BETA

WILLIAM E SCHMIDT FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
WILLIAM E SCHMIDT FOUNDATION INC (EIN 35-1884241)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-09
IRS object ID
201622229349100112
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)
Return2016-08-09T09:09:40-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351346211PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HARDING SHYMANSKI & CO PSCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3677AddressLine1Txt
CityEVANSVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP47735ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351884241EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM E SCHMIDT FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone8124649161PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 6783AddressLine1Txt
CityEVANSVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP477190783ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHESTER SCHMIDTPersonNm
Person TitleCHAIRMAN OF THE BOARDPersonTitleTxt
Phone8124649161PhoneNum
Signature2016-08-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRUDY J STOCKPreparerPersonNm
PTINP00006120PTIN
Phone8124649161PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$29,055,534FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$21,597,671ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$110,464InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$110,464InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$356,101DividendsRevAndExpnssAmt
Dividends Net Invst Incm$356,101DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$686,605NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$19,514,662GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$150,487OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$150,487OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$21,528,118TotalRevAndExpnssAmt
Total Net Invst Incm$617,052TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$38,170AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$15,268AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$22,902AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,806OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,363OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,443OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$364,524OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$77,667OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$286,857OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$408,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$95,298TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$313,202TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$263,333ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$263,333ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$671,833TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$95,298TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$576,535TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$20,856,285ExcessRevenueOverExpensesAmt
Net Investment Income$521,754NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,265CashBOYAmt
Cash EOY$341,371CashEOYAmt
Cash EOYFMV$341,371CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,358,320SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$834,759SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$834,759SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,601,188CorporateStockBOYAmt
Corporate Stock EOY$17,005,535CorporateStockEOYAmt
Corporate Stock EOYFMV$16,992,979CorporateStockEOYFMVAmt
Corporate Bonds BOY$712,072CorporateBondsBOYAmt
Corporate Bonds EOY$8,552,845CorporateBondsEOYAmt
Corporate Bonds EOYFMV$8,517,805CorporateBondsEOYFMVAmt
Other Assets BOY$2,481,266OtherAssetsBOYAmt
Other Assets EOY$2,225,975OtherAssetsEOYAmt
Other Assets EOYFMV$2,368,620OtherAssetsEOYFMVAmt
Total Assets BOY$8,162,111TotalAssetsBOYAmt
Total Assets EOY$28,960,485TotalAssetsEOYAmt
Total Assets EOYFMV$29,055,534TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$8,162,111RetainedEarningBOYAmt
Retained Earning EOY$28,960,485RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,162,111TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$28,960,485TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,162,111TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$28,960,485TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,162,111TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$20,856,285ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$29,018,396SubtotalAmt
Other Decreases$57,911OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$28,960,485TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySEE ATTACHED SCHEDULEPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$19,514,662GrossSalesPriceAmt
Cost Or Other Basis$20,201,267CostOrOtherBasisAmt
Gain Or Loss-$686,605GainOrLossAmt
Gains Minus Excess Or Losses-$686,605GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$686,605CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$391,989AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,190,387NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.093545DistributionYr1Rt
Adjusted Qlfy Distri Yr2$230,177AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,627,642NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.063451DistributionYr2Rt
Adjusted Qlfy Distri Yr3$274,608AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,446,031NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.079688DistributionYr3Rt
Adjusted Qlfy Distri Yr4$209,825AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,533,176NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.059387DistributionYr4Rt
Adjusted Qlfy Distri Yr5$283,912AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,422,170NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.082963DistributionYr5Rt
Total Distribution0.379034TotalDistributionRt
Average Distribution0.075807AverageDistributionRt
Net Vl Noncharitable Assets$19,369,444NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,468,339AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,218NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,473,557AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$576,535QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,435InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,435SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,435TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,254EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,254TotalPaymentsAndCreditsAmt
Tax Due$7,181TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressSCHMIDTCOMPETITION.ORGWebsiteAddressTxt
Individual With BooksHARDING SHYMANSKI CO PSCIndividualWithBooksNm
Phone8124649161PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line121 SE THIRD ST STE 500AddressLine1Txt
CityEVANSVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP47708ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHESTER SCHMIDT
PO BOX 6783EVANSVILLEIN477190783CHAIRMAN1.00$0$0$0
STEPHEN SCHMIDT
PO BOX 193CLEAR CREEKIN47426PRESIDENT1.00$0$0$0
J MICHAEL SMALL
PO BOX 6783EVANSVILLEIN477190783VP/SECRETARY1.00$0$0$0
DOUGLAS SCHMIDT
PO BOX 6783EVANSVILLEIN477190783TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$13,737,569AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,430,575AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,496,266FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$19,664,410TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$19,664,410AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$294,966CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,369,444NetVlNoncharitableAssetsAmt
Minimum Investment Return$968,472MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$968,472MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,435TaxBasedOnInvestmentIncomeAmt
Total Tax$10,435TotalTaxAmt
Distributable Before Adj$958,037DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$958,037DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$958,037DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$576,535ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$576,535QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$576,535AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$958,037DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$114,329ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$37,701ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$107,990ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$54,026ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$186,412ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$500,458TotalExcessDistributionCyovAmt
Qualifying Distributions$576,535QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$576,535AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$381,502ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$381,502ExcessDistributionCyovAppCYAmt
Total Corpus$118,956TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$118,956ExcessDistriCyovToNextYrAmt
Excess From Year1$118,956ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLINDA MCALISTER COORDINATORRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1109 PRESSER HALL 501 SOUTHAddressLine1Txt
Address Line2PATTERSON AVE MIAMI UNIVERSITYAddressLine2Txt
CityOXFORDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45056ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5135293046RecipientPhoneNum
Form And Info And MaterialsAPPLICATION AND RULES ARE ATTACHED, ALSO AVAILABLE FROM THE FOUNDATION WEBSITE: WWW.SCHMIDTCOMPETITION.ORG.FormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATION DEADLINES ARE DISCLOSED AND ANNUALLY ON THE FOUNDATION WEBSITE AND APPLICATION.SubmissionDeadlinesTxt
Restrictions On AwardsHIGH SCHOOL SOPHOMORES, JUNIORS, OR SENIORS FROM AREAS WHERE COMPETITIONS ARE HELD (SEE ATTACHED APPLICATION) WITH WRITTEN RECOMMENDATION BY CHORAL DIRECTOR OR VOCAL TEACHER. FOR INFORMATION CONTACT: SCHMIDTCOMPINFO@GMAIL.COMRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASANTE SANA
PO BOX 270177WEST HARTFORDCT06127NONEPCDISCRETIONARY GRANT$1,000
ASSISTANCE LEAGUE OF NASHVILLE
PO BOX 653BRENTWOODTN37024NONEPCMATCHING GIFT$500
BAYLOR UNIVERSITY
1311 S 5TH STWACOTX76706NONEPCSARAH HOLEVINSKI MATCHING GRANT$750
CHIMES FOUNDATION INC
4815 SETON DRBALTIMOREMD21215NONEPCDISCRETIONARY GRANT$4,500
CURREY INGRAM ACADEMY
6544 MURRAY LNBRENTWOODTN37027NONEPCMATCHING GRANT$1,000
DAN SCISM COLLEGE SCHOLARSHIP FUND
601 PFEIFFER RDEVANSVILLEIN47711NONEPCSCHOLARSHIP SPONSOR$5,000
EVANSVILLE PHILHARMONIC ORCHESTRA
401 SE SIXTH STREET SUITE 105EVANSVILLEIN47713NONEPCGUEST ARTIST SPONSOR$8,000
HARRISON HIGH SCHOOL
211 FIELDING RDEVANSVILLEIN47715NONEPCSCHOLARSHIP$6,000
JOHNS HOPKINS UNIVERSITY
3901 KESWICK ROAD NO N4327BBALTIMOREMD21211NONEPCSCHOLARSHIP SUPPORT$5,000
LAUREL CIVIC ASSOCIATION INC
509 COLLINS ROAD P O BOX 511LAURELFL34272NONEPCUNRESTRICTED CONTRIBUTION$3,333
MANATEE TECHNICAL INSTITUTE
6305 STATE ROAD 70 EASTBRADENTