2024-11-12T13:26:25-06:00 2023-12-31 560570567 DMJPS PLLC 79 WOODFIN PLACE SUITE 300 ASHEVILLE NC 28801 990PF 2023-01-01 854384315 ROD AND BESS BAIRD FAMILY FOUNDATION RODA 8282304474 33 GROVEWOOD ROAD ASHEVILLE NC 28804 WILLIAM R BAIRD PRESIDENT 8282304474 2024-11-08 1 0 APRIL WESTMORELAND CPA P01245071 8282542374 2024-11-08 2023 2024-10-15 13:58:12Z X 441606 X 114310 3660 3660 32117 56203 32117 150087 35777 0 0 0 3278 0 0 100 0 0 3378 0 0 12151 12151 15529 0 12151 134558 35777 2125 2885 2885 98571 114356 185903 132469 165800 252818 233165 283041 441606 0 0 X 0 0 0 0 233165 283041 233165 283041 233165 283041 233165 134558 1 367724 84683 283041 NVIDIA CORP .0129 SHARES P 2023-03-30 2023-06-06 5 4 1 1 NVIDIA CORP .0235 SHARES P 2022-12-23 2023-06-06 9 4 5 5 NVIDIA CORP .0285 SHARES P 2022-09-30 2023-06-06 11 3 8 8 NVIDIA CORP .0243 SHARES P 2022-07-05 2023-06-06 9 3 6 6 NVIDIA CORP .0160 SHARES P 2021-09-24 2023-06-06 6 3 3 3 NVIDIA CORP .0172 SHARES P 2021-07-02 2023-06-06 7 4 3 3 NVIDIA CORP .0256 SHARES D 2021-04-01 2023-06-06 10 4 6 6 NVIDIA CORP 48 SHARES D 2021-03-04 2023-06-06 18679 5964 12715 12715 NVIDIA CORP 40 SHARES D 2021-02-25 2023-06-06 15566 5342 10224 10224 NVIDIA CORP .0114 SHARES P 2021-12-27 2023-06-06 4 3 1 1 NVIDIA CORP .0127 SHARES P 2022-03-25 2023-06-06 5 4 1 1 APPLE INC 20 SHARES D 2021-02-23 2023-11-15 3758 2435 1323 1323 APPLE INC 40 SHARES D 2021-02-23 2023-11-15 7515 4923 2592 2592 APPLE INC 3 SHARES D 2021-03-08 2023-11-15 564 350 214 214 DELTA AIR LINES INC 240 SHARES D 2020-04-06 2023-12-13 9836 5040 4796 4796 CAPITAL GAINS DIVIDENDS P 219 219 219 32117 497 0 497 0 497 65 0 500 0 565 0 68 68 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 N/A ROD BAIRD 8282304474 33 GROVEWOOD ROAD ASHEVILLE NC 28804 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM R BAIRD 33 GROVEWOOD RD ASHEVILLE NC 28804 PRESIDENT 1.00 0 0 0 BESS S BAIRD 33 GROVEWOOD RD ASHEVILLE NC 28804 VICE PRESIDENT 1.00 0 0 0 GRANT BAIRD 33 GROVEWOOD RD ASHEVILLE NC 28804 SECRETARY 1.00 0 0 0 AMBER BAIRD 2026 PARSONS RIDGE CR DULUTH GA 30097 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 262712 2742 0 265454 0 0 265454 3982 261472 13074 13074 497 497 12577 0 12577 0 12577 12151 0 12151 12577 12151 0 0 12151 12151 0 0 0 0 0 0 0 0 0 0 0 12577 0 0 0 WILLIAM R BAIRD BESS S BAIRD X FRIENDS OF FONTA FLORA STATE TRAIL INC PO BOX 698 MARION NC 28752 NONE 501(C)(3) DEVELOPMENT OF THE FONTA FLORA STATE TRAIL TO CONNECT BUNCOMBE, MCDOWELL & BURKE COUNTIES 12151 12151 0 14 3660 18 32117 0 35777 0 35777 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM R BAIRD LIVING TRUST 33 GROVEWOOD RD ASHEVILLE NC 28804 65375 X 2 BAIRD FAMILY IRREVOCABLE TRUST 33 GROVEWOOD RD ASHEVILLE NC 28804 53229 X 3 BESS BAIRD SPOUSAL ACCESS TRUST 33 GROVEWOOD RD ASHEVILLE NC 28804 30511 X 1 240 SH DELTA AIRLINES INC 9659 2023-12-07 1 345.4598 SH ISHARES SELECT DIVIDEND 39317 2023-12-07 1 663.6740 SH VANGUARD WELLESLEY 16399 2023-12-07 2 22.4982 SH MICROSOFT 8282 2023-12-07 2 78.5620 SH WALMART 12026 2023-12-07 2 20 SH NVIDIA 10042 2023-12-18 2 18 SH META PLATFORMS 6234 2023-12-18 2 7 SH LILLY ELI & CO 4033 2023-12-18 2 16 SH TESLA 4054 2023-12-18 2 3 SH BROADCOM 3442 2023-12-18 2 4 SH COSTCO WHOLESALE 2718 2023-12-18 2 4 SH ADOBE 2398 2023-12-18 3 13.0175 SH NVIDIA 6000 2023-12-07 3 78.8448 SH WALMART 12077 2023-12-07 3 20.3332 SH MICROSOFT 7485 2023-12-07 3 20 SH SALESFORCE 4949 2023-12-07 ACCOUNTING AND TAX PREP 3278 0 0 ADOBE 1739 2386 APPLE 10252 16886 BERKSHIRE HATHAWAY 10400 23183 BROADCOM 2175 3349 COSTCO 32012 63137 LILLY ELI & CO 3453 4080 META PLATFORMS 4863 6371 MICROSOFT 11056 16106 NVIDIA CORP 11006 16351 SALESFORCE 4116 5263 TESLA 3101 3976 WALMART 20183 24815 INVESCO QQQ TRUST AT COST 15332 34469 ISHARES CORE S&P 500 AT COST 49630 94569 ISHARES SELECT DIVIDEND AT COST 32335 40904 SCHWAB INTERNATIONAL AT COST 14234 21931 SCHWAB US LARGE CAP ETF AT COST 40630 44386 VANGUARD WELLESLEY INCOM AT COST 13639 16559 ADJUSTING BASIS OF CONTRIBUTED SECURITIES TO REFLECT ROLLOVER BASIS 84683 ROUNDING 1 WILLIAM R BAIRD LIVING TRUST 33 GROVEWOOD RD ASHEVILLE NC 28804 BAIRD FAMILY TRUST 33 GROVEWOOD RD ASHEVILLE NC 28804 BESS S BAIRD LIVING TRUST 33 GROVEWOOD RD ASHEVILLE NC 28804 BESS BAIRD SPOUSAL ACCESS TRUST 33 GROVEWOOD RD ASHEVILLE NC 28804 EXCISE TAX 100 0 0