MARTIN & ARLYN SHIELDS FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN & ARLYN SHIELDS FAMILY FOUNDATION (EIN 45-3199581)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202211339349103711
- Schema version
- 2021v4.0
- 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 Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T12:16:53-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | C Duncan & Company CPAs LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Grogans Park Suite 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 | 2021-01-01 | 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 | 2022-05-13 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Philip B Michelson | PreparerPersonNm |
| PTIN | P00757224 | PTIN |
| Phone | 7134625553 | PhoneNum |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,344,854 | 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 | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $61,553 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,553 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $61,553 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,067 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $180,636 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,067 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $159,627 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129,627 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $61,560 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,273 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,273 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,273 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,932 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,932 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,932 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,005 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,005 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,005 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $149,005 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,005 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $149,005 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,622 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,622 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $61,560 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,050 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,550 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,550 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $345,511 | CorporateStockBOYAmt |
| Corporate Stock EOY | $316,003 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $513,810 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,408,958 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,434,014 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,793,855 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $65 | OtherAssetsBOYAmt |
| Other Assets EOY | $639 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $639 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,776,584 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,787,206 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,344,854 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,776,584 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,787,206 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,776,584 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,787,206 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,776,584 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,787,206 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,776,584 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,622 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,787,206 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,787,206 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 288.714 Baird Aggregate Bondfund | P | 2020-12-23 | 2021-12-13 | $3,285 | $3,394 | -$109 | -$109 |
| 536.519 Fidelity Advisor Total Bond Fund | P | 2021-08-05 | 2021-12-13 | $5,950 | $6,025 | -$75 | -$75 |
| 269.360 Pimco Income Fund | P | 2021-08-05 | 2021-12-13 | $3,185 | $3,257 | -$72 | -$72 |
| 51 Abbott Laboratores | P | 2017-02-02 | 2021-08-05 | $6,202 | $2,175 | $4,027 | $4,027 |
| 44 Abbvie Inc | P | 2001-01-01 | 2021-08-05 | $5,052 | $4,222 | $830 | $830 |
| 16 Accenture | P | 2015-08-03 | 2021-12-13 | $6,041 | $1,647 | $4,394 | $4,394 |
| 253 Bk of America Corp | P | 2001-01-01 | 2021-08-05 | $9,830 | $6,267 | $3,563 | $3,563 |
| 18 Broadcom Inc | P | 2018-07-27 | 2021-08-05 | $8,797 | $4,010 | $4,787 | $4,787 |
| 133 Ishares Russell 2000Value | P | 2013-10-22 | 2021-12-13 | $21,358 | $12,792 | $8,566 | $8,566 |
| 66 Ishares S&P Midcap | P | 2018-01-05 | 2021-08-05 | $17,803 | $12,712 | $5,091 | $5,091 |
| 10.8 Kyndryl Hldgs Inc | P | 2018-01-26 | 2021-01-01 | $217 | $376 | -$159 | -$159 |
| 16 Microsoft Corp | P | 2012-07-26 | 2021-12-13 | $5,434 | $467 | $4,967 | $4,967 |
| 13 Philip Morris International | P | 2018-01-05 | 2021-12-13 | $1,194 | $1,358 | -$164 | -$164 |
| 8 Procter and Gamble | P | 2018-01-05 | 2021-12-13 | $1,262 | $729 | $533 | $533 |
| 46 Qualcomm Inc | P | 2015-08-03 | 2021-12-13 | $8,450 | $2,849 | $5,601 | $5,601 |
| 60 Starbucks | P | 2020-06-25 | 2021-08-05 | $7,116 | $4,368 | $2,748 | $2,748 |
| 593.675 Thornburg Income Builder | P | 2018-01-05 | 2021-01-01 | $14,120 | $13,334 | $786 | $786 |
| 126.239 Vanguard International Value | P | 2020-05-12 | 2021-12-13 | $5,335 | $3,700 | $1,635 | $1,635 |
| 64 Williams-Sonoma | P | 2001-01-01 | 2021-08-05 | $10,039 | $3,233 | $6,806 | $6,806 |
| 302 Wisdomtree TR US Midcap Divid | P | 2001-01-01 | 2021-01-01 | $12,882 | $9,132 | $3,750 | $3,750 |
| 514 Wisdomtree TR US Small Cap | P | 2001-01-01 | 2021-01-01 | $23,492 | $16,522 | $6,970 | $6,970 |
| Capital Gain Dividends | $3,592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,067 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$256 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,468 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,468 | SubtotalAmt |
| Tax Based On Investment Income | $1,468 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $1,479 | 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 | $2,298,969 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,023 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,324,992 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,324,992 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,875 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,290,117 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,506 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,506 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,468 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,468 | TotalTaxAmt |
| Distributable Before Adj | $113,038 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $113,038 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $113,038 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $149,005 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $149,005 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,038 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $854 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,835 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,855 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,111 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $42,655 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $149,005 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $113,038 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,967 | RemainingDistriFromCorpusAmt |
| Total Corpus | $78,622 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $78,622 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $854 | ExcessFromYear4Amt |
| Excess From Year3 | $1,835 | ExcessFromYear3Amt |
| Excess From Year2 | $10,855 | ExcessFromYear2Amt |
| Excess From Year1 | $29,111 | ExcessFromYear1Amt |
| Excess From Current Year | $35,967 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 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 | $5,000 |
| Salvation Army | |||||||
| PO Box 203781 | Houston | TX | 77216 | None | PC | Human needs assistance | $10,000 |
| God's Garage | |||||||
| 12340 FM 2854 Rd | Conroe | TX | 77304 | None | PC | Vehicle repairs for those in need | $5,000 |
| Brownsville Society for Crippled Ch | |||||||
| 1901 E 22nd | Brownsville | TX | 78521 | None | PC | Rehabilitative services to children with special needs | $5,000 |
| Houston SPCA | |||||||
| 900 Portway Drive | Houston | TX | 77024 | None | PC | Animal Rescue | $2,500 |
| My Life Speaks | |||||||
| PO Box 100972 | Nashville | TN | 37224 | None | PC | Human needs assistance | $30,000 |
| 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 | $2,500 |
| Operation Pets Alive | |||||||
| PO Box 132104 | The Woodlands | TX | 77393 | None | PC | Animal Rescue | $5,000 |
| Baylor University | |||||||
| One Bear Place | Waco | TX | 76798 | None | Scholarships | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,000 | 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 | $7 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $61,553 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $68,067 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $129,627 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129,627 | 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 | $1,800 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Fidelity Investments - Stock | StockNm |
| EOY Book Value | $316,003 | EOYBookValueAmt |
| EOYFMV | $513,810 | 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 | $1,118,817 | $1,225,769 |
| Other Account Holdings | AT COST | $6,016 | $15,029 |
| Fidelity - ETPS | AT COST | $309,181 | $553,057 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dividend Receivable | Desc |
| BOY Book Value | $65 | BOYBookValueAmt |
| EOY Book Value | $639 | EOYBookValueAmt |
| EOYFMV | $639 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Advisory Fees | $20,766 | $20,766 | $20,766 |
| Postage | $166 | $166 | $166 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Other Taxes | $608 | $608 | $608 |
| Taxes Paid | $665 | $665 | $665 |
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