NINNIE L BAIRD FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NINNIE L BAIRD FOUNDATION (EIN 75-2734849)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349100808
- Schema version
- 2020v4.0
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T06:42:26-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 1790 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET BAIRD QUISENBERRY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8173480577 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANET BAIRD | PersonFirstNm |
| Person Last | QUISENBERRY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A WILSON CPA | PreparerPersonNm |
| PTIN | P00295916 | PTIN |
| Phone | 8173328700 | PhoneNum |
| Preparation | 2021-11-10 | PreparationDt |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,719,127 | 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 | $40,275 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $677 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,291 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,291 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,172 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $212,626 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,172 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $201,415 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $160,490 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,550 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $11,945 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,945 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,639 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,639 | TaxesNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $269 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $185 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $18,588 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,134 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $239,046 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $239,046 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $257,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,134 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $239,046 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,219 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $142,356 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $97,598 | CashBOYAmt |
| Cash EOY | $58,088 | CashEOYAmt |
| Cash EOYFMV | $58,088 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $389,729 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $145,818 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $145,818 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,509 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,054 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,509 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,509 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $108,579 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $144,258 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $149,573 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,054,039 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,149,598 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,681,711 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $599,687 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $695,196 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $682,428 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,250,686 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,194,467 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,719,127 | 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 | $1,225,686 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,169,467 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,250,686 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,194,467 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,250,686 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,194,467 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,250,686 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,219 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,194,467 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,194,467 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TEXAS ROADHOUSE | P | 2019-09-06 | 2020-06-05 | $42,768 | $37,623 | $5,145 | $5,145 |
| ABBOTT LABORATORIES | P | 2013-01-08 | 2020-08-27 | $9,982 | $2,997 | $6,985 | $6,985 |
| DOLLAR GENERAL CORP | P | 2016-09-01 | 2020-08-27 | $12,120 | $4,430 | $7,690 | $7,690 |
| DOUBLINE FELXIBLE INCOME FUND | P | 2015-06-25 | 2020-07-23 | $52,153 | $56,780 | -$4,627 | -$4,627 |
| SOUTH ST CORP | P | 2013-09-26 | 2020-06-10 | $28 | $23 | $5 | $5 |
| APPLE INC | P | 2010-01-26 | 2020-08-27 | $37,708 | $2,332 | $35,376 | $35,376 |
| MICROSOFT CORP | P | 2008-06-05 | 2020-08-27 | $29,641 | $3,646 | $25,995 | $25,995 |
| THERMO FISHER SCIENTIFIC | P | 2010-09-07 | 2020-08-27 | $14,585 | $1,574 | $13,011 | $13,011 |
| 1ST FINANCIAL BANKSHARES | P | 2001-06-01 | 2020-08-27 | $12,446 | $1,049 | $11,397 | $11,397 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,172 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,145 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,979 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,979 | SubtotalAmt |
| Tax Based On Investment Income | $1,979 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,221 | OverpaymentAmt |
| Applied To ES Tax | $1,221 | 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 |
| 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 1790 | 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 | |||||||||
| 4908 RIDGESIDE DR | DALLAS | TX | 75244 | 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 1790 | FORT WORTH | TX | 76102 | SECRETARY | 0.50 | $0 | $0 | $0 | |
| HUNTER BAIRD | |||||||||
| 4617 CLOUDVIEW RD | FORT WORTH | 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 | |||||||||
| 58 WATERFORD BEND | THE WOODLANDS | TX | 77381 | DIRECTOR | 0.25 | $0 | $0 | $0 | |
| RICK LINDBERG | |||||||||
| 1700 HEARTHSTONE DR | PLANO | TX | 75023 | DIRECTOR | 0.25 | $0 | $0 | $0 | |
| STEPHANIE REYNOLDS HARVEY | |||||||||
| 4316 RIDGEHAVEN CT | 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 | $3,252,031 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $345,617 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,282 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,598,930 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,598,930 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,984 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,544,946 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $177,247 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $177,247 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,979 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,979 | TotalTaxAmt |
| Distributable Before Adj | $175,268 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $175,268 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $175,268 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $239,046 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $239,046 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $239,046 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $175,268 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $31,143 | UndistributedIncomePYAmt |
| Qualifying Distributions | $239,046 | QualifyingDistributionsAmt |
| Applied To Year1 | $31,143 | AppliedToYear1Amt |
| Applied To Current Year | $175,268 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,635 | RemainingDistriFromCorpusAmt |
| Total Corpus | $32,635 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $32,635 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $32,635 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANET QUISENBERRY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 COMMERCE ST STE 1790 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9728033409 | 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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVOCATES FOR COMMUNITY TRANSFORM | ||||||||
