SCHEIDT FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SCHEIDT FAMILY FOUNDATION INC (EIN 62-0989531)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2023-09-12
- IRS object ID
- 202342559349100719
- Schema version
- 2021v4.2
- 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
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-12T14:56:29-05:00 | ReturnTs |
| Tax Period End | 2022-10-31 | 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 | 2021-11-01 | 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 | 2023-09-08 | 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 | 2023-09-08 | 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 | 2021 | 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 | $11,943,428 | 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 | $718,025 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $294 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $294 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $155,539 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $155,539 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $235,673 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,817,598 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $235,673 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,109,531 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $391,506 | 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 | $51,269 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,269 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $23,319 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $912 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $862 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $862 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $77,450 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,043 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $419,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $419,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $496,900 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,043 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $419,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $612,631 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $336,463 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $499,907 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,638,687 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,638,687 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $7,300 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $1,500 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $1,500 | RcvblFromOfficersEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $389,492 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $389,472 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,308,433 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,193,664 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,708,995 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $198,502 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $192,500 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $5,848 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,274 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,274 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,821,488 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,434,119 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,943,428 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,770,536 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,994,965 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,050,952 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,439,154 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,821,488 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,434,119 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,821,488 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,434,119 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,821,488 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $612,631 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,434,119 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,434,119 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| TOCQUEVILLE, FORM 8949, BOX A, SEE ATTACHMENT | $1,826,361 | $2,255,126 | -$428,765 | -$428,765 | |
| TOCQUEVILLE, FORM 8949, BOX D, SEE ATTACHMENT | $2,979,272 | $2,326,799 | $652,473 | $652,473 | |
| TOCQUEVILLE CAPITAL GAIN DISTRIBUTIONS | $11,244 | $11,244 | $11,244 | P | |
| CLASS ACTION SETTLEMENTS | $721 | $721 | $721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $235,673 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,677 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,677 | SubtotalAmt |
| Tax Based On Investment Income | $4,677 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,441 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,441 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,764 | OverpaymentAmt |
| Applied To ES Tax | $5,764 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| E ELKAN SCHEIDT | ||||||||
| 5100 WHEELIS DRIVE STE 106 | MEMPHIS | TN | 38117 | VICE PRES | 0 | $0 | $0 | $0 |
| SUSAN SCHEIDT ARNEY | ||||||||
| 5100 WHEELIS DRIVE STE 106 | MEMPHIS | TN | 38117 | VICE PRES | 0 | $0 | $0 | $0 |
| RUDI E SCHEIDT JR | ||||||||
| 5100 WHEELIS DRIVE STE 106 | MEMPHIS | TN | 38117 | VICE PRES | 0 | $0 | $0 | $0 |
| HELEN SCHEIDT GRONAUER | ||||||||
| 5100 WHEELIS DRIVE STE 106 | MEMPHIS | TN | 38117 | VICE PRES | 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 | $10,683,736 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,463,378 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,274 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,159,388 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,159,388 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,391 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,976,997 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $598,850 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $598,850 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,677 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,677 | TotalTaxAmt |
