach schedule).... Click to see attachment 21,969 21,969   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,569 933   136
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 13,004 1,955   11,049
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 44,922 27,755   15,667
25 Contributions, gifts, grants paid....... 799,500 799,500
26 Total expenses and disbursements. Add lines 24 and 25 844,422 27,755   815,167
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -636,755
b Net investment income (if negative, enter -0-) 41,791
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 271,569 310,356 310,356
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment697,631 1,229,949
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment1,065,362 1,114,986
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,844,770 Click to see attachment394,141 457,947
14 Land, buildings, and equipment: basis bullet4,787
Less: accumulated depreciation (attach schedule) bullet4,787      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,116,339 2,467,490 3,113,238
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 52,564 52,564
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 52,564 52,564
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,063,775 2,414,926
29 Total net assets or fund balances (see instructions)..... 3,063,775 2,414,926
30 Total liabilities and net assets/fund balances (see instructions). 3,116,339 2,467,490
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,063,775
2
Enter amount from Part I, line 27a .....................
2
-636,755
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
10,435
4
Add lines 1, 2, and 3 ..........................
4
2,437,455
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
22,529
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,414,926
Form 990-PF (2020)
Form 990-PF (2020)
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 UBS# 9150 P    
b UBS# 9151 P    
c UBS# 9152 P    
d UBS# 9153 P    
e UBS# 9154 P    
UBS# 9156 P    
UBS# 9230 P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 502,714   500,842 1,872
b 453,949   459,552 -5,603
c 34,547   52,011 -17,464
d 269,522   283,382 -13,860
e 86,778   71,222 15,556
324,654   312,662 11,992
465,311   468,943 -3,632
363     363
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       1,872
b       -5,603
c       -17,464
d       -13,860
e       15,556
      11,992
      -3,632
      363
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 -10,776
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 581
c All other domestic foundations enter 1.39% 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........................... 3 581
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- ..... 5 581
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,109
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 2,109
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 1,528
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,528 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the 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)
    bulletTX
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletWWW.BARONANDBLUEFOUNDATION.ORG
    14
    The books are in care ofbulletHELEN HOLMAN Telephone no.bullet (214) 692-5789

    Located atbulletPO BOX 802044DALLASTX ZIP+4bullet75380
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    LISA A BLUE BARON DIRECTOR/PRESIDENT/TREASUR
    1.00     		0 0 0
    PO BOX 802044
    DALLAS,TX75380
    BETH TAYLOR DIRECTOR
    1.00     		0 0 0
    PO BOX 802044
    DALLAS,TX75380
    COURTNEY BARON DIRECTOR/VP/SECRETARY
    1.00     		0 0 0
    PO BOX 802044
    DALLAS,TX75380
    LAURA MILLER DIRECTOR
    1.00     		0 0 0
    PO BOX 802044
    DALLAS,TX75380
    LARA ASHMORE EXECUTIVE DIRECTOR
    25.00     		1,980 0 0
    PO BOX 802044
    DALLAS,TX75380
    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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    2,797,222
    b
    Average of monthly cash balances.......................
    1b
    311,175
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,108,397
    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
    3,108,397
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    46,626
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,061,771
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    153,089
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    153,089
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    581
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    581
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    152,508
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    152,508
    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
    152,508
    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
    815,167
    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
    815,167
    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
    815,167
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 152,508
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 97,456
    b From 2016...... 535,527
    c From 2017...... 340,104
    d From 2018...... 159,829
    e From 2019...... 935,441
    fTotal of lines 3a through e........ 2,068,357
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 815,167
    a Applied to 2019, 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 2020 distributable amount..... 152,508
    e Remaining amount distributed out of corpus 662,659
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,731,016
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		97,456
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		2,633,560
    10 Analysis of line 9:
    a Excess from 2016.... 535,527
    b Excess from 2017.... 340,104
    c Excess from 2018.... 159,829
    d Excess from 2019.... 935,441
    e Excess from 2020.... 662,659
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    LISA A BLUE BARON
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    EXECUTIVE DIRECTOR
    PO BOX 25464
    DALLAS,TX75225
    (214) 692-5789
    bThe form in which applications should be submitted and information and materials they should include:
    COMPLETED BARON AND BLUE FOUNDATION APPLICATION WITH THE FOLLOWING: A. ONE PAGE COVER LETTER GIVING A BRIEF HISTORY OF THE ORGANIZATION B. DESCRIPTION OF HOW THE FUNDS WILL BE USED. INCLUDE A LIST OF ANTICIPATED RESULTS AND A TIMETABLE OF IMPLEMENTATION. ALSO INCLUDE HOW THE PROJECT WILL BE SUPPORTED AFTER THE GRANT PERIOD (INCLUDE PROJECTED INCOME SOURCES). THIS SHOULD BE 3 TO 4 PAGES DOUBLE-SPACED. C. DOCUMENTATION OF ORGANIZATION'S 501C (3) TAX EXEMPT STATUS D. LIST OF BOARD OFFICERS/TRUSTEES (INCLUDE THEIR PROFESSIONS) E. PROGRAM/PROJECT BUDGET (INCOME AND EXPENSES) F. CURRENT OPERATING BUDGET FOR ENTIRE ORGANIZATION (INCOME AND EXPENSES) G. CURRENT YTD INCOME/EXPENSE STATEMENT H. IRS FORM 990 FROM LAST 2 YEARS I. COPY OF ORGANIZATION ANNUAL REPORT J. LIST OTHER GRANTS OR MATCHING FUNDS APPLIED FOR BY YOUR ORGANIZATION FOR THIS PROGRAM K. LIST OTHER FUNDS/GRANTS RECEIVED BY YOUR ORGANIZATION FOR THIS PROGRAM L. COPIES OF THE LAST TWO BOARD MEETING MINUTES
    cAny submission deadlines:
    APRIL 1 OCTOBER 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE BOARD OF DIRECTORS OF THE CORPORATION WILL AUTHORIZE CONTRIBUTIONS TO IRC SECTION 501(C)(3) ORGANIZATIONS TO SUPPORT CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC, LITERARY OR CULTURAL PURPOSES.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    ATTITUDES & ATTIRE
    2050 N STEMMONS FREEWAY UNIT 102
    DALLAS,TX75207     		NONE PC SUPPORT GENERAL OPERATIONS 10,000
    CITIZENS FOR RESPONSIBILITY & ETHICS IN WASHINGTON
    455 MASSACHUSETTS AVE NW 6TH FLOOR
    WASHINGTON,DC20001     		NONE PC ETHICS AND TRANSPARENCY IN GOVERNMENT 10,000
    DALLAS AREA HABITAT FOR HUMANITY
    2800 N HAMPTON ROAD
    DALLAS,TX75212     		NONE PC HOMEOWNERSHIP 2,500
    DALLAS MISSION FOR LIFE INC
    1100 CADIZ STREET
    DALLAS,TX75215     		NONE PC ACCOUNTABILITY-BASED RECOVERY PROGRAMS 35,000
    DALLAS SERVICES
    5442 LA SIERRA DRIVE
    DALLAS,TX75231     		NONE PC CENTER FOR VISION HEALTH 15,000
    DME EXCHANGE OF DALLAS
    12015 SHILOH ROAD STE 130
    DALLAS,TX75228     		NONE PC SUPPORT GENERAL OPERATIONS 5,000
    ENVIRONMENT TEXAS RESEARCH AND POLICY CENTER
    815 BRAZOS ST SUITE 600
    AUSTIN,TX78701     		NONE PC ENVIRONMENTAL 500
    EXODUS MINISTRIES
    4630 MUNGER AVENUE 110
    DALLAS,TX75204     		NONE PC SUPPORT GENERAL OPERATIONS 5,000
    FAMILY GATEWAY
    711 S ST PAUL STREET
    DALLAS,TX75201     		NONE PC EMERGENCY SHELTER & HOTEL OVERFLOW PROGRAM 25,000
    GRAND PRAIRIE UNITED CHARITIES
    1417 DENSMAN
    GRAND PRAIRIE,TX75051     		NONE PC LOW-INCOME PROGRAM ASSISTANCE. 10,000
    GUATEMALA SANA CHILDRENS PROJECT
    6810 FM 1960 WEST
    HOUSTON,TX77069     		NONE PC HEALTHCARE AND EDUCATION 10,000
    HUMAN RIGHTS CAMPAIGN FOUNDATION
    1640 RHODE ISLAND AVE NW
    WASHINGTON,DC20036     		NONE PC MAJOR DONORS PROGRAM 10,000
    INTERDENOMINATIONAL MINISTERIAL ALLIANCE
    8350 FOREST LANE
    DALLAS,TX75243     		NONE PC SUPPORT GENERAL OPERATIONS 13,000
    LEGACY COUNSELING CENTER
    4054 MCKINNEY AVE STE 102
    DALLAS,TX75204     		NONE PC FOUNDERS COTTAGE PROGRAM 20,000
    LEGAL AID OF NORTHWEST TEXAS
    600 E WEATHERFORD STREET
    FORT WORTH,TX76102     		NONE PC PROVIDE CIVIL LEGAL AID TO LOW-INCOME FAMILIES 100,000
    LEGAL AID OF NORTHWEST TEXAS
    600 E WEATHERFORD STREET
    FORT WORTH,TX76102     		NONE PC 2020 AND 2021 CAMPAIGN FOR EQUAL ACCESS TO JUSTICE 7,500
    LIFELINE SHELTER FOR FAMILIES INC
    123 W MAIN SUITE 300
    GRAND PRAIRIE,TX75050     		NONE PC SUPPORT GENERAL OPERATIONS 10,000
    MOSAIC FAMILY SERVICES
    12225 GREENVILLE AVE STE 800
    DALLAS,TX75243     		NONE PC SUPPORT GENERAL OPERATIONS 30,000
    NEW FRIENDS NEW LIFE
    PO BOX 192378
    DALLAS,TX75219     		NONE PC SUPPORT GENERAL OPERATIONS 25,000
    POUND CIVIL JUSTICE INSTITUTE
    777 SIXTH STREET NW SUITE 200
    WASHIINGTON,DC20001     		NONE PC SUPPORT GENERAL OPERATIONS 3,500
    PRISM HEALTH NORTH TEXAS
    351 W JEFFERSON BLVD SUITE 300
    DALLAS,TX752087860     		NONE PC EMERGENCY HOUSING FOR HOMELESS CLIENTS 5,000
    RAINBOW DAYS
    8150 NORTH CENTRAL EXPRESSWAY SUITE
    M1003
    DALLAS,TX75206     		NONE PC FAMILY CONNECTION PROGRAM 15,000
    RESTORED HOPE MINISTRIES
    PO BOX 710127
    DALLAS,TX75371     		NONE PC GRANT AWARDS AND GENERAL FUNDS 20,000
    SHARED HOUSING CENTER INC
    402 N GOOD LATIMER EXPY
