2022-06-10T11:08:07-05:00 2020-12-31 346565596 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 4000 INDIANAPOLIS IN 46204 990PF 2020-01-01 461579882 BAYNE FOUNDATION INC BAYN 4068625848 1435 WHITEFISH HILLS DR WHITEFISH MT 59937 WILLIAM A BAYNE PRESIDENT 4068625848 2022-06-10 1 WILLIAM BAYNE 999009999 JENNIFER RHODERICK P00395735 3176817000 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 4255385 X 521122 53573 53573 94317 639643 94317 669012 147890 0 0 0 8475 4237 4238 12187 12187 0 1827 0 0 22489 16424 4238 93598 93598 116087 16424 97836 552925 131466 68921 39702 39702 2156965 2376008 4215683 2225886 2415710 4255385 0 0 X 0 0 0 0 2225886 2415710 2225886 2415710 2225886 2415710 2225886 552925 77326 2856137 440427 2415710 PUBLICLY TRADED SECURITIES 602448 545326 57122 57122 CAPITAL GAINS DIVIDENDS P 37195 37195 37195 94317 1827 0 1827 0 1827 1800 0 1867 0 3667 0 1840 1840 0 0 0 0 0 0 0 0 0 0 0 1 1 MT 1 0 0 0 1 1 N/A THE FOUNDATION 4068625848 1435 WHITEFISH HILLS DR WHITEFISH MT 59937 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM A BAYNE 1435 WHITEFISH HILLS DR WHITEFISH MT 59937 PRESIDENT 2.50 0 0 0 ELIZABETH G BAYNE 1435 WHITEFISH HILLS DR WHITEFISH MT 59937 SECRETARY/TREASURER 2.50 0 0 0 PATRICK M COGAN 1435 WHITEFISH HILLS DR WHITEFISH MT 59937 DIRECTOR 1.25 0 0 0 BRITTNEY COGAN 1435 WHITEFISH HILLS DR WHITEFISH MT 59937 DIRECTOR 1.25 0 0 0 MACKENZIE E BAYNE 1435 WHITEFISH HILLS DR WHITEFISH MT 59937 DIRECTOR 1.25 0 0 0 NONE 0 NONE 0 0 3222160 35447 0 3257607 0 0 3257607 48864 3208743 160437 160437 1827 1827 158610 0 158610 0 158610 97836 0 97836 0 97836 158610 89802 0 0 97836 89802 0 0 8034 0 0 0 0 0 0 0 0 150576 0 0 0 WILLIAM A BAYNE ELIZABETH G BAYNE X WHITEFISH COMMUNITY FOUNDATION 214 2ND STREET WEST WHITEFISH MT 59937 N/A PC GENERAL SUPPORT 46966 CATO INSTITUTE 1000 MASSACHUSETTS AVENUE NW WASHINGTON DC 200015403 N/A PC GENERAL SUPPORT 26043 INSTITUTE FOR JUSTICE 901 NORTH GLEBE ROAD SUITE 900 ARLINGTON VA 22203 N/A PC GENERAL SUPPORT 10462 THE COLUMBUS FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 43205 N/A PC GENERAL SUPPORT 5143 THE COLUMBUS FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 43205 N/A PC GENERAL SUPPORT 1500 FLYING HORSE FARMS 5260 STATE ROUTE 95 MOUNT GILEAD OH 43338 N/A PC GENERAL SUPPORT 1071 CHILDREN'S HUNGER ALLIANCE 1105 SCHROCK AVENUE COLUMBUS OH 43229 N/A PC GENERAL SUPPORT 1071 RULING OUR EXPERIENCES INC (ROX) 1335 DUBLIN ROAD SUITE 18A COLUMBUS OH 43215 N/A PC GENERAL SUPPORT 842 HARPER'S CORNER FOUNDATION INC PO BOX 12662 COLUMBUS OH 43212 N/A PC GENERAL SUPPORT 500 93598 0 14 53573 18 94317 0 147890 0 147890 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM A BAYNE REVOCABLE TRUST 1435 WHITEFISH HILLS DRIVE WHITEFISH MT 59937 521122 X X 1 3947 SHS APPLE INC STOCK 521122 2020-12-22 ACCOUNTING FEES 8475 4237 4238 NON-CASH GRANTS PAID FORM 990-PF, PART I, LINE 25 DATE RECIPIENT12/21/20 WHITEFISH COMMUNITY FOUNDATION SHARES: 211 BASIS: 7,930 FMV: 46,96612/21/20 CATO INSTITUTE SHARES: 117 BASIS: 4,390 FMV: 26,04312/21/20 INSTITUTE FOR JUSTICE SHARES: 47 BASIS: 1,763 FMV: 10,46212/7/20 THE COLUMBUS FOUNDATION SHARES: 24 BASIS: 900 FMV: 5,14312/7/20 THE COLUMBUS FOUNDATION SHARES: 7 BASIS: 263 FMV: 1,50012/7/20 FLYING HORSE FARMS SHARES: 5 BASIS: 188 FMV: 1,07112/7/20 CHILDREN'S HUNGER ALLIANCE SHARES: 5 BASIS: 188 FMV: 1,07112/10/20 RULING OUR EXPERIENCES INC (ROX) SHARES: 4 BASIS: 150 FMV: 842BOOK VALUE IS DONOR'S BASISFAIR MARKET VALUE IS QUOTED STOCK PRICE ON DATE OF GIFT FIDELITY SELECT HEALTH CARE 39500 53315 FIDELITY OVERSEAS 139969 177869 COHEN & STEERS PREF SECURITIES INCOME I 90962 93394 T ROWE PRICE HEALTH SCIENCES 192527 423827 BLACKROCK TOTAL RETURN INSTITUTIONAL 141634 140963 LOOMIS SAYLES BOND RETAIL SHARES 138854 157805 FIDELITY MSCI INFORMATION 34628 58421 ISHARES TRUST MSCI EMG MKTS ETF 108602 181827 ISHARES MSCI EAFE ETF 279700 325839 ISHARES CORE S&P MID CAP ETF 76745 107790 ISHARES RUSSELL 1000 GROWTH ETF 48602 181578 ISHARES RUSSELL 2000 ETF 274875 567986 ISHARES EDGE MSCI MIN VOL USA ETF 66257 72971 ISHARES EDGE MSCI USA QUALITY 166017 201973 ISHARES TR CORE MSCI TOTAL 35022 37962 ISHARES TR ESG AWR MSCI USA 168543 202773 SPDR S&P500 ETF TRUST S&P 500 ETF 127476 318172 ISHARES CORE 1-5 YEAR USD BOND ETF 59996 62330 VANGUARD BD INDEX FD INC SHORT TERM BD 54827 58478 APPLE INC COM 81213 523728 MICROSOFT CORP 50059 266682 ADJUSTMENT TO BASIS OF CONTRIBUTED STOCK 439909 COST BASIS ADJUSTMENT 518 WRITE-UP TO FAIR MARKET VALUE - STOCK DONATED 77326 FIDELITY - INVESTMENT ADVISOR FEES 12187 12187 0 EXCISE TAXES 1827 0 0