NINNIE L BAIRD FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NINNIE L BAIRD FOUNDATION (EIN 75-2734849)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202303189349102445
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T13:55:37-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455478868 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON & WOLPERT CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 LEXINGTON ST STE 150 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761022744 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752734849 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NINNIE L BAIRD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NINN | BusinessNameControlTxt |
| Phone | 8173480577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 COMMERCE STREET SUITE 1380 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTER BAIRD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HUNTER | PersonFirstNm |
| Person Last | BAIRD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A WILSON CPA | PreparerPersonNm |
| PTIN | P00295916 | PTIN |
| Phone | 8173328700 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,196,766 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $60,600 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $94 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $94 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $92,996 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,996 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $140,909 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $217,338 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $140,909 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $294,599 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $233,999 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,100 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $15,157 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,157 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,301 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,301 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,558 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $244,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $244,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $267,088 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,558 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $244,530 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,511 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $211,441 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,384 | CashBOYAmt |
| Cash EOY | $72,478 | CashEOYAmt |
| Cash EOYFMV | $72,478 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $50,890 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,936 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,936 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $50,019 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $50,019 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $47,565 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,193,031 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,230,440 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,074,675 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,119,273 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,079,235 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $951,112 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,455,597 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,483,108 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,196,766 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $1,025,000 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,025,000 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,430,597 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,458,108 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,455,597 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,483,108 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,455,597 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,483,108 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,455,597 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,511 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,483,108 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,483,108 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 580 ISHARES 0-5 YEAR TIPS BONDS | P | 2017-06-30 | 2022-09-01 | $57,338 | $61,044 | -$3,706 | -$3,706 |