    DALLAS,TX75204     		NONE PC TRANSITIONAL SHELTERS AND PROGRAM STAFF 25,000
    SOUPMOBILE
    3017 COMMERCE ST
    DALLAS,TX75226     		NONE PC SUPPORT GENERAL OPERATIONS 5,000
    TEXAS APPLESEED
    1609 SHOAL CREEK 201
    AUSTIN,TX78701     		NONE PC GOOD APPLE EVENT 1,000
    TEXAS JUSTICE AND EDUCATION FUND
    PO BOX 15242
    WASHINGTON,DC20003     		NONE PC SUPPORT GENERAL OPERATIONS 75,000
    THE BRIDGE
    1818 CORSICANA STREET
    DALLAS,TX75201     		NONE PC SUPPORT GENERAL OPERATIONS 25,000
    THE FAMILY PLACE
    PO BOX 7999
    DALLAS,TX75209     		NONE PC SUPPORTIVE LIVING PROGRAM 10,000
    THE HOCKADAY SCHOOL
    11600 WELCH ROAD
    DALLAS,TX75229     		NONE PC 2020-2021 ANNUAL FUND 10,000
    THE STEWPOT OF FIRST PRESBYTERIAN CHURCH
    1835 YOUNG STREET
    DALLAS,TX75201     		NONE PC COMMUNITY MINISTRIES 15,000
    UNDER 1 ROOF
    5787 S HAMPTON STE 270
    DALLAS,TX75232     		NONE PC SUPPORT GENERAL OPERATIONS 25,000
    UNLOCKING DOORS
    12225 GREENVILLE AVE STE 850
    DALLAS,TX75243     		NONE PC SUPPORT GENERAL OPERATIONS 1,000
    UNT DALLAS FOUNDATION
    7300 UNIVERSITY HILLS BLVD
    DALLAS,TX75241     		NONE PC UNT DALLAS COLLEGE OF LAW COMMUNITY LAWYERING CENTER (FRAZIER) 100,000
    VOGEL ALCOVE
    1738 GANO ST
    DALLAS,TX75215     		NONE PC THERAPEUTIC EARLY CHILDHOOD EDUCATION PROGRAM 15,000
    FOUNDATION OF THE AMERICAN BOARD OF TRIAL ADVOCATES
    2001 BRYAN ST STE 3000
    DALLAS,TX75201     		NONE PC SUPPORT GENERAL OPERATIONS 1,500
    ADORAM BAPTIST CHURCH
    522 NORTH TEACHEY ROAD
    WALLACE,NC28466     		NONE PC SUPPORT GENERAL OPERATIONS 5,000
    AMERICAN ASSOCIATION FOR JUSTICE EDUCATION FUND
    777 SIXTH STREET NW SUITE 200
    WASHINGTON,DC20001     		NONE PC SUPPORT GENERAL OPERATIONS 50,000
    DALLAS 24 HOUR CLUB
    4636 ROSS AVENUE
    DALLAS,TX75204     		NONE PC OPERATING FUND 10,000
    HUMANE SOCIETY OF DALLAS COUNTY
    2719 MANOR WAY
    DALLAS,TX75235     		NONE PC DOG AND KITTY CITY NO-KILL SHELTER 1,000
    EQUALITY TEXAS
    PO BOX 2340
    AUSTIN,TX78768     		NONE PC SUPPORT GENERAL OPERATIONS 2,500
    INTERFAITH FAMILY SERVICES
    1651 MATILDA STREET
    DALLAS,TX75206     		NONE PC FAMILY EMPOWERMENT CENTER 10,000
    FOREMOST FAMILY HEALTH CENTERS
    PO BOX 150128
    DALLAS,TX75315     		NONE PC MARTIN LUTHER KING JR. FAMILY CLINIC 1,000
    THE AUXILIARY OF NEXUS
    8733 LA PRADA DRIVE
    DALLAS,TX75228     		NONE PC NEXUS RECOVERY CENTER 10,000
    NORTH TEXAS FOOD BANK
    3677 MAPLESHADE LANE
    PLANO,TX75075     		NONE PC FOOD PANTRY 1,000
    PRISON ENTREPRENEURSHIP PROGRAM INC
    10830 N CENTRAL EXPY 240
    DALLAS,TX75231     		NONE PC SUPPORT GENERAL OPERATIONS 5,000
    RENAISSANCE CHARITABLE FOUNDATION INC
    8910 PURDUE ROAD STE 555
    INDIANAPOLIS,IN46268     		NONE PC ELLE D'AMORE ANGEL FUND 2,000
    ROSWELL PARK ALLIANCE FOUNDATION
    901 WASHINGTON STREET
    BUFFALO,NY14203     		NONE PC MINDFULNESS INITIATIVE 500
    TRIAL LAWYER HALL OF FAME
    430 W MAIN STREET
    DOTHAN,AL36301     		NONE PC SUPPORT GENERAL OPERATIONS 5,000
    SEMONES FAMILY YMCA
    4332 NORTHAVEN ROAD
    DALLAS,TX75229     		NONE PC 2020 ANNUAL SCHOLARSHIP CAMPAIGN 1,000
    Total .................................bullet 3a 799,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 42,171  
    4 Dividends and interest from securities....     14 27,375  
    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 -10,776  
    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 58,770 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    58,770
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    BARON & BLUE FOUNDATION
     
