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Nonprofit · EIN 88-3732510

BAIRD FUND CORPORATION

Tax-exempt · OXFORD, OH 45056

Financials

$202K$236K2023$264K$250K2024
Revenue Expenses · by fiscal year end
Financials of BAIRD FUND CORPORATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990$264,148$250,120$14,028$5,528,036$313,130$5,214,906
May 31, 2024990$201,997$236,374-$34,377$5,065,039$196,898$4,868,141
Financial details: 990 for the year ended May 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$103,683
Investment income
$158,670
Net gain from sales of assets
-$18,192
Other revenue
$1,795

Expenses

Grants and similar amounts paid
$234,480
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$230
Accounting fees
$2,233

Balance sheet and other

Total assets, start of year
$5,065,039
Total assets, end of year
$5,528,036
Total liabilities, end of year
$313,130
Net assets, end of year
$5,214,906
Publicly traded securities
$5,463,918
Net assets without donor restrictions
$5,214,906
Gross unrelated business income
$158,670
Gross receipts
$736,258
Employees
0
Volunteers
3
Year formed
2022
State of legal domicile
OH

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended May 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JEFF RUNDLECHIEF EXECUTIVE OFFICER
Officer
1$0$304,452$33,837
AUSTIN MARPLECHIEF FINANCIAL OFFICER
Officer
1$0$152,625$7,481
ROBERT UMSTADTERBOARD MEMBER
Trustee or director
1$0$0$0
KRISTOFER SWANSONBOARD MEMBER
Trustee or director
1$0$0$0
BEN SWARTZPRESIDENT
Trustee or director, Officer
1$0$0$0
990 for the year ended May 31, 2024: 6 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JEFF RUNDLECHIEF EXECUTIVE OFFICER
Officer
1$0$234,141$61,742
URI ORMSBY END 1223CHIEF FINANCIAL OFFICER
Officer
1$0$103,769$55,284
AUSTIN MARPLE BEG 1223CHIEF FINANCIAL OFFICER
Officer
1$0$25,608$1,024
ROBERT UMSTADTERBOARD MEMBER
Trustee or director
1$0$0$0
KRISTOFER SWANSONBOARD MEMBER
Trustee or director
1$0$0$0
DAVE WRIGHTPRESIDENT
Trustee or director, Officer
1$0$0$0

Address and contacts

Address (IRS master file)
5134 BONHAM RD, OXFORD, OH 45056-1429
Principal officer (990 for 2024)
JEFF RUNDLE, 5134 BONHAM ROAD, OXFORD, OH 45056
Signed the 990
JEFF RUNDLE, CEO
Phone
(513) 523-7591
Return prepared by
BLUE & CO LLC

Mission

MANAGE THE ENDOWMENT THAT SUPPORTS THE PUBLICATION AND DISTRIBUTION OF THE BETA THETA PI MAGAZINE TO BETA THETA PI FRATERNITY MEMBERS AND SUPPORTERS.

990 for the year ended May 31, 2025

Program accomplishments

  • MANAGE THE ENDOWMENT THAT SUPPORTS THE PUBLICATION AND DISTRIBUTION OF THE BETA THETA PI MAGAZINE TO BETA THETA PI FRATERNITY MEMBERS AND SUPPORTERS.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990 on file
2023May 31, 2024October 15, 2024990 on file

IRS record

EIN
88-3732510
Tax-exempt status
501(c)(2): Title-holding corporation
Donations deductible
No
Exempt since
2024
Accounting year ends
May
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,528,036
Income (IRS master file)
$736,258

Filing history

FormYear endedRevenueExpensesAssetsReturn
990May 2025$264,148$250,120$5,528,036XML
990May 2024$201,997$236,374$5,065,039XML

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 88-3732510).

Questions about BAIRD FUND CORPORATION

What is the EIN of BAIRD FUND CORPORATION?
The employer identification number (EIN) of BAIRD FUND CORPORATION is 88-3732510.
Is BAIRD FUND CORPORATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(2) since 2024.
Are donations to BAIRD FUND CORPORATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BAIRD FUND CORPORATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of BAIRD FUND CORPORATION due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BAIRD FUND CORPORATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended May 2025.
Who is the principal officer of BAIRD FUND CORPORATION?
The 990 for the year ended May 31, 2025 names JEFF RUNDLE.
Who are the officers and directors of BAIRD FUND CORPORATION?
The 990 for the year ended May 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does BAIRD FUND CORPORATION have?
On its 990 for the year ended May 31, 2025 it reported revenue of $264,148, expenses of $250,120 and total assets of $5,528,036 at year end.

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