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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$47,749,463J 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 217,745 217,745  
4 Dividends and interest from securities... 1,244,159 1,244,159  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,084,454
b Gross sales price for all assets on line 6a 8,214,067
7 Capital gain net income (from Part IV, line 2)... 1,084,454
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
2,355 2,355  
12 Total. Add lines 1 through 11........ 2,548,713 2,548,713  
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
28,813 9,604   19,209
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,765 2,588   5,177
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
190,057 190,057   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
20,540 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
1,256 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 248,431 202,249   24,386
25 Contributions, gifts, grants paid....... 2,770,500 2,770,500
26 Total expenses and disbursements. Add lines 24 and 25 3,018,931 202,249   2,794,886
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -470,218
b Net investment income (if negative, enter -0-) 2,346,464
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. -1,466,603 -2,105,983 -2,105,983
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) 3,501,885 Click to see attachment
List of Attached Documents:
// Content
4,660,332 		4,470,571
b Investments—corporate stock (attach schedule)....... 21,520,255 Click to see attachment
List of Attached Documents:
// Content
19,987,454 		30,612,450
c Investments—corporate bonds (attach schedule)....... 10,234,484 Click to see attachment
List of Attached Documents:
// Content
9,560,055 		9,349,986
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).......... 3,339,353 Click to see attachment
List of Attached Documents:
// Content
4,560,891 		5,422,439
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
3,593 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,132,967 36,662,749 47,749,463
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)    
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........... 37,132,967 36,662,749
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)..... 37,132,967 36,662,749
30 Total liabilities and net assets/fund balances (see instructions). 37,132,967 36,662,749
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
37,132,967
2
Enter amount from Part I, line 27a .....................
2
-470,218
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
36,662,749
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
36,662,749
Form 990-PF (2024)
Form 990-PF (2024)
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 054-27026-9 SHORT-TERM COVERED   2024-01-01 2024-12-31
b GOLDMAN SACHS 054-27026-9 LONG-TERM COVERED   2020-01-01 2024-12-31
c GOLDMAN SACHS 054-27445-1 LONG-TERM NONCOVERED   2020-01-01 2024-12-31
d GOLDMAN SACHS 054-27539-1 SHORT-TERM COVERED   2024-01-01 2024-12-31
e GOLDMAN SACHS 054-27539-1 LONG-TERM COVERED   2020-01-01 2024-12-31
GOLDMAN SACHS 054-27539-1 ORDINARY COVERED   2020-01-01 2024-12-31
GOLDMAN SACHS 054-27540-9 SHORT-TERM COVERED   2024-01-01 2024-12-31
GOLDMAN SACHS 054-27540-9 LONG-TERM COVERED   2020-01-01 2024-12-31
GOLDMAN SACHS 054-27540-9 LONG-TERM NONCOVERED   2020-01-01 2024-12-31
GOLDMAN SACHS 054-27540-9 LONG-TERM COVERED DISALLOWED LOSS   2020-01-01 2024-12-31
(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 66,087   64,000 2,087
b 1,508,913   1,103,937 404,976
c 89,200   81,129 8,071
d 146,182   143,422 2,760
e 2,046,667   2,120,096 -73,429
37,900   37,866 34
1,202,233   1,152,543 49,690
2,999,520   2,420,014 579,506
116,078   6,606 109,472
1,287     1,287
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       2,087
b       404,976
c       8,071
d       2,760
e       -73,429
      34
      49,690
      579,506
      109,472
      1,287
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 1,084,454
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 32,616
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 32,616
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 32,616
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 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 16,658
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 32,658
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 42
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow42 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
47,424,952
b
Average of monthly cash balances.......................
1b
497,340
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
47,922,292
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
47,922,292
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
718,834
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
47,203,458
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,360,173
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
2,360,173
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
32,616
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
32,616
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,327,557
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,327,557
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
2,327,557
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
2,794,886
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
2,794,886
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,327,557
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 623,262
b From 2020...... 753,174
c From 2021...... 392,980
d From 2022...... 539,358
e From 2023...... 1,004,207
f Total of lines 3a through e ........ 3,312,981
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,794,886
a Applied to 2023, 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 2024 distributable amount..... 2,327,557
e Remaining amount distributed out of corpus 467,329
5 Excess distributions carryover applied to 2024. 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 3,780,310
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		623,262
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		3,157,048
10 Analysis of line 9:
a Excess from 2020.... 753,174
b Excess from 2021.... 392,980
c Excess from 2022.... 539,358
d Excess from 2023.... 1,004,207
e Excess from 2024.... 467,329
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 (2024)
Form 990-PF (2024)
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

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 CIVIL LIBERTIES UNION

125 BROAD STREET 18TH FLOOR
NEW YORK,NY10004 		  PC OPERATING SUPPORT FOR HUMAN RIGHTS 10,000

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 10,000

ARTS SERVICES INC

2495 MAIN STREET SUITE 401
BUFFALO,NY14214 		  PC FUNDING FOR THE BUFFALO HIVE, AN ONLINE CALENDAR FOR ARTS ORGANZIATIONS 5,000

BALTIMORE SYMPHONY ORCHESTRA

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

BELOVED ASHEVILLE

33 EOLA AVENUE
ASHEVILLE,NC28806 		  PC HURRICANE RELIEF 5,000

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

BROOKLYN CONSERVATORY OF MUSIC

58 7TH AVENUE
BROOKLYN,NY11217 		  PC MUSIC PROGRAMS 4,000

BUFFALO AKG ART MUSEUM

1285 ELMWOOD AVE
BUFFALO,NY14222 		  PC GENERAL OPERATING SUPPORT AND EDUCATION PROGRAMS 140,000

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 585,000

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 STRING WORKS

341 DELAWARE AVENUE 2ND FLOOR
BUFFALO,NY14202 		  PC SUPPORT FOR STUDENT MUSIC PROGRAMS 2,500

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 27,500

CADE'S CORNER

105 HALF MILE LANE
SOUTHPORT,CT06890 		  PC MEDICAL RESEARCH - SPASTIC PARAPLEGIA 50 10,000

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

CHAUTAUQUA WOMENS CLUB

30 S LAKE DRIVE
CHAUTAUQUA,NY14722 		  PC SUPPORT FOR CHILDREN'S HOSPITAL OF PHILADELPHIA 5,000

CHOP FOUNDATION

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

CITRS INC

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

CLEAN AIR TASK FORCE

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

CLEMSON FENCERS

110 HEISMAN STREET
CLEMSON,SC29634 		  PC SUPPORT FOR FENCING PROGRAMS AT CLEMSON UNIVERSITY 5,000

CLUB LAS AMIGAS

PO BOX 9011
CALEXICO,CA92231 		  PC SUPPORT FOR SECONDARY SCHOOL CHILDREN OF SAN FELIPE 15,000

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 20,000

CRADLE BEACH

8038 LAKESHORE ROAD
ANGOLA,NY14006 		  PC PROGRAMS FOR SPECIAL NEEDS CHILDREN 4,000

DESIGN BUILD FLY AT CLEMSON UNIVERSITY

401 KLUGH ROAD
CLEMSON,SC29634 		  PC STUDENT COMPETITION TO DESIGN AND BUILD AIRCRAFT 5,000

DOCTORS WITHOUT BORDERS USA INC

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		  PC INTERNATIONAL PROGRAMS TO IMPROVE MEDICAL CARE AND FIGHT POVERTY 50,000

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 70,000

FIDELITY CHARITABLE FUND

PO BOX 770001
CINCINNATI,OH45277 		  PC FUND FOR CHARITABLE GIVING 65,000

FIRST PLACE FOR YOUTH

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

FISTULA FOUNDATION

1700 THE ALAMEDA SUITE 300
SAN JOSE,CA95126 		  PC FISTULA REPAIR SURGERIES FOR WOMEN 35,000

FORGOTTEN DOGS OF SAN FELIPE

PO BOX 9092 PMB 434
CALEXICO,CA92232 		  PC DOG RESCUE PROGRAMS 2,500

FREE THE OPPRESSED

PO BOX 912938
DENVER,CO80291 		  PC HUMANITARIAN SERVICES IN CONFLICT ZONES 20,000

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

GARRETT CLUB HISTORIC PRESERVATION FOUNDATION

91 CLEVELAND AVENUE
BUFFALO,NY14222 		  PC SUPPORT FOR HISTORIC PRESERVATION 2,000

GROW FOOD NORTHAMPTON

231 PINE STREET SUITE 349
FLORENCE,MA01062 		  PC INCREASING ACCESS TO LOCALLY AND SUSTAINABLY GROWN FOOD 25,000

HOPE FOR HORSES

848 TURKEY CREEK ROAD
LECEISTER,NC28748 		  PC SUPPORT AND CARE FOR HORSES IN WESTERN NORTH CAROLINA 5,000

INVESTIGATIVE POST INC

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

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 102,500

LOAVES & FISHES OF CONTRA COSTA COUNTY

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

LOVING FOOD RESOURCES

123 KENILWORTH ROAD
ASHEVILLE,NC28803 		  PC FOOD, HEALTH AND PERSONAL CARE IN ASHEVILLE AREA 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 17,500

MARYLAND OPERA

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

MCLEAN HOSPITAL

115 MILL STREET
BELMONT,MA02478 		  PC OPERATING SUPPORT FOR HOSPITAL 3,000

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

MOUNTAIN WAYS

PO BOX 1709
GATLINBURG,TN37738 		  PC ASSISTANCE FOR PEOPLE WHO LOST HOMES TO HURRICANE HELENE 10,000

MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA

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

NEW YORK FUNDERS ALLIANCE

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

NICHOLE BORCHARD FOUNDATION

272 WOODBRIDGE AVENUE
BUFFALO,NY14214 		  PC ASSISTANCE TO PATIENTS AND FAMILIES FACING RARE CANCERS 10,000

NICHOLS SCHOOL

1250 AMHERST ST
BUFFALO,NY14216 		  PC SECONDARY SCHOOL PROGRAMS 2,500

OXFAM AMERICA

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

PALLIATIVE CARE FOR UGANDA INC

128 EAST EVENUE
NORWALK,CT06581 		  PC PATIENT CARE AND EDUCATION 2,500

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 2,500

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 68,000

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

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 28,500

SAN DIEGO RIVER PARK FOUNDATION

4981 PACIFIC HWY SUITE 114
SAN DIEGO,CA92110 		  PC IMPROVING THE HEALTH OF THE SAN DIEGO RIVER 10,000

SAN FELIPE DOG RESCUE

237 ROCKWOOD AVE
CALEXICO,CA92231 		  PC DOG RESCUE SERVICES 15,000

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

SERVE YOUR CITYWARD 6 MUTUAL AID

545 7TH STREET SE
WASHINGTON,DC20003 		  PC SUPPORT FOR NEEDS OF STUDENDS AND THEIR FAMILIES 3,000

SIERRA CLUB FOUNDATION

730 POLK STREET
SAN FRANCISCO,CA94109 		  PC INNER CITY OUTINGS PROGRAM IN CALIFORNIA 30,000

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 15,000

ST PAUL'S SCHOOLS

11152 FALLS ROAD
BROOKLANDIVILLE,MA21022 		  PC ENDOWED FUND FOR STUDENT ACTIVITIES 25,000

STAND AGAINST DOMESTIC VIOLENCE (STAND INC)

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

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 30,000

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 HAWKSBILL PROJECT

13975 S SHAGGY PEAK DRIVE
RIVERTON,UT84096 		  PC SUPPORT FOR SEA TURTLE RESEARCH 25,000

THE HUN SCHOOL OF PRINCETON

176 EDGERSTOUNE ROAD
PRINCETON,NJ08540 		  PC SUPPORT FOR SCHOOL PROGRAMS 5,000

THE TREVOR PROJECT

PO BOX 69232
WEST HOLLYWOOD,CA90069 		  PC SUPPORT FOR YOUNG LGBTQ PERSONS 5,000

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 25,000

UNITARIAN UNIVERSALIST CHURCH OF BUFFALO

695 ELMWOOD AVENUE
BUFFALO,NY14222 		  PC SUPPORT FOR CAPITAL CAMPAIGN OF UNITARIAN CHURCH 10,000

UNIVERSITY AT BUFFALO FOUNDATION INC

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

UNIVERSITY OF THE VIRGIN ISLANDS

CHARLOTTE AMALIE WEST
ST THOMAS,VI00801 		  PC SCIENTIFIC RESEARCH STUDYING HAWK-BILL TURTLES 3,000

VIPASSANA COMMUNITY FOUNDATION

411 PIGEON SPRINGS ROAD
ONALASKA,WA98570 		  PC PROGRAMS SUPPORTING VIPASSANA MEDITATION 170,000

VISION POSSIBLE (BRAVO WORKSHOP)

724 DELAWARE AVENUE
BUFFALO,NY14209 		  PC CHAMBER MUSIC PROGRAMS FOR CHILDREN 5,000

VOCI WOMEN'S VOCAL ENSEMBLE

394 EUCLID AVENUE
OAKLAND,CA94610 		  PC SUPPORT FOR VOCAL ENSEMBLE 5,000

VOLUNTEERS WITHOUT LIMITS

225 FOUNTAIN AVENUE
REDLANDS,CA92373 		  PC FOOD BANK AND OTHER SERVICES 15,000

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 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 10,000

WOODLANDS HIGH SCHOOL SCHOLARSHIP FUND

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

YOSEMITE CONSERVANCY

101 MONTGOMERY STREET 2450
SAN FRANCISCO,CA94104 		  PC CONSERVATION OF NATURAL RESOURCES AT YOSEMITE NATIONAL PARK 5,000
Total .................................right arrow 3a 2,770,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		        217,745
4 Dividends and interest from securities ....         1,244,159
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 .....         2,355
8 Gain or (loss) from sales of assets other than
inventory ............ 		        1,084,454
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 2,548,713
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,548,713
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 7,765 2,588   5,177

TY 2024 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% 09/14/2028 USD SR LIEN 112,381 110,464
AIR LEASE CORP 3.625% 12/01/2027 USD SR LIEN 51,440 52,362
AIR PRODUCTS & CHEMICALS 4.85%02/08/2034 USD SR LIEN 48,551 48,818
AMAZON.COM, INC. 1.5% 06/03/2030 USD SR LIEN 64,928 55,221
AMGEN INC 5.15% 03/2/2028 USD SR LIEN 73,081 74,768
AT&T INC. 2.75% 06/01/2031 USD SEA 75,878 66,294
AUTONATION INC 4.75% 06/01/2030 USD SR LIEN 39,322 38,773
AVALONBAY COMMUNITIES INC MTN 3.45% 06/01/2025 USD SR LIEN 110,988 109,721
BANCO SANTANDER SA 3.49% 05/28/2030 USD SA LIEN 200,000 182,844
BANK OF AMERICA CORPORATION HYBRID MTN 03/05/2029 USD SR LIEN 55,368 49,129
BANK OF MONTREAL HYBRID MTN 01/22/2027 USD SR LIEN 24,557 24,115
BANK OF NEW YORK MELLON CORPOR HYBRID MTN 43,354 44,514
BANK OF NOVA SCOTIA (THE) 2.2% 02/03/2025 USD SR LIEN 80,072 80,521
BAXTER INTERNATIONAL INC 1.73% 04/01/2031 68,011 71,774
BELL CANADA 5.1% 5/11/2033 USD SR LIEN 44,114 44,077
BERKSHIRE HATHAWAY ENERGY COMP 3.25% 04/15/2028 USD SER 66,351 65,182
BP CAP MARKETS AMERICA 3.543% 04/06/2027 USD SR LIEN 53,976 51,215
BP CAP MARKETS AMERICA 3.588% 04/14/2027 USD SR LIEN 79,383 78,821
BP CAPITAL MARKETS AMERICA INC 3.937% 09/21/2028 19,831 19,615
BRISTOL-MYERS SQUIBB COMPANY 3.45% 11/15/2027 USD SER WI SR LIEN 105,005 97,637
BRISTOL-MYERS SQUIBB COMPANY 3.9% 02/20/2028 USD SER WI SR LIEN 21,131 19,861
BROADCOM CORPORATION 3.50% 01/15/2028 USD SER WI SR LIEN 46,553 46,986
BURLINGTON NORTHERN SANTA FE. 3.25% 06/15/2027 USD SR LIEN 84,976 79,777
CALVERT HIGH YIELD BOND FUND 2,280,091 2,260,378
CAPITAL ONE FINANCIAL CORPORAT HYBRID 07/20/2032 USD SUB LIEN 122,255 106,279
CHARLES SCHWAB CORP 3 625% 04/01/2025 USD SR LIEN 45,304 45,276
CITIGROUP INC. HYBRID 06/03/2031 USD SR LIEN 122,000 106,584
CONNECTICUT LIGHT AND POWER CO 3.2% 03/15/2027 USD SER A SR LIEN 82,856 78,363
CONOCOPHILLIPS 5.90% 10/15/2032 USD SER B SR LIEN 72,339 69,571
CROWN CASTLE INC 5.1% 5/1/2033 USD SR LIEN 64,956 69,794
CVS HEALTH CORPORATION 4.876% 7/20/2035 SR LIEN 64,228 66,984
DOW CHEMICAL CO/THE 4.25% 10/01/2034 USO SR LIEN NEXT 78,211 79,111
DUKE ENERGY CAROLINAS 2.55% 04/15/2031 USD SR LIEN 51,830 47,091
ENBRIDGE INC 5.7% 03/08/2033 USO SR LIEN 53,923 54,525
FEDERATED HERMES HIGH YIELD BOND FUND 2,292,033 2,270,780
FISERV INC 3.2% 07/01/2026 USD SR LIEN NEXT CALL DT. 05/01/26 47,148 47,716
GENERAL MOTORS FINL CO 3.1% 01/12/2032 USD SR LIEN 66,589 62,723
GOLDMAN SACHS BANK USA DEPOSIT (BDA) 185,426 185,426
HERSHEY COMPANY 0.9% 06/01/2025 USD SR LIEN 98,817 97,507
HOME DEPT INC 2.95% 06/15/2029 USD SR LIEN 129,500 125,376
HONEYWELL INTERNATIONAL INC. 1.35% 06/01/2025 USD SR LIEN 44,996 44,465
HUMANA INC. 5.95% 03/15/2034 USD SR LIEN 64,967 65,574
INTERSTATE POWER AND LIGHT COM 2.3% 06/01/2030 USD SR LIEN 84,639 73,749
JOHN DEERE CAPITAL CORP MTN 2.65% 06/10/2026 USD SR LIEN S&P 46,478 45,873
JOHNSON & JOHNSON 3.625% 03/03/2037 USO SR LIEN 46,078 46,608
JPMORGAN CHASE & CO. HYBRID 06/01/2028 USD SR LIEN 157,000 147,762
KELLOGG CO 2.1 % 06/01/2030 USD SR LIEN 74,798 65,319
KIMBERLY CLARK CORP 3.1% 03/26/2030 USD SR LIEN 161,921 156,682
MORGAN STANLEY HYBRID MTN 01/22/2031 USD SA LIEN 57,583 49,514
MORGAN STANLEY HYBRID MTN 07/20/2027 USD SR LIEN 71,623 77,539
NASDAQ INC 5.55% 2/15/2034 SR LIEN 59,419 60,787
NXP B.V. 5.0% 1/15/2033 USD SR LIEN 64,225 69,737
ORACLE CORPORATION 2.8% 04/01/2027 USD SR LIEN 77,130 72,545
PAYPAL HOLDINGS, INC. 2.85% 10/01/2029 USD SR LIEN 64,165 62,647
PFIZER INC. 1.7% 05/28/2030 USD SR LIEN 74,767 64,037
PNC FINANCIAL SERVICES HYBRID 08/18/2034 USO SR LIEN 52,360 54,705
RELIX CAPITAL INC 3.0% 05/22/2030 USD SR LIEN 83,447 76,565
SIMON PROPERTY GROUP, LP. 3.3% 01/15/202 USD SR LIEN 122,519 120,288
SKYWORKS SOLUTIONS, INC 3.0% 6/1/2031 USR SR LIEN 49,784 42,946
SUNTRUST BANKS INC 4 0% 05/01/2025 USD SR LIEN 50,478 50,214
THE J. M. SMUCKER COMPANY 4.25% 03/15/2035 USO SER 43,957 45,025
TORONTO-DOMINION BANK HYBRID 09/15/2031 144,683 145,335
TRANSCANADA PIPELINES LIMITED 4.25% 05/15/2028 USD SER 43,720 44,172
TYCO ELECTRONICS GROUP S.A. 2.5% 02/04/2032 USD SR LIEN 128,715 121,237
UNITED PARCEL SERVICES 4.45% 04/01/2030 USD SR LIEN 47,226 46,040
UNITEDHEALTH GROUP INCORPORATE 3.85% 06/15/2028 USD SR LIEN 151,300 147,008
US BANCORP HYBRID 2/1/2029 USD SR LIEN 49,684 52,495
WESTPAC BANKING CORPORATION HYBRID 02/04/2030 USD SUB LIEN 15,636 15,145

TY 2024 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 58,323 72,936
ABBOTT LABORATORIES CMN 137,120 167,403
ABBVIE INC CMN 60,041 97,735
ABERCROMBIE & FITCH CO. CLASS A COMMON STOCK 8,642 7,772
ACCENTURE PLC CMN CLASS A 75,628 149,159
ADOBE INC CMN 87,037 105,834
ADVANCED MICRO DEVICES. INC. CMN 56,671 86,606
AFFIRM HOLDINGS, INC. CMN 3,053 4,446
AIR PRODUCTS & CHEMICALS INC CMN 38,522 43,506
AKAMAI TECHNOLOGIES. INC. CMN 5,583 5,548
ALBEMARLE CORP CMN 35,556 21,881
ALCOA CORPORATION CMN 18,068 18,323
ALPHABET INC. CMN CLASS A 136,527 367,999
ALPHABET INC.CMN CLASS C 103,504 293,278
AMAZON.COM INC CMN 74,150 713,237
AMERICAN EXPRESS CO. CMN 25,870 93,192
AMERICAN TOWER CORPORATION CMN 3,341 2,960
AMERICAN WATER WORKS CO, INC. CMN 135,496 138,557
AMGEN INC. CMN 19,687 21,894
ANSYS, INC. CMN 8,130 8,433
APPLE INC. CMN 484,325 1,392,586
APPLIED MATERIALS INC CMN 5,976 18,865
APTIV IRISH HOLDINGS LIMITED CMN 7,993 5,141
ARCHER-DANIELS-MIDLAND COMPANY CMN 66,595 50,015
ARISTA NETWORKS, INC. CMN 26,203 52,170
ASSURANT. INC. CMN 34,999 36,887
AT&T INC. CMN 35,863 39,073
AUTODESK. INC. CMN 40,006 52,316
AXON ENTERPRISE INC CMN 24,975 48,734
BAKER HUGHES CO CMN 12,015 12,388
BANK OF AMERICA CORP CMN 122,831 214,828
BANK UTICA NY 2,716,416 3,696,388
BEST BUY CO INC CMN 46,516 51,424
BIOGEN INC. CMN 40,657 26,149
BOOKING HOLDINGS INC. CMN 45,784 54,653
BOSTON SCIENTIFIC CORP. COMMON STOCK 17,351 20,008
BRISTOL-MYERS SQUIBB COMPANY CMN 18,918 18,891
BROADCOM INC. CMN 122,527 427,281
BURLINGTON STORES INC CMN 917 1,140
CADENCE DESIGN SYSTEMS INC CMN 18,805 24,037
CARDINAL HEALTH, INC. CMN 33,521 38,793
CARRIER GLOBAL CORPORATION CMN 34,280 56,569
CATERPILLAR INC (DELAWARE) CMN 45,949 87,425
CBRE GROUP. INC. CMN CLASS A 36,425 85,601
CENTENE CORPORATION CMN 9,157 7,330
CF INDUSTRIES HOLDINGS, INC. CMN 7,418 7,338
CHENIERE ENERGY. INC. CMN 24,942 34,379
CHEVRON CORPORATION CMN 151,821 171,635
CHIPOTLE MEXICAN GRILL, INC. CMN 17,540 17,005
CIGNA GROUP/THE CMN 65,937 71,520
CINTAS CORPORATION CMN 37,611 39,646
CISCO SYSTEMS, INC. CMN 88,389 119,525
CITIGROUP INC. CMN 51,942 79,611
CLOROX CO (THE) (DELAWARE) CMN 63,680 59,604
CLOUDFLARE, INC.CMN CLASS A 9,060 8,937
CNH INDUSTRIAL N.V. CMN 24,463 25,243
COCA-COLA COMPANY (THE) CMN 164,864 212,618
COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A 9,374 14,457
COLGATE-PALMOLIVE CO CMN 95,826 125,001
COMERICA INCORPORATED CMN 7,995 10,010
COMFORT SYSTEMS USA INC COMMON STOCK 9,185 8,905
COMMVAULT SYSTEMS. INC. CMN 9,066 8,602
CONOCOPHILLIPS CMN 51,838 95,600
COSTCO WHOLESALE CORPORATION CMN 24,584 35,735
CROWDSTRIKE HOLDINGS, INC. CMN 1,186 1,369
CUMMINS INC COMMON STOCK 9,536 9,412
DANAHER CORPORATION CMN 109,964 132,376
DARLING INGREDIENTS INC CMN 18,174 17,182
DECKERS OUTDOORS CORP CMN 33,175 63,364
DEERE & COMPANY CMN 5,255 10,208
DELL TECHNOLOGIES INC. CMN 32,916 37,914
DELTA AIR LINES, INC. CMN 10,897 13,129
DIGITAL REALTY TRUST, INC. 5,369 10,356
DUPONT DE NEMOURS INC CMN 36,054 36,219
EATON CORP PLC CMN 57,757 98,234
EBAY INC. CMN 22,785 33,453
ECOLAB INC. CMN 159,441 183,227
ELEVANCE HEALTH INC CMN 10,634 14,387
ELI LILLY & CO CMN 65,342 256,304
EOG RESOURCES INC CMN 11,426 11,768
EOUINIX, INC. REIT 1,964 2,829
EVERSOURCE ENERGY CMN 64,810 46,403
EXELON CORPORATION CMN 104,304 97,375
EXXON MOBIL CORPORATION CMN 90,699 148,769
FIFTH THIRD BANCORP CMN 8,502 8,999
FIRST SOLAR, INC. CMN 8,093 4,935
FIRSTENERGY CORP. CMN 1,010 1,034
FMC CORPORATION CMN 21,839 12,199
FORTINET, INC. CMN 21,440 26,738
FREEPORT-MCMORAN INC CMN 51,169 43,030
GEN DIGITAL INC CMN 30,367 39,537
GENERAL MOTORS COMPANY CMN 8,871 21,415
GENUINE PARTS CO. CMN 0 149
GILEAD SCIENCES CMN 39,118 49,787
GODADDY INC. CMN CLASS A 9,191 8,882
GOLDMAN SACHS BANK USA DEPOSIT 95,550 95,560
HARTFORD FINANCIAL SRVCS GROUP CMN 144,343 215,597
HASBRO, INC. CMN 18,889 18,506
HEWLETT PACKARD ENTERPRISE CO CMN 17,596 18,000
HILTON WORLDWIDE HOLDINGS INC. CMN 44,259 163,373
HOWMET AEROSPACE INC. CMN 12,155 20,124
HP INC. CMN 13,032 30,319
INGERSOLL RAND INC CMN 52,181 50,748
INSULET CORPORATION CMN 7,791 7,571
INTEL CORPORATION CMN 118,729 55,338
INTERNATIONAL PAPER CO.CMN 18,424 19,429
INTL BUSINESS MACHINES CORP CMN 21,619 30,996
INTL.FLAVORS & FRAGRANCE CMN 54,005 44,004
INTUIT INC CMN 31,122 70,392
INTUITIVE SURGICAL INC. CMN 28,503 50,630
IRON MOUNTAIN INCORPORATED CMN 35,957 62,860
ISHARES MSCI EAFE INTERNATIONAL INDEX FUND 2,772,336 3,226,465
JOHNSON & JOHNSON CMN 340,638 333,928
JOHNSON CONTROLS INTERNATIONAL CMN 18,976 39,604
JPMORGAN CHASE & CO CMN 96,234 248,340
JUNIPER NETWORKS INC. CMN 33,116 34,192
KEYSIGHT TECHNOLOGIES, INC. CMN 41,713 44,976
KIMBERLY-CLARK CORPORATION CMN 65,328 63,749
KINDER MORGAN INC CMN CLASS P 11,360 11,946
KROGER COMPANY CMN 36,647 51,488
LAM RESEARCH CORPORATION CMN 76,284 90,895
LINDE PLC CMN 58,118 119,740
LPL FINANCIAL HOLDINGS INC. CMN 2,659 4,571
LUMENTUM HOLDINGS INC. CMN 9,171 9,235
MARATHON PETROLEUM CORPORATION CMN 18,089 29,435
MARRIOTT INTERNATIONAL, INC CMN CLASS A 109,540 153,696
MASTERCARD INCORPORATED CMN CLASS A 140,277 248,541
MCKESSON CORPORATION CMN 10,453 46,220
MEDTRONIC PUBLIC LIMITED COMPA CMN 97,136 94,074
MERCK & CO., INC. CMN 123,054 143,002
META PLATFORMS INC CMN CLASS A 159,670 453,185
METLIFE, INC. CMN 59,874 68,206
MICRON TECHNOLOGY, INC. CMN 33,882 38,345
MICROSOFT CORPORATION CMN 67,963 1,183,994
MODERNA. INC. CMN 8,742 4,116
MONDELEZ INTERNATIONAL, INC. CMN 130,571 112,815
MOODY'S CORPORATION CMN 122,739 177,987
MORGAN STANLEY CMN 9,130 9,429
MOTOROLA SOLUTIONS INC CMN 15,423 22,681
MULTI-MANAGER INTERNATIONAL SMALL CAP EQUITY FUND 2,470,398 3,276,407
MULTI-MANAGER US SMALL CAP EQUITY FUND 1,119,639 1,378,955
NASDAQ INC. CMN 45,792 64,477
NETAPP. INC. CMN 26,313 28,207
NETFLIX, INC. CMN 65,631 129,241
NEWMONT CORP CMN 15,263 27,022
NISOURCE INC. CMN 16,285 16,542
NORFOLK SOUTHERN CORP CMN 14,529 18,776
NORTHERN TRUST CORP CMN 0 2
NVIDIA CORPORATION CMN 106,368 1,234,797
NXP SEMICONDUCTORS N.V. CMN 22,491 25,717
OCCIDENTAL PETROLEUM CORP CMN 0 37
OMNICOM GROUP CMN 87,044 109,553
ON SEMICONDUCTOR CORPORATION CMN 1,581 7,062
ORACLE CORPORATION CMN 14,281 23,663
OVINTIV INC. CMN 45,920 44,510
OWENS CORNING CMN 50,849 91,292
PALO ALTO NETWORKS INC. CMN 15,653 22,563
PAYPAL HOLDINGS, INC. CMN 28,737 30,385
PEPSICO, INC. CMN 85,540 99,042
PFIZER INC. CMN 35,561 26,371
PNC FINANCIAL SERVICES GROUP, CMN 10,373 20,442
PROLOGIS INC CMN 19,145 24,522
PRUDENTIAL FINANCIAL INC CMN 134,780 158,356
QUALCOMM INC CMN 60,163 92,940
RBC EMERGING MARKETS EQUITY FUND INSTITUTIONAL 646,282 807,481
REGENCY CENTERS CORPORATION CMN 33,436 37,012
REGENERON PHARMACEUTICAL INC CMN 3,587 4,986
ROBINHOOD MARKETS, INC. CMN 9,048 9,166
S&P GLOBAL INC. CMN 128,864 203,694
SALESFORCE.COM, INC CMN 108,796 198,816
SCHLUMBERGER LTD CMN 4,635 11,234
SEA CONTAINERS LTD 41,961 0
SEAGATE TECHNOLOGY HOLDIN PLC CMN 9,187 15,926
SEMPRA ENERGY CMN 22,004 22,281
SERVICENOW INC CMN 39,668 80,569
SOFI TECHNOLOGIES. INC. CMN 9,012 9,178
SOUTHWEST AIRLINES CO CMN 12,342 16,427
SPROUTS FMRS MICT INC CMN 9,109 8,514
STARBUCKS CORP. CMN 88,340 108,314
STATE STREET CORPORATION (NEW) CMN 66,129 109,535
SUNRUN INC. CMN 9,156 2,997
SUPER MICRO COMPUTER. INC. CMN 20,700 6,096
SYLVAMO CORPORATION CMN 19 79
SYNOPSYS INC. CMN 9,880 8,736
TAKE TWO INTERACTIVE SOFTWARE INC 8,915 11,045
TARGET CORPORATION CMN 51,727 55,694
TESLA. INC. CMN 230,074 401,013
TETRA TECH INC 8,237 7,769
TEXAS INSTRUMENTS INC. CMN 19,741 34,314
THE BANK OF NY MELLON CORP CMN 58,988 112,786
THE HERSHEY COMPANY CMN 70,105 60,458
THE HOME DEPOT, INC. CMN 41,768 70,407
THE PROGRESSIVE CORPORATION CMN 24,232 38,817
THERMO FISHER SCIENTIFIC INC CMN 11,417 17,722
TJX COMPANIES INC (NEW) CMN 38,099 90,245
T-MOBILE US, INC. CMN 53,313 56,728
TOLL BROTHERS. INC. CMN 8,439 8,313
TRACTOR SUPPLY COMPANY CMN 13,923 13,265
TRUIST FINANCIAL CORPORATION CMN 8,433 8,633
TWILIO INC. CMN CLASS A 9,086 9,295
U.S. DOLLAR 1,087 1,087
UBER TECHNOLOGIES, INC. CMN 45,859 46,688
UNION PACIFIC CORP. CMN 125,701 152,331
UNITED RENTALS, INC. CMN 15,449 33,109
UNITEDHEALTH GROUP INCORPORATE CMN 120,393 147,711
VENTAS,INC.CMN 64,270 75,362
VERISK ANALYTICS, INC. CMN 131,285 189,220
VERIZON COMMUNICATIONS, INC. CMN 90,992 75,221
VERTEX PHARMACEUTICALS INCORPO CMN 27,669 37,451
VERTIV HOLDINGS LLC CMN 9,272 9,089
VF CORP CMN 1,862 1,502
VISA INC. CMN CLASS A 150,298 258,205
W.W. GRAINGER INC CMN 25,061 56,919
WALMART INC CMN 67,396 84,442
WASTE MANAGEMENT INC CMN 59,355 102,308
WELLS FARGO & CO (NEW) CMN 27,076 44,602
WELLTOWER, INC. CMN 26,591 27,222
WESTERN DIGITAL CORPORATION CMN 1,028 1,908
WEYERHAEUSER COMPANY CMN 58,509 60,917
WILLIAMS-SONOMA INC. CMN 11,302 22,777
XYLEM INC. CMN 15,957 31,906

TY 2024 InvestmentsGovtObligationsSch
Name:
THE CAMERON AND JANE BAIRD FOUNDATION
EIN:
16-6029481
US Government Securities - End of Year Book Value:

4,660,332
US Government Securities - End of Year Fair Market Value:

4,470,571
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 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 88,875 90,187
NEW MOUNTAIN PARTNERS VI ACCESS OFFSHORE AT COST 186,288 248,312
NEW MOUNTAIN PARTNERS VII ACCESS OFFSHORE AT COST 28,801 17,407
PRIVATE CREDIT MANAGERS (2023) OFFSHORE LP AT COST 46,173 48,230
PRIVATE CREDIT MANAGERS III OFFSHORE LP AT COST 1,182,235 1,530,900
PRIVATE CREDIT MANAGERS IV OFFSHORE LP AT COST 636,027 777,151
PRIVATE EQUITY MANAGERS 2021 OFFSHORE AT COST 1,040,350 1,135,525
PRIVATE EQUITY MANAGERS 2022 OFFSHORE AT COST 518,573 475,566
TPG TECH ADJACENCIES II ACCESS AT COST 273,453 308,027
VINTAGE IX B OFFSHORE SCSP AT COST 401,049 605,444
WNY IMPACT INVESTMENT FUND LLC AT COST 159,067 185,690

TY 2024 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 28,813 9,604   19,209


TY 2024 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 3,593 0  


TY 2024 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
OFFICE - CHECK ORDER 506 0   0


TY 2024 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 1,694 1,694 1,694
WNY IMPACT INVESTMENT FUND LLC -629 -629 -629
VINTAGE IX B OFFSHORE SCSP 1,290 1,290 1,290


TY 2024 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 150,650 150,650   0
WNY IMPACT INVESTMENT FUND LLC PORTFOLIO DEDUCTIONS 16,553 16,553   0
VINTAGE IX B OFFSHORE SCSP PORTFOLIO DEDUCTIONS 22,854 22,854   0


TY 2024 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 8,133 0   0
FEDERAL TAX ON INVESTMENT INCOME 12,407 0   0