EULA MAE AND JOHN BAUGH FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EULA MAE AND JOHN BAUGH FOUNDATION (EIN 76-0457820)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-14
- IRS object ID
- 202123189349100162
- Schema version
- 2020v4.1
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- 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 | 2021-11-14T12:47:41-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EEPB | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2950 NORTH LOOP W SUITE 1200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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) |
|---|---|---|
| In Care Of | % DOUG CHILES | InCareOfNm |
| 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 chiles | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7134664945 | PhoneNum |
| Signature | 2021-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | 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 | 7136220016 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $229,779,676 | 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 | $2,200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,261,826 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,261,826 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,496,136 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $66,544,732 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,496,136 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,208,370 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$176,974 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$176,974 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,780,988 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,580,988 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,208,370 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $354,764 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $278,264 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $76,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $570,578 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $570,578 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $62,977 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $62,977 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $160,946 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $14,228 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,228 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $139,818 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $106,571 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,247 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,306,111 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,018,390 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $126,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,753,359 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,753,359 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,059,470 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,018,390 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,880,134 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,721,518 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,562,598 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,208,370 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,116,877 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,856,798 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,856,798 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $125,166,987 | CorporateStockBOYAmt |
| Corporate Stock EOY | $133,999,118 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $205,906,910 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $21,761,295 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,032,295 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,978,738 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $158,764 | OtherAssetsBOYAmt |
| Other Assets EOY | $37,230 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $37,230 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $153,203,923 | TotalAssetsBOYAmt |
| Total Assets EOY | $156,925,441 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $229,779,676 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $524,713 | CapitalStockBOYAmt |
| Capital Stock EOY | $524,713 | CapitalStockEOYAmt |
| Retained Earning BOY | $152,679,210 | RetainedEarningBOYAmt |
| Retained Earning EOY | $156,400,728 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $153,203,923 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $156,925,441 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $153,203,923 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $156,925,441 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $153,203,923 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,721,518 | ExcessRevenueOverExpensesAmt |
| Subtotal | $156,925,441 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $156,925,441 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2020-01-01 | 2020-12-31 | $28,964,997 | $26,940,464 | $2,024,533 | $2,024,533 |
| BONDS HILLTOP SECURITIES | P | 2019-01-01 | 2020-12-31 | $4,178,165 | $4,215,686 | -$37,521 | -$37,521 |
| CMO PRINCIPAL REC'D | P | 2019-01-01 | 2020-12-31 | $344,738 | $344,738 | ||
| PUBLICLY TRADED SECURITIES | P | 2019-01-01 | 2020-12-31 | $31,543,181 | $25,428,979 | $6,114,202 | $6,114,202 |
| SEC 1256 FROM PASS-THROUGH | P | 2020-01-01 | 2020-12-31 | $47,492 | -$47,492 | -$47,492 | |
| SEC 1256 FROM PASS-THROUGH | 2019-01-01 | 2020-12-31 | $71,237 | -$71,237 | -$71,237 | ||
| CAPITAL GAIN DIVIDENDS | P | $346,854 | |||||
| CAPITAL GAIN DIVIDENDS | P | $346,854 | |||||
| CAPITAL GAIN DIVIDENDS | P | $346,854 | |||||
| CAPITAL GAIN DIVIDENDS | P | $346,854 | |||||
| CAPITAL GAIN DIVIDENDS | P | $346,854 | |||||
| CAPITAL GAIN DIVIDENDS | P | $346,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,496,136 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,208,370 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $160,720 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $160,720 | SubtotalAmt |
| Tax Based On Investment Income | $160,720 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $198,179 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $198,179 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $226 | EsPenaltyAmt |
| Overpayment | $37,233 | OverpaymentAmt |
| Applied To ES Tax | $37,233 | AppliedToESTaxAmt |
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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BAUGHFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUG CHILES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (4 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 | ||||||||
| 40 HIGH CRESCENT | SAN ANTONIO | TX | 78257 | PRESIDENT | 5.0 | $0 | $0 | $0 |
| JULIA B CLOUD | ||||||||
| 40 HIGH CRESCENT | SAN ANTONIO | TX | 78257 | VICE PRESIDENT/SECRETARY | 4.0 | $0 | $0 | $0 |
| DOUGLAS C CHILES | ||||||||
| 15329 CLEVEDON LANE | Jersey Village | TX | 77040 | TREASURER, EXEC DIR. | 20.0 | $354,764 | $0 | $0 |
| JACOB T MOORE | ||||||||
| 15329 Clevedon Lane | Jersey Village | TX | 77040 | TRUSTEE | 1.0 | $0 | $0 | $0 |
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 | $420,113 |
| CIBC | |||||
| 11 GREENWAY PLAZA STE 2625 | HOUSTON | TX | 77046 | INVESTMENT FEES | $126,725 |
| HIGHBRIDGE CAPITAL MANAGEMENT | |||||
| 40 W 57TH ST STE 3 | NEW YORK | NY | 10019 | INVESTMENT FEES | $23,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $147,042,090 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,741,340 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $43,647,227 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $194,430,657 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $194,430,657 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,916,460 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $191,514,197 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,575,710 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,575,710 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $160,720 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $160,720 | TotalTaxAmt |
| Distributable Before Adj | $9,414,990 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,414,990 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,414,990 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,880,134 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $9,880,134 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,880,134 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,414,990 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,916,730 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,880,134 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,916,730 | AppliedToYear1Amt |
| Applied To Current Year | $5,963,404 | 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 |
| Undistributed Income CY | $3,451,586 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN F BAUGH AND EULA MAE BAUGH WE | ContributingManagerNm |
| Contributing Manager | CONTRIBUTED MORE THAN 2 OF TOTAL C | ContributingManagerNm |
| Contributing Manager | AND EULA MAE BAUGH ARE NOW DECEASED | ContributingManagerNm |
| Contributing Manager | BENEFICIARY OF JOHN BAUGH'S DEFERRE | ContributingManagerNm |
| Contributing Manager | FUNDS FROM THE PLAN EULA MAE BAUG | ContributingManagerNm |
| Contributing Manager | IN 2008 2009 AND 2010 THE BARBAR | ContributingManagerNm |
| Contributing Manager | CONTRIBUTED FUNDS IN 2010-2015 THE | ContributingManagerNm |
| Contributing Manager | CONTRIBUTIONS TO THE FOUNDATION BEG | ContributingManagerNm |
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 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15329 CLEVEDON LANE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | OPERATING FUND | GrantOrContributionPurposeTxt |
| Amt | $9,753,359 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,753,359 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,261,826 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,496,136 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY TRADING INCOME FROM PSHIPS | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | -$176,974 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$176,974 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,757,962 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,580,988 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BARBARA BAUGH | ||||||
| 1 | 40 HIGH CRESCENT | SAN ANTONIO | TX | 78257 | $700,000 | Yes (X) |
| ESTATE OF BARBARA BAUGH | ||||||
| 2 | 15329 CLEVEDON LANE | JERSEY VILLAGE | TX | 77040 | $1,500,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,800 | Amt |
| Disbursements Charitable Prps | $2,800 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (3 entries)
| ExplanationExplanationTxt |
|---|
| STIFEL NICHOLAS COMPANY |
| INVESTMENT FEE AS PERCENT OF MONEY UNDER MANAGEMENT. |
| CIBC |
| INVESTMENT FEE AS PERCENT OF MONEY UNDER MANAGEMENT. |
| HIGHBRIDGE CAPITAL MANAGEMENT |
| INVESTMENT FEE AS PERCENT OF MONEY UNDER MANAGEMENT. |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BONDS | $18,029,498 | $18,798,744 |
| ACCRUED INTEREST | $2,797 | $179,994 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SYSCO CORPORATION | $5,336,800 | $11,881,600 |
| INDEXED MUTUAL FUNDS | $7,302,409 | $10,914,577 |
| INTERNATIONAL MUTUAL FUNDS | $17,777,225 | $23,214,006 |
| MANAGED EQUITIES | $86,888,655 | $131,809,220 |
| HEDGE FUNDS | $11,911,095 | $21,374,507 |
| PRIVATE EQUITY FUNDS | $4,782,934 | $6,713,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID FEDERAL EXCISE TAX | $68,176 | $37,230 | $37,230 |
| ACCRUED DIVIDENDS | $90,588 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| WEBSITE EXPENSES | $747 | $747 | |
| FOREIGN TAX WITHHELD | $59,460 | $59,460 | |
| INSURANCE | $2,824 | $2,824 | |
| PORTFOLIO EXPENSES INVESTMENTS | $44,287 | $44,287 | |
| CHARITABLE EVENTS | $32,500 | $32,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SECURITIES TRADING INCOME FROM PSHIPS | ||
| SPECIAL SITUATIONS TECHNOLOGY FUND II | -$30,322 | -$30,322 |
| SPECIAL SITUATIONS FUND III QP, LP | -$33,893 | -$33,893 |
| SPECIAL SITUATIONS LIFE SCIENCES | ||
| ALKEON GROWTH RJ PARTNERS LP | -$96,305 | -$96,305 |
| MISCELLANEOUS FROM PASS-THROUGH | $3,227 | $3,227 |
| SECTION 988 GAIN/(LOSS) FROM PASS-THRU | -$19,681 | -$19,681 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MONEY MANAGEMENT FEES | CategoryTxt |
| Amt | $570,578 | Amt |
| Net Investment Income | $570,578 | NetInvestmentIncomeAmt |
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 | $160,946 | Amt |