SCHEIDT FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SCHEIDT FAMILY FOUNDATION INC (EIN 62-0989531)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-09-15
- IRS object ID
- 202222589349100117
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-15T10:42:07-05:00 | ReturnTs |
| Tax Period End | 2021-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAX A PIWONKA CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 WHEELIS DRIVE SUITE 106 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620989531 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHEIDT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % COURTNEY HARDIN | InCareOfNm |
| Business Name Control | SCHE | BusinessNameControlTxt |
| Phone | 9019373820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 WHEELIS DRIVE Suite 106 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN ARNEY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 9019373820 | PhoneNum |
| Signature | 2022-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | ARNEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAX A PIWONKA | PreparerPersonNm |
| PTIN | P00710649 | PTIN |
| Phone | 9014919863 | PhoneNum |
| Preparation | 2022-09-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,498,924 | 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 | $270,738 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $157,642 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $157,642 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,510,665 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,545,042 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,510,665 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,939,066 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,668,328 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,073 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,073 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,906 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,315 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,315 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $62,138 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,294 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $490,705 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $490,705 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $552,843 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,294 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $490,705 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,386,223 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,612,034 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,188,535 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $499,907 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $499,907 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $7,300 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $7,300 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $5,640,431 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,308,433 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,985,869 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $599,607 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $6,692 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,848 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,848 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,435,265 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,821,488 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,498,924 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,267,665 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,770,536 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,167,600 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,050,952 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,435,265 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,821,488 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,435,265 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,821,488 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,435,265 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,386,223 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,821,488 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,821,488 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| TOCQUEVILLE, FORM 8949, BOX C, SEE ATTACHMENT | P | $1,746,997 | $1,526,356 | $220,641 | $220,641 |
| TOCQUEVILLE FORM 8949, BOX F, SEE ATTACHED | P | $2,790,169 | $1,508,021 | $1,282,148 | $1,282,148 |
| TOCQUEVILLE, CAPITAL GAIN DISTRIBUTIONS | P | $7,794 | $7,794 | $7,794 | |
| CLASS ACTION SETTLEMENTS | P | $82 | $82 | $82 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,510,665 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,407 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22,407 | SubtotalAmt |
| Tax Based On Investment Income | $22,407 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,848 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $30,848 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,441 | OverpaymentAmt |
| Applied To ES Tax | $8,441 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COURTNEY HARDIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9019373820 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 WHEELIS DRIVE SUITE 106 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HELEN H SCHEIDT | ||||||||
| 54 S WHITE STATION ROAD | MEMPHIS | TN | 38117 | PRESIDENT | 0 | $0 | $0 | $0 |
| E ELKAN SCHEIDT | ||||||||
| 54 S WHITE STATION ROAD | MEMPHIS | TN | 38117 | VICE PRES | 0 | $0 | $0 | $0 |
| SUSAN SCHEIDT ARNEY | ||||||||
| 54 S WHITE STATION ROAD | MEMPHIS | TN | 38117 | VICE PRES | 0 | $0 | $0 | $0 |
| RUDI E SCHEIDT JR | ||||||||
| 54 S WHITE STATION ROAD | MEMPHIS | TN | 38117 | VICE PRES | 0 | $0 | $0 | $0 |
| HELEN SCHEIDT GRONAUER | ||||||||
| 54 S WHITE STATION ROAD | MEMPHIS | TN | 38117 | VICE PRES | 0 | $0 | $0 | $0 |
| RUDI E SCHEIDT | ||||||||
| 54 S WHITE STATION ROAD | MEMPHIS | TN | 38117 | SECR-TREAS | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Description2 | NOT APPLICABLE | Description2Txt |
| Description3 | NOT APPLICABLE | Description3Txt |
| Description4 | NOT APPLICABLE | Description4Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,543,437 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,214,144 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,848 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,763,429 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,763,429 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $176,451 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,586,978 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $579,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $579,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,407 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,407 | TotalTaxAmt |
| Distributable Before Adj | $556,942 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $556,942 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $556,942 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $490,705 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $490,705 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $490,705 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $556,942 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,059 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $5,059 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $490,705 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $490,705 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,059 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,059 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $61,178 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HELEN H SCHEIDT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 54 S WHITE STATION ROAD | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9016828371 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| GPAC | ||||||||
| 1801 EXETER ROAD | GERMANTOWN | TN | 38138 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF GPAC | $25,000 | |
| LEVITT SHELL | ||||||||
| 1928 POPLAR AVE | MEMPHIS | TN | 38104 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF LEVITT SHELL | $10,000 | |
| PRESBYTERIAN SCHOOL | ||||||||
| 40 OAKDALE STREET | HOUSTON | TX | 77006 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF PRESBYTERIAN SCHOOL | $2,000 | |
| TULANE UNIVERSITY | ||||||||
| 6823 ST CHARLES AVENEUE | NEW ORLEANS | LA | 70118 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF TULANE UNIVERSITY | $15,000 | |
| DIXON GALLERY AND GARDEN | ||||||||
| 4339 PARK AVENUE | MEMPHIS | TN | 38117 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF DIXON GALLERY AND GARDEN | $10,000 | |
| MEMPHIS BROOKS MUSEUM | ||||||||
| 1934 POPLAR AVE | MEMPHIS | TN | 38117 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF MEMPHIS BROOKS MUSEUM | $5,000 | |
| MEMPHIS OPPORTUNITY SCHOLARSHIP FUND | ||||||||
| 1000 RIDGE LAKE BLVD | MEMPHIS | TN | 38120 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF MEMPHIS OPPORTUNITY SCHOLARSHIP | $10,000 | |
| ASPEN FESTIVAL | ||||||||
| 225 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF THE ASPEN MUSIC SCHOOL AND FESTIVAL | $8,500 | |
| DECATUR RESCUE | ||||||||
| DECATUR | SUGAR TREE | TN | 38380 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF DECATUR RESCUE | $200 | 256 Clyde Richardson Road |
| ASPEN JEWISH CONGREGATION | ||||||||
| 77 MEADOWOOD DRIVE | ASPEN | CO | 81611 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF ASPEN JEWISH CONGREGATION | $7,500 | |
| MEMPHIS LIBRARY FOUNDATION | ||||||||
| 3030 POPLAR AVE | MEMPHIS | TN | 38111 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF MEMPHIS LIBRARY FOUNDATION | $5,000 | |
| CHURCH HEALTH CENTER | ||||||||
| 1350 CONCOURSE AVENUE | MEMPHIS | TN | 38104 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF CHURCH HEALTH CENTER | $10,000 | |
| CONGREGATION EMANU-EL | ||||||||
| 1500 SUNSET BLVD | HOUSTON | TX | 77005 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF CONGREGATION EMANU-EL | $3,650 | |
| OPERA MEMPHIS | ||||||||
| 6745 WOLF RIVER BLVD | MEMPHIS | TN | 38120 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF OPERA MEMPHIS | $5,000 | |
| REGIONAL ONE FOUNDATION | ||||||||
| 877 JEFFERSON AVE | MEMPHIS | TN | 38103 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF REGIONAL ONE FOUNDATION | $28,200 | |
| UNIVERSITY OF MEMPHIS FOUNDATION | ||||||||
| 3775 CENTRAL AVE | MEMPHIS | TN | 38157 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF THE UNIVERSITY OF MEMPHIS FOUNDATION | $175,000 | |
| TEMPLE ISRAEL | ||||||||
| 1376 E MASSEY ROAD | MEMPHIS | TN | 38120 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF TEMPLE ISRAEL | $80,355 | |
| MEMPHIS UNIVERSITY SCHOOL | ||||||||
| 6191 PARK AVE | MEMPHIS | TN | 38119 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF MEMPHIS UNIVERSITY SCHOOL | $5,000 | |
| ST GEORGE'S SCHOOL | ||||||||
| 8252 POPLAR AVE | GERMANTOWN | TN | 38139 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF ST. GEORGE'S SCHOOL | $25,000 | |
| LAUSANNE COLLEGIATE SCHOOL | ||||||||
| 1381 W MASSEY ROAD | MEMPHIS | TN | 38120 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF LAUSANNE COLLEGIATE SCHOOL | $11,500 | |
| SHELBY FARMS CONSERVANCY | ||||||||
| 6903 GREAT VIEW DR N | MEMPHIS | TN | 38134 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF SHELBY FARMS CONSERVANCY | $7,500 | |
| JAZZ ASPEN SNOWMASS | ||||||||
| 110 E HALLAM STREET | ASPEN | CO | 81611 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF JAZZ ASPEN SNOWMASS | $19,800 | |
| PLOUGH TOWERS | ||||||||
| 6580 POPLAR AVE | GERMANTOWN | TN | 38138 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF PLOUGH TOWERS | $5,000 | |
| CHILDRENS MUSEUM OF MEMPHIS | ||||||||
| 2525 CENTRAL AVE | MEMPHIS | TN | 38104 | UNRELATED | SUPPORT FOR OPERATIONS OF CHILDRENS MUSEUM OF MEMPHIS | $5,000 | ||
| SEGUE CENTER | ||||||||
| 14679 MIDWAY ROAD | ADDISON | TX | 75001 | UNRELATED | PC | SUPPORT FOR THE OPERATION OF SEGUE CENTER | $1,500 | |
| SYRACUSE UNIVERSITY | ||||||||
| 123 | SYRACUSE | NY | 12345 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF SYRACUSE UNIVERSITY | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $490,705 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $157,642 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,510,665 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,668,328 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,668,328 | TotalIncomeProducingActyAmt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| HELEN H SCHEIDT CLAT | |||||||
| 1 | 5100 WHEELIS DRIVE STE 106 | MEMPHIS | TN | 38117 | $32,777 | Yes (X) | |
| HELEN H SCHEIDT CLAT | |||||||
| 2 | 5100 WHEELIS DRIVE STE 106 | MEMPHIS | TN | 38117 | $237,961 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4,500 SHS WESTERN DIGITAL CORPORATION | NoncashPropertyDesc |
| Fair Market Value | $237,760 | FairMarketValueAmt |
| Received | 2021-08-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MAX A. PIWONKA, CPA | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | USTN | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (65 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE | $500,611 | $1,098,334 |
| COCA COLA | $9,765 | $484,782 |
| SUNTRUST BANKS INC. | $780 | $133,097 |
| ABERDEEN STD | $236,479 | $208,362 |
| ADOBE SYSTEMS | $108,169 | $146,331 |
| ALPHABET | $83,199 | $222,406 |
| AMAZON | $180,160 | $337,243 |
| APPLE | $199,169 | $239,680 |
| BERKSHIRE HATHAWAY | $170,565 | $258,309 |
| BIOMARIN | $108,113 | $110,922 |
| BOEING | $232,562 | $227,733 |
| BOOKING HOLDINGS | $0 | $0 |
| BOSTON SCIENTIFIC | $211,225 | $258,780 |
| BRISTOL MEYERS | $0 | $0 |
| COLGATE | $214,896 | $228,570 |
| COMCAST | $211,175 | $210,863 |
| CYBERARK SOFTWARE | $89,074 | $162,099 |
| DEERE & CO | $93,422 | $273,848 |
| DISNEY | $176,519 | $236,698 |
| DOMINION RESOURCES | $169,812 | $227,790 |
| DONALDSON INC | $188,295 | $210,035 |
| DUPONT | $353,596 | $313,200 |
| EBAY | $247,352 | $460,320 |
| ELANCO ANIMAL HEALTH | $204,280 | $254,820 |
| ENERGIZER | $0 | $0 |
| EXPEDIA | $110,734 | $131,528 |
| EXPEDITORS | $0 | $0 |
| FEDEX | $233,585 | $211,977 |
| GENUINE PARTS | $0 | $0 |
| ILLUMINA | $86,935 | $124,518 |
| ISHARES GOLD | $207,302 | $203,580 |
| ISHARES SILVER | $188,954 | $176,720 |
| ISHARES TR GLOBAL | $206,789 | $227,430 |
| JACOBS ENERGY | $0 | $0 |
| JOHNSON & JOHNSON | $0 | $0 |
| KENNEMETAL | $106,706 | $107,325 |
| KEURIG | $315,543 | $360,900 |
| KNIGHT SWIFT | $0 | $0 |
| KONINKLIJKE PHILIPS | $0 | $0 |
| L3 HARRIS | $0 | $0 |
| LOCKHEED MARTIN | $179,519 | $166,160 |
| M&T BANK | $116,803 | $125,052 |
| MARTIN MARIETTA | $84,048 | $176,778 |
| MERCK | $194,733 | $440,250 |
| MICROSOFT | $52,750 | $663,240 |
| MMM | $0 | $0 |
| MONDELEZ | $176,520 | $206,516 |
| NETFLIX | $122,964 | $172,578 |
| NEXTERA ENERGY | $114,801 | $341,320 |
| NOVARTIS | $0 | $0 |
| PACCAR | $217,627 | $215,088 |
| PALO ALTO | $63,056 | $203,636 |
| PAYPAL | $103,974 | $197,702 |
| PEPSICO | $197,405 | $234,320 |
| PFIZER | $179,726 | $275,562 |
| REPUBLIC SERVICES | $282,108 | $430,720 |
| ROCHE HOLDINGS | $85,659 | $193,320 |
| SALESFORCE | $180,509 | $224,768 |
| SANOFI | $0 | $0 |
| SCHWABB | $151,889 | $369,135 |
| SPDR TR S&P BIOTECH | $111,262 | $112,329 |
| THERMO FISHER SCIENTIFIC | $101,178 | $142,441 |
| VERIZON | $0 | $0 |
| WATERS CORP | $0 | $0 |
| WEYERHAEUSER CO. | $146,136 | $246,754 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESTIMATED TAXES | Desc |
| BOY Book Value | $6,692 | BOYBookValueAmt |
| EOY Book Value | $5,848 | EOYBookValueAmt |
| EOYFMV | $5,848 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE PENALTY FYE 10.31.19 | Desc |
| Amt | $0 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TOCQUEVILLE MISC EXP | $690 | $690 |
| SUNTRUST MISC EXP | $625 | $625 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND FROM IRS | Desc |
| Amt | $0 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $49,073 | Amt |
| Net Investment Income | $49,073 | NetInvestmentIncomeAmt |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp (2 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc |
|---|---|---|---|
| RUDI E SCHEIDT JR | |||
| $0 | $5,500 | BENEFIT RECEIVED FROM CONTRIBUTION | BENEFIT RECEIVED FROM FOUNDATION CONTRIBUTION. REPAID PRIOR TO FILING OF TAX RETURN. |
| SSA OR HSG | |||
| $0 | $1,800 | BENEFIT RECEIVED FROM CONTRIBUTION | BENEFIT RECEIVED FROM FOUNDATION CONTRIBUTION. REPAID PRIOR TO FILING OF TAX RETURN. |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD-DIVIDENDS | $3,906 | $3,906 |
| FEDERAL TAX | $5,844 |
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