EULA MAE AND JOHN BAUGH FOUNDATION: Form 990PF, tax year 2021
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- Organization
- EULA MAE AND JOHN BAUGH FOUNDATION (EIN 76-0457820)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202233149349100143
- Schema version
- 2021v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T11:46:00-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741695589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARPER & PEARSON COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE RIVERWAY SUITE 1900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760457820 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EULA MAE AND JOHN BAUGH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EULA | BusinessNameControlTxt |
| Phone | 7134664945 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15329 CLEVEDON LANE | AddressLine1Txt |
| City | JERSEY VILLAGE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS C CHILES | PersonNm |
| Person Title | TREASURER, EXEC DIR. | PersonTitleTxt |
| Phone | 7134664945 | PhoneNum |
| Signature | 2022-09-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DOUGLAS | PersonFirstNm |
| Person Last | CHILES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY JANE ROBINSON | PreparerPersonNm |
| PTIN | P00232220 | PTIN |
| Phone | 7136222310 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $250,986,284 | 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 | $700,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,156,767 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,156,767 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,292,397 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,292,397 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,832,456 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $65,312,191 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,832,456 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$295,544 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$295,544 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $27,686,076 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,281,620 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$295,544 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $255,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $170,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $85,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $805,283 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $805,283 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $60,402 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $60,402 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $358,184 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $197,905 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $181,732 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,173 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,676,774 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,217,417 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $101,173 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,358,559 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,358,559 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,035,333 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,217,417 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,459,732 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,650,743 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,064,203 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,856,798 | CashBOYAmt |
| Cash EOY | $4,527,570 | CashEOYAmt |
| Cash EOYFMV | $4,527,570 | CashEOYFMVAmt |
| Corporate Stock BOY | $133,999,118 | CorporateStockBOYAmt |
| Corporate Stock EOY | $145,398,271 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $223,265,884 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $18,032,295 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $22,666,294 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,192,830 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $37,230 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $156,925,441 | TotalAssetsBOYAmt |
| Total Assets EOY | $172,592,135 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $250,986,284 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $15,951 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,951 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $524,713 | CapitalStockBOYAmt |
| Capital Stock EOY | $524,713 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $156,400,728 | RetainedEarningBOYAmt |
| Retained Earning EOY | $172,051,471 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $156,925,441 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $172,576,184 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $156,925,441 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $172,592,135 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $156,925,441 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,650,743 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $172,576,184 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $172,576,184 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| TOTAL CAPITAL GAINS DISTRIBUTIONS | P | 2021-12-31 | $2,291,163 | $2,291,163 | ||
| PUBLICLY TRADED SECURITIES (ST) | P | 2021-12-31 | $5,681,985 | $5,681,985 | $30,281,720 | $24,599,735 |
| GAIN/(LOSS) THROUGH SCH K-1'S | P | 2021-12-31 | -$998,193 | -$998,193 | $998,193 | |
| PUBLICLY TRADED SECURITIES (LT) | P | 2021-12-31 | $13,102,502 | $13,102,502 | $35,030,471 | $21,927,969 |
| GAIN/(LOSS) THROUGH SCH K-1'S | P | 2021-12-31 | $2,754,999 | $2,754,999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,832,456 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,683,792 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $362,292 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $362,292 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $362,292 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $342,233 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $83,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $425,233 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $8 | EsPenaltyAmt |
| Overpayment | $62,933 | OverpaymentAmt |
| Applied To ES Tax | $62,933 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BAUGHFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | DOUGLAS C CHILES | IndividualWithBooksNm |
| Phone | 7134664945 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15329 CLEVEDON LANE | AddressLine1Txt |
| City | JERSEY VILLAGE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| JACQUELINE B MOORE | ||||||||
| 15329 CLEVEDON LANE | JERSEY VILLAGE | TX | 77040 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| JULIA B CLOUD | ||||||||
| 15329 CLEVEDON LANE | JERSEY VILLAGE | TX | 77040 | VICE PRESIDENT/SECRETARY | 4.00 | $0 | $0 | $0 |
| DOUGLAS C CHILES | ||||||||
| 15329 CLEVEDON LANE | JERSEY VILLAGE | TX | 77040 | TREASURER, EXEC DIR. | 20.00 | $255,000 | $0 | $0 |
| JACOB T MOORE | ||||||||
| 15329 CLEVEDON LANE | JERSEY VILLAGE | TX | 77040 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN S MOORE | ||||||||
| 15329 CLEVEDON LANE | JERSEY VILLAGE | TX | 77040 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHRYN MOORE | ||||||||
| 15329 CLEVEDON LANE | JERSEY VILLAGE | TX | 77040 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STIFEL NICHOLAS & COMPANY | |||||
| ONE FINANCIAL PLAZA 501 N BROADWAY | ST LOUIS | MO | 63102 | INVESTMENT FEES | $560,575 |
| CIBC | |||||
| 11 GREENWAY PLAZA STE 2625 | HOUSTON | TX | 77046 | INVESTMENT FEES | $142,650 |
| HIGHBRIDGE CAPITAL MANAGEMENT | |||||
| 40 W 57TH ST STE 3 | NEW YORK | NY | 10019 | INVESTMENT FEES | $102,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $207,354,706 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,430,790 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $29,273,339 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $241,058,835 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $241,058,835 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,615,883 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $237,442,952 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,872,148 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,872,148 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $362,292 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $362,292 | TotalTaxAmt |
| Distributable Before Adj | $11,509,856 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,509,856 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,509,856 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,459,732 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,459,732 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,509,856 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,451,586 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,459,732 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,451,586 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,008,146 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,501,710 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DOUGLAS CHILES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15329 CLEVEDON LANE | AddressLine1Txt |
| City | JERSEY VILLAGE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7134664945 | RecipientPhoneNum |
| Recipient Email Address | WWW.BAUGHFOUNDATION.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT REQUESTS MUST BE SUBMITTED ON-LINE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 1 EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE BAUGH FOUNDATION SEEKS TO SUPPORT NONPROFIT ORGANIZATIONS THAT REFLECT THE LOVE OF CHRIST BY PROVIDING ASSISTANCE TO THOSE IN NEED, ENRICHING THE LIVES OF CHILDREN AND YOUTH, KEEPING FAITH COMMUNITIES INFORMED AND ENGAGED, AND PROTECTING INDIVIDUAL FREEDOMS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AFRICA EXCHANGE | |||||
| 4511 ENO CEMETERY RD | CEDAR GROVE | NC | 27231 | SPECIAL PROJECTS | $25,000 |
| ALLIANCE OF BAPTISTS | |||||
| 1801 HILLBOROUGH ST | RALEIGH | NC | 27605 | SPECIAL PROJECT | $75,000 |
| AMANI SASA | |||||
| PO BOX 380034 | JACKSONVILLE | FL | 32205 | OPERATING | $10,000 |
| AMERICAN BAPTIST FOREIGN MISSION SOCIETY | |||||
| 1002 W 9TH AVE STE A | KING OF PRUSSIA | PA | 19406 | SPECIAL PROJECT | $6,460 |
| BAPTIST CENTER FOR ETHICS | |||||
| PO BOX 150506 | NASHVILLE | TN | 372150506 | GOOD FAITH MEDIA PROJECT | $800,000 |
| BAPTIST CHILD AND FAMILY SERVICES | |||||
| 1506 BEXAR CROSSING | SAN ANTONIO | TX | 78232 | BRECKENRIDGE VILLAGE | $300,000 |
| BAPTIST GENERAL CONVENTION OF MISSOURI | |||||
| PO BOX 508 | JEFFERSON CITY | MO | 65102 | CHURCHNET GRANT | $5,000 |
| BAPTIST HISTORY AND HERITAGE SOCIETY | |||||
| 151 BROADLEAF DRIVE | MACON | GA | 31210 | OPERATING | $30,000 |
| BAPTIST JOINT COMMITTEE | |||||
| 200 MARYLAND AVE NE | WASHINGTON | DC | 200025797 | OPERATING | $505,000 |
| ASSOCIATED BAPTIST PRESS INC DBA BAPTIST NEWS GLOBAL | |||||
| 8515 GREENVILLE AVE | DALLAS | TX | 75243 | OPERATING | $75,000 |
| BAPTIST SEMINARY OF KENTUCKY | |||||
| 400 E COLLEGE ST | GEORGETOWN | KY | 40324 | OPERATING | $187,500 |
| BAPTIST WOMEN IN MINISTRY | |||||
| PO BOX 7309 | FORT WORTH | TX | 76111 | OPERATING | $100,000 |
| BAPTIST WOMEN IN MINISTRY IN N CAROLINA | |||||
| 95 SHADYLAWN DR | WINSTONSALEM | NC | 27104 | OPERATING | $5,000 |
| BAYLOR LINE FOUNDATION | |||||
| PO BOX 2089 | WACO | TX | 76703 | OPERATING | $235,000 |
| BAYLOR SCOTT & WHITE CENTRAL FOUNDATION | |||||
| 2401 S 31ST STREET | TEMPLE | TX | 76508 | CAREGIVER PROJECT | $20,000 |
| BAYLOR UNIVERSITY | |||||
| 1311 S 5TH STREET | WACO | TX | 76706 | OPERATING | $760,036 |
| CAMPBELLSVILLE UNIVERSITY | |||||
| 1 UNIVERSITY DR UPO 784 | CAMPBELLSVILLE | KY | 42718 | OPERATING | $50,000 |
| CBF FLORIDA | |||||
| PO BOX 2556 | LAKELAND | FL | 33806 | OPERATING | $10,000 |
| CBF OKLAHOMA | |||||
| 1017 ELM AVENUE | NORMAN | OK | 73072 | OPERATING | $20,000 |
| CENTER FOR MEDICAL HUMANITIES AND ETHICS | |||||
| 7703 FLOYD CURL DR | SAN ANTONIO | TX | 78250 | OPERATING | $60,000 |
| CHRISTIAN ETHICS TODAY | |||||
| BOX 1238 | BANNER ELK | NC | 28604 | OPERATING | $75,000 |
| CHRISTIAN LATINA LEADERSHIP INSTITUTE | |||||
| 7838 BARLITE BLVD | SAN ANTONIO | TX | 78224 | OPERATING | $35,000 |
| COALITION TO COMBAT HUMAN TRAFFICING | |||||
| 5826 NEW TERRITORY BLVD 819 | SUGAR LAND | TX | 77479 | OPERATING | $17,500 |
| CONSUMER FUND OF TEXAS | |||||
| 8600 WILLOWICK DR | AUSTIN | TX | 78759 | BUBEARS FOR ALL | $25,000 |
| COOPERATIVE BAPTIST FELLOWSHIP | |||||
| 160 CLAIREMONT AVE SUITE 500 | DECATUR | GA | 30030 | ATLANTA PROJECTS,CIVIL HOPE FILM,MINISTERIAL EXCELLENCE,FELLOWSHIP SW OPERATING,OPERATING,PASTORS FOR TEXAS CHILDREN | $1,257,000 |
| COOPERATIVE BAPTIST FELLOWSHIP IN TEXAS | |||||
| PO BOX 15648 | SAN ANTONIO | TX | 78212 | EDUK CHILES STRATEGIES PROJECT | $40,000 |
| CULTIVATE ABUNDANCE | |||||
| 17151 LAURELIN CT | NORTH FORT MYERS | FL | 33917 | OPERATING | $50,000 |
| DUKE UNIVERSITY | |||||
| PO BOX 90581 | DURHAM | NC | 27708 | BAPTIST HOUSE SCHOLARSHIPS | $125,000 |
| EASTERN UNIVERSITY | |||||
| 1300 EAGLE RD | ST DAVIDS | PA | 19087 | CHRISTIANS FOR SOCIAL ACTION, CAMPOLO CENTER FOR MINISTRY | $86,000 |
| ECUMENTICAL CENTER FOR RELIGION & HEALTH | |||||
| 8310 EWING HALSELL DR | SAN ANTONIO | TX | 78229 | OPERATING | $40,000 |
| FAITH COMMONS | |||||
| 6821 COARLYNCREST DR | DALLAS | TX | 75214 | OPERATING | $75,000 |
| FELLOWSHIP SOUTHWEST | |||||
| PO BOX 822993 | DALLAS | TX | 75382 | OPERATING | $512,708 |
| FIRST BAPTIST CHURCH OF AUSTIN | |||||
| 901 TRINITY ST | AUSTIN | TX | 78701 | FBCA COMMUNITY | $15,000 |
| FIRST BAPTIST OF WORCHESTER | |||||
| 111 PARK AVE | WORCHESTER | MA | 01609 | OPERATING | $20,000 |
| GASTON CHRISTIAN CENTER | |||||
| 8515 GREENVILLE AVENUE | DALLAS | TX | 75243 | OPERATING | $50,000 |
| HAND IN HAND | |||||
| PO BOX 80102 | PORTLAND | OR | 97280 | OPERATING | $60,000 |
| HAVEN FOR HOPE OF BEXAR COUNTY | |||||
| 11 HAVEN FOR HOPE WAY | SAN ANTONIO | TX | 78207 | OPERATING | $10,000 |
| HEARTS4KIDS | |||||
| 1829 VALLEY GLEN CT | GARLAND | TX | 75040 | OPERATING | $200,000 |
| HOPE MANIFEST | |||||
| PO BOX 12291 | BIRMINGHAM | AL | 35202 | OPERATING | $150,000 |
| HOSPITALITY APARTMENTS | |||||
| PO BOX 25213 | HOUSTON | TX | 772655213 | CAPITAL IMPROVEMENTS | $10,000 |
| INSTITUTE OF SOCIAL POLICY AND UNDERSTANDING | |||||
| 6 PARKLANE BLVD SUITE 510 | DEARBORN | MI | 48126 | OPERATING | $30,000 |
| INTERFAITH ALLIANCE FOUNDATION | |||||
| 2101 L ST NW SUITE 400 | WASHINGTON | DC | 20037 | OPERATING | $600,000 |
| JOEL GREGORY MINISTRIES | |||||
| 2828 AUSTIN AVE | WACO | TX | 76710 | OPERATING | $50,000 |
| LIGHT OF HOPE IMMIGRATION LAW CENTER | |||||
| 1339 19TH ST | PLANO | TX | 75074 | OPERATING | $35,000 |
| LITERACY CONNEXUS | |||||
| 3020 S CHERRY 123168 | FORT WORTH | TX | 76121 | OPERATING | $60,000 |
| MARBLE RETREAT | |||||
| PO BOX 176 | CARBONDALE | CO | 81623 | CAPITAL IMPROVEMENTS | $6,000 |
| MERCER UNIVERSITY | |||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | MERCER ON MISSION,JF BAUGH ARCHIVE PROJECT | $540,000 |
| MIGROS AID INC | |||||
| PO BOX 20086 | INDIANAPOLIS | IN | 46220 | OPERATING | $30,000 |
| MISSION FRANKFORT CLINIC | |||||
| 201 ST CLAIR STREET | FRANKFORT | KY | 40601 | OPERATING | $75,000 |
| NEW BAPTIST COVENANT | |||||
| PO BOX 57426 | JACKSONVILLE | FL | 32257 | OPERATING | $150,000 |
| NORTHERN BAPTIST THEOLOGICAL SEMINARY | |||||
| 410 WARRENVILLE RD SUITE 300 | LISLE | IL | 60532 | BAUGH SCHOLARS PROGRAM | $30,000 |
| PASSPORT INC | |||||
| 3421 SIERRA DRIVE | BIRMINGHAM | AL | 35216 | OPERATING | $400,000 |
| PNEUMATRIX | |||||
| 202 HEADLANDS COURT | SAUSALITO | CA | 94965 | OPERATING | $20,000 |
| Q CHRISTIAN FELLOWSHIP | |||||
| PO BOX 21267 | DENVER | CO | 80221 | OPERATING | $23,000 |
| RAUSCHENBUSCH METRO MINISTRIES INC | |||||
| 410 WEST 40TH STREET | NEW YORK | NY | 10018 | OPERATING | $50,000 |
| SECOND BAPTIST CHURCH | |||||
| 300 E KANSAS STREET | LIBERTY | MO | 64068 | PASTORAL RESIDENCY | $50,000 |
| SEMINARY PLUS | |||||
| 5805 SWEETBRIAR DR | RICHARDSON | TX | 75082 | OPERATING | $7,500 |
| SIMMONS COLLEGE OF KENTUCKY | |||||
| 1000 SOUTH 4TH STREET | LOUISVILLE | KY | 40203 | OPERATING | $150,000 |
| SIMPLE MINISTRIES | |||||
| PO BOX 1225 | COLUMBIA | SC | 29202 | OPERATING | $53,855 |
| SOUTH MAIN BAPTIST CHURCH | |||||
| 4100 S MAIN ST | HOUSTON | TX | 77002 | RESIDENCY PROGRAM | $65,000 |
| SOUTHERN METHODIST UNIVERSITY | |||||
| PO BOX 75402 | DALLAS | TX | 75275 | BAPTIST HOUSE OF STUDIES | $100,000 |
