TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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 07-01-2023 , and ending 06-30-2024

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 If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$4,960,900J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	104,056		104,026
5a	Gross rents............
b	Net rental income or (loss) -3,883
6a	Net gain or (loss) from sale of assets not on line 10		258,903
b	Gross sales price for all assets on line 6a 1,374,881
7	Capital gain net income (from Part IV, line 2)...			258,903
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........	362,959		362,929
13	Compensation of officers, directors, trustees, etc.	63,666		31,833		31,833
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	21,630	0	0	21,630
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	1,250	0	0	1,250
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	2,403	1,451		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).......	List of Attached Documents: // Content	19,631	3,883		15,748
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	108,580		37,167	0	70,461
25	Contributions, gifts, grants paid.......	128,909				128,909
26	Total expenses and disbursements. Add lines 24 and 25	237,489		37,167	0	199,370
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	125,470
b	Net investment income (if negative, enter -0-)			325,762
c	Adjusted net income (if negative, enter -0-)...				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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	108,247	163,545	163,545
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......	2,936,116	List of Attached Documents: // Content 3,342,439	4,585,783
	c	Investments—corporate bonds (attach schedule).......	486,013	List of Attached Documents: // Content 149,844	149,312
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	39,727	List of Attached Documents: // Content 39,727	62,260
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,570,103	3,695,555	4,960,900
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	3,570,103	3,695,555
	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).....	3,570,103	3,695,555
	30	Total liabilities and net assets/fund balances (see instructions).	3,570,103	3,695,555

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,570,103

Enter amount from Part I, line 27a .....................

125,470

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

281

Add lines 1, 2, and 3 ..........................

3,695,854

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

299

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

3,695,555

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	350. ACTIVISION BLIZZARD INC		2023-05-09	2023-09-07
b	200. APPLE COMPUTER		2009-05-04	2023-09-07
c	1151.28 ARTISAN PARTNERS FDS INC			2023-09-07
d	552.61 FEDERATED HERMES EQUITY FDS		2020-11-18	2023-09-07
e	100. MICROSOFT CORP		2011-09-27	2023-09-07
	500. OCCIDENTAL PETROLEUM CORP		2022-07-13	2023-09-07
	100. SPDR S&P MIDCAP 400 ETF TRUST		2016-08-09	2023-09-07
	.33 VERALTO CORP.		2021-08-17	2023-10-24
	100000. US TREASURY N/B 2.875% 10/31/2023		2022-10-11	2023-10-31
	1149.69 ARTISAN PARTNERS FDS INC			2023-11-03
	85. DIAGEO PLC SPONSORED ADR		2023-02-13	2023-11-03
	100. DIAGEO PLC SPONSORED ADR		2022-10-10	2023-11-03
	250. SELECT SECTOR SPDR TR			2023-11-03
	225. STARBUCKS CORP		2023-02-13	2023-11-03
	53. VERALTO CORP.			2023-11-03
	200. AMERICAN EXPRESS COMPANY		2023-02-13	2024-01-09
	45. ANTHEM INC		2022-10-10	2024-01-09
	659.78 ARTISAN PARTNERS FDS INC		2018-01-17	2024-01-09
	160. DANAHER CORP			2024-01-09
	275. JOHNSON & JOHNSON CO			2024-01-09
	1196.88 MFS SER TR XIII			2024-01-09
	30. NORTHROP GRUMMAN CORP W/1 RT/SH		2022-07-13	2024-01-09
	100. VERTEX PHARMACEUTICAL INC		2023-05-09	2024-01-09
	75. ADOBE SYS INC W/1 RT/SH		2023-02-13	2024-03-12
	1550. BANK AMER CORP COM			2024-03-12
	15. BOOKING HLDGS INC			2024-03-12
	3398.06 METROPOLITAN WEST FDS			2024-03-12
	2037.99 MORGAN STANLEY INSTL FD INC			2024-03-12
	500. NEXTERA ENERGY, INC		2019-04-17	2024-03-12
	250. PEPSICO INC			2024-03-12
	50. GE VERNOVA INC.		2023-05-09	2024-04-30
	100. APPLE COMPUTER		2009-05-04	2024-05-31
	50. ELI LILLY & CO		2020-03-19	2024-05-31
	40. SYNOPSYS INC W/1 RT/SH		2023-11-03	2024-05-31
	500. COMCAST CORP NEW		2023-05-09	2024-06-27
	175. J P MORGAN CHASE & CO		2017-06-05	2024-06-27
	120. LOWES COMPANIES INC		2024-03-12	2024-06-27
	225. MCDONALDS CORP		2022-01-25	2024-06-27
	100. PARKER HANNIFIN CORP		2023-02-13	2024-06-27
	150. SALESFORCE.COM INC		2023-02-13	2024-06-27
	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
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	32,193	26,346	5,847
b	35,340	940	34,400
c	50,000	43,900	6,100
d	25,000	30,675	-5,675
e	33,163	2,568	30,595
	32,345	29,380	2,965
	47,185	28,479	18,706
	23	37	-14
	100,000	98,473	1,527
	50,000	45,381	4,619
	13,595	14,829	-1,234
	15,994	16,442	-448
	40,100	7,184	32,916
	23,035	24,462	-1,427
	3,724	5,765	-2,041
	37,351	36,111	1,240
	21,608	21,085	523
	30,000	26,233	3,767
	37,425	43,959	-6,534
	44,159	39,155	5,004
	20,000	25,384	-5,384
	14,111	14,125	-14
	41,830	34,438	7,392
	43,081	28,133	14,948
	55,570	66,590	-11,020
	52,734	34,069	18,665
	35,000	37,465	-2,465
	49,645	62,116	-12,471
	28,540	23,725	4,815
	41,242	36,781	4,461
	7,785	4,215	3,570
	19,053	470	18,583
	40,700	6,949	33,751
	22,033	19,524	2,509
	18,999	19,953	-954
	34,762	14,585	20,177
	26,240	29,203	-2,963
	57,930	56,044	1,886
	50,223	35,290	14,933
	38,271	25,515	12,756
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892
			4,892

