HAROLD W AND MARY LOUISE SHAW FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: HAROLD W AND MARY LOUISE SHAW FOUNDATION (EIN 31-1577890)
Tax period: 2011-12-01 to 2012-11-30
Filed: 2013-10-15
IRS object ID: 201302889349100625
Schema version: 2011v1.5
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
Depreciation Schedule
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-10-15T17:15:06-05:00	Timestamp
Tax Period End Date	2012-11-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STOCKMAN KAST RYAN & CO LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	102 N CASCADE AVENUE SUITE 400	AddressLine1
City	COLORADO SPRINGS	City
State	CO	State
ZIP Code	80903	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-12-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	311577890	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE HAROLD & MARY LOUISE SHAW FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% STOCKMAN KAST RYAN & CO	InCareOfName
Name Control	HARO	NameControl
Phone	7192281080	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 SOUTH NEVADA SUITE 200	AddressLine1
City	COLORADO SPRINGS	City
State	CO	State
ZIP Code	80903	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	SALLY VEITCH	Name
Title	VICE PRESIDENT/TREASURER	Title
Date Signed	2013-02-15	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	CHERYL J SOLZE	Name
Phone	7196301186	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	31731074	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	2402003	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	178631	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	56902	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	245599	DividendsRevAndExpnss
Dividends Net Invst Incm	245599	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	-1745854	NetGainSaleAssetsRevAndExpnss
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	189	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	100	OtherIncomeNetInvstIncm
Total Revenue And Expenses	1080568	TotalRevenueAndExpenses
Total Net Investment Income	302601	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Legal Fees Rev And Expnss	164	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	164	LegalFeesNetInvstIncm
Legal Fees Adj Net Incm	0	LegalFeesAdjNetIncm
Legal Fees Dsbrs Chrtbl Prps	0	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	38517	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	38517	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	302244	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	277126	OtherProfFeesNetInvstIncm
Taxes Rev And Expnss	167529	TaxesRevAndExpnss
Taxes Net Invst Incm	6087	TaxesNetInvstIncm
Other Expenses Rev And Expnss	1928	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	1928	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	510382	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	323822	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	2544750	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	2544750	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	3055132	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	323822	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	2544750	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-1974564	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	3307492	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	1824162	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	1824162	SavingsAndTempCashInvstEOYFMV
Investments Other BOY	28124232	InvestmentsOtherBOY
Investments Other EOY	27729713	InvestmentsOtherEOY
Investments Other EOYFMV	29906912	InvestmentsOtherEOYFMV
Total Assets BOY	31431724	TotalAssetsBOY
Total Assets EOY	29553875	TotalAssetsEOY
Total Assets EOYFMV	31731074	TotalAssetsEOYFMV
Other Liabilities BOY	0	OtherLiabilitiesBOY
Other Liabilities EOY	96715	OtherLiabilitiesEOY
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	96715	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Paid In Or Capital Surplus BOY	25500	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	25500	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	31406224	RetainedEarningsBOY
Retained Earnings EOY	29431660	RetainedEarningsEOY
Total Net Assets BOY	31431724	TotalNetAssetsBOY
Total Net Assets EOY	29457160	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	31431724	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	29553875	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	31431724	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-1974564	ExcessOfRevenueOverExpenses
Subtotal	29457160	Subtotal
Total Net Assets Fund Balances EOY	29457160	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)

Description Of AssetDescriptionOfAsset	Date AcquiredDateAcquired	Date SoldDateSold	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
FROM PASSTHROUGH - CORUNDUM INCOME FUND	2012-11-30	2012-11-30	4562	-4562	-4562
FROM PASSTHROUGH - CORUNDUM INTERNATIONAL FUND	2012-11-30	2012-11-30	120719	-120719	-120719
FROM PASSTHROUGH - CORUNDUM INTERNATIONAL FUND	2012-11-30	2012-11-30	120516	-120516	-120516
FROM PASSTHROUGH - CORUNDUM LARGE-CAP GROWTH FUND	2012-11-30	2012-11-30	441767	-441767	-441767
FROM PASSTHROUGH - CORUNDUM LARGE-CAP GROWTH FUND	2012-11-30	2012-11-30	252568	-252568	-252568
FROM PASSTHROUGH - CORUNDUM LARGE-CAP VALUE FUND	2012-11-30	2012-11-30	296259	-296259	-296259
FROM PASSTHROUGH - CORUNDUM LARGE-CAP VALUE FUND	2012-11-30	2012-11-30	116251	-116251	-116251
FROM PASSTHROUGH - CORUNDUM SMALL MID-CAP VALUE FUND	2012-11-30	2012-11-30	159845	-159845	-159845
FROM PASSTHROUGH - CORUNDUM SMALL MID-CAP VALUE FUND	2012-11-30	2012-11-30	95359	-95359	-95359
FROM PASSTHROUGH - CORUNDUM SMALL MID-CAP GROWTH FUND	2012-11-30	2012-11-30	120400	-120400	-120400
FROM PASSTHROUGH - CORUNDUM SMALL MID-CAP GROWTH FUND	2012-11-30	2012-11-30	17608	-17608	-17608

Field	Value	IRS element (for citing)
Capital Gain Net Income	-1745854	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	794836	QualifyingDistributionsYear1
Noncharitable Assets Year1	28129935	NoncharitableAssetsYear1
Distribution Ratio Year1	0.028256	DistributionRatioYear1
Qualifying Distributions Year2	845833	QualifyingDistributionsYear2
Noncharitable Assets Year2	24420529	NoncharitableAssetsYear2
Distribution Ratio Year2	0.034636	DistributionRatioYear2
Qualifying Distributions Year3	718486	QualifyingDistributionsYear3
Noncharitable Assets Year3	11949388	NoncharitableAssetsYear3
Distribution Ratio Year3	0.060127	DistributionRatioYear3
Qualifying Distributions Year4	725117	QualifyingDistributionsYear4
Noncharitable Assets Year4	12792167	NoncharitableAssetsYear4
Distribution Ratio Year4	0.056684	DistributionRatioYear4
Qualifying Distributions Year5	684432	QualifyingDistributionsYear5
Noncharitable Assets Year5	13190529	NoncharitableAssetsYear5
Distribution Ratio Year5	0.051888	DistributionRatioYear5
Total Distribution Ratio	0.231591	TotalDistributionRatio
Average Distribution Ratio	0.046318	AverageDistributionRatio
Net Noncharitable Assets	29724395	NetNoncharitableAssets
Adjusted Noncharitable Assets	1376775	AdjustedNoncharitableAssets
One Percent Net Investment Income	0	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	1376775	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	2544750	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	0	InvestmentIncomeExciseTax
Subtotal	0	Subtotal
Tax Based On Investment Income	0	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	79160	EstTaxPaymentsAndOverpayment
Total Credits And Payments	79160	TotalCreditsAndPayments
Overpayment	79160	Overpayment
Amount Credited To Next Year	79160	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	CO	StatesFiledWith
States Filed With	OH	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STOCKMAN KAST RYAN & CO	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	7196301186	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	102 N CASCADE AVE SUITE 400	AddressLine1
City	COLORADO SPRINGS	City
State	CO	State
ZIP Code	80903	ZIPCode

Field	Value	IRS element (for citing)
Tax Exempt Interest Received	0	TaxExemptInterestReceived
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	true	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
SALLY LOUISE VEITCH
3280 WADE CT	COLORADO SPRINGS	CO	809175832	VICE PRESIDENT & ASST. TREAS.	1.0	0	0	0
FREDERICK A VEITCH
868 OAK HILL ROAD	NORTH YARMOUTH	ME	04097	VICE PRESIDENT	0.5	0	0	0
ROBERT D VEITCH
1176 HERNAGE CREEK ROAD	EAGLE	CO	81631	PRESIDENT	1.0	0	0	0
JOHN CHRISTOPHER
DINSMORE SHOHL LLP 225 EAST FIFT	CINCINNATI	OH	45202	SECRETARY	0.5	0	0	0
HEATHER K VEITCH
1 SOUTH NEVADA SUITE 200	COLORADO SPRINGS	CO	80903	TRUSTEE	0	0	0	0
KELLY A VEITCH
1 SOUTH NEVADA SUITE 200	COLORADO SPRINGS	CO	80903	TRUSTEE	0	0	0	0

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CB&T WEALTH MANAGEMENT	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 SOUTH NEVADA AVENUE SUITE 200	AddressLine1
City	COLORADO SPRINGS	City
State	CO	State
ZIP Code	80903	ZIPCode

Field	Value	IRS element (for citing)
Type Of Service	INVESTMENT ADVISORY	TypeOfService
Compensation	150843	Compensation

Field	Value	IRS element (for citing)
Summary Of Direct Charitable Acty		SummaryOfDirectCharitableActy
Sum Of Program Related Investments		SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	29247489	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	929562	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	30177051	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	30177051	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	452656	CashDeemedCharitable
Net Noncharitable Assets	29724395	NetNoncharitableAssets
Minimum Investment Return	1486220	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	1486220	MinimumInvestmentReturn
Tax Based On Investment Income	0	TaxBasedOnInvestmentIncome
Total Tax	0	TotalTax
Distributable Amount Before Adj	1486220	DistributableAmountBeforeAdj
Distributable Amount Before Ded	1486220	DistributableAmountBeforeDed
Distributable Amount As Adjusted	1486220	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	2544750	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	0	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	2544750	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	2544750	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	1486220	DistributableAmountAsAdjusted
Undistributed Income Prior Year	433508	UndistributedIncomePriorYear
Prior Year1	2009	PriorYear1
Prior Year2	2008	PriorYear2
Prior Year3	2007	PriorYear3
Qualifying Distributions	2544750	QualifyingDistributions
Applied To Year1	433508	AppliedToYear1
Applied To Current Year	1486220	AppliedToCurrentYear
Remaining Distri From Corpus	625022	RemainingDistriFromCorpus
Total Corpus	625022	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	625022	ExcessDistriCyovToNextYear
Excess From Current Year	625022	ExcessFromCurrentYear

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundations

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManager
Shareholder Manager	NONE	ShareholderManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line1RecipientForeignAddress/AddressLine1	CityRecipientForeignAddress/City	Province Or StateRecipientForeignAddress/ProvinceOrState	CountryRecipientForeignAddress/Country	Postal CodeRecipientForeignAddress/PostalCode
CHEYENNE MOUNTAIN ZOO
4250 Cheyenne Mountain Zo	COLORADO SPRINGS	CO	80906	PUBLIC CHARITY	GENERAL FUND	$680,000
SNOWBOARD OUTREACH SOCIETY
210 EDWARDS VILLAGE BLVD A-104	EDWARDS	CO	81632	PUBLIC CHARITY	GENERAL FUND	$320,000
LEARNING ON THE LOG
2354 ELON WAY	DECATUR	GA	30033	PUBLIC CHARITY	GENERAL FUND	$290,000
COLBY SAWYER COLLEGE
541 MAIN STREET	NEW LONDON	NH	03257	PUBLIC CHARITY	GENERAL FUND	$250,000
317 MAIN ST COMMUNICY CENTER
317 MAIN ST	YARMOUTH	ME	04096	PUBLIC CHARITY	GENERAL FUND	$230,000
FRIENDS OF CASCO BAY
43 SLOCUM DRIVE	PORTLAND	ME	04106	PUBLIC CHARITY	GENERAL FUND	$200,000
MIDCOAST SYMPHONY ORCHESTRA
PO BOX 86	BRUNSWICK	ME	04011	PUBLIC CHARITY	GENERAL FUND	$110,000
COASTAL STUDY FOR GIRLS
PO BOX 266	FREEPORT	ME	04032	PUBLIC CHARITY	GENERAL FUND	$95,000
RIPPLE EFFECT
PO BOX 441	PORTLAND	ME	04112	PUBLIC CHARITY	GENERAL FUND	$60,000
VAIL VALLEY MEDICAL CENTER
181 W MEADOW DRIVE	VAIL	CO	81657	PUBLIC CHARITY	GENERAL FUND	$60,000
FIREHOUSE ARTS AT WINSLOW STATION
20 CENTER STREET	YARMOUTH	ME	04096	PUBLIC CHARITY	GENERAL FUND	$30,000
MOUNTAIN VALLEY HORSE RESCUE
PO BOX 1681	EAGLE	CO	81631	PUBLIC CHARITY	GENERAL FUND	$30,000
ROUND UP RIVER RANCH
10 W BEAVER CREEK BOULEVARD SUITE	AVON	CO	81620	PUBLIC CHARITY	GENERAL FUND	$25,000
PORTLAND MUSEUM OF ART
SEVEN CONGRESS SQUARE	PORTLAND	ME	04101	PUBLIC CHARITY	GENERAL FUND	$25,000
VAIL VALLEY CHARITABLE FUND
181 W MEADOW DRIVE	VAIL	CO	81657	PUBLIC CHARITY	GENERAL FUND	$25,000
UNIVERSITY OF COLORADO AT COLORADO SPRINGS
1420 AUSTIN BLUFFS PARKWAY	COLORADO SPRINGS	CO	80918	PUBLIC CHARITY	GENERAL FUND	$20,000
STONE CREEK CHARTER SCHOOL
33520 HWY 6	EDWARDS	CO	81632	PUBLIC CHARITY	GENERAL FUND	$20,000
THE WILD ANIMAL SANCTUARY
1946 COUNTY ROAD 53	KEENESBURG	CO	80643	PUBLIC CHARITY	GENERAL FUND	$20,000
SAILMAINE
58 FORE STREET	PORTLAND	ME	04101	PUBLIC CHARITY	GENERAL FUND	$15,000
GOLDEN EAGLE ELDERLY HOUSING
700 BROADWAY 1	EAGLE	CO	81631	PUBLIC CHARITY	GENERAL FUND	$10,000
ST LAWRENCE CENTER FOR THE ARTS
				PUBLIC CHARITY	GENERAL FUND	$10,000	27 FRONT STREET EAST	TORONTO	ONTARIO	CA	MSE 184
CASA OF THE CONTINENTAL DIVIDE
330 FIEDLER AVENUE SUITE 207	DILLON	CO	80435	PUBLIC CHARITY	GENERAL FUND	$10,000
BANNOCK YOUTH CENTER
403 N HAYES AVENUE	POCATELLO	ID	83204	PUBLIC CHARITY	GENERAL FUND	$9,750

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	2544750	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Field	Value	IRS element (for citing)
Fees Contracts From Govt Agencies		FeesContractsFromGovtAgencies
Membership Dues And Assessments		MembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$178,631	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$245,599	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Re Debt Fincd Prop		NetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal Property		NetRentalIncmPersonalProperty
Other Investment Income Part VII		OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	-$1,745,854	ExclusionAmount

Field	Value	IRS element (for citing)
Net Income Loss From Special Events		NetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of Invntry		GrossProfitLossSalesOfInvntry

Other Revenue Described OtherRevenueDescribed (2 entries)

DescriptionDescription	Exclusion CodeExclusionCode	ExclusionExclusionAmount
FROM PASSTHROUGH	14	$100
MISCELLANEOUS	14	$89

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	-$1,321,435	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	-1321435	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	MARY L SHAW CHARITABLE LEAD ANNUITY	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	401 EAST EIGHTH STREET	AddressLine1
City	SOUIX FALLS	City
State	ID	State
ZIP Code	57103	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	2402003	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$38,517	Amount
Net Investment Income	38517	NetInvestmentIncome

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (10 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
CLASSIC DEBT FUND, LLC	AT COST	0	381150
CORUNDUM ARVADA, LLC	AT COST	200000	200000
CORUNDUM EQUITY DIVIDEND FUND	AT COST	1875296	2048345
CORUNDUM INCOME FUND	AT COST	8026209	8221965
CORUNDUM INTERNATIONAL FUND	AT COST	2143327	2154386
CORUNDUM LARGE CAP GROWTH FUND	AT COST	5100004	5694378
CORUNDUM LARGE CAP VALUE FUND	AT COST	5384420	5767199
CORUNDUM NOTE PARTICIPATION FD	AT COST	497693	307300
CORUNDUM SM MID CAP VALUE FUND	AT COST	2232294	2595320
CORUNDUM SMALL MID GROWTH FUND	AT COST	2270470	2536869

Land Etc Schedule2 LandEtcSchedule2

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL	Category
Amount	$164	Amount
Net Investment Income	164	NetInvestmentIncome

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	FROM PASSTHROUGH	Description
Revenue And Expenses Per Books	1928	RevenueAndExpensesPerBooks
Net Investment Income	1928	NetInvestmentIncome

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
MISCELLANEOUS INCOME	89
FROM PASSTHROUGH	100	100

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
CUSTODIAN & MANAGEMENT	$1,364	1364
CORUNDUM ADVISORY FEES	$300,880	275762

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
FEDERAL TAXES	$161,442
FOREIGN TAXES	$6,087	6087

HAROLD W AND MARY LOUISE SHAW FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct

Business Name BusinessName

US Address USAddress

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed (2 entries)

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (10 entries)

Land Etc Schedule2 LandEtcSchedule2

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments