NINNIE L BAIRD FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NINNIE L BAIRD FOUNDATION (EIN 75-2734849)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-15
- IRS object ID
- 201902889349100210
- Schema version
- 2018v3.1
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-15T09:21:25-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-10-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A WILSON CPA | PreparerPersonNm |
| PTIN | P00295916 | PTIN |
| Phone | 8173328700 | PhoneNum |
| Preparation | 2019-10-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-15 | IPDt |
| IP Tm | 09:21:25 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1AD1FA0F6F38F4B6A63727EE2603EA0DA82E57D9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AF4821F9D76A72C859D343DB89F1B8E206218165 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,966,960 | 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 | $49,505 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,272 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,272 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,167 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,167 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $70,303 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $293,651 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,303 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $291 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $183,538 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,742 | 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 | $11,031 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,031 | OtherProfFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $296 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $296 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,902 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,831 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,071 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $175,824 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $175,824 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $188,726 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,831 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $176,895 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,188 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,911 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,053 | CashBOYAmt |
| Cash EOY | $35,146 | CashEOYAmt |
| Cash EOYFMV | $35,146 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $234,763 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $227,242 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $227,242 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $189 | AcctRcvblAmt |
| Acct Rcvbl BOY | $189 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $189 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $189 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $59,979 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $174,665 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $173,841 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,115,011 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,047,279 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,955,613 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $662,874 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $602,160 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $574,929 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,091,869 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,086,681 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,966,960 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $1,025,000 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,025,000 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,066,869 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,061,681 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,091,869 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,086,681 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,091,869 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,086,681 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,091,869 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,188 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,086,681 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,086,681 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AQR MGD FUTURES STRAT FD CL N | P | 2015-06-02 | 2018-02-08 | $52,341 | $67,850 | -$15,509 | -$15,509 |
| CHARLES SCHWAB CORP | P | 2015-07-31 | 2018-01-16 | $4,998 | $1,095 | $3,903 | $3,903 |
| CHARTER FINANCIAL CO | P | 2013-09-26 | 2018-09-05 | $5,520 | $5,520 | $5,520 | |
| MATADOR RESOURCES CO | P | 2012-02-27 | 2018-01-16 | $9,796 | $3,599 | $6,197 | $6,197 |
| SOUTHWESTERN ENERGY | P | 2012-02-27 | 2018-01-16 | $5,796 | $42,225 | -$36,429 | -$36,429 |
| BERKSHIRE HATHAWAY | P | 2011-04-13 | 2018-01-16 | $5,296 | $2,026 | $3,270 | $3,270 |
| CENTERSTATE BANK CORP | P | 2013-09-26 | 2018-09-06 | $6 | $3 | $3 | $3 |
| GARZA CO TX PUBLIC LEASE BONDS | P | 2012-03-29 | 2018-10-01 | $5,000 | $5,002 | -$2 | -$2 |
| JOHNSON & JOHNSON | P | 2005-08-19 | 2018-01-16 | $9,587 | $4,146 | $5,441 | $5,441 |
| LANCASHIRE HOLDING ORDF | P | 2016-03-15 | 2018-10-12 | $30,089 | $31,194 | -$1,105 | -$1,105 |
| PROCTOR & GAMBLE | P | 2002-01-19 | 2018-02-01 | $30,043 | $21,441 | $8,602 | $8,602 |
| ROCKWELL COLLINS INC | P | 2008-08-27 | 2018-10-25 | $45,424 | $18,054 | $27,370 | $27,370 |
| TARGET CORP | P | 2012-09-17 | 2018-03-07 | $22,131 | $15,495 | $6,636 | $6,636 |
| VAN BUREN CN AR S/T EXCISE BONDS | P | 2010-09-17 | 2018-11-01 | $5,000 | $4,955 | $45 | $45 |
| 1ST NATIONAL BANKSHARES | P | 2001-06-04 | 2018-01-16 | $55,306 | $6,263 | $49,043 | $49,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,303 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $153,526 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,917,049 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052631 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $130,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,682,417 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048464 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $130,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,738,629 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047469 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $127,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,665,180 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047839 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $128,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,535,387 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050683 | DistributionYr5Rt |
| Total Distribution | 0.247086 | TotalDistributionRt |
| Average Distribution | 0.049417 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,995,155 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $148,012 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,219 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $149,231 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $176,895 | 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 | $1,219 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,219 | SubtotalAmt |
| Tax Based On Investment Income | $1,219 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $944 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $944 | TotalPaymentsAndCreditsAmt |
| Tax Due | $275 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| 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 | 0.25 | $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 | $2,778,378 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $262,388 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,040,766 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,040,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,611 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,995,155 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,758 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,758 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,219 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,219 | TotalTaxAmt |
| Distributable Before Adj | $148,539 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $148,539 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $148,539 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $176,895 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $176,895 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,219 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $175,676 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $148,539 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $103,608 | UndistributedIncomePYAmt |
| Qualifying Distributions | $176,895 | QualifyingDistributionsAmt |
| Applied To Year1 | $103,608 | AppliedToYear1Amt |
| Applied To Current Year | $73,287 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $75,252 | 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 (17 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AINMANOS UNIDAS | |||||||||
| 2600 N STEMMONS FWY 151 | DALLAS | TX | 75207 | NONE | PUBLIC CHTY | EQUIPMENT FOR NEW KITCHEN | $5,000 | ||
| BIG BROTHERS BIG SISTERS MIDLAND | |||||||||
| 714 W LOUISIANA AVE | MIDLAND | TX | 79701 | NONE | PUBLIC CHTY | READING BUDDIES PROGRAM | $5,000 | ||
| CANDLELIGHT RANCH | |||||||||
| PO BOX 26367 | AUSTIN | TX | 78755 | NONE | PUBLIC CHTY | STABLES EXPANSION | $15,000 | ||
| COMMUNITIES IN SCHOOLS | |||||||||
| 6707 BRENTWOOD STAIR RD | FORT WORTH | TX | 76112 | NONE | PUBLIC CHTY | TECHNOLOGY ENHANCEMENT-STAFF/OFFICE | $15,000 | GREATER TARRANT CO | SUITE 510 |
| COMMUNITY STOREHOUSE | |||||||||
| 12001 KATY RD | FORT WORTH | TX | 76244 | NONE | PUBLIC CHTY | FEEDING PROGRAMS FOR CHILDREN | $10,000 | ||
| DALLAS LIFE | |||||||||
| 1100 CADIZ STREET | DALLAS | TX | 75215 | NONE | PUBLIC CHTY | SUPPLIES FOR CHILDRENS' SHELTER | $10,000 | ||
| EXODUS MINISTRIES | |||||||||
| 4630 MUNGER AVENUE 110 | DALLAS | TX | 75204 | NONE | PUBLIC CHTY | UPDATED VIDEO SURVEILLANCE SYSTEM | $8,155 | ||
| FAMILY COMPASS | |||||||||
| 4210 JUNIUS STREET | DALLAS | TX | 75246 | NONE | PUBLIC CHTY | UPGRADED TECHNOLOGY FOR STAFF | $10,000 | ||
| FW HOPE CENTER | |||||||||
| 3625 E LOOP 820 S | FORT WORTH | TX | 76119 | NONE | PUBLIC CHTY | WAREHOUSE EQUIPMENT | $10,000 | ||
| PROMISE HOUSE | |||||||||
| 224 W PAGE AVENUE | DALLAS | TX | 75208 | NONE | PUBLIC CHTY | DRESSERS-EMERGENCY YOUTH SHELTOR | $12,000 | ||
| RANCH HAND RESCUE | |||||||||
| 9477 FORT WORTH DRIVE | DENTON | TX | 76226 | NONE | PUBLIC CHTY | ANIMAL SHELTERS FOR TRAUMA PROGRAMS | $10,000 | ||
| RECOVERY RESOURCE COUNCIL | |||||||||
| 2700 AIRPORT FREEWAY | FORT WORTH | TX | 76111 | NONE | PUBLIC CHTY | SUPPLIES YOUTH PREVENTION PROGRAMS | $5,000 | ||
| RISE ADAPTIVE SPORTS | |||||||||
| PO BOX 141122 | IRVING | TX | 75014 | NONE | PUBLIC CHTY | ADAPTIVE SPORTS EQUIPMENT | $10,669 | ||
| CITY OF ROCKPORTMEMORIAL FIELD | |||||||||
| 201 MAIN STREET SUITE 250 | FORT WORTH | TX | 76102 | NONE | PUBLIC CHTY | REBUILD GIRLS' SOFTBALL FIELD | $20,000 | ||
| SAFE HAVEN | |||||||||
| 1100 HEMPHILL STREET | FORT WORTH | TX | 76104 | NONE | PUBLIC CHTY | COMPUTERS-WOMEN & CHILDREN FACILITY | $10,000 | ||
| ST MARY OF CARMEL CATHOLIC SCHOOL | |||||||||
| 1716 SINGLETON BLVD | DALLAS | TX | 75212 | NONE | PUBLIC CHTY | BLENDED LEARNING SOFTWARE PROGRAM | $10,000 | ||
| THE CLIBURN | |||||||||
| 201 MAIN STREET SUITE 100 | FORT WORTH | TX | 76102 | NONE | PUBLIC CHTY | CLIBURN IN THE CLASSROOM MUSIC EDUC | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $175,824 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,272 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,167 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,318 | ExclusionAmt |
| Related Or Exempt Function Incm | $62,985 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF EXCESS EXCISE TAX | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $291 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $71,048 | ExclusionAmt |
| Related Or Exempt Function Incm | $62,985 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $134,033 | 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 | $6,000 | 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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $37,626 | $103,070 |
| ACUSHNET HOLDINGS CO | $43,312 | $51,095 |
| ALLERGAN | $67,445 | $40,098 |
| ALPHABET INC CLASS C | $43,974 | $56,959 |
| AMERICAN FDS EUROPACIFIC | $39,587 | $59,278 |
| AMERICAN INTL GROUP | $43,613 | $49,263 |
| APPLE COMPUTER INC | $37,266 | $193,232 |
| BERKSHIRE HATHAWAY CI B | $39,809 | $112,299 |
| CENTERSTREET BANK CORP | $25,967 | $37,262 |
| CHARLES SCHWAB CORP | $10,565 | $37,792 |
| CONOCO PHILLIPS | $17,023 | $24,940 |
| DOLLAR GENERAL CORP | $55,344 | $84,823 |
| EXXON MOBIL CORPORATION | $44,183 | $46,847 |
| 1ST FINANCIAL BANCSHARES | $6,176 | $173,070 |
| JOHNSON & JOHNSON | $38,670 | $81,947 |
| LANCASHIRE HOLDINGS ORDF | ||
| MATADOR RESOURCES | $36,382 | $57,461 |
| MATTHEWS ASIAN GROWTH | $65,000 | $45,559 |
| MICROSOFT CORP | $47,758 | $182,826 |
| MIDDLEBY CORP | $34,906 | $34,928 |
| ORACLE CORP | $49,984 | $67,725 |
| PEPSICO INCORPORATED | $39,180 | $71,812 |
| PROCTOR & GAMBLE CO | ||
| ROCKWELL COLLINS INC | ||
| ROSS STORES INC | $32,024 | $79,040 |
| SOUTHWEST ENERGY CO | ||
| TARGET CORPORATION | ||
| THE COCA COLA COMPANY | $47,276 | $66,290 |
| THERMO FISHER SCIENTIFIC | $18,871 | $95,111 |
| VEREIT INC | $34,461 | $31,281 |
| WELLS FARGO BANK | $36,124 | $37,555 |
| WPX ENERGY INC | $54,753 | $34,050 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $124,643 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $124,438 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $50,022 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $49,403 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AQR MGD FUTURES STRAT FD | AT COST | ||
| DOUBLELINE FLEXIBLE INCOME | AT COST | $56,780 | $53,477 |
| DOUBLELINE TOTAL RETURN | AT COST | $139,892 | $131,905 |
| FROST TOTAL RETURN BOND | AT COST | $110,000 | $108,301 |
| GUGGENHEIM MACRO OPPTY | AT COST | $55,000 | $54,228 |
| JP MORGAN GLOBAL BOND | AT COST | $55,000 | $52,212 |
| OSTERWEIS STRATEGIC | AT COST | $61,641 | $58,109 |
| PIMCO EXCHANGE TRADED FUND | AT COST | $55,234 | $55,018 |
| TEMPLETON GLOBAL BOND FUND | AT COST | $59,953 | $51,536 |
| TOBACCO SETTLEMENT AUTH IOWA | AT COST | $8,660 | $10,143 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF EXCESS EXCISE TAX | Desc |
| Revenue And Expenses Per Books | $291 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $11,031 | Amt |
| Net Investment Income | $11,031 | NetInvestmentIncomeAmt |