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			5,847
b			34,400
c			6,100
d			-5,675
e			30,595
			2,965
			18,706
			-14
			1,527
			4,619
			-1,234
			-448
			32,916
			-1,427
			-2,041
			1,240
			523
			3,767
			-6,534
			5,004
			-5,384
			-14
			7,392
			14,948
			-11,020
			18,665
			-2,465
			-12,471
			4,815
			4,461
			3,570
			18,583
			33,751
			2,509
			-954
			20,177
			-2,963
			1,886
			14,933
			12,756

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	258,903
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	4,528
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	4,528
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	4,528
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	2,911
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

7	Total credits and payments. Add lines 6a through 6d..............		7	2,911
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.......		9	1,617
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax0	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

HUNTINGTON NATIONAL BANK Telephone no. right arrow

(614) 331-9472

Located at right arrow

PO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4 right arrow

43216

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

Yes

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

Yes

If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment

List of Attached Documents:

// Content

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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-)
WILBERT W WARREN JR	DIRECTOR 1	9,600
19582 STATE RTE 278 S NELSONVILLE,OH45764	DIRECTOR 1	9,600
JANE E HARMONY	DIRECTOR 1	9,600
96 E COLUMBUS ST NELSONVILLE,OH45764	DIRECTOR 1	9,600
STEVEN E COX	DIRECTOR 1	9,600
144 MILL STREET NELSONVILLE,OH45764	DIRECTOR 1	9,600
HUNTINGTON NATIONAL BANK	TRUSTEE 1	34,866
PO BOX 1558 DEPT EA5W86 COLUMBUS,OH43216	TRUSTEE 1	34,866

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...................				0

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 arrow

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 arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

4,481,644

Average of monthly cash balances.......................

97,446

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

4,579,090

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,579,090

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

68,686

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

4,510,404

Minimum investment return. Enter 5% (0.05) of line 5................

225,520

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.)

Minimum investment return from Part IX, line 6..................