| Distributable Before Adj | $594,173 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $594,173 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $594,173 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $419,450 | 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 | $419,450 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $594,173 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $61,178 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $419,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $61,178 | AppliedToYear1Amt |
| Applied To Current Year | $358,272 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $235,901 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| 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 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GPAC | |||||||
| 1801 EXETER ROAD | GERMANTOWN | TN | 38138 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF GPAC | $30,000 |
| 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 | $5,000 |
| 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 | $11,900 |
| 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 | $30,000 |
| UNIVERSITY OF MEMPHIS FOUNDATION | |||||||
| 3775 CENTRAL AVE | MEMPHIS | TN | 38157 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF THE UNIVERSITY OF MEMPHIS FOUNDATION | $104,900 |
| TEMPLE ISRAEL | |||||||
| 1376 E MASSEY ROAD | MEMPHIS | TN | 38120 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF TEMPLE ISRAEL | $43,500 |
| MEMPHIS UNIVERSITY SCHOOL | |||||||
| 6191 PARK AVE | MEMPHIS | TN | 38119 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF MEMPHIS UNIVERSITY SCHOOL | $7,500 |
| 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 | $17,500 |
| PLOUGH TOWERS | |||||||
| 6580 POPLAR AVE | GERMANTOWN | TN | 38138 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF PLOUGH TOWERS | $5,000 |
| UNIVERSITY OF MEMPHIS SCHOOL OF MUSIC | |||||||
| 3775 CENTRAL | MEMPHIS | TN | 38157 | UNRELATED | SUPPORT FOR OPERATIONS OF UNIVERSITY OF MEMPHIS SCHOOL OF MUSIC | $25,000 | |
| SEGUE CENTER | |||||||
| 14679 MIDWAY ROAD | ADDISON | TX | 75001 | UNRELATED | PC | SUPPORT FOR THE OPERATION OF SEGUE CENTER | $1,500 |
| MEMPHIS IN MAY | |||||||
| 123 | MEMPHIS | TN | 12345 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF MEMPHIS IN MAY | $5,000 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 13001 E 17TH PLACE | AURORA | CO | 80045 | PC | SUPPORT FOR OPERATIONS OF THE UNIVERSITY OF COLORADO | $5,000 | |
| SANTA FE OPERA | |||||||
| 301 OPERA DRIVE | SANTA FE | NM | 87506 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF SANTA FE OPERA | $5,000 |
| TEMPLE MICAH | |||||||
| 2829 WISCONSIN AVENE NW | WASHINGTON | DC | 20007 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF TEMPLE MICAH | $500 |
| HENRY S JACOBS CAMP | |||||||
| 3863 MORRISON ROAD | UTICA | MS | 39175 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF HENRY S. JACOBS CAMP | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $419,450 | 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 | $294 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155,539 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $235,673 | 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 | $391,506 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $391,506 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HELEN H SCHEIDT CLAT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 WHEELIS DRIVE STE 106 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $718,025 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | MARKEL CORP | BondNm |
| EOY Book Value | $198,502 | EOYBookValueAmt |
| EOYFMV | $192,500 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE | $500,611 | $1,124,289 |
| COCA COLA | $9,765 | $514,710 |
| SUNTRUST BANKS INC. | $780 | $93,925 |
| ABERDEEN STD | $0 | $0 |
| ADOBE SYSTEMS | $0 | $0 |
| ALPHABET | $139,741 | $198,786 |
| AMAZON | $210,718 | $225,368 |
| APPLE | $199,169 | $245,344 |
| BERKSHIRE HATHAWAY | $226,298 | $324,599 |
| BIOMARIN | $0 | $0 |
| BOEING | $0 | $0 |
| BOSTON SCIENTIFIC | $211,225 | $258,660 |
| COLGATE | $295,951 | $299,052 |
| COMCAST | $293,922 | $194,884 |
| CYBERARK SOFTWARE | $89,074 | $141,219 |
| DEERE & CO | $56,053 | $189,994 |
| DISNEY | $242,156 | $206,155 |
| DOMINION RESOURCES | $169,812 | $209,910 |
| DONALDSON INC | $0 | $0 |
| DUPONT | $0 | $0 |
| EBAY | $0 | $0 |
| ELANCO ANIMAL HEALTH | $0 | $0 |
| EXPEDIA | $0 | $0 |
| FEDEX | $238,009 | $147,458 |
| ILLUMINA | $0 | $0 |
| ISHARES GOLD | $488,049 | $433,720 |
| ISHARES SILVER | $0 | $0 |
| ISHARES TR GLOBAL | $227,933 | $188,900 |
| KENNEMETAL | $0 | $0 |
| KEURIG | $315,543 | $388,400 |
| L3 HARRIS | $234,248 | $246,470 |
| LOCKHEED MARTIN | $0 | $0 |
| M&T BANK | $0 | $0 |
| MARTIN MARIETTA | $84,048 | $151,191 |
| MERCK | $147,475 | $354,200 |
| META PLATFORMS | $106,465 | $60,554 |
| MICROSOFT | $39,091 | $348,195 |
| MONDELEZ | $0 | $0 |
| NETFLIX | $0 | $0 |
| NEXTERA ENERGY | $114,801 | $310,000 |
| PACCAR | $206,541 | $220,288 |
| PALO ALTO | $31,528 | $102,954 |
| PAYPAL | $151,388 | $94,863 |
| PEPSICO | $149,420 | $197,922 |
| PFIZER | $0 | $0 |
| QUALCOMM | $266,090 | $191,198 |
| REPUBLIC SERVICES | $154,677 | $225,454 |
| ROCHE HOLDINGS | $0 | $0 |
| SALESFORCE | $193,880 | $132,511 |
| SCHWABB | $151,889 | $358,515 |
| SPDR TR S&P BIOTECH | $0 | $0 |
| THERMO FISHER SCIENTIFIC | $101,178 | $115,643 |
| WEYERHAEUSER CO. | $146,136 | $213,664 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $389,492 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $389,472 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ESTIMATED TAXES | $5,848 | $8,441 | $8,441 |
| ACCRUED INTEREST | $0 | $3,833 | $3,833 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TOCQUEVILLE MISC EXP | $260 | $260 |
| SUNTRUST MISC EXP | $582 | $582 |
| TN ANNUAL REPORT | $20 | $20 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $51,269 | Amt |
| Net Investment Income | $51,269 | 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 | $0 | BENEFIT RECEIVED FROM CONTRIBUTION | BENEFIT RECEIVED FROM FOUNDATION CONTRIBUTION. REPAID PRIOR TO FILING OF TAX RETURN. |
| SSA OR HSG | |||
| $0 | $1,500 | 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 | $912 | $912 |
| FEDERAL EXCISE TAX | $22,407 | $0 |
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