2025-11-17T14:51:37-05:00 2024-12-31 990918811 M WILSON ADVISORY LLC 100 LEXINGTON ST STE 150 FORT WORTH TX 761022744 990PF 2024-01-01 752734849 THE NINNIE L BAIRD FOUNDATION NINN 8173480577 301 COMMERCE STREET SUITE 1380 FORT WORTH TX 76102 HUNTER BAIRD VP/TREASURER 2025-11-14 false MARK A WILSON CPA P00295916 8173328700 2025-11-17 2024 2025-03-06 01:10:19Z X 4610563 X 39750 3906 3906 105928 105928 139506 287928 289090 109834 16150 16150 1085 1085 196 196 17431 17431 0 290744 290744 308175 17431 290744 -19085 92403 4324 23049 23049 323212 71483 71483 50019 203544 203544 1017947 1061664 3352847 1018558 1035235 949093 10547 10547 10547 2424607 2405522 4610563 0 X 1025000 1025000 1399607 1380522 2424607 2405522 2424607 2405522 2424607 -19085 2405522 2405522 1284 1284 1284 1993 1993 X 1 708 708 false false false false false false false true true TX false false false false true N/A HUNTER BAIRD 8173480577 3808 BENT ELM LANE BENBROOK TX 76109 false false false false false false false false false false false false false false false false false false false false JANET BAIRD QUISENBERRY 7700 GREENWAY BLVD H101 DALLAS TX 75209 PRESIDENT 1.00 0 0 0 P BRADLEY LUMMIS 301 COMMERCE ST SUITE 1380 FORT WORTH TX 76102 SECRETARY 1.00 0 0 0 HUNTER BAIRD 3808 BENT ELM LANE BENBROOK TX 76109 VP/TREASURER 1.00 0 0 0 VIRGINIA BAIRD THOMAS 2735 N KENMORE AVE UNIT 1 S CHICAGO IL 60614 ASSISTANT SE 0.50 0 0 0 STEVEN BAIRD 2441 WINTON TERRACE WEST FORT WORTH TX 76109 DIRECTOR 0.50 0 0 0 JOHN ENGERT 306 CORONA AVE ALAMO HEIGHTS TX 78209 DIRECTOR 0.50 0 0 0 ANNA BROOKS GUAJARDO 6817 KIRKWOOD DRIVE FORT WORTH TX 76116 DIRECTOR 0.50 0 0 0 RICK LINDBERG 1210 SUNRISE DRIVE ALLEN TX 75002 DIRECTOR 0.50 0 0 0 MARGARET BAIRD LYNN 3809 CRESTWOOD TERRACE FORT WORTH TX 76107 DIRECTOR 0.50 0 0 0 STEPHANIE REYNOLDS HARVEY 4900 WESTRIDGE 3 FORT WORTH TX 76116 DIRECTOR 0.50 0 0 0 GREG WHITHEAD 424 HAZELWOOD DRIVE WEST FORT WORTH TX 76107 DIRECTOR 0.50 0 0 0 NONE NONE N/A 4345865 211034 10457 4567356 4567356 68510 4498846 224942 224942 1284 1284 223658 223658 223658 290744 290744 223658 32635 64181 29016 45563 171395 290744 223658 67086 238481 0 238481 32635 64181 29016 45563 67086 THE NINNIE L BAIRD FOUNDATION 301 COMMERCE ST STE 1380 FORT WORTH TX 76102 8173480577 NINNIELBAIRDFOUNDATION@GMAIL.COM WRITTEN MARCH 1ST OF THE YEAR FOR GRANTS TO BE MADE DURING THAT CALENDAR YEAR. PROGRAMS LOCATED IN TEXAS THAT IMPROVE THE QUALITY OF LIFE FOR CHILDREN AND FAMILIES THROUGH FAMILY PRESERVATION, EDUCATION AND NUTRITION. 