2022-09-15T10:42:07-05:00 2021-10-31 MAX A PIWONKA CPA 5100 WHEELIS DRIVE SUITE 106 MEMPHIS TN 38117 990PF 2020-11-01 620989531 SCHEIDT FAMILY FOUNDATION INC % COURTNEY HARDIN SCHE 9019373820 5100 WHEELIS DRIVE Suite 106 MEMPHIS TN 38117 SUSAN ARNEY VICE PRESIDENT 9019373820 2022-09-15 true SUSAN ARNEY XXX-XX-XXXX MAX A PIWONKA P00710649 9014919863 2022-09-15 X 2 2020 2023-04-26 12:10:37Z X 13498924 X 270738 21 21 157642 157642 1510665 4545042 1510665 1939066 1668328 0 2000 2000 0 0 49073 49073 9750 3906 1315 1315 62138 56294 0 0 490705 490705 552843 56294 0 490705 1386223 1612034 1188535 499907 499907 0 7300 7300 5640431 8308433 12985869 599607 0 0 6692 5848 5848 7435265 8821488 13498924 0 0 X 4267665 5770536 3167600 3050952 7435265 8821488 7435265 8821488 7435265 1386223 8821488 8821488 TOCQUEVILLE, FORM 8949, BOX C, SEE ATTACHMENT P 1746997 1526356 220641 220641 TOCQUEVILLE FORM 8949, BOX F, SEE ATTACHED P 2790169 1508021 1282148 1282148 TOCQUEVILLE, CAPITAL GAIN DISTRIBUTIONS P 7794 7794 7794 CLASS ACTION SETTLEMENTS P 82 82 82 1510665 22407 22407 22407 5848 0 25000 30848 8441 8441 false false false false false false false true true TN true false false false false true COURTNEY HARDIN 9019373820 5100 WHEELIS DRIVE SUITE 106 MEMPHIS TN 38117 false false false false false false false false false false false false false false false false false false X false false false 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 NOT APPLICABLE NOT APPLICABLE NOT APPLICABLE NOT APPLICABLE 10543437 1214144 5848 11763429 0 11763429 176451 11586978 579349 579349 22407 22407 556942 556942 556942 490705 0 0 0 0 490705 0 490705 556942 0 2018 2017 2016 0 5059 5059 490705 0 490705 0 5059 5059 0 0 0 61178 NA X HELEN H SCHEIDT 54 S WHITE STATION ROAD MEMPHIS TN 38117 9016828371 GPAC 1801 EXETER ROAD GERMANTOWN TN 38138 UNRELATED PC SUPPORT FOR THE OPERATIONS OF GPAC 25000 LEVITT SHELL 1928 POPLAR AVE MEMPHIS TN 38104 UNRELATED PC SUPPORT FOR THE OPERATIONS OF LEVITT SHELL 10000 PRESBYTERIAN SCHOOL 40 OAKDALE STREET HOUSTON TX 77006 UNRELATED PC SUPPORT FOR THE OPERATIONS OF PRESBYTERIAN SCHOOL 2000 TULANE UNIVERSITY 6823 ST CHARLES AVENEUE NEW ORLEANS LA 70118 UNRELATED PC SUPPORT FOR THE OPERATIONS OF TULANE UNIVERSITY 15000 DIXON GALLERY AND GARDEN 4339 PARK AVENUE MEMPHIS TN 38117 UNRELATED PC SUPPORT FOR THE OPERATIONS OF DIXON GALLERY AND GARDEN 10000 MEMPHIS BROOKS MUSEUM 1934 POPLAR AVE MEMPHIS TN 38117 UNRELATED PC SUPPORT FOR THE OPERATIONS OF MEMPHIS BROOKS MUSEUM 5000 MEMPHIS OPPORTUNITY SCHOLARSHIP FUND 1000 RIDGE LAKE BLVD MEMPHIS TN 38120 UNRELATED PC SUPPORT FOR OPERATIONS OF MEMPHIS OPPORTUNITY SCHOLARSHIP 10000 ASPEN FESTIVAL 225 MUSIC SCHOOL ROAD ASPEN CO 81611 UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE ASPEN MUSIC SCHOOL AND FESTIVAL 8500 DECATUR RESCUE DECATUR 256 Clyde Richardson Road SUGAR TREE TN 38380 UNRELATED PC SUPPORT FOR THE OPERATIONS OF DECATUR RESCUE 200 ASPEN JEWISH CONGREGATION 77 MEADOWOOD DRIVE ASPEN CO 81611 UNRELATED PC SUPPORT FOR THE OPERATIONS OF ASPEN JEWISH CONGREGATION 7500 MEMPHIS LIBRARY FOUNDATION 3030 POPLAR AVE MEMPHIS TN 38111 UNRELATED PC SUPPORT FOR THE OPERATIONS OF MEMPHIS LIBRARY FOUNDATION 5000 CHURCH HEALTH CENTER 1350 CONCOURSE AVENUE MEMPHIS TN 38104 UNRELATED PC SUPPORT FOR THE OPERATIONS OF CHURCH HEALTH CENTER 10000 CONGREGATION EMANU-EL 1500 SUNSET BLVD HOUSTON TX 77005 UNRELATED PC SUPPORT FOR THE OPERATIONS OF CONGREGATION EMANU-EL 3650 OPERA MEMPHIS 6745 WOLF RIVER BLVD MEMPHIS TN 38120 UNRELATED PC SUPPORT FOR OPERATIONS OF OPERA MEMPHIS 5000 REGIONAL ONE FOUNDATION 877 JEFFERSON AVE MEMPHIS TN 38103 UNRELATED PC SUPPORT FOR OPERATIONS OF REGIONAL ONE FOUNDATION 28200 UNIVERSITY OF MEMPHIS FOUNDATION 3775 CENTRAL AVE MEMPHIS TN 38157 UNRELATED PC SUPPORT FOR OPERATIONS OF THE UNIVERSITY OF MEMPHIS FOUNDATION 175000 TEMPLE ISRAEL 1376 E MASSEY ROAD MEMPHIS TN 38120 UNRELATED PC SUPPORT FOR OPERATIONS OF TEMPLE ISRAEL 80355 MEMPHIS UNIVERSITY SCHOOL 6191 PARK AVE MEMPHIS TN 38119 UNRELATED PC SUPPORT FOR THE OPERATIONS OF MEMPHIS UNIVERSITY SCHOOL 5000 ST GEORGE'S SCHOOL 8252 POPLAR AVE GERMANTOWN TN 38139 UNRELATED PC SUPPORT FOR THE OPERATIONS OF ST. GEORGE'S SCHOOL 25000 LAUSANNE COLLEGIATE SCHOOL 1381 W MASSEY ROAD MEMPHIS TN 38120 UNRELATED PC SUPPORT FOR THE OPERATIONS OF LAUSANNE COLLEGIATE SCHOOL 11500 SHELBY FARMS CONSERVANCY 6903 GREAT VIEW DR N MEMPHIS TN 38134 UNRELATED PC SUPPORT FOR THE OPERATIONS OF SHELBY FARMS CONSERVANCY 7500 JAZZ ASPEN SNOWMASS 110 E HALLAM STREET ASPEN CO 81611 UNRELATED PC SUPPORT FOR THE OPERATIONS OF JAZZ ASPEN SNOWMASS 19800 PLOUGH TOWERS 6580 POPLAR AVE GERMANTOWN TN 38138 UNRELATED PC SUPPORT FOR THE OPERATIONS OF PLOUGH TOWERS 5000 CHILDRENS MUSEUM OF MEMPHIS 2525 CENTRAL AVE MEMPHIS TN 38104 UNRELATED SUPPORT FOR OPERATIONS OF CHILDRENS MUSEUM OF MEMPHIS 5000 SEGUE CENTER 14679 MIDWAY ROAD ADDISON TX 75001 UNRELATED PC SUPPORT FOR THE OPERATION OF SEGUE CENTER 1500 SYRACUSE UNIVERSITY 123 SYRACUSE NY 12345 UNRELATED PC SUPPORT FOR OPERATIONS OF SYRACUSE UNIVERSITY 10000 490705 14 21 14 157642 18 1510665 1668328 1668328 false false false false false false false false false false X X 1 HELEN H SCHEIDT CLAT 5100 WHEELIS DRIVE STE 106 MEMPHIS TN 38117 32777 X 2 HELEN H SCHEIDT CLAT 5100 WHEELIS DRIVE STE 106 MEMPHIS TN 38117 237961 X 1 4,500 SHS WESTERN DIGITAL CORPORATION 237760 2021-08-02 MAX A. PIWONKA, CPA 2000 2000 USTN 0 0 APPLE 500611 1098334 COCA COLA 9765 484782 SUNTRUST BANKS INC. 780 133097 ABERDEEN STD 236479 208362 ADOBE SYSTEMS 108169 146331 ALPHABET 83199 222406 AMAZON 180160 337243 APPLE 199169 239680 BERKSHIRE HATHAWAY 170565 258309 BIOMARIN 108113 110922 BOEING 232562 227733 BOOKING HOLDINGS 0 0 BOSTON SCIENTIFIC 211225 258780 BRISTOL MEYERS 0 0 COLGATE 214896 228570 COMCAST 211175 210863 CYBERARK SOFTWARE 89074 162099 DEERE & CO 93422 273848 DISNEY 176519 236698 DOMINION RESOURCES 169812 227790 DONALDSON INC 188295 210035 DUPONT 353596 313200 EBAY 247352 460320 ELANCO ANIMAL HEALTH 204280 254820 ENERGIZER 0 0 EXPEDIA 110734 131528 EXPEDITORS 0 0 FEDEX 233585 211977 GENUINE PARTS 0 0 ILLUMINA 86935 124518 ISHARES GOLD 207302 203580 ISHARES SILVER 188954 176720 ISHARES TR GLOBAL 206789 227430 JACOBS ENERGY 0 0 JOHNSON & JOHNSON 0 0 KENNEMETAL 106706 107325 KEURIG 315543 360900 KNIGHT SWIFT 0 0 KONINKLIJKE PHILIPS 0 0 L3 HARRIS 0 0 LOCKHEED MARTIN 179519 166160 M&T BANK 116803 125052 MARTIN MARIETTA 84048 176778 MERCK 194733 440250 MICROSOFT 52750 663240 MMM 0 0 MONDELEZ 176520 206516 NETFLIX 122964 172578 NEXTERA ENERGY 114801 341320 NOVARTIS 0 0 PACCAR 217627 215088 PALO ALTO 63056 203636 PAYPAL 103974 197702 PEPSICO 197405 234320 PFIZER 179726 275562 REPUBLIC SERVICES 282108 430720 ROCHE HOLDINGS 85659 193320 SALESFORCE 180509 224768 SANOFI 0 0 SCHWABB 151889 369135 SPDR TR S&P BIOTECH 111262 112329 THERMO FISHER SCIENTIFIC 101178 142441 VERIZON 0 0 WATERS CORP 0 0 WEYERHAEUSER CO. 146136 246754 ESTIMATED TAXES 6692 5848 5848 NONDEDUCTIBLE PENALTY FYE 10.31.19 0 TOCQUEVILLE MISC EXP 690 690 SUNTRUST MISC EXP 625 625 REFUND FROM IRS 0 INVESTMENT ADVISOR FEES 49073 49073 RUDI E SCHEIDT JR 0 5500 BENEFIT RECEIVED FROM CONTRIBUTION BENEFIT RECEIVED FROM FOUNDATION CONTRIBUTION. REPAID PRIOR TO FILING OF TAX RETURN. SSA OR HSG 0 1800 BENEFIT RECEIVED FROM CONTRIBUTION BENEFIT RECEIVED FROM FOUNDATION CONTRIBUTION. REPAID PRIOR TO FILING OF TAX RETURN. FOREIGN TAX WITHHELD-DIVIDENDS 3906 3906 FEDERAL TAX 5844