MARTIN & ARLYN SHIELDS FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN & ARLYN SHIELDS FAMILY FOUNDATION (EIN 45-3199581)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202311319349103146
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T12:16:24-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830668587 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILIP B MICHELSON CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 GROGANS PARK DR STE 110 | AddressLine1Txt |
| City | THE WOODLANDS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453199581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Martin & Arlyn Shields Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 2814195716 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7835 | AddressLine1Txt |
| City | The Woodlands | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77387 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Martin L Shields | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Martin L | PersonFirstNm |
| Person Last | Shields | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Philip B Michelson | PreparerPersonNm |
| PTIN | P00757224 | PTIN |
| Phone | 7134625553 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,017,134 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $30,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $60 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $60 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $63,487 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,487 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $63,487 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,061 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $661,602 | GrossSalesPriceAmt |
| Total Rev And Expnss | $71,486 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,547 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $63,547 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,925 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,123 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,123 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,123 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,866 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,866 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,866 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,914 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,914 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,914 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,414 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,914 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,414 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,928 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,633 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $63,547 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,550 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,448 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,448 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $316,003 | CorporateStockBOYAmt |
| Corporate Stock EOY | $311,225 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $471,359 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,434,014 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,361,605 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,504,327 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $639 | OtherAssetsBOYAmt |
| Total Assets BOY | $1,787,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,734,278 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,017,134 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,787,206 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,734,278 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,787,206 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,734,278 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,787,206 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,734,278 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,787,206 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,928 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,734,278 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,734,278 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4,627.681 Baird Aggregate Bondfund | P | 2022-01-01 | 2022-05-24 | $47,246 | $52,945 | -$5,699 | -$5,699 |
| 1,787.109 Blackrock Systematic Multi | P | 2022-06-02 | 2022-11-16 | $17,764 | $18,300 | -$536 | -$536 |
| 1,485.607 Pimco Income Fund | P | 2021-08-05 | 2022-05-25 | $16,281 | $17,959 | -$1,678 | -$1,678 |
| 203.18 T Rowe Price Spectrum | P | 2022-06-02 | 2022-12-02 | $2,300 | $2,393 | -$93 | -$93 |
| 724,639 Vanguard Core Bond Fund | P | 2022-05-24 | 2022-11-02 | $12,970 | $13,885 | -$915 | -$915 |
| 306.484 AT&T Inc | P | 2001-01-01 | 2022-03-23 | $7,114 | $9,598 | -$2,484 | -$2,484 |
| 20,123.86 Baird Aggregate Bondfund | P | 2001-01-01 | 2022-05-24 | $205,452 | $227,216 | -$21,764 | -$21,764 |
| 9,532.983 Blackrock Systematic Multi | P | 2010-01-01 | 2022-11-16 | $94,758 | $98,136 | -$3,378 | -$3,378 |
| 89.377 BNY Mellon Int | P | 2013-07-26 | 2022-11-08 | $1,735 | $1,339 | $396 | $396 |
| 45.000 Ishares Core S&P | P | 2001-01-01 | 2022-11-08 | $10,891 | $7,147 | $3,744 | $3,744 |
| 45.000 Ishares Russell 2000 | P | 2013-10-22 | 2022-11-08 | $6,437 | $4,328 | $2,109 | $2,109 |
| 90.00 JP Morgan Exchange | P | 2020-05-15 | 2022-12-02 | $4,535 | $3,775 | $760 | $760 |
| 11.000 Philip Morris International | P | 2018-01-05 | 2022-11-08 | $1,011 | $1,149 | -$138 | -$138 |
| 14,929.918 Pimco Income Fund | P | 2001-01-01 | 2022-05-25 | $163,585 | $180,027 | -$16,442 | -$16,442 |
| 381.679 Thornburg Income Builder | P | 2018-01-05 | 2022-11-08 | $7,985 | $8,573 | -$588 | -$588 |
| 943.655 Vanguard International Value | P | 2020-05-12 | 2022-12-02 | $35,400 | $27,661 | $7,739 | $7,739 |
| 500.000 Wisdomtree Tr | P | 2012-05-04 | 2022-11-08 | $20,938 | $9,232 | $11,706 | $11,706 |
| Capital Gain Dividends | $5,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$22,061 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$8,921 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $551 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $551 | SubtotalAmt |
| Tax Based On Investment Income | $551 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $26 | EsPenaltyAmt |
| Tax Due | $577 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Martin Shields | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2817956427 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 Star Fern Place | AddressLine1Txt |
| City | The Woodlands | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Martin L Shields | ||||||
| PO Box 7835 | The Woodlands | TX | 77387 | Director | 0.00 | $0 |
| Arlyn C Shields | ||||||
| PO Box 7835 | The Woodlands | TX | 77387 | Director | 0.00 | $0 |
| Tara S Bryant | ||||||
| PO Box 7835 | The Woodlands | TX | 77387 | Director | 0.00 | $0 |
| Travis C Shields | ||||||
| PO Box 7835 | The Woodlands | TX | 77387 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,106,513 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,963 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,134,476 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,134,476 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,017 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,102,459 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,123 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,123 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $551 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $551 | TotalTaxAmt |
| Distributable Before Adj | $104,572 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $104,572 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $104,572 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,414 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $124,414 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,572 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $854 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,835 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,855 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,111 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $35,967 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $78,622 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,414 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,572 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,842 | RemainingDistriFromCorpusAmt |
| Total Corpus | $98,464 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $854 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $97,610 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,835 | ExcessFromYear4Amt |
| Excess From Year3 | $10,855 | ExcessFromYear3Amt |
| Excess From Year2 | $29,111 | ExcessFromYear2Amt |
| Excess From Year1 | $35,967 | ExcessFromYear1Amt |
| Excess From Current Year | $19,842 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Tennessee Baptist Children's Home | |||||||
| PO Box 2206 | Brentwood | TN | 37024 | None | PC | Family Assistance | $1,000 |
| Salvation Army | |||||||
| PO Box 203781 | Houston | TX | 77216 | None | PC | Human needs assistance | $5,000 |
| God's Garage | |||||||
| 12340 FM 2854 Rd | Conroe | TX | 77304 | None | PC | Vehicle repairs for those in need | $2,000 |
| Brownsville Society for Crippled Ch | |||||||
| 1901 E 22nd | Brownsville | TX | 78521 | None | PC | Rehabilitative services to children with special needs | $3,000 |
| Houston SPCA | |||||||
| 900 Portway Drive | Houston | TX | 77024 | None | PC | Animal Rescue | $1,000 |
| My Life Speaks | |||||||
| PO Box 100972 | Nashville | TN | 37224 | None | PC | Human needs assistance | $10,000 |
| Love Must Act | |||||||
| 1047 Amsterdam Avenue | New York | NY | 10025 | None | PC | Build schools | $30,000 |
| Abundant Harvest | |||||||
| 8168 Westpark Dr Suite B | Houston | TX | 77063 | None | PC | Religious support | $2,000 |
| Operation Pets Alive | |||||||
| PO Box 132104 | The Woodlands | TX | 77393 | None | PC | Animal Rescue | $3,000 |
| Baylor University | |||||||
| One Bear Place | Waco | TX | 76798 | None | Scholarships | $30,000 | |
| Door County Med Center Foundation | |||||||
| 228 s 18th Ave | Sturgeon Bay | WI | 54235 | PC | Assist the hospital to provide quality care for all residents and visitors of Door County. | $13,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $60 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $63,487 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$22,061 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $41,486 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,486 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 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. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Martin Arlyn Shields | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 Star Fern Place | AddressLine1Txt |
| City | The Woodlands | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation | CategoryTxt |
| Amt | $1,925 | Amt |
| Net Investment Income | $1,925 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,925 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Fidelity Investments - Stock | StockNm |
| EOY Book Value | $311,225 | EOYBookValueAmt |
| EOYFMV | $471,359 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Fidelity - Mutual Funds | AT COST | $1,039,993 | $1,009,929 |
| Other Account Holdings | AT COST | $5,855 | $9,766 |
| Fidelity - ETPS | AT COST | $315,757 | $484,632 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Advisory Fees | $19,668 | $19,668 | $19,668 |
| Postage | $198 | $198 | $198 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Other Taxes | $1,494 | $1,494 | $1,494 |
| Taxes Paid | $629 | $629 | $629 |
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