Helmle Shaw Foundation

Bacliff, TX
Tax-exempt since March 1994
EIN: 76-0420414

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$114k (2024)

Expenses

$182k (2024)

Total Assets

$1.83M (2024)

Total Liabilities

$118k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$113,877

Expenses

$181,829

Net Income

-$67,952

Net Assets

$1,709,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$103,086	90.5%
Sales of Assets	$10,352	9.1%
Other Income	$439	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,443	85.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,827,069
Total Liabilities	$117,500
Net Assets	$1,709,569

Compensation

Key Employees and Officers	Compensation	Other
Judith Helmle Shaw (Sec / Treas)	$0	$0

990-PF

Filed on Nov. 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$72,154

Expenses

$173,176

Net Income

-$101,022

Net Assets

$1,820,475

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$101,240	> 100%
Sales of Assets	-$29,136
Other Income	$50	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,050	82.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,874,740
Total Liabilities	$54,265
Net Assets	$1,820,475

Compensation

Key Employees and Officers	Compensation	Other
Roy G Shaw Jr (President)	$0	$0
Judith Helmle Shaw (Secretary/Treasurer)	$0	$0

990-PF

Filed on Feb. 3, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$27,383

Expenses

$186,309

Net Income

-$158,926

Net Assets

$1,917,247

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,732	> 100%
Sales of Assets	-$73,349
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,000	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,936,019
Total Liabilities	$18,772
Net Assets	$1,917,247

Compensation

Key Employees and Officers	Compensation	Other
Roy G Shaw Jr (President)	$0	$0
Judith Helmle Shaw (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$101,684

Expenses

$158,096

Net Income

-$56,412

Net Assets

$2,076,173

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$95,678	94.1%
Sales of Assets	$6,006	5.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,000	87.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,076,173
Total Liabilities	$0
Net Assets	$2,076,173

Compensation

Key Employees and Officers	Compensation	Other
Roy G Shaw Jr (President)	$0	$0
Judith Helmle Shaw (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$102,192

Expenses

$163,469

Net Income

-$61,277

Net Assets

$2,132,584

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,487	98.3%
Sales of Assets	$1,673	1.6%
Other Income	$32	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$147,168	90.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,132,585
Total Liabilities	$1
Net Assets	$2,132,584

Compensation

Key Employees and Officers	Compensation	Other
Roy C Shaw Jr (President)	$0	$0
Judith Helmle Shaw (Secretary/Treasurer)	$0	$0

990-PF

Filed on Sept. 2, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$152,127

Expenses

$167,652

Net Income

-$15,525

Net Assets

$2,188,862

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$107,819	70.9%
Sales of Assets	$44,308	29.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,195	90.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,233,775
Total Liabilities	$44,913
Net Assets	$2,188,862

Compensation

Key Employees and Officers	Compensation	Other
Roy C Shaw Jr (President)	$0	$0
Judith Helmle Shaw (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$123,370

Expenses

$138,507

Net Income

-$15,137

Net Assets

$2,204,387

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$104,805	85.0%
Sales of Assets	$18,565	15.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,800	87.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,204,387
Total Liabilities	$0
Net Assets	$2,204,387

Compensation

Key Employees and Officers	Compensation	Other
Roy C Shaw Jr (President)	$0	$0
Judith Helmle Shaw (Secretary/Treasurer)	$0	$0

990-PF

Filed on Sept. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$109,200

Expenses

$202,644

Net Income

-$93,444

Net Assets

$2,219,524

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$98,547	90.2%
Sales of Assets	$10,653	9.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$179,888	88.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,219,524
Total Liabilities	$0
Net Assets	$2,219,524

Compensation

Key Employees and Officers	Compensation	Other
Roy C Shaw Jr (President)	$0	$0
Judith Helmle Shaw (Secretary/Treasurer)	$0	$0

990-PF

Filed on Aug. 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

-$24,403

Expenses

$193,529

Net Income

-$217,932

Net Assets

$2,271,543

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,564
Sales of Assets	-$129,762
Other Income	$12,795

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,104	90.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,309,968
Total Liabilities	$38,425
Net Assets	$2,271,543

Compensation

Key Employees and Officers	Compensation	Other
Roy C Shaw Jr (President)	$0	$0
Judith Helmle Shaw (Secretary/Treasurer)	$0	$0

990-PF

Filed on Oct. 18, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$106,001

Expenses

$199,658

Net Income

-$93,657

Net Assets

$2,489,475

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$101,633	95.9%
Sales of Assets	-$4,058
Other Income	$8,426	7.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$163,150	81.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,527,900
Total Liabilities	$38,425
Net Assets	$2,489,475

Compensation

Key Employees and Officers	Compensation	Other
Roy C Shaw Jr (President)	$0	$0
Judith Helmle Shaw (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 14, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$227,874

Expenses

$164,510

Net Income

$63,364

Net Assets

$2,583,132

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$122,461	53.7%
Sales of Assets	$105,413	46.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,883	87.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,621,557
Total Liabilities	$38,425
Net Assets	$2,583,132

Compensation

Key Employees and Officers	Compensation	Other
Roy C Shaw Jr (President)	$0	$0
Judith Helmle Shaw (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 16, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$273,379

Expenses

$181,160

Net Income

$92,219

Net Assets

$2,519,768

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$107,421	39.3%
Sales of Assets	$165,958	60.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$158,516	87.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,557,923
Total Liabilities	$38,155
Net Assets	$2,519,768

Compensation

Key Employees and Officers	Compensation	Other
Roy C Shaw Jr (President)	$0	$0
Judith Helmle Shaw (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 17, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$143,399

Expenses

$162,367

Net Income

-$18,968

Net Assets

$2,427,549

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$126,233	88.0%
Sales of Assets	$17,166	12.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,725	90.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,466,732
Total Liabilities	$39,183
Net Assets	$2,427,549

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$159,196

Expenses

$148,820

Net Income

$10,376

Net Assets

$2,446,517

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$121,428	76.3%
Sales of Assets	$37,768	23.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,003	86.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,474,801
Total Liabilities	$28,284
Net Assets	$2,446,517

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Helmle Shaw Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $114k (2024)

Expenses $182k (2024)

Total Assets $1.83M (2024)

Total Liabilities $118k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$114k (2024)

Expenses

$182k (2024)

Total Assets

$1.83M (2024)

Total Liabilities

$118k (2024)

Fiscal Year Ending Dec.
2024

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