    Employer identification number

    75-2965720
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    BARON & BLUE FOUNDATION
          		Employer identification number
    75-2965720
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    LISA BARON
    4047 COCHRAN CHAPEL RD
     
    DALLAS, TX75209

    		$ 148,897


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    BARON & BLUE FOUNDATION
          		Employer identification number

    75-2965720
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 2,666 SHS OF ENTERPRISE PRODUCTS PARTNERS2,235 SHS OF MAGELLAN MIDSTREAM PARTNERS $ 148,897 2020-12-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    BARON & BLUE FOUNDATION
          		Employer identification number

    75-2965720
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    BARON & BLUE FOUNDATION
    EIN:
    75-2965720
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,400 2,700   2,700

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    BARON & BLUE FOUNDATION
    EIN:
    75-2965720
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CARLISLE COS INC NTS B/E 29,380 29,356
    QVC INC NTS B/E 23,517 24,121
    DISCOVERY COMM INC NTS 3,113 3,161
    MICROCHIP TECHNOLOGY INC 5BP 32,189 33,558
    TOTAL SYS SERVICES IN 27,715 28,861
    AMC NETWORKS INC NTS B/E 9,213 9,146
    CENTURYLINK INC NTS B/E 30,336 31,710
    BECTON DICKINSON & CO 6,460 6,522
    MOTOROLA SOLUTIONS INC 6,065 6,704
    SBA COMM CORP NTS B/E 23,400 24,618
    ALLEGION US HLDG CO INC 28,713 29,906
    KLA-TENCOR CORP NTS B/E 27,973 29,594
    QVC INC B/E 4,875 5,339
    ZIMMER HOLDINGS INC B/E 8,345 8,837
    BOOKING HLDGS INC NTS 5,165 5,670
    DOLLAR TREE INC NTS B/E 23,122 24,843
    KOHLS CORP NTS B/E 3,347 3,891
    AMERICAN TOWER CORP B/E 26,694 28,235
    REYNOLDS AMERN INC B/E 26,596 28,475
    STEEL DYNAMICS INC NTS 5BP 10,618 10,629
    VERISK ANALYTICS INC B/E 27,634 29,453
    KRAFT HEINZ FOODS CO NTS 31,263 33,038
    KOHLS CORP B/E 30,898 32,440
    AMC NETWORKS INC NTS B/E 21,514 21,687
    ZIMMER BIOMET HOLDINGS NTS 18,974 19,848
    WESTERN DIGITAL CORP NTS 29,803 32,045
    TRINITY ACQUISITION PLC 27,868 30,292
    TOTAL SYS SERVICES INC 4,678 4,747
    PRICELINE GROUP INC B/E 27,617 28,414
    CDK GLOB INC NTS B/E 5,272 5,245
    MOLSON COORS BREWING CO 9,632 9,812
    UNITED RENTALS NORTH AM 30,518 30,702
    PAYPAL HOLDINGS INC NTS 4,364 4,397
    BROADCOM CORP NTS B/E 28,266 31,424
    CARRIER GLOB CORP NTS 5BP 28,893 29,134
    AT&T INC B/E 33,702 33,922
    CA INC NTS B/E 3,324 3,435
    VERIZON COMMUNICATIONS 32,343 33,003
    CDK GLOB INC NTS B/E 26,084 26,375
    FISERV INC NTS B/E 33,019 34,104
    HEWLETT PACKARD CO NTS 32,724 34,205
    MASCO CORP B/E 28,921 31,706
    CITRIX SYSTEMS INC NTS 27,988 30,573
    MOTOROLA SOLUTIONS INC 20,783 22,922
    DISCOVERY COMM INC NTS 28,481 30,990
    CDW LLC / CDW FIN CORP 26,859 27,450
    DOLLAR TREE INC B/E 3,440 3,571
    IHS MARKIT LTD NTS B/E 31,953 34,482
    WILLIS GROUP N AMER B/E 3,566 3,615
    CDW LLC / CDW FIN CORP 4,096 4,078
    MOTOROLA SOLUTIONS INC 5,569 5,990
    SVC CORP INTL NTS B/E 30,957 31,010
    QORVO INC NTS B/E 7,523 7,701

