MARTIN & ARLYN SHIELDS FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN & ARLYN SHIELDS FAMILY FOUNDATION (EIN 45-3199581)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-09
- IRS object ID
- 202111609349101101
- Schema version
- 2020v4.0
- 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 Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-09T09:02:34-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-06-09 | 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 | 2020 | 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 | $2,183,172 | 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 | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $12 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $64,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,839 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $64,839 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$50,848 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $505,299 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $65 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $44,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,851 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $64,851 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,850 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,593 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,593 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,593 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,553 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,553 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,553 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,996 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,996 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,996 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,996 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,996 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $127,996 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$83,928 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,855 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $64,851 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $125,706 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,050 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,050 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $337,820 | CorporateStockBOYAmt |
| Corporate Stock EOY | $345,511 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $480,570 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,396,986 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,408,958 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,680,487 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $65 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $65 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,860,512 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,776,584 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,183,172 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,860,512 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,860,512 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,776,584 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,860,512 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,776,584 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,860,512 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$83,928 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,776,584 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,776,584 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 20 Philip Morris International | P | 2020-01-09 | 2020-12-07 | $1,619 | $1,751 | -$132 | -$132 |
| 66 Simon PTTY Grp | P | 2019-11-04 | 2020-03-20 | $3,780 | $10,302 | -$6,522 | -$6,522 |
| 290.639 Vanguard International Value | P | 2020-05-12 | 2020-12-07 | $11,535 | $8,519 | $3,016 | $3,016 |
| 166 Wisdomtree TR Emerging Mkts | P | 2020-01-09 | 2020-05-15 | $5,646 | $7,626 | -$1,980 | -$1,980 |
| 68 Carrier Global Corp | P | 2015-08-03 | 2020-06-02 | $1,445 | $1,262 | $183 | $183 |
| 29 CVS Health Corp | P | 2018-01-05 | 2020-12-07 | $2,132 | $2,271 | -$139 | -$139 |
| 1,269.319 Dodge & Cox International Stock Fund | P | 2013-07-02 | 2020-05-12 | $40,387 | $53,572 | -$13,185 | -$13,185 |
| 23 Dow Inc | P | 2001-01-01 | 2020-12-07 | $1,224 | $1,535 | -$311 | -$311 |
| 2,109 Invesco Exch Trd | P | 2016-01-19 | 2020-12-17 | $44,714 | $44,263 | $451 | $451 |
| 505 Ishares Tr Intl Sel | P | 2013-10-22 | 2020-05-15 | $11,368 | $19,487 | -$8,119 | -$8,119 |
| 64 Lam Research Corp | P | 2019-01-14 | 2020-12-07 | $32,463 | $9,022 | $23,441 | $23,441 |
| 201 Leggett & Platt | P | 2001-01-01 | 2020-05-26 | $6,291 | $9,620 | -$3,329 | -$3,329 |
| 12,368.731 Loomis Sayles Bond | P | 2001-01-01 | 2020-01-01 | $167,008 | $176,014 | -$9,006 | -$9,006 |
| 43 Microsoft Corp | P | 2012-07-26 | 2020-12-07 | $9,188 | $1,256 | $7,932 | $7,932 |
| 34 Otis Worldwide | P | 2015-08-03 | 2020-06-02 | $1,830 | $1,765 | $65 | $65 |
| 13 Philip Morris International | P | 2015-01-05 | 2020-12-07 | $1,052 | $1,358 | -$306 | -$306 |
| 2,634 Vanguard FTSE Developed Market | P | 2001-01-01 | 2020-05-15 | $91,503 | $117,748 | -$26,245 | -$26,245 |
| 32.385 Viatris Inc | P | 2001-01-01 | 2020-11-20 | $569 | $506 | $63 | $63 |
| 115 Wells Fargo | P | 2014-12-08 | 2020-06-23 | $3,214 | $6,305 | -$3,091 | -$3,091 |
| 345 Williams Cos Inc | P | 2018-04-30 | 2020-03-20 | $3,873 | $8,562 | -$4,689 | -$4,689 |
| 47 Williams-Sonoma | P | 2018-01-05 | 2020-12-07 | $4,994 | $2,518 | $2,476 | $2,476 |
| 1,226.624 Wisdomtree TR Emerging High Div | P | 2001-01-01 | 2020-01-01 | $41,719 | $63,028 | -$21,309 | -$21,309 |
| 220 Wisdomtree TR US Small Cap | P | 2018-01-05 | 2020-12-07 | $8,445 | $7,857 | $588 | $588 |
| Capital Gain Dividends | $9,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$50,848 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,618 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $596 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $596 | SubtotalAmt |
| Tax Based On Investment Income | $596 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $608 | TaxDueAmt |
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 | $1,993,019 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,908 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,019,927 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,019,927 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,299 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,989,628 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,481 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,481 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $596 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $596 | TotalTaxAmt |
| Distributable Before Adj | $98,885 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $98,885 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $98,885 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $127,996 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $127,996 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $127,996 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $98,885 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $4,320 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $854 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,835 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,855 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,864 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $127,996 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $98,885 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,111 | RemainingDistriFromCorpusAmt |
| Total Corpus | $46,975 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,320 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $42,655 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $854 | ExcessFromYear3Amt |
| Excess From Year2 | $1,835 | ExcessFromYear2Amt |
| Excess From Year1 | $10,855 | ExcessFromYear1Amt |
| Excess From Current Year | $29,111 | 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 | $2,000 |
| Salvation Army | |||||||
| PO Box 203781 | Houston | TX | 77216 | None | PC | Human needs assistance | $8,000 |
| God's Garage | |||||||
| 12340 FM 2854 Rd | Conroe | TX | 77304 | None | PC | Vehicle repairs for those in need | $4,000 |
| Brownsville Society for Crippled Ch | |||||||
| 1901 E 22nd | Brownsville | TX | 78521 | None | PC | Rehabilitative services to children with special needs | $4,000 |
| Houston SPCA | |||||||
| 900 Portway Drive | Houston | TX | 77024 | None | PC | Animal Rescue | $2,000 |
| My Life Speaks | |||||||
| PO Box 100972 | Nashville | TN | 37224 | None | PC | Human needs assistance | $20,000 |
| 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 | $1,000 |
| 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 | $106,000 | 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 | $12 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $64,839 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $65 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$50,848 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,068 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,068 | 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 | $1,850 | Amt |
| Net Investment Income | $1,850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,850 | DisbursementsCharitablePrpsAmt |
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 | $1,042,481 | $1,132,277 |
| Other Account Holdings | AT COST | $6,138 | $11,462 |
| Fidelity - ETPS | AT COST | $360,339 | $536,748 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dividend Receivable | Desc |
| EOY Book Value | $65 | EOYBookValueAmt |
| EOYFMV | $65 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Advisory Fees | $18,351 | $18,351 | $18,351 |
| Office Supplies | $72 | $72 | $72 |
| Postage | $130 | $130 | $130 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $65 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Other Taxes | $615 | $615 | $615 |
| Taxes Paid | $978 | $978 | $978 |