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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
BAIRD BROTHERS CO FOUNDATION OAG # 79-0577
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1558 DEPT EA5W86
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43216
A Employer identification number

31-6194844
B Telephone number (see instructions)

(614) 331-9892
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$4,087,275J 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... 82,618 82,618  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 342,945
b Gross sales price for all assets on line 6a 1,066,210
7 Capital gain net income (from Part IV, line 2)... 342,945
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 425,563 425,563  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 65,777 32,888   32,888
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 24,283 0 0 24,283
b Accounting fees (attach schedule)....... Click to see attachment 1,250 0 0 1,250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,490 52   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 37,838 6,568   31,047
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 133,638 39,508 0 89,468
25 Contributions, gifts, grants paid....... 154,503 154,503
26 Total expenses and disbursements. Add lines 24 and 25 288,141 39,508 0 243,971
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 137,422
b Net investment income (if negative, enter -0-) 386,055
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 39,078 41,108 41,108
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,313,963 Click to see attachment3,448,926 3,990,157
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).......... 39,727 Click to see attachment39,727 56,010
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,392,768 3,529,761 4,087,275
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow 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........ 3,392,768 3,529,761
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,392,768 3,529,761
30 Total liabilities and net assets/fund balances (see instructions). 3,392,768 3,529,761
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
3,392,768
2
Enter amount from Part I, line 27a .....................
2
137,422
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
155
4
Add lines 1, 2, and 3 ..........................
4
3,530,345
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
584
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,529,761
Form 990-PF (2021)
Form 990-PF (2021)
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 655.86 DFA INVT DIMENSIONS GROUP INC   2016-12-14 2021-07-01
b 694.96 GUGGENHEIM FDS TR   2019-07-23 2021-07-01
c 1312.02 METROPOLITAN WEST FDS   2019-07-23 2021-07-01
d 830.07 PIMCO FDS   2018-06-27 2021-07-01
e 180. ADVANCED MICRO DEVICES INC W/1   2020-04-13 2021-07-06
100. ANALOG DEVICES   2017-06-05 2021-07-06
75. CATERPILLAR INC.   2016-08-09 2021-07-06
714.16 DFA INVT DIMENSIONS GROUP INC   2016-12-14 2021-07-06
1574.8 FEDERATED TOTAL RETURN SERS INC   2014-06-24 2021-07-06
1905.44 GOLDMAN SACHS TR   2016-12-14 2021-07-06
70. NVIDIA CORP   2019-11-21 2021-07-06
135. PROLOGIS INC (REIT)   2018-09-04 2021-07-06
1233.55 WESTERN ASSET FDS INC   2020-05-11 2021-07-06
2762. ISHARES GOLD TRUST ETF   2021-01-02 2021-07-31
3820. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-07-31
350. ACTIVISION BLIZZARD INC   2020-03-19 2021-08-17
500. BAXTER INTERNATIONAL INC     2021-08-17
130. LAM RESEARCH CORP   2020-07-21 2021-08-17
3579.96 LORD ABBETT INVT TR     2021-08-17
190. PARKER HANNIFIN CORP     2021-08-17
2762. ISHARES GOLD TRUST ETF   2021-01-02 2021-08-31
3820. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-08-31
2762. ISHARES GOLD TRUST ETF   2021-01-02 2021-09-30
3820. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-09-30
2762. ISHARES GOLD TRUST ETF   2021-01-02 2021-10-31
3820. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-10-31
450. APPLIED MATERIALS INC   2021-03-15 2021-11-10
1380. FREEPORT MCMORAN COPPER & GOLD   2021-03-15 2021-11-10
1675. ISHARES GOLD TRUST ETF   2021-03-23 2021-11-10
1087. ISHARES GOLD TRUST ETF   2020-08-14 2021-11-10
2235. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2021-03-23 2021-11-10
1585. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2020-08-14 2021-11-10
686.52 NEW WORLD FD INC NEW   2018-01-17 2021-11-10
300. ADVANCED MICRO DEVICES INC W/1     2022-01-25
300. AMERICAN EXPRESS COMPANY     2022-01-25
50. BLACKROCK INC   2020-04-13 2022-01-25
235. NVIDIA CORP   2019-11-21 2022-01-25
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 22,726   12,711 10,015
b 17,687   17,124 563
c 15,757   15,613 144
d 8,691   8,600 91
e 16,948   8,993 7,955
16,818   7,978 8,840
15,989   6,261 9,728
24,695   13,840 10,855
18,000   17,512 488
22,465   19,798 2,667
57,915   14,803 43,112
16,429   9,088 7,341
15,000   14,630 370
20   20  
39   40 -1
29,091   19,550 9,541
37,865   24,985 12,880
75,099   46,034 29,065
15,000   14,964 36
56,061   30,765 25,296
20   20  
36   39 -3
19   20 -1
34   40 -6
20   20  
35   38 -3
67,657   51,307 16,350
51,474   50,977 497
58,692   55,252 3,440
38,088   40,422 -2,334
50,653   52,300 -1,647
35,921   38,749 -2,828
65,000   48,009 16,991
33,819   15,521 18,298
50,766   31,993 18,773
38,762   22,825 15,937
53,027   12,424 40,603
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
      39,892
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       10,015
b       563
c       144
d       91
e       7,955
      8,840
      9,728
      10,855
      488
      2,667
      43,112
      7,341
      370
       
      -1
      9,541
      12,880
      29,065
      36
      25,296
       
      -3
      -1
      -6
       
      -3
      16,350
      497
      3,440
      -2,334
      -1,647
      -2,828
      16,991
      18,298
      18,773
      15,937
      40,603
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 342,945
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 5,366
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 5,366
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 5,147
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 219
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,366
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  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 RefundedBullet 11 0
Part VI-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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbullet  
    14
    The books are in care ofbulletHUNTINGTON NATIONAL BANK Telephone no.bullet (614) 331-9472

    Located atbulletPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4bullet43216
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    HUNTINGTON NATIONAL BANK TRUSTEE
    2     		36,977    
    PO BOX 1558 DEPT EA5W86
    COLUMBUS,OH43216
    WILBERT W WARREN JR DIRECTOR
    1     		9,600    
    19582 STATE RTE 278 S
    NELSONVILLE,OH45764
    JANE E HARMONY DIRECTOR
    1     		9,600    
    96 E COLUMBUS ST
    NELSONVILLE,OH45764
    STEVEN E COX DIRECTOR
    1     		9,600    
    144 MILL STREET
    NELSONVILLE,OH45764
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    4,741,502
    b
    Average of monthly cash balances.......................
    1b
    90,240
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,831,742
    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
    4,831,742
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    72,476
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    4,759,266
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    237,963
    Part X
    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 IX, line 6..................
    1
    237,963
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,366
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,366
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    232,597
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    232,597
    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 XII, line 1 ...
    7
    232,597
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 232,597
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 8,169
    b From 2017...... 56,266
    c From 2018...... 0
    d From 2019...... 4,586
    e From 2020...... 0
    f Total of lines 3a through e ........ 69,021
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 243,971
    a Applied to 2020, 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 2021 distributable amount..... 232,597
    e Remaining amount distributed out of corpus 11,374
    5 Excess distributions carryover applied to 2021. 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 80,395
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		8,169
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		72,226
    10 Analysis of line 9:
    a Excess from 2017.... 56,266
    b Excess from 2018.... 0
    c Excess from 2019.... 4,586
    d Excess from 2020.... 0
    e Excess from 2021.... 11,374
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    NELSONVILLE FOOD CUPBOARD
    421 CHESTNUT STREET
    NELSONVILLE,OH45764     		NONE PC GENERAL OPERATING 20,000
    CITY OF NELSONVILLE
    211 LAKE HOPE DRIVE
    NELSONVILLE,OH45764     		NONE GOVT GENERAL SUPPORT 24,003
    FIRST PRESBYTERIAN CHURCH
    69 E WASHINGTON STREET
    NELSONVILLE,OH45764     		NONE PC GENERAL OPERATING 18,000
    NELSONVILLE PARADE OF THE HILLS
    PO BOX 157
    NELSONVILLE,OH45764     		NONE PC GENERAL OPERATING 30,000
    STUARTS OPERA HOUSE
    52 PUBLIC SQUARE
    NELSONVILLE,OH457640217     		NONE PC GENERAL SUPPORT 50,000
    FOUNDATION FOR APPALACHIAN OHIO
    35 PUBLIC SQ
    NELSONVILLE,OH457641132     		NONE PC GENERAL SUPPORT 6,000
    NELSONVILLE-YORK CITY SCHOOLS
    2 BUCKEYE DRIVE
    NELSONVILLE,OH45764     		NONE PC GENERAL SUPPORT 1,500
    CIRCLE ROUND THE SQUARE
    PO BOX 13
    ATHENS,OH45701     		NONE PC GENERAL SUPPORT 5,000
    Total .................................bullet 3a 154,503
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 ............     		    18 342,945  
    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) ..   425,563  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    425,563
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    BAIRD BROTHERS CO FOUNDATION OAG # 79-0577
    EIN:
    31-6194844
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    BAIRD BROTHERS CO FOUNDATION OAG # 79-0577
    EIN:
    31-6194844
    Name of Stock End of Year Book Value End of Year Fair Market Value
    22160K105 COSTCO WHOLESALE COR 23,130 35,946
    701094104 PARKER-HANNIFIN CORP    
    742718109 PROCTER GAMBLE CO/T 40,471 46,013
    G1151C101 ACCENTURE PLC-CL A 11,316 55,530
    717081103 PFIZER INC 12,604 30,409
    67066G104 NVIDIA CORP 20,969 37,140
    00507V109 ACTIVISION BLIZZARD    
    025816109 AMERICAN EXPRESS CO    
    032654105 ANALOG DEVICES INC 21,361 38,276
    023135106 AMAZON COM INC 63,058 84,968
    46120E602 INTUITIVE SURGICAL I 41,284 36,128
    532457108 ELI LILLY CO 23,625 55,119
    594918104 MICROSOFT CORP 26,999 139,972
    871829107 SYSCO CORP 23,535 38,120
    071813109 BAXTER INTERNATIONAL    
    478160104 JOHNSON JOHNSON 39,155 48,815
    92939U106 WEC ENERGY GROUP INC 29,129 30,192
    037833100 APPLE INC 5,005 145,607
    09247X101 BLACKROCK INC    
    14040H105 CAPITAL ONE FINL COR 34,711 36,467
    22822V101 CROWN CASTLE INTL CO 31,563 38,727
    28176E108 EDWARDS LIFESCIENCES 21,185 49,922
    337738108 FISERV INC 38,614 28,915
    46625H100 JPMORGAN CHASE CO 52,665 61,936
    91913Y100 VALERO ENERGY CORP N 43,930 55,797
    H1467J104 CHUBB LTD 21,630 47,179
    65339F101 NEXTERA ENERGY INC 23,725 38,730
    713448108 PEPSICO INC 36,781 41,665
    166764100 CHEVRON CORP NEW 21,698 28,956
    92826C839 VISA INC 63,515 67,927
    02079K305 ALPHABET INCORPORATI 45,302 87,170
    052769106 AUTODESK INC 4,369 25,794
    452308109 ILLINOIS TOOL WKS IN 38,645 39,184
    548661107 LOWES COS INC 24,588 52,401
    55261F104 MT BANK CORP 35,601 31,878
    74340W103 PROLOGIS INC 41,552 57,649
    773903109 ROCKWELL AUTOMATION 33,022 39,862
    91324P102 UNITEDHEALTH GROUP I 7,059 79,613
    149123101 CATERPILLAR INC 18,783 40,221
    464285204 ISHARES GOLD TRUST E    
    254687106 DISNEY WALT CO 27,616 21,712
    260557103 DOW INC 25,152 20,644
    824348106 SHERWIN WILLIAMS CO 33,436 33,587
    40168W483 GUGGENHEIM FDS TR 37,876 36,508
    31421N683 FEDERATED HERMES EQU 148,000 106,754
    552982720 MFS SER TR XIII 287,843 267,218
    444859102 HUMANA INC 40,550 46,807
    649280815 NEW WORLD FD INC NEW 116,550 105,787
    46138E511 INVESCO EXCHANGE-TRA 24,329 20,176
    244199105 DEERE CO 42,642 34,439
    72201F623 PIMCO FDS 30,651 21,922
    957663503 WESTERN ASSET FDS IN 77,516 64,575
    35671D857 FREEPORT-MCMORAN INC    
    89155T649 TOUCHSTONE FDS GROUP 45,000 43,083
    78467Y107 SPDR SP MIDCAP 400 E 145,565 190,205
    81369Y407 SELECT SECTOR SPDR T 7,184 34,370
    88160R101 TESLA INC 42,339 40,405
    31428Q739 FEDERATED TOTAL RETU 77,111 68,652
    04314H667 ARTISAN PARTNERS FDS 280,020 272,097
    46428Q109 ISHARES SILVER TRUST    
    038222105 APPLIED MATERIALS IN    
    512807108 LAM RESEARCH CORP    
    169656105 CHIPOTLE MEXICAN GRI 37,127 32,682
    38144N841 GOLDMAN SACHS INFLAT    
    233203413 DFA US CORE EQUITY 1    
    31420B847 FEDERATED HERMES INS 34,626 31,227
    543916688 LORD ABBETT INVT TR 75,194 70,517
    007903107 ADVANCED MICRO DEVIC 9,625 13,000
    592905749 METROPOLITAN WEST FD 19,387 17,204
    61756E461 MORGAN STANLEY INSTL 185,000 135,552
    43300A203 HILTON WORLDWIDE HLD 29,310 22,288
    744320102 PRUDENTIAL FINL INC 47,876 43,056
    580135101 MCDONALDS CORP 56,044 55,548
    171340102 CHURCH & DWIGHT CO I 55,413 54,669
    7591EP100 REGIONS FINL CORP NE 31,347 26,719
    922031737 VANGUARD FIXED INCOM 30,000 26,262
    235851102 DANAHER CORP 49,761 40,563
    654106103 NIKE INC 25,265 15,330
    882508104 TEXAS INSTRS INC 23,877 19,206
    09857L108 BOOKING HLDGS INC 34,069 26,235
    579780206 MCCORMICK INC/MD 60,506 54,113
    053484101 AVALONBAY CMNTYS INC 34,117 29,138
    060505104 BANK AMER CORP 66,590 48,252
    437076102 HOME DEPOT INC 33,833 27,427

