Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE CAMERON AND JANE BAIRD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)726 EXCHANGE STREET 800
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BUFFALO, NY14210
A Employer identification number

16-6029481
B Telephone number (see instructions)

(716) 845-6000
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$44,594,506J 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 right arrow.............
3 Interest on savings and temporary cash investments 39,722 39,722  
4 Dividends and interest from securities... 1,009,293 1,009,293  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -688,238
b Gross sales price for all assets on line 6a 9,217,445
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)....... Click to see attachment
List of Attached Documents:
// Content
1,686 1,686  
12 Total. Add lines 1 through 11........ 362,463 1,050,701  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
34,354 11,451   22,903
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,100 2,367   4,733
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
144,326 144,326   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,815 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
750 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 202,345 158,144   27,636
25 Contributions, gifts, grants paid....... 3,140,500 3,140,500
26 Total expenses and disbursements. Add lines 24 and 25 3,342,845 158,144   3,168,136
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,980,382
b Net investment income (if negative, enter -0-) 892,557
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 315,292 -1,466,603 -1,466,603
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 3,465,404 Click to see attachment
List of Attached Documents:
// Content
3,501,885 		3,268,079
b Investments—corporate stock (attach schedule)....... 24,465,682 Click to see attachment
List of Attached Documents:
// Content
21,520,255 		29,293,247
c Investments—corporate bonds (attach schedule)....... 9,550,993 Click to see attachment
List of Attached Documents:
// Content
10,234,484 		9,912,355
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,249,451 Click to see attachment
List of Attached Documents:
// Content
3,339,353 		3,583,835
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
62,934 		Click to see attachment
List of Attached Documents:
// Content
3,593 		Click to see attachment
List of Attached Documents:
// Content
3,593
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 40,109,756 37,132,967 44,594,506
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 40,109,756 37,132,967
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
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)..... 40,109,756 37,132,967
30 Total liabilities and net assets/fund balances (see instructions). 40,109,756 37,132,967
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
40,109,756
2
Enter amount from Part I, line 27a .....................
2
-2,980,382
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,593
4
Add lines 1, 2, and 3 ..........................
4
37,132,967
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
37,132,967
Form 990-PF (2023)
Form 990-PF (2023)
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 GOLDMAN SACHS 054-27026 LONG TERM GAINS   2001-01-01 2023-12-31
b GOLDMAN SACHS 054-27026 SHORT TERM GAIN   2023-01-01 2023-12-31
c GOLDMAN SACHS 054-27445-1 LONG TERM LOSSES   2001-01-01 2023-12-31
d GOLDMAN SACHS 054-27539-1 SHORT TERM GAINS   2023-01-01 2023-12-31
e GOLDMAN SACHS 054-27539-1 LONG TERM LOSS   2001-01-01 2023-12-31
GOLDMAN SACHS 054-27539-1 SHORT TERM GAINS   2023-01-01 2023-12-31
GOLDMAN SACHS 054-27540-9 SHORT TERM GAINS   2023-01-01 2023-12-31
GOLDMAN SACHS 054-27540-9 LONG TERM GAINS   2001-01-01 2023-12-31
DISSALOWED GAIN   2001-01-01 2023-12-31
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 1,918,161   1,789,081 129,080
b 177,161   173,467 3,694
c 239,179   1,639,725 -1,400,546
d 592,018   587,220 4,798
e 1,219,953   1,253,988 -34,035
95,000   92,400 2,600
2,465,208   2,415,866 49,342
2,474,814   1,953,936 520,878
32,805     32,805
3,146     3,146
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       129,080
b       3,694
c       -1,400,546
d       4,798
e       -34,035
      2,600
      49,342
      520,878
      32,805
      3,146
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 -688,238
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
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 right arrow 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) 1 12,407
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 12,407
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 12,407
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 16,000
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 16,000
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,593
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,593 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNY
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowBRIAN D BAIRD Telephone no.right arrow (716) 845-6000

Located atright arrow726 EXCHANGE STREET SUITE 800BUFFALONY ZIP+4right arrow14210
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
BRIAN D BAIRD TRUSTEE
0.00 		0 0 0
726 EXCHANGE STREET SUITE 800
BUFFALO,NY14210
SARAH M BAIRD TRUSTEE
0.00 		0 0 0
726 EXCHANGE STREET SUITE 800
BUFFALO,NY14210
BRUCE C BAIRD TRUSTEE
0.00 		0 0 0
726 EXCHANGE STREET SUITE 800
BUFFALO,NY14210
BRIDGET B BAIRD TRUSTEE
0.00 		0 0 0
726 EXCHANGE STREET SUITE 800
BUFFALO,NY14210
MARTHA B SENTURIA TRUSTEE
0.00 		0 0 0
726 EXCHANGE STREET SUITE 800
BUFFALO,NY14210
PETER C CLAUSON TRUSTEE
0.00 		0 0 0
726 EXCHANGE STREET SUITE 800
BUFFALO,NY14210
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
43,724,052
b
Average of monthly cash balances.......................
1b
465,501
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
44,189,553
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
44,189,553
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
662,843
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
43,526,710
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,176,336
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
2,176,336
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
12,407
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,407
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,163,929
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,163,929
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
2,163,929
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
3,168,136
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
3,168,136
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 2,163,929
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 677,921
b From 2019...... 623,262
c From 2020...... 753,174
d From 2021...... 392,980
e From 2022...... 539,358
f Total of lines 3a through e ........ 2,986,695
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,168,136
a Applied to 2022, 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 2023 distributable amount..... 2,163,929
e Remaining amount distributed out of corpus 1,004,207
5 Excess distributions carryover applied to 2023. 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 3,990,902
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		677,921
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,312,981
10 Analysis of line 9:
a Excess from 2019.... 623,262
b Excess from 2020.... 753,174
c Excess from 2021.... 392,980
d Excess from 2022.... 539,358
e Excess from 2023.... 1,004,207
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

