Civic Intelligence

Helmle-Shaw Foundation Inc

990PF • Fiscal year 2014 • EIN 76-0420414

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

Organization Profile
2603 Bayshore DriveBacliff, TX 77518

(713) 782-7730

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

65th percentile

0.17x

Higher debt load relative to revenue than 65% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

79th percentile

28%

Higher net margin than 79% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

54th percentile

2.5%

Faster asset growth than 54% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-17%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$2,621,557

Up $63,634 (+2.5%) from 2013

Net Assets

Up

$2,583,132

Up $63,364 (+2.5%) from 2013

Liabilities

Up

$38,425

Up $270 (+0.7%) from 2013

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin79th percentile

Revenue

Down

$227,874

Down $45,505 (-17%) from 2013

Expenses

Down

$164,510

Down $16,650 (-9.2%) from 2013

Net Income

Down

$63,364

Down $28,855 (-31%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $2,441,740Liabilities 2010: $0Net Assets 2010: $2,441,7402010Assets 2011: $2,474,801Liabilities 2011: $28,284Net Assets 2011: $2,446,5172011Assets 2012: $2,466,732Liabilities 2012: $39,183Net Assets 2012: $2,427,5492012Assets 2013: $2,557,923Liabilities 2013: $38,155Net Assets 2013: $2,519,7682013Assets 2014: $2,621,557Liabilities 2014: $38,425Net Assets 2014: $2,583,1322014Assets 2015: $2,527,900Liabilities 2015: $38,425Net Assets 2015: $2,489,4752015Assets 2016: $2,309,968Liabilities 2016: $38,425Net Assets 2016: $2,271,5432016Assets 2017: $2,219,524Liabilities 2017: $0Net Assets 2017: $2,219,5242017Assets 2018: $2,204,387Liabilities 2018: $0Net Assets 2018: $2,204,3872018Assets 2019: $2,233,775Liabilities 2019: $44,913Net Assets 2019: $2,188,8622019Assets 2020: $2,132,585Liabilities 2020: $0Net Assets 2020: $2,132,5852020Assets 2021: $2,076,173Liabilities 2021: $0Net Assets 2021: $2,076,1732021Assets 2022: $1,936,019Liabilities 2022: $18,772Net Assets 2022: $1,917,2472022Assets 2023: $1,874,740Liabilities 2023: $54,265Net Assets 2023: $1,820,4752023Assets 2024: $1,827,069Liabilities 2024: $117,500Net Assets 2024: $1,709,5692024

Highlighted filing

2014

Assets$2,621,557
Liabilities$38,425
Net Assets$2,583,132
Open 2014 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2010: $147,2622010Expenses 2011: $148,8202011Expenses 2012: $162,3672012Revenue 2013: $273,379Expenses 2013: $181,160Net Income 2013: $92,2192013Revenue 2014: $227,874Expenses 2014: $164,510Net Income 2014: $63,3642014Revenue 2015: $106,001Expenses 2015: $199,658Net Income 2015: -$93,6572015Revenue 2016: -$24,403Expenses 2016: $193,529Net Income 2016: -$217,9322016Revenue 2017: $109,200Expenses 2017: $202,644Net Income 2017: -$93,4442017Revenue 2018: $123,370Expenses 2018: $138,507Net Income 2018: -$15,1372018Revenue 2019: $152,127Expenses 2019: $167,652Net Income 2019: -$15,5252019Revenue 2020: $102,192Expenses 2020: $163,469Net Income 2020: -$61,2772020Revenue 2021: $101,684Expenses 2021: $158,096Net Income 2021: -$56,4122021Revenue 2022: $27,383Expenses 2022: $186,309Net Income 2022: -$158,9262022Revenue 2023: $72,154Expenses 2023: $173,176Net Income 2023: -$101,0222023Revenue 2024: $113,877Expenses 2024: $181,829Net Income 2024: -$67,9522024

Highlighted filing

2014

Revenue$227,874
Expenses$164,510
Net Income$63,364
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROY C SHAW JRPresident-$0--
JUDITH HELMLE SHAWSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Helmle-shaw Foundation
EIN
76-0420414
Phone
7137827730
Address
2603 BAYSHORE DRIVE, BACLIFF, TX 77518

Signing Officer

Name
Roy C Shaw Jr
Title
President
Phone
7137827730
Signed
2015-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Briggs & Veselka Co
Address
NINE GREENWAY PLAZA SUITE 1700, HOUSTON, TX 77046
Preparer
Xin Xin
Phone
7136679147
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-14561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt710538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt823208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt928635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt108075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1136494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt124664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt133558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-4819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt178053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt36
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-14561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt710538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt823208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt928635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt108075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1136494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt124664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt133558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-4819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt178053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt163066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5115439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt62179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7144683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8131334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9184351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1054399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1166921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1211936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1354465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1494342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1517330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt169099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt178053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0113.599 SHS - FRANKLIN CONVERTIBLE SEC ADV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13692.389 SHS - LOOMIS SAYLES STRATEGIC INC Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc214.736 SHS - LORD ABBETT HIGH YIELD F
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc336.504 SHS - TEMPLETON GLB TOTAL RETURN ADV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4.05 SHS - VERIZON COMMUNICATIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc511648.746 SHS - PIMCO ALL ASSET ALL AUTH P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6258.445 SHS - TCW EMERG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc76942 SHS - COHEN&STEERS INFRASTRUCTURE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81400 SHS - ISHARES IBOXX $ H/Y COR BD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91600 SHS - ISHARES IBOXX INVEST GR COR BD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10500 SHS - ISHARES JP MORGAN EM BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11800 SHS - PROCTOR & GAMBLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12250 SHS - PT TELEKOMUNIKASI INDONESIA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc132000 SHS - PWRSHARES EMERGING MKTS SOV DE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1411191.274 SHS - TCW EMERG MKTS INCOME I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc151333.779 SHS - TEMPLETON GLOBAL BD FD ADV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16272.727 SHS - VODAFONE GROUP PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17MORGAN STANLEY SMITH BARNEY CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162014-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0105413
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt063364
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02583132
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02519768
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02583132
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0167086
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0167086
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0167086
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0171305
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04219
IRS990PF/DistributableAmountGrp/TotalTaxAmt04219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04277
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt03327076
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0218512
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0123372
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0123172
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01839834
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01526483
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02254753
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueBOYAmt038155
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueEOYAmt038425
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0499577
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0971702
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0949151
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02519768
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02583132
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02557923
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02621557
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03327076
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt038155
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt038425
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02557923
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02621557
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02519768
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02583132
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03478277
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0249303
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03228974
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt052174
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0171305
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03426103
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03478277
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROY C SHAW JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JUDITH HELMLE SHAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02603 BAYSHORE DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12603 BAYSHORE DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BACLIFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BACLIFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077518
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd177518
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,621,557
Liabilities
$38,425
Net assets
$2,583,132
Revenue
$227,874
Expenses
$164,510
Net income
$63,364
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.12$1.71$0.11$0.18$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.05$1.82$0.07$0.17$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.02$1.92$0.03$0.19$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.10$0.16$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.10$0.16$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.23$0.04$2.19$0.15$0.17$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.12$0.14$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.11$0.20$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.31$0.04$2.27$0.02$0.19$0.22
2015Detailed filing. Detailed filing data is available for this year.$2.53$0.04$2.49$0.11$0.20$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.62$0.04$2.58$0.23$0.16$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.56$0.04$2.52$0.27$0.18$0.09
2012Detailed filing. Detailed filing data is available for this year.$2.47$0.04$2.43$0.16
2011Detailed filing. Detailed filing data is available for this year.$2.47$0.03$2.45$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.15