2017-03-13T18:17:28-05:00 2016-10-31 MAX A PIWONKA CPA 5100 WHEELIS DRIVE SUITE 106 MEMPHIS TN 38117 990PF 2015-11-01 620989531 SCHEIDT FAMILY FOUNDATION INC % THOMAS NOLEN SCHE 9016828371 54 S WHITE STATION ROAD MEMPHIS TN 38117 E ELKAN SCHEIDT VICE PRESIDENT 9019373820 2017-03-10 true MAX A PIWONKA P00710649 9014919863 X 2015 2021-01-29 14:40:06Z X 9109390 X 0 645 645 277880 277853 133131 2375696 133131 13933 425589 411629 2000 2000 0 0 41936 41936 48524 6695 1831 1580 94291 52211 0 0 588913 588913 683204 52211 0 588913 -257615 359418 1204195 978319 978319 30223 30223 30223 0 200002 200000 5139157 5084368 7142059 716171 716171 758789 206 0 0 7059729 7009083 9109390 2530 2530 2530 2530 X 3481175 3594501 3576024 3412052 7057199 7006553 7059729 7009083 7057199 -257615 206969 7006553 7006553 LONG TERM CAPITAL GAIN/LOSS (SEE ATTACHMENT FOR DETAILS) 2015-11-01 2016-10-31 1728133 1582098 146035 146035 SHORT TERM CAPITAL GAIN/LOSS 2015-11-01 2015-12-31 619755 651717 -31962 -31962 WGP (26-1075808), LTG FROM K1 2015-11-01 2016-10-31 88 88 88 LTCG ON NEXTERA ENERGY 2016-11-01 2016-10-31 7916 8750 -834 -834 CAPITAL GAIN DIST, WEYERHAUSER 10054 10054 10054 CAPITAL GAIN DISTRIBUTIONS, POTLATCH 9750 9750 9750 133131 false 357780 8831842 0.04051 316580 8164560 0.038775 762925 7374207 0.103459 1297119 6970748 0.18608 194000 7755866 0.025013 0.393837 0.078767 9031207 711361 3594 714955 588913 7188 7188 7188 25600 25600 18412 18000 412 false false false false false true true false true true TN true false false false false true THOMAS NOLEN 9019373823 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 E ELKAN SCHEIDT 54 S WHITE STATION ROAD MEMPHIS TN 38117 VICE PRES 0 0 SUSAN SCHEIDT ARNEY 54 S WHITE STATION ROAD MEMPHIS TN 38117 VICE PRES 0 0 RUDI E SCHEIDT JR 54 S WHITE STATION ROAD MEMPHIS TN 38117 VICE PRES 0 0 HELEN SCHEIDT GRONAUER 54 S WHITE STATION ROAD MEMPHIS TN 38117 VICE PRES 0 0 RUDI E SCHEIDT 54 S WHITE STATION ROAD MEMPHIS TN 38117 SECR-TREAS 0 0 NOT APPLICABLE NOT APPLICABLE NOT APPLICABLE NOT APPLICABLE 8179836 988902 0 9168738 0 9168738 137531 9031207 451560 451560 7188 7188 444372 444372 444372 588913 0 0 0 0 588913 588913 444372 0 2013 2012 2011 0 826262 402765 1229027 588913 0 444372 144541 1373568 0 0 0 0 1373568 826262 402765 144541 RUDI E SCHEIDT - SECRETARYTREASUR NA HELEN H SCHEIDT 54 S WHITE STATION ROAD MEMPHIS TN 38117 9016828371 THE FORM, INFORMATION, AND MATERIALS ARE AT THE DISCRETION OF THE APPLICANT. NONE AT THE PRESENT TIME, GRANTS AND CONTRIBUTIONS ARE MADE ONLY TO PUBLIC CHARITIES, ETC. AS DESCRIBED IN IRC 509(A)(1), (2),&(3). 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 9800 TEMPLE ISRAEL 1376 MASSEY LANE MEMPHIS TN 38120 UNRELATED PC SUPPORT FOR THE OPERATIONS OF TEMPLE ISRAEL 35000 NEW MEMPHIS INSTITUTE 22 NORTH FRONT STREET MEMPHIS TN 38103 UNRELATED PC SUPPORT FOR THE OPERATIONS OF NEW MEMPHIS INSTITUTE 10000 TIARA TEA SOCIETY PO BOX 341841 BARTLETT TN 38184 UNRELATED PC SUPPORT FOR THE OPERATIONS OF TIARA TEA SOCIETY 2500 ST GEORGES SCHOOL 1880 WOLF RIVER BLVD COLLIERVILLE TN 38017 UNRELATED PC SUPPORT FOR THE OPERATIONS OF ST. GEORGE'S SCHOOL 2000 LEVITT SHELL 1928 POPLAR AVE MEMPHIS TN 38104 UNRELATED PC SUPPORT FOR THE OPERATIONS OF LEVITT SHELL 20000 SARAH LAWRENCE COLLEGE 1 MEAD WAY BRONXVILLE NY 10708 UNRELATED PC SUPPORT FOR THE OPERATIONS OF SARAH LAWRENCE COLLEGE 500 WASHINGTON HEBEREW CONGREGATION 3935 MACOMB ST NW WASHINGTON DC 20016 UNRELATED PC SUPPORT FOR THE OPERATIONS OF WASHINGTON HEBREW CONGREGATION 3400 TRUST NATIONAL MALL 1300 PENNSYLVANIA AVENUE WASHINGTON DC 20004 UNRELATED PC SUPPORT FOR THE OPERATIONS OF TRUST NATIONAL MALL 1000 LAUSANNE COLLEGIATE SCHOOL 1381 W MASSEY MEMPHIS TN 38120 UNRELATED PC SUPPORT FOR THE OPERATIONS OF LAUSANNE COLLEGIATE SCHOOL 1500 UNIVERISTY OF MEMPHIS FOUNDATION CENTRAL AVE MEMPHIS TN 38752 UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE UNIVERSITY OF MEMPHIS FOUNDATION 30000 TULANE UNIVERSITY 6823 ST CHARLES AVENUE NEW ORLEANS LA 70118 UNRELATED PC SUPPORT FOR THE OPERATIONS OF TULANE UNIVERSITY 15000 TULANE UNIVERISTY 6823 ST CHARLES AVENUE NEW ORLEANS LA 70118 UNRELATED PC SUPPORT FOR THE OPERATIONS OF TULANE UNIVERSITY 5000 DIXON GALLERY AND GARDENS 4339 PARK AVENUE MEMPHIS TN 38117 UNRELATED PC SUPPORT FOR THE OPERATIONS OF DIXON GALLERY AND GARDEN 5000 MEMPHIS BROOKS MUSEUM 1934 POPLAR AVE MEMPHIS TN 38117 UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE MEMPHIS BROOKS MUSEUM 5000 IRIS ORCHESTRA 1801 EXETER GERMANTOWN TN 38138 UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE IRIS ORCHESTRA 10000 MEMPHIS BOTANIC GARDENS 750 CHERRY ROAD MEMPHIS TN 38117 UNRELATED PC SUPPORT FOR THE OPERATIONS OF MEMPHIS BOTANIC GARDENS 10000 MEMPHIS JEWISH COMMUNITY CENTER 6560 POPLAR AVE MEMPHIS TN 38138 UNRELATED PC SUPPORT FOR THE OPERATIONS OF MEMPHIS JEWISH COMMUNITY CENTER 5000 MEMPHIS OPPORTUNITY SCHOLARSHIP TRUST 1000 RIDGE LAKE BLVD MEMPHIS TN 38120 UNRELATED PC SUPPORT FOR THE OPERATIONS OF MEMPHIS OPPORTUNITY SCHOLARSHIP TRUST 10000 ASPEN INSTITUTE 1000 NORTH THIRD STREET ASPEN CO 81611 UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE ASPEN INSTITUTE 5000 OPERA MEMPHIS 6745 WOLF RIVER BLD MEMPHIS TN 38120 UNRELATED PC SUPPORT FOR THE OPERATIONS OF OPERA MEMPHIS 20000 METROPOLITAN OPERA NATIONAL COUNCIL LINCOLN CENTER FOR PERFORMING ARTS NEW YORK NY 10023 UNRELATED PC SUPPORT FOR THE OPERATIONS OF METROPOLITAN OPERA NATIONAL COUNCIL 300 LEBONHEUR CLUB 1047 CRESTHAVEN MEMPHIS TN 38117 UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE LEBONHEUR CLUB 5000 GERMANTOWN PERFORMING ARTS CENTER 1801 EXETER GERMANTOWN TN 38139 UNRELATED PC SUPPORT FOR OPERATIONS OF GERMANTOWN PERFORMING ARTS CENTER 2200 UNIVERSITY OF MEMPHIS FOUNDATION CENTRAL AVE MEMPHIS TN 38152 UNRELATED PC SUPPORT FOR OPERATIONS OF THE UNIVERSITY OF MEMPHIS FOUNDATION 20000 METROPOLITAN OPERA LINCOLN PERFORMING ARTS CENTER NEW YORK NY 10023 UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE METROPOLITAN OPERA 25000 ASPEN MUSIC SCHOOL 225 MUSIC SCHOOL ROAD ASPEN CO 81611 UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE ASPEN MUSIC SCHOOL 27200 MLGW LIP SYNC PROGRAM 220 SOUTH MAIN STREET MEMPHIS TN 38103 UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE MLGW LIP SYNC PROGRAM 5000 MEMPHIS LIBRARY FOUNDATION 3030 POPLAR AVE MEMPHIS TN 38111 UNRELATED PC SUPPORT FOR OPERATIONS OF THE MEMPHIS LIBRARY FOUNDATION 150 WOODLAWN VOLUNTEER FIRE DEPARTMENT 2274 WOODLAWN ROAD WOODLAWN TN 37191 UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE WOODLAWN VOLUNTEER FIRE DEPARTMENT 250 SWEENEY YMCA 5959 PARK AVE MEMPHIS TN 38119 UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE SWEENEY YMCA 1000 SCHOOLSEED FOUNDATION PO BOX 111169 MEMPHIS TN 38111 UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE SCHOOLSEED FOUNDATION 12000 PRIZM ENSEMBLE 5530 SHADY GROVE ROAD MEMPHIS TN 38120 UNRELATED PC SUPPORT FOR THE OPERATIONS OF PRIZM ENSEMBLE 1000 SOCIETY OF ENTREPRENUERS PO BOX 7770839 MEMPHIS TN 38177 UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE SOCIETY OF ENTREPRENEURS 1000 MEMPHIS UNIVERSITY SCHOOL 6191 PARK AVENUE MEMPHIS TN 38119 UNRELATED PC SUPPORT FOR OPERATIONS OF MEMPHIS UNIVERSITY SCHOOL 5000 SANTE FE OPERA 301 OPERA DRIVE SANTA FE NM 87506 UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE SANTA FE OPERA 5000 GERMANTOWN PERFORMING ARTS CENTER 1801 EXETER ROAD GERMANTOWN TN 38139 UNRELATED PC SUPPORT FOR THE OPERATIONS OF GERMANTOWN PERFORMING ARTS CENTER 25000 MEMPHIS UNIVERSITY SCHOOL 6191 PARK AVENUE MEMPHIS TN 38119 UNRELATED PC SUPPORT FOR THE OPERATIONS OF MEMPHIS UNIVERSITY SCHOOL 10000 UNIVERSITY OF MEMPHIS CENTRAL AVENUE MEMPHIS TN 38152 UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE UNIVERSITY OF MEMPHIS 1000 MEMPHIS BROOKS MUSEUM 1934 POPLAR AVENUE MEMPHIS TN 38104 UNRELATED PC SUPPORT FOR THE OPERATIONS OF MEMPHIS BROOKS MUSEUM 5000 CHURCH HEALTH CENTER 1210 PEABODY AVENUE MEMPHIS TN 38104 UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE CHURCH HEALTH CENTER 5000 METROPOLITAN OPERA LINCOLN CENTER FOR PERFORMING ARTS NEW YORK NY 10023 UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE METROPOLITAN OPERA 1000 SOCIETY OF ENTREPRENEURS PO BOX 770839 MEMPHIS TN 38177 UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE SOCIETY OF ENTREPRENEURS 3500 WORLD JEWISH CONGRESS 501 MADISON AVENUE NEW YORK NY 10022 UNRELATED PC SUPPORT FOR OPERATIONS OF THE WORLD JEWISH CONGRESS 500 ASPEN FESTIVAL 225 MUSICA SCHOOL ROAD ASPEN CO 81611 UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE ASPEN MUSIC SCHOOL AND FESTIVAL 20000 UNION FOR REFORM JUDAISM 633 THIRD AVENUE NEW YORK NY 10017 UNRELATED PC SUPPORT FOR THE OPERATIONS OF UNION FOR REFORM JUDAISM 202113 588913 14 645 14 277880 18 133131 WGP (EIN 26-1075808), ORDINARY LOSS -5473 WGP (EIN 26-1075808), 1231 GAIN -42 WGP (EIN 26-1075808), AJD. FROM SALE 19448 13933 411656 425589 false false false false false false false false false false TAX RETURN PREPARATION 2000 2000 MFG & TRADERS 5.629% 187814 245575 FORD MOTOR 3% 100072 100964 WELLS FARGO 7.98% 228285 208500 METLIFE PFD 5.25% 200000 203750 COCA COLA 9765 364640 SUNTRUST BANKS INC. 780 73273 AT&T AUTOMATIC DATA PROCESSING 93120 217650 AXA 248971 225900 BCE 0 0 BRISTOL MEYERS 128454 254550 CATERPILLAR 301025 333840 CHEVRON 411849 419000 COSTCO 0 0 DOMINION RESOURCES 234021 376000 DUPONT E I 0 0 EXELON CORP 0 0 GENERAL ELECTRIC 302391 291000 GENUINE PARTS 56982 181180 IBM 265395 307380 INGENICO 279831 198125 INTEL 137287 209220 JOHNSON & JOHNSON 25405 231980 KANSAS CITY SOUTHERN 222452 219400 KIMBERLY CLARK 85881 171615 MCDONALDS 108451 135084 MERCK 121747 205520 MICROSOFT 134183 299600 MMM 161692 330600 NEXTERA ENERGY 352160 427210 NOVARTIS 85595 106530 PFIZER 178887 190260 POTLATCH 279663 384000 RALPH LAUREN 134924 147150 ROCHE HOLDINGS 85659 114700 SANOFI 146592 116670 SYSCO CORP 102062 168420 UNION PACIFIC 45033 44090 WALGREEN 0 0 WESTERN GAS PARTNERS 0 0 WEYERHAEUSER CO. 219109 242672 ZIONS 125002 154800 200002 200000 LEGAL FEES ACCRUED INTEREST 206 0 0 BANK SERVICE CHARGES/WIRE FEES 605 605 TOCQUEVILLE MISC EXPENSES 954 954 TN SECRETARY OF STATE, ANNUAL 20 20 WGP, EXPENSE FROM K-1 1 1 PENALTY 251 0 WGP, (EIN 26-1075808)ORD LOSS FROM K1 -5473 WGP, (EIN 26-1075808) ORD INC SALE ADJ 19448 WGP, (EIN 26-1075808) SECTION 1231 GAIN -42 FMV OF APPRECIATED STOCK CONTRIBUTIONS 199824 PAID IN EXCESS OF TAX COST (CARRYING 0 VALUE) 0 PRIOR PERIOD ADJUSTMENT RELATED TO 7145 WESTERN GAS PARTNERS, LP 0 INVESTMENT MANAGEMENT FEES 41936 41936 FOREIGN TAX WITHHELD-DIVIDENDS 6695 6695 EXCISE TAXES PAID 41829