    TY 2021 InvestmentsOtherSchedule2
    Name:
    BAIRD BROTHERS CO FOUNDATION OAG # 79-0577
    EIN:
    31-6194844
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    RE0004482 81 WEST COLUMBUS STR AT COST 18,107 33,490
    RE9000473 2.34 AC SEC 24 NELSO AT COST 21,620 22,520

    TY 2021 LegalFeesSchedule
    Name:
    BAIRD BROTHERS CO FOUNDATION OAG # 79-0577
    EIN:
    31-6194844
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NON-ALLOCABLE LEGAL FEES 24,283     24,283


    TY 2021 OtherDecreasesSchedule
    Name:
    BAIRD BROTHERS CO FOUNDATION OAG # 79-0577
    EIN:
    31-6194844
    Description Amount
    ROC ADJ ON CY SALES 584


    TY 2021 OtherExpensesSchedule
    Name:
    BAIRD BROTHERS CO FOUNDATION OAG # 79-0577
    EIN:
    31-6194844
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RENTAL EXPENSES 5,440 5,440   0
    INVESTMENT EXPENSES - INTEREST 223 0   0
    REAL ESTATE TAX ON NON-RENTAL 1,128 1,128   0
    FILING FEE/STATE TAX 200 0   200
    OTHER NON-ALLOCABLE EXPENSE 30,847 0   30,847


    TY 2021 OtherIncreasesSchedule
    Name:
    BAIRD BROTHERS CO FOUNDATION OAG # 79-0577
    EIN:
    31-6194844
    Description Amount
    MUTUAL FUND TIMING ADJUSTMENT 155


    TY 2021 TaxesSchedule
    Name:
    BAIRD BROTHERS CO FOUNDATION OAG # 79-0577
    EIN:
    31-6194844
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 52 52   0
    FEDERAL ESTIMATES - PRINCIPAL 4,438 0   0