NINNIE L BAIRD FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NINNIE L BAIRD FOUNDATION (EIN 75-2734849)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-30
- IRS object ID
- 202011219349100111
- Schema version
- 2019v5.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-30T12:55:04-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A WILSON CPA | PreparerPersonNm |
| PTIN | P00295916 | PTIN |
| Phone | 8173328700 | PhoneNum |
| Preparation | 2020-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $3,478,731 | 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 | $46,700 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,861 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,861 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,043 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,043 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $266,124 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $779,375 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $266,124 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $378,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $332,028 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $775 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $775 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,050 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,050 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,495 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,495 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $351 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $351 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,730 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $586 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $586 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,320 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,712 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $197,961 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $197,961 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,723 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,320 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,673 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $164,005 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $318,708 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,146 | CashBOYAmt |
| Cash EOY | $97,598 | CashEOYAmt |
| Cash EOYFMV | $97,598 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $227,242 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $389,729 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $389,729 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,054 | AcctRcvblAmt |
| Acct Rcvbl BOY | $189 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,054 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,054 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $183,325 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $108,579 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $109,743 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,047,279 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,054,039 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,301,946 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $538,266 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $544,453 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $523,295 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $55,234 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $55,234 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $55,366 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,086,681 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,250,686 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,478,731 | 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 | $1,061,681 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,225,686 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,086,681 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,250,686 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,086,681 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,250,686 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,086,681 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $164,005 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,250,686 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,250,686 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TREASURY NOTES | P | $200,000 | $200,000 | ||||
| 1ST FINANCIAL BANKSHARES | P | $54,758 | $5,121 | 2001-06-04 | 2019-11-26 | $49,637 | $49,637 |
| ABBOTT LABORATORIES | P | $19,955 | $7,659 | 2013-01-08 | 2019-11-26 | $12,296 | $12,296 |
| ALLERGAN PLC | P | $42,309 | $67,445 | 2019-05-09 | -$25,136 | -$25,136 | |
| DOLLAR GENERAL CORP | P | $24,034 | $11,814 | 2016-09-01 | 2019-11-26 | $12,220 | $12,220 |
| MATTHEWS ASIAN GROWTH & INC | P | $50,534 | $65,000 | 2014-09-17 | 2019-10-30 | -$14,466 | -$14,466 |
| OHIO COUNTY WV COMM BONDS | P | $25,000 | $25,000 | 2015-07-08 | 2019-09-30 | ||
| ROSS STORES INC | P | $5,301 | $1,685 | 2014-07-03 | 2019-07-22 | $3,616 | $3,616 |
| US TREASURY NOTE | P | $25,000 | $25,000 | 2018-07-19 | 2019-10-31 | ||
| AMERICAN FD EUROPACIFIC GROWTH | P | $70,705 | $39,587 | 2008-12-23 | 2019-10-31 | $31,118 | $31,118 |
| APPLE INC | P | $117,488 | $14,399 | 2010-03-05 | 2019-11-26 | $103,089 | $103,089 |
| BERKSHIRE HATHAWAY | P | $18,984 | $7,292 | 2011-04-13 | 2019-11-26 | $11,692 | $11,692 |
| GARZA COUNTY TX BONDS | P | $5,000 | $5,003 | 2012-03-29 | 2019-10-01 | -$3 | -$3 |
| MEMPHIS CTR CITY BONDS | P | $20,000 | $19,890 | 2012-04-12 | 2019-12-16 | $110 | $110 |
| MICROSOFT CORP | P | $68,131 | $13,620 | 2008-06-05 | 2019-11-26 | $54,511 | $54,511 |
| THERMO FISHER SCIENTIFIC | P | $32,023 | $4,736 | 2010-09-07 | 2019-11-26 | $27,287 | $27,287 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $266,124 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $175,676 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,995,155 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058653 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $153,526 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,917,049 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052631 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $130,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,682,417 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048464 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $130,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,738,629 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047469 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $127,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,665,180 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047839 | DistributionYr5Rt |
| Total Distribution | 0.255056 | TotalDistributionRt |
| Average Distribution | 0.051011 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,175,022 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $161,961 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,187 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $165,148 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $199,673 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,187 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,187 | SubtotalAmt |
| Tax Based On Investment Income | $3,187 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,220 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,220 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $1,979 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | P BRADLEY LUMMIS | IndividualWithBooksNm |
| Phone | 8173480577 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 COMMERCE ST SUITE 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 | 0.25 | $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 | 0.25 | $0 | $0 | $0 | UNIT 1 S |
| STEVEN BAIRD | |||||||||
| 2441 WINTON TERRACE WEST | FORT WORTH | TX | 76109 | DIRECTOR | 0.15 | $0 | $0 | $0 | |
| JOHN ENGERT | |||||||||
| 58 WATERFORD BEND | THE WOODLANDS | TX | 77381 | DIRECTOR | 0.15 | $0 | $0 | $0 | |
| RICK LINDBERG | |||||||||
| 1700 HEARTHSTONE DR | PLANO | TX | 75023 | DIRECTOR | 0.15 | $0 | $0 | $0 | |
| STEPHANIE REYNOLDS HARVEY | |||||||||
| 4316 RIDGEHAVEN CT | FORT WORTH | TX | 76116 | DIRECTOR | 0.15 | $0 | $0 | $0 | |
| GREG WHITHEAD | |||||||||
| 424 HAZELWOOD DRIVE WEST | FORT WORTH | TX | 76107 | DIRECTOR | 0.15 | $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 | $2,847,461 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $374,858 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,054 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,223,373 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,223,373 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,351 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,175,022 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $158,751 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $158,751 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,187 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,187 | TotalTaxAmt |
| Distributable Before Adj | $155,564 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $155,564 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $155,564 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,673 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $199,673 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,187 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $196,486 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $155,564 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $75,252 | UndistributedIncomePYAmt |
| Qualifying Distributions | $199,673 | QualifyingDistributionsAmt |
| Applied To Year1 | $75,252 | AppliedToYear1Amt |
| Applied To Current Year | $124,421 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $31,143 | UndistributedIncomeCYAmt |
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 (22 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 |
|---|---|---|---|---|---|---|---|---|
| ARLINGTON LIFE SHELTER | ||||||||
| 325 W DIVISION ST | ARLINGTON | TX | 76011 | NONE | PUBLIC CHTY | TECHNOLOGY EQUIPMENT | $6,280 | |
| BOYS & GIRLS CLUB OF GREATER | ||||||||
| 328 E BELKNAP ST | FORT WORTH | TX | 76111 | NONE | PUBLIC CHTY | SOFTWARE FOR READING INITIATIVE | $10,000 | TARRANT COUNTY |
| BRAVELOVE | ||||||||
| 2633 MCKINNEY AVE 130-26 | DALLAS | TX | 75204 | NONE | PUBLIC CHTY | EDUC RESOURCES/BIRTH MOM SUPPORT | $7,500 | |
| CASA OF DENTON COUNTY | ||||||||
| 614 N BELL AVE | DENTON | TX | 76209 | NONE | PUBLIC CHTY | OFFICE EQUIPMENT | $6,500 | |
| COMMUNITIES IN SCHOOLS OF | ||||||||
| 5601 BRIDGE ST STE 501 | FORT WORTH | TX | 76112 | NONE | PUBLIC CHTY | SOCIAL WORK MONNIG MIDDLE SCHOOL | $10,000 | TARRANT COUNTY |
| COMO MONTESSORI | ||||||||
| 4001 LITTLEPAGE ST | FORT WORTH | TX | 76107 | NONE | PUBLIC CHTY | CLASSROOM RESOURCES/ENRICHMENT | $10,000 | |
| FAMILY SERVICE ASSOCIATION | ||||||||
| 702 SAN PEDRO | SAN ANTONIO | TX | 76212 | NONE | PUBLIC CHTY | POR LOS NINOS PROJECT SUPPORT | $5,000 | OF SAN ANTONIO |
| FORT WORTH PREGNANCY CENTER | ||||||||
| 3221 CLEBURNE RD | FORT WORTH | TX | 76110 | NONE | PUBLIC CHTY | OFFICE/INTERIOR BUILDING EQUIPMENT | $11,602 | |
| HEALING HANDS MINISTRIES | ||||||||
| 8515 GREENVILLE STE N-112 | DALLAS | TX | 75243 | NONE | PUBLIC CHTY | COMMUNITY CAFES EQUIP/EXPENSES | $10,000 | |
| THE KEY CENTER | ||||||||
| 3947 EAST LOOP 820 SOUTH | FORT WORTH | TX | 76119 | NONE | PUBLIC CHTY | MULTISENSORY PLAYGROUND | $15,000 | |
| LITERACY UNITED | ||||||||
| 3145 MCCART | FORT WORTH | TX | 76110 | NONE | PUBLIC CHTY | READING PROGRAM SUPPORT | $10,000 | |
| MI ESCUELITA | ||||||||
| 4231 MAPLE AVE | DALLAS | TX | 75219 | NONE | PUBLIC CHTY | ASPIRE PROGRAM PARENT TRAINING | $10,000 | |
| MY POSSIBILITIES | ||||||||
| 3601 MAPLESHADE LN | PLANO | TX | 75075 | NONE | PUBLIC CHTY | COMMERCIAL KITCHEN EQUIPMENT | $13,355 | |
| NEW DAY ARLINGTON | ||||||||
| PO BOX 171722 | ARLINGTON | TX | 76003 | NONE | PUBLIC CHTY | AISD STUDENT WEEKEND FOOD PROGRAM | $5,000 | |
| NORTHSIDE INTER-COMMUNITY | ||||||||
| 1600 CIRCLE PARK BLVD | FORT WORTH | TX | 76164 | NONE | PUBLIC CHTY | UPGRADE TECHNOLOGY INFRASTRUCTURE | $10,424 | AGENCY (NICA) |
| SAN FRANCISCO NATIVITY ACADEMY | ||||||||
| 5808 RENWICK DR | HOUSTON | TX | 77081 | NONE | PUBLIC CHTY | FACILITIES REPAIRS | $6,000 | OF HOUSTON |
| TEXAS BALLET THEATRE | ||||||||
| 1540 MALL CIRCLE | FORT WORTH | TX | 76116 | NONE | PUBLIC CHTY | CITYDANCE EDUCATON PROGRAM | $10,000 | |
| THE ARK GROUP | ||||||||
| 2828 FISH TRAP RD | DALLAS | TX | 75212 | NONE | PUBLIC CHTY | PARENTING SUPPORT PROGRAM | $10,000 | |
| THE ARTIST OUTREACH | ||||||||
| 10000 N CENTRAL EXWY 400 | DALLAS | TX | 75231 | NONE | PUBLIC CHTY | STREAMLINERS ARTS-INTEGRATED PROGRAM | $10,000 | |
| THE LADDER ALLIANCE | ||||||||
| 1100 HEMPHILL STE 301 | FORT WORTH | TX | 76104 | NONE | PUBLIC CHTY | COMPUTER CHAIRS FOR CLASSROOM | $6,000 | |
| THE NET | ||||||||
| PO BOX 470928 | FORT WORTH | TX | 76147 | NONE | PUBLIC CHTY | SUMMER LADERA KIDS' PROGRAM | $5,800 | |
| W2W | ||||||||
| PO BOX 610 | DENTON | TX | 76202 | NONE | PUBLIC CHTY | TELEPHONE SYSTEMS | $9,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $197,961 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,861 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,043 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $153 | ExclusionAmt |
| Related Or Exempt Function Incm | $265,971 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $66,057 | ExclusionAmt |
| Related Or Exempt Function Incm | $265,971 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $332,028 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| STEVEN BAIRD | ||||||
| 1 | 2441 WINTON TERRACE WEST | FORT WORTH | TX | 76109 | $5,000 | Yes (X) |
| JOHN ENGERT | ||||||
| 2 | 58 WATERFORD BEND | THE WOODLANDS | TX | 77381 | $6,100 | Yes (X) |
| MARGIE REYNOLDS | ||||||
| 3 | 5111 PALUXY HWY | GRANBURY | TX | 76048 | $20,000 | 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 | $775 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $775 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE FLEXIBLE INCOME | $56,780 | $54,832 |
| DOUBLELINE TOTAL RETURN | $144,548 | $139,357 |
| FROST TOTAL RETURN | $110,000 | $109,894 |
| GUGGENHEIM MACRO OPPORTUNITY | $55,000 | $53,664 |
| JPMORGAN GLOBAL BOND | $54,978 | $55,437 |
| OSTERWEIS STRATEGIC INCOME | $64,571 | $61,220 |
| TEMPLETON GLOBAL BOND | $58,576 | $48,891 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1ST FINANCIAL BANCSHARES | $1,055 | $153,211 |
| ABBOTT LABS | $29,967 | $103,798 |
| ACUSHNET HOLDINGS CO | $43,312 | $78,812 |
| ALLERGAN | ||
| ALPHABET INC CLASS C | $43,975 | $73,536 |
| AMERICAN FDS EUROPACIFIC | ||
| AMERICAN INTL GROUP | $43,613 | $64,163 |
| APPLE COMPUTER INC | $22,867 | $224,642 |
| BERKSHIRE HATHAWAY CI B | $32,517 | $104,190 |
| CENTERSTREET BANK CORP | $25,964 | $44,240 |
| CHARLES SCHWAB CORP | $10,565 | $43,280 |
| COCA COLA COMPANY | $47,276 | $77,490 |
| CONOCO PHILLIPS | $17,023 | $26,012 |
| DOLLAR GENERAL CORP | $43,530 | $97,488 |
| EXXON MOBIL CORPORATION | $44,183 | $47,939 |
| GOLDMAN SACHS GDG | $30,301 | $31,390 |
| JOHNSON & JOHNSON | $38,670 | $92,627 |
| MATADOR RESOURCES | $36,383 | $66,489 |
| MATTHEWS ASIA DIVIDEND | $15,131 | $15,368 |
| MATTHEWS ASIA GROWTH | $15,202 | $15,887 |
| MICROSOFT CORP | $34,138 | $211,318 |
| MIDDLEBY CORP | $34,906 | $37,237 |
| OAKMARK INTERNATIONAL CL I | $22,996 | $23,774 |
| ORACLE CORP | $49,984 | $79,470 |
| PEPSICO INCORPORATED | $39,180 | $88,835 |
| ROSS STORES INC | $30,338 | $104,778 |
| TEXAS ROADHOUSE | $37,623 | $39,424 |
| THERMO FISHER SCIENTIFIC | $14,135 | $103,958 |
| UNIVAR INC | $34,518 | $35,512 |
| VANGUARD FTSE EUROPE | $22,606 | $23,733 |
| VANGUARD PACIFIC VPRS | $15,097 | $15,377 |
| VEREIT INC | $34,461 | $40,425 |
| VIACOMCBS INC CLASS B | $37,134 | $37,143 |
| WELLS FARGO BANK | $50,636 | $59,180 |
| WPX ENERGY INC | $54,753 | $41,220 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $99,919 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $99,540 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $8,660 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $10,203 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PIMCO EXCHANGE TRADED FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $55,234 | BookValueAmt |
| EOYFMV | $55,366 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| POSTAGE & MAILING | $20 | $20 |
| TELEPHONE | $566 | $566 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $11,050 | Amt |
| Net Investment Income | $11,050 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON NET INVESTMENT INC | CategoryTxt |
| Amt | $1,495 | Amt |
| Net Investment Income | $1,495 | NetInvestmentIncomeAmt |