101 INC

151 MOORE STREET
PRINCETON,NJ08540 		  PC FINANCIAL ASSISTANCE FOR PRINCETON HIGH SCHOOL GRADUATES FOR COLLEGE 2,500

ABOVE IT ALL MENTORING

755 OAK GROVE ROAD
CONCORD,CA94518 		  PC MENTORING FOR YOUNG FOOTBALL PLAYERS 5,000

ADOPT A NATIVE ELDER

328 W GREGSON AVENUE
SALT LAKE CITY,UT84115 		  PC SUPPORT FOR ELDERLY NATIVE AMERICANS 10,000

AFRICAN HOPE FUND

2255 WATT AVE 300
SACRAMENTO,CA95825 		  PC PRESERVATION OF WILDLIFE IN ZAMBIA 7,500

AMERICAN CANCER SOCIETY INC

PO BOX 1685
ATLANTA,GA30303 		  PC BREAST CANCER RESEARCH 5,000

AMERICAN FRIENDS SERVICE COMMITTEE

1501 CHERRY STREET
PHILADELPHIA,PA19102 		  PC GENERAL OPERATING SUPPORT 5,000

AMNESTY INTERNATIONAL USA INC

300 W 43RD ST 7TH FLR
NEW YORK,NY10036 		  PC PROTECTION OF HUMAN RIGHTS 25,000

ARA PARSEGHIAN MEDICAL RESEARCH FOUNDATION

4729 E SUNRISE DR
TUCSON,AZ85701 		  PC MEDICAL RESEARCH FOR NIEMANN-PICK DISEASE 15,000

BALTIMORE SYMPHONY ORCHESTRA

1212 CATHEDRAL STREET
BALTIMORE,MD21201 		  PC SUPPORT FOR SYMPHONY ORCHESTRA 2,500

BOYS & GIRLS CLUBS OF EDENLAKE SHORE

8284 N MAIN STREET
EDEN,NY14057 		  PC YOUTH PROGRAMS 5,000

BRIDGES TO HOUSING

909 SPIVA AVE
YUBA CITY,CA95991 		  PC LOW INCOME HOUSING SUPPORT FOR HOMELESS FAMILIES 2,500

BUFFALO ARTS STUDIO

2495 MAIN STREET
BUFFALO,NY14202 		  PC ARTS PROGRAMS 5,000

BUFFALO CHAMBER MUSIC SOCIETY

3 SYMPHONY CIRCLE
BUFFALO,NY14201 		  PC GIFT TO THE COMMUNITY CONCERT SERIES FEATURING YOUNG ARTISTS 20,000

BUFFALO PHILHARMONIC CHORUS

77 WASHINGTON HWY
BUFFALO,NY14226 		  PC SUPPORT FOR MUSICAL PERFORMANCES 5,000

BUFFALO PHILHARMONIC ORCHESTRA SOCIETY INC

786 DELAWARE AVE
BUFFALO,NY14209 		  PC OPERATING SUPPORT OF SYMPHONY ORCHESTRA 610,000

BUFFALO PREP INC

3485 MAIN STREET
BUFFALO,NY14214 		  PC SUPPORT FOR HIGH SCHOOL PREPARATORY PROGRAM 10,000

BUFFALO SEMINARY

205 BIDWELL PKY
BUFFALO,NY14222 		  PC SUPPORT FOR EDUCATIONAL INSTITUTION 15,000

BUFFALO STATE COLLEGE FOUNDATION

1300 ELMWOOD AVE
BUFFALO,NY14222 		  PC SUPPORT FOR ARTS CONSERVATION PROGRAM 10,000

BUFFALO SUNRISE ROTARY FOUNDATION

977 DELAWARE AVE
BUFFALO,NY14209 		  PC SUPPORT FOR CHARITABLE PROGRAMS IN THE BUFFALO AREA 2,500

BUFFALO ZOOLOGICAL SOCIETY

300 PARKSIDE AVE
BUFFALO,NY14214 		  PC GENERAL OPERATING SUPPORT OF ZOO 10,000

BURCHFIELD PENNEY ART CENTER

1300 ELMWOOD AVE
BUFFALO,NY14222 		  PC STUDENT EDUCATION PROGRAMS 30,000

CASA OF CONTRA COSTA COUNTY

2151 SALVIO STREET 295
CONCORD,CA94520 		  PC COURT-APPOINTED LEGAL ADVOCATES 5,000

CENTER FOR ELDER LAW AND JUSTICE

438 MAIN STREET 1200
BUFFALO,NY14202 		  PC LEGAL SERVICES FOR LOW INCOME, SENIOR, OR DISABLED INDIVIDUALS 10,000

CENTRAL SIERRA ENVIRONMENTAL RESOURCE CENTER

PO BOX 396
TWAINE HARTE,CA95383 		  PC ENVIRONMENTAL PROTECTION OF NORTHERN YOSEMITE REGION 10,000

CEPA GALLERY

617 MAIN STREET 201
BUFFALO,NY14203 		  PC SUPPORT FOR PHOTO-RELATED ART GALLERY 5,000

CHAPTER 510

2301 TELEGRAPH AVENUE
OAKLAND,CA94612 		  PC YOUTH WRITING AND BOOKMAKING CENTER 5,000

CHOP FOUNDATION

PO BOX 781352
PHILADELPHIA,PA19104 		  PC SUPPORT OF CHILDREN'S HOSPITAL OF PHILADELPHIA 5,000

CHRIST UNITED METHODIST CHURCHBRAVO WORKSHOP

350 SARATOGA ROAD
BUFFALO,NY14226 		  PC CHAMBER MUSIC PROGRAMS FOR CHILDREN 5,000

CITRS INC

40 MORRIS AVE 230
BRYN MAWR,PA19010 		  PC DEVELOPMENT OF CHARACTER-CENTERED PROGRAMS FOR STUDENTS 10,000

CLEAN AIR COALITION OF WESTERN NEW YORK

371 DELAWARE AVENUE
BUFFALO,NY14202 		  PC SUPPORT FOR ENVIRONMENTAL PROGRAMS 2,500

CLEAN AIR TASK FORCE

114 STATE STREET 6TH FLOOR
BOSTON,MA02109 		  PC SUPPORT FOR ENVIRONMENTAL PROGRAMS 15,000

CLUB LAS AMIGAS

PO BOX 9011
CALEXICO,CA92231 		  PC SUPPORT FOR SECONDARY SCHOOL CHILDREN OF SAN FELIPE 2,500

COMMUNITY FOUNDATION FOR GREATER BUFFALO

726 EXCHANGE STREET 525
BUFFALO,NY14210 		  PC SUPPORT FOR FUND FOR THE ARTS INITIATIVE 25,000

COMPUTERS FOR CHILDREN OF AMERICA

701 SENECA ST 601
BUFFALO,NY14210 		  PC EDUCATION PROGRAMS 25,000

CRADLE BEACH

8038 LAKESHORE ROAD
ANGOLA,NY14006 		  PC PROGRAMS FOR SPECIAL NEEDS CHILDREN 5,000

DESIGN BUILD FLY AT CLEMSON UNIVERSITY

401 KLUGH ROAD
CLEMSON,SC29634 		  PC STUDENT COMPETITION TO DESIGN AND BUILD AIRCRAFT 7,500

DOCTORS WITHOUT BORDERS USA INC

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		  PC INTERNATIONAL PROGRAMS TO IMPROVE MEDICAL CARE AND FIGHT POVERTY 120,000