225,520

Tax on investment income for 2022 from Part V, line 5.......

4,528

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

4,528

Distributable amount before adjustments. Subtract line 2c from line 1............

220,992

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

220,992

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

220,992

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

199,370

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

199,370

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					220,992
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......	0
b From 2019......	4,586
c From 2020......	0
d From 2021......	11,374
e From 2022......	0
f Total of lines 3a through e ........		15,960
4Qualifying distributions for 2023 from Part
XI, line 4: $ 199,370
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.....					199,370
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2023.		15,960			15,960
(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		0
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 ..........					5,662
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) ...		0
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2019....	0
b Excess from 2020....	0
c Excess from 2021....	0
d Excess from 2022....	0
e Excess from 2023....	0

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
CITY OF NELSONVILLE 211 LAKE HOPE DRIVE NELSONVILLE,OH45764	NONE	GOVT	GENERAL SUPPORT	2,750
FIRST PRESBYTERIAN CHURCH OF NELSONVILLE 69 E WASHINGTON STREET NELSONVILLE,OH45764	NONE	PC	GENERAL OPERATING	1,159
PARADE OF THE HILLS PO BOX 157 NELSONVILLE,OH45764	NONE	PC	GENERAL OPERATING	15,000
NELSONVILLE-YORK CITY SCHOOL DISTRICT ONE BUCKEYE DRIVE NELSONVILLE,OH45764	NONE	PC	GENERAL OPERATING	2,000
STUARTS OPERA HOUSE 52 PUBLIC SQUARE NELSONVILLE OH,OH45764	NONE	PC	GENERAL SUPPORT	20,000
FOUNDATION FOR APPALACHIAN OHIO 35 PUBLIC SQ NELSONVILLE,OH457641132	NONE	PC	GENERAL SUPPORT	20,000
NELSONVILLE FOOD CUPBOARD INC PO BOX 147 NELSONVILLE,OH457640147	NONE	PC	GENERAL OPERATING	20,000
HABITAT FOR HUMANITY 285 PEACHTREE CENTER AVE ATLANTA,GA30303	NONE	PC	GENERAL OPERATING	10,000
CIRCLE ROUND THE SQUARE PO BOX 13 ATHENS,OH45701	NONE	PC	GENERAL SUPPORT	5,000
FIRST UNITED METHODIST 205 W COLUMBUS ST NELSONVILLE,OH45764	NONE	PC	GENERAL SUPPORT	15,000
NELSONVILLE PRESBYTERIAN CHURCH 69 E WASHINGTON ST NELSONVILLE,OH45764	NONE	PC	GENERAL SUPPORT	18,000
Total ................................. 3a				128,909

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	104,056
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....				-3,883
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	258,903
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) ..				359,076

13Total. Add line 12, columns (b), (d), and (e)..................

359,076

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 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

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 ExpenditureResponsibilityStmt

Name:

BAIRD BROTHERS CO FOUNDATION OAG # 79-0577

EIN:

31-6194844

Grantee's Name	Grantee's Address	Grant Date	Grant Amount	Grant Purpose	Amount Expended By Grantee	Any Diversion By Grantee?	Dates of Reports By Grantee	Date of Verification	Results of Verification
GLENFORD DUGGAN POST 229 THE AMERICAN LEGION DEPARTMENT OF OHIO	11 SEPTEMBER ST NELSONVILLE,OH45764	2022-09-16	10,000	PURCHASE OF NEW FURNACE AND HVAC UNIT		TO THE FOUNDATION'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED	3/26/2024

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

BAIRD BROTHERS CO FOUNDATION OAG # 79-0577

EIN:

31-6194844

Name of Bond	End of Year Book Value	End of Year Fair Market Value
912797FH5 TREASURY BILL 0% 05/
912797FS1 TREASURY BILL 0% 06/
9128285K2 US TREASURY N/B 2.87
91282CFN6 US TREASURY N/B 4.25	99,934	99,734
91282CHD6 US TREASURY N/B 4.25	49,910	49,578

- TIN:

