2021-09-15T17:02:14-05:00 2020-10-31 MAX A PIWONKA CPA 5100 WHEELIS DRIVE SUITE 106 MEMPHIS TN 38117 990PF 2019-11-01 620989531 SCHEIDT FAMILY FOUNDATION INC % COURTNEY HARDIN SCHE 9019373820 5100 WHEELIS DRIVE Suite 106 MEMPHIS TN 38117 E ELKAN SCHEIDT VICE PRESIDENT 9019373820 2021-09-15 true MAX A PIWONKA P00710649 9014919863 2021-09-15 X 2019 2022-09-23 18:48:47Z X X 10573857 X 500611 308 308 237582 237582 109149 5118600 109149 847650 347039 0 2000 2000 0 0 44158 44158 3 3 12473 7271 1394 1394 60028 54826 0 0 422955 422955 482983 54826 0 422955 364667 292213 499557 1188535 1188535 1391 0 0 6180409 5640431 8778743 200000 599607 599887 189157 6692 6692 7070514 7435265 10573857 0 0 0 X 4172064 4267665 2898450 3167600 7070514 7435265 7070514 7435265 7070514 364667 190 7435371 106 7435265 SHORT TERM CAP GAIN, BOX A, TOCQUEVILLE P 1198490 1725149 -526659 -526659 LONG TERM CAP GAIN, BOX D, TOCQUEVILLE P 3283258 3030839 252419 252419 LONG TERM CAP GAIN, BOX E, TOCQUEVILLE P 622177 252832 369345 369345 LONG TERM CAP GAIN, BOX F, TOCQUEVILLE P 49 49 49 CAPITAL GAIN DISTRIBUTION P 14180 14180 14180 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 109149 false 377100 9313051 0.040492 334900 9624268 0.034797 397650 9059724 0.043892 588913 9031207 0.065209 357780 8831842 0.04051 0.2249 0.04498 9698594 436243 2922 439165 422955 5844 5844 5844 6692 5000 11692 5848 5848 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 8699069 1140527 6692 9846288 0 9846288 147694 9698594 484930 484930 5844 5844 479086 479086 479086 422955 0 0 0 0 422955 422955 479086 0 2017 2016 2015 0 61190 61190 422955 0 422955 0 56131 56131 5059 0 0 0 0 5059 5059 NA X HELEN H SCHEIDT 54 S WHITE STATION ROAD MEMPHIS TN 38117 9016828371 SARAH LAWRENCE COLLEGE 1 MEAD WAY BRONXVILLE NY 10708 UNRELATED PC SUPPORT FOR THE OPERATIONS OF SARAH LAWRENCE COLLEGE 1000 GPAC 1801 EXETER ROAD GERMANTOWN TN 38138 UNRELATED PC SUPPORT FOR THE OPERATIONS OF GPAC 50000 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 16500 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 10000 IRIS ORCHESTRA 1801 EXETER GERMANTOWN TN 38138 UNRELATED PC SUPPORT FOR OPERATIONS OF IRIS ORCHESTRA 15000 MEMPHIS OPPORTUNITY SCHOLARSHIP FUND 1000 RIDGE LAKE BLVD MEMPHIS TN 38120 UNRELATED PC SUPPORT FOR OPERATIONS OF MEMPHIS OPPORTUNITY SCHOLARSHIP 5000 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 JEWISH COMMUNITY CENTER 6560 POPLAR AVE MEMPHIS TN 38138 UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE MEMPHIS JEWISH COMMUNITY CENTER 5000 ASPEN JEWISH CONGREGATION 77 MEADOWOOD DRIVE ASPEN CO 81611 UNRELATED PC SUPPORT FOR THE OPERATIONS OF ASPEN JEWISH CONGREGATION 2500 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 5000 BERKLEY STUDENT COOPERATIVE 2424 RIDGE ROAD BERKELY CA 94709 UNRELATED PC SUPPORT FOR THE OPERATIONS OF BERKLEY STUDENT? 