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BARON & BLUE FOUNDATION
    EIN:
    75-2965720
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE INC. (DELAWARE) 9,930 36,509
    ALPHABET INC CL A 14,848 28,042
    AMAZON.COM INC 17,618 35,826
    AMERICAN WATER WORKS CO INC 15,783 29,159
    AMERIPRISE FINANCIAL INC 19,110 28,372
    APPLE INC 16,527 59,976
    CHUBB LTD CHF 17,859 20,779
    COMCAST CORP NEW CL A 18,486 25,833
    DANAHER CORP 14,936 37,097
    FACEBOOK INC CL A 18,067 33,599
    HOME DEPOT INC 14,949 26,296
    HONEYWELL INTL INC 15,922 26,375
    JPMORGAN CHASE & CO 15,669 21,348
    MEDTRONIC PLC 16,327 24,014
    MICROSOFT CORP 12,620 38,034
    MONDELEZ INTL INC 17,389 24,031
    ORACLE CORP 18,152 22,965
    PALO ALTO NETWORKS INC 18,871 31,630
    PARKER HANNIFIN CORP 18,584 29,693
    PAYPAL HOLDINGS INC 16,254 45,435
    ROCKWELL AUTOMATION INC NEW 16,885 25,583
    STARBUCKS CORP 15,489 28,457
    STRYKER CORP 19,595 23,279
    THERMO FISHER SCIENTIFIC INC 12,181 34,468
    TJX COS INC NEW 14,072 24,858
    VF CORP 22,000 21,353
    VISA INC CL A 14,958 28,654
    WALT DISNEY CO (HOLDING CO) DISNEY COM 17,838 28,989
    ALBANY INTL CORP NEW CL A 10,308 12,555
    AMER SOFTWARE INC CL A 3,367 5,615
    ANIKA THERAPEUTICS INC 4,619 6,925
    ARMSTRONG WORLD INDUSTRIES INC 11,406 11,159
    BADGER METER INC 2,508 6,020
    BANK OF HAWAII CORP 8,994 10,344
    BROOKS AUTOMATION INC 6,301 17,709
    CHEESECAKE FACTORY INC 14,559 14,046
    CONSTRUCTION PARTNERS INC CL A 4,441 8,063
    CORELOGIC INC COM 8,700 15,387
    EVERTEC INC 11,195 12,189
    FIRST FINCL BANKSHARES INC 3,262 5,462
    GRACO INC 6,393 15,266
    HENRY JACK & ASSOC INC 4,153 7,452
    HOULIHAN LOKEY INC 8,827 16,471
    JOHN BEAN TECHNOLOGIES CORP 8,127 9,110
    LANDSTAR SYSTEMS INC 7,478 11,850
    LESLIES INC 6,918 9,019
    MGM GROWTH PROPERTIES LLC CL A REIT 13,605 16,120
    NATL BEVERAGE CORP 10,581 18,338
    PRIMERICA INC 6,144 10,447
    RBC BEARINGS INC 6,860 13,070
    RLI CORP 6,911 11,873
    SCOTTS MIRACLE-GRO CO CL A 8,573 28,477
    SITEONE LANDSCAPE SUPPLY INC 6,440 24,429
    STOCK YDS BANCORP INC COM 5,175 4,898
    TERMINIX GLOBAL HLDGS INC 10,462 17,037
    THOR INDUSTRIES INC 7,674 12,461
    UNIFIRST CORP MASS 7,643 8,891
    WATSCO INC 9,935 15,859
    WD-40 CO (DEL) 5,153 12,753

    TY 2020 InvestmentsOtherSchedule2
    Name:
    BARON & BLUE FOUNDATION
    EIN:
    75-2965720
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ENTERPRISE PRODUCTS PARTNERS LP AT COST 39,105 52,227
    MAGELLAN MIDSTREAM PARTNERS LP AT COST 44,452 94,853
    INVESCO QQQ TRUST ETF AT COST 23,047 27,923
    VANGUARD VALUE ETF AT COST 36,824 42,231
    VANGUARD SMALL CAP GROWTH ETF AT COST 23,098 29,978
    VANGUARD SMALL-CAP VALUE ETF AT COST 34,574 44,938
    VANGUARD GROWTH ETF AT COST 54,113 65,108
    VANGUARD MID-CAP GROWTH ETF AT COST 23,013 28,417
    VANGUARD MID-CAP VALUE ETF AT COST 34,477 41,160
    SPDR S&P BIOTECH ETF AT COST 16,098 31,112
    BUILT IN GAIN AT COST 65,340 0

    TY 2020 OtherDecreasesSchedule
    Name:
    BARON & BLUE FOUNDATION
    EIN:
    75-2965720
    Description Amount
    TIMING DIFFERENCE 22,529


    TY 2020 OtherExpensesSchedule
    Name:
    BARON & BLUE FOUNDATION
    EIN:
    75-2965720
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 7,419 0   7,419
    PAYROLL PROCESSING FEES 1,866 186   1,680
    INSURANCE 3,539 1,769   1,770
    BANK FEES 180 0   180


    TY 2020 OtherIncreasesSchedule
    Name:
    BARON & BLUE FOUNDATION
    EIN:
    75-2965720
    Description Amount
    NONDIVIDEND DISTRIBUTIONS 10,435


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    BARON & BLUE FOUNDATION
    EIN:
    75-2965720
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 21,969 21,969   0


    TY 2020 TaxesSchedule
    Name:
    BARON & BLUE FOUNDATION
    EIN:
    75-2965720
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 918 918   0
    PAYROLL TAXES 151 15   136
    FEDERAL TAXES 1,500 0   0