DORCAS INTERNATIONAL INSTITUTE OF RI

645 ELMWOOD AVE
PROVIDENCE,RI02907 		  PC CITIZENSHIP AND IMMIGRATION PROGRAMS 5,000

ERIE CATTARAUGUS RAIL TRAIL INC

PO BOX 584
ORCHARD PARK,NY14224 		  PC BUILDING OF WALKING/BICYCLING TRAIL 5,000

EXPLORE BUFFALO

ONE SYMPHONY CIRCLE
BUFFALO,NY14201 		  PC PROMOTION OF TOURISM IN BUFFALO, NEW YORK 7,000

FAM177A1 RESEARCH FUND

8838 SE 72ND PLACE
MERCER ISLAND,WA98040 		  PC MEDICAL RESEARCH 10,000

FEEDMORE WESTERN NEW YORK

100 JAMES E CASEY DR
BUFFALO,NY14206 		  PC FOOD ASSISTANCE FOR FAMILIES 60,000

FIDELITY CHARITABLE FUND

PO BOX 770001
CINCINNATI,OH45277 		  PC FUND FOR CHARITABLE GIVING 70,000

FIRST PLACE FOR YOUTH

426 17TH STREET 400
OAKLAND,CA94612 		  PC FOSTER YOUTH PROGRAMS 15,000

FREE THE OPPRESSED

PO BOX 912938
DENVER,CO80291 		  PC HUMANITARIAN SERVICES IN CONFLICT ZONES 10,000

FRIENDS OF NIGHT PEOPLE

394 HUDSON STREET
BUFFALO,NY14201 		  PC FOOD AND SHELTER FOR THE HOMELESS 5,000

FUND FOR EDUCATIONAL EXCELLENCE

800 N CHARLES ST SUITE 400
BALTIMORE,MD21201 		  PC SUPPORT FOR LEARNING CENTER 5,000

GLOBAL SURGICAL AND MEDICAL SUPPORT GROUP CORP

PO BOX 32174
WASHINGTON,DC20007 		  PC TRAINING OF DOCTORS AND NURSES IN CONFLICT ZONES 5,000

INVESTIGATIVE POST INC

487 MAIN STREET 300
BUFFALO,NY14203 		  PC SUPPORT FOR INVESTIGATIVE RESEARCH 5,000

IRISH CLASSICAL THEATER COMPANY

625 MAIN STREET
BUFFALO,NY14203 		  PC SUPPORT OF THEATRE PRODUCTIONS 3,000

JUNIOR ACHIEVEMENT OF WESTERN NEW YORK INC

6255 SHERIDAN DRIVE 210
BUFFALO,NY14221 		  PC GENERAL OPERATING SUPPORT 2,500

JUST BUFFALO LITERARY CENTER INC

468 WASHINGTON STREET 2
BUFFALO,NY14203 		  PC SUPPORT FOR LITERARY PROGRAMS 2,500

JUSTICE DEFENDERS (USA)

