Baxter Trust C/O Private Foundation Services

990PF • Fiscal year 2014 • EIN 76-0174893

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 23, 2015

Organization Profile

4265 San Felipe No 1100Houston, TX 77027

(713) 960-6166

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $25M-$50M nonprofits • Source year 2014

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $25M-$50M nonprofits • Source year 2014

63%

Higher net margin than 92% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $25M-$50M nonprofits • Source year 2014

9.4%

Faster asset growth than 71% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

161%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets12th percentile

Assets

Flat

$44,975,010

Flat from 2014

Net Assets

$44,975,010

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2014

Revenue And Expenses

Liabilities / Revenue12th percentile Net Margin92nd percentile

Revenue

Flat

$6,155,761

Flat from 2014

Expenses

Flat

$2,303,097

Flat from 2014

Net Income

Flat

$3,852,664

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2014

Assets$44,975,010

Liabilities$0

Net Assets$44,975,010

Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2014

Revenue$6,155,761

Expenses$2,303,097

Net Income$3,852,664

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: Sep 23, 2015
Return Version: 2014v5.0

Compensation and Service Providers

Top Officer Pay13th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
THOMAS G HAMBRICK JR	Trustee	-	$0	-	-
DAVID HESSEL	Trustee	-	$0	-	-
HEIDI KELSEY	Trustee	-	$0	-	-
ELISE SHATTO	Trustee	-	$0	-	-
J GREG CROW	Trustee	-	$0	-	-
JOHN FENOGLIO	Trustee	-	$0	-	-
GEORGE FERRY	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Baxter Trust Co Private Foundation Services
EIN: 76-0174893
Phone: 7139606166
Address: 4265 SAN FELIPE NO 1100, HOUSTON, TX 77027

Signing Officer

Name: Greg Hambrick
Title: Trustee
Phone: 7139606166
Signed: 2015-09-23
Discuss with paid preparer: Yes

Preparer

Firm: Briggs & Veselka Co
Address: NINE GREENWAY PLAZA SUITE 1700, HOUSTON, TX 77046
Preparer: Mark R Schaaf
Phone: 7136679147

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	44060579
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	INVESTMENTS - SECURITIES
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	47	NATIONAL FINANCIAL SERVICE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	48	NATIONAL FINANCIAL SERVICE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	49	NATIONAL FINANCIAL SERVICE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	50	NATIONAL FINANCIAL SERVICE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	51	NATIONAL FINANCIAL SERVICE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	52	NATIONAL FINANCIAL SERVICE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	53	NATIONAL FINANCIAL SERVICE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	54	NATIONAL FINANCIAL SERVICE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	55	NATIONAL FINANCIAL SERVICE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	56	NATIONAL FINANCIAL SERVICE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	57	NATIONAL FINANCIAL SERVICE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	58	NATIONAL FINANCIAL SERVICE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	59	NATIONAL FINANCIAL SERVICE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	60	DISALLOWED WASH SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	61	NATIONAL FINANCIAL SERVICE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	62	NATIONAL FINANCIAL SERVICE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	63	NATIONAL FINANCIAL SERVICE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	64	UBS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	65	UBS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	66	UBS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	67	DISALLOWED WASH SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	68	CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2014-12-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $44,975,010
Liabilities: $0
Net assets: $44,975,010
Revenue: $6,155,761
Expenses: $2,303,097
Net income: $3,852,664

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$48.3	$0.00	$48.3	$4.26	$3.17	$1.09
2023Summary only. Only limited summary data is available for this year.	$47.1	$0.00		$2.37	$3.12	$0.74
2022Detailed filing. Detailed filing data is available for this year.	$47.8	$0.00	$47.8	$2.58	$3.25	$0.66
2021Detailed filing. Detailed filing data is available for this year.	$48.4	$0.00	$48.4	$6.77	$2.58	$4.19
2020Summary only. Only limited summary data is available for this year.	$44.2	$0.02		$3.11	$2.62	$0.48
2019Detailed filing. Detailed filing data is available for this year.	$43.7	$0.00	$43.7	$2.20	$2.37	$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$43.8	$0.00	$43.8	$2.98	$2.38	$0.60
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$43.2	$0.00	$43.2	$1.74	$2.30	$0.56
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$43.8	$0.00	$43.8	$1.38	$2.06	$0.68
2015Detailed filing. Detailed filing data is available for this year.	$44.5	$0.00	$44.5	$1.68	$2.18	$0.50
2014Detailed filing. Detailed filing data is available for this year.	$45.0	$0.00	$45.0	$6.16	$2.30	$3.85
2014Summary only. Only limited summary data is available for this year.	$45.0	$0.00		$6.16	$2.30	$3.85
2013Detailed filing. Detailed filing data is available for this year.	$41.1	$0.00	$41.1	$2.36	$2.38	$0.02
2012Detailed filing. Detailed filing data is available for this year.	$41.1	$0.00	$41.1		$2.01
2011Detailed filing. Detailed filing data is available for this year.	$41.7	$0.00	$41.7		$2.15
2010Detailed filing. Detailed filing data is available for this year.	$37.9	$0.00	$37.9		$1.93