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Nonprofiteer
← BAIRD FUND CORPORATION

Form 990 for tax year 2024

Filed by BAIRD FUND CORPORATION.

Totals

Total revenue
$264,148
Total expenses
$250,120
Contributions and grants received
$0
Grants paid
$234,480
Program service revenue
$103,683
Investment income
$158,670
Other revenue
$1,795
Total assets, end of year
$5,528,036
Total liabilities, end of year
$313,130
Net assets or fund balances, end of year
$5,214,906
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $103,683 · related or exempt $103,683

  • 3 · Investment income

    total $176,862 · unrelated business $176,862

  • 7a · Gross sales of assets other than inventory

    securities $453,918

  • 7b · Less cost or other basis and sales expenses

    securities $472,110

  • 7c · Gain or loss

    securities -$18,192

  • 7d · Net gain or loss

    total -$18,192 · unrelated business -$18,192

  • 11a · Other revenue: BAD DEBT RECOVERY

    total $1,795 · related or exempt $1,795

  • 11e · Other revenue, total

    $1,795

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $234,480

  • 11b · Fees: legal

    total $230

  • 11c · Fees: accounting

    total $2,233

  • 11f · Fees: investment management

    total $12,132

  • 13 · Office expenses

    total $1,045

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $88,136 · end of year $55,861

  • 4 · Accounts receivable

    beginning of year $8,841 · end of year $8,257

  • 11 · Investments: publicly traded securities

    beginning of year $4,968,062 · end of year $5,463,918

  • 25 · Other liabilities

    beginning of year $196,898 · end of year $313,130

  • 27 · Net assets without donor restrictions

    beginning of year $4,868,141 · end of year $5,214,906

Mission and programs · 2024

Mission

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

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

As filed on the 2024 return.

Listed in Part VII

  • ROBERT UMSTADTER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KRISTOFER SWANSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BEN SWARTZ

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • AUSTIN MARPLE

    CHIEF FINANCIAL OFFICER

    Total calculated
    $160,106
    From this org
    $0
    From related orgs
    $152,625
    Other
    $7,481
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $150,125 related
    Bonus
    $0 + $2,500 related
    Other
    $0
    Deferred
    $0 + $6,105 related
    Nontaxable benefits
    $0 + $1,376 related
    Filer's total
    $0 + $160,106 related

  • JEFF RUNDLE

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $338,289
    From this org
    $0
    From related orgs
    $304,452
    Other
    $33,837
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $274,452 related
    Bonus
    $0 + $30,000 related
    Other
    $0
    Deferred
    $0 + $8,930 related
    Nontaxable benefits
    $0 + $24,907 related
    Filer's total
    $0 + $338,289 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION IS PAID BY A RELATED ORGANIZATION, BETA THETA PI FRATERNITY. THE BOARD OF TRUSTEES OF THE BETA THETA PI FRATERNITY, THROUGH THE GENERAL SECRETARY, CONDUCTED AN ANNUAL PERFORMANCE AND COMPENSATION REVIEW FOR THE CEO BASED UPON THE TERMS OF THE CEO'S EMPLOYMENT CONTRACT. THE TRUSTEES REVIEWING THE EXECUTIVE COMPENSATION WERE NOT RELATED TO ANY OTHER TRUSTEE OR EXECUTIVE BY FAMILY OF BUSINESS CONNECTION. THE BOARD ANNUALLY REVIEWS OTHER PEER ORGANIZATIONS' 990S TO DETERMINE COMPENSATION FOR THE CEO.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
3 April 2026
IRS schema version
2024v5.5
Source object
202600939349301600

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