Nonprofit · EIN 76-0420414
HELMLE-SHAW FOUNDATION
Tax-exempt · BACLIFF, TX 77518
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $226,942 | $265,798 | -$38,856 | $1,930,131 | $189,000 | $1,741,131 |
| December 31, 2024 | 990-PF | $113,877 | $181,829 | -$67,952 | $1,827,069 | $117,500 | $1,709,569 |
| December 31, 2023 | 990-PF | $72,154 | $173,176 | -$101,022 | $1,874,740 | $54,265 | $1,820,475 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $102,856
- Net gain from sales of assets
- $114,083
- Other income
- $10,003
Expenses
- Grants and similar amounts paid
- $226,000
- Disbursements for charitable purposes
- $228,750
- Excise tax on investment income
- $2,718
Balance sheet and other
- Total assets, start of year
- $1,897,069
- Total assets, end of year
- $1,930,131
- Total liabilities, end of year
- $189,000
- Net assets, end of year
- $1,741,131
- Fair market value of assets
- $4,162,573
- Qualifying distributions
- $228,750
- Net investment income
- $216,939
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Judith Helmle Shaw 2603 Bayshore Dr, Bacliff, TX 77518 | Sec / Treas | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Judith Helmle Shaw 2603 Bayshore Dr, Bacliff, TX 77518 | Sec / Treas | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROY G SHAW JR 2603 BAYSHORE DR, BACLIFF, TX 77518 | PRESIDENT | 1 | $0 |
| JUDITH HELMLE SHAW 2603 BAYSHORE DR, BACLIFF, TX 77518 | SECRETARY/TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2603 BAYSHORE DR, BACLIFF, TX 77518-3002
- In care of
- % JUDITH HELMLE SHAW
- Signed the 990-PF
- JUDITH SHAW, SEC/TREAS
- Phone
- (713) 594-5088
- Return prepared by
- Johnson & Creekmore PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 76-0420414
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,930,131
- Income (IRS master file)
- $337,221
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $226,942 | $265,798 | $1,930,131 | IRS |
| 990-PF | December 2024 | $113,877 | $181,829 | $1,827,069 | IRS |
| 990-PF | December 2023 | $72,154 | $173,176 | $1,874,740 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 76-0420414).
Questions about HELMLE-SHAW FOUNDATION
- What is the EIN of HELMLE-SHAW FOUNDATION?
- The employer identification number (EIN) of HELMLE-SHAW FOUNDATION is 76-0420414.
- Is HELMLE-SHAW FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to HELMLE-SHAW FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELMLE-SHAW FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELMLE-SHAW FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELMLE-SHAW FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HELMLE-SHAW FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does HELMLE-SHAW FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $226,942, expenses of $265,798 and total assets of $1,930,131 at year end.
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