2018-07-26T10:01:24-05:00 2017-12-31 741769118 BRIGGS & VESELKA CO NINE GREENWAY PLAZA SUITE 1700 HOUSTON TX 77046 990PF 2017-01-01 760174893 BAXTER TRUST C/O PRIVATE FOUNDATION SERVICES BAXT 7139606166 4265 SAN FELIPE NO 1100 HOUSTON TX 77027 TOBY T MONGAN TRUSTEE 7139606166 2018-06-15 1 MARK R SCHAAF P00087675 7136679147 2018-06-15 2017 2022-09-23 18:48:47Z X 48872469 X 21578 1063919 1008134 654764 2656029 654764 1740261 1662898 0 0 0 4760 0 4760 116815 82127 34688 19317 11231 0 4011 0 4011 144903 93358 43459 2151530 2151530 2296433 93358 2194989 -556172 1569540 -2 -2 29107 5511 5511 43762975 43260330 48892468 4421 -25508 -25508 43796503 43240331 48872469 0 0 X 43796503 43240331 43796503 43240331 43796503 43240331 43796503 -556172 0 43240331 0 43240331 VANGUARD 2016-01-01 2017-12-31 2261140 2001265 259875 259875 CAPITAL GAINS DIVIDENDS P 394889 394889 394889 654764 0 1957684 41855359 0.046773 2020005 43231107 0.046726 1992948 42917993 0.046436 2142872 42366823 0.050579 1730573 40479643 0.042752 0.233266 0.046653 45725743 2133243 15695 2148938 2194989 X 15695 0 15695 0 15695 12400 0 0 12400 0 3295 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A PRIVATE FOUNDATION SERVICES 7133371695 4265 SAN FELIPE SUITE 1100 HOUSTON TX 77027 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 46357036 65038 0 46422074 0 0 46422074 696331 45725743 2286287 2286287 15695 15695 2270592 0 2270592 0 2270592 2194989 0 2194989 15695 2179294 2270592 2028769 0 0 2194989 2028769 0 0 166220 0 0 0 0 0 0 0 0 2104372 0 0 0 X ALLIANCE OF COMMUNITY ASSISTANCE MINISTRIES 710 NPOST OAK SUITE 210 HOUSTON TX 77024 OPERATING EXPENSES 50000 AIR ALLIANCE 3914 LEELAND STREET HOUSTON TX 77003 BRIDGE TO CLEAN AIR 57530 AGAPE DEVELOPMENT MINISTRIES PO BOX 460061 HOUSTON TX 77056 AGAPE PROPERTY REPAIR TEAM 36000 ALBERT SCHWEITZER FELLOWSHIP-HOUSTONGALVESTON 3701 KIRBY DRIVE SUITE 600 HOUSTON TX 77098 FELLOW PROJECTS 20000 ARC OF GREATER HOUSTON PO BOX 924168 HOUSTON TX 77292 HARRIS COUNTY EMPLOYEE ROUNDTABLE 30000 ATTACK POVERTY PO BOX 1509 RICHMOND TX 77406 FRIENDS OF NORTHSIDE VILLAGE 65000 AUSTIN CLUBHOUSE PO BOX 3000568 AUSTIN TX 78703 EXPANSION TO SOUTH AUSTIN 30000 CAMP ALLEN CONFERENCE CENTER 18800 FM 362 NAVASOTA TX 77868 CAMP ALLEN CENTENNIAL FUND 100000 COALITION FOR THE HOMELESS 2000 CRAWFORD STREET SUITE 700 HOUSTON TX 77002 PROJECT COORDINATOR 75000 CROSSWALK CENTER 2103 N MAIN STREET HOUSTON TX 77009 EMERGENCY FUNDING 50000 DEPELCHIN CHILDREN'S CENTER 4950 MEMORIAL DRIVE HOUSTON TX 77007 FOSTER CARE PROGRAMS AND SERVICES 100000 ESCAPE FAMILY RESOURCES 1721 PECH ROAD SUITE 300 HOUSTON TX 77055 OPERATING FUNDS FOR CHILD ABUSE PREVENTION 25000 FAMILY TO FAMILY NETWORK 13150 FM 529 HOUSTON TX 77450 GUIDED TRANISTION PROGRAM FOR YOUTH W/ DISABILITIES 33000 FREE THE CAPTIVES 2211 RAYFORD ROAD SUITE 111-410 SPRING TX 77386 LEASE/PURCHASE OF FACILITY 50000 GENERATION ONE PO BOX 8280 HOUSTON TX 77288 COMMUNITY REVITALIZATION AND PATHWAYS PROJ. 30000 GREATER HOUSTON HISPANIC CHAMBER OF COMMERCE 1801 MAIN STREET SUITE 890 HOUSTON TX 77002 EMERGING LEADERS INSTITUTE 30000 HARRIS COUNTY HOSPITAL DISTRICT FOUNDATION PO BOX 301168 HOUSTON TX 77230 REMODEL