BAXTER TRUST: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: BAXTER TRUST (EIN 76-0174893)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-11-10
IRS object ID: 201143149349100904
Schema version: 2010v3.4
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
Accounting Fees Schedule
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Land Etc Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-11-10T14:21:28-06:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BRIGGS & VESELKA CO PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	6575 WEST LOOP SOUTH SUITE 700	AddressLine1
City	BELLAIRE	City
State	TX	State
ZIP Code	77401	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	760174893	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Baxter Trust	BusinessNameLine1
Business Name Line2	c/o Private Foundation Services	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	BAXT	NameControl
Phone	7139606166	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4265 San Felipe	AddressLine1
City	Houston	City
State	TX	State
ZIP Code	77027	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	thomas hambrick jr	Name
Title	chairman	Title
Date Signed	2011-11-15	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	MARK R SCHAAF	Name
Phone	7136679147	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	X	AddressChange
Exempt PF	X	ExemptPF
FMV Assets EOY	42201269	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	0	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	1067790	DividendsRevAndExpnss
Dividends Net Invst Incm	1027213	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	94975	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	16306429	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	94975	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	435	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	435	OtherIncomeNetInvstIncm
Total Revenue And Expenses	1163200	TotalRevenueAndExpenses
Total Net Investment Income	1122623	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Legal Fees Rev And Expnss	13663	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	6831	LegalFeesNetInvstIncm
Legal Fees Adj Net Incm	0	LegalFeesAdjNetIncm
Legal Fees Dsbrs Chrtbl Prps	6831	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	4962	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	4962	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	258778	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	129389	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	129389	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	34281	TaxesRevAndExpnss
Taxes Net Invst Incm	13557	TaxesNetInvstIncm
Trav Conf Meeting Rev And Expnss	1519	TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps	1519	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	2378	OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps	2378	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	315581	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	149777	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	145079	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	1611415	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	1611415	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	1926996	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	149777	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	1756494	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-763796	ExcessOfRevenueOverExpenses
Net Investment Income	972846	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	1499122	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	2320763	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	2320763	SavingsAndTempCashInvstEOYFMV
Accounts Receivable	79434	AccountsReceivable
Accounts Receivable BOY	4872	AccountsReceivableBOY
Accounts Receivable EOY	79434	AccountsReceivableEOY
Accounts Receivable EOYFMV	79434	AccountsReceivableEOYFMV
Investments Govt Oblig BOY	6811542	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	8017406	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	8078468	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	22145888	InvestmentsCorpStockBOY
Investments Corp Stock EOY	19650746	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	24591683	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	8183803	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	7813082	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	7130921	InvestmentsCorpBondsEOYFMV
Total Assets BOY	38645227	TotalAssetsBOY
Total Assets EOY	37881431	TotalAssetsEOY
Total Assets EOYFMV	42201269	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	38645227	UnrestrictedBOY
Unrestricted EOY	37881431	UnrestrictedEOY
Total Net Assets BOY	38645227	TotalNetAssetsBOY
Total Net Assets EOY	37881431	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	38645227	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	37881431	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	38645227	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-763796	ExcessOfRevenueOverExpenses
Subtotal	37881431	Subtotal
Total Net Assets Fund Balances EOY	37881431	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
WOODWAY FINANCIAL - ST - TAXPAYER MAINTAINS DETAILS	P	6422028	6038090	383938	383938
WOODWAY FINANCIAL - LT - TAXPAYER MANINTAINS DETAILS	P	9884401	10173364	-288963	-288963

Field	Value	IRS element (for citing)
Capital Gain Net Income	94975	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	1381024	QualifyingDistributionsYear1
Noncharitable Assets Year1	35798640	NoncharitableAssetsYear1
Distribution Ratio Year1	0.038578	DistributionRatioYear1
Qualifying Distributions Year2	761050	QualifyingDistributionsYear2
Noncharitable Assets Year2	27520651	NoncharitableAssetsYear2
Distribution Ratio Year2	0.027654	DistributionRatioYear2
Qualifying Distributions Year3	327652	QualifyingDistributionsYear3
Noncharitable Assets Year3	9727759	NoncharitableAssetsYear3
Distribution Ratio Year3	0.033682	DistributionRatioYear3
Qualifying Distributions Year4	278676	QualifyingDistributionsYear4
Noncharitable Assets Year4	5565041	NoncharitableAssetsYear4
Distribution Ratio Year4	0.050076	DistributionRatioYear4
Qualifying Distributions Year5	218962	QualifyingDistributionsYear5
Noncharitable Assets Year5	4895712	NoncharitableAssetsYear5
Distribution Ratio Year5	0.044725	DistributionRatioYear5
Total Distribution Ratio	0.194715	TotalDistributionRatio
Average Distribution Ratio	0.038943	AverageDistributionRatio
Net Noncharitable Assets	39549670	NetNoncharitableAssets
Adjusted Noncharitable Assets	1540183	AdjustedNoncharitableAssets
One Percent Net Investment Income	9728	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	1549911	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	1756494	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	9728	InvestmentIncomeExciseTax
Subtotal	9728	Subtotal
Tax Based On Investment Income	9728	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	17530	EstTaxPaymentsAndOverpayment
Total Credits And Payments	17530	TotalCreditsAndPayments
Overpayment	7802	Overpayment
Amount Credited To Next Year	7802	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	TX	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SANDEEN & GIBLIN	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	7133371695	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	1800 ST JAMES PLACE SUITE 312	AddressLine1
City	Houston	City
State	TX	State
ZIP Code	77056	ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
BLAIR BAXTER
335 EAST 13TH STREET APT 1	NEW YORK	NY	10003	TRUSTEE	0	0	0	0
ASHLEY E BAXTER
PO BOX 1649	AUSTIN	TX	78767	TRUSTEE	0	0	0	0
DAVID WELSH
1010 LAMAR SUITE 1580	HOUSTON	TX	77002	TRUSTEE	0	0	0	0
THOMAS G HAMBRICK JR
2300 QUENBY	HOUSTON	TX	70005	CHAIRMAN	0	0	0	0
SIDNEY S LINDLEY
112 CREEKWOOD COURT	LAKESIDE	TX	761089486	TRUSTEE	0	0	0	0
TOBIAS T MONGAN
4800 SUGAR GROVE BLVD SUITE 350	STAFFORD	TX	774772148	TRUSTEE	0	0	0	0
DAVID D WELSH
PO BOX 56449	HOUSTON	TX	772566449	TRUSTEE	0	0	0	0
HEIDI KELSEY
5464 FIELDWOOD DRIVE	HOUSTON	TX	77056	TRUSTEE	0	0	0	0

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	woodway financial advisors	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10000 Memorial Drive Ste 650	AddressLine1
City	HOUSTON	City
State	TX	State
ZIP Code	77024	ZIPCode

Field	Value	IRS element (for citing)
Type Of Service	Trustee Fees	TypeOfService
Compensation	258778	Compensation

Field	Value	IRS element (for citing)
Summary Of Direct Charitable Acty		SummaryOfDirectCharitableActy
Sum Of Program Related Investments		SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	38587867	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	1564082	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	40151949	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	40151949	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	602279	CashDeemedCharitable
Net Noncharitable Assets	39549670	NetNoncharitableAssets
Minimum Investment Return	1977484	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	1977484	MinimumInvestmentReturn
Tax Based On Investment Income	9728	TaxBasedOnInvestmentIncome
Total Tax	9728	TotalTax
Distributable Amount Before Adj	1967756	DistributableAmountBeforeAdj
Distributable Amount Before Ded	1967756	DistributableAmountBeforeDed
Distributable Amount As Adjusted	1967756	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	1756494	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	0	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	1756494	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	9728	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	1746766	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	1967756	DistributableAmountAsAdjusted
Undistributed Income Prior Year	1360929	UndistributedIncomePriorYear
Prior Year1	2008	PriorYear1
Prior Year2	2007	PriorYear2
Prior Year3	2006	PriorYear3
Excess Distri Carryover Year1	0	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	1756494	QualifyingDistributions
Applied To Year1	1360929	AppliedToYear1
Applied To Current Year	395565	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Undistributed Income CY	1572191	UndistributedIncomeCY
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear
Excess From Current Year	0	ExcessFromCurrentYear

