2025-05-14T10:09:23-07:00 2024-12-31 830668587 PHILIP B MICHELSON CPA LLC 5 GROGANS PARK DR STE 110 THE WOODLANDS TX 77380 990PF 2024-01-01 453199581 Martin & Arlyn Shields Family Foundation MART 2814195716 PO Box 7835 The Woodlands TX 77387 Martin L Shields Director 2025-05-14 true true Philip B Michelson P00757224 7134625553 X 2024 2025-03-06 01:10:19Z X 2229004 X 30000 64 64 64 66705 66705 66705 530657 2621425 530657 38305 627426 597426 105074 2000 2000 2000 1054 1054 1054 22546 22546 22546 25600 25600 25600 104500 104500 130100 25600 130100 497326 571826 105074 42754 95747 95747 276499 579736 652588 1329645 1470741 1480669 1648898 2146224 2229004 0 X 1648898 2146224 1648898 2146224 1648898 2146224 1648898 497326 2146224 2146224 Merrill Lynch P 2024-01-01 2024-01-10 1368331 1330026 38305 38305 Merrill Lynch P 2001-10-01 2024-01-01 1242212 760742 481470 481470 Capital Gain Dividends 10882 530657 38305 7948 7948 7948 X 38 7986 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 2252749 54365 0 2307114 0 2307114 34607 2272507 113625 113625 7948 7948 105677 105677 105677 130100 130100 105677 10855 29111 35967 19842 30603 126378 130100 0 105677 24423 150801 0 10855 139946 29111 35967 19842 30603 24423 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 2000 Brownsville Society for Crippled Ch 1901 E 22nd Brownsville TX 78521 None PC Rehabilitative services to children with special needs 3000 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 3000 Baylor University One Bear Place Waco TX 76798 None Scholarships 30000 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. 13500 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 104500 64 66705 530657 597426 597426 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 X X 1 Martin Arlyn Shields 19 Star Fern Place The Woodlands TX 77380 30000 X Tax Preparation 2000 2000 0 2000 Fidelity Investments - Stock Merrill Lynch - Stock 579736 652588 Fidelity - Mutual Funds AT COST Other Account Holdings AT COST Fidelity - ETPS AT COST Merrill Lynch - Mutual Funds AT COST 1470741 1480669 Advisory Fees 22330 22330 22330 Postage 216 216 216 Other Taxes 342 342 342 Taxes Paid 712 712 712