Civic Intelligence

Shepherd 5 Points Family Foundation

EIN 45-3820534 • Austin, TX

2702 Verdebank CircleAustin, TX 78703
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.02x

Higher debt load relative to revenue than 35% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Asset Growth

88th percentile

31%

Faster asset growth than 88% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

460%

Faster revenue growth than 97% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$6,853,908

Up $1,625,051 (+31%) from 2023

Liabilities

Up

$37,506

Up $36,751 (+4868%) from 2023

Net Assets

Up

$6,816,402

Up $1,588,300 (+30%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin94th percentile

Revenue

Up

$1,863,623

Up $1,530,731 (+460%) from 2023

Expenses

Up

$466,031

Up $80,690 (+21%) from 2023

Net Income

Up

$1,397,592

Up $1,450,041 (+2765%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $828,899Liabilities 2012: $02012Assets 2013: $731,206Liabilities 2013: $02013Assets 2014: $652,153Liabilities 2014: $3,8922014Assets 2015: $576,153Liabilities 2015: $1,1682015Assets 2017: $5,295,140Liabilities 2017: $0Net Assets 2017: $5,295,1402017Assets 2018: $5,245,030Liabilities 2018: $0Net Assets 2018: $5,245,0302018Assets 2019: $5,025,681Liabilities 2019: $0Net Assets 2019: $5,025,6812019Assets 2020: $4,486,320Liabilities 2020: $0Net Assets 2020: $4,486,3202020Assets 2021: $4,687,690Liabilities 2021: $4,213Net Assets 2021: $4,683,4772021Assets 2022: $5,068,826Liabilities 2022: $1,367Net Assets 2022: $5,067,4592022Assets 2023: $5,228,857Liabilities 2023: $755Net Assets 2023: $5,228,1022023Assets 2024: $6,853,908Liabilities 2024: $37,506Net Assets 2024: $6,816,4022024

Highlighted filing

2024

Assets$6,853,908
Liabilities$37,506
Net Assets$6,816,402
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $21,096Expenses 2012: $157,244Net Income 2012: -$136,1482012Revenue 2013: $52,352Expenses 2013: $150,042Net Income 2013: -$97,6902013Revenue 2014: $78,103Expenses 2014: $161,262Net Income 2014: -$83,1592014Revenue 2015: $104,305Expenses 2015: $177,217Net Income 2015: -$72,9122015Revenue 2017: $5,045,664Expenses 2017: $217,964Net Income 2017: $4,827,7002017Revenue 2018: $184,601Expenses 2018: $234,711Net Income 2018: -$50,1102018Revenue 2019: $115,723Expenses 2019: $335,072Net Income 2019: -$219,3492019Revenue 2020: -$280,317Expenses 2020: $259,478Net Income 2020: -$539,7952020Revenue 2021: $412,533Expenses 2021: $214,692Net Income 2021: $197,8412021Revenue 2022: $886,568Expenses 2022: $492,090Net Income 2022: $394,4782022Revenue 2023: $332,892Expenses 2023: $385,341Net Income 2023: -$52,4492023Revenue 2024: $1,863,623Expenses 2024: $466,031Net Income 2024: $1,397,5922024

Highlighted filing

2024

Revenue$1,863,623
Expenses$466,031
Net Income$1,397,592
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$6,853,908
Liabilities
$37,506
Net assets
$6,816,402
Revenue
$1,863,623
Expenses
$466,031
Net income
$1,397,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.85$0.04$6.82$1.86$0.47$1.40
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.23$0.00$5.23$0.33$0.39$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.00$5.07$0.89$0.49$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.69$0.00$4.68$0.41$0.21$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.49$0.00$4.49$0.28$0.26$0.54
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.03$0.00$5.03$0.12$0.34$0.22
2018Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.18$0.23$0.05
2017Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$5.05$0.22$4.83
2015Summary only. Only limited summary data is available for this year.$0.58$0.00$0.10$0.18$0.07
2014Summary only. Only limited summary data is available for this year.$0.65$0.00$0.08$0.16$0.08
2013Summary only. Only limited summary data is available for this year.$0.73$0.00$0.05$0.15$0.10
2012Summary only. Only limited summary data is available for this year.$0.83$0.00$0.02$0.16$0.14
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 31, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBIN BEASLEY SHEPHERDDirector-$0--
ROBIN BEASLEY SHEPHERDDirector-$0--
JAMES L SHEPHERDDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGOOD SHEPHERD EPISCOPAL CHURCHBUILDING A COMMUNITY GROWING IN LOVERELIGIOUSAUSTIN, TX, US$52,500
Paid GrantCHRISTIAN COMMUNITY SERVICE CENTERSERVE POOR, HUNGRY, DISABLED, NEEDYPCHOUSTON, TX, US$33,333
Paid GrantLEUKEMIA & LYMPHOMA SOCIETYFUND CANCER RESEARCHPCAUSTIN, TX, US$20,000
Paid GrantJUVENILE DIABETESFUND PROGRAMS TO CURE, PREVENT, T1DPCAUSTIN, TX, US$19,080
Paid GrantST ANDREWS EPISCOPAL SCHOOLHELP YOUNG ACHIEVE POTENTIALEDUCATIONALAUSTIN, TX, US$14,750
Paid GrantKIPPFUND PROGRAMS FOR DISADVANTEDPCAUSTIN, TX, US$13,850
Paid GrantTRINITY CENTERSERVE SPIRITUAL, EMOTIONAL NEEDSPCAUSTIN, TX, US$13,002
Paid GrantNICK FINNEGAN COUNSELING CENTERPROVIDE AFFORDABLE COUNSELINGPCHOUSTON, TX, US$5,000
Paid GrantBEYOND BATTEN DISEASE FOUSUPPORTS RESEARCH, TREATMENT FOR CHIPCAUSTIN, TX, US$5,000
Paid GrantCITY SCHOOLECONOMICALLY DIVERSE, CHALLENGE-AUSTIN, TX, US$5,000
Paid GrantPHI GAMMA DELTA EDUCATIONAL FOUNDATPROVIDE FUNDS FOR EDUCATIONAL NEEDSPCAUSTIN, TX, US$5,000
Paid GrantSMUEDUCATIONALEDUCATIONALDALLAS, TX, US$5,000
Paid GrantTHE FRONT PORCHPROGRAMS TO CREATE OPPORTUNITIESPCAUSTIN, TX, US$4,000
Paid GrantCENTRAL TEXAS FOOD BANKNOURISH HUNGRY PEOPLEPCAUSTIN, TX, US$3,300
Paid GrantSMALL STEPS NURTURING CENTERPROVIDE HIGH QUALITY EDUCATION, SOCI-HOUSTON, TX, US$2,500
Paid GrantAMERICAN RED CROSSPROVIDE CARE TO THOSE IN NEEDPCAUSTIN, TX, US$1,500
Paid GrantPEASE PARK CONSERVANCYSUPPORT OF PUBLIC GREEN SPACEPCAUSTIN, TX, US$1,000
Paid GrantUNIVERSITY OF TEXASEDUCATIONALEDUCATIONALAUSTIN, TX, US$1,000
Paid GrantGEM USARELIGIOUSRELIGIOUSMONUMENT, CO, US$1,000
Paid GrantBOY SCOUTS CAPITAL AREA COUNCILFUND VRS SCOUTING PROJECTSPCAUSTIN, TX, US$500
Paid GrantCOMMUNITIES IN SCHOOLSDROPOUT PREVENTION ORGANIZATION-AUSTIN, TX, US$500
Paid GrantCAMP KESEM - UTHELP YOUTH IMPACTED BY PARENTAL CANCPCLOS ANGELES, CA, US$500
Paid GrantUNIVERSITY OF HOUSTONEDUCATIONALEDUCATIONALHOUSTON, TX, US$500
Paid GrantLSU FOUNDATIONEDUCATIONALEDUCATIONALBATON ROUGE, LA, US$375
Paid GrantSMU MOTHERS AND DADS CLUBPROVIDE AND SUPPORT PROGRAMSEDUCATIONALDALLAS, TX, US$250
Paid GrantSPRING SPIRIT BASEBALLHELP YOUTH REALIZE OPPORTUNITIESPCHOUSTON, TX, US$180
Paid GrantST JUDE CHILDREN'S RESEARCH HOSPITADVANCE CURES FOR PEDI DISEASE-MEMPHIS, TN, US$100
Filing and Contact Details

