NINNIE L BAIRD FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NINNIE L BAIRD FOUNDATION (EIN 75-2734849)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349104790
- Schema version
- 2024v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:51:37-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 990918811 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M WILSON ADVISORY LLC | 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 | 2024-01-01 | 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 1380 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTER BAIRD | PersonNm |
| Person Title | VP/TREASURER | PersonTitleTxt |
| Signature | 2025-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A WILSON CPA | PreparerPersonNm |
| PTIN | P00295916 | PTIN |
| Phone | 8173328700 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,610,563 | 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 | $39,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,906 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,906 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $105,928 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,928 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $139,506 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $287,928 | GrossSalesPriceAmt |
| Total Rev And Expnss | $289,090 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,834 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $16,150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,150 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,085 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,085 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $196 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $196 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,431 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,431 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $290,744 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $290,744 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $308,175 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,431 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $290,744 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,085 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,403 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,324 | CashBOYAmt |
| Cash EOY | $23,049 | CashEOYAmt |
| Cash EOYFMV | $23,049 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $323,212 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,483 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,483 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $50,019 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $203,544 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $203,544 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,017,947 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,061,664 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,352,847 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,018,558 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,035,235 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $949,093 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $10,547 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,547 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,547 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,424,607 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,405,522 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,610,563 | 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 | $1,399,607 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,380,522 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,424,607 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,405,522 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,424,607 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,405,522 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,424,607 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,085 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,405,522 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,405,522 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,284 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,284 | SubtotalAmt |
| Tax Based On Investment Income | $1,284 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,993 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,993 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $708 | OverpaymentAmt |
| Applied To ES Tax | $708 | 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 | HUNTER BAIRD | IndividualWithBooksNm |
| Phone | 8173480577 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3808 BENT ELM LANE | AddressLine1Txt |
| City | BENBROOK | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | 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 (11 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 | |||||||||
| 7700 GREENWAY BLVD H101 | DALLAS | TX | 75209 | PRESIDENT | 1.00 | $0 | $0 | $0 | |
| P BRADLEY LUMMIS | |||||||||
| 301 COMMERCE ST SUITE 1380 | FORT WORTH | TX | 76102 | SECRETARY | 1.00 | $0 | $0 | $0 | |
| HUNTER BAIRD | |||||||||
| 3808 BENT ELM LANE | BENBROOK | TX | 76109 | VP/TREASURER | 1.00 | $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 | 0.50 | $0 | $0 | $0 | |
| JOHN ENGERT | |||||||||
| 306 CORONA AVE | ALAMO HEIGHTS | TX | 78209 | DIRECTOR | 0.50 | $0 | $0 | $0 | |
| ANNA BROOKS GUAJARDO | |||||||||
| 6817 KIRKWOOD DRIVE | FORT WORTH | TX | 76116 | DIRECTOR | 0.50 | $0 | $0 | $0 | |
| RICK LINDBERG | |||||||||
| 1210 SUNRISE DRIVE | ALLEN | TX | 75002 | DIRECTOR | 0.50 | $0 | $0 | $0 | |
| MARGARET BAIRD LYNN | |||||||||
| 3809 CRESTWOOD TERRACE | FORT WORTH | TX | 76107 | DIRECTOR | 0.50 | $0 | $0 | $0 | |
| STEPHANIE REYNOLDS HARVEY | |||||||||
| 4900 WESTRIDGE 3 | FORT WORTH | TX | 76116 | DIRECTOR | 0.50 | $0 | $0 | $0 | |
| GREG WHITHEAD | |||||||||
| 424 HAZELWOOD DRIVE WEST | FORT WORTH | TX | 76107 | DIRECTOR | 0.50 | $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 | $4,345,865 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $211,034 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,457 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,567,356 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,567,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,510 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,498,846 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $224,942 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $224,942 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,284 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,284 | TotalTaxAmt |
| Distributable Before Adj | $223,658 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $223,658 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $223,658 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $290,744 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $290,744 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $223,658 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $32,635 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,181 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,016 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $45,563 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $171,395 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $290,744 | QualifyingDistributionsAmt |
| Applied To Current Year | $223,658 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $67,086 | RemainingDistriFromCorpusAmt |
| Total Corpus | $238,481 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $238,481 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,635 | ExcessFromYear4Amt |
| Excess From Year3 | $64,181 | ExcessFromYear3Amt |
| Excess From Year2 | $29,016 | ExcessFromYear2Amt |
| Excess From Year1 | $45,563 | ExcessFromYear1Amt |
| Excess From Current Year | $67,086 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE NINNIE L BAIRD FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 COMMERCE ST STE 1380 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8173480577 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 24 HOUR CLUB | ||||||||
| 4636 ROSS AVE | DALLAS | TX | 75204 | NONE | PUBLIC CHTY | WOMEN'S EMPOWERMNET | $10,000 | |
| ACT FOUNDATION | ||||||||
| PO BOX 114 | FORT WORTH | TX | 76102 | NONE | PUBLIC CHTY | SECURITY, TECH, OFFICE IMPROVEMENTS | $10,000 | 251 W LANCASTER AVE |
| AUSTIN STREET CENTER | ||||||||
| PO BOX 710729 | DALLAS | TX | 75371 | NONE | PUBLIC CHTY | THE SISTERHOOD PROJECT | $10,000 | |
| BRAVE LOVE | ||||||||
| 2633 MCKINNEY AVE 130-26 | DALLAS | TX | 75204 | NONE | PUBLIC CHTY | BIRTH MOM SUPPORT & EDUCATION | $8,000 | |
| CANDLELIGHT RANCH | ||||||||
| PO BOX 26367 | AUSTIN | TX | 78755 | NONE | PUBLIC CHTY | CAMP IMPROVEMENTS | $10,000 | |
| CLAYTON DABNEY | ||||||||
| 2825 OAK LAWN AVE 192136 | DALLAS | TX | 75219 | NONE | PUBLIC CHTY | MEDICINE OF THE HEART PROGRAM | $5,000 | |
| CRISTO REY FORT WORTH COLLEGE PREP | ||||||||
| 2633 ALTA MESA BLVD | FORT WORTH | TX | 76133 | NONE | PUBLIC CHTY | CLASSROOM FURNITURE | $10,000 | |
| DALLAS HOLOCAUST MUSEUM | ||||||||
| 300 N HOUSTON ST | DALLAS | TX | 75202 | NONE | PUBLIC CHTY | EDUCATIONAL MATERIALS | $10,000 | |
| EDUCATIONAL FIRST STEPS | ||||||||
| 2815 GASTON AVE | DALLAS | TX | 75226 | NONE | PUBLIC CHTY | EARLY CHILDHOOD LEARNING | $10,000 | |
| FIVE LOAVES FOOD PANTRY | ||||||||
| 4401 WILLIFORD RD | SACHSE | TX | 75048 | NONE | PUBLIC CHTY | STUDENT FEEDING PROGRAM | $10,000 | |
| FORT WORTH ACADEMY | ||||||||
| 7301 DUTCH BRANCH RD | FORT WORTH | TX | 76132 | NONE | PUBLIC CHTY | SWINGS PROJECT | $5,000 | |
| FUNKYTOWN FOOD PROJECT | ||||||||
| 5532 ROCKY CREEK PARK RD | CROWLEY | TX | 76036 | NONE | PUBLIC CHTY | SUMMER PROGRAM | $10,000 | |
| LVTRISE | ||||||||
| 8201 CALMONT AVE | FORT WORTH | TX | 76116 | NONE | PUBLIC CHTY | YOUTH SPORTS PROGRAM | $15,000 | |
| GILL CHILDREN'S SERVICES | ||||||||
| 555 HEMPHILL ST STE 200 | FORT WORTH | TX | 76104 | NONE | PUBLIC CHTY | URGENT CHILDREN'S NEEDS | $10,000 | |
| HEROES FOR CHILDREN | ||||||||
| 6010 W SPRING CREEK PKWY | PLANO | TX | 75024 | NONE | PUBLIC CHTY | FINANCIAL ASSISTANCE PROGRAM | $5,000 | |
| LENA POPE | ||||||||
| 3200 SANGUINET ST | FORT WORTH | TX | 76107 | NONE | PUBLIC CHTY | WALKWAY | $7,744 | |
| LORETO HOUSE | ||||||||
| 1100 N BONNIE BRAE ST | DENTON | TX | 76201 | NONE | PUBLIC CHTY | BILINGUAL ADVOCACY & FAITH SVCS | $5,000 | |
| METHODIST JUSTICE MINISTRY | ||||||||
| 750 W 5TH ST | FORT WORTH | TX | 76102 | NONE | PUBLIC CHTY | CLIENT SUPPORT SERVICES | $10,000 | |
| NORTHSIDE INTER-COMMUNITY AGENCY | ||||||||
| 1600 CIRCLE PARK BLVD | FORT WORTH | TX | 76164 | NONE | PUBLIC CHTY | TECHNOLOGY | $5,000 | |
| OUR FRIENDS PLACE | ||||||||
| 6500 GREENVILLE AVE | DALLAS | TX | 75206 | NONE | PUBLIC CHTY | SECURITY SYSTEM UPGRADE | $15,000 | STE 620 |
| OUTLOUD | ||||||||
| 3137 IRVING BLVD STE 313 | DALLAS | TX | 75247 | NONE | PUBLIC CHTY | TECHNOLOGY EQUIPMENT | $10,000 | |
| PROJECT 4031 | ||||||||
| 708 MAY ST | FORT WORTH | TX | 76104 | NONE | CHTY | FAMILIES PROGRAM | $10,000 | |
| SHARING LIFE | ||||||||
| 3795 WEST EMPORIUM CIR | MESQUITE | TX | 75150 | NONE | PUBLIC CHTY | GED CLASSROOM TECHNOLOGY | $10,000 | |
| THE ART OF LIVING | ||||||||
| 1505 E LANCASTER AVE | FORT WORTH | TX | 76102 | NONE | PUBLIC CHTY | YOUTH EDUCATION & MENTORING | $5,000 | |
| THE ARTIST OUTREACH | ||||||||
| 8117 PRESTON RD STE 300 | DALLAS | TX | 75225 | NONE | PUBLIC CHTY | STREAMLINERS PROGRAM | $10,000 | |
| THE WARM PLACE | ||||||||
| 809 LIPSCOMB ST | FORT WORTH | TX | 76104 | NONE | PUBLIC CHTY | GRIEF SUPPORT PROGRAM | $10,000 | |
| TOGETHER WE THRIVE | ||||||||
| 5955 ALPHA RD 404 | DALLAS | TX | 75240 | NONE | PUBLIC CHTY | STUDENT NEEDS | $10,000 | |
| UNION GOSPEL MISSION - DALLAS | ||||||||
| 3211 IRVING BLVD | DALLAS | TX | 75247 | NONE | PUBLIC CHTY | SHELTER OPERATIONS | $10,000 | |
| UNION GOSPEL MISSION - TARRANT | ||||||||
| PO BOX 1957 | FORT WORTH | TX | 76101 | NONE | PUBLIC CHTY | IPADS - CHILDREN'S ENRICHMENT | $15,000 | |
| UNITED WAY OF TARRANT COUNTY | ||||||||
| 201 N RUPERT ST STE 107 | FORT WORTH | TX | 76107 | NONE | PUBLIC CHTY | AC UNITS FOR SUMMER NEED | $10,000 | |
| WAXAHACHIE CARE SERVICES | ||||||||
| PO BOX 371 | WAXAHACHIE | TX | 75168 | NONE | PUBLIC CHTY | FREEZER | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $290,744 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,906 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,928 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $139,506 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $109,834 | ExclusionAmt |
| Related Or Exempt Function Incm | $139,506 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $249,340 | 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) |
| LUMMIS ASSET MANAGEMENT LP | ||||||
| 3 | 301 COMMERCE ST STE 1380 | FORT WORTH | TX | 76102 | $7,500 | Yes (X) |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | CHARLES SCHWAB SCHEDULE | AssetDesc |
| Acquired | 2020-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2024-12 | SoldDt |
| Gross Sales Price | $287,928 | GrossSalesPriceAmt |
| Basis | $148,422 | BasisAmt |
| Total Net | $139,506 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CALAMOS MARKET NEUTRAL I | $61,412 | $67,913 |
| DOUBLELINE TOTAL RETURN | $282,349 | $235,583 |
| FROST TOTAL RETURN | $249,428 | $232,805 |
| GOLDMAN SACHS CORE FIXED | $112,421 | $91,575 |
| GUGGENHEIM MACRO OPPORTUNITY | $97,999 | $90,297 |
| JPMORGAN GLOBAL BOND | $97,416 | $91,307 |
| OSTERWEIS STRATEGIC INCOME | $110,608 | $114,686 |
| VANGUARD TOTAL | $23,602 | $24,927 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $21,688 | $106,889 |
| ACADEMY SPORTS & OUTDOORS | ||
| ACUITY BRANDS INC | $34,988 | $97,864 |
| ACUSHNET HOLDINGS CO | $30,095 | $119,770 |
| ALPHABET INC CLASS C | $33,381 | $159,017 |
| AMERICAN INTL GROUP | $43,613 | $91,000 |
| APPLE COMPUTER INC | $13,504 | $454,512 |
| BERKSHIRE HATHAWAY CI B | $32,517 | $208,509 |
| CHARLES SCHWAB CORP | $10,565 | $67,349 |
| CONOCO PHILLIPS | $17,023 | $39,668 |
| DEVON ENERGY CORP | $54,733 | $50,699 |
| DOLLAR GENERAL CORP | $32,824 | $36,394 |
| EXXON MOBIL CORPORATION | $44,183 | $73,901 |
| FIRST FINANCIAL BANCSHARES INC | $90,990 | |
| GARRETT MOTION INC | $75,253 | $84,431 |
| GENERAL DYNAMICS CORP | $41,631 | $90,114 |
| GOLDMAN SACHS GQG | $37,403 | $47,160 |
| JOHNSON & JOHNSON | $38,670 | $91,834 |
| MATADOR RESOURCES | $30,097 | $178,682 |
| MICROSOFT CORP | $19,221 | $335,514 |
| MIDDLEBY CORP | $34,906 | $46,053 |
| OAKMARK INTERNATIONAL CL I | $21,960 | $22,712 |
| ORACLE CORP | $36,545 | $188,303 |
| PEPSICO INCORPORATED | $35,053 | $89,715 |
| REALTY INCOME CORP | $28,831 | $32,901 |
| ROSS STORES INC | $24,439 | $109,671 |
| SOUTH ST CORP | $25,941 | $52,824 |
| THE COCA COLA COMPANY | $47,276 | $87,164 |
| THERMO FISHER SCIENTIFIC | $7,516 | $88,959 |
| TRIPLE FLAG PRECIOUS METALS | $92,500 | $84,600 |
| VANGUARD FTSE EUROPE | $21,433 | $24,372 |
| VANGUARD PACIFIC VPRS | $23,239 | $24,012 |
| WELLS FARGO BANK | $50,636 | $77,264 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $203,544 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $203,544 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL TIMING DIFFERENCE | Desc |
| BOY Book Value | $10,547 | BOYBookValueAmt |
| EOY Book Value | $10,547 | EOYBookValueAmt |
| EOYFMV | $10,547 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OTHER EXPENSES | $196 | $196 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $16,150 | Amt |
| Net Investment Income | $16,150 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,085 | Amt |
| Net Investment Income | $1,085 | NetInvestmentIncomeAmt |