NINNIE L BAIRD FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NINNIE L BAIRD FOUNDATION (EIN 75-2734849)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201711359349102541
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp 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 | 2017-05-15T11:36:15-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A WILSON CPA | PreparerPersonNm |
| PTIN | P00295916 | PTIN |
| Phone | 8173328700 | PhoneNum |
| Preparation | 2017-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 47DC89AE433FDF5CB464A57D31CCF99CDCF29FE1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D51795C1AF96A5AFCB19896A9CFBB9872EBCF114 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,817,614 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $49,115 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,068 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,068 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,904 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,904 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,642 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $399,867 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,642 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $137,729 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,614 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $9,167 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,167 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $990 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $547 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $634 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $634 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,938 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,401 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $142,938 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,401 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,209 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,213 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90,975 | CashBOYAmt |
| Cash EOY | $72,199 | CashEOYAmt |
| Cash EOYFMV | $72,199 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $171,541 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $175,002 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $175,002 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $677 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,235 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $677 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $677 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $80,049 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $70,014 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $61,462 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,071,438 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,161,083 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,873,363 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $728,208 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $660,262 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $634,911 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,144,446 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,139,237 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,817,614 | 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 | $1,119,446 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,114,237 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,144,446 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,139,237 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,144,446 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,139,237 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,144,446 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,209 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,139,237 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,139,237 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CLEVELAND OH AR 5.239XXX MATURED | P | 2009-10-22 | 2016-01-01 | $5,000 | $5,029 | -$29 | -$29 |
| COMPASS MINERALS INT | P | 2013-07-30 | 2016-09-12 | $32,511 | $32,294 | $217 | $217 |
| DOUBLELINE FLEXIBLE INCM | P | 2015-06-25 | 2016-12-22 | $41,950 | $43,270 | -$1,320 | -$1,320 |
| FIRST FINANCIAL BANKSHARES | P | 2001-06-04 | 2016-12-29 | $45,490 | $6,264 | $39,226 | $39,226 |
| GARZA CO TX PUB F 6.2%20BLDG | P | 2012-03-29 | 2016-10-03 | $5,000 | $5,006 | -$6 | -$6 |
| OSTERWEIS STRATEGIC INCOME | P | 2014-04-30 | 2016-12-22 | $43,414 | $45,953 | -$2,539 | -$2,539 |
| PIMCO ENHANCED SHRT MATURITY | P | 2013-04-15 | 2016-12-22 | $38,023 | $38,067 | -$44 | -$44 |
| PIMCO TOTAL RETURN ACTIVE ETF | P | 2013-04-15 | 2016-12-21 | $2,694 | $2,875 | -$181 | -$181 |
| PIMCO TOTAL RETURN ACTIVE ETF | P | 2013-04-15 | 2016-12-21 | $10,362 | $11,057 | -$695 | -$695 |
| PIMCO TOTAL RETURN ACTIVE ETF | P | 2013-04-15 | 2016-12-21 | $137,091 | $145,466 | -$8,375 | -$8,375 |
| TEMPLETON GLOBAL BOND FUND | P | 2013-10-18 | 2016-12-22 | $35,500 | $38,944 | -$3,444 | -$3,444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,642 | 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 | $2,738,629 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047469 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $127,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,665,180 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047839 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $128,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,535,387 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050683 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $110,522 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,238,634 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049370 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,149,533 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046522 | DistributionYr5Rt |
| Total Distribution | 0.241883 | TotalDistributionRt |
| Average Distribution | 0.048377 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,682,417 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $129,767 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $772 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $130,539 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $130,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,544 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,544 | SubtotalAmt |
| Tax Based On Investment Income | $1,544 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,833 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,833 | TotalPaymentsAndCreditsAmt |
| Overpayment | $289 | OverpaymentAmt |
| Applied To ES Tax | $289 | 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 | |
| SCOTT BAIRD | |||||||||
| 2441 WINTON TERRACE WEST | FORT WORTH | TX | 76109 | DIRECTOR | 0.15 | $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 | |
| 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 | $2,468,407 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $254,859 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,723,266 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,723,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,849 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,682,417 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,121 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,121 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,544 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,544 | TotalTaxAmt |
| Distributable Before Adj | $132,577 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $132,577 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $132,577 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $130,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $130,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $132,577 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $109,905 | UndistributedIncomePYAmt |
| Qualifying Distributions | $130,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $109,905 | AppliedToYear1Amt |
| Applied To Current Year | $20,095 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $112,482 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANET QUISENBERRY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 COMMERCE ST STE 1790 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9728033409 | RecipientPhoneNum |
| Recipient Email Address | NINNIELBAIRDFOUNDATION@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1ST OF THE YEAR FOR GRANTS TO BE MADE DURING THAT CALENDAR YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PROGRAMS LOCATED IN TEXAS THAT IMPROVE THE QUALITY OF LIFE FOR CHILDREN AND FAMILIES THROUGH FAMILY PRESERVATION, EDUCATION AND NUTRITION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ARLINGTON LIFE SHELTER | |||||||
| 325 WEST DIVISION ST | ARLINGTON | TX | 76011 | PUBLIC CHTY | TABLES & CHAIRS FOR DINING SHELTER | $6,000 | |
| ARTS 5TH AVENUE | |||||||
| 1628 5TH AVE | FORT WORTH | TX | 76104 | PUBLIC CHTY | AUDIO EQUIPMENT AND INSTALLATION | $5,000 | |
| BIG THOUGHT | |||||||
| 1409 S LAMAR ST SUITE 101 | DALLAS | TX | 75215 | PUBLIC CHTY | EXPAND CREATIVE SOLUTIONS PROGRAM | $10,000 | |
| COMMUNITY FOOD BANK | |||||||
| 3000 GALVEZ AVE | FORT WORTH | TX | 76111 | PUBLIC CHTY | EQUIPMENT FOR DAILY OPERATIONS | $10,000 | |
| COMMUNITY PARTNERS | |||||||
| 1215 SKILES ST | DALLAS | TX | 75204 | PUBLIC CHTY | CAR SEATS AND PORT-A-CRIBS | $5,000 | |
| COWBOY SANTAS INC | |||||||
| 1000 THROCKMORTON ST | FORT WORTH | TX | 76102 | PUBLIC CHTY | PURCHASE OF BOOKS | $4,000 | |
| CROSSFIRE KIDS | |||||||
| PO BOX 140164 | DALLAS | TX | 75214 | PUBLIC CHTY | TECHNOLOGY EQUIPMENT | $6,000 | |
| THE FT WORTH PUBLIC LIBRARY | |||||||
| 500 WEST 3RD ST | FORT WORTH | TX | 76102 | PUBLIC CHTY | FAMILIES READING TOGETHER PROGRAM | $10,000 | |
| HOPE COTTAGE | |||||||
| 609 TEXAS STREET | DALLAS | TX | 75204 | PUBLIC CHTY | FURNITURE FOR THE FAMILY ROOM | $10,000 | |
| HOPE SUPPLY COMPANY | |||||||
| 10480 SHADY TRAIL STE 104 | DALLAS | TX | 75220 | PUBLIC CHTY | PURCHASE RESOURCES FOR HOMELESS KIDS | $6,000 | |
| INCARNATION HOUSE | |||||||
| 4061 N CENTRAL EXPRESSWAY | DALLAS | TX | 75204 | PUBLIC CHTY | FURNISHINGS, COMPUTERS, ENRICHMENT | $10,000 | |
| NEW DAY SERVICES | |||||||
| 6816 CAMP BOWIE BLVD W | FORT WORTH | TX | 76116 | PUBLIC CHTY | TECHNOLOGY EQUIPMENT SOFTWARE | $7,000 | SUITE 112 |
| NORTHSIDE INTER-COMMUNITY AGENCY | |||||||
| 1600 CIRCLE PARK BLVD | FORT WORTH | TX | 76164 | PUBLIC CHTY | FREEZER AND ESL MATERIALS | $5,000 | |
| OPTIMIST CLUB OF FT WORTH YOUTH FD | |||||||
| PO BOX 101163 | FORT WORTH | TX | 76185 | PUBLIC CHTY | YOUTH ATHLETIC EQUIPMENT | $6,000 | |
| PELOTON U | |||||||
| 500 E ST JOHNS AVE | AUSTIN | TX | 78752 | PUBLIC CHTY | AID FOR WORKING ADULTS FOR COLLEGE | $10,000 | SUITE 1460 |
| RONALD MCDONALD HOUSE | |||||||
| 1001 8TH AVE | FORT WORTH | TX | 76102 | PUBLIC CHTY | INTERIOR RENOVATIONS | $10,000 | |
| SR CITIZENS SERVICES | |||||||
| 1400 CIRCLE DRIVE STE 300 | FORT WORTH | TX | 76119 | PUBLIC CHTY | HEALTH AND WELLNESS PROGRAM SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,068 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,904 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,832 | ExclusionAmt |
| Related Or Exempt Function Incm | $22,810 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $65,804 | ExclusionAmt |
| Related Or Exempt Function Incm | $22,810 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $88,614 | 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 | $5,000 | Yes (X) |
| MARGIE REYNOLDS | ||||||
| 3 | 5111 PALUXY HWY | GRANBURY | TX | 76048 | $20,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $1,600 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $37,626 | $54,734 |
| ALLERGAN | $67,445 | $63,003 |
| AMERICAN FDS EUROPACIFIC | $39,587 | $59,318 |
| AMERICAN INTL GROUP | $43,613 | $81,638 |
| APPLE COMPUTER INC | $37,266 | $141,880 |
| BEMIS CO | $7,332 | $11,955 |
| BERKSHIRE HATHAWAY CI B | $41,835 | $93,714 |
| CHARTER FINANCIAL CP | $25,967 | $40,008 |
| COCA COLA COMPANY | $47,276 | $58,044 |
| COMPASS MINERALS INTL | ||
| CONOCO PHILLIPS | $17,023 | $20,056 |
| DOLLAR GENERAL CORP | $55,344 | $58,145 |
| EXXON MOBIL | $44,183 | $62,009 |
| FIRST FINANCIAL BANCSHARES | $12,440 | $180,800 |
| FMC CORP NEW | $59,916 | $56,560 |
| GREENHILL & CO | $35,938 | $26,315 |
| JOHNSON & JOHNSON | $42,816 | $80,647 |
| LANCASHIRE HOLDINGS ORDF | $31,194 | $36,400 |
| MATADOR RESOURCES | $39,981 | $103,040 |
| MATTHEWS ASIAN GROWTH | $65,000 | $48,897 |
| MICROSOFT CORP | $47,758 | $111,852 |
| ORACLE CORP | $49,984 | $57,675 |
| PEPSICO INCORPORATED | $39,180 | $68,010 |
| PROCTOR & GAMBLE CO | $21,441 | $29,428 |
| ROCKWELL COLLINS INC | $18,054 | $32,466 |
| ROSS STORES INC | $32,024 | $62,320 |
| SOUTHWEST ENERGY CO | $42,225 | $11,902 |
| TARGET CORPORATION | $15,495 | $22,391 |
| THE CHARLES SCHWAB CORP | $11,660 | $39,470 |
| THERMO FISHER SCIENTIFIC | $18,872 | $59,966 |
| TRIBUNE MEDIA CO | $30,172 | $27,283 |
| VEREIT INC | $34,460 | $37,012 |
| WPX ENERGY INC | $47,976 | $36,425 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $70,014 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $61,462 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DOUBLELINE TOTAL RETURN | AT COST | $131,038 | $125,646 |
| OSTERWEIS STRATEGIC | AT COST | $56,417 | $55,187 |
| TOBACCO SETTLEMENT AUTH IOWA | AT COST | $12,990 | $15,109 |
| DOUBLELINE FLEXIBLE INCOME | AT COST | $56,780 | $55,058 |
| FROST TOTAL RETURN BOND | AT COST | $110,000 | $110,000 |
| GUGGENHEIM MACRO OPPTY | AT COST | $55,000 | $54,979 |
| JP MORGAN GLOBAL BOND | AT COST | $55,000 | $54,508 |
| TEMPLETON GLOBAL BOND FUND | AT COST | $59,953 | $54,729 |
| PIMCO EXCHANGE TRADED FUND | AT COST | $55,234 | $55,225 |
| AQR MGD FUTURES STRAT FD | AT COST | $67,850 | $54,470 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| POSTAGE, MAILING SERVICES | $288 | $288 |
| TELEPHONE, TELECOMMUNICATIONS | $346 | $346 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $9,167 | Amt |
| Net Investment Income | $9,167 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $990 | Amt |