2026-05-01T12:43:32-07:00 2025-12-31 830668587 PHILIP B MICHELSON CPA LLC 5 GROGANS PARK DR STE 110 THE WOODLANDS TX 77380 990PF 2025-01-01 453199581 Martin & Arlyn Shields Family Foundation MART 2814195716 PO Box 7835 The Woodlands TX 77387 Martin L Shields Director 2026-05-01 true Philip B Michelson P00757224 7134625553 X 2025 2025-03-06 01:10:19Z X 2274829 X X 10059 10059 10059 56532 56532 56532 -16466 2448920 50125 66591 66591 2750 2750 2750 8409 8409 8409 20545 20545 20545 31704 31704 31704 98000 98000 129704 31704 129704 -79579 34887 66591 95747 129229 129229 579736 1470741 1937090 2145274 326 326 2146224 2066645 2274829 0 X 2146224 2066645 2146224 2066645 2146224 2066645 2146224 -79579 2066645 2066645 Merrill Lynch P 2025-01-01 2025-01-10 2119974 2171436 -51462 -51462 Merrill Lynch P 2001-01-01 2025-01-01 328912 293950 34962 34962 Capital Gain Dividends 34 -16466 -51462 485 485 485 485 0 false false false false false false false true true true false false false false true N/A Martin Shields 2817956427 19 Star Fern Place The Woodlands TX 77380 false false false false false false false false false false false false false false false false false false false false false false Martin L Shields PO Box 7835 The Woodlands TX 77387 Director 2.00 0 Arlyn C Shields PO Box 7835 The Woodlands TX 77387 Director 2.00 0 Tara S Bryant PO Box 7835 The Woodlands TX 77387 Director 2.00 0 Travis C Shields PO Box 7835 The Woodlands TX 77387 Director 2.00 0 NONE NONE 2147845 106199 0 2254044 0 2254044 33811 2220233 111012 111012 485 485 110527 110527 110527 129704 129704 110527 29111 35967 19842 30603 24423 139946 129704 0 110527 19177 159123 0 29111 130012 35967 19842 30603 24423 19177 X Tennessee Baptist Children's Home PO Box 2206 Brentwood TN 37024 None PC Family Assistance 1000 Salvation Army PO Box 203781 Houston TX 77216 None PC Human needs assistance 5000 God's Garage 12340 FM 2854 Rd Conroe TX 77304 None PC Vehicle repairs for those in need 5000 Brownsville Society for Crippled Ch 1901 E 22nd Brownsville TX 78521 None PC Rehabilitative services to children with special needs 5000 Houston SPCA 900 Portway Drive Houston TX 77024 None PC Animal Rescue 1000 My Life Speaks PO Box 100972 Nashville TN 37224 None PC Human needs assistance 10000 Love Must Act 1047 Amsterdam Avenue New York NY 10025 None PC Build schools 30000 Operation Pets Alive PO Box 132104 The Woodlands TX 77393 None PC Animal Rescue 5000 Baylor University One Bear Place Waco TX 76798 None PC Scholarships 10000 Door County Med Center Foundation 228 s 18th Ave Sturgeon Bay WI 54235 None PC Assist the hospital to provide quality care for all residents and visitors of Door County. 15000 YELOline Initiative PO Box 1081 Meadville PA 16335 None PC Take hope to the incarcerated and unseen population of our society to encourage them in their individual pursuit of personal and spiritual reconciliation. 1000 LEAP Global Missions 7777 Forest Lane Suite B326 Dallas TX 75230 None PC Provide medical care to countries that do not have access to quality medical care. 5000 The Woodlands First 11801 Grogans Mill rd The Woodlands TX 77380 None PC Religious Support 5000 98000 10059 56532 -16466 50125 50125 3 Investment Income provides a hedge against inflation for funding 4 Investment Income provides a hedge against inflation for funding 8 Future qualified exempt purposes. false false false false false false false false false false Tax Preparation 2750 2750 0 2750 Merrill Lynch - Mutual Funds AT COST 1937090 2145274 Dividend Receivable 326 326 Advisory Fees 20319 20319 20319 Postage 226 226 226 Other Taxes 423 423 423 Taxes Paid 7986 7986 7986