NINNIE L BAIRD FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NINNIE L BAIRD FOUNDATION (EIN 75-2734849)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-21
- IRS object ID
- 201811729349100111
- Schema version
- 2017v2.3
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-21T14:26:41-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | HUNTER BAIRD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8173480577 | PhoneNum |
| Signature | 2018-06-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A WILSON CPA | PreparerPersonNm |
| PTIN | P00295916 | PTIN |
| Phone | 8173328700 | PhoneNum |
| Preparation | 2018-06-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $3,106,189 | 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 | $46,725 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,198 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,198 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,498 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,498 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,773 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $156,496 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,773 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $119,194 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,469 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,067 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,067 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,544 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,544 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $876 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $876 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $75 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,436 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,626 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $152,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $152,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $166,562 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,436 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $154,126 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,368 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,033 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $72,199 | CashBOYAmt |
| Cash EOY | $19,053 | CashEOYAmt |
| Cash EOYFMV | $19,053 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $175,002 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $234,763 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $234,763 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $189 | AcctRcvblAmt |
| Acct Rcvbl BOY | $677 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $189 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $189 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $70,014 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $59,979 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $58,684 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,161,083 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,115,011 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,152,754 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $660,262 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $662,874 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $640,746 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,139,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,091,869 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,106,189 | 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 | $1,114,237 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,066,869 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,139,237 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,091,869 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,139,237 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,091,869 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,139,237 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,368 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,091,869 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,091,869 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BEMIS CO INC | P | 2005-01-26 | 2017-07-28 | $10,653 | $7,332 | $3,321 | $3,321 |
| CLEVELAND OHIO 5.239% BOND | P | 2009-10-22 | 2017-01-01 | $5,000 | $5,029 | -$29 | -$29 |
| FMC CORP | P | 2015-06-08 | 2017-06-08 | $76,323 | $59,915 | $16,408 | $16,408 |
| GARZA COUNTY TX 6.2% BOND | P | 2012-03-29 | 2017-10-01 | $5,000 | $5,006 | -$6 | -$6 |
| GREENHILL & CO INC | P | 2012-05-17 | 2017-11-30 | $19,475 | $35,938 | -$16,463 | -$16,463 |
| TOBACCO SETTLEMENT 6.5% | P | 2009-12-07 | 2017-06-01 | $5,000 | $4,330 | $670 | $670 |
| TRIBUNE MEDIA CO | P | 2016-03-18 | 2017-05-16 | $31,241 | $30,173 | $1,068 | $1,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,773 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $130,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,682,417 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048464 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $130,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,738,629 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047469 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $127,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,665,180 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047839 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $128,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,535,387 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050683 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $110,522 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,238,634 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049370 | DistributionYr5Rt |
| Total Distribution | 0.243825 | TotalDistributionRt |
| Average Distribution | 0.048765 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,917,049 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $142,250 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $600 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $142,850 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $154,126 | 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 | $600 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $600 | SubtotalAmt |
| Tax Based On Investment Income | $600 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,544 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,544 | TotalPaymentsAndCreditsAmt |
| Overpayment | $944 | OverpaymentAmt |
| Applied To ES Tax | $944 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 |
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 | |
| 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 | |
| STEPHANIE REYNOLDS HARVEY | |||||||||
| 4316 RIDGEHAVEN CT | FORT WORTH | TX | 76116 | DIRECTOR | 0.15 | $0 | $0 | $0 | |
| VIRGINIA BAIRD THOMAS | |||||||||
| 2735 N KENMORE AVE | CHICAGO | IL | 60614 | DIRECTOR | 0.15 | $0 | $0 | $0 | UNIT 1S |
| GREG WHITHEAD | |||||||||
| 424 HAZELWOOD DRIVE WEST | FORT WORTH | TX | 76107 | DIRECTOR | 0.15 | $0 | $0 | $0 | |
| RICK LINDBERG | |||||||||
| 1700 HEARTHSTONE DR | PLANO | TX | 75023 | 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 | $2,710,962 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $250,509 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,961,471 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,961,471 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,422 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,917,049 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $145,852 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $145,852 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $600 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $600 | TotalTaxAmt |
| Distributable Before Adj | $145,252 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $145,252 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $145,252 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $154,126 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $154,126 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $600 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $153,526 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $145,252 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $112,482 | UndistributedIncomePYAmt |
| Qualifying Distributions | $154,126 | QualifyingDistributionsAmt |
| Applied To Year1 | $112,482 | AppliedToYear1Amt |
| Applied To Current Year | $41,644 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $103,608 | 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASD AIDS SERVICES OF DALLAS | ||||||
| 400 S ZANG BLVD STE 200 | DALLAS | TX | 75208 | PUBLIC CHTY | COMMERCIAL DISHWASHER | $9,000 |
| BEAUTIFUL FEET MINISTRIES | ||||||
| 1709 E HATTIE ST | FORT WORTH | TX | 76104 | PUBLIC CHTY | KITCHEN REMODELING | $10,000 |
| CIBOLO NATURE CENTER & FARM | ||||||
| 140 CITY PARK RD | BEORNE | TX | 78006 | PUBLIC CHTY | OUTDOOR & FARM CLASSROOM | $10,000 |
| CORNERSTONE ASSISTANCE NETWORK | ||||||
| 3500 NOBLE AVE | FORT WORTH | TX | 76111 | PUBLIC CHTY | EXERCISE EQUIP & NUTRITION CLASSES | $10,000 |
| FORT WORTH MUSEUM SCIENCE & HISTORY | ||||||
| 1600 GENDY ST | FORT WORTH | TX | 76107 | PUBLIC CHTY | VIRTUAL REALITY EQUIPMENT | $10,000 |
| FORTRESS YOUTH DEVELOPMENT CENTER | ||||||
| 712 E STELLA ST | FORT WORTH | TX | 76104 | PUBLIC CHTY | NEW PHONE SYSTEM | $12,000 |
| GILL CHILDREN'S SERVICES INC | ||||||
| 555 HEMPHILL ST STE 200 | FORT WORTH | TX | 76104 | PUBLIC CHTY | UNMET NEEDS OF TARRANT CO CHILDREN | $5,000 |
| GIRLS INC | ||||||
| 2820 MATLOCK RD | ARLINGTON | TX | 76015 | PUBLIC CHTY | IPADS FOR PROGRAMS | $5,000 |
| IMAGINATION FORT WORTH | ||||||
| 8008 CAMP BOWIE W STE 111 | FORT WORTH | TX | 76116 | PUBLIC CHTY | NEW SERVER AND LAPTOP COMPUTERS | $9,000 |
| MERCY HOUSE | ||||||
| 1100 GRIFFIN ST W | DALLAS | TX | 75215 | PUBLIC CHTY | STAFF VEHICLE FOR TRANSPORT | $20,000 |
| MISSION POSSIBLE KIDS | ||||||
| 2200 COIT RD | PLANO | TX | 75075 | PUBLIC CHTY | SERVICE LEARNING PROGRAM SUPPLIES | $5,000 |
| MOTHER'S MILK BANK | ||||||
| 600 W MAGNOLIA AVE | FORT WORTH | TX | 76104 | PUBLIC CHTY | MEDICAL GRADE LAB REFRIGERATOR | $7,500 |
| PREVENT BLINDNESS TEXAS | ||||||
| 3610 FAIRMOUNT ST | DALLAS | TX | 75219 | PUBLIC CHTY | 2 SPOT VISION SCREENERS | $15,000 |
| REAL SCHOOL GARDENS | ||||||
| 1700 UNIVERSITY DR 260 | FORT WORTH | TX | 76107 | PUBLIC CHTY | BUILD & TRAIN PROGRAM | $10,000 |
| SIMPLY GRACE | ||||||
| PO BOX 180172 | DALLAS | TX | 75218 | PUBLIC CHTY | FURNISHINGS FOR NEW HOME | $5,000 |
| VOGEL ALCOVE | ||||||
| 1738 GANO ST | DALLAS | TX | 75215 | PUBLIC CHTY | EQUIPMENT & SUPPLIES FOR PRE-K | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $152,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,198 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,498 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,804 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,969 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,500 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,969 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,469 | 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 | $5,750 | 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 | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $37,626 | $81,325 |
| ACUSHNET HOLDINGS CO | $43,312 | $51,119 |
| ALLERGAN | $67,445 | $49,074 |
| ALPHABET INC CLASS C | $43,975 | $57,552 |
| AMERICAN FDS EUROPACIFIC | $39,587 | $73,927 |
| AMERICAN INTL GROUP | $43,613 | $74,475 |
| APPLE COMPUTER INC | $37,266 | $207,307 |
| BEMIS CO | ||
| BERKSHIRE HATHAWAY CI B | $41,835 | $113,977 |
| CHARTER FINANCIAL CP | $25,967 | $42,096 |
| COCA COLA COMPANY | $47,276 | $64,232 |
| CONOCO PHILLIPS | $17,023 | $21,956 |
| DOLLAR GENERAL CORP | $55,344 | $73,013 |
| EXXON MOBIL CORPORATION | $44,183 | $57,461 |
| FIRST FINANCIAL BANCSHARES | $12,440 | $180,200 |
| FMC CORP NEW | ||
| GREENHILL & CO | ||
| JOHNSON & JOHNSON | $42,816 | $97,804 |
| LANCASHIRE HOLDINGS ORDF | $31,194 | $39,179 |
| MATADOR RESOURCES | $39,981 | $124,520 |
| MATTHEWS ASIAN GROWTH | $65,000 | $57,145 |
| MICROSOFT CORP | $47,758 | $153,972 |
| ORACLE CORP | $49,984 | $70,920 |
| PEPSICO INCORPORATED | $39,180 | $77,948 |
| PROCTOR & GAMBLE CO | $21,440 | $32,158 |
| ROCKWELL COLLINS INC | $18,054 | $47,467 |
| ROSS STORES INC | $32,024 | $76,237 |
| SOUTHWEST ENERGY CO | $42,225 | $6,138 |
| TARGET CORPORATION | $15,495 | $20,227 |
| THE CHARLES SCHWAB CORP | $11,660 | $51,370 |
| THERMO FISHER SCIENTIFIC | $18,871 | $80,699 |
| TRIBUNE MEDIA CO | ||
| VEREIT INC | $34,461 | $34,081 |
| WPX ENERGY INC | $47,976 | $35,175 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $59,979 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $58,684 | 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 | $67,850 | $53,819 |
| DOUBLELINE FLEXIBLE INCOME | AT COST | $56,780 | $55,792 |
| DOUBLELINE TOTAL RETURN | AT COST | $135,377 | $129,965 |
| FROST TOTAL RETURN BOND | AT COST | $110,000 | $110,743 |
| GUGGENHEIM MACRO OPPTY | AT COST | $55,000 | $55,877 |
| JP MORGAN GLOBAL BOND | AT COST | $55,000 | $56,257 |
| OSTERWEIS STRATEGIC | AT COST | $59,020 | $58,495 |
| PIMCO EXCHANGE TRADED FUND | AT COST | $55,234 | $55,350 |
| TEMPLETON GLOBAL BOND FUND | AT COST | $59,953 | $54,227 |
| TOBACCO SETTLEMENT AUTH IOWA | AT COST | $8,660 | $10,221 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $75 | $75 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $10,067 | Amt |
| Net Investment Income | $10,067 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON NET INVESTMENT INC | CategoryTxt |
| Amt | $1,544 | Amt |
| Net Investment Income | $1,544 | NetInvestmentIncomeAmt |