Nonprofit · EIN 76-0174893
BAXTER TRUST
Tax-exempt · HOUSTON, TX 77027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $4,672,095 | $3,412,942 | $1,259,153 | $49,555,558 | $0 | $49,555,558 |
| December 31, 2024 | 990-PF | $4,262,903 | $3,170,132 | $1,092,771 | $48,296,130 | $4,000 | $48,292,130 |
| December 31, 2023 | 990-PF | $2,374,491 | $3,115,601 | -$741,110 | $47,141,050 | $0 | $47,141,050 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,538,441
- Interest
- $24
- Net gain from sales of assets
- $3,105,132
- Other income
- $28,498
Expenses
- Grants and similar amounts paid
- $2,431,000
- Compensation of officers, directors and key employees
- $265,000
- Disbursements for charitable purposes
- $2,805,600
- Excise tax on investment income
- $57,948
Balance sheet and other
- Total assets, start of year
- $48,296,130
- Total assets, end of year
- $49,555,558
- Total liabilities, end of year
- $0
- Net assets, end of year
- $49,555,558
- Fair market value of assets
- $63,932,102
- Qualifying distributions
- $2,805,600
- Net investment income
- $4,672,095
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Thomas G Hambrick Jr 4265 San Felipe Suite 1100, Houston, TX 77027 | CEO | 40 | $265,000 |
| David Fisher 4265 San Felipe Suite 1100, Houston, TX 77024 | Trustee | 1 | $0 |
| Alan Stewart 4265 San Felipe Suite 1100, Houston, TX 77027 | Trustee | 1 | $0 |
| Sonja Gee 4265 San Felipe Suite 1100, Houston, TX 77027 | Trustee | 1 | $0 |
| Thao Costis 4265 San Felipe Suite 1100, Houston, TX 77027 | Trustee | 1 | $0 |
| Fred Robertson 4265 San Felipe Suite 1100, Houston, TX 77027 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS G HAMBRICK JR 4265 SAN FELIPE SUITE 1100, HOUSTON, TX 77027 | CEO | 40 | $228,000 |
| DAVID FISHER 4265 SAN FELIPE SUITE 1100, HOUSTON, TX 77027 | TRUSTEE | 1 | $0 |
| ALAN STEWART 4265 SAN FELIPE SUITE 1100, HOUSTON, TX 77027 | TRUSTEE | 1 | $0 |
| SONJA GEE 4265 SAN FELIPE SUITE 1100, HOUSTON, TX 77027 | TRUSTEE | 1 | $0 |
| THAO COSTIS 4265 SAN FELIPE SUITE 1100, HOUSTON, TX 77027 | TRUSTEE | 1 | $0 |
| FRED ROBERTSON 4265 SAN FELIPE SUITE 1100, HOUSTON, TX 77027 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS G HAMBRICK JR 4265 SAN FELIPE SUITE 1100, HOUSTON, TX 77027 | CEO | 40 | $232,500 |
| DAVID FISHER 4265 SAN FELIPE SUITE 1100, HOUSTON, TX 77027 | TRUSTEE | 1 | $0 |
| ALAN STEWART 4265 SAN FELIPE SUITE 1100, HOUSTON, TX 77027 | TRUSTEE | 1 | $0 |
| SONJA GEE 4265 SAN FELIPE SUITE 1100, HOUSTON, TX 77027 | TRUSTEE | 1 | $0 |
| THAO COSTIS 4265 SAN FELIPE SUITE 1100, HOUSTON, TX 77027 | TRUSTEE | 1 | $0 |
| FRED ROBERTSON 4265 SAN FELIPE SUITE 1100, HOUSTON, TX 77027 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4265 SAN FELIPE, HOUSTON, TX 77027-2920
- In care of
- % PRIVATE FOUNDATION SERVICES
- Signed the 990-PF
- Thomas G Hambrick Jr, Executive director
- Phone
- (713) 960-6166
- Return prepared by
- Roger Goddard CPA PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 76-0174893
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $49,555,558
- Income (IRS master file)
- $8,533,397
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $4,672,095 | $3,412,942 | $49,555,558 | XML |
| 990-PF | December 2024 | $4,262,903 | $3,170,132 | $48,296,130 | XML |
| 990-PF | December 2023 | $2,374,491 | $3,115,601 | $47,141,050 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 76-0174893).
Questions about BAXTER TRUST
- What is the EIN of BAXTER TRUST?
- The employer identification number (EIN) of BAXTER TRUST is 76-0174893.
- Is BAXTER TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to BAXTER TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BAXTER TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BAXTER TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BAXTER TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BAXTER TRUST?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $265,000 (Thomas G Hambrick Jr, CEO).
- How much revenue does BAXTER TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,672,095, expenses of $3,412,942 and total assets of $49,555,558 at year end.
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