BETA

ERIK R HELDT MEMORIAL FUND: Form 990EZ, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ERIK R HELDT MEMORIAL FUND (EIN 43-2084717)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-09
IRS object ID
201621309349201002
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-09T10:33:07-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431016920PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THOMAS J METCALF CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1301 E MAIN STAddressLine1Txt
CityUNIONCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63084ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN432084717EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ERIK R HELDT MEMORIAL FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlERIKBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11097 HWY 94AddressLine1Txt
CityHERMANNCityNm
State AbbreviationMOStateAbbreviationCd
ZIP65041ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY HELDTPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5732364439PhoneNum
Signature2016-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS J METCALFPreparerPersonNm
PTINP00619995PTIN
Phone6365847011PhoneNum
Preparation2016-05-09PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Organization501c3Yes (X)Organization501c3Ind
Gross Receipts$35,192GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$4,747ContributionsGiftsGrantsEtcAmt
Program Service Revenue$30,246ProgramServiceRevenueAmt
Investment Income$199InvestmentIncomeAmt
Special Events Direct Expenses$19,033SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$19,033SpecialEventsNetIncomeLossAmt
Total Revenue$16,159TotalRevenueAmt
Grants And Similar Amounts Paid$16,000GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$378OtherExpensesTotalAmt
Total Expenses$16,378TotalExpensesAmt
Excess Or Deficit For Year-$219ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$72,757NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$72,538NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$72,757BOYAmt
EOY$72,538EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$72,757BOYAmt
EOY$72,538EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$72,757BOYAmt
EOY$72,538EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposePROVIDE SCHOLARSHIPS ANNUALLYPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc Accom8 - 2000 SCHOLARSHIPS GIVEN IN 2015DescriptionProgramSrvcAccomTxt
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY HELDT
DIRECTOR1.00$0$0$0
PATTY HELDT
DIRECTOR1.00$0$0$0
CRYSTAL HELDT
DIRECTOR1.00$0$0$0
CRAIG KICKER
DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonGARY HELDTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11097 HWY 94AddressLine1Txt
CityHERMANNCityNm
State AbbreviationMOStateAbbreviationCd
ZIP65041ZIPCd
FieldValueIRS element (for citing)
Phone5732364439PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$380CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$50CurrentTaxYearMinus2YearsAmt
Current Tax Year$4,747CurrentTaxYearAmt
Total$5,177TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,560CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,064CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,273CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,890CurrentTaxYearMinus1YearAmt
Current Tax Year$30,246CurrentTaxYearAmt
Total$158,033TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,940CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,064CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,323CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,890CurrentTaxYearMinus1YearAmt
Current Tax Year$34,993CurrentTaxYearAmt
Total$163,210TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$163,210PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$702CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$372CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$267CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$194CurrentTaxYearMinus1YearAmt
Current Tax Year$199CurrentTaxYearAmt
Total$1,734TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$702CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$372CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$267CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$194CurrentTaxYearMinus1YearAmt
Current Tax Year$199CurrentTaxYearAmt
Total$1,734TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,642CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,436CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,590CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,084CurrentTaxYearMinus1YearAmt
Current Tax Year$35,192CurrentTaxYearAmt
Total$164,944TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98950PublicSupportCY509Pct
Public Support PY5090.98000PublicSupportPY509Pct
Investment Income CY0.01000InvestmentIncomeCYPct
Investment Income PY0.02000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
List of grants and similar amounts paid Part I line 10Activity SCHOLARSHIP Grantee AMANDA ROSE HANGER Street 97 HIGHWAY EE City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee TELSA NICOLE RUEDIGER Street 422 W NINTH ST City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee VALERIE MICHELLE HAGEDORN Street 1239 LOVERS LANE City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee ANDREW PAUL LOEHNIG Street 2003 FRENE CREEK RD City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee CODY MICHAEL CRABTREE Street 126 HICORY DR City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000Activity SCHLORSHIP Grantee AZCHARY K SPECKHALS Street 112 BAYER RD City, State, Zip Hermann, MO 65041Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee JPRDAN JOSEPH LEICHT Street 135 BROWN RD City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee MIKAYLA BROOKE ENGEMANN Street 505 BLUFF ST City, State, Zip RHINELAND, MO 65069Relationship NONE Amount 2,000
Description of other expenses Part I line 16Description AmountBANK FEES 28PROFESSIONAL FEES 350

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (4 entries)

Short ExplanationShortExplanationTxt
GARY HELDT
NO COMPENSATION
PATTY HELDT
NO COMPENSATION
CRYSTAL HELDT
NO COMPENSATION
CRAIG KICKER
NO COMPENSATION

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