| THE HYMN SOCIETY IN THE US & CANADA | |||||
| 5 THOMAS CIRCLE NW 4TH FLOOR | WASHINGTON | DC | 20005 | OPERATING | $10,000 |
| THE OTHER ONE'S FOUNDATION | |||||
| 780 S HWY 183 | AUSTIN | TX | 78741 | OPERATING | $25,000 |
| THE REFORMATION PROJECT | |||||
| PO BOX 191013 | DALLAS | TX | 75219 | OPERATING | $60,000 |
| THE ST CHARLES CENTER FOR FAITH ACTION | |||||
| 7100 ST CHARLES AVE | NEW ORLEANS | LA | 70118 | OPERATING | $15,000 |
| VIRGINIA BAPTIST HISTORICAL SOCIETY | |||||
| 410 WESTHAMPTON WAY UR34 | UNIVERSITY OF RICHMOND | VA | 23173 | OPERATING | $5,000 |
| WAKE FOREST UNIVERSITY | |||||
| P O BOX 7719 | WINSTONSALEM | NC | 271097719 | SEMINARY SCHOLARSHIPS | $100,000 |
| WILSHIRE BAPTIST CHURCH | |||||
| 4316 ABRAMS RD | DALLAS | TX | 75214 | WILSHIRE RESIDENCY | $200,000 |
| WOODLAND BAPTIST CHURCH | |||||
| 15315 HUEBNER RD | SAN ANTONIO | TX | 782480961 | SANCTUARY BUILDING PROJECT,PASTOR SABBATTICAL,OPEATING FUNDS | $833,000 |
| WORD & WAY | |||||
| PO BOX 1771 | JEFFERSON CITY | MO | 651021771 | OPERATING | $53,000 |
| WORLD HUNGER RELIEF INC | |||||
| PO BOX 639 | ELM MOTT | TX | 76705 | OPERATING | $100,000 |
| YOUTH CHOIRS INC | |||||
| PO BOX 781663 | SAN ANTONIO | TX | 78278 | OPERATING | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,358,559 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,156,767 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,292,397 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,832,456 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| SPECIAL SITUATIONS III | 211110 | -$64,552 |
| SPECIAL SITUATIONS TECH II | 211110 | -$52,783 |
| SPECIAL SITUATIONS LIFE SCIENCES | 211110 | -$33,749 |
| ALKEON TRD OR BUS | 211110 | -$134,929 |
| BERNSTEIN - SECTION 988 INCOME | 211110 | -$9,531 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$295,544 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,281,620 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,986,076 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | SECTION 988 INCOME | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF BARBARA BAUGH | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15329 CLEVEDON LANE | AddressLine1Txt |
| City | JERSEY VILLAGE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $700,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BONDS | $22,663,497 | $23,012,300 |
| ACCRUED INTEREST | $2,797 | $180,530 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MANAGED EQUITIES | $99,195,381 | $150,915,452 |
| INDEXED MUTUAL FUNDS | $2,734,575 | $5,598,139 |
| INTERNATIONAL FUNDS | $19,674,389 | $24,309,200 |
| HEDGE FUNDS | $11,619,709 | $20,204,715 |
| PRIVATE EQUITY FUNDS | $6,837,417 | $9,670,378 |
| SYSCO CORPORATION | $5,336,800 | $12,568,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $37,230 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WEBSITE EXPENSES | $156 | $0 | $0 | $156 |
| FOREIGN TAX WITHHELD | $67,553 | $67,553 | $0 | $0 |
| INSURANCE | $2,809 | $2,809 | $0 | $0 |
| PORTFOLIO EXPENSES INVESTMENTS | $82,056 | $82,056 | $0 | $0 |
| EXPENSE REIMBURSEMENTS | $4,209 | $0 | $0 | $4,209 |
| SOFTWARE LICENSES | $11,500 | $0 | $0 | $11,500 |
| GLOBAL TAX RELIEF | $463 | $463 | $0 | $0 |
| BERNSTEIN ADVISORY FEE | $28,542 | $28,542 | $0 | $0 |
| BANK FEES | $617 | $309 | $0 | $308 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| SPECIAL SITUATIONS III | -$64,552 | -$64,552 |
| SPECIAL SITUATIONS TECH II | -$52,783 | -$52,783 |
| SPECIAL SITUATIONS LIFE SCIENCES | -$33,749 | -$33,749 |
| ALKEON TRD OR BUS | -$134,929 | -$134,929 |
| BERNSTEIN - SECTION 988 INCOME | -$9,531 | -$9,531 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MONEY MANAGEMENT FEES | CategoryTxt |
| Amt | $805,283 | Amt |
| Net Investment Income | $805,283 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESTATE OF BARBARA BAUGH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15329 CLEVEDON LANE | AddressLine1Txt |
| City | JERSEY VILLAGE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77040 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $358,184 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |