SCHEIDT FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: SCHEIDT FAMILY FOUNDATION INC (EIN 62-0989531)
Tax period: 2016-11-01 to 2017-10-31
Filed: 2018-03-15
IRS object ID: 201800749349100215
Schema version: 2016v3.1
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
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-03-15T15:42:41-05:00	ReturnTs
Tax Period End	2017-10-31	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	2016-11-01	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	% THOMAS NOLEN	InCareOfNm
Business Name Control	SCHE	BusinessNameControlTxt
Phone	9016828371	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	54 S WHITE STATION ROAD	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	2018-03-14	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
Self Employed	Yes (X)	SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	96.94.198.137	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	62420720180745000009	FederalOriginalSubmissionId
Federal Original Submission Id	2018-03-15	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	A5B30E58962DF92F02BAB16D327B4F6058AB4C4D	AtSubmissionCreationDeviceId
At Submission Filing Device Id	A5B30E58962DF92F02BAB16D327B4F6058AB4C4D	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$10,170,628	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	$0	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$935	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$935	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$272,434	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$270,844	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$372,254	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,716,296	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$372,254	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	-$834	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$834	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$644,789	TotalRevAndExpnssAmt
Total Net Invst Incm	$643,199	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$33,226	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$33,144	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$8,196	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$8,196	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$1,958	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1,958	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$43,380	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$43,298	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$397,650	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$397,650	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$441,030	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$43,298	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$397,650	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$203,759	ExcessRevenueOverExpensesAmt
Net Investment Income	$599,901	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$978,319	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,039,847	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,055,047	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$9,500	AcctRcvblAmt
Acct Rcvbl BOY	$30,223	AcctRcvblBOYAmt
Acct Rcvbl EOY	$9,500	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$9,500	AcctRcvblEOYFMVAmt
US Government Obligations BOY	$200,002	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$200,002	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$200,000	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$5,084,368	CorporateStockBOYAmt
Corporate Stock EOY	$5,535,620	CorporateStockEOYAmt
Corporate Stock EOYFMV	$8,493,021	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$716,171	CorporateBondsBOYAmt
Corporate Bonds EOY	$428,285	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$413,060	CorporateBondsEOYFMVAmt
Total Assets BOY	$7,009,083	TotalAssetsBOYAmt
Total Assets EOY	$7,213,254	TotalAssetsEOYAmt
Total Assets EOYFMV	$10,170,628	TotalAssetsEOYFMVAmt
Loans From Officers BOY	$2,530	LoansFromOfficersBOYAmt
Loans From Officers EOY	$2,530	LoansFromOfficersEOYAmt
Total Liabilities BOY	$2,530	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,530	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$3,594,501	CapitalStockBOYAmt
Capital Stock EOY	$3,941,701	CapitalStockEOYAmt
Retained Earning BOY	$3,412,052	RetainedEarningBOYAmt
Retained Earning EOY	$3,269,023	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$7,006,553	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$7,210,724	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$7,009,083	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$7,213,254	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$7,006,553	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$203,759	ExcessRevenueOverExpensesAmt
Other Increases	$412	OtherIncreasesAmt
Subtotal	$7,210,724	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$7,210,724	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT TERM GAIN/LOSS	P	$860,375	$845,033	$15,342	$15,342
LONG TERM GAIN/LOSS	P	$1,822,413	$1,490,609	$331,804	$331,804
NEXTERA	P	$8,260	$8,400	-$140	-$140
CLASS ACTION SETTLEMENTS	P	$194		$194	$194
CAPITAL GAIN DISTRIBUTIONS		$25,054		$25,054	$25,054

Field	Value	IRS element (for citing)
Capital Gain Net Income	$372,254	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$588,913	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$9,031,207	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.065209	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$357,780	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$8,831,842	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.04051	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$316,580	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$8,164,560	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.038775	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$762,925	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$7,374,207	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.103459	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,297,119	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$6,970,748	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.18608	DistributionYr5Rt
Total Distribution	0.434033	TotalDistributionRt
Average Distribution	0.086807	AverageDistributionRt
Net Vl Noncharitable Assets	$9,059,724	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$786,447	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$5,999	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$792,446	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$397,650	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$11,998	InvestmentIncomeExciseTaxAmt
Subtotal	$11,998	SubtotalAmt
Tax Based On Investment Income	$11,998	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$18,000	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$18,000	TotalPaymentsAndCreditsAmt
Overpayment	$6,002	OverpaymentAmt
Applied To ES Tax	$6,002	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	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
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	THOMAS NOLEN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9019373823	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	$8,480,899	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$716,790	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$9,197,689	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$9,197,689	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$137,965	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$9,059,724	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$452,986	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$452,986	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$11,998	TaxBasedOnInvestmentIncomeAmt
Total Tax	$11,998	TotalTaxAmt
Distributable Before Adj	$440,988	DistributableBeforeAdjAmt
Distributable Before Ded	$440,988	DistributableBeforeDedAmt
Distributable As Adjusted	$440,988	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$397,650	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	$397,650	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$397,650	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$440,988	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2014	PriorYear1Yr
Prior Year2	2013	PriorYear2Yr
Prior Year3	2012	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$826,262	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$402,765	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1	$144,541	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,373,568	TotalExcessDistributionCyovAmt
Qualifying Distributions	$397,650	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$397,650	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$43,338	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$43,338	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,330,230	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$782,924	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$547,306	ExcessDistriCyovToNextYrAmt
Excess From Year4	$402,765	ExcessFromYear4Amt
Excess From Year1	$144,541	ExcessFromYear1Amt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	RUDI E SCHEIDT - SECRETARYTREASUR	ContributingManagerNm
Shareholder Manager	NA	ShareholderManagerNm

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
Form And Info And Materials	THE FORM, INFORMATION, AND MATERIALS ARE AT THE DISCRETION OF THE APPLICANT.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	AT THE PRESENT TIME, GRANTS AND CONTRIBUTIONS ARE MADE ONLY TO PUBLIC CHARITIES, ETC. AS DESCRIBED IN IRC 509(A)(1), (2),&(3).	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
WORLD UNION FOR PROGRESSIVE JUDAISM
633 THIRD AVE 7TH FLOOR	NEW YORK	NY	10017	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF THE WORLD UNITON FOR PROGRESSIVE JUDAISM	$10,000
NEW MEMPHIS INSTITUTE
22 NORTH FRONT STREET	MEMPHIS	TN	38103	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF NEW MEMPHIS INSTITUTE	$10,000
TIARA TEA SOCIETY
PO BOX 341841	BARTLETT	TN	38184	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF TIARA TEA SOCIETY	$1,000
ST GEORGES SCHOOL
1880 WOLF RIVER BLVD	COLLIERVILLE	TN	38017	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF ST. GEORGE'S SCHOOL	$5,000
LEVITT SHELL
1928 POPLAR AVE	MEMPHIS	TN	38104	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF LEVITT SHELL	$10,000
SARAH LAWRENCE COLLEGE
1 MEAD WAY	BRONXVILLE	NY	10708	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF SARAH LAWRENCE COLLEGE	$1,000
LAUSANNE COLLEGIATE SCHOOL
1381 W MASSEY	MEMPHIS	TN	38120	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF LAUSANNE COLLEGIATE SCHOOL	$7,500
TULANE UNIVERSITY
6823 ST CHARLES AVENUE	NEW ORLEANS	LA	70118	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF TULANE UNIVERSITY	$20,000
TULANE UNIVERISTY
6823 ST CHARLES AVENUE	NEW ORLEANS	LA	70118	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF TULANE UNIVERSITY	$1,500
DIXON GALLERY AND GARDENS
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 THE MEMPHIS BROOKS MUSEUM	$25,000
IRIS ORCHESTRA
1801 EXETER	GERMANTOWN	TN	38138	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF THE IRIS ORCHESTRA	$10,000
MEMPHIS OPPORTUNITY SCHOLARSHIP TRUST
1000 RIDGE LAKE BLVD	MEMPHIS	TN	38120	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF MEMPHIS OPPORTUNITY SCHOLARSHIP TRUST	$10,000
UNIVERSITY OF MEMPHIS FOUNDATION
CENTRAL AVE	MEMPHIS	TN	38152	UNRELATED	PC	SUPPORT FOR OPERATIONS OF THE UNIVERSITY OF MEMPHIS FOUNDATION	$8,000
MEMPHIS UNIVERSITY SCHOOL
6191 PARK AVENUE	MEMPHIS	TN	38119	UNRELATED	PC	SUPPORT FOR OPERATIONS OF MEMPHIS UNIVERSITY SCHOOL	$15,000
UT HEALTH
MADISON	MEMPHIS	TN	38177	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF THE UNIVERSITY OF TENNESSEE HEALTH SCIENCES	$25,000
ASPEN FESTIVAL
225 MUSIC SCHOOL ROAD	ASPEN	CO	81611	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF THE ASPEN MUSIC SCHOOL AND FESTIVAL	$20,000
DECATUR RESCUE
DECATUR	SUGAR TREE	TN	38380	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF DECATUR RESCUE	$100	256 Clyde Richardson Road
WOMEN'S FOUNDATION
40 SOUTH MAIN STREET	MEMPHIS	TN	38103	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF THE WOMEN'S FOUNDATION OF MEMPHIS	$1,000
JEWISH COMMUNITY CENTER
6560 POPLAR AVE	MEMPHIS	TN	38138	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF THE MEMPHIS JEWISH COMMUNITY CENTER	$5,000
UNIVERISTY OF MISSOURI
407 REYNOLDS ALUMNI CENTER	COLUMBIA	MO	65211	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF THE UNIVERSITY OF MISSOURI	$5,000
LAUSANNE COLLEGIATE SCHOOL
1381 W MASSEY ROAD	MEMPHIS	TN	38120	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF LAUSANNE COLLEGIATE SCHOOL	$1,500
UNIVERSITY OF MEMPHIS
CENTRAL AVE	MEMPHIS	TN	38152	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF THE UNIVERSITY OF MEMPHIS	$25,000
CHICKASAW COUNCIL
171 S HOLLYWOOD STREET	MEMPHIS	TN	38112	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF CHICKASAW COUNSIL OF THE BOY SCOUTS	$10,000
ASPEN JEWISH CONGREGATION
77 MEADOWOOD DRIVE	ASPEN	CO	81611	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF ASPEN JEWISH CONGREGATION	$2,000
OMICRON DELTA KAPPA FOUNDATION
224 MCLAUGHLIN STREET	LEXINGTON	VA	24450	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF OMICRON DELTA KAPPA FOUNDATION	$500
CAL ALUMNI ASSOCIATION
1 ALUMNI HOUSE	BERKELEY	CA	94720	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF CAL ALUMNI	$250
DECATUR FIRE
256 CLYDE RICHARDSON ROAD	SUGAR TREE	TN	38380	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF DECATUR FIRE	$200
MEMPHIS JEWISH COMMUNITY CENTER
6560 POPLAR AVE	MEMPHIS	TN	38138	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF THE JEWISH COMMUNITY CENTER	$5,000
MEMPHIS LIBRARY FOUNDATION
3030 POPLAR AVE	MEMPHIS	TN	38111	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF MEMPHIS LIBRARY FOUNDATION	$1,000
BERKLEY STUDENT COOPERATIVE
2424 RIDGE ROAD	BERKELY	CA	94709	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF BERKLEY STUDENT?	$1,000
MEMPHIS IN MAY
56 S FRONT STREET	MEMPHIS	TN	38103	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF MEMPHIS IN MAY	$5,000
WASHINGTON HEBREW CONGREGATION
3935 MACOMB STREET NW	WASHINGTON	DC	20016	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF WASHINGTON HEBREW CONGREGATION	$3,400
UNIVERSITY OF MEMPHIS
CENTRAL AVE	MEMPHIS	TN	38152	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF THE UNIVERSITY OF MEMPHIS	$30,000
IRIS ORCHESTRA
1801 EXETER ROAD	GERMANTOWN	TN	38138	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF IRIS ORCHESTRA	$1,500
SYRACUSE UNIVERSITY
820 COMSTOCK AVE	SYRACUSE	NY	13244	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF SYRACUSE UNIVERSITY	$5,000
TRUST FOR THE NATIONAL MALL
900 OHIO DRIVE SW	WASHINGTON	DC	20024	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF TRUST FOR THE NATIONAL MALL	$1,000
DIXON GALLERY
4339 PARK AVENUE	MEMPHIS	TN	38117	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF DIXON GALLERY AND GARDEN	$2,500
GPAC
1801 EXETER	GERMANTOWN	TN	38138	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF GPAC	$25,000
METROPOLITAN OPERA
30 LINCOLN CENTER	NEW YORK	NY	10023	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF THE METROPOLITAN OPERA	$26,000
CHICKASAW COUNCIL
171 S HOLLYWOOD	MEMPHIS	TN	38112	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF CHICKASAW COUNCIL BOY SCOUTS	$5,000
ASPEN MUSIC FESTIVAL
225 MUSIC SCHOOL ROAD	ASPEN	CO	81611	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF ASPEN MUSIC SCHOOL	$30,000
CHURCH HEALTH CENTER
1350 CONCOURSE AVENUE	MEMPHIS	TN	38104	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF CHURCH HEALTH CENTER	$1,000
WORLD JEWISH CONGRESS
NEW YORK	NEW YORK	NY	10002	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF WORLD JEWISH CONGRESS	$500
JUNIOR ACHIEVEMENT
307 MADISON AVE	MEMPHIS	TN	38103	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF JUNIOR ACHIEVEMENT	$200
TULANE UNIVERSITY
1555 POYDRAS STREET STE 1000	NEW ORLEANS	LA	70012	UNRELATED	PC	SUPPORT FOR THE OPERATIONS OF TULANE UNIVERSITY	$15,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$397,650	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	$935	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$272,434	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	$371,420	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	$644,789	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$644,789	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

