MARTIN & ARLYN SHIELDS FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MARTIN & ARLYN SHIELDS FAMILY FOUNDATION (EIN 45-3199581)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-08
IRS object ID
201801289349100975
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-08T15:04:53-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN200695931PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ABERCROMBIE AND ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115460 PIN OAKAddressLine1Txt
CityTHE WOODLANDSCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77384ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453199581EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARTIN & ARLYN SHIELDS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARTBusinessNameControlTxt
Phone2814195716PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7835AddressLine1Txt
CityTHE WOODLANDSCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77387ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTIN L SHIELDSPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2814195716PhoneNum
Signature2018-04-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBERNARD ABERCROMBIEPreparerPersonNm
PTINP00182748PTIN
Phone2814405740PhoneNum
Preparation2018-04-02PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,099,878FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$750,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$22InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$22InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$36,355DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,355DividendsNetInvstIncmAmt
Dividends Adj Net Incm$36,355DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$29,866NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$126,397GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$29,866CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$816,243TotalRevAndExpnssAmt
Total Net Invst Incm$66,243TotalNetInvstIncmAmt
Total Adj Net Incm$36,377TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,400AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,191TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,191TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,281OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,281OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$12,187OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,872TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,872TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,187TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$55,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$55,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$70,872TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,872TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$67,187TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$745,371ExcessRevenueOverExpensesAmt
Net Investment Income$50,371NetInvestmentIncomeAmt
Adjusted Net Income$36,377AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$15,796SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$769,630SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$769,630SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$686,082CorporateStockBOYAmt
Corporate Stock EOY$658,573CorporateStockEOYAmt
Corporate Stock EOYFMV$813,174CorporateStockEOYFMVAmt
Other Investments BOY$476,320OtherInvestmentsBOYAmt
Other Investments EOY$494,981OtherInvestmentsEOYAmt
Other Investments EOYFMV$517,074OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,178,198TotalAssetsBOYAmt
Total Assets EOY$1,923,184TotalAssetsEOYAmt
Total Assets EOYFMV$2,099,878TotalAssetsEOYFMVAmt
Other Liabilities BOY$615OtherLiabilitiesBOYAmt
Other Liabilities EOY$230OtherLiabilitiesEOYAmt
Total Liabilities BOY$615TotalLiabilitiesBOYAmt
Total Liabilities EOY$230TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,177,583UnrestrictedBOYAmt
Unrestricted EOY$1,922,954UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,177,583TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,922,954TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,178,198TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,923,184TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,177,583TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$745,371ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,922,954SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,922,954TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BRIGHTHOUSE FINL INCCOM, BHF, 10922N103 - 9.000 SHSP2016-09-072017-08-09$492$444$48$48
BRIGHTHOUSE FINL INCCOM, BHF, 10922N103 - 0.818 SHSP2016-09-072017-08-10$47$40$7$7
SHIRE PLC SPONSORED ADR, SHPG, 82481R106 - 33.000 SHSP2016-06-032017-02-02$5,508$6,271-$763-$763
ABBVIE INC COM USD0.01, ABBV, 00287Y109 - 38.000 SHSP2012-02-062017-11-13$3,586$1,100$2,486$2,486
APPLE INC, AAPL, XXX-XX-XXXX - 23.000 SHSP2014-12-082017-11-13$4,002$2,591$1,411$1,411
BLACKROCK INC, BLK, 09247X101 - 8.000 SHSP2015-08-032017-11-13$3,695$2,671$1,024$1,024
BOEING CO, BA, XXX-XX-XXXX - 17.000 SHSP2015-01-082017-11-13$4,451$2,246$2,205$2,205
CUMMINS INC, CMI, XXX-XX-XXXX - 28.000 SHSP2016-01-282017-11-13$4,734$2,447$2,287$2,287
DOWDUPONT INC COM, DWDP, 26078J100 - 0.109 SHSP2014-12-082017-09-05$7$6$1$1
DOWDUPONT INC COM, DWDP, 26078J100 - 0.039 SHSP2016-01-192017-09-05$3$2$1$1
DOWDUPONT INC COM, DWDP, 26078J100 - 15.579 SHSP2014-12-082017-11-01$1,135$839$296$296
DOWDUPONT INC COM, DWDP, 26078J100 - 106.000 SHSP2015-08-032017-11-01$7,722$4,915$2,807$2,807
DOWDUPONT INC COM, DWDP, 26078J100 - 38.421 SHSP2016-01-192017-11-01$2,799$1,651$1,148$1,148
GENERAL MTRS CO COM, GM, 37045V100 - 215.000 SHSP2015-08-032017-02-02$7,657$6,793$864$864
ISHARES CORE S&P MID-CAP ETF, IJH, XXX-XX-XXXX - 116.000 SHSP2013-10-222017-11-13$21,133$14,993$6,140$6,140
JPMORGAN CHASE & CO, JPM, 46625H100 - 41.000 SHSP2015-08-032017-11-13$4,004$2,803$1,201$1,201
LOOMIS SAYLES BOND INSTL, LSBDX, XXX-XX-XXXX - 2.598 SHSP2012-10-192017-10-16$37$39-$2-$2
LOOMIS SAYLES BOND INSTL, LSBDX, XXX-XX-XXXX - 2650.034 SHSP2015-01-152017-10-16$37,743$39,320-$1,577-$1,577
NORFOLK SOUTHERN CRP, NSC, XXX-XX-XXXX - 35.000 SHSP2015-08-032017-11-13$4,445$2,902$1,543$1,543
WALGREENS BOOTS ALLIANCE INC COM, WBA, XXX-XX-XXXX - 71.000 SHSP2012-10-192017-02-02$5,714$2,563$3,151$3,151
WISDOMTREE TR US MIDCAP DIVID, DON, 97717W505 - 98.000 SHSP2012-10-192017-11-13$3,304$1,895$1,409$1,409
CAPITAL GAIN DISTRIBUTIONP$4,179$4,179$4,179
FieldValueIRS element (for citing)
Capital Gain Net Income$29,866CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$708NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$53,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,222,861NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.043341DistributionYr1Rt
Adjusted Qlfy Distri Yr2$67,076AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,282,459NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052303DistributionYr2Rt
Adjusted Qlfy Distri Yr3$70,012AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,352,767NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051755DistributionYr3Rt
Adjusted Qlfy Distri Yr4$70,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,300,407NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.053829DistributionYr4Rt
Adjusted Qlfy Distri Yr5$39,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,216,101NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.032070DistributionYr5Rt
Total Distribution0.233298TotalDistributionRt
Average Distribution0.046660AverageDistributionRt
Net Vl Noncharitable Assets$1,336,735NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$62,372AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$504NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$62,876AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$67,187QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$504InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$504SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$504TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$13EsPenaltyAmt
Tax Due$517TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARTIN SHIELDSIndividualWithBooksNm
Phone2817956427PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line119 STAR FERN PLACEAddressLine1Txt
CitySPRINGCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77380ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARTIN L SHIELDS
PO BOX 7280THE WOODLANDSTX77387DIRECTOR0.00$0$0$0
ARLYN C SHIELDS
PO BOX 7280THE WOODLANDSTX77387DIRECTOR0.00$0$0$0
TARA S BYRANT
PO BOX 7280THE WOODLANDSTX77387DIRECTOR0.00$0$0$0
TRAVIS C SHIELDS
PO BOX 7280THE WOODLANDSTX77387DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,306,615AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,476AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,357,091TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,357,091AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,356CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,336,735NetVlNoncharitableAssetsAmt
Minimum Investment Return$66,837MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$66,837MinimumInvestmentReturnAmt
Tax Based On Investment Income$504TaxBasedOnInvestmentIncomeAmt
Total Tax$504TotalTaxAmt
Distributable Before Adj$66,333DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$66,333DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$66,333DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$67,187ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$67,187QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$504PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$66,683AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$66,333DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$2,331ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,006ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,320ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$10,657TotalExcessDistributionCyovAmt
Qualifying Distributions$67,187QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$66,333AppliedToCurrentYearAmt
Remaining Distri From Corpus$854RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$11,511TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$11,511ExcessDistriCyovToNextYrAmt
Excess From Year4$2,331ExcessFromYear4Amt
Excess From Year3$4,006ExcessFromYear3Amt
Excess From Year2$4,320ExcessFromYear2Amt
Excess From Current Year$854ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BROWNSVILLE SOCIETY FOR CRIPPLED CH
1901 E 22NDBROWNSVILLETX78521NONEIREHABILITATIVE SERVICES TO CHILDREN WITH SPECIAL NEEDS$2,000
CITIZENS FOR ANIMAL PROTECTION
17555 KATY FWYHOUSTONTX77094NONEIANIMAL RESCUE$2,000
HOPE CHURCH
PO BOX 2029METAIRIELA70004NONEIRELIGIOUS SUPPORT$1,000
HOUSTON SPCA
900 PORTWAY DRIVEHOUSTONTX77024NONEIANIMAL RESCUE$2,000
MY LIFE SPEAKS
PO BOX 100972NASHVILLETN37224NONEIHUMAN NEEDS ASSISTANCE$10,000
ORDER OF THE HOLY CROSS S AFRICA FU
600 FIFTH AVENUENEW YORKNY10020NONEISOUTH AFRICA MINISTRY$30,000
TENNESSEE BAPTIST CHILDREN'S HOME
PO BOX 2206BRENTWOODTN37024NONEIFAMILY ASSISTANCE$1,000
THE SALVATION ARMY
PO BOX 203781HOUSTONTX77216NONEIHUMAN NEEDS ASSISTANCE$6,000
GOD'S GARAGE
12340 FM 2854 RDCONROETX77304NONEIVEHICLE REPAIRS FOR THOSE IN NEED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$55,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$22RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$36,355RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$29,866RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$66,243RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$66,243TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INVESTMENT INCOME PROVIDES A HEDGE AGAINST INFLATION FOR FUNDING
4INVESTMENT INCOME PROVIDES A HEDGE AGAINST INFLATION FOR FUNDING
7FUTURE QUALIFIED EXEMPT PURPOSES.
8FUTURE QUALIFIED EXEMPT PURPOSES.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonANGEL RESOURCESContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line119 STAR FERN PLACEAddressLine1Txt
CityTHE WOODLANDSCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77380ZIPCd
FieldValueIRS element (for citing)
Total Contributions$750,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$2,400Amt
Net Investment Income$2,400NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHE TEXAS STATE LAW PROVIDES FOR THE AUTOMATIC EXEMPTION UNDER REV RULING 75-38.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY INVESTMENTS - STOCKSStockNm
EOY Book Value$658,573EOYBookValueAmt
EOYFMV$813,174EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIDELITY - MUTUAL FUNDSAT COST$483,558$503,800
OTHER ACCOUNT HOLDINGSAT COST$11,423$13,274

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEES$12,187$12,187$0$12,187
POSTAGE$94$94$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFIDELITY PAYABLEDesc
BOY Book Value$615BOYBookValueAmt
EOY Book Value$230EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER TAXES$420$420$0$0
TAXES PAID$771$771$0$0

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