| PO BOX 225225 | DALLAS | TX | 75222 | NONE | PUBLIC CHTY | AV EQUIPMENT RENOVATION | $8,000 | |
| ALLEN COMMUNITY OUTREACH | ||||||||
| 801 EAST MAIN ST | ALLEN | TX | 75002 | NONE | PUBLIC CHTY | CARGO VAN | $10,000 | |
| ALLIANCE FOR CHILDREN | ||||||||
| 908 SOUTHLAND AVE | FORT WORTH | TX | 76104 | NONE | PUBLIC CHTY | ROOM MAKEOVER PROJECT | $10,000 | |
| BEACON HILL PREPARATORY INSTITUTE | ||||||||
| 1402 CORINTH STE 257 | DALLAS | TX | 75212 | NONE | PUBLIC CHTY | TUTORING PROGRAM | $7,500 | |
| COMMUNITIES IN SCHOOLS OF | ||||||||
| 5601 BRIDGE ST STE 501 | FORT WORTH | TX | 76112 | NONE | PUBLIC CHTY | SOCIAL WORK MONNIG MIDDLE SCHOOL | $5,000 | TARRANT COUNTY |
| BRIGHTER TOMORROWS | ||||||||
| 928 BLUEBIRD DR | IRVING | TX | 75062 | NONE | PUBLIC CHTY | BOX TRUCK REPAIRS | $5,000 | |
| CENTER OF HOPE PARKER COUNTY | ||||||||
| 1318 CLEAR LAKE RD | WEATHERFORD | TX | 76086 | NONE | PUBLIC CHTY | FAMILY EMPOWERMENT PROGRAM | $10,300 | |
| CHRIST'S HAVEN FOR CHILDREN | ||||||||
| 4200 KELLER-HASLET RD | KELLER | TX | 76244 | NONE | PUBLIC CHTY | FOOD, CLOTHING & SUPPLIES | $10,000 | |
| COMMUNITY FOOD BANK | ||||||||
| 3000 GALVEZ AVE | FORT WORTH | TX | 76111 | NONE | PUBLIC CHTY | FORKLIFT | $15,000 | |
| COMMUNITY PARTNERS OF DALLAS | ||||||||
| 7950 ELMBROOK DR | DALLAS | TX | 75247 | NONE | PUBLIC CHTY | EMERGENCY ITEMS FOR FAMILIES | $5,000 | |
| CROSSROADS COMMUNITY SERVICES | ||||||||
| 4500 S COCKRELL HILL RD | DALLAS | TX | 75236 | NONE | PUBLIC CHTY | PALLET JACK | $5,000 | |
| DALLAS BETHLEHEM CENTER | ||||||||
| 4410 LELAND AVE | DALLAS | TX | 75215 | NONE | PUBLIC CHTY | EARLY CHILDHOOD PLAYGROUND EQUIP | $10,000 | |
| EDUCATIONAL FIRST STEPS | ||||||||
| 2815 GASTON AVE | DALLAS | TX | 75226 | NONE | PUBLIC CHTY | EQUIPMENT & SUPPLIES FOR FAMILIES | $7,500 | |
| GIRLS EMPOWERMENT NETWORK | ||||||||
| 2801 IH35 STE 110 | AUSTIN | TX | 78741 | NONE | PUBLIC CHTY | GIRL CONNECT PROGRAM DISD | $5,000 | |
| IMPOSSIBLE POSSIBILITIES | ||||||||
| PO BOX 470906 | FORT WORTH | TX | 76147 | NONE | PUBLIC CHTY | READING ACHIEVEMENT PROGRAM FWISD | $5,000 | |
| LIFEWSNAP | ||||||||
| PO BOX 192 | COLLEYVILLE | TX | 76034 | NONE | PUBLIC CHTY | SUPPLIES FOR ART THERAPY PROGRAM | $5,000 | |
| METHODIST JUSTICE MINISTRY | ||||||||
| 750 W 5TH ST | FORT WORTH | TX | 76201 | NONE | PUBLIC CHTY | SAFE HOME PROGRAM | $10,000 | |
| METROCREST SERVICES | ||||||||
| 13081 HUTTON DR STE 150 | FARMERS BRANCH | TX | 75234 | NONE | PUBLIC CHTY | FORKLIFT | $7,500 | |
| MISSION CENTRAL | ||||||||
| 740 E PIPELINE DR | HURST | TX | 76053 | NONE | PUBLIC CHTY | FREEZER REPAIR | $1,040 | |
| MOTHERS' MILK BANK OF NORTH TX | ||||||||
| 7616 BENBROOK PKWY | FORT WORTH | TX | 76126 | NONE | PUBLIC CHTY | ADDITIONAL FREEZER CAPACITY | $3,000 | |
| NEW DAY SERVICES | ||||||||
| 6816 CAMP BOWIE BLVD 112 | FORT WORTH | TX | 76116 | NONE | PUBLIC CHTY | TECH EQUIP TO MEET STATE REQUIREMENT | $6,790 | |
| NEXUS RECOVERY CENTER | ||||||||
| 8733 LA PRADA DR | DALLAS | TX | 75238 | NONE | PUBLIC CHTY | SUPPLIES FOR MOTHERS & CHILDREN | $10,000 | |
| OUT TEACH | ||||||||
| 1700 UNIVERSITY DR STE 26 | FORT WORTH | TX | 76107 | NONE | PUBLIC CHTY | DISD ELEMENTARY LAB REPAIRS | $15,000 | |
| PELOTONU | ||||||||
| 500 EAST ST JOHNS AVE | AUSTIN | TX | 78752 | NONE | PUBLIC CHTY | TECHNOLOGY SUPPORT FOR STUDENTS | $8,000 | |
| PROJECT TRANSFORMATION OF | ||||||||
| 3200 E ROSEDALE ST | FORT WORTH | TX | 76105 | NONE | PUBLIC CHTY | FOOD & SUPPLIES | $5,000 | CENTRAL TEXAS |
| READERS 2 LEADERS | ||||||||
| PO BOX 195076 | DALLAS | TX | 75219 | NONE | PUBLIC CHTY | FURNITURE FOR NEW FACILITY | $9,000 | |
| SIMPLY GRACE | ||||||||
| PO BOX 180172 | DALLAS | TX | 75218 | NONE | PUBLIC CHTY | SUPPLIES & RENOVATIONS | $5,000 | |
| THE WELL | ||||||||
| 125 SUNSET AVE | DALLAS | TX | 75208 | NONE | PUBLIC CHTY | TECHNOLOGY EQUIPMENT REPLACEMENT | $10,000 | |
| TRINITY RESTORATION MINISTRIES | ||||||||
| 2728 HOLES ST | DALLAS | TX | 75215 | NONE | PUBLIC CHTY | A/C UNIT REPAIRS | $5,000 | |
| UNBOUND FORT WORTH | ||||||||
| 5049 TRIAL LAKE DR | FORT WORTH | TX | 76133 | NONE | PUBLIC CHTY | OFFICE EQUIPMENT & FURNITURE | $5,000 | |
| WOMEN'S CHOICE RESOURCE CENTER | ||||||||
| 324 S RAND ST | FORT WORTH | TX | 76103 | NONE | PUBLIC CHTY | EDUCATIONAL PARENTING CLASSES | $7,916 | |
| YOUTH BELIEVING IN CHANGE | ||||||||
| 8574 STULTS RD | DALLAS | TX | 75243 | NONE | PUBLIC CHTY | FACILITY REPAIRS | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $239,046 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $677 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,291 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,195 | ExclusionAmt |
| Related Or Exempt Function Incm | $100,977 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $60,163 | ExclusionAmt |
| Related Or Exempt Function Incm | $100,977 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $161,140 | 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 |
|---|---|---|---|---|---|---|
| STEVEN BAIRD | ||||||
| 1 | 2441 WINTON TERRACE WEST | FORT WORTH | TX | 76109 | $5,100 | Yes (X) |
| JOHN ENGERT | ||||||
| 2 | 58 WATERFORD BEND | THE WOODLANDS | TX | 77381 | $6,100 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,550 | Amt |
| Net Investment Income | $1,550 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CALAMOS MARKET NEUTRAL I | $55,658 | $57,594 |
| DOUBLELINE FLEXIBLE INCOME | ||
| DOUBLELINE TOTAL RETURN | $149,005 | $144,736 |
| FROST TOTAL RETURN | $110,000 | $109,363 |
| GOLDMAN SACHS CORE FIXED | $53,786 | $52,585 |
| GUGGENHEIM MACRO OPPORTUNITY | $55,000 | $57,338 |
| ISHARES 0-5 YEAR TIPS | $35,881 | $36,028 |
| JPMORGAN GLOBAL BOND | $54,978 | $57,734 |
| OSTERWEIS STRATEGIC INCOME | $67,078 | $66,743 |
| PIMCO ENHANCED SHORT | $55,234 | $55,612 |
| TEMPLETON GLOBAL BOND | $58,576 | $44,695 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOYFMVEOYFMVAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| 1ST FINANCIAL BANCSHARES | $143,434 | |
| ABBOTT LABS | $120,988 | $26,971 |
| ACUITY BRANDS INC | $40,565 | $34,988 |
| ACUSHNET HOLDINGS CO | $98,310 | $43,312 |
| ALPHABET INC CLASS C | $96,353 | $43,975 |
| AMERICAN INTL GROUP | $47,325 | $43,613 |
| APPLE COMPUTER INC | $366,224 | $20,534 |
| BERKSHIRE HATHAWAY CI B | $106,660 | $32,517 |
| CENTERSTREET BANK CORP | ||
| CHARLES SCHWAB CORP | $48,266 | $10,565 |
| COCA COLA COMPANY | $76,776 | $47,276 |
| CONOCO PHILLIPS | $15,996 | $17,023 |
| DOLLAR GENERAL CORP | $118,820 | $39,100 |
| EXXON MOBIL CORPORATION | $28,318 | $44,183 |
| GENERAL DYNAMICS CORP | $61,016 | $51,572 |
| GOLDMAN SACHS GROUP | $81,750 | $61,368 |
| GOLDMAN SACHS GQG | $36,340 | $30,364 |
| JOHNSON & JOHNSON | $99,936 | $38,670 |
| MATADOR RESOURCES | $44,622 | $36,383 |
| MATTHEWS ASIA DIVIDEND | $20,170 | $15,328 |
| MATTHEWS ASIA GROWTH | $23,316 | $16,171 |
| MICROSOFT CORP | $269,128 | $30,492 |
| MIDDLEBY CORP | $43,833 | $34,906 |
| OAKMARK INTERNATIONAL CL I | $24,943 | $23,077 |
| ORACLE CORP | $97,035 | $49,984 |
| PEPSICO INCORPORATED | $96,395 | $39,180 |
| ROSS STORES INC | $110,529 | $30,338 |
| SOUTH ST CORP | $38,391 | $25,941 |
| TEXAS ROADHOUSE | ||
| THERMO FISHER SCIENTIFIC | $132,747 | $12,562 |
| UNIVAR INC | $27,850 | $34,518 |
| VANGUARD FTSE EUROPE | $24,397 | $22,606 |
| VANGUARD PACIFIC VPRS | $17,589 | $15,097 |
| VEREIT INC | $33,066 | $34,461 |
| VIACOMCBS INC CLASS B | $32,975 | $37,134 |
| WELLS FARGO BANK | $33,198 | $50,636 |
| WPX ENERGY INC | $24,450 | $54,753 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $135,598 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $139,424 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $8,660 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $10,149 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| POSTAGE & MAILING | $85 |
| WEBSITE EXPENSE | $100 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $11,945 | Amt |
| Net Investment Income | $11,945 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON NET INVESTMENT INC | CategoryTxt |
| Amt | $4,639 | Amt |
| Net Investment Income | $4,639 | NetInvestmentIncomeAmt |