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundations

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManager
Shareholder Manager	NONE	ShareholderManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (38 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
SPRING BRANCH EDUCATION FOUNDATION
955 CAMPBELL ROAD	Houston	TX	77024	None	Public Charity	Charitable Purposes	$15,000
CAMP ARANZAZU
5420 FM 1781	ROCKPORT	TX	783827622	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$30,000
GREATER HOUSTON ATHLETIC ASSOCIATION
1475 WEST GRAY SUITE 166	HOUSTON	TX	77019	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$32,415
HARKINS HOUSE
PO BOX 1113	HUMBLE	TX	77347	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$30,000
HEART OF SAILING
1114 N COLLEGE AVE	BLOOMINGTON	IN	47404	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$16,000
ASSISTANCE LEAGUE OF HOSUTON
1902 COMMONWEALTH	HOUSTON	TX	770061836	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$50,000
CANCARE INC
9575 KATY FREEWAY SUITE 428	HOUSTON	TX	77024	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$25,000
CLINTON BUSH HAITI FUND
PO BOX 632454	BALTIMORE	MD	212632454	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$100,000
THE FORGE FOR FAMILIES
3435 DIXIE DRIVE	HOUSTON	TX	77021	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$200,000
HOuse OF CHARITY
10802 SUGAR HILL DRIVE SUITE A	HOUSTON	TX	77042	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$30,000
MASQUERADE THEATER
3558 EAST TC JESTER BLVD	HOUSTON	TX	77018	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$5,000
MONARCH SCHOOL
2815 ROSEFIELD DRIVE	HOUSTON	TX	770802605	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$50,000
POSITIVE COACHING ALLIANCE
1050 N POST OAK RD SUITE 210	HOUSTON	TX	77055	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$27,000
SMALL STEPS NURTURING CENTER
1709 DEPELCHIN	HOUSTON	TX	77007	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$30,000
WORKFAITH CONNECTION
1500 N POST OAK RD STE 150	HOUSTON	TX	77055	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$50,000
MOSAIC THEATER
725 BATESWOOD STE 250	HOUSTON	TX	77079	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$15,000
SKILLS FOR LIVING
7660 WOODWAY DRIVE SUITE 200	HOUSTON	TX	77063	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$25,000
EL CENTRO DE CORAZON
7635 CANAL STREET	HOUSTON	TX	77012	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$100,000
ARTREACH
4211 STONECROFT CIRCLE DRIVE	KATY	TX	77450	NONE	public charity	CHARITABLE PURPOSES	$30,000
BRIDGES TO LIFE
PO BOX 19039	HOUSTON	TX	772249039	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$46,000
CRESCENDO PREPARATORY SCHOOL OF MUSIC & ARTS
PO BOX 42	FRIENDSWOOD	TX	77549	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$25,000
KIDS HOPE USA
PO BOX 3547	HUMBLE	TX	77347	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$25,000
KIDS MEALS
205 W CROSSTIMBERS STREET	HOUSTON	TX	77018	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$25,000
LAZARUS HOUSE
4106 AUSTIN STREET	HOUSTON	TX	77004	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$25,000
PATRONS OF THE PARKS
PO BOX 3228	BELLAIRE	TX	774023228	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$20,000
ST PAUL'S UNITED METHODIST CHURCH
5501 MAIN STREET	HOUSTON	TX	77004	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$25,000
TOURETTE SYNDROME ASSOCIATION OF TEXAS
3919 RIVER FOREST DRIVE	RICHMOND	TX	77406	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$25,000
WESTVIEW SCHOOL
1900 KERSTEN DRIVE	HOUSTON	TX	77043	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$50,000
THE WAY STATION
6221 MAIN STREET	HOUSTON	TX	77030	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$25,000
ST JAMES' SCHOOL
3129 SOUTHMORE	HOUSTON	TX	77004	NONE	PUBLIC CHARITY	CHARTABLE PURPOSES	$35,000
HOPE FOR YOUTH
PO BOX 573024	HOUSTON	TX	77257	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$45,000
CRISTO REY JESUIT COLLEGE PREP SCHOOL OF HOUSTON
6700 MOUNT CARMEL STREET	HOUSTON	TX	77087	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$100,000
BUCKNER FAMILY AND CHILDREN'S
600 N PEARL STREET SUITE 2000	DALLAS	TX	75201	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$75,000
AUSTIN CLUBHOUSE
4425 RED RIVER STREET	AUSTIN	TX	78751	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$30,000
GENERATION ONE
3306 Dennis Street	Houston	TX	770043319	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$70,000
PARENT INSTITUTE FOR QUALITY EDUCATION
1010 W SAM HOUSTON PARKWAY SUITE	HOUSTON	TX	77043	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$50,000
YOUNG LIFE
PO BOX 520	COLORADO SPRINGS	CO	809010520	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$30,000
MUSIQA
1119 WAUGH DRIVE 1	HOUSTON	TX	770193915	NONE	PUBLIC CHARITY	CHARITABLE PURPOSES	$25,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	1611415	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Field	Value	IRS element (for citing)
Fees Contracts From Govt Agencies		FeesContractsFromGovtAgencies
Membership Dues And Assessments		MembershipDuesAndAssessments
Int On Savings And Temp Cash Invst		IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$1,067,790	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Re Debt Fincd Prop		NetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal Property		NetRentalIncmPersonalProperty
Other Investment Income Part VII		OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$94,975	ExclusionAmount

Field	Value	IRS element (for citing)
Net Income Loss From Special Events		NetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of Invntry		GrossProfitLossSalesOfInvntry

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	LITIGATION FUNDS	Description
Exclusion Code	14	ExclusionCode
Exclusion	$435	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$1,163,200	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	1163200	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	TAX PREP FEES	Category
Amount	$4,962	Amount
Disbursements Charitable Prps	4962	DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	CORPORATE BONDS	NameOfBond
EOY Book Value	7813082	EOYBookValue
EOYFMV	7130921	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	CORPORATE STOCK	NameOfStock
EOY Book Value	19650746	EOYBookValue
EOYFMV	24591683	EOYFMV

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	8017406	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	8078468	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	0	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	0	StateLocalSecuritiesEOYFMV

Land Etc Schedule2 LandEtcSchedule2

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL FEES	Category
Amount	$13,663	Amount
Net Investment Income	6831	NetInvestmentIncome
Disbursements Charitable Prps	6831	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
OTHER EXP-INSURANCE	2018	2018
MISCELLANEOUS EXPENSES	360	360

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	Litigation proceeds	Description
Revenue And Expenses Per Books	435	RevenueAndExpensesPerBooks
Net Investment Income	435	NetInvestmentIncome

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
MANAGEMENT FEES	$216,778	108389	108389
OTHER PROFESSIONAL FEES	$42,000	21000	21000

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
FEDERAL EXCISE TAXES	$20,724
FOREIGN WITHHOLDING TAX	$13,557	13557

BAXTER TRUST: Form 990PF, tax year 2010

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct

Business Name BusinessName

US Address USAddress

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (38 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Land Etc Schedule2 LandEtcSchedule2

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments