EULA MAE AND JOHN BAUGH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EULA MAE AND JOHN BAUGH FOUNDATION (EIN 76-0457820)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349104953
- Schema version
- 2024v5.1
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:05:07+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14221 Dallas Parkway Suite 400 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75254 | 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 | 760457820 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eula Mae and John Baugh Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EULA | BusinessNameControlTxt |
| Phone | 2102013719 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13423 Blanco Road 1018 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Callie Langton | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Andrew Gray | PreparerPersonNm |
| PTIN | P01517705 | PTIN |
| Phone | 9727028262 | 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 | $259,159,458 | 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 | $129,653 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $92,078 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $92,078 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,866,343 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,866,343 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,091,865 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $4,091,865 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $3,976 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,976 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $10,183,915 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,054,262 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $270,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $135,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $135,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $41,463 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $20,732 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $20,731 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $70,303 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $35,152 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $35,151 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $584,289 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $584,289 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $254,015 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $131,602 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $7,371 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $246,296 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $246,296 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55,739 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,440 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $47,780 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,522,105 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $913,215 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $492,329 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,879,657 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,879,657 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,401,762 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $913,215 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,371,986 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,217,847 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,141,047 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,326,648 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,537,266 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,537,266 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $152,951,895 | CorporateStockBOYAmt |
| Corporate Stock EOY | $195,949,958 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $195,949,958 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $48,405,258 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,672,234 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,672,234 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $255,683,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $259,159,458 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $259,159,458 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $25 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $524,713 | CapitalStockBOYAmt |
| Capital Stock EOY | $524,713 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $255,159,088 | RetainedEarningBOYAmt |
| Retained Earning EOY | $258,634,720 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $255,683,801 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $259,159,433 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $255,683,801 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $259,159,458 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $255,683,801 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,217,847 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,693,479 | OtherIncreasesAmt |
| Subtotal | $259,159,433 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $259,159,433 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| JP Morgan 0002 Short Term | P | 2024-01-01 | 2024-12-31 | $59,650,744 | $55,829,947 | $3,820,797 | $0 | $3,820,797 |
| JP Morgan 0002 Long Term | P | 2023-01-01 | 2024-12-31 | $571,872 | $433,824 | $138,048 | $0 | $138,048 |
| JP Morgan 8009 Long Term | P | 2023-01-01 | 2024-12-31 | $912,767 | $920,699 | -$7,932 | $0 | -$7,932 |
| Capital Gain Distributions | $140,952 | $140,952 | $0 | $140,952 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,091,865 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $127,061 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $127,061 | SubtotalAmt |
| Tax Based On Investment Income | $127,061 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $233,392 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $233,392 | TotalPaymentsAndCreditsAmt |
| Overpayment | $106,331 | OverpaymentAmt |
| Applied To ES Tax | $106,331 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | WWW.BAUGHFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | Callie Langton | IndividualWithBooksNm |
| Phone | 2102013719 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13423 Blanco Road 1018 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78216 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Katherine Moore | |||||||
| 13423 Blanco Road | San Antonio | TX | 78216 | Trustee | 5.00 | $0 | $0 |
| John S Moore | |||||||
| 13423 Blanco Road | San Antonio | TX | 78216 | Trustee | 5.00 | $0 | $0 |
| Jacqueline B Moore | |||||||
| 13423 Blanco Road | San Antonio | TX | 78216 | President | 5.00 | $0 | $0 |
| Julia Strathe Baugh | |||||||
| 13423 Blanco Road | San Antonio | TX | 78216 | Vice President/Secretary | 5.00 | $0 | $0 |
| Jacob T Moore | |||||||
| 13423 Blanco Road | San Antonio | TX | 78216 | Treasurer | 5.00 | $0 | $0 |
| Callie Langton | |||||||
| 13423 Blanco Road | San Antonio | TX | 78216 | Executive Director | 40.00 | $270,000 | $41,463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Douglas C Chiles | ||||||
| 15329 Clevedon Lane | Houston | TX | 77040 | Consulting | $125,000 | |
| Forvis Mazars LLP | ||||||
| 14221 Dallas Pkwy | Dallas | TX | 75254 | Accounting & Tax Services | $70,023 | Suite 400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $193,011,732 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,286,797 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,447,625 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $257,746,154 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $257,746,154 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,866,192 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $253,879,962 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,693,998 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,693,998 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $127,061 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $127,061 | TotalTaxAmt |
| Distributable Before Adj | $12,566,937 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,566,937 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,566,937 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,371,986 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $15,371,986 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,566,937 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,288,595 | UndistributedIncomePYAmt |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,371,986 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,288,595 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,566,937 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,516,454 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,516,454 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,516,454 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $1,516,454 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Callie Langton | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13423 Blanco Rd 1018 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2102013719 | RecipientPhoneNum |
| Recipient Email Address | www.baughfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Grant requests must be submitted on-line. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | October 1st of each year. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE BAUGH FOUNDATION SEEKS TO SUPPORT NONPROFIT ORGANIZATIONS THAT REFLECT THE LOVE OF CHRIST BY PROVIDING ASSISTANCE TO THOSE IN NEED, ENRICHING THE LIVES OF CHILDREN AND YOUTH, KEEPING FAITH COMMUNITIES INFORMED AND ENGAGED, AND PROTECTING INDIVIDUAL FREEDOMS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU of Texas | ||||||||
| PO Box 8306 | Houston | TX | 77288 | None | PC | General Support | $10,000 | |
| Africa Exchange Inc | ||||||||
| 4511 Eno Cemetery Rd | Cedar Grove | NC | 27231 | None | PC | General Support | $30,000 | |
| Alliance of Baptists | ||||||||
| 1801 Hillsborough St | Raleigh | NC | 276051697 | None | PC | General Support | $75,000 | |
| Amani Sasa | ||||||||
| P O Box 380034 | Jacksonville | FL | 48910 | None | PC | General Support | $10,000 | |
| Americans United for Separation of Church and State | ||||||||
| 1310 L Street NW Suite 200 | Washington | DC | 20005 | None | NC | General Support | $100,000 | |
| Aspen Institute | ||||||||
| 2300 N St NW Ste 700 | Washington | DC | 20037 | None | PC | General Support | $25,000 | |
| Associated Baptist Press Inc dba Baptist News Global | ||||||||
| P O Box 23845 8515 Greenville Ave | Dallas | TX | 75243 | None | PC | General Support | $131,261 | |
| Association of Welcoming & Affirming Baptists | ||||||||
| PO Box 7834 | Louisville | KY | 40257 | None | PC | General Support | $35,000 | |
| Baptist History & Heritage Society | ||||||||
| 4045 Lake Erin Court | Tucker | GA | 30084 | None | PC | General Support | $20,000 | |
| Baptist Joint Committee for Religious Liberty | ||||||||
| 200 Maryland Ave NE Suite 301 | Washington | DC | 20002 | None | NC | General Support | $710,000 | |
| Baptist Women in Ministry | ||||||||
| P O Box 7458 | Waco | TX | 76714 | None | PC | General Support | $200,000 | |
| Baylor Line Foundation | ||||||||
| P O Box 2089 | Waco | TX | 76703 | None | PC | General Support | $30,000 | |
| Baylor University | ||||||||
| Baylor University University Develo | Waco | TX | 767987026 | None | PC | Research Support | $143,570 | pment |
| Blessings in a Backpack--Boerne TX Chapter | ||||||||
| 8735 TURNING LEAF | Boerne | TX | 78015 | None | PC | General Support | $10,000 | |
| Breckenridge Village of Tyler | ||||||||
| 15062 Pleasant Retreat Rd | Tyler | TX | 75704 | NONE | PC | General Support | $25,000 | |
| Briggs Center for Faith & Action (Harvey Immigration Services) | ||||||||
| 5148 Massachusetts Avenue | Bethesda | MD | 20816 | None | PC | General Support | $108,000 | |
| Brite Divinity School | ||||||||
| TCU Box 298130 | Fort Worth | TX | 76129 | None | PC | General Support | $150,000 | |
| Brookhollow Baptist Church | ||||||||
| 5725 Queenston Blvd | Houston | TX | 77084 | None | PC | General Support | $75,000 | |
| BSK Theological Seminary | ||||||||
| PO Box 23079 | Lexington | KY | 40523 | None | NC | General Support | $187,500 | |
| Center for Baptist Heritage & Studies | ||||||||
| 410 Westhampton Way UR 34 | Richmond | VA | 23173 | None | PC | General Support | $5,000 | |
| Children's Emergency Relief International | ||||||||
| 1506 Bexar Crossing | San Antonio | TX | 78232 | None | PC | General Support | $30,000 | |
| Christian Ethics Today Foundation | ||||||||
| PO Box 1238 | Banner Elk | NC | 28604 | None | PC | General Support | $75,000 | |
| Christians Caring for Creation | ||||||||
| 4336 Old Saybrook Ct | CHARLOTTE | NC | 28211 | None | PC | General Support | $18,000 | |
| Cooperating Baptist Fellowship of Oklahoma | ||||||||
| 1017 Elm Avenue | Norman | OK | 73072 | None | PC | General Support | $20,000 | |
| Cooperative Baptist Fellowship | ||||||||
| 160 Clairemont Ave Suite 300 | Decatur | GA | 30030 | None | NC | General Support; Fiscal Sponsor for International Baptist Theological Study Centre, Amsterdam project | $665,000 | |
| Cultivate Abundance Inc | ||||||||
| 17151 Laurelin Ct | North Fort Myers | FL | 33917 | None | PC | General Support | $50,000 | |
| Democracy Forward Foundation | ||||||||
| 655 15 Street NW Suite 800 | Washington | DC | 20005 | None | PC | General Support | $3,650,000 | |
| Duke Divinity School | ||||||||
| Box 90966 | Durham | NC | 27708 | None | PC | General Support | $240,000 | |
| Eastern University | ||||||||
| 1300 Eagle Rd | St Davids | PA | 19087 | None | PC | Christians for Social Action Fiscal Sponsor for Empowering Scholars, Practitioners, and Activists for Justice 2024 | $20,000 | |
| Faith Commons | ||||||||
| 6333 E Mockingbird Lane Suite 147 P | Dallas | TX | 75214 | None | PC | General Support | $175,000 | MB 2244 |
| Fellowship Southwest | ||||||||
| PO Box 822993 | Dallas | TX | 75382 | None | PC | General Support | $605,000 | |
| First Baptist Church | ||||||||
| 1112 E Broadway | Columbia | MO | 65201 | None | PC | General Support | $50,000 | |
| First Baptist Church Austin | ||||||||
| 901 Trinity St | Austin | TX | 78701 | None | PC | General Support | $38,000 | |
| Fiscal Sponsorship Allies Inc | ||||||||
| 3500 DEPAUW BLVD 3090 | Indianapolis | IN | 46268 | None | SO I | Fiscal Sponsor for getReal News Project | $200,000 | |
| Full Circle Bakery | ||||||||
| 9114 Loma Vista | Dallas | TX | 75243 | None | PC | General Support | $20,000 | |
| Gaston Christian Center | ||||||||
| 8515 Greenville Avenue | Dallas | TX | 75243 | None | PC | General Support | $50,000 | |
| Good Faith Media | ||||||||
| PO Box 721972 | Norman | OK | 73070 | None | PC | General Support | $900,000 | |
| Hand in Hand Center for Jewish-Arab Education in Israel | ||||||||
| PO Box 80102 | Portland | OR | 97221 | None | PC | General Support | $40,000 | |
| Hope Manifest Inc | ||||||||
| PO Box 533 | Alabaster | AL | 35007 | None | PC | General Support | $40,000 | |
| Institute for Social Policy and Understanding | ||||||||
| 3200 Greenfield Road Suite 300 | Dearborn | MI | 48120 | None | PC | General Support | $30,000 | |
| Interfaith Alliance | ||||||||
| 110 Maryland Avenue NE Suite 509 | Washington | DC | 20002 | None | NC | General Support | $1,000,000 | |
| Interfaith San Antonio Alliance | ||||||||
| 901 NE Loop 410 909 | San Antonio | TX | 78209 | None | PC | General Support | $10,000 | |
| Invested Faith | ||||||||
| PO Box 57323 | Washington | DC | 20037 | None | PC | General Support | $200,000 | |
| Jesse C Fletcher Seminary | ||||||||
| 901 E Drexel Ave | San Antonio | TX | 78210 | None | PC | General Support | $30,000 | |
| Joel Gregory Ministries | ||||||||
| 6500 West Freeway Suite 217 | Fort Worth | TX | 76116 | None | PC | General Support | $50,000 | |
| Light of Hope Immigration Law Center | ||||||||
| 1339 19th St | Plano | TX | 75074 | None | PC | General Support | $137,113 | |
| Literacy ConneXus | ||||||||
| 3020 S Cherry 123168 | Fort Worth | TX | 76121 | None | PC | General Support | $40,000 | |
| LUCHA Ministries Inc | ||||||||
| PO Box 8239 | Fredericksburg | VA | 22404 | None | PC | General Support | $10,000 | |
| Mercer University | ||||||||
| 1501 Mercer University Drive | Macon | GA | 31207 | None | PC | General Support | $500,000 | |
| Migros Aid Inc | ||||||||
| PO Box 20086 | Indianapolis | IN | 46220 | None | PC | General Support | $30,000 | |
| Mission Frankfort Clinic | ||||||||
| 201 St Clair Street | Frankfort | KY | 40601 | None | PC | General Support | $75,000 | |
| NABPR National Association of Baptist Professors of Religion | ||||||||
| 174 Supreme Dr | LILLINGTON | NC | 27546 | None | PF | General Support | $30,000 | |
| Nevertheless She Preached | ||||||||
| 9535 Brookhollow Drive | Woodway | TX | 76712 | None | PC | General Support | $15,000 | |
| Passport Inc | ||||||||
| 3421 Sierra Drive | Birmingham | AL | 35216 | None | PC | General Support | $350,000 | |
| Pastors for Texas Children | ||||||||
| PO Box 471155 | Fort Worth | TX | 76147 | None | PC | General Support | $25,000 | |
| Pneumatrix (with the Center for Healthy Churches) | ||||||||
| PO Box 8183 | Greenville | SC | 29604 | None | PC | General Support | $271,213 | |
| Polyphony Music Resources | ||||||||
| 727 Myrtle Drive | Rock Hill | SC | 29730 | None | PC | General Support | $10,000 | |
| Q Christian Fellowship | ||||||||
| PO Box 409357 | Chicago | IL | 60640 | None | PC | General Support | $20,000 | |
| Rauschenbusch Metro Ministries Inc | ||||||||
| 410 West 40th Street | New York | NY | 10018 | None | PC | General Support | $25,000 | |
| Religion News Foundation | ||||||||
| PO Box 1808 | Columbia | MO | 65205 | None | SO I | General Support | $25,000 | |
| Samuel DeWitt Proctor Conference Inc | ||||||||
| 4445 S King Drive | Chicago | IL | 606534509 | None | PC | General Support | $50,000 | |
| Second Baptist Church | ||||||||
| 300 E Kansas Street | LIberty | MO | 64068 | None | PC | General Support | $55,000 | |
| SeminaryPLUS | ||||||||
| 5805 Sweetbriar Drive Richardson | Richardson | TX | 75082 | None | NC | General Support | $5,000 | |
| Simmons College of Kentucky | ||||||||
| 1000 S Fourth Street 1000 S Fourth | Louisville | KY | 40203 | None | PC | General Support | $500,000 | Street |
| Simple Ministries | ||||||||
| P O Box 1225 | Columbia | SC | 29202 | None | PC | General Support | $40,000 | |
| SisterReach | ||||||||
| 2811 Clarke Road | Memphis | TN | 38115 | None | PC | General Support | $25,000 | |
| South Main Baptist Church Houston TX | ||||||||
| 4100 Main Street | Houston | TX | 77002 | None | PC | General Support | $45,000 | |
| Southern Methodist University | ||||||||
| PO Box 750402 | Dallas | TX | 75275 | None | PC | General Support | $900,000 | |
| St Mary's University of San Antonio | ||||||||
| 1 Camino Santa Maria | San Antonio | TX | 78228 | None | PC | General Support | $70,000 | |
| Texas Baptist Women in Ministry | ||||||||
| PO Box 65032 | Lubbock | TX | 79464 | None | PC | General Support | $20,000 | |
| The Church Lab | ||||||||
| 2009 Robert Browning St | Austin | TX | 78723 | None | PC | General Support | $30,000 | |
| The Hymn Society in the United States and Canada | ||||||||
| 5 Thomas Circle NW 4th floor | Washington | DC | 200054153 | None | PC | General Support | $10,000 | |
| The Reformation Project | ||||||||
| PO Box 191013 | Dallas | TX | 75219 | None | PC | General Support | $50,000 | |
| The St Charles Center for Faith Action | ||||||||
| 7100 St Charles Ave | New Orleans | LA | 70118 | None | PC | General Support | $25,000 | |
| The Trustees of Columbia University in the City of New York | ||||||||
| Columbia Law School 3041 Broadway | New York | NY | 10027 | None | PC | Law, Rights, and Religion Project | $25,000 | |
| Together for Hope | ||||||||
| 2906 N State Street Suite 300 | Jackson | MS | 39216 | None | PC | General Support | $450,000 | |
| United Theological Seminary of the Twin Cities | ||||||||
| 767 Eustis St Suite 140 | St Paul | MN | 55114 | None | PC | General Support | $100,000 | |
| UT Health San Antonio | ||||||||
| UT Health San Antonio 7703 Floyd Cu | San Antonio | TX | 78250 | None | GOV | The Center for Medical Humanities & Ethics | $100,000 | rl Drive |
| Wake Forest University School of Divinity | ||||||||
| Office of University Advancement 18 | WinstonSalem | NC | 27109 | None | PC | General Support | $50,000 | 34 Wake Forest Road PO Box 7227 |
| Wilshire Baptist Church | ||||||||
| 4316 Abrams Road | Dallas | TX | 75214 | None | PC | General Support | $200,000 | |
| Woodland Baptist Church | ||||||||
| 15315 Huebner | San Antonio | TX | 78248 | None | PC | General Support | $135,000 | |
| Word&Way | ||||||||
| PO Box 1771 | Jefferson City | MO | 65102 | None | SO I | General Support | $70,000 | |
| Youth Choirs Inc | ||||||||
| PO Box 781663 | San Antonio | TX | 78278 | None | PC | General Support | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,879,657 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,078 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,866,343 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,091,865 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Miscellaneous Revenue | 1 | $13 |
| Royalty Income from Pass Through | 15 | $3,963 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,054,262 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,054,262 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Estate of Barbara Baugh | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15329 CLEVEDON LANE | AddressLine1Txt |
| City | JERSEY VILLAGE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $129,653 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $70,303 | Amt |
| Net Investment Income | $35,152 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,151 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP Morgan #0002 | $182,190,738 | $182,190,738 |
| JP Morgan #3003 | $13,560,410 | $13,560,410 |
| Stifel #5445 | $198,810 | $198,810 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investment in Alkeon Growth RJ Partners | FMV | $0 | $0 |
| Investment in Special Situations Technology Fund II | FMV | $0 | $0 |
| Investment in Special Situations Life Sciences Fund | FMV | $0 | $0 |
| Investment in Special Situations Fund III QP | FMV | $0 | $0 |
| JP Morgan #0002 | FMV | $0 | $0 |
| JP Morgan #8009 | FMV | $16,609,957 | $16,609,957 |
| Morgan Stanley #729090 & #779090 | FMV | $0 | $0 |
| Stifel #4604 | FMV | $62,052 | $62,052 |
| Investment in Aeronautical Concept of Exhaust LLC | FMV | $225 | $225 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Charges & Fees | $3,039 | $3,039 | |
| Insurance | $6,801 | $3,401 | $3,400 |
| Portrait Return Transportation | $1,519 | ||
| Contract Video Project | $30,000 | $30,000 | |
| Grant Processing Fees | $170 | $170 | |
| WEBSITE DEVELOPMENT | $14,210 | $14,210 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Miscellaneous Income | $13 | $13 |
| Royalty Income from Pass Through | $3,963 | $3,963 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized Gains | $9,559,416 |
| Nontaxable Return of Capital | $134,063 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Investment Management Fees | $411,769 | $411,769 |
| Consulting Fees | $172,520 | $172,520 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Excise Tax | $115,042 | ||
| Foreign Tax Withheld | $124,230 | $124,230 | |
| Payroll Taxes | $14,743 | $7,372 | $7,371 |