TY 2023 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	63,749
701094104 PARKER-HANNIFIN CORP
742718109 PROCTER & GAMBLE CO	40,471	52,774
G1151C101 ACCENTURE PLC-CL A	11,316	60,682
717081103 PFIZER INC
67066G104 NVIDIA CORP	18,325	240,903
00507V109 ACTIVISION BLIZZARD
025816109 AMERICAN EXPRESS CO
032654105 ANALOG DEVICES INC	21,361	59,804
023135106 AMAZON COM INC	45,945	106,288
46120E602 INTUITIVE SURGICAL I	33,129	44,485
532457108 LILLY ELI & CO	16,677	108,646
594918104 MICROSOFT CORP	23,147	176,545
871829107 SYSCO CORP
478160104 JOHNSON & JOHNSON
92939U106 WEC ENERGY GROUP INC
037833100 APPLE INC	1,950	87,407
14040H105 CAPITAL ONE FINL COR
22822V101 CROWN CASTLE INC
28176E108 EDWARDS LIFESCIENCES
337738108 FISERV INC	38,614	48,438
46625H100 JPMORGAN CHASE & CO	38,081	75,848
91913Y100 VALERO ENERGY CORP N	43,930	82,299
H1467J104 CHUBB LTD	21,630	61,219
65339F101 NEXTERA ENERGY INC
713448108 PEPSICO INC
166764100 CHEVRON CORP NEW
92826C839 VISA INC	63,515	90,552
02079K305 ALPHABET INC	39,071	122,951
052769106 AUTODESK INC
452308109 ILLINOIS TOOL WKS IN
548661107 LOWES COS INC
55261F104 M & T BK CORP	44,620	39,354
74340W103 PROLOGIS INC
773903109 ROCKWELL AUTOMATION
91324P102 UNITEDHEALTH GROUP I	5,920	66,204
149123101 CATERPILLAR INS
254687106 DISNEY WALT CO
260557103 DOW INC
824348106 SHERWIN WILLIAMS CO	29,677	29,843
40168W483 GUGGENHEIM FDS TR	37,876	37,091
31421N683 FEDERATED HERMES EQU	86,912	76,829
552982720 MFS SER TR XIII	94,061	69,667
444859102 HUMANA INC
649280815 NEW WORLD FD INC NEW	75,812	81,099
46138E511 INVESCO EXCHANGE-TRA	24,329	18,884
244199105 DEERE & CO
72201F623 PIMCO FDS	55,651	44,857
957663503 WESTERN ASSET FDS IN	77,516	60,065
89155T649 TOUCHSTONE FDS GROUP
78467Y107 SPDR S&P MIDCAP 400	101,529	163,199
81369Y407 SELECT SECTOR SPDR T
88160R101 TESLA INC	42,339	35,618
31428Q739 FEDERATED TOTAL RETU	187,111	173,043
04314H667 ARTISAN PARTNERS FDS	143,264	188,925
169656105 CHIPOTLE MEXICAN GRI	37,127	78,313
31420B847 FEDERATED HERMES INS	84,626	84,173
543916688 LORD ABBETT INVT TR	145,194	138,896
007903107 ADVANCED MICRO DEVIC	37,195	40,553
592905749 METROPOLITAN WEST FD	91,922	92,365
61756E461 MORGAN STANLEY INSTL
43300A203 HILTON WORLDWIDE HLD
744320102 PRUDENTIAL FINL INC
580135101 MCDONALDS CORP
171340102 CHURCH & DWIGHT INC
7591EP100 REGIONS FINL CORP NE
922031737 VANGUARD FIXED INCOM	50,000	43,854
235851102 DANAHER CORP
654106103 NIKE INC
882508104 TEXAS INSTRS INC
09857L108 BOOKING HLDGS INC
579780206 MCCORMICK & CO INC
053484101 AVALONBAY CMNTYS INC
060505104 BANK AMER CORP
437076102 HOME DEPOT INC
00724F101 ADOBE SYS INC
025537101 AMERICAN ELEC PWR CO	25,492	23,690
036752103 ANTHEM INC
101137107 BOSTON SCIENTIFIC CO	18,704	26,954
20030N101 COMCAST CORP NEW
21036P108 CONSTELLATION BRANDS	41,748	45,024
25243Q205 DIAGEO PLC
256677105 DOLLAR GEN CORP NEW	36,851	19,835
291011104 EMERSON ELEC CO	23,513	27,540
30231G102 EXXON MOBIL CORP	18,868	20,146
30303M102 FACEBOOK INC CL-A	44,111	70,591
32008F200 FIRST EAGLE FDS	90,000	91,779
369604301 GENERAL ELEC CO	16,129	31,794
539830109 LOCKHEED MARTIN CORP	12,387	14,013
64110L106 NETFLIX INC	24,781	47,242
666807102 NORTHROP GRUMMAN COR
674599105 OCCIDENTAL PETE CORP
79466L302 SALESFORCE.COM INC
81762P102 SERVICENOW INC	29,815	55,067
855244109 STARBUCKS CORP
872590104 T-MOBILE US INC	21,824	26,427
92532F100 VERTEX PHARMACEUTICA
931142103 WAL MART STORES INC	32,099	43,673
00130H105 AES CORP	34,178	31,626
03027X100 AMERICAN TOWER CORP	24,369	24,298
038222105 APPLIED MATLS INC	54,847	63,717
049560105 ATMOS ENERGY CORP	19,813	20,414
084670702 BERKSHIRE HATHAWAY C	26,356	30,510
11135F101 BROADCOM INC	27,034	40,138
22788C105 CROWDSTRIKE HOLDINGS	19,434	19,160
464287432 ISHARES TR	86,634	87,191
464288588 ISHARES TR	46,394	45,905
543487136 LOOMIS SAYLES FDS II	335,000	335,031
595112103 MICRON TECHNOLOGY IN	23,417	23,018
67103H107 O'REILLY AUTOMOTIVE	36,706	36,962
68389X105 ORACLE CORP	31,660	31,770
697435105 PALO ALTO NETWORKS I	26,930	30,511
75513E101 RTX CORP	37,385	35,137
863667101 STRYKER CORP	44,919	42,531
872540109 TJX COS INC NEW	18,176	22,020
883556102 THERMO FISHER SCIENT	23,950	22,120
98978V103 ZOETIS INC	29,544	26,004
G54950103 LINDE PLC	26,398	28,523