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GEORGE'S SCHOOL 25000 WOMEN'S FOUNDATION 40 SOUTH MAIN STREET MEMPHIS TN 38103 UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE WOMEN'S FOUNDATION 1000 LAUSANNE COLLEGIATE SCHOOL 1381 W MASSEY ROAD MEMPHIS TN 38120 UNRELATED PC SUPPORT FOR THE OPERATIONS OF LAUSANNE COLLEGIATE SCHOOL 11500 UNIVERSITY OF MEMPHIS SCHOOL OF MUSIC CENTRAL AVENUE MEMPHIS TN 38152 UNRELATED PC SUPPORT FOR THE UNIVERSITY OF MEMPHIS SCHOOL OF MUSIC 25000 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 5000 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 7500 JAZZ ASPEN SNOWMASS 110 E HALLAM STREET ASPEN CO 81611 UNRELATED PC SUPPORT FOR THE OPERATIONS OF JAZZ ASPEN SNOWMASS 17500 HENRY S JACOBS CAMP 1376 E MASSEY ROAD MEMPHIS TN 38120 UNRELATED PC SUPPORT FOR THE OPERATIONS OF HENRY S. JACOBS CAMP 25000 PLOUGH TOWERS 6580 POPLAR AVE GERMANTOWN TN 38138 UNRELATED PC SUPPORT FOR THE OPERATIONS OF PLOUGH TOWERS 5000 AMERICAN HEART ASSOCIATION 5384 POPLAR AVE MEMPHIS TN 38119 UNRELATED PC SUPPORT FOR OPERATIONS OF AMERICAN HEART ASSOCIATION 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 422955 14 308 14 237582 18 109149 347039 347039 false false false false false false false false false false X X 1 HELEN H SCHEIDT 54 S WHITE STATION RD MEMPHIS TN 38117 500611 X MAX A. PIWONKA, CPA 2000 2000 METLIFE PFD 5.25% 0 0 USTN 599607 599887 APPLE 500611 798162 COCA COLA 9765 413316 SUNTRUST BANKS INC. 780 88326 AIRBUS 0 ALCON 0 ALPHABET 83199 121576 AMAZON 180160 303615 BAYER 0 0 BCE 0 0 BERKSHIRE HATHAWAY 142568 161520 BIOMARIN 100405 96579 BOOKING HOLDINGS 145929 137913 BOSTON SCIENTIFIC 176751 171350 BRISTOL MEYERS 128454 292250 CATERPILLAR 0 0 CHEVRON 0 0 COLGATE 76971 94668 CYBERARK SOFTWARE 82973 84278 DEERE & CO 186844 361456 DISNEY 124566 133375 DOMINION RESOURCES 169812 241020 DONALDSON INC 100183 95000 EBAY 144747 190520 ELANCO ANIMAL HEALTH 92375 124040 ENERGIZER 93257 78700 EXPEDITORS 79037 97207 EXXON 0 0 GENUINE PARTS 56982 180860 HSBC HOLDINGS 0 0 IBM 0 0 ILLUMINA 79203 87810 INTEL 0 0 JACOBS ENERGY 79467 95000 JOHNSON & JOHNSON 25406 274220 KNIGHT SWIFT 138980 132965 KONINKLIJKE PHILIPS 287699 334893 L3 HARRIS 94014 88611 MARTIN MARIETTA 84048 119858 MCDONALDS 0 0 MERCK 204351 376050 MICROSOFT 52750 404940 MMM 161692 319920 MONDELEZ 176520 180608 NEXTERA ENERGY 114801 292840 NOVARTIS 75196 117120 PALO ALTO 63056 88476 PAYPAL 91693 148904 PEPSICO 176264 173277 PFIZER 209934 248360 POTLATCH 0 0 REPUBLIC SERVICES 81210 88170 ROCHE HOLDINGS 85659 159960 SANOFI 226340 226500 SCHLUMBERGER 0 0 SCHWABB 151889 184995 SIEMENS 0 0 SPDR CHINA 0 0 SYSCO CORP 0 0 VERIZON 81028 79786 WATERS CORP 100565 120333 WEYERHAEUSER CO. 122297 169416 ZIONS 0 ZIONS 0 ESTIMATED TAXES 12000 6692 6692 PROCEEDS TO BE RECEIVED IN JAN 177157 0 0 NONDEDUCTIBLE PENALTY FYE 10.31.19 106 TOCQUEVILLE MISC EXP 614 614 SUNTRUST MISC EXP 189 189 BANK SERVICE CHARGES 591 591 REFUND FROM IRS 190 INVESTMENT ADVISOR FEES 44158 44158 RUDI E SCHEIDT 1391 0 INADVERTENT PAYMENTS ON BEHALF OF TRUSTEE PMTS INADVERTENTLY MADE ON BEHALF OF TRUSTEE WHICH WERE REPAID PRIOR TO FILING OF THE TAX RETURN. FOREIGN TAX WITHHELD-DIVIDENDS 7271 7271 FEDERAL TAX 5202