2025-11-10T08:00:25-06:00 2024-12-31 560570567 DMJPS PLLC 79 WOODFIN PLACE SUITE 300 ASHEVILLE NC 28801 990PF 2024-01-01 854384315 ROD AND BESS BAIRD FAMILY FOUNDATION RODA 8282304474 33 GROVEWOOD ROAD ASHEVILLE NC 28804 WILLIAM R BAIRD PRESIDENT 8282304474 2025-10-30 1 0 APRIL WESTMORELAND CPA P01245071 8282542374 2025-10-30 2024 2025-03-06 01:10:19Z X 520453 X 0 X 9112 9112 92066 229023 92066 101178 101178 0 0 0 9110 0 0 500 0 0 9610 0 0 14450 14450 24060 0 14450 77118 101178 2885 8302 8302 114356 10400 29463 165800 341471 482688 283041 360173 520453 0 0 X 0 0 0 0 283041 360173 283041 360173 283041 360173 283041 77118 14 360173 0 360173 ADOBE 2 SHARES D 2023-08-11 2024-02-02 1262 1017 245 245 ADOBE 2 SHARES D 2023-05-18 2024-02-02 1262 722 540 540 APPLE INC .2218 SHARES D 2021-08-13 2024-05-07 41 33 8 8 APPLE INC .2232 SHARES D 2021-11-12 2024-05-07 41 33 8 8 APPLE INC .2607 SHARES D 2021-05-14 2024-05-07 48 33 15 15 APPLE INC 79 SHARES D 2021-03-08 2024-05-07 14540 9219 5321 5321 APPLE INC 8 SHARES D 2021-03-08 2024-05-07 1472 934 538 538 BROADCOM INC AVGO 1 SHARES D 2023-08-11 2024-02-02 1220 826 394 394 BROADCOM INC AVGO 2 SHARES D 2023-05-18 2024-02-02 2441 1349 1092 1092 COSTCO WHOLESALE .0458 SHARES D 2021-11-15 2024-05-07 63 24 39 39 COSTCO WHOLESALE .0527 SHARES D 2021-08-16 2024-05-07 40 24 16 16 COSTCO WHOLESALE .0614 SHARES D 2021-05-17 2024-05-07 47 24 23 23 COSTCO WHOLESALE .0913 SHARES P 2021-11-15 2024-05-07 70 47 23 23 COSTCO WHOLESALE .1052 SHARES P 2021-08-16 2024-05-07 81 47 34 34 COSTCO WHOLESALE .1335 SHARES P 2024-02-20 2024-05-07 102 98 4 4 COSTCO WHOLESALE .1395 SHARES P 2022-02-22 2024-05-07 107 71 36 36 COSTCO WHOLESALE .1506 SHARES P 2022-08-15 2024-05-07 115 82 33 33 COSTCO WHOLESALE .1588 SHARES P 2022-11-11 2024-05-07 122 82 40 40 COSTCO WHOLESALE .1609 SHARES P 2023-11-20 2024-05-07 123 93 30 30 COSTCO WHOLESALE .1639 SHARES P 2023-02-21 2024-05-07 125 82 43 43 COSTCO WHOLESALE .1652 SHARES P 2022-05-16 2024-05-07 126 81 45 45 COSTCO WHOLESALE .1674 SHARES P 2023-09-11 2024-05-07 128 93 35 35 COSTCO WHOLESALE .1884 SHARES P 2023-05-22 2024-05-07 144 93 51 51 COSTCO WHOLESALE 10 SHARES D 2021-03-10 2024-05-07 7652 3225 4427 4427 COSTCO WHOLESALE 2 SHARES D 2023-05-31 2024-05-07 1530 1022 508 508 COSTCO WHOLESALE 2 SHARES D 2023-05-18 2024-05-07 1530 994 536 536 COSTCO WHOLESALE 20 SHARES D 2021-03-04 2024-05-07 15303 6440 8863 8863 COSTCO WHOLESALE 30 SHARES D 2021-03-18 2024-05-07 22955 9720 13235 13235 COSTCO WHOLESALE 30 SHARES D 2021-03-18 2024-05-07 22955 9768 13187 13187 ISHARES SELECT DIVIDEND ETF 2.2219 SHARES D 2022-03-31 2024-05-07 273 288 -15 -15 ISHARES SELECT DIVIDEND ETF 2.2983 SHARES D 2021-12-20 2024-05-07 283 269 14 14 ISHARES SELECT DIVIDEND ETF 2.4180 SHARES D 2023-06-14 2024-05-07 297 276 21 21 ISHARES SELECT DIVIDEND ETF 2.4714 SHARES D 2022-06-16 2024-05-07 304 283 21 21 ISHARES SELECT DIVIDEND ETF 2.6439 SHARES D 2021-04-01 2024-05-07 325 301 24 24 ISHARES SELECT DIVIDEND ETF 2.6493 SHARES D 2021-06-17 2024-05-07 326 314 12 12 ISHARES SELECT DIVIDEND ETF 2.7607 SHARES D 2020-12-21 2024-05-07 339 258 81 81 ISHARES SELECT DIVIDEND ETF 2.8312 SHARES P 2024-03-28 2024-05-07 348 348 0 0 ISHARES SELECT DIVIDEND ETF 2.8609 SHARES D 2021-10-01 2024-05-07 352 329 23 23 ISHARES SELECT DIVIDEND ETF 2.9038 SHARES D 2022-12-20 2024-05-07 357 346 11 11 ISHARES SELECT DIVIDEND ETF 2.9040 SHARES D 2023-03-30 2024-05-07 357 337 20 20 ISHARES SELECT DIVIDEND ETF 2.9586 SHARES D 2020-06-22 2024-05-07 364 243 121 121 ISHARES SELECT DIVIDEND ETF 3.4894 SHARES P 2023-12-28 2024-05-07 429 411 18 18 ISHARES SELECT DIVIDEND ETF 3.5467 SHARES D 2020-09-30 2024-05-07 436 290 146 146 ISHARES SELECT DIVIDEND ETF 300 SHARES D 2020-02-28 2024-05-07 36883 27166 9717 9717 ISHARES SELECT DIVIDEND ETF 4.0003 SHARES D 2020-04-01 2024-05-07 492 284 208 208 ISHARES SELECT DIVIDEND ETF 4.0325 SHARES D 2022-10-03 2024-05-07 496 442 54 54 ISHARES SELECT DIVIDEND ETF 4.7895 SHARES D 2023-10-03 2024-05-07 589 499 90 90 LILLY ELI & CO 1 SHARES D 2023-10-06 2024-02-02 664 560 104 104 LILLY ELI & CO 3 SHARES D 2023-08-11 2024-02-02 1991 1583 408 408 LILLY ELI & CO 3 SHARES D 2023-05-18 2024-02-02 1991 1309 682 682 META PLATFORMS 1 SHARES D 2023-05-31 2024-02-02 474 263 211 211 META PLATFORMS 8 SHARES D 2023-08-11 2024-02-02 3788 2410 1378 1378 META PLATFORMS 9 SHARES D 2023-05-18 2024-02-02 4262 2189 2073 2073 MICROSOFT CORP .0401 SHARES D 2021-12-10 2024-05-07 17 14 3 3 MICROSOFT CORP .0414 SHARES D 2023-09-15 2024-05-07 17 14 3 3 MICROSOFT CORP .0416 SHARES D 2021-09-10 2024-05-07 17 12 5 5 MICROSOFT CORP .0419 SHARES D 2023-06-09 2024-05-07 17 14 3 3 MICROSOFT CORP .0434 SHARES D 2022-03-11 2024-05-07 18 12 6 6 MICROSOFT CORP .0458 SHARES D 2023-09-15 2024-05-07 19 15 4 4 MICROSOFT CORP .0464 SHARES D 2023-06-09 2024-05-07 19 15 4 4 MICROSOFT CORP .0473 SHARES D 2022-09-09 2024-05-07 20 12 8 8 MICROSOFT CORP .0477 SHARES D 2021-06-11 2024-05-07 20 12 8 8 MICROSOFT CORP .0480 SHARES D 2022-03-11 2024-05-07 20 14 6 6 MICROSOFT CORP .0487 SHARES D 2022-06-10 2024-05-07 20 12 8 8 MICROSOFT CORP .0523 SHARES D 2022-09-09 2024-05-07 22 14 8 8 MICROSOFT CORP .0539 SHARES D 2022-06-10 2024-05-07 22 14 8 8 MICROSOFT CORP .0548 SHARES D 2023-03-10 2024-05-07 23 14 9 9 MICROSOFT CORP .0557 SHARES D 2022-12-09 2024-05-07 23 14 9 9 MICROSOFT CORP .0607 SHARES D 2023-03-10 2024-05-07 25 15 10 10 MICROSOFT CORP .0617 SHARES D 2022-12-09 2024-05-07 25 15 10 10 MICROSOFT CORP .0756 SHARES P 2024-03-14 2024-05-07 1 32 -31 -31 MICROSOFT CORP 10 SHARES D 2021-03-31 2024-05-07 4125 2329 1796 1796 MICROSOFT CORP 12 SHARES D 2021-03-31 2024-05-07 4949 2794 2155 2155 MICROSOFT CORP 20 SHARES D 2022-01-24 2024-05-07 8249 5700 2549 2549 NVIDIA CORP .0012 SHARES D 2023-07-03 2024-02-02 1 1 0 0 NVIDIA CORP .0012 SHARES D 2023-09-29 2024-02-02 1 1 0 0 NVIDIA CORP .0019 SHARES D 2022-03-25 2024-02-02 1 1 0 0 NVIDIA CORP .0019 SHARES D 2023-03-30 2024-02-02 1 1 0 0 NVIDIA CORP .0035 SHARES D 2022-12-23 2024-02-02 2 1 1 1 NVIDIA CORP .0036 SHARES D 2022-07-05 2024-02-02 2 1 1 1 NVIDIA CORP .0042 SHARES D 2022-09-30 2024-02-02 3 1 2 2 NVIDIA CORP 13 SHARES D 2023-08-11 2024-02-02 8454 5318 3136 3136 NVIDIA CORP 13 SHARES D 2022-01-20 2024-02-02 8454 3249 5205 5205 NVIDIA CORP 2 SHARES D 2023-07-03 2024-02-02 1301 851 450 450 NVIDIA CORP 5 SHARES D 2023-05-18 2024-02-02 3251 1584 1667 1667 SALESFORCE INC. D 2022-02-14 2024-02-02 5721 4116 1605 1605 TESLA INC 1 SHARES D 2023-05-31 2024-05-07 179 197 -18 -18 TESLA INC 11 SHARES D 2023-05-18 2024-05-07 1973 1929 44 44 TESLA INC 4 SHARES D 2023-12-07 2024-05-07 717 975 -258 -258 WALMART INC .8280 SHARES D 2023-09-06 2024-05-07 50 45 5 5 WALMART INC .8307 SHARES D 2023-09-06 2024-05-07 50 45 5 5 WALMART INC .8400 SHARES D 2022-04-05 2024-05-07 51 43 8 8 WALMART INC .8430 SHARES D 2022-04-05 2024-05-07 51 43 8 8 WALMART INC .8493 SHARES D 2021-09-08 2024-05-07 52 42 10 10 WALMART INC .8523 SHARES D 2021-09-08 2024-05-07 52 42 10 10 WALMART INC .8691 SHARES D 2022-01-04 2024-05-07 53 42 11 11 WALMART INC .8721 SHARES D 2022-01-04 2024-05-07 53 42 11 11 WALMART INC .8847 SHARES D 2021-06-02 2024-05-07 54 42 12 12 WALMART INC .8961 SHARES D 2023-04-04 2024-05-07 54 44 10 10 WALMART INC .8994 SHARES D 2023-04-04 2024-05-07 55 44 11 11 WALMART INC .9117 SHARES D 2023-01-04 2024-05-07 55 43 12 12 WALMART INC .9126 SHARES D 2023-05-31 2024-05-07 55 44 11 11 WALMART INC .9150 SHARES D 2023-01-04 2024-05-07 56 43 13 13 WALMART INC .9159 SHARES D 2023-05-31 2024-05-07 56 45 11 11 WALMART INC .9630 SHARES D 2022-09-07 2024-05-07 58 43 15 15 WALMART INC .9666 SHARES D 2022-09-07 2024-05-07 59 43 16 16 WALMART INC 1.0137 SHARES D 2022-06-01 2024-05-07 61 43 18 18 WALMART INC 1.0176 SHARES D 2022-06-01 2024-05-07 62 43 19 19 WALMART INC 1.6597 SHARES P 2024-04-02 2024-05-07 101 98 3 3 WALMART INC 1.6866 SHARES P 2024-01-03 2024-05-07 102 90 12 12 WALMART INC 1.7040 SHARES D 2021-06-02 2024-05-07 103 80 23 23 WALMART INC 1.7178 SHARES D 2021-02-23 2024-05-07 104 78 26 26 WALMART INC 1.7178 SHARES D 2021-02-23 2024-05-07 104 78 26 26 WALMART INC 225 SHARES D 2021-03-03 2024-05-07 13647 9600 4047 4047 WALMART INC 225 SHARES D 2021-03-04 2024-05-07 13647 9525 4122 4122 CAPITAL GAINS DIVIDENDS P 384 384 384 92066 1406 0 1406 0 1406 68 0 0 0 68 23 1361 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 482237 16107 0 498344 0 0 498344 7475 490869 24543 24543 1406 1406 23137 0 23137 0 23137 14450 0 14450 23137 12577 0 0 14450 12577 0 0 1873 0 0 0 0 0 0 0 0 21264 0 0 0 WILLIAM R BAIRD BESS S BAIRD X CAMP GRIER - OLD FORT STRONG 985 CAMP GRIER RD OLD FORT NC 28762 NONE 501(C)(3) CASH DONATION 8000 CAMP GRIER - G5 TRAILS 985 CAMP GRIER RD OLD FORT NC 28762 NONE 501(C)(3) CASH DONTION 2450 ARROWHEAD ARTISTS AND ARTISANS LEAGUE 78C SOUTH CATAWBA AVENUE OLD FORT NC 28762 NONE 501(C)(3) CASH DONATION 2000 MOUNTAIN BIZWORK 153 S LEXINGTON AVE ASHEVILLE NC 28801 NONE 501(C)(3) CASH DONATION 2000 14450 0 14 9112 18 92066 0 101178 0 101178 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND TAX PREP 9110 0 0 BERKSHIRE HATHAWAY 10400 29463 INVESCO QQQ TRUST AT COST 27290 57259 ISHARES CORE S&P 500 AT COST 177346 260927 SCHWAB INTERNATIONAL AT COST 14943 22636 SCHWAB US LARGE CAP ETF AT COST 66591 85549 VANGUARD WELLESLEY INCOM AT COST 14270 17073 VANGUARD FTSE DEVELOPED MARKETS AT COST 41031 39244 ROUNDING 14 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 500 0 0