NINNIE L BAIRD FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NINNIE L BAIRD FOUNDATION (EIN 75-2734849)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-27
- IRS object ID
- 201632099349100113
- Schema version
- 2015v2.1
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-27T14:16:05-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461281344 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADMIRE SANFORD & ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3430 HILLDALE ROAD SUITE 100 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761165414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 761024100 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY LUMMIS | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8173480577 | PhoneNum |
| Signature | 2016-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK H ADMIRE | PreparerPersonNm |
| PTIN | P00514421 | PTIN |
| Phone | 8177351840 | PhoneNum |
| Preparation | 2016-07-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,631,825 | 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 | $36,250 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,275 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,275 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $65,115 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,115 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,004 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $414,755 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,004 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $140,644 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,394 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $9,369 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,369 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,102 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,491 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,491 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,962 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,904 | 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 | $145,962 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,904 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,318 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,490 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,555 | CashBOYAmt |
| Cash EOY | $90,975 | CashEOYAmt |
| Cash EOYFMV | $90,975 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $172,262 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $171,541 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $171,541 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,235 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,504 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,235 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,235 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $89,807 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $80,049 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $81,374 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,093,146 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,003,241 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,513,428 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $242,078 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $308,762 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $293,752 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $449,412 | OtherAssetsBOYAmt |
| Other Assets EOY | $487,643 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $478,520 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,149,764 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,144,446 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,631,825 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $1,025,000 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,025,000 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,124,764 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,119,446 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,149,764 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,144,446 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,149,764 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,144,446 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,149,764 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,318 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,144,446 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,144,446 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| DOUBLELINE TOTAL RETURN | P | 2015-06-25 | $22,189 | $22,463 | -$274 | -$274 | |
| GOLDMAN SACHS STRATEGIC | P | 2015-06-25 | $10,794 | $11,350 | -$556 | -$556 | 2014-06-25 |
| HARGREAVES SVCS PLC ORDF | P | 2015-02-19 | $9,465 | $16,841 | -$7,376 | -$7,376 | 2014-06-09 |
| ALTERA | P | 2015-11-24 | $52,760 | $31,909 | $20,851 | $20,851 | 2014-01-16 |
| CAPITOL FED FINL INC NEW | P | 2015-05-27 | $26,991 | $27,229 | -$238 | -$238 | 2011-02-08 |
| CLEVELAND OHIO BOND | P | 2015-01-01 | $5,000 | $5,029 | -$29 | -$29 | 2009-10-22 |
| GOLDMAN SACHS STRATEGIC | P | 2015-06-25 | $78,917 | $82,500 | -$3,583 | -$3,583 | |
| HARGREAVES SVCS PLC ORDF | P | 2015-02-19 | $9,210 | $16,996 | -$7,786 | -$7,786 | 2013-06-18 |
| MTN PARK TWN | P | 2015-01-01 | $10,000 | $9,825 | $175 | $175 | 2013-12-23 |
| OHIO CNTY W VA CN | P | 2015-03-01 | $20,000 | $20,025 | -$25 | -$25 | 2011-08-16 |
| SCIENCE APPLICATIONS | P | 2015-12-15 | $18,631 | $11,107 | $7,524 | $7,524 | |
| SYSCO CORP | P | 2015-04-29 | $45,110 | $32,238 | $12,872 | $12,872 | |
| TEVA PHARM INDS LTD ADRF | P | 2015-04-21 | $54,645 | $44,109 | $10,536 | $10,536 | |
| DOUBLELINE TOTAL RETURN | P | 2015-06-25 | $46,955 | $49,130 | -$2,175 | -$2,175 | |
| CAPITAL GAINS DIVIDENDS | P | $4,088 | $4,088 | $4,088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,004 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $127,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,665,180 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047839 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $128,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,535,387 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050683 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $110,522 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,238,634 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049370 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $100,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,149,533 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046522 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $103,265 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,112,538 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048882 | DistributionYr5Rt |
| Total Distribution | 0.243296 | TotalDistributionRt |
| Average Distribution | 0.048659 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,738,629 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $133,259 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $915 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $134,174 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $130,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,830 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,830 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,830 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,680 | TotalPaymentsAndCreditsAmt |
| Overpayment | $850 | OverpaymentAmt |
| Applied To ES Tax | $850 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | 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 | 761024100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| BYRON R BAIRD | ||||||||
| 6817 ST ANDREWS COURT | FORT WORTH | TX | 76132 | DIRECTOR----NOMINAL HOURS | 0.00 | $0 | $0 | $0 |
| P BRADLEY LUMMIS | ||||||||
| 301 COMMERCE ST SUITE 1790 | FORT WORTH | TX | 76102 | SECRETARY----NOMINAL HOURS | 0.00 | $0 | $0 | $0 |
| JANET B QUISENBERRY | ||||||||
| 4908 RIDGESIDE DRIVE | DALLAS | TX | 75244 | PRESIDENT-----NOMINAL HOUR | 0.00 | $0 | $0 | $0 |
| HARRY BRUCE BAIRD | ||||||||
| 1300 VIRGINIA PLACE | FORT WORTH | TX | 76107 | VICE PRESIDENT--NOMINAL HO | 0.00 | $0 | $0 | $0 |
| GREG B WHITEHEAD | ||||||||
| 424 HAZLEWOOD DRIVE WEST | FORT WORTH | TX | 76107 | DIRECTOR-----NOMINAL HOURS | 0.00 | $0 | $0 | $0 |
| STEPHANIE R HARVEY | ||||||||
| 4316 RIDGEHAVEN COURT | FORT WORTH | TX | 76116 | DIRECTOR-----NOMINAL HOURS | 0.00 | $0 | $0 | $0 |
| SCOTT BAIRD | ||||||||
| 6208 TURNBERRY COURT | FORT WORTH | TX | 76132 | DIRECTOR-----NOMINAL HOURS | 0.00 | $0 | $0 | $0 |
| JOHN ENGERT | ||||||||
| 58 WATERFORD BEND | THE WOODLANDS | TX | 77381 | DIRECTOR-----NOMINAL HOURS | 0.00 | $0 | $0 | $0 |
| HUNTER BAIRD | ||||||||
| 4617 CLOUDVIEW ROAD | FORT WORTH | TX | 76109 | TREASURER----NOMINAL HOURS | 0.00 | $0 | $0 | $0 |
| VIRGINIA BAIRD THOMAS | ||||||||
| 2735 N KENMORE AVE UNIT 1S | CHICAGO | IL | 60614 | DIRECTOR----NOMINAL HOURS | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,473,454 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $306,880 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,780,334 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,780,334 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,705 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,738,629 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,931 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,931 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,830 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,830 | TotalTaxAmt |
| Distributable Before Adj | $135,101 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $135,101 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $135,101 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $130,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $130,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,101 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $104,804 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $104,804 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,196 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $109,905 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BYRON R BAIRD | ContributingManagerNm |
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 SUITE 1790 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761024100 | 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 |
|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF COOKE COUNTY | ||||||
| 315 W HIRD ST | GAINSVILLE | TX | 76240 | PUBLIC CHARITY | FURNITURE | $6,000 |
| CAL FARLEY'S | ||||||
| 600 SW 11TH AVE | AMARILLO | TX | 79101 | PUBLIC CHARITY | YOUTH HOME ENHANCEMENTS | $14,000 |
| CHILD CARE GROUP | ||||||
| 1420 W MOCKINGBIRD LN 300 | DALLAS | TX | 75248 | PUBLIC CHARITY | PLAYGROUND EQUIPMENT | $10,000 |
| CORNERSTONE CROSSROADS ACADEMY | ||||||
| PO BOX 151062 | DALLAS | TX | 75315 | PUBLIC CHARITY | STORAGE EQUIPMENT, FLOORING AND BUS PASSES | $6,000 |
| FORT WORTH PREGANCY CENTER | ||||||
| 3221 CLEBURNE RD | FORT WORTH | TX | 76110 | PUBLIC CHARITY | TECHNOLOGY AND OFFICE EQUIPMENT | $10,000 |
| FORT WORTH PUBLIC LIBRARY | ||||||
| 500 W 3RD ST | FORT WORTH | TX | 76102 | PUBLIC CHARITY | PRIME TIME FAMILY READING PROGRAM | $15,000 |
| GLADNEY CENTER FOR ADOPTION | ||||||
| 6300 JOHN RYAN DR | FORT WORTH | TX | 76132 | PUBLIC CHARITY | SECURITY SYSTEM UPGRADES | $10,000 |
| HEAD START OF GREATER DALLAS | ||||||
| 3954 GANNON LANE | DALLAS | TX | 75237 | PUBLIC CHARITY | PARENT EDUCATION PROGRAM | $5,000 |
| HOPE FARM | ||||||
| 868 E JESSAMINE ST | FORT WORTH | TX | 76104 | PUBLIC CHARITY | TECHNOLOGY AND AV EQUIPMENT | $9,000 |
| MULTICULTURAL REFUGEE COALITION | ||||||
| 8071 N LAMAR BLVD | AUSTIN | TX | 78753 | PUBLIC CHARITY | SEWING MACHINES AND EQUIPMENT | $10,000 |
| PARKER COUNTY CENTER OF HOPE | ||||||
| 629 PALO PINTO HWY | WEATHERFORD | TX | 76086 | PUBLIC CHARITY | OPERATING BUDGET | $10,000 |
| READERS 2 LEADERS | ||||||
| 2223 SINGLETON BLVD SUITE 140 | DALLAS | TX | 75212 | PUBLIC CHARITY | TECHNOLOGY EQUIPMENT | $6,000 |
| SPIRITHORSE THERAPEUTIC CENTER | ||||||
| 1960 POST OAK DR | CORINTH | TX | 76210 | PUBLIC CHARITY | FEED SHED REPLACEMENT | $6,000 |
| ST PHILLIP'S SCHOOL AND COMMUNITY CENTER | ||||||
| 1600 PENNSYLVANIA AVE | DALLAS | TX | 75215 | PUBLIC CHARITY | FOOD | $5,000 |
| TRINITY HABITAT FOR HUMANITY | ||||||
| 9333 N NORMANDALE ST | FORT WORTH | TX | 76116 | PUBLIC CHARITY | TECHNOLOGY EQUIPMENT | $6,000 |
| WINDRIDGE THERAPEUTIC EQUESTRIAN CENTER | ||||||
| 593 WINDRIDGE RD | GILMER | TX | 75645 | PUBLIC CHARITY | PURCHASE SADDLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,000 | 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 | $5,275 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,115 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,004 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $104,394 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,394 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Person | MARGIE REYNOLDS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5111 PALUXY HIGHWAY | AddressLine1Txt |
| City | GRANBURY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76048 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $37,626 | $63,997 |
| ALTER | $0 | $0 |
| AMERICAN INTL GROUP | $43,613 | $77,463 |
| APPLE COMPUTER INC | $37,266 | $128,944 |
| BEMIS CO | $7,332 | $11,173 |
| BERKSHIRE HATHAWAY CI B | $41,835 | $75,923 |
| CAPITOL FED FINL INC | $0 | $0 |
| CHARLES SCHWAB CORP | $11,660 | $32,930 |
| CHARTER FINANCIAL CP | $25,967 | $31,704 |
| COCA COLA COMPANY | $47,276 | $60,144 |
| COMPASS MINERALS INTL | $32,294 | $33,872 |
| CONOCOPHILLIPS | $17,023 | $15,676 |
| EXXONMOBIL | $44,183 | $53,552 |
| FIRST FINANCIAL BANCSHARES | $18,704 | $150,850 |
| GREENHILL & CO | $35,938 | $27,180 |
| HARGREAVES SVCS | $0 | $0 |
| JOHNSON & JOHNSON | $42,816 | $71,904 |
| LANCASHIRE HOLDINGS ORDF | $31,194 | $39,307 |
| MATADOR RESOURCES | $39,981 | $79,080 |
| MATTHEWS ASIAN GROWTH | $65,000 | $52,465 |
| MICROSOFT CORP | $47,758 | $99,864 |
| ORACLE CORP | $49,984 | $54,795 |
| PEPSICO INCORPORATED | $39,180 | $64,948 |
| PROCTER & GAMBLE CO | $21,441 | $27,794 |
| ROCKWELL COLLINS INC | $18,054 | $32,305 |
| ROSS STORES INC | $32,024 | $51,120 |
| SCIENCE APPLICATIONS | $0 | $0 |
| SOUTHWEST ENERGY CO | $42,225 | $7,821 |
| SYSCO CORP | $0 | $0 |
| TARGET CORPORATION | $15,495 | $22,509 |
| TEVA PHARM INDS | $0 | $0 |
| THERMO FISHER SCIENTIFIC | $18,871 | $60,286 |
| WPX ENERGY INC | $47,976 | $14,350 |
| DOLLAR GENERAL CORP | $30,609 | $32,342 |
| FMC CORP NEW | $59,916 | $39,130 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $80,049 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $81,374 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DOUBLELINE TOTAL RETURN | AT COST | $98,344 | $94,335 |
| OSTERWEIS STRATEGIC | AT COST | $97,378 | $88,986 |
| TOBACCO SETTLEMENT AUTH IOWA | AT COST | $12,990 | $14,909 |
| DOUBLELINE FLEXIBLE INCM | AT COST | $100,050 | $95,522 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN FDS EUROPACIFIC GROWTH | $39,587 | $39,587 | $59,660 |
| TEMPLETON GLOBAL BOND FUND | $93,650 | $98,897 | $86,900 |
| GOLDMAN SACHS STRATEGIC | $93,850 | $0 | |
| PIMCO EXCHANGE TRADED FUND | $222,325 | $252,699 | $243,576 |
| AGR MQD FUTURES STRAT FD | $67,850 | $59,674 | |
| VEREIT INC | $28,610 | $28,710 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $136 | $136 | $0 |
| OUTSIDE SERVICES | $2,195 | $2,195 | $0 |
| TRAVEL EXPENSES | $436 | $436 | $0 |
| SUPPLIES | $724 | $724 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $9,360 | $9,360 | $0 |
| MISCELLANEOUS FEES | $9 | $9 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $44 | $44 | $0 |
| EXCISE TAX | $3,058 | $0 | $0 |