2024-10-16T11:37:16-07:00 2023-12-31 750891441 Baptist Foundation of Texas 1717 Main St Ste 1400 Dallas TX 75201 990 2023-01-01 756040747 KOKERNOT TRUST HIGHGROUND ADVISORS KOKE 2149783300 1717 MAIN ST STE 1400 DALLAS TX 75201 KARI MCGREGOR Vice President 2024-10-16 true true KARI MCGREGOR P01700306 2149783300 2023 2024-10-15 13:58:12Z 1717 MAIN ST STE 1400 DALLAS TX 75201 489498 false X N/A X 1940 TX Trust instrument requires income to be paid to Baylor University, University of Mary Hardin-Baylor & Southwestern Baptist Theological Seminary, charitable organizations described in 170(c) (2) operated under the auspices of the Baptist General Convention of Texas, an organization of Baptist churches. 1 0 0 0 0 0 494900 489498 0 494900 489498 0 0 0 0 0 477099 476337 477099 476337 17801 13161 2889245 2902406 0 2889245 2902406 X Trust instrument requires income to be paid to Baylor University, University of Mary Hardin-Baylor & Southwestern Baptist Theological Seminary, charitable organizations described in 170(c) (2) operated under the auspices of the Baptist General Convention of Texas, an organization of Baptist churches. false false 476219 BAYLOR UNIVERSITY $316,146SOUTHWESTERN BAPTIST THEOLOGICAL SEMINARY $158,073UNIVERSITY OF MARY HARDIN-BAYLOR $2,000 476219 true false false false false false false false false true false true false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false true false false false true 0 0 false 0 false false false false false false false 0 false false false false false false false false false false X 1 0 false false false false false false false true true false false false true true true true true true true false X KARI MCGREGOR VICE PRESIDENT 2149783300 1717 MAIN ST STE 1400 DALLAS TX 75201 X HIGHGROUND ADVISORS Trustee 0.00 0.00 X 0 0 0 0 false false false 0 0 0 489498 489498 0 0 0 0 0 0 0 0 489498 489498 0 0 0 0 0 0 0 0 0 0 0 0 118 118 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DISTRIBUTIONS TO INSTITUTIONS 476219 476219 0 476337 476219 118 0 119215 120956 0 0 0 0 0 0 0 0 0 0 2770030 2781450 0 0 0 2889245 2902406 0 0 X 2889245 2902406 2889245 2902406 2889245 2902406 13161 X false true X true false X X 3 UNIV OF MARY HARDIN BAYLOR 741161940 2 false 2000 0 SOUTHWEST BAPT THEOLOG SEM 750891462 2 false 158073 0 BAYLOR UNIVERSITY 741159753 2 false 316146 0 3 476219 0 true false false false false false false false false false false false false false false true 2889245 489498 476219 118 2902406 2871444 494900 476988 111 2889245 2854889 448116 431456 105 2871444 2839366 437728 422106 99 2854889 2840517 427275 428334 92 2839366 1.00000 false false false 2781450 Part V, Line 4: Intended uses of the endowment fund. Trust instrument requires income to be paid to Baylor University, University of Mary Hardin-Baylor & Southwestern Baptist Theological Seminary, charitable organizations described in 170(c) (2) operated under the auspices of the Baptist General Convention of Texas, an organization of Baptist churches. Form 990, Part VI, Section B, Line 11b Form 990 is reviewed by Chief Financial Officer of HighGround Advisors (Trustee). Form 990, Part VI, Section B, Line 12c HighGround Advisors, trustee, requires officers, directors, and key employees to report conflicts of interest on an annual basis after reviewing the written conflict of interest policy. Form 990, Part VI, Section B, Line 15a Kokernot Trust does not have employees. HighGround Advisors, trustee has a compensation committee which reviews and approves compensation of the CEO, executive management, and other key employees independently, using resources such as compensation studies, comparable data, etc., in order to establish a rebuttable presumption of reasonableness as required by TREAS.REG.53.4958-6. Form 990, Part VI, Section B, Line 15b Kokernot Trust does not have employees. HighGround Advisors, trustee has a compensation committee which reviews and approves compensation of the CEO, executive management, and other key employees independently, using resources such as compensation studies, comparable data, etc., in order to establish a rebuttable presumption of reasonableness as required by TREAS.REG.53.4958-6. Form 990, Part VI, Section C, Line 19 All organizational documents are available to the public upon request. Statement Note 1 FORM 990, Part IV, 12A - Kokernot Trust assets are included in the consolidated, independent audited financial statements of HighGround Advisors, trustee and sole fiduciary of Kokernot Trust. HGA has an audit committee that assumes responsibility for oversight of the audit and selection of an independent accountant.FORM 990, Part VI, Section A - HighGround Advisors, trustee and fiduciary of Kokernot Trust, is the sole governing body of Kokernot Trust.FORM 990, Part VI, Section A, Line 8 a & b - HighGround Advisors, trustee documents quarterly board meetings and each committee meeting with authority to act on behalf of the governing body.FORM 990, Part VI, Section B, Line 12 a,b & c - HighGround Advisors, trustee requires officers, directors, and key employees to report conflicts of interest on an annual basis after reviewing the written conflict of interest policy.FORM 990, Part VI, Section B, Line 13 - HighGround Advisors, trustee, has a written whistleblower policy.FORM 990, Part VI, Section B, Line 14 - HighGround Advisors, trustee, has a written document retention and destruction policy.FORM 990, Part XI, Line 2b - Kokernot Trust assets are included in the consolidated, independent audited financial statements of HighGround Advisors, trustee and sole fiduciary of Kokernot Trust. HGA has an audit committee that assumes responsibility for oversight of the audit and selection of an independent accountant. MINNIE SLAUGHTER VEAL MEMORIAL FUND 1717 MAIN STREET SUITE 1400 DALLAS TX 75201 756036643 Support of 501(c)(3) organizations TX 501 (c)(3) L 12, Type II NA false GEORGE T VEAL MEMORIAL FUND 1717 MAIN STREET SUITE 1400 DALLAS TX 75201 756036642 Support of 501(c)(3) organizations TX 501 (c)(3) L 12, Type II NA false FLEMING CHURCH LOAN TRUST 1717 MAIN STREET SUITE 1400 DALLAS TX 75201 756035987 Support of 501(c)(3) organizations TX 501 (c)(3) L 12, Type II NA false HIGHGROUND ADVISORS 1717 MAIN STREET SUITE 1400 DALLAS TX 75201 750891441 501(c)(3) organizations TX 501(c)(3) L 7 NA false false false false false false false false false false false false false false false false false false false false