| 524 MATADOR RESOURCES CO | P | 2012-02-27 | 2022-01-28 | $23,153 | $6,285 | $16,868 | $16,868 |
| 61 ORION OFFICE REIT INC | P | 2021-11-15 | 2022-01-10 | $1,078 | $1,258 | -$180 | -$180 |
| 315 APPLE INC | P | 2010-01-26 | 2022-01-28 | $53,037 | $2,344 | $50,693 | $50,693 |
| 144 MICROSOFT CORP | P | 2007-08-16 | 2022-01-28 | $43,721 | $4,003 | $39,718 | $39,718 |
| 34 THERMO FISHER SCIENTIFIC | P | 2006-11-15 | 2022-01-28 | $19,161 | $1,494 | $17,667 | $17,667 |
| 421 1ST FINANCIAL BANKSHARES | P | 2001-06-06 | 2022-01-28 | $19,374 | $1 | $19,373 | $19,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $140,909 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$180 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,939 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,939 | SubtotalAmt |
| Tax Based On Investment Income | $2,939 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Tax Due | $439 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | P BRADLEY LUMMIS | IndividualWithBooksNm |
| Phone | 8173480577 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 COMMERCE ST SUITE 1380 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| JANET BAIRD QUISENBERRY | |||||||||
| 7700 GREENWAY BLVD H101 | DALLAS | TX | 75209 | PRESIDENT | 0.50 | $0 | $0 | $0 | |
| H BRUCE BAIRD | |||||||||
| 1300 VIRGINIA PLACE | FORT WORTH | TX | 76107 | VICE PRESIDE | 0.50 | $0 | $0 | $0 | |
| P BRADLEY LUMMIS | |||||||||
| 301 COMMERCE ST SUITE 1380 | FORT WORTH | TX | 76102 | SECRETARY | 0.50 | $0 | $0 | $0 | |
| HUNTER BAIRD | |||||||||
| 3808 BENT ELM LANE | BENBROOK | TX | 76109 | TREASURER | 0.50 | $0 | $0 | $0 | |
| VIRGINIA BAIRD THOMAS | |||||||||
| 2735 N KENMORE AVE | CHICAGO | IL | 60614 | ASSISTANT SE | 0.50 | $0 | $0 | $0 | UNIT 1 S |
| STEVEN BAIRD | |||||||||
| 2441 WINTON TERRACE WEST | FORT WORTH | TX | 76109 | DIRECTOR | 0.25 | $0 | $0 | $0 | |
| JOHN ENGERT | |||||||||
| 306 CORONA AVE | ALAMO HEIGHTS | TX | 78209 | DIRECTOR | 0.25 | $0 | $0 | $0 | |
| RICK LINDBERG | |||||||||
| 1210 SUNRISE DRIVE | ALLEN | TX | 75002 | DIRECTOR | 0.25 | $0 | $0 | $0 | |
| STEPHANIE REYNOLDS HARVEY | |||||||||
| 4900 WESTRIDGE 3 | FORT WORTH | TX | 76116 | DIRECTOR | 0.25 | $0 | $0 | $0 | |
| GREG WHITHEAD | |||||||||
| 424 HAZELWOOD DRIVE WEST | FORT WORTH | TX | 76107 | DIRECTOR | 0.25 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,327,241 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,344 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,435,585 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,435,585 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,534 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,369,051 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $218,453 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $218,453 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,939 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,939 | TotalTaxAmt |
| Distributable Before Adj | $215,514 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $215,514 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $215,514 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $244,530 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $244,530 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $215,514 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $32,635 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $64,181 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $96,816 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $244,530 | QualifyingDistributionsAmt |
| Applied To Current Year | $215,514 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,016 | RemainingDistriFromCorpusAmt |
| Total Corpus | $125,832 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $125,832 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $32,635 | ExcessFromYear2Amt |
| Excess From Year1 | $64,181 | ExcessFromYear1Amt |
| Excess From Current Year | $29,016 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE NINNIE L BAIRD FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 COMMERCE ST STE 1380 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8173480577 | RecipientPhoneNum |
| Recipient Email Address | NINNIELBAIRDFOUNDATION@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1ST OF THE YEAR FOR GRANTS TO BE MADE DURING THAT CALENDAR YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PROGRAMS LOCATED IN TEXAS THAT IMPROVE THE QUALITY OF LIFE FOR CHILDREN AND FAMILIES THROUGH FAMILY PRESERVATION, EDUCATION AND NUTRITION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACH CHILD AND FAMILY SERVICES | |||||||
| 3712 WICHITA STREET | FORT WORTH | TX | 76119 | NONE | PUBLIC CHTY | YOUTH EMERGENCY SHELTER | $10,000 |
| AFTER 8 TO EDUCATE | |||||||
| 4212 E GRAND AVENUE | DALLAS | TX | 75223 | NONE | PUBLIC CHTY | TECHNOLOGY EQUIPMENT | $5,000 |
| AIN | |||||||
| 600 N STEMMONS FWY 151 | DALLAS | TX | 75207 | NONE | PUBLIC CHTY | MEALS | $5,000 |
| BALLET CONCERTO | |||||||
| 3803 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | NONE | PUBLIC CHTY | STUDENT EDUCATION PROGRAMS | $5,000 |
| BEACON HILL | |||||||
| 1402 CORNITH ST STE 257 | DALLAS | TX | 75215 | NONE | PUBLIC CHTY | CURRICULUM COSTS | $10,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 714 WEST LOUISIANA | MIDLAND | TX | 79701 | NONE | PUBLIC CHTY | MENTORING PROGRAM | $5,000 |
| BONTON FARMS | |||||||
| 6915 BEXAR STREET | DALLAS | TX | 75215 | NONE | PUBLIC CHTY | COFFEE HOUSE FURNISHINGS | $7,500 |
| CCA COMMUNITY ACTION | |||||||
| 200 S MILL STREET | LEWISVILLE | TX | 75057 | NONE | PUBLIC CHTY | SUMMER FOOD PROGRAM FOR KIDS | $7,500 |
| FAMILY COMPASS | |||||||
| 4210 JUNIUS STREET | DALLAS | TX | 75246 | NONE | PUBLIC CHTY | TECHOLOGY EQUIPMENT | $10,000 |
| FIRST TEE | |||||||
| 1900 ROCKWOOD PARK DR N | FORT WORTH | TX | 76114 | NONE | PUBLIC CHTY | TECHNOLOGY EQUIPMENT | $5,000 |
| FW HOPE CENTER | |||||||
| 3625 E LOOP 820 S | FORT WORTH | TX | 76119 | NONE | PUBLIC CHTY | EQUIPMENT FOR MATERIAL HANDLING | $7,500 |
| FORT WORTH PUBLIC LIBRARY | |||||||
| 500 WEST 3RD STREET | FORT WORTH | TX | 76102 | NONE | PUBLIC CHTY | OUTDOOR INSTRUMENTS REBA CARY | $10,000 |
| GIRL SCOUTS | |||||||
| 4901 BRIARHAVEN ROAD | FORT WORTH | TX | 76109 | NONE | PUBLIC CHTY | GIRL SCOUTS AT SCHOOL PROGRAM | $8,000 |
| GLADNEY CENTER | |||||||
| 6300 JOHN RYAN DRIVE | FORT WORTH | TX | 76132 | NONE | PUBLIC CHTY | FOSTER YOUTH TEENAGE NORMALCY | $5,000 |
| HOPE FARM | |||||||
| 865 E RAMSEY AVENUE | FORT WORTH | TX | 76104 | NONE | PUBLIC CHTY | YOUNG MEN'S LEADERSHIP PROGRAM | $10,000 |
| JUBILEE PARK AND CENTER | |||||||
| 907 BANK STREET | DALLAS | TX | 75223 | NONE | PUBLIC CHTY | NUTRITION PROGRAM | $5,000 |
| KEY CENTER | |||||||
| 7950 JOHN T WHITE ROAD | FORT WORTH | TX | 76120 | NONE | PUBLIC CHTY | OUTDOOR LEARNING SPACE | $15,000 |
| LITERACY UNITED | |||||||
| 3145 MCCART AVENUE | FORT WORTH | TX | 76110 | NONE | PUBLIC CHTY | MATERIALS & TECHNOLOGY EQUIPMENT | $5,000 |
| MI ESCUELITA | |||||||
| PO BOX 191487 | DALLAS | TX | 75219 | NONE | PUBLIC CHTY | FAMILY ENGAGEMENT PROGRAM | $5,000 |
| MISSION CENTRAL | |||||||
| 740 E PIPELINE ROAD | HURST | TX | 76053 | NONE | CHTY | REPLACEMENT OF 3 HVAC IN FOOD PANTRY | $11,000 |
| NEW DAY SERVICES | |||||||
| 6816 CAMP BOWIE W BLVD | FORT WORTH | TX | 76107 | NONE | PUBLIC CHTY | TECHNOLOGY EQUIPMENT | $10,000 |
| OUR DAILY BREAD | |||||||
| 300 W OAK STREET | DENTON | TX | 76201 | NONE | PUBLIC CHTY | EQUIPMENT FOR SHELTER | $9,000 |
| RAINBOW DAYS | |||||||
| 12221 MERIT DR STE 1700 | DALLAS | TX | 75251 | NONE | PUBLIC CHTY | FURNITURE & EQUIP FOR NEW OFFICE | $5,000 |
| RISE ADAPTIVE SPORTS | |||||||
| PO BOX 141122 | IRVING | TX | 76501 | NONE | PUBLIC CHTY | ADAPTIVE EQUIPMENT | $10,030 |
| SAMMINISTRIES | |||||||
| 1919 NW LOOP 410 STE 100 | SAN ANTONIO | TX | 78213 | NONE | PUBLIC CHTY | FURN & TOYS FOR ENCHRICHMENT CNTR | $8,000 |
| SAN FRANCISCO NATIVITY ACADEMY | |||||||
| 5808 RENWICK DRIVE | HOUSTON | TX | 77081 | NONE | PUBLIC CHTY | ENRICHMENT, HEALTH & WELLNESS PROG | $8,000 |
| TEEN LIFE | |||||||
| 8901 TEHAMA RIDGE PARKWAY | FORT WORTH | TX | 76177 | NONE | PUBLIC CHTY | UPDATE WEBSITE & MOBILE APPLICATION | $7,500 |
| TEXAS HEALTH RESOURCES | |||||||
| 612 E LAMAR BLVD STE 300 | FORT WORTH | TX | 76011 | NONE | PUBLIC CHTY | THRIVE PROGRAM IN FWISD | $5,000 |
| THE CLIBURN | |||||||
| 201 MAIN STREET STE 100 | FORT WORTH | TX | 76102 | NONE | PUBLIC CHTY | EDUCATION PROGRAMS | $10,000 |
| THE WARREN CENTER | |||||||
| 320 CUSTER ROAD | RICHARDSON | TX | 75080 | NONE | PUBLIC CHTY | FURNITURE FOR OFFICE SPACE | $8,500 |
| TRAFFICK - 911 | |||||||
| 1400 COLLEGE AVENUE | FORT WORTH | TX | 76104 | NONE | PUBLIC CHTY | SUPPORT GROUP CURRICULUM, LAPTOPS | $5,000 |
| WINDRIDGE THERAPEUTIC EQUESTRIAN CT | |||||||
| 593 WINDRIDGE ROAD | GILMER | TX | 75645 | NONE | PUBLIC CHTY | SCHOLARSHIP | $2,000 |
| WINGS | |||||||
| 1903 ANSON ROAD | DALLAS | TX | 75235 | NONE | PUBLIC CHTY | NURSE FAMILY PARTNERSHIP PROGRAM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $244,530 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,996 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$3,230 | ExclusionAmt |
| Related Or Exempt Function Incm | $144,139 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $89,860 | ExclusionAmt |
| Related Or Exempt Function Incm | $144,139 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $233,999 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| STEVEN BAIRD | ||||||
| 1 | 2441 WINTON TERRACE WEST | FORT WORTH | TX | 76109 | $5,000 | Yes (X) |
| JOHN ENGERT | ||||||
| 2 | 58 WATERFORD BEND | THE WOODLANDS | TX | 77381 | $6,000 | Yes (X) |
| MARGIE CUMMINS REYNOLDS | ||||||
| 3 | 5111 PALUXY HIGHWAY | GRANBURY | TX | 76048 | $20,000 | Yes (X) |
| BRYAN QUISENBERRY | ||||||
| 4 | 2826 SHARON RD | CHARLOTTE | NC | 28211 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $2,100 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CALAMOS MARKET NEUTRAL I | $56,523 | $57,910 |
| DOUBLELINE TOTAL RETURN | $261,107 | $216,980 |
| FROST TOTAL RETURN | $249,428 | $224,388 |
| GOLDMAN SACHS CORE FIXED | $105,274 | $84,863 |
| GUGGENHEIM MACRO OPPORTUNITY | $97,999 | $86,559 |
| ISHARES 0-5 YEAR TIPS | ||
| JPMORGAN GLOBAL BOND | $97,416 | $89,787 |
| LOOMIS SAYLES SENIOR | $106,739 | $96,088 |
| OSTERWEIS STRATEGIC INCOME | $104,749 | $94,537 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $21,688 | $103,752 |
| ACADEMY SPORTS & OUTDOORS | $50,364 | $55,955 |
| ACUITY BRANDS INC | $34,988 | $55,479 |
| ACUSHNET HOLDINGS CO | $36,882 | $87,680 |
| ALPHABET INC CLASS C | $37,578 | $83,406 |
| AMERICAN INTL GROUP | $43,613 | $79,050 |
| APPLE COMPUTER INC | $15,178 | $265,057 |
| BERKSHIRE HATHAWAY CI B | $32,517 | $142,094 |
| COCA COLA COMPANY | $47,276 | $89,054 |
| CONOCO PHILLIPS | $17,023 | $47,200 |
| DEVON ENERGY CORP | $54,733 | $95,279 |
| DOLLAR GENERAL CORP | $32,824 | $118,200 |
| EXXON MOBIL CORPORATION | $44,183 | $75,776 |
| FIRST FINANCIAL BANCSHARES INC | $86,826 | |
| GARRETT MOTION INC | $35,043 | $32,880 |
| GENERAL DYNAMICS CORP | $51,572 | $101,725 |
| GOLDMAN SACHS GQG | $32,951 | $36,342 |
| GOLDMAN SACHS GROUP | $61,368 | $106,448 |
| JOHNSON & JOHNSON | $38,670 | $112,173 |
| MATADOR RESOURCES | $30,097 | $181,794 |
| MATTHEWS ASIA DIVIDEND | $18,193 | $13,804 |
| MATTHEWS ASIA GROWTH | $17,508 | $13,308 |
| MICROSOFT CORP | $21,589 | $213,680 |
| MIDDLEBY CORP | $34,906 | $45,526 |
| OAKMARK INTERNATIONAL CL I | $24,071 | $22,940 |
| ORACLE CORP | $41,993 | $104,627 |
| ORION OFFICE REIT INC | ||
| PEPSICO INCORPORATED | $39,180 | $117,429 |
| REALTY INCOME CORP | $28,831 | $39,073 |
| ROSS STORES INC | $30,338 | $104,463 |
| SOUTH ST CORP | $25,941 | $40,547 |
| SS&C TECHNOLOGIES HOLDING | $54,447 | $38,264 |
| THE CHARLES SCHWAB CORP | $10,565 | $75,767 |
| THERMO FISHER SCIENTIFIC | $9,274 | $116,195 |
| UNIVAR INC | $66,717 | $90,789 |
| VANGUARD FTSE EUROPE | $22,606 | $22,453 |
| VANGUARD PACIFIC VPRS | $15,097 | $14,221 |
| WELLS FARGO BANK | $50,636 | $45,419 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $50,019 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $47,565 | USGovtObligationsEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $15,157 | Amt |
| Net Investment Income | $15,157 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $5,301 | Amt |
| Net Investment Income | $5,301 | NetInvestmentIncomeAmt |