- TIN:

TY 2023 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	28,770

- TIN:

TY 2023 LegalFeesSchedule

Name:

BAIRD BROTHERS CO FOUNDATION OAG # 79-0577

EIN:

31-6194844

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA	21,630			21,630

- TIN:

TY 2023 OtherDecreasesSchedule

Name:

BAIRD BROTHERS CO FOUNDATION OAG # 79-0577

EIN:

31-6194844

Description	Amount
MUTUAL FUND TIMING ADJ	299

- TIN:

TY 2023 OtherExpensesSchedule

Name:

BAIRD BROTHERS CO FOUNDATION OAG # 79-0577

EIN:

31-6194844

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
OTHER CHARITABLE EXPENSES	14,941	0	14,941
STATE FILING/TAX PAYMENT	200	0	200
REAL ESTATE EXPENSE ON NON-REN	300	0	300
OTHER EXPENSE (NON-DEDUCTIBLE	307	0	307
Rent and Royalty Expense	3,883

- TIN:

TY 2023 OtherIncreasesSchedule

Name:

BAIRD BROTHERS CO FOUNDATION OAG # 79-0577

EIN:

31-6194844

Description	Amount
PY PURCHASE OF ACCRUED INTEREST	280
ROUNDING	1

- TIN:

TY 2023 TaxesSchedule

Name:

BAIRD BROTHERS CO FOUNDATION OAG # 79-0577

EIN:

31-6194844

Category	Amount	Net Investment Income
FOREIGN TAXES	287	287
REAL ESTATE TAX ON NON-RENTAL	1,138	1,138
FEDERAL ESTIMATES - PRINCIPAL	952	0
FOREIGN TAXES ON NONQUALIFIED	26	26