2024-11-14T14:07:54+00:00 2023-12-31 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990PF 2023-01-01 760457820 Eula Mae and John Baugh Foundation EULA 2102013719 13423 Blanco Road 1018 San Antonio TX 78216 Callie Langton Executive Director 2024-11-14 true Jeanette Verrelli P00742631 9727028262 2024-11-14 2023 2024-10-15 13:58:12Z X 255683801 X 7600000 978074 953489 4353325 4328155 18482525 123658349 18482525 0 0 0 0 0 0 31413924 23764169 0 279850 139925 139925 68101 34051 34050 0 0 0 0 6670 0 0 6670 911102 911102 0 0 15665 15665 594957 51912 0 0 0 0 0 18338 18338 582424 570919 0 11505 2477107 1723574 0 210488 11733768 11733768 14210875 1723574 0 11944256 17203049 22040595 0 4230765 54326648 54326648 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 148272915 152951895 152951895 22801103 0 0 0 0 0 0 0 48405258 48405258 0 0 0 0 0 0 0 175304783 255683801 255683801 606 0 0 0 0 0 606 0 X 524713 524713 0 0 174779464 255159088 175304177 255683801 175304783 255683801 175304177 17203049 63176575 255683801 0 255683801 JP Morgan 0002 Short Term P 2023-01-01 2023-12-31 25621325 25221157 400168 0 400168 JP Morgan 0002 Long Term P 2022-12-31 2023-12-31 97662341 89392904 8269437 0 8269437 JP Morgan 3003 Short Term P 2023-01-01 2023-12-31 46658 35059 11599 0 11599 JP Morgan 3003 Long Term P 2022-12-31 2023-12-31 328025 247097 80928 0 80928 Morgan Stanley 729090 Long Term P 2022-12-31 2023-12-31 101151 101365 -214 0 -214 Clearbridge Long Term P 2022-12-31 2023-12-31 0 26750 -26750 0 -26750 Earnest Long Term P 2022-12-31 2023-12-31 469722 0 469722 0 469722 Fiduciary Management Long Term P 2022-12-31 2023-12-31 673348 0 673348 0 673348 Harding Loevner Long Term P 2022-12-31 2023-12-31 367247 0 367247 0 367247 Pinnacle Long Term P 2022-12-31 2023-12-31 528314 0 528314 0 528314 TD Ameritrade Long Term P 2022-12-31 2023-12-31 0 81614 -81614 0 -81614 Alkeon Growth RJ Partners Short Term P 2023-01-01 2023-12-31 2733235 0 2733235 0 2733235 CIBC Short Term P 2023-01-01 2023-12-31 2928845 0 2928845 0 2928845 Clearbridge Short Term P 2023-01-01 2023-12-31 89 0 89 0 89 Credit Value Fund Short Term P 2023-01-01 2023-12-31 0 441453 -441453 0 -441453 Earnest Short Term P 2023-01-01 2023-12-31 9187 0 9187 0 9187 Harding Loevner Short Term P 2023-01-01 2023-12-31 8943 0 8943 0 8943 Pinnacle Short Term P 2023-01-01 2023-12-31 0 110370 -110370 0 -110370 Special Situations Tech II Short Term P 2023-01-01 2023-12-31 748357 0 748357 0 748357 Special Situations III Short Term P 2023-01-01 2023-12-31 706166 0 706166 0 706166 Special Situations Life Sciences Short Term P 2023-01-01 2023-12-31 682288 0 682288 0 682288 TD Ameritrade Short Term P 2023-01-01 2023-12-31 525053 0 525053 0 525053 18482525 0 306364 306364 306364 541376 541376 X 1620 233392 233392 0 false false false 0 0 0 false false true true false true true TX true false false false false true WWW.BAUGHFOUNDATION.COM Callie Langton 2102013719 13423 Blanco Road 1018 San Antonio TX 78216 false false false false true false false false false false false false false false false false false false false false false false Jacqueline B Moore 13423 Blanco Road San Antonio TX 78216 President 5.000 0 0 0 Julia Strathe Baugh 13423 Blanco Road San Antonio TX 78216 Vice President/Secretary 5.000 0 0 0 Katherine Moore 13423 Blanco Road San Antonio TX 78216 Trustee 5.000 0 0 0 John S Moore 13423 Blanco Road San Antonio TX 78216 Trustee 5.000 0 0 0 Jacob T Moore 13423 Blanco Road San Antonio TX 78216 Treasurer 5.000 0 0 0 Callie Langton 13423 Blanco Road San Antonio TX 78216 Executive Director 40.000 250000 29850 0 0 Douglas C Chiles 15329 Clevedon Lane Houston TX 77040 Consulting 509500 0 195406559 19690719 0 215097278 0 215097278 3226459 211870819 10593541 10593541 306364 306364 10287177 10287177 10287177 11944256 0 0 11944256 10287177 2945674 0 11944256 2945674 0 0 8998582 0 0 0 0 0 0 1288595 0 0 0 0 0 0 0 0 Callie Langton 13423 Blanco Rd 1018 San Antonio TX 78216 2102013719 www.baughfoundation.org Grant requests must be submitted on-line. October 1st of each year. THE BAUGH FOUNDATION SEEKS TO SUPPORT NONPROFIT ORGANIZATIONS THAT REFLECT THE LOVE OF CHRIST BY PROVIDING ASSISTANCE TO THOSE IN NEED, ENRICHING THE LIVES OF CHILDREN AND YOUTH, KEEPING FAITH COMMUNITIES INFORMED AND ENGAGED, AND PROTECTING INDIVIDUAL FREEDOMS. See Attached Schedule 13423 BLANCO ROAD 1018 San Antonio TX 78216 N/A PC See Attached Schedule 11733768 11733768 0 14 978074 14 4353325 523000 87053 18 18395472 87053 23726871 0 23813924 false false false false false false false false false false X X 1 Estate of Barbara Baugh 15329 Clevedon Lane Jersey Village TX 77040 7600000 X Accounting Fees 6670 6670 Bonds 0 0 Accrued Interest 0 0 Managed Equities 0 0 International Funds 0 0 Hedge Funds 0 0 Private Equity Funds 0 0 Sysco Corporation 0 0 JP Morgan #0002 139820093 139820093 JP Morgan #3003 12969825 12969825 Stifel #5445 161977 161977 Investment in Alkeon Growth RJ Partners FMV 7861956 7861956 Investment in Special Situations Technology Fund II FMV 3790258 3790258 Investment in Special Situations Life Sciences Fund FMV 2188297 2188297 Investment in Special Situations Fund III QP FMV 3930522 3930522 JP Morgan #0002 FMV 13970289 13970289 JP Morgan #8009 FMV 7676614 7676614 Morgan Stanley #729090 & #779090 FMV 8914415 8914415 Stifel #4604 FMV 72907 72907 Bank Charges & Fees 159752 159752 Expense Reimbursements 11505 11505 Alkeon Growth RJ Partners K-1 Deductions 102815 102815 Special Situations Life Sciences K-1 Deductions 33222 33222 Miscellaneous Expenses 275130 275130 Unrealized Gains 23485835 Timing Differences 39690740 Investment Management Fees 386113 386113 Consulting Fees 524989 524989 Federal Excise Tax 543045 Foreign Tax Withheld 51912 51912