2093 PHILADELPHIA PIKE 6214
CLAYMONT,DE19703 		  PC LEGAL SERVICES TO PREVENT UNJUST IMPRISONMENT 2,500

KING CENTER CHARTER SCHOOL

156 NEWBURGH AVE
BUFFALO,NY14211 		  PC SUPPORT FOR SCHOOL SPORTS PROGRAMS 25,000

LET THERE BE LIGHT INTERNATIONAL

640 ELLICOTT STREET 12B
BUFFALO,NY14203 		  PC SOLAR LIGHT FOR FAMILIES IN AFRICA 85,000

LIG GLOBAL FOUNDATION INC

11 ELIOT COURT
EAST HANOVER,NJ07936 		  PC PROVIDING INTERNATIONAL MEDICAL CARE 2,500

LOAVES & FISHES OF CONTRA COSTA COUNTY

835 FERRY STREET
MARTINEZ,CA94553 		  PC PROVIDING FOOR FOR THE NEEDY 5,000

MARIA M LOVE CONVALESCENT FUND

PO BOX 293
BUFFALO,NY14213 		  PC FINANCIAL ASSISTANCE FOR ERIE CO. RESIDENTS WITH MEDICAL CONDITIONS 10,000

MARTINEZ EARLY CHILDHOOD CENTER INC

615 ARCH STREET
MARTINEZ,CA94553 		  PC SUPPORT FOR EARLY CHILDHOOD PROGRAMS 10,000

MARTINEZ EDUCATION FOUNDATION

PO BOX 933
MARTINEZ,CA94553 		  PC SUPPORT FOR EDUCATION PROGRAMS 25,000

MARYLAND FOOD BANK

2200 HALETHORPE FARMS RD
BALTIMORE,MD21227 		  PC PROVIDING FOOD FOR THE NEEDY 2,500

MARYLAND OPERA

1900 ST PAUL STREET
BALTIMORE,MD21218 		  PC SUPPORT FOR OPERATING PROGRAM 2,500

MEALS ON WHEELS OF RHODE ISLAND

70 BATH STREET
PROVIDENCE,RI02908 		  PC PROVIDING MEALS FOR THE ELDERLY AND DISABLED 3,000

METROPOLITAN OPERA ASSOCIATION INC

70 LINCOLN CENTER PLAZA 6TH FLOOR
NEW YORK,NY10023 		  PC GENERAL OPERATING SUPPORT FOR OPERA PERFORMANCES 20,000

MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA

1480 US HIGHWAY 9N 301
CHERRY HILL,NJ07731 		  PC SERVICES FOR PEOPLE WITH MULTIPLE SCLEROSIS 85,000

MUSICALFARE THEATRE

4380 MAIN ST 123
BUFFALO,NY14226 		  PC SUPPORT FOR THEATRE PROGRAMS 10,000

NEW YORK FUNDERS ALLIANCE

431 E FAYETTE ST
SYRACUSE,NY13202 		  PC PROMOTION OF PHILANTHROPY IN CENTRAL AND WESTERN NEW YORK 2,500

NICHOLS SCHOOL

1250 AMHERST ST
BUFFALO,NY14216 		  PC SECONDARY SCHOOL PROGRAMS 3,000

OXFAM AMERICA

226 CAUSEWAY ST
BOSTON,MA02114 		  PC DISASTER RELIEF AND POVERTY RELIEF 150,000

PARK SCHOOL OF BALTIMORE

2425 OLD COURT ROAD
BALTIMORE,MD21208 		  PC SECONDARY SCHOOL PROGRAMS 5,000

PARK SQUARE ADVOCATES INC

294 WASHINGTON ST
BOSTON,MA02108 		  PC LEGAL SERVICES FOR GAY AND LESBIAN RIGHTS 10,000

PARTNERS IN HEALTH

800 BOYLSTON ST SUITE 300
BOSTON,MA02199 		  PC HEALTH CARE FOR THE POOR 100,000

PARTNERSHIP FOR THE PUBLIC GOOD

617 MAIN STREET 300
BUFFALO,NY14203 		  PC GENERAL OPERATING SUPPORT 5,000

PASSION TO THE STREETS

1411 CENTER AVE
MARTINEZ,CA94553 		  PC SUPPORT OF FAMILIES IN NEED 5,000

PERKINS SCHOOL FOR THE BLIND

175 N BEACON ST
WATERTOWN,MA02472 		  PC EDUCATION SERVICES 5,000

PILOTS FOR KIDS

176 LAKE DOWNEY DR
ORLANDO,FL32817 		  PC SUPPORT FOR HOSPITALIZED CHILDREN 7,500

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

123 WILLIAM ST 10TH FLR
NEW YORK,NY10038 		  PC NATIONAL SUPPORT FOR FAMILY PLANNING 65,000

PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND

345 WHITNEY AVE
NEW HAVEN,CT06511 		  PC SUPPORT FOR FAMILY PLANNING IN SOUTHERN NEW ENGLAND 5,000

PLANNED PARENTHOOD OF WESTERN AND CENTRAL NEW YORK

2697 MAIN STREET
BUFFALO,NY14214 		  PC SUPPORT FOR FAMILY PLANNING IN WESTERN NEW YORK 40,000

PLANNED PARENTHOOD SHASTA DIABLO INC

2185 PACHECO STREET
CONCORD,CA94520 		  PC SUPPORT FOR FAMILY PLANNING IN CONCORD, CALIFORNIA AREA 20,000

PRINCETON HIGH SCHOOL PTO INC

151 MOORE STREET
PRINCETON,NJ08540 		  PC SUPPORT FOR PARENT/TEACHER ORGANIZATION 5,000

ROSWELL PARK ALLIANCE FOUNDATION

901 WASHINGTON AVE
BUFFALO,NY14203 		  PC SUPPORT FOR CANCER RESEARCH 15,000

ROYCROFT CHAMBER MUSIC FESTIVAL

PO BOX 281
EAST AURORA,NY14052 		  PC SUPPORT FOR CHAMBER MUSIC FESTIVAL 5,000

SAINT ANNS SCHOOL

129 PIERREPONT ST
BROOKLYN,NY11201 		  PC SUPPORT FOR EDUCATION PROGRAMS 32,500

SAN DIEGO RIVER PARK FOUNDATION

4981 PACIFIC HWY SUITE 114
SAN DIEGO,CA92110 		  PC IMPROVING THE HEALTH OF THE SAN DIEGO RIVER 5,000

SAN FELIPE DOG RESCUE

237 ROCKWOOD AVE
CALEXICO,CA92231 		  PC DOG RESCUE SERVICES 2,500

SAVING MOTHERS

555 MADISON AVE 585
NEW YORK,NY10022 		  PC PROGRAMS TO REDUCE MATERNAL DEATHS IN UNDERSERVED COMMUNITIES 10,000

SEA SHEPHERD CONSERVATION SOCIETY

1225 WOLD ROAD
FRIDAY HARBOR,WA98250 		  PC MARINE CONSERVATION 5,000

SIERRA CLUB FOUNDATION

730 POLK STREET
SAN FRANCISCO,CA94109 		  PC INNER CITY OUTINGS PROGRAM IN CALIFORNIA 40,000

SIERRA COMMUNITY HOUSE

948 INCLINE WAY
INCLINE VILLAGE,NV89451 		  PC COMMUNITY FAMILY SERVICES 10,000

SKY'S THE LIMIT FUND

510A VALLEY WAY
MILPITAS,CA95035 		  PC WILDERNESS THERAPY PROGRAMS FOR YOUTH 2,000

SOUTHSIDE COMMUNITY LAND TRUST

109 SOMERSET ST
PROVIDENCE,RI02907 		  PC SUPPORT FOR URBAN AGRICULTURAL PROGRAMS 15,000

SPCA SERVING ERIE COUNTY

300 HARLEM ROAD
WEST SENECA,NY14224 		  PC SUPPORT OF SPCA IN ERIE COUNTY 5,000

SQUEAKY WHEEL FILM AND MEDIA ART CENTER

617 MAIN STREET
BUFFALO,NY14203 		  PC SUPPORT FOR YOUTH PROGRAMS IN MEDIA ARTS 25,000

ST PAUL'S SCHOOLS

11152 FALLS ROAD
BROOKLANDIVILLE,MA21022 		  PC ENDOWED FUND FOR STUDENT ACTIVITIES 425,000

STAND AGAINST DOMESTIC VIOLENCE (STAND INC)

1410 DANZIG PLAZA
CONCORD,CA94520 		  PC PROGRAMS TO PREVENT DOMESTIC VIOLENCE 5,000

STITCH BUFFALO

1215 NIAGARA STREET
BUFFALO,NY14213 		  PC SUPPORT FOR REFUGEE WOMEN 2,000

SUSTAINABLE MARKETS FOUNDATION

45 W 36TH STREET
NEW YORK,NY10018 		  PC SUPPORT FOR ENFORCEMENT OF ENVIRONMENTAL LAWS 5,000

TAHOE TRUCKEE COMMUNITY FOUNDATION

11071 DONNER PASS ROAD
TRUCKEE,CA96161 		  PC SUPPORT FOR TRUCKEE, CALIFORNIA PHILANTHROPY 95,000

TEMPLE BETH ZION

805 DELAWARE AVENUE
BUFFALO,NY14209 		  PC SYNAGOGUE PROMOTING LIFETIME LEARNING 5,000

THE BAIL PROJECT INC

PO BOX 102592
PASADENA,CA91189 		  PC BAIL ASSISTANCE FOR PEOPLE IN NEED 10,000

THE BAIRD FOUNDATION

936 DELAWARE AVE
BUFFALO,NY14209 		  PC MUSIC IN SENIOR RESIDENTIAL FACILITIES 3,000

THE GOOD FOOD INSTITUTE

1380 MONROE ST NW 299
WASHINGTON,DC20010 		  PC SUPPORT FOR ALTERNATIVES TO MEAT 10,000

THE TREVOR PROJECT

PO BOX 69232
WEST HOLLYWOOD,CA90069 		  PC SUPPORT FOR YOUNG LGBTQ PERSONS 12,000

TRE & ASSOCIATES INC

338 EAST FERRY ST 115
BUFFALO,NY14208 		  PC YOUTH DEVELOPMENT PROGRAMS IN BUFFALO NEW YORK 5,000

UNION OF CONCERNED SCIENTISTS

TWO BRATTLE SQUARE
CAMBRIDGE,MA02138 		  PC SCIENCE-BASED ADVOCACY FOR A HEALTHY ENVIRONMENT 20,000

UNIVERSITY AT BUFFALO FOUNDATION INC

101 SERVICE CENTER ROAD
BUFFALO,NY14260 		  PC MUSIC DEPARTMENT PROGRAMS 40,000

UNIVERSITY OF OREGON SCHOOL OF ARCHITECTURE

1206 UNIVERSITY STREET
EUGENE,OR97401 		  PC SCHOLARSHIP FUND FOR ARCHITECTURE STUDENTS 5,000

UNIVERSITY OF THE VIRGIN ISLANDS

CHARLOTTE AMALIE WEST
ST THOMAS,VI00801 		  PC SCIENTIFIC RESEARCH STUDYING HAWK-BILL TURTLES 18,000

VIPASSANA COMMUNITY FOUNDATION

411 PIGEON SPRINGS ROAD
ONALASKA,WA98570 		  PC PROGRAMS SUPPORTING VIPASSANA MEDITATION 90,000

WEST SIDE ROWING CLUB OF WNY INC

1 ROTARY ROW
BUFFALO,NY14201 		  PC SUPPORT FOR YOUTH ROWING PROGRAMS 10,000

WESTERN NEW YORK BOOK ARTS COLLABORATIVE

468 WASHINGTON STREET
BUFFALO,NY14203 		  PC SUPPORT FOR PRINTING EDUCATION 5,000

WESTERN NEW YORK LAW CENTER INC

37 FRANKLIN ST 2ND FLOOR
BUFFALO,NY14202 		  PC LEGAL REPRESENTATION OF LOW-INCOME INDIVIDUALS 10,000

WESTERN RESOURCE ADVOCATES

2260 BASELINE ROAD SUITE 200
BOULDER,CO80302 		  PC PROTECTION OF LAND AND WATER 5,000

WESTMINSTER PRESBYTERIAN CHURCH EARLY CHILDHOOD PROGRAMS

724 DELAWARE AVE
BUFFALO,NY14209 		  PC DAY CARE SCHOLARSHIPS FOR FINANCIALLY DISADVANTAGED CHILDREN 10,000

WHEELER SCHOOL

216 HOPE STREET
PROVIDENCE,RI02906 		  PC SUPPORT FOR EDUCATION PROGRAMS 5,000

WIDER CARIBBEAN SEA TURTLE CONSERVATION NETWORK

6116 HIGH MEADOW DRIVE
GODFREY,IL62035 		  PC SUPPORT FOR SEA TURTLE RESEARCH 15,000

WILLIAMS COLLEGE

880 MAIN STREET
WILLIAMSTOWN,MA01267 		  PC CAMERON BAIRD SCHOLARSHIP FUND 10,000

WOODLANDS HIGH SCHOOL SCHOLARSHIP FUND

475 W HARTSDALE AVE
HARTSDALE,NY10530 		  PC EDUCATIONAL ASSISTANCE TO WOODLANDS HS GRADUATES 7,500

XERCES SOCIETY

PO BOX 97387
WASHINGTON,DC20090 		  PC SUPPORT FOR INVERTEBRATE CONSERVATION 10,000

YOSEMITE CONSERVANCY

101 MONTGOMERY STREET 2450
SAN FRANCISCO,CA94104 		  PC CONSERVATION OF NATURAL RESOURCES AT YOSEMITE NATIONAL PARK 5,000

BUFFALO AKG ART MUSEUM

1285 ELMWOOD AVE
BUFFALO,NY14222 		  PC GENERAL OPERATING SUPPORT AND EDUCATION PROGRAMS 140,000
Total .................................right arrow 3a 3,140,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		        39,722
4 Dividends and interest from securities ....         1,009,293
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 .....         1,686
8 Gain or (loss) from sales of assets other than
inventory ............ 		        -688,238
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 0 362,463
13Total. Add line 12, columns (b), (d), and (e)..................
13
362,463
(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.)
3 ALL INCOME RECEIVED IS AVAILABLE FOR FUTURE GRANTS.
7 ALL INCOME RECEIVED IS AVAILABLE FOR FUTURE GRANTS.
8 ALL INCOME RECEIVED IS AVAILABLE FOR FUTURE GRANTS.
4 ALL INCOME RECEIVED IS AVAILABLE FOR FUTURE GRANTS.
Form 990-PF (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE CAMERON AND JANE BAIRD FOUNDATION
EIN:
16-6029481
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION - BROCK SCHECHTER 7,100 2,367   4,733

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE CAMERON AND JANE BAIRD FOUNDATION
EIN:
16-6029481
Name of Bond End of Year Book Value End of Year Fair Market Value
3M COMPANY MTN 3.625% 9/14/2028 USD SR LIEN 112,381 108,997
AIR LEASE CORPORATION 3.875% 07/03/2023 USD SR LIEN 50,649 51,267
AMAZON.COM, INC. 1.5% 06/03/2030 USD SR LIEN 64,928 55,201
AMGEN INC 5.15% 03/2/2028 USD SR LIEN 98,138 101,928
AT&T INC. 2.75% 06/01/2031 USD SEA 105,829 93,324
AUTONATION INC 4.75% 06/01/2030 USD SR LIEN 63,899 63,063
AVALONBAY COMMUNITIES INC MTN 3.45% 06/01/2025 USD SR LIEN 113,355 107,982
BANCO SANTANDER SA 3.49% 05/28/2030 USD SA LIEN 200,000 180,706
BANK OF AMERICA CORPORATION HYBRID MTN 03/05/2029 USD SR LIEN 55,368 48,413
BANK OF AMERICA CORPORATION HYBRID MTN 03/15/2025 USD SR LIEN 150,178 140,762
BANK OF MONTREAL HYBRID MTN 01/22/2027 USD SR LIEN 201,369 189,916
BANK OF NOVA SCOTIA (THE) 2.2% 02/03/2025 USD SR LIEN 80,873 78,279
BAXTER INTERNATIONAL , INC. 1.73% 04/01/2023 65,455 72,073
BELL CANADA 5.10% 5/11/2023 USD SR LIEN 44,114 46,573
BERKSHIRE HATHAWAY ENERGY COMP 3.25% 04/15/2028 USD SER 65,891 65,031
BP CAP MARKETS AMERICA 3.543% 04/06/2027 USD SR LIEN 79,175 78,230
BP CAP MARKETS AMERICA 3.543% 04/06/2027 USD SR LIEN 54,825 51,025
BP CAP MARKETS AMERICA INC 3.937% 09/21/2028 59,494 59,451
BRISTOL-MYERS SQUIBB COMPANY 3.45% 11/15/2027 USD SER WI SR LIEN 106,693 97,469
BRISTOL-MYERS SQUIBB COMPANY 3.9% 02/20/2028 USD SER WI SR LIEN 69,796 64,847
BROADCOM CORPORATION 3.50% 01/15/2028 USD SER WI SR LIEN 84,551 85,861
BURLINGTON NORTHERN SANTA FE. 3.25% 06/15/2027 USD SR LIEN 86,153 79,210
CALVERT HIGH YIELD BOND FUND 2,095,397 2,049,424
CAPITAL ONE FINANCIAL CORPORATE HYBRID 07/20/2032 USD SUB LIEN 122,255 99,910
CHARLES SCHWAB CORP 3 625% 04/01/2025 USD SR LIEN 46,518 44,596
CITIGROUP INC. HYBRID 06/03/2031 USD SR LIEN 152,000 130,083
CONNECTICUT LIGHT AND POWER CO 3.2% 03/15/2027 USD SER A SR LIEN 84,123 77,667
CONOCOPHILLIPS 5.90% 10/15/2032 USD SER B SR LIEN 73,122 72,250
CROWN CASTLE, INC. 5.1% 5/1/2023 USD SR LIEN 64,422 71,136
CVS HEALTH CORPORATION 4.876% 7/20/2035 USD SR LIEN 63,722 72,470
DUKE ENERGY CAROLINAS 2.55% 04/15/2031 USD SR LIEN 51,524 47,179
EXXON MOBIL CORPORATION 2.709% 03/06/2025 USD SR LIEN 61,226 59,118
FEDERATED HERMES HIGH YIELD BOND FUND 2,077,185 2,049,358
FISERV INC 3.20% 07/01/2026 USD SR LIEN 46,611 46,989
GENERAL MOTORS FINL CO 3.10% 01/12/2032 USD SR LIEN 65,944 62,453
GOLDMAN SACHS BANK USA DEPOSIT (BDA) 678,878 678,878
HERSHEY COMPANY 0.9% 06/01/2025 USD SR LIEN 98,817 93,921
HOME DEPOT INC 2.95% 06/15/2029 USD SR LIEN 128,392 127,197
HONEYWELL INTERNATIONAL INC. 1.35% 06/01/2025 USD SR LIEN 44,996 43,018
INTERSTATE POWER AND LIGHT COM 2.3% 06/01/2030 USD SR LIEN 149,363 128,683
JOHN DEERE CAPITAL CORP MTN 0.55% 07/05/2022 USD SR LIEN S&P 46,131 45,043
JPMORGAN CHASE & CO. HYBRID 06/01/2028 USD SR LIEN 157,000 143,981
KELLOGG CO 2.1 % 06/01/2030 USD SR LIEN 149,597 129,281
KIMBERLY CLARK CORP 3.10% 03/26/2030 USD SR LIEN 160,892 158,392
MORGAN STANLEY HYBRID MTN 01/22/2031 USD SA LIEN 57,573 48,739
MORGAN STANLEY HYBRID MTN 07/20/2027 USD SR LIEN 71,623 74,562
NASDAQ INC. 5.55% 2/15/2024 SR LIEN 84,643 89,809
NXP B.V. 5.0% 1/15/2023 USD SR LIEN 63,688 71,862
ORACLE CORPORATION 2.8% 04/01/2027 USD SR LIEN 78,055 71,300
PAYPAL HOLDINGS INC 2.85% 10/01/2029 USD SR LIEN 63,449 62,750
PFIZER INC. 1.7% 05/28/2030 USD SR LIEN 74,767 64,085
RELX CAPITAL INC 3 0% 05/22/2030 USD SA LIEN 83,447 77,450
SIMON PROPERTY GROUP, LP. 3.3% 01/15/202 USD SR LIEN 124,908 118,107
SKYWORKS SOLUTINOS INC 3.00% 06/01/2031 USD SR LIEN 49,784 43,014
SUNTRUST BANKS INC 4 0% 05/01/2025 USD SR LIEN 145,029 138,525
TORONTO-DOMINION BANK HYBRID 09/15/2031 188,675 187,296
TRANSCANADA PIPELIENS LIMITED 4.25% 05/15/2028 USD 43,381 44,085
TYCO ELECTRONICS GROUP S.A. 2.50% 02/04/2032 USD SR LIEN 127,239 123,651
UNITED HEALTH GROUP INCORPORATED 3.85% 06/15/2028 USD SR LIEN 186,468 182,384
UNITED PARCEL SERVICE 4.45% 04/01/2030 USD SR LIEN 47,433 47,017
US BANCORP HYBRID 02/01/2029 97,457 102,457
WESTPAC BANKING CORPORATION HYBRID 02/04/2030 USD SUB LIEN 15,636 14,627

TY 2023 InvestmentsCorpStockSchedule
Name:
THE CAMERON AND JANE BAIRD FOUNDATION
EIN:
16-6029481
Name of Stock End of Year Book Value End of Year Fair Market Value
3M COMPANY CMN 60,769 54,223
ABBOTT LABORATORIES CMN 170,351 196,915
ABBVIE INC CMN 41,889 70,508
ACCENTURE PLC CMN CLASS A 75,628 148,786
ADOBE INC CMN 81,198 137,218
ADVANCED MICRO DEVICES, INC. CMN 69,475 126,183
AES CORP. CMN 21,876 17,152
AFFIRM HOLDINGS, INC 1,464 1,671
AGCO CORPROATINO 6,915 6,678
AIR PRODUCTS & CHEMICALS INC CMN 24,311 30,035
AIRBNB, INC CLASS A 265 272
AKAMAI TECHNOLOGIES, INC. CMN 26,471 32,546
ALBEMARLE CORP CMN 14,816 8,838
ALCOA CORPORATION CMN 35,629 24,616
ALLSTATE CORPORATION COMMON STOCK 8,624 10,284
ALPHABET INC. CMN CLASS A 137,463 280,078
ALPHABET INC. CMN CLASS C 120,575 252,828
AMAZON.COM INC CMN 52,552 515,836
AMERICAN EXPRESS CO. CMN 28,919 65,756
AMERICAN TOWER CORPORATION CMN 47,340 46,562
AMERICAN WATER WORKS CO, INC. CMN 75,550 83,814
AMERIPRISE FINANCIAL. INC. CMN 6,070 7,597
AMGEN INC. CMN 52,798 64,516
ANALOG DEVICES, INC. CMN 6,016 9,928
APA CORP CMN 6,971 5,669
APPLE INC. CMN 428,804 1,078,361
APPLIED MATERIALS INC CMN 13,859 43,597
APTIV PLC CMN 7,993 7,626
ARCHER-DANIELS-MIDLAND COMPANY CMN 49,800 51,493
ARISTA NETWORKS, INC. CMN 8,551 16,015
AT&T INC. CMN 56,380 45,306
AUTODESK. INC. CMN 17,802 24,591
AUTOMATIC DATA PROCESSING INC CMN 26,606 31,640
AVALONBAY COMMUNITIES INC CMN 34,822 41,740
AVERY DENNISON CORPORATION CMN 20,755 22,642
AXON ENTERPRISE INC CMN 10,476 24,800
BAKER HUGHES CO CMN 17,795 20,987
BANK OF AMERICA CORP CMN 93,460 145,724
BANK UTICA NY 2,797,537 2,912,640
BECTON, DICKINSON ANO COMPANY CMN 26,000 25,358
BEST BUY CO INC CMN 29,245 30,175
BIOGEN INC. CMN 24,504 23,031
BLACKSTONE GROUP INC/THE 7,443 9,164
BRISTOL-MYERS SQUIBB COMPANY CMN 48,565 38,380
BROADCOM INC. CMN 116,803 213,204
BUNGE LIMITED ORD CMN 21,513 30,689
CADENCE DESIGN SYSTEMS INC CMN 15,447 20,972
CARDINAL HEALTH INC CMN 15,108 19,652
CARRIER GLOBAL CORPORATION CMN 44,301 60,605
CATERPILLAR INC (DELAWARE) CMN 28,553 56,177
CBRE GROUP. INC. CMN CLASS A 49,367 75,031
CENTENE CORPORATION CMN 9,157 8,979
CF INDUSTRIALS HOLDINGS, INC 7,418 6,837
CHARLES SCHWAB CORPORATION CMN 12,524 18,026
CHENIERE ENERGY, INC 16,928 18,778
CHEVRON CORPORATION CMN 85,804 110,826
CIGNA CORP CMN 79,998 94,027
CINTAS CORPORATION 10,679 11,451
CISCO SYSTEMS, INC, CMN 95,099 109,881
CITIGROUP INC. CMN 40,421 50,360
CLOROX CO (THE) (DELAWARE) CMN 55,343 43,347
COCA-COLA COMPANY (THE) CMN 133,302 171,781
COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A 9,374 14,200
COINBASE GLOBAL, INC. CMN CLASS A 622 3,131
COLGATE-PALMOLIVE CO CMN 100,189 116,217
COMCAST CORPORATION CMN CLASS A VOTING 51,558 63,933
CONOCOPHILLIPS CMN 41,953 100,981
CONSOLIDATED EDISON INC CMN 18,942 17,739
COSTCO WHOLESALE CORPORATION CMN 35,072 37,804
CSX CORPORATION CMN 34,808 35,849
CUMMINS INC COMMON STOCK 32,261 33,300
CVS HEALTH CORP CMN 8,777 9,238
DANAHER CORPORATION CMN 118,779 142,653
DARDEN RESTAURANTS, INC. CMN 2,439 6,079
DECKERS OUTDOORS CORP CMN 12,386 20,721
DEERE & COMPANY CMN 7,723 24,883
DELL TECHNOLOGIES INC. CMN 1,445 5,508
DELTA AIR LINES. INC. CMN 5,883 8,770
DEVON ENERGY CORPORATION (NEW) CMN 9,175 13,952
DEXCOM. INC. CMN 8,302 8,314
DIGITAL REALTY TRUST, INC. 15,530 20,098
DUPONT DE NEMOURS INC CMN 7,956 8,924
EATON CORP PLC CMN 30,528 50,813
EBAY INC. CMN 22,785 23,555
ECOLAB INC. CMN 94,480 102,651
ELEVANCE HEALTH INC CMN 75,436 113,174
ELI LILLY & CO CMN 52,844 195,278
ENPHASE ENERGY. INC. CMN 9,449 9,778
EOG RESOURCES INC CMN 31,749 31,810
EOUINIX. INC. REIT 1,964 2,416
EPAM SYSTEMS, INC. CMN 888 892
ETSY. INC. CMN 11,627 9,078
EVERSOURCE ENERGY CMN 106,588 78,076
EXELON CORPORATION 64,689 55,430
EXXON MOBIL CORPORATION CMN 37,585 88,982
FACTSET RESEARCH SYSTEMS INC CMN 1,502 1,908
FIRST ENERGY CORP 36,624 33,544
FISERV. INC. CMN 5,176 6,908
FMC CORPORATION CMN 44,939 28,124
FORD MOTOR COMPANY CMN 512 1,292
FREEPORT-MCMORAN INC CMN 291 426
GAP INC CMN 8,127 8,113
GARTNER, INC. 8,508 8,571
GEN DIGITAL INC CMN 21,010 25,056
GENERAL MILLS INC CMN 32,990 27,619
GENERAL MOTORS COMPANY CMN 21,074 34,304
GENUINE PARTS CO. CMN 19,652 20,778
GILEAD SCIENCES CMN 44,593 55,735
GOLDMAN SACHS BANK USA DEPOSIT (BDA) 1,544,997 1,545,667
HARTFORD FINANCIAL SERVICES GROUP 130,045 152,726
HASBRO, INC. CMN 18,889 16,901
HCA HEALTHCARE, INC 2,651 2,707
HILTON WORLDWIDE HOLDINGS INC. CMN 55,977 152,227
HOWMET AEROSPACE INC CMN 14,782 23,272
HP INC. CMN 27,271 43,575
ILLINOIS TOOL WORKS CMN 102,999 128,247
ILLUMINA, INC CMN 26,678 15,177
INSULENT CORPORATION CMN 7,791 6,292
INTEL CORPORATION CMN 101,502 101,455
INTERPUBLIC GROUP COS CMN 4,925 10,575
INTL BUSINESS MACHINES CORP CMN 20,263 29,275
INTL FLAVORS & FRAGRANCE CMN 45,782 35,415
INTUIT INC CMN 45,028 95,005
INTUITIVE SURGICAL INC. CMN 19,512 26,989
IRON MOUNTAIN INCORPORATED CMN 7,271 23,096
ISHARES MSCI EAFE INTERNATIONAL INDEX FUND 2,683,441 3,139,395
JOHNSON & JOHNSON CMN 229,672 244,044
JOHNSON CONTROLS INTERNATIONAL CMN 10,755 22,221
JPMORGAN CHASE & CO CMN 91,086 177,244
JUNIPER NETWORKS, INC CMN 7,647 6,309
KEYSIGHT TECHNOLOGIES, INC. CMN 44,133 45,818
KIMBERLY-CLARK CORPORATION CMN 61,582 55,947
KINDER MORGAN INC CMN CLASS P 26,519 27,219
KLA CORP CMN 11,727 18,020
KROGER COMPANY CMN 64,505 65,000
LAM RESEARCH CORPORATION CMN 20,185 50,257
LINCOLN NATLCORP. INC. CMN 7,469 6,877
LINDE PLC CMN 48,609 109,249
LOWES COMPANIES INC CMN 27,165 32,047
LPL FINANCIAL HOLDINGS 8,356 10,015
LULUMELON ATHLETICA INC. 8,946 9,203
LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A 28,064 28,619
MARATHON PETROLEUM CORPORATION CMN 40,260 67,207
MARRIOTT INTERNATIONAL. INC CMN CLASS A 40,515 63,594
MASTERCARD INCORPORATED CMN CLASS A 134,122 195,342
MCKESSON CORPORATION CMN 10,453 37,562
MEDTRONIC PUBLIC LIMITED COMPA CMN 73,255 72,749
MERCK & CO., INC. CMN 90,493 128,419
META PLATFORMS INC CMN CLASS A 168,415 293,433
METLIFE. INC. CMN 17,987 17,789
MICRON TECHNOLOGY, INC. CMN 40,202 45,291
MICROSOFT CORPORATION CMN 61,085 1,142,786
MODERNA. INC. CMN 8,742 9,846
MONDELEZ INTERNATIONAL, INC 92,744 96,023
MOODY'S CORPORATION CMN 100,555 128,104
MORGAN STANLEY CMN 827 2,052
MOSAIC COMPANY (THE) CMN 9,234 8,825
MOTOROLA SOLUTIONS INC CMN 12,390 18,555
MULTI-MANAGER INTERNATIONAL SMALL CAP EQUITY FUND 2,231,378 3,132,855
MULTI-MANAGER US SMALL CAP EQUITY FUND 2,002,431 2,601,844
NASDAQ INC. CMN 36,659 41,686
NETAPP. INC. CMN 8,330 8,199
NETFLIX. INC. CMN 53,117 65,729
NEWMONT CORP CMN 40,989 49,627
NORFOLK SOUTHERN CORP CMN 80,616 90,770
NORTHERN TRUST CORP 18,120 17,792
NVENT ELECTRIC PUBLIC LIMITED COMPANY 6,811 9,750
NVIDIA CORPORATION CMN 74,982 473,430
NXP SEMICONDUCTORS N.V. CMN 30,954 36,841
OCCIOENTAL PETROLEUM CORP CMN 2,300 10,084
OMNICOM GROUP CMN 39,861 63,999
ON SEMICONOUCTOR CORPORATION CMN 11,646 28,567
ORACLE CORPORATION CMN 23,267 34,581
ORMAT TECHNOLOGIES, INC. 7,184 6,518
OWENS CORNING CMN 31,791 68,779
PALO ALTO NETWORKS, INC. 15,319 17,988
PAYPAL HOLDINGS, INC. CMN 61,875 33,714
PEPSICO. INC. CMN 155,904 194,458
PFIZER INC. CMN 73,873 59,192
PHILLIPS 66 CMN 8,490 8,521
PIONEER NATURAL RESOURCES CO 45,324 49,024
PNC FINANCIAL SERVICES GROUP, CMN 32,930 45,371
PPL CORPORATION CMN 5,542 6,069
PROLOGIS INC CMN 44,569 71,316
PRUDENTIAL FINANCIAL INC CMN 124,498 128,600
QUALCOMM INC CMN 38,808 71,592
RBC EMERGING MARKETS EQUITY FUND INSTITUTIONAL 634,197 759,063
REGENCY CENTERS CORPORATION CMN 14,141 15,293
REGENERON PHARMACEUTICAL INC CMN 13,846 22,835
REINSURANCE GROUP AMER INC 9,164 11,163
REPUBLIC SERVICES INC 32,318 39,376
RESMED INC. CMN 26,104 21,503
ROSS STORES.INC CMN 5,896 9,826
S&P GLOBAL INC. CMN 84,376 138,323
SALESFORCE.COM, INC CMN 79,616 129,202
SCHLUMBERGER LTD CMN 16,405 43,802
SEA CONTAINERS LTD 41,961 0
SEAGATE TECHNOLOGY HOLDIN PLC CMN 9,187 15,766
SERVICENOW INC CMN 33,091 52,280
SHOCKWAVE MEDICAL INC 689 572
SOLAREDGE TECHNOLOGIES. INC. CMN 18,739 6,084
SOUTHWEST AIRLINES CO CMN 25,738 26,445
STARBUCKS CORP. CMN 79,247 104,267
STATE STREET CORPORATION (NEW) CMN 44,076 63,145
STRYKER CORPORATION 7,455 7,807
SUNRUN INC. CMN 9,156 6,360
SYLVAMO CORPORATION CMN 19 49
TARGET CORPORATION CMN 41,661 46,999
TAYLOR MORRISON HOME CORP. CMN 11,645 21,607
TESLA, INC. CMN 216,467 241,523
TEXAS INSTRUMENTS INC, CMN 33,629 51,479
THE BANK OF NY MELLON CORP CMN 58,988 76,409
THE HERSHEY COMPANY CMN 31,977 27,593
THE HOME DEPOT. INC. CMN 60,230 90,450
THE PROGRESSIVE CORPORATION CMN 30,172 38,227
THERMO FISHER SCIENTIFIC INC CMN 43,653 69,048
TJX COMPANIES INC (NEW) CMN 38,099 70,076
TOPBUILD CORP 6,949 13,473
TYSON FOODS INC CLASS A 7,861 8,439
U.S. BANCORP CMN 16,347 16,151
U.S. DOLLAR 2,139 2,139
UBER TECHNOLOGIES INC 45,859 47,655
UNION PACIFIC CORP. CMN 47,821 77,862
UNITED RENTALS, INC. CMN 24,414 42,433
UNITEDHEALTH GROUP INCORPORATE CMN 60,932 110,032
VENTAS. INC. CMN 34,054 36,058
VERISK ANALYTICS. INC. CMN 88,465 124,924
VERIZON COMMUNICATIONS. INC. CMN 106,251 77,398
VERTEK PHARMACEUTICALS INCORPORATED CMN 25,258 37,841
VF CORP CMN 23,143 8,986
VIATRIS INC CMN 14 11
VISA INC. CMN CLASS A 147,797 214,528
W.W. GRAINGER INC CMN 29,340 51,379
WALGREENS BOOTS ALLIANCE, INC. CMN 14,092 12,611
WALMART INC CMN 26,717 29,904
WALT DISNEY COMPANY (THE) CMN 49,264 43,547
WASTE MANAGEMENT INC CMN 53,374 86,864
WELLS FARGO & CO (NEW) CMN 16,792 34,356
WELLTOWER INC. CMN 445 631
WESTERN DIGITAL CORPORATION CMN 7,071 11,521
WEYERHAEUSER COMPANY CMN 50,332 66,897
WILLIAMS-SONOMA INC 15,968 17,757
XYLEM INC. CMN 15,957 31,449
YUM BRANDS, INC. CMN 45,705 52,264

TY 2023 InvestmentsGovtObligationsSch
Name:
THE CAMERON AND JANE BAIRD FOUNDATION
EIN:
16-6029481
US Government Securities - End of Year Book Value:

3,501,885
US Government Securities - End of Year Fair Market Value:

3,268,079
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE CAMERON AND JANE BAIRD FOUNDATION
EIN:
16-6029481
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
HORIZON ENVIRO & CLIMATE SOLUTIONS OFFSHORE FEDERAL AT COST 57,750 62,360
NEW MOUNTAIN PARTNERS VI ACCESS OFFSHORE AT COST 153,071 169,598
PRIVATE CREDIT MANAGERS III OFFSHORE LP AT COST 1,390,486 1,629,526
PRIVATE CREDIT MANAGERS IV OFFSHORE LP AT COST 568,771 578,455
PRIVATE EQUITY MANAGERS 2021 OFFSHORE AT COST 819,614 800,153
TPG TECH ADJACENCIES II ACCESS AT COST 229,661 209,775
VINTAGE IX B OFFSHORE SCSP AT COST 120,000 133,968

TY 2023 LegalFeesSchedule
Name:
THE CAMERON AND JANE BAIRD FOUNDATION
EIN:
16-6029481
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - KAVINOKY COOK LLP 34,354 11,451   22,903


TY 2023 OtherAssetsSchedule
Name:
THE CAMERON AND JANE BAIRD FOUNDATION
EIN:
16-6029481
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PREPAID TAXES 44,883 3,593 3,593
ACCUMULATED AMOUNTS REPORTED ON 1099 NOT SETTLED ON STATEMENT UNTIL AFTER YE 18,051    


TY 2023 OtherExpensesSchedule
Name:
THE CAMERON AND JANE BAIRD FOUNDATION
EIN:
16-6029481
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NYS ANNUAL FILING FEE 750 0   0


TY 2023 OtherIncomeSchedule2
Name:
THE CAMERON AND JANE BAIRD FOUNDATION
EIN:
16-6029481
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OID GOLDMAN SACHS 054-27539-1 1,686 1,686 1,686


TY 2023 OtherIncreasesSchedule
Name:
THE CAMERON AND JANE BAIRD FOUNDATION
EIN:
16-6029481
Description Amount
PREPAID EXPENSE BALANCING 3,593


TY 2023 OtherLiabilitiesSchedule
Name:
THE CAMERON AND JANE BAIRD FOUNDATION
EIN:
16-6029481
Description Beginning of Year - Book Value End of Year - Book Value
UNCASHED CHECKS 0 0


TY 2023 OtherProfessionalFeesSchedule
Name:
THE CAMERON AND JANE BAIRD FOUNDATION
EIN:
16-6029481
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GOLDMAN SACHS INVESTMENT ADVISORY 144,326 144,326   0


TY 2023 TaxesSchedule
Name:
THE CAMERON AND JANE BAIRD FOUNDATION
EIN:
16-6029481
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID ON INVESTMENT INCOME 15,815 0   0