Filer

Filer Name
Shepherd 5 Points Family Foundation
EIN
45-3820534
Phone
5124584338
Address
2702 VERDEBANK CIRCLE, AUSTIN, TX 78703

Signing Officer

Name
Robin Beasley Shepherd
Title
Director
Phone
5124584338
Signed
2020-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Tn CPA
Address
5633 RICHMOND AVE, HOUSTON, TX 77057
Preparer
Tina Nguyen CPA
Phone
2815644444
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ExplnOfNonFilingWithAGStmt/ExplanationTxt0TEXAS LAW PROVIDES THAT A NON-PROFIT ENTITY DOES NOT HAVE TO FILE REPORTS WITH THE STATE IF THEY HAVE BEEN GRANTED EXEMPTION AS A QUALIFYING 501(C) ORGANIZATION.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BROADCOM LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BROADRIDGE FINANCIAL SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CAMECO CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CARMAX INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CHARTER COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CHECK POINT SOFTWARE TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CME GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28COCA-COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29COLGATE-PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CONSTELLATION BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31DIAMONDBACK ENERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ECOLAB INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ELANCO ANIMAL HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ELECTRONIC ARTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ESTEE LAUDER COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36FACTSET RESEARCH SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37FEDEX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38FIFTH THIRD BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39GENERAL DYNAMICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41GRACO INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42GRIFOLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43HALLIBURTON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45INTEL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46IPG PHOTONICS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48JPMORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49KANSAS CITY SOUTHERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50KNIGHT-SWIFT TRANSPORTATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51KOSMOS ENERGY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53LOGMEIN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MASTERCARD INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MC DONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MEDTRONIC PUBLIC LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58METTLER-TOLEDO INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MOODYS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MSCI INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NEW RESIDENTIAL INVESTMENT COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63NEWELL BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64NIKE CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65OLD DOMINION FGHT LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PEPSICO, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PERSPECTA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PIONEER NATURAL RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70REGIONS FINANCIAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ROPER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SAFRAN SA SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SHERWIN-WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SNAP-ON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SUNTRUST BANKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80THE HOME DEPOT, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81THE MIDDLEBY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TIFFANY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84TIME WARNER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86TWENTY-FIRST CENTURY FOX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87U.S. BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88UNITED TECHNOLOGIES CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90UNIVERSAL HEALTH SVC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91VARIAN MEDICAL SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92WALT DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93WESTERN ALLIANCE BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94WORLD WRESTLING ENTERTAINMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt021595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt196760
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ALTABA INC. CLOSE ENDED FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ARES CAPITAL CORP MUTUAL FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2POLARIS GLOBAL VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt020098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt191556
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt034768
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01987
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01988
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03975
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0144519
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0208720
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0208720
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt034768
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt034768
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-50110
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01200019
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05314
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05314
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0144519
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0164001
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt018008
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt018008
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04004
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt020600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0234711
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0184601
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0184601
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01991
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020600
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt025991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01055500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0144422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0144422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01199922
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0144519
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-50110
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05295140
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05245030
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0321356
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0321356
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0321356
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0324636
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03280
IRS990PF/DistributableAmountGrp/TotalTaxAmt03280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0527
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03280
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02327
IRS990PF/FMVAssetsEOYAmt04966556
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04489869
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0527
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0527
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0113689
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0118355
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0111654
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05295140
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05245030
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0797174
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0364505
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0364506
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05295140
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05245030
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04966556
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05295140
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05245030
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05295140
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05245030
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06271331
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0527
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0324636
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06492718
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06591592
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBIN BEASLEY SHEPHERD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES L SHEPHERD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HOUSTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd277006
IRS990PF/Organization501c3ExemptPFInd0X

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