24 HOUR CLUB 4636 ROSS AVE DALLAS TX 75204 NONE PUBLIC CHTY WOMEN'S EMPOWERMNET 10000 ACT FOUNDATION PO BOX 114 251 W LANCASTER AVE FORT WORTH TX 76102 NONE PUBLIC CHTY SECURITY, TECH, OFFICE IMPROVEMENTS 10000 AUSTIN STREET CENTER PO BOX 710729 DALLAS TX 75371 NONE PUBLIC CHTY THE SISTERHOOD PROJECT 10000 BRAVE LOVE 2633 MCKINNEY AVE 130-26 DALLAS TX 75204 NONE PUBLIC CHTY BIRTH MOM SUPPORT & EDUCATION 8000 CANDLELIGHT RANCH PO BOX 26367 AUSTIN TX 78755 NONE PUBLIC CHTY CAMP IMPROVEMENTS 10000 CLAYTON DABNEY 2825 OAK LAWN AVE 192136 DALLAS TX 75219 NONE PUBLIC CHTY MEDICINE OF THE HEART PROGRAM 5000 CRISTO REY FORT WORTH COLLEGE PREP 2633 ALTA MESA BLVD FORT WORTH TX 76133 NONE PUBLIC CHTY CLASSROOM FURNITURE 10000 DALLAS HOLOCAUST MUSEUM 300 N HOUSTON ST DALLAS TX 75202 NONE PUBLIC CHTY EDUCATIONAL MATERIALS 10000 EDUCATIONAL FIRST STEPS 2815 GASTON AVE DALLAS TX 75226 NONE PUBLIC CHTY EARLY CHILDHOOD LEARNING 10000 FIVE LOAVES FOOD PANTRY 4401 WILLIFORD RD SACHSE TX 75048 NONE PUBLIC CHTY STUDENT FEEDING PROGRAM 10000 FORT WORTH ACADEMY 7301 DUTCH BRANCH RD FORT WORTH TX 76132 NONE PUBLIC CHTY SWINGS PROJECT 5000 FUNKYTOWN FOOD PROJECT 5532 ROCKY CREEK PARK RD CROWLEY TX 76036 NONE PUBLIC CHTY SUMMER PROGRAM 10000 LVTRISE 8201 CALMONT AVE FORT WORTH TX 76116 NONE PUBLIC CHTY YOUTH SPORTS PROGRAM 15000 GILL CHILDREN'S SERVICES 555 HEMPHILL ST STE 200 FORT WORTH TX 76104 NONE PUBLIC CHTY URGENT CHILDREN'S NEEDS 10000 HEROES FOR CHILDREN 6010 W SPRING CREEK PKWY PLANO TX 75024 NONE PUBLIC CHTY FINANCIAL ASSISTANCE PROGRAM 5000 LENA POPE 3200 SANGUINET ST FORT WORTH TX 76107 NONE PUBLIC CHTY WALKWAY 7744 LORETO HOUSE 1100 N BONNIE BRAE ST DENTON TX 76201 NONE PUBLIC CHTY BILINGUAL ADVOCACY & FAITH SVCS 5000 METHODIST JUSTICE MINISTRY 750 W 5TH ST FORT WORTH TX 76102 NONE PUBLIC CHTY CLIENT SUPPORT SERVICES 10000 NORTHSIDE INTER-COMMUNITY AGENCY 1600 CIRCLE PARK BLVD FORT WORTH TX 76164 NONE PUBLIC CHTY TECHNOLOGY 5000 OUR FRIENDS PLACE 6500 GREENVILLE AVE STE 620 DALLAS TX 75206 NONE PUBLIC CHTY SECURITY SYSTEM UPGRADE 15000 OUTLOUD 3137 IRVING BLVD STE 313 DALLAS TX 75247 NONE PUBLIC CHTY TECHNOLOGY EQUIPMENT 10000 PROJECT 4031 708 MAY ST FORT WORTH TX 76104 NONE CHTY FAMILIES PROGRAM 10000 SHARING LIFE 3795 WEST EMPORIUM CIR MESQUITE TX 75150 NONE PUBLIC CHTY GED CLASSROOM TECHNOLOGY 10000 THE ART OF LIVING 1505 E LANCASTER AVE FORT WORTH TX 76102 NONE PUBLIC CHTY YOUTH EDUCATION & MENTORING 5000 THE ARTIST OUTREACH 8117 PRESTON RD STE 300 DALLAS TX 75225 NONE PUBLIC CHTY STREAMLINERS PROGRAM 10000 THE WARM PLACE 809 LIPSCOMB ST FORT WORTH TX 76104 NONE PUBLIC CHTY GRIEF SUPPORT PROGRAM 10000 TOGETHER WE THRIVE 5955 ALPHA RD 404 DALLAS TX 75240 NONE PUBLIC CHTY STUDENT NEEDS 10000 UNION GOSPEL MISSION - DALLAS 3211 IRVING BLVD DALLAS TX 75247 NONE PUBLIC CHTY SHELTER OPERATIONS 10000 UNION GOSPEL MISSION - TARRANT PO BOX 1957 FORT WORTH TX 76101 NONE PUBLIC CHTY IPADS - CHILDREN'S ENRICHMENT 15000 UNITED WAY OF TARRANT COUNTY 201 N RUPERT ST STE 107 FORT WORTH TX 76107 NONE PUBLIC CHTY AC UNITS FOR SUMMER NEED 10000 WAXAHACHIE CARE SERVICES PO BOX 371 WAXAHACHIE TX 75168 NONE PUBLIC CHTY FREEZER 10000 290744 14 3906 14 105928 139506 109834 139506 249340 false false false false false false false false false false X X 1 STEVEN BAIRD 2441 WINTON TERRACE WEST FORT WORTH TX 76109 5000 X 2 JOHN ENGERT 58 WATERFORD BEND THE WOODLANDS TX 77381 6000 X 3 LUMMIS ASSET MANAGEMENT LP 301 COMMERCE ST STE 1380 FORT WORTH TX 76102 7500 X CHARLES SCHWAB SCHEDULE 2020-01 PURCHASE 2024-12 287928 148422 139506 CALAMOS MARKET NEUTRAL I 61412 67913 DOUBLELINE TOTAL RETURN 282349 235583 FROST TOTAL RETURN 249428 232805 GOLDMAN SACHS CORE FIXED 112421 91575 GUGGENHEIM MACRO OPPORTUNITY 97999 90297 JPMORGAN GLOBAL BOND 97416 91307 OSTERWEIS STRATEGIC INCOME 110608 114686 VANGUARD TOTAL 23602 24927 ABBOTT LABS 21688 106889 ACADEMY SPORTS & OUTDOORS ACUITY BRANDS INC 34988 97864 ACUSHNET HOLDINGS CO 30095 119770 ALPHABET INC CLASS C 33381 159017 AMERICAN INTL GROUP 43613 91000 APPLE COMPUTER INC 13504 454512 BERKSHIRE HATHAWAY CI B 32517 208509 CHARLES SCHWAB CORP 10565 67349 CONOCO PHILLIPS 17023 39668 DEVON ENERGY CORP 54733 50699 DOLLAR GENERAL CORP 32824 36394 EXXON MOBIL CORPORATION 44183 73901 FIRST FINANCIAL BANCSHARES INC 90990 GARRETT MOTION INC 75253 84431 GENERAL DYNAMICS CORP 41631 90114 GOLDMAN SACHS GQG 37403 47160 JOHNSON & JOHNSON 38670 91834 MATADOR RESOURCES 30097 178682 MICROSOFT CORP 19221 335514 MIDDLEBY CORP 34906 46053 OAKMARK INTERNATIONAL CL I 21960 22712 ORACLE CORP 36545 188303 PEPSICO INCORPORATED 35053 89715 REALTY INCOME CORP 28831 32901 ROSS STORES INC 24439 109671 SOUTH ST CORP 25941 52824 THE COCA COLA COMPANY 47276 87164 THERMO FISHER SCIENTIFIC 7516 88959 TRIPLE FLAG PRECIOUS METALS 92500 84600 VANGUARD FTSE EUROPE 21433 24372 VANGUARD PACIFIC VPRS 23239 24012 WELLS FARGO BANK 50636 77264 203544 203544 ACCRUAL TIMING DIFFERENCE 10547 10547 10547 EXPENSES OTHER EXPENSES 196 196 INVESTMENT ADVISORY FEES 16150 16150 TAXES 1085 1085