SCHEIDT FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SCHEIDT FAMILY FOUNDATION INC (EIN 62-0989531)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-09-15
- IRS object ID
- 202102589349101200
- Schema version
- 2019v5.2
- 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
- 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 | 2021-09-15T17:02:14-05:00 | ReturnTs |
| Tax Period End | 2020-10-31 | 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 | 2019-11-01 | 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 | E ELKAN SCHEIDT | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 9019373820 | PhoneNum |
| Signature | 2021-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAX A PIWONKA | PreparerPersonNm |
| PTIN | P00710649 | PTIN |
| Phone | 9014919863 | PhoneNum |
| Preparation | 2021-09-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,573,857 | 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 | $500,611 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $308 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $308 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $237,582 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $237,582 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $109,149 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,118,600 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $109,149 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $847,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $347,039 | 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 | $44,158 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,158 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $3 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,473 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,271 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,394 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,394 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $60,028 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,826 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $422,955 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $422,955 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $482,983 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,826 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $422,955 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $364,667 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $292,213 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $499,557 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,188,535 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,188,535 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $1,391 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $6,180,409 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,640,431 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,778,743 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $200,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $599,607 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $599,887 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $189,157 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,692 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,692 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,070,514 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,435,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,573,857 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,172,064 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,267,665 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,898,450 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,167,600 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,070,514 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,435,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,070,514 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,435,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,070,514 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $364,667 | ExcessRevenueOverExpensesAmt |
| Other Increases | $190 | OtherIncreasesAmt |
| Subtotal | $7,435,371 | SubtotalAmt |
| Other Decreases | $106 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,435,265 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM CAP GAIN, BOX A, TOCQUEVILLE | P | $1,198,490 | $1,725,149 | -$526,659 | -$526,659 |
| LONG TERM CAP GAIN, BOX D, TOCQUEVILLE | P | $3,283,258 | $3,030,839 | $252,419 | $252,419 |
| LONG TERM CAP GAIN, BOX E, TOCQUEVILLE | P | $622,177 | $252,832 | $369,345 | $369,345 |
| LONG TERM CAP GAIN, BOX F, TOCQUEVILLE | P | $49 | $49 | $49 | |
| CAPITAL GAIN DISTRIBUTION | P | $14,180 | $14,180 | $14,180 | |
| FOREIGN CURRENCY LOSS | P | $0 | $631 | -$631 | -$631 |
| ADJUSTMENTS TO ST GAIN FOR DIFF FROM 1099 | P | $400 | $400 | $400 | |
| ADJUSTMENTS TO GAIN FOR DIFF FROM 1099 | P | $46 | $46 | $46 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $109,149 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $377,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,313,051 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040492 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $334,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,624,268 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034797 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $397,650 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,059,724 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043892 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $588,913 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,031,207 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065209 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $357,780 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,831,842 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04051 | DistributionYr5Rt |
| Total Distribution | 0.2249 | TotalDistributionRt |
| Average Distribution | 0.04498 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,698,594 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $436,243 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,922 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $439,165 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $422,955 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,844 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,844 | SubtotalAmt |
| Tax Based On Investment Income | $5,844 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,692 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,692 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,848 | OverpaymentAmt |
| Applied To ES Tax | $5,848 | 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 | $8,699,069 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,140,527 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,692 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,846,288 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,846,288 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,694 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,698,594 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $484,930 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $484,930 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,844 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,844 | TotalTaxAmt |
| Distributable Before Adj | $479,086 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $479,086 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $479,086 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $422,955 | 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 | $422,955 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $422,955 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $479,086 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $61,190 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $61,190 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $422,955 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $422,955 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $56,131 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $56,131 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,059 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,059 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,059 | ExcessFromYear4Amt |
| 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 (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SARAH LAWRENCE COLLEGE | ||||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF SARAH LAWRENCE COLLEGE | $1,000 | |
| GPAC | ||||||||
| 1801 EXETER ROAD | GERMANTOWN | TN | 38138 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF GPAC | $50,000 | |
| 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 | $16,500 | |
| 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 | $10,000 | |
| IRIS ORCHESTRA | ||||||||
| 1801 EXETER | GERMANTOWN | TN | 38138 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF IRIS ORCHESTRA | $15,000 | |
| MEMPHIS OPPORTUNITY SCHOLARSHIP FUND | ||||||||
| 1000 RIDGE LAKE BLVD | MEMPHIS | TN | 38120 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF MEMPHIS OPPORTUNITY SCHOLARSHIP | $5,000 | |
| 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 |
| JEWISH COMMUNITY CENTER | ||||||||
| 6560 POPLAR AVE | MEMPHIS | TN | 38138 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF THE MEMPHIS JEWISH COMMUNITY CENTER | $5,000 | |
| ASPEN JEWISH CONGREGATION | ||||||||
| 77 MEADOWOOD DRIVE | ASPEN | CO | 81611 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF ASPEN JEWISH CONGREGATION | $2,500 | |
| CAL ALUMNI ASSOCIATION | ||||||||
| 1 ALUMNI HOUSE | BERKELEY | CA | 94720 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF CAL ALUMNI | $250 | |
| MEMPHIS LIBRARY FOUNDATION | ||||||||
| 3030 POPLAR AVE | MEMPHIS | TN | 38111 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF MEMPHIS LIBRARY FOUNDATION | $5,000 | |
| BERKLEY STUDENT COOPERATIVE | ||||||||
| 2424 RIDGE ROAD | BERKELY | CA | 94709 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF BERKLEY STUDENT? | $2,500 | |
| MEMPHIS IN MAY | ||||||||
| 56 S FRONT STREET | MEMPHIS | TN | 38103 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF MEMPHIS IN MAY | $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 | $3,150 | |
| 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 | $10,000 | |
| UNIVERSITY OF MEMPHIS SCHOLARSHIP FOUNDATION | ||||||||
| 3775 CENTRAL AVE | MEMPHIS | TN | 38157 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF THE UNIVERSITY OF MEMPHIS FOUNDATION | $30,000 | |
| SOCIETY OF ENTREPRENEURS | ||||||||
| PO BOX 770839 | MEMPHIS | TN | 38177 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF THE SOCIETY OF ENTREPRENEURS | $3,000 | |
| YMCA | ||||||||
| 5959 PARK AVENUE | MEMPHIS | TN | 38119 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF YMCA | $1,000 | |
| TEMPLE ISRAEL | ||||||||
| 1376 E MASSEY ROAD | MEMPHIS | TN | 38120 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF TEMPLE ISRAEL | $62,855 | |
| 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 | |
| WOMEN'S FOUNDATION | ||||||||
| 40 SOUTH MAIN STREET | MEMPHIS | TN | 38103 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF THE WOMEN'S FOUNDATION | $1,000 | |
| LAUSANNE COLLEGIATE SCHOOL | ||||||||
| 1381 W MASSEY ROAD | MEMPHIS | TN | 38120 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF LAUSANNE COLLEGIATE SCHOOL | $11,500 | |
| UNIVERSITY OF MEMPHIS SCHOOL OF MUSIC | ||||||||
| CENTRAL AVENUE | MEMPHIS | TN | 38152 | UNRELATED | PC | SUPPORT FOR THE UNIVERSITY OF MEMPHIS SCHOOL OF MUSIC | $25,000 | |
| CHICKASAW COUNCIL OF THE BOY SCOUTS | ||||||||
| 171 S HOLLYWOOD | MEMPHIS | TN | 38112 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF THE CHICKASAW COUNCIL OF THE BOY SCOUTS | $5,000 | |
| OMICRON DELTA KAPPA | ||||||||
| 224 MCLAUGLIN STREET | LEXINGTON | VA | 24450 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF OMICRON DELTA KAPPA | $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 | |
| HENRY S JACOBS CAMP | ||||||||
| 1376 E MASSEY ROAD | MEMPHIS | TN | 38120 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF HENRY S. JACOBS CAMP | $25,000 | |
| PLOUGH TOWERS | ||||||||
| 6580 POPLAR AVE | GERMANTOWN | TN | 38138 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF PLOUGH TOWERS | $5,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 5384 POPLAR AVE | MEMPHIS | TN | 38119 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF AMERICAN HEART ASSOCIATION | $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 | $422,955 | 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 | $308 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $237,582 | 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 | $109,149 | 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 | $347,039 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $347,039 | 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 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 54 S WHITE STATION RD | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,611 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
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 (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| METLIFE PFD 5.25% | $0 | $0 |
| USTN | $599,607 | $599,887 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (63 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE | $500,611 | $798,162 |
| COCA COLA | $9,765 | $413,316 |
| SUNTRUST BANKS INC. | $780 | $88,326 |
| AIRBUS | $0 | |
| ALCON | $0 | |
| ALPHABET | $83,199 | $121,576 |
| AMAZON | $180,160 | $303,615 |
| BAYER | $0 | $0 |
| BCE | $0 | $0 |
| BERKSHIRE HATHAWAY | $142,568 | $161,520 |
| BIOMARIN | $100,405 | $96,579 |
| BOOKING HOLDINGS | $145,929 | $137,913 |
| BOSTON SCIENTIFIC | $176,751 | $171,350 |
| BRISTOL MEYERS | $128,454 | $292,250 |
| CATERPILLAR | $0 | $0 |
| CHEVRON | $0 | $0 |
| COLGATE | $76,971 | $94,668 |
| CYBERARK SOFTWARE | $82,973 | $84,278 |
| DEERE & CO | $186,844 | $361,456 |
| DISNEY | $124,566 | $133,375 |
| DOMINION RESOURCES | $169,812 | $241,020 |
| DONALDSON INC | $100,183 | $95,000 |
| EBAY | $144,747 | $190,520 |
| ELANCO ANIMAL HEALTH | $92,375 | $124,040 |
| ENERGIZER | $93,257 | $78,700 |
| EXPEDITORS | $79,037 | $97,207 |
| EXXON | $0 | $0 |
| GENUINE PARTS | $56,982 | $180,860 |
| HSBC HOLDINGS | $0 | $0 |
| IBM | $0 | $0 |
| ILLUMINA | $79,203 | $87,810 |
| INTEL | $0 | $0 |
| JACOBS ENERGY | $79,467 | $95,000 |
| JOHNSON & JOHNSON | $25,406 | $274,220 |
| KNIGHT SWIFT | $138,980 | $132,965 |
| KONINKLIJKE PHILIPS | $287,699 | $334,893 |
| L3 HARRIS | $94,014 | $88,611 |
| MARTIN MARIETTA | $84,048 | $119,858 |
| MCDONALDS | $0 | $0 |
| MERCK | $204,351 | $376,050 |
| MICROSOFT | $52,750 | $404,940 |
| MMM | $161,692 | $319,920 |
| MONDELEZ | $176,520 | $180,608 |
| NEXTERA ENERGY | $114,801 | $292,840 |
| NOVARTIS | $75,196 | $117,120 |
| PALO ALTO | $63,056 | $88,476 |
| PAYPAL | $91,693 | $148,904 |
| PEPSICO | $176,264 | $173,277 |
| PFIZER | $209,934 | $248,360 |
| POTLATCH | $0 | $0 |
| REPUBLIC SERVICES | $81,210 | $88,170 |
| ROCHE HOLDINGS | $85,659 | $159,960 |
| SANOFI | $226,340 | $226,500 |
| SCHLUMBERGER | $0 | $0 |
| SCHWABB | $151,889 | $184,995 |
| SIEMENS | $0 | $0 |
| SPDR CHINA | $0 | $0 |
| SYSCO CORP | $0 | $0 |
| VERIZON | $81,028 | $79,786 |
| WATERS CORP | $100,565 | $120,333 |
| WEYERHAEUSER CO. | $122,297 | $169,416 |
| ZIONS | $0 | |
| ZIONS | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ESTIMATED TAXES | $12,000 | $6,692 | $6,692 |
| PROCEEDS TO BE RECEIVED IN JAN | $177,157 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE PENALTY FYE 10.31.19 | Desc |
| Amt | $106 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TOCQUEVILLE MISC EXP | $614 | $614 |
| SUNTRUST MISC EXP | $189 | $189 |
| BANK SERVICE CHARGES | $591 | $591 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND FROM IRS | Desc |
| Amt | $190 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $44,158 | Amt |
| Net Investment Income | $44,158 | NetInvestmentIncomeAmt |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | RUDI E SCHEIDT | BorrowerPersonNm |
| Loan Original | $1,391 | LoanOriginalAmt |
| Balance Due | $0 | BalanceDueAmt |
| Loan Purpose | INADVERTENT PAYMENTS ON BEHALF OF TRUSTEE | LoanPurposeTxt |
| Lender Consideration | PMTS INADVERTENTLY MADE ON BEHALF OF TRUSTEE WHICH WERE REPAID PRIOR TO FILING OF THE TAX RETURN. | LenderConsiderationDesc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD-DIVIDENDS | $7,271 | $7,271 |
| FEDERAL TAX | $5,202 |
Comments