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
MFG & TRADERS 5.629%	$0	$0
FORD MOTOR 3%	$0	$0
WELLS FARGO 7.98%	$228,285	$204,060
METLIFE PFD 5.25%	$200,000	$209,000

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
COCA COLA	$9,765	$395,428
SUNTRUST BANKS INC.	$780	$97,540
ALLIED IRISH BANK	$285,634	$295,522
AUTOMATIC DATA PROCESSING	$93,120	$290,650
AXA	$111,375	$151,000
BRISTOL MEYERS	$128,454	$308,300
CATERPILLAR	$0	$0
CHEVRON	$292,078	$347,670
DEERE & CO	$350,332	$398,640
DOMINION RESOURCES	$234,021	$405,700
GENERAL ELECTRIC	$493,222	$362,880
GENUINE PARTS	$56,982	$176,460
HSBC HOLDINGS	$329,980	$390,160
IBM	$74,587	$92,436
INGENICO	$324,007	$289,950
INTEL	$137,287	$272,940
JOHNSON & JOHNSON	$25,405	$278,820
KANSAS CITY SOUTHERN	$0	$0
KIMBERLY CLARK	$0	$0
KROGER	$260,419	$207,000
MCDONALDS	$63,263	$116,837
MERCK	$121,747	$192,815
MICROSOFT	$134,183	$415,900
MMM	$161,692	$460,380
NEXTERA ENERGY	$354,481	$488,250
NOVARTIS	$85,595	$123,870
PFIZER	$209,934	$245,420
POTLATCH	$279,663	$518,000
RALPH LAUREN	$0	$0
ROCHE HOLDINGS	$85,659	$115,660
SANOFI	$146,592	$141,840
SYSCO CORP	$102,062	$194,670
UNION PACIFIC	$239,190	$289,475
WEYERHAEUSER CO.	$219,109	$291,158
ZIONS	$125,002	$137,650

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
State Local Sec Book Vl EOY	$200,002	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$200,000	StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
BANK SERVICE CHARGES/WIRE FEES	$560	$560
TOCQUEVILLE MISC EXPENSES	$1,377	$1,377
TN SECRETARY OF STATE, ANNUAL	$21	$21

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	FOREIGN CURRENCY LOSS	Desc
Revenue And Expenses Per Books	-$834	RevenueAndExpensesPerBooksAmt
Net Investment Income	-$834	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	PRIOR YEAR OVERPAYMENT REFUNDED	Desc
Amt	$412	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT ADVISOR FEES	CategoryTxt
Amt	$33,226	Amt
Net Investment Income	$33,144	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAX WITHHELD-DIVIDENDS	CategoryTxt
Amt	$8,196	Amt
Net Investment Income	$8,196	NetInvestmentIncomeAmt

SCHEIDT FAMILY FOUNDATION INC: Form 990PF, tax year 2016

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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