NINNIE L BAIRD FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NINNIE L BAIRD FOUNDATION (EIN 75-2734849)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201521359349102307
- Schema version
- 2014v5.0
- 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
- 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 | 2015-05-15T14:09:59-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 9728033409 | 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 | BRADLEY LUMMIS | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 9728033409 | PhoneNum |
| Signature | 2015-05-15 | 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 | 2015-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,782,945 | 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 | $63,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,146 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,146 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $85,666 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,666 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,676 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $248,644 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,676 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $213,788 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $150,488 | 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 | $8,903 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,903 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,987 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $254 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,432 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,432 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,322 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,589 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $127,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $127,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,589 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $127,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $65,966 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $132,899 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $105,215 | CashBOYAmt |
| Cash EOY | $100,555 | CashEOYAmt |
| Cash EOYFMV | $100,555 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $235,313 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $172,262 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $172,262 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,504 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,504 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,504 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $118,900 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $89,807 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $92,694 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,045,009 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,093,146 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,717,394 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $184,732 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $242,078 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $237,948 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $394,629 | OtherAssetsBOYAmt |
| Other Assets EOY | $449,412 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $459,588 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,083,798 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,149,764 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,782,945 | 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 | $1,058,798 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,124,764 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,083,798 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,149,764 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,083,798 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,149,764 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,083,798 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $65,966 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,149,764 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,149,764 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| VERIZON COMMUNICATIONS | P | $13,746 | $14,362 | -$616 | -$616 |
| AMER FDS EUROPACIFIC GR FD | P | $65,000 | $41,675 | $23,325 | $23,325 |
| ASPEN INSURANCE HOLDINGS | P | $28,984 | $19,615 | $9,369 | $9,369 |
| HARRIS CNTY-HOUS 11/15/17 6.75% | P | $5,000 | $5,005 | -$5 | -$5 |
| LEIDOS HOLDINGS INC | P | $27,578 | $24,345 | $3,233 | $3,233 |
| LOWES COMPNIES INC | P | $35,773 | $17,787 | $17,986 | $17,986 |
| MAGNA INTERNATIONAL INC | P | $24,073 | $16,371 | $7,702 | $7,702 |
| NEW JERSEY ECONO 02/15/30 5.25% | P | $20,400 | $19,133 | $1,267 | $1,267 |
| VAN BUREN CNTY ARK 11/01/35 6.% | P | $5,000 | $4,955 | $45 | $45 |
| VODAFONE GROUP PLC ADR | P | $21,319 | $27,720 | -$6,401 | -$6,401 |
| CAPITAL GAINS DIVIDENDS | P | $1,771 | $1,771 | $1,771 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,676 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $128,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,535,387 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050683 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $110,522 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,238,634 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049370 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $100,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,149,533 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046522 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $103,265 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,112,538 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048882 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $116,408 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,992,563 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058421 | DistributionYr5Rt |
| Total Distribution | 0.253878 | TotalDistributionRt |
| Average Distribution | 0.050776 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,665,180 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $135,327 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,329 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $136,656 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $127,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,658 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,658 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,658 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,280 | TotalPaymentsAndCreditsAmt |
| Tax Due | $378 | TaxDueAmt |
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 | P O BOX 471461 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761471375 | 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 | SEC/TREAS----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 | DIRECTOR----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 | $2,531,799 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $173,968 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,705,767 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,705,767 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,587 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,665,180 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $133,259 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $133,259 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,658 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,658 | TotalTaxAmt |
| Distributable Before Adj | $130,601 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $130,601 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $130,601 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $127,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $127,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $127,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,601 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $101,703 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $127,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $101,703 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,797 | 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 | $104,804 | 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 | 4908 RIDGESIDE DRIVE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9728033409 | RecipientPhoneNum |
| Recipient Email Address | JQUISENB@SWBELL.NET | 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 (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADVENTURE AND VICTORY | ||||||
| PO BOX 541231-1231 | DALLAS | TX | 75354 | PUBLIC CHARITY | OPERATING BUDGET | $3,000 |
| ALL SAINTS HEALTH FOUNDATION | ||||||
| 1400 EITH AVENUE | FORT WORTH | TX | 76104 | PUBLIC CHARITY | OPERATING BUDGET | $10,000 |
| CAFE MOMENTUM | ||||||
| 1510 PACIFIC AVENUE | DALLAS | TX | 75270 | PUBLIC CHARITY | OPERATING BUDGET | $10,000 |
| CANDLELIGHT RANCH | ||||||
| PO BOX 26367 | AUSTIN | TX | 78755 | PUBLIC CHARITY | CONSTRUCTION OF CHILLVILLE-A THERAPEUTIC INTERATIVE WATER FEATURE | $10,000 |
| CASSATA HIGH SCHOOL | ||||||
| 1400 HEMPHILL STREET | FORT WORTH | TX | 761044796 | PUBLIC CHARITY | RENOVATION OF LOWER FLOOR FACILITIES | $8,000 |
| CATHOLIC CHARITIES | ||||||
| PO BOX 15610 | FORT WORTH | TX | 76119 | PUBLIC CHARITY | NEW FURNITURE | $5,000 |
| CHRISTIAN COMMUNITY ACTION | ||||||
| 200 S MILL STREET | LEWISVILLE | TX | 75057 | PUBLIC CHARITY | HEALTHY FOOD CHOICE INITIATIVE | $10,000 |
| COMMUNITIES IN SCHOOL | ||||||
| 6707 BRENTWOOD STAIR ROAD | FORT WORTH | TX | 76112 | PUBLIC CHARITY | NEW OFFICE EQUIPMENT | $8,000 |
| COMMUNITY STOREHOUSE | ||||||
| PO BOX 13 | KELLER | TX | 76244 | PUBLIC CHARITY | TECHNOLOGY UPGRADE | $10,000 |
| EDUCATIONAL FIRST STEPS | ||||||
| 2100 CIRCLE DRIVE SUITE 300 | FORT WORTH | TX | 76119 | PUBLIC CHARITY | EDUCAATIONAL MATERIALS AND FURNITURE FOR CLASSROOMS | $10,000 |
| GREEN OAKS SCHOOL | ||||||
| 500 HOUSTON STREET | ARLINGTON | TX | 76011 | PUBLIC CHARITY | TECHNOLOGY UPGRADE | $10,000 |
| NORTH TEXAS FOOD BANK | ||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | PUBLIC CHARITY | OPERATING BUDGET | $10,000 |
| TEXAS HEALTH FORT WORTH | ||||||
| 1301 PENNSYLVANIA AVE | FORT WORTH | TX | 76104 | PUBLIC CHARITY | PURCHASE OF FORENSIC EXAM EQUIPMENT | $23,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $127,500 | 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 | $7,146 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,666 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,676 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $150,488 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $150,488 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MARGIE REYNOLDS | ||||||
| 1 | 5111 PALUXY HIGHWAY | GRANBURY | TX | 76048 | $20,000 | Yes (X) |
| JOHN ENGERT | ||||||
| 2 | 58 WATERFORD BEND | THE WOODLANDS | TX | 77381 | $5,000 | Yes (X) |
| BYRON BAIRD | ||||||
| 3 | 6817 SAINT ANDREWS COURT | FORT WORTH | TX | 76132 | $25,000 | Yes (X) |
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 (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $37,626 | $64,153 |
| AMERICAN INTL GROUP | $43,613 | $70,013 |
| APPLE COMPUTER INC | $37,266 | $135,216 |
| BEMIS CO | $7,332 | $11,303 |
| BERKSHIRE HATHAWAY CI B | $41,835 | $86,336 |
| CAPITOL FED FINL INC | $27,229 | $28,755 |
| CHARLES SCHWAB CORP | $11,660 | $30,190 |
| CHARTER FINANCIAL CP | $25,967 | $27,480 |
| COCA COLA COMPANY | $47,276 | $59,108 |
| COMPASS MINERALS INTL | $32,294 | $39,074 |
| CONOCOPHILLIPS | $17,023 | $27,624 |
| EXXONMOBIL | $44,183 | $63,513 |
| FIRST FINANCIAL BANCSHARES | $18,704 | $149,400 |
| GREENHILL & CO | $35,938 | $41,420 |
| HARGREAVES SVCS | $33,838 | $25,777 |
| JOHNSON & JOHNSON | $42,816 | $73,199 |
| LANCASHIRE HOLDINGS ORDF | $31,194 | $37,077 |
| MATADOR RESOURCES | $39,981 | $80,920 |
| MICROSOFT CORP | $47,758 | $83,610 |
| ORACLE CORP | $49,984 | $67,455 |
| PEPSICO INCORPORATED | $39,180 | $61,464 |
| PROCTER & GAMBLE CO | $21,441 | $31,882 |
| ROCKWELL COLLINS INC | $18,054 | $29,568 |
| SCIENCE APPLICATIONS | $11,107 | $19,812 |
| SOUTHWEST ENERGY CO | $42,225 | $30,019 |
| SYSCO CORP | $32,238 | $47,628 |
| TARGET CORPORATION | $15,495 | $23,532 |
| TEVA PHARM INDS | $44,109 | $48,884 |
| THERMO FISHER SCIENTIFIC | $18,871 | $53,248 |
| WPX ENERGY INC | $47,976 | $29,075 |
| ROSS STORES INC | $32,024 | $44,774 |
| MATTHEWS ASIAN GROWTH | $65,000 | $58,945 |
| ALTER | $31,909 | $36,940 |
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 | $89,807 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $92,694 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DOUBLELINE TOTAL RETURN | AT COST | $165,286 | $161,120 |
| OSTERWEIS STRATEGIC | AT COST | $63,802 | $61,709 |
| TOBACCO SETTLEMENT AUTH IOWA | AT COST | $12,990 | $15,119 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN FDS EUROPACIFIC GROWTH | $81,262 | $39,587 | $61,974 |
| TEMPLETON GLOBAL BOND FUND | $71,250 | $93,650 | $88,210 |
| GOLDMAN SACHS STRATEGIC | $71,250 | $93,850 | $91,400 |
| PIMCO EXCHANGE TRADED FUND | $170,867 | $222,325 | $218,004 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $79 | $79 | $0 |
| OUTSIDE SERVICES | $7,800 | $7,800 | $0 |
| CONFERENCES | $553 | $553 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $8,874 | $8,874 | $0 |
| MISCELLANEOUS FEES | $29 | $29 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $254 | $254 | $0 |
| EXCISE TAX | $2,733 | $0 | $0 |