NINNIE L BAIRD FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NINNIE L BAIRD FOUNDATION (EIN 75-2734849)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201431289349101458
- Schema version
- 2013v3.0
- 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 | 2014-05-08T15:17:50-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3430 HILLDALE ROAD SUITE 100 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 761165414 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | P O BOX 471461 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 761471375 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY LUMMIS | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 9728033409 | PhoneNum |
| Signature | 2014-05-08 | 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 | 2014-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,718,428 | 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 | $145,700 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,513 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,513 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,996 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,996 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,228 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $584,847 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,228 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $267,437 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,737 | 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 | $8,463 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,463 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,109 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $231 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $387 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $387 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,959 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,081 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $128,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $128,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $140,459 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,081 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $128,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $126,978 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,656 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,527 | CashBOYAmt |
| Cash EOY | $105,215 | CashEOYAmt |
| Cash EOYFMV | $105,215 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $318,683 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $235,313 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $235,313 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $119,483 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $118,900 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $120,737 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $807,005 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,045,009 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,640,590 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $125,000 | CorporateBondsBOYAmt |
| Other Investments BOY | $256,744 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $184,732 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $180,719 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $280,378 | OtherAssetsBOYAmt |
| Other Assets EOY | $394,629 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $435,854 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,956,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,083,798 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,718,428 | 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 | $931,820 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,058,798 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,956,820 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,083,798 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,956,820 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,083,798 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,956,820 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $126,978 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,083,798 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,083,798 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DOUBLELINE TOTAL RETURN | P | 2012-12-26 | 2013-10-18 | $8,650 | $8,950 | -$300 | -$300 |
| PIMCO EXCH TRADED FUND | P | 2013-04-15 | 2013-10-18 | $25,555 | $26,537 | -$982 | -$982 |
| PIMCO TOTAL RETURN FUND | P | 2012-12-26 | 2013-04-12 | $20,288 | $20,337 | -$49 | -$49 |
| ABBVIE INC | P | 2008-04-18 | 2013-07-01 | $39,624 | $23,651 | $15,973 | $15,973 |
| FIRST FINANCIAL BANCSHARES | P | 2001-06-04 | 2013-07-12 | $23,343 | $4,924 | $18,419 | $18,419 |
| HARRIS CNTY-HOUS | P | 2009-12-03 | 2013-11-15 | $5,000 | $5,005 | -$5 | -$5 |
| JPMORGAN MTG | P | 2012-01-30 | 2013-10-18 | $123,045 | $125,000 | -$1,955 | -$1,955 |
| OSTERWEIS STRATEGIC | P | 2012-09-12 | 2013-10-18 | $32,450 | $32,203 | $247 | $247 |
| PIMCO TOTAL RETURN FUND | P | 2011-06-27 | 2013-04-12 | $129,837 | $126,701 | $3,136 | $3,136 |
| PROCTER & GAMBLE | P | 2007-06-19 | 2013-02-20 | $27,000 | $21,650 | $5,350 | $5,350 |
| SPDR GOLD TRUST | P | 2010-05-28 | 2013-12-19 | $39,192 | $40,044 | -$852 | -$852 |
| THERMO FISHER SCIENTIFIC | P | 2006-12-14 | 2013-04-16 | $34,711 | $20,082 | $14,629 | $14,629 |
| VAN BUREN CNTY AR | P | 2010-09-17 | 2013-11-01 | $5,000 | $4,955 | $45 | $45 |
| VANGUARD GNMA FUND | P | 2011-06-28 | 2013-06-19 | $50,098 | $52,078 | -$1,980 | -$1,980 |
| VODAFONE GROUP PLC ADR | P | 2010-10-18 | 2013-10-17 | $20,986 | $15,502 | $5,484 | $5,484 |
| CAPITAL GAINS DIVIDENDS | P | $68 | $68 | $68 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,228 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $110,522 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,238,634 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049370 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,149,533 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046522 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $103,265 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,112,538 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048882 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $116,408 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,992,563 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058421 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $116,861 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,337,072 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050003 | DistributionYr5Rt |
| Total Distribution | 0.253198 | TotalDistributionRt |
| Average Distribution | 0.050640 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,535,387 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $128,392 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,127 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $129,519 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $128,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,253 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,253 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,253 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $453 | 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 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 761471375 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | ||||||||
| 4613 SELKIRK DRIVE | 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 | $2,424,206 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,791 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,573,997 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,573,997 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,535,387 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $126,769 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $126,769 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,253 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,253 | TotalTaxAmt |
| Distributable Before Adj | $124,516 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $124,516 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $124,516 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $128,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $128,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $128,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $124,516 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $105,687 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $128,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $105,687 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,813 | 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 | $101,703 | 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 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75244 | ZIPCode |
| 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CITIZENS DEVELOPMENT CENTER | |||||||
| 8800 AMBASSADOR ROW | DALLAS | TX | 752474621 | NONE | PUBLIC CHARITY | TECHNOLOGY UPGRADE | $6,000 |
| CITY SQUARE DALLAS | |||||||
| 511 N AKARD STREET SUITE 302 | DALLAS | TX | 75201 | NONE | PUBLIC CHARITY | OPERATING BUDGET | $10,000 |
| EDUCATIONAL FIRST STEPS | |||||||
| 2100 CIRCLE DR STE 300 | FORT WORTH | TX | 76119 | NONE | PUBLIC CHARITY | OPERATING BUDGET | $10,000 |
| GIRLS INC OF TARRANT COUNTY | |||||||
| 2820 MATLOCK ROAD | ARLINGTON | TX | 76015 | NONE | PUBLIC CHARITY | TECHNOLOGY UPGRADE | $10,000 |
| GOOD STREET LEARNING CENTER INC | |||||||
| 3126 HATCHER STREET | DALLAS | TX | 75215 | NONE | PUBLIC CHARITY | UPGRADE FURNISHINGS | $10,000 |
| MISSION CENTRAL | |||||||
| 732A EAST PIPELINE ROAD | HURST | TX | 76053 | NONE | PUBLIC CHARITY | NEW EQUIPMENT | $10,000 |
| MISSION POSSIBLE KIDS | |||||||
| PO BOX 131621 | DALLAS | TX | 75313 | NONE | PUBLIC CHARITY | OPERATING BUDGET | $3,000 |
| NETWORK OF COMMUNITY | |||||||
| 741 S SHERMAN STREET | RICHARDSON | TX | 750814029 | NONE | PUBLIC CHARITY | OPERATING BUDGET | $10,000 |
| NEWDAY SERVICES FOR CHILDREN & FAMILIES | |||||||
| PO BOX 471233 | FORT WORTH | TX | 76147 | NONE | PUBLIC CHARITY | PURCHASE OF COMPUTERS & OFFICE EQUIPMENT | $10,000 |
| PROMISE HOUSE | |||||||
| 224 W PAGE AVE | DALLAS | TX | 75208 | NONE | PUBLIC CHARITY | FURNISHINGS FOR STREET OUTREACH WING | $14,000 |
| RANCH HOUSE RESCUE | |||||||
| 8827 HIGHWAY 377 SOUTH | ARGYLE | TX | 76226 | NONE | PUBLIC CHARITY | OPERATING BUDGET | $10,000 |
| REAL SCHOOL GARDENS | |||||||
| 1700 UNIVERSITY DR STE 260 | FORT WORTH | TX | 76107 | NONE | PUBLIC CHARITY | OPERATING BUDGET | $7,500 |
| THE CONCILIO | |||||||
| 400 S ZANG BLVD STE 300 | DALLAS | TX | 75208 | NONE | PUBLIC CHARITY | PURCHASE OF EXERCISE AND HEALTH MONITORING EQUIPMENT | $10,000 |
| VOGEL ALCOVE | |||||||
| 7557 RAMBLER ROAD STE 262 | DALLAS | TX | 75231 | NONE | PUBLIC CHARITY | OPERATING BUDGET | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $128,500 | 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 | $6,513 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,996 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,228 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $121,737 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,737 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | 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) |
| ALLEN BAIRD | ||||||
| 3 | 1600 TEXAS ST APT 2305 | FORT WORTH | TX | 76102 | $100,000 | Yes (X) |
| SCOTT BAIRD | ||||||
| 4 | 6208 TURNBERRY COURT | FORT WORTH | TX | 76132 | $5,000 | 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 (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $37,626 | $54,620 |
| AMERICAN INTL GROUP | $43,613 | $63,812 |
| APPLE COMPUTER INC | $37,266 | $98,178 |
| ASPEN INSURANCE HOLDINGS | $19,615 | $25,819 |
| BEMIS CO | $7,332 | $10,240 |
| BERKSHIRE HATHAWAY CI B | $41,835 | $68,172 |
| CAPITOL FED FINL INC | $27,229 | $27,248 |
| CHARLES SCHWAB CORP | $11,660 | $26,000 |
| COCA COLA COMPANY | $47,276 | $57,834 |
| CONOCOPHILLIPS | $17,023 | $28,260 |
| EXXONMOBIL | $44,183 | $69,524 |
| FIRST FINANCIAL BANCSHARES | $18,704 | $165,275 |
| GREENHILL & CO | $35,938 | $55,043 |
| JOHNSON & JOHNSON | $42,816 | $64,113 |
| LANCASHIRE HOLDINGS ORDF | $31,194 | $57,052 |
| LOWES COMPANIES INC | $17,787 | $37,906 |
| MATADOR RESOURCES | $39,981 | $74,560 |
| MICROSOFT CORP | $47,758 | $67,338 |
| PEPSICO INCORPORATED | $39,180 | $53,911 |
| PROCTER & GAMBLE CO | $21,441 | $28,494 |
| ROCKWELL COLLINS INC | $18,054 | $25,872 |
| SYSCO CORP | $32,238 | $43,320 |
| TARGET CORPORATION | $15,495 | $19,614 |
| TEVA PHARM INDS | $44,109 | $34,068 |
| THERMO FISHER SCIENTIFIC | $18,871 | $47,324 |
| VODAFONE GROUP PLC | $27,721 | $44,617 |
| CHARTER FINANCIAL CP | $25,967 | $25,848 |
| COMPASS MINERALS INTL | $32,294 | $36,023 |
| HARGREAVES SVCS | $16,996 | $17,610 |
| LEIDOS HOLDINGS INC | $24,345 | $32,543 |
| MAGNA INTERNATIONAL | $16,371 | $23,387 |
| ORACLE CORP | $49,984 | $57,390 |
| SCIENCE APPLICATIONS | $11,107 | $13,228 |
| SOUTHWEST ENERGY CO | $34,024 | $35,397 |
| WPX ENERGY INC | $47,976 | $50,950 |
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 | $118,900 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $120,737 | 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 | $124,132 | $117,911 |
| OSTERWEIS STRATEGIC | AT COST | $47,610 | $48,164 |
| TOBACCO SETTLEMENT AUTH IOWA | AT COST | $12,990 | $14,644 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN FDS EUROPACIFIC GROWTH | $81,262 | $81,262 | $128,727 |
| PIMCO TOTAL RETURN FUND | $147,038 | ||
| VANGUARD GNMA FUND | $52,078 | ||
| TEMPLETON GLOBAL BOND FUND | $71,250 | $70,765 | |
| GOLDMAN SACHS STRATEGIC | $71,250 | $72,061 | |
| PIMCO EXCHANGE TRADED FUND | $170,867 | $164,301 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $237 | $237 | $0 |
| BANK FEES | $9 | $9 | $0 |
| OUTSIDE SERVICES | $141 | $141 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $8,387 | $8,387 | $0 |
| MISCELLANEOUS FEES | $76 | $76 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $231 | $231 | $0 |
| EXCISE TAX | $2,878 | $0 | $0 |