BAXTER TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BAXTER TRUST (EIN 76-0174893)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-26
- IRS object ID
- 201812079349100406
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-26T10:01:24-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741769118 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGGS & VESELKA CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NINE GREENWAY PLAZA SUITE 1700 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760174893 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAXTER TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O PRIVATE FOUNDATION SERVICES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAXT | BusinessNameControlTxt |
| Phone | 7139606166 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4265 SAN FELIPE NO 1100 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOBY T MONGAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7139606166 | PhoneNum |
| Signature | 2018-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK R SCHAAF | PreparerPersonNm |
| PTIN | P00087675 | PTIN |
| Phone | 7136679147 | PhoneNum |
| Preparation | 2018-06-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $48,872,469 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $21,578 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,063,919 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,008,134 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $654,764 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,656,029 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $654,764 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,740,261 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,662,898 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,760 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $116,815 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $82,127 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $34,688 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,317 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,231 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,011 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,011 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $144,903 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,358 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,459 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,151,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,151,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,296,433 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,358 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,194,989 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$556,172 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,569,540 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$2 | CashEOYAmt |
| Cash EOYFMV | -$2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $29,107 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,511 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,511 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $43,762,975 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,260,330 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,892,468 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,421 | OtherAssetsBOYAmt |
| Other Assets EOY | -$25,508 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$25,508 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $43,796,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,240,331 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,872,469 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $43,796,503 | UnrestrictedBOYAmt |
| Unrestricted EOY | $43,240,331 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,796,503 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,240,331 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,796,503 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,240,331 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,796,503 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$556,172 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $43,240,331 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,240,331 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| VANGUARD | 2016-01-01 | 2017-12-31 | $2,261,140 | $2,001,265 | $259,875 | $259,875 | |
| CAPITAL GAINS DIVIDENDS | $394,889 | $394,889 | $394,889 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $654,764 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,957,684 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $41,855,359 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046773 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,020,005 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $43,231,107 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046726 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,992,948 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $42,917,993 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046436 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,142,872 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $42,366,823 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050579 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,730,573 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $40,479,643 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042752 | DistributionYr5Rt |
| Total Distribution | 0.233266 | TotalDistributionRt |
| Average Distribution | 0.046653 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $45,725,743 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,133,243 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,695 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,148,938 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,194,989 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $15,695 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,695 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,695 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,295 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIVATE FOUNDATION SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7133371695 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4265 SAN FELIPE SUITE 1100 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TOBY T MONGAN | ||||||||
| 4265 SAN FELIPE SUITE 1100 | HOUSTON | TX | 77027 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID HESSEL | ||||||||
| 4265 SAN FELIPE SUITE 1100 | HOUSTON | TX | 77027 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELISE SHATTO | ||||||||
| 4265 SAN FELIPE SUITE 1100 | HOUSTON | TX | 77027 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| J GREG CROW | ||||||||
| 4265 SAN FELIPE SUITE 1100 | HOUSTON | TX | 77027 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN FENOGLIO | ||||||||
| 4265 SAN FELIPE SUITE 1100 | HOUSTON | TX | 77027 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GEORGE FERRY | ||||||||
| 4265 SAN FELIPE SUITE 1100 | HOUSTON | TX | 77027 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $46,357,036 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,038 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,422,074 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,422,074 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $696,331 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,725,743 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,286,287 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,286,287 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,695 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,695 | TotalTaxAmt |
| Distributable Before Adj | $2,270,592 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,270,592 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,270,592 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,194,989 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,194,989 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,695 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,179,294 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,270,592 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,028,769 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,194,989 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,028,769 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $166,220 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,104,372 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ALLIANCE OF COMMUNITY ASSISTANCE MINISTRIES | |||||
| 710 NPOST OAK SUITE 210 | HOUSTON | TX | 77024 | OPERATING EXPENSES | $50,000 |
| AIR ALLIANCE | |||||
| 3914 LEELAND STREET | HOUSTON | TX | 77003 | BRIDGE TO CLEAN AIR | $57,530 |
| AGAPE DEVELOPMENT MINISTRIES | |||||
| PO BOX 460061 | HOUSTON | TX | 77056 | AGAPE PROPERTY REPAIR TEAM | $36,000 |
| ALBERT SCHWEITZER FELLOWSHIP-HOUSTONGALVESTON | |||||
| 3701 KIRBY DRIVE SUITE 600 | HOUSTON | TX | 77098 | FELLOW PROJECTS | $20,000 |
| ARC OF GREATER HOUSTON | |||||
| PO BOX 924168 | HOUSTON | TX | 77292 | HARRIS COUNTY EMPLOYEE ROUNDTABLE | $30,000 |
| ATTACK POVERTY | |||||
| PO BOX 1509 | RICHMOND | TX | 77406 | FRIENDS OF NORTHSIDE VILLAGE | $65,000 |
| AUSTIN CLUBHOUSE | |||||
| PO BOX 3000568 | AUSTIN | TX | 78703 | EXPANSION TO SOUTH AUSTIN | $30,000 |
| CAMP ALLEN CONFERENCE CENTER | |||||
| 18800 FM 362 | NAVASOTA | TX | 77868 | CAMP ALLEN CENTENNIAL FUND | $100,000 |
| COALITION FOR THE HOMELESS | |||||
| 2000 CRAWFORD STREET SUITE 700 | HOUSTON | TX | 77002 | PROJECT COORDINATOR | $75,000 |
| CROSSWALK CENTER | |||||
| 2103 N MAIN STREET | HOUSTON | TX | 77009 | EMERGENCY FUNDING | $50,000 |
| DEPELCHIN CHILDREN'S CENTER | |||||
| 4950 MEMORIAL DRIVE | HOUSTON | TX | 77007 | FOSTER CARE PROGRAMS AND SERVICES | $100,000 |
| ESCAPE FAMILY RESOURCES | |||||
| 1721 PECH ROAD SUITE 300 | HOUSTON | TX | 77055 | OPERATING FUNDS FOR CHILD ABUSE PREVENTION | $25,000 |
| FAMILY TO FAMILY NETWORK | |||||
| 13150 FM 529 | HOUSTON | TX | 77450 | GUIDED TRANISTION PROGRAM FOR YOUTH W/ DISABILITIES | $33,000 |
| FREE THE CAPTIVES | |||||
| 2211 RAYFORD ROAD SUITE 111-410 | SPRING | TX | 77386 | LEASE/PURCHASE OF FACILITY | $50,000 |
| GENERATION ONE | |||||
| PO BOX 8280 | HOUSTON | TX | 77288 | COMMUNITY REVITALIZATION AND PATHWAYS PROJ. | $30,000 |
| GREATER HOUSTON HISPANIC CHAMBER OF COMMERCE | |||||
| 1801 MAIN STREET SUITE 890 | HOUSTON | TX | 77002 | EMERGING LEADERS INSTITUTE | $30,000 |
| HARRIS COUNTY HOSPITAL DISTRICT FOUNDATION | |||||
| PO BOX 301168 | HOUSTON | TX | 77230 | REMODEL BEN TAUB CHAPEL | $65,000 |
| HEALTHCARE FOR THE HOMELESS | |||||
| 1934 CAROLINE ST | HOUSTON | TX | 77002 | UPDATING PHARM. INFRASTRUCTURE | $40,000 |
| HOUSTON AREA WOMEN'S CENTER | |||||
| 1010 WAUGH DRIVE | HOUSTON | TX | 77019 | CASEWORTH CLIENT MANAGEMENT SYSTEM | $50,000 |
| HOUSTON BOTANIC GARDEN | |||||
| 3710 KIRBY DRIVE SUITE 992 | HOUSTON | TX | 77098 | GROW HOUSTON'S GARDEN | $100,000 |
| HOUSTON MARITIME MUSEUM | |||||
| 2204 DORRINGTON | HOUSTON | TX | 77030 | EDUCATION AND CURATORIAL STAFF SALARIES | $50,000 |
| HOUSTON PARKS BOARDFRIENDS OF OAK FOREST PARK | |||||
| 300 N POST OAK LANE | HOUSTON | TX | 77024 | PLAYGROUND FOR ALL ABILITIES | $50,000 |
| HOUSTON RECOVERY CENTER | |||||
| 150 NORTH CHENEVERT ST SUITE 100 | HOUSTON | TX | 77002 | PARTNERS IN RECOVERY | $50,000 |
| KELSEY RESEARCH FOUNDATION | |||||
| 5615 KIRBY DRIVE SUITE 660 | HOUSTON | TX | 77005 | THE EPILEPSY PROGRAM | $30,000 |
| MISSION OF YAHWEH | |||||
| PO BOX 40787 | HOUSTON | TX | 77240 | OPERATING EXPENSES | $15,000 |
| NATURE AND ECLECTIC OUTDOORS | |||||
| 6656 ANTOINE DRIVE | HOUSTON | TX | 77091 | TRANSPORTATION | $40,000 |
| NORTH PASADENA COMMUNITY OUTREACH | |||||
| 705 1/2 WILLIAMS DRIVE | PASADENA | TX | 77506 | ACCESS TO HEALTH CARE SERVICES | $10,000 |
| NUTRITION & SERVICES FOR SENIORS | |||||
| 4590 CONCORD ROAD | BEAUMONT | TX | 77703 | MEALS ON WHEELS | $5,000 |
| MEN'S CENTER DBA RECENTER | |||||
| 3816 FANNIN | HOUSTON | TX | 77004 | LIFEMAP PROGRAM | $50,000 |
| OPEN DOOR MISSION | |||||
| 5803 HARRISBURG | HOUSTON | TX | 77011 | DOORWAY RECOVERY PROGRAM | $50,000 |
| OPERATION SHOWER | |||||
| 7382 PERSHING AVE SUITE 1B | ST LOUIS | MO | 63130 | BUSH AIRCRAFT CARRIER BABY SHOWER | $30,000 |
| PARKS YOUTH RANCH | |||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | CASE MANAGER AND DIRECT CARE STAFF | $60,000 |
| PROUNITAS | |||||
| 4802 LOCKWOOD DRIVE | HOUSTON | TX | 77026 | KASHMERE FEEDER PATTERN EXPANSION | $60,000 |
| RESTORING JUSTICE | |||||
| PO BOX 2813 | HOUSTON | TX | 77252 | SALARY FOR ADMIM COORDINATOR | $40,000 |
| SAN FRANCISCO NAVITY ACADEMY OF HOUSTON | |||||
| PO BOX 36709 | HOUSTON | TX | 77236 | STAFF FOR PRE-KINDERGARTEN -4 PROGRAM | $100,000 |
| SERVICE DOGS INC | |||||
| 4925 BELL SPRINGS ROAD | DRIPPING SPRINGS | TX | 78624 | PAWS PROGRAM | $45,000 |
| SIDE-BY-SIDE KIDS INC | |||||
| PO BOX 15123 | AUSTIN | TX | 78761 | EXPANSION TO 2 ADDITIONAL ELEMENTARY SCHOOLS | $25,000 |
| THE WAY HOME ADOPTION | |||||
| PO BOX 10182 | HOUSTON | TX | 77206 | GENERAL OPERATING EXPENSES | $75,000 |
| TEXAS CHILDREN'S HOSPITAL | |||||
| 6701 FANNIN SUITE 1710 | HOUSTON | TX | 77030 | AYASHCN | $50,000 |
| TOMAGWA HEALTH CARE MINISTRIES | |||||
| 455 SCHOOL STREET SUITE 30 | TOMBALL | TX | 77375 | HEALTH MANAGEMENT AND EDUCATION | $20,000 |
| UNIVERSITY OF ST THOMAS | |||||
| 3800 MONTROSE AVE | HOUSTON | TX | 77006 | NURSING SCHOLARSHIP | $25,000 |
| UT HEALTH SCIENCE CENTER - HOUSTON | |||||
| 6431 FANNIN ST MSB 3242 | HOUSTON | TX | 77007 | TINY TOT CLINIC | $50,000 |
| VOL INTERFAITH CAREGIVERS | |||||
| 5001 BELLAIRE BLVD | BELLAIRE | TX | 77401 | GENERAL OPERATING EXPENSES | $10,000 |
| YMCA OF GREATER HOUSTON | |||||
| 2600 NOTH LOOP WEST SUITE 300 | HOUSTON | TX | 77092 | SPORTS FOR ALL | $50,000 |
| HUCKLEBERRY PARK | |||||
| 7500 BRAES BLVD | HOUSTON | TX | 77025 | SPARK PARK | $25,000 |
| REBUILDING HOUSTON TOGETHER | |||||
| 104 N GREENWOOD ST 100 | HOUSTON | TX | 77011 | GENERAL OPERATING FUNDS | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,151,530 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,063,919 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $654,764 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,718,683 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,718,683 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF MURPHY H BAXTER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4265 SAN FELIPE NO 1100 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $21,578 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,760 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,760 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $43,260,330 | BookValueAmt |
| EOYFMV | $48,892,468 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VANGUARD CLEARING | Desc |
| BOY Book Value | $4,421 | BOYBookValueAmt |
| EOY Book Value | -$25,508 | EOYBookValueAmt |
| EOYFMV | -$25,508 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,144 | $0 | $3,144 |
| STORAGE | $867 | $0 | $867 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUSTEE FEES | $69,375 | $34,687 | $34,688 |
| INVESTMENT FEES | $47,440 | $47,440 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $11,231 | $11,231 | $0 |
| EXCISE TAXES | $8,086 | $0 | $0 |
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