BEN TAUB CHAPEL 65000 HEALTHCARE FOR THE HOMELESS 1934 CAROLINE ST HOUSTON TX 77002 UPDATING PHARM. INFRASTRUCTURE 40000 HOUSTON AREA WOMEN'S CENTER 1010 WAUGH DRIVE HOUSTON TX 77019 CASEWORTH CLIENT MANAGEMENT SYSTEM 50000 HOUSTON BOTANIC GARDEN 3710 KIRBY DRIVE SUITE 992 HOUSTON TX 77098 GROW HOUSTON'S GARDEN 100000 HOUSTON MARITIME MUSEUM 2204 DORRINGTON HOUSTON TX 77030 EDUCATION AND CURATORIAL STAFF SALARIES 50000 HOUSTON PARKS BOARDFRIENDS OF OAK FOREST PARK 300 N POST OAK LANE HOUSTON TX 77024 PLAYGROUND FOR ALL ABILITIES 50000 HOUSTON RECOVERY CENTER 150 NORTH CHENEVERT ST SUITE 100 HOUSTON TX 77002 PARTNERS IN RECOVERY 50000 KELSEY RESEARCH FOUNDATION 5615 KIRBY DRIVE SUITE 660 HOUSTON TX 77005 THE EPILEPSY PROGRAM 30000 MISSION OF YAHWEH PO BOX 40787 HOUSTON TX 77240 OPERATING EXPENSES 15000 NATURE AND ECLECTIC OUTDOORS 6656 ANTOINE DRIVE HOUSTON TX 77091 TRANSPORTATION 40000 NORTH PASADENA COMMUNITY OUTREACH 705 1/2 WILLIAMS DRIVE PASADENA TX 77506 ACCESS TO HEALTH CARE SERVICES 10000 NUTRITION & SERVICES FOR SENIORS 4590 CONCORD ROAD BEAUMONT TX 77703 MEALS ON WHEELS 5000 MEN'S CENTER DBA RECENTER 3816 FANNIN HOUSTON TX 77004 LIFEMAP PROGRAM 50000 OPEN DOOR MISSION 5803 HARRISBURG HOUSTON TX 77011 DOORWAY RECOVERY PROGRAM 50000 OPERATION SHOWER 7382 PERSHING AVE SUITE 1B ST LOUIS MO 63130 BUSH AIRCRAFT CARRIER BABY SHOWER 30000 PARKS YOUTH RANCH PO BOX 17688 SUGAR LAND TX 77496 CASE MANAGER AND DIRECT CARE STAFF 60000 PROUNITAS 4802 LOCKWOOD DRIVE HOUSTON TX 77026 KASHMERE FEEDER PATTERN EXPANSION 60000 RESTORING JUSTICE PO BOX 2813 HOUSTON TX 77252 SALARY FOR ADMIM COORDINATOR 40000 SAN FRANCISCO NAVITY ACADEMY OF HOUSTON PO BOX 36709 HOUSTON TX 77236 STAFF FOR PRE-KINDERGARTEN -4 PROGRAM 100000 SERVICE DOGS INC 4925 BELL SPRINGS ROAD DRIPPING SPRINGS TX 78624 PAWS PROGRAM 45000 SIDE-BY-SIDE KIDS INC PO BOX 15123 AUSTIN TX 78761 EXPANSION TO 2 ADDITIONAL ELEMENTARY SCHOOLS 25000 THE WAY HOME ADOPTION PO BOX 10182 HOUSTON TX 77206 GENERAL OPERATING EXPENSES 75000 TEXAS CHILDREN'S HOSPITAL 6701 FANNIN SUITE 1710 HOUSTON TX 77030 AYASHCN 50000 TOMAGWA HEALTH CARE MINISTRIES 455 SCHOOL STREET SUITE 30 TOMBALL TX 77375 HEALTH MANAGEMENT AND EDUCATION 20000 UNIVERSITY OF ST THOMAS 3800 MONTROSE AVE HOUSTON TX 77006 NURSING SCHOLARSHIP 25000 UT HEALTH SCIENCE CENTER - HOUSTON 6431 FANNIN ST MSB 3242 HOUSTON TX 77007 TINY TOT CLINIC 50000 VOL INTERFAITH CAREGIVERS 5001 BELLAIRE BLVD BELLAIRE TX 77401 GENERAL OPERATING EXPENSES 10000 YMCA OF GREATER HOUSTON 2600 NOTH LOOP WEST SUITE 300 HOUSTON TX 77092 SPORTS FOR ALL 50000 HUCKLEBERRY PARK 7500 BRAES BLVD HOUSTON TX 77025 SPARK PARK 25000 REBUILDING HOUSTON TOGETHER 104 N GREENWOOD ST 100 HOUSTON TX 77011 GENERAL OPERATING FUNDS 100000 2151530 0 14 1063919 18 654764 0 1718683 0 1718683 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF MURPHY H BAXTER 4265 SAN FELIPE NO 1100 HOUSTON TX 77046 21578 X ACCOUNTING FEES 4760 0 4760 INVESTMENTS - SECURITIES AT COST 43260330 48892468 VANGUARD CLEARING 4421 -25508 -25508 INSURANCE 3144 0 3144 STORAGE 867 0 867 TRUSTEE FEES 69375 34687 34688 INVESTMENT FEES 47440 47440 0 FOREIGN TAXES 11231 11231 0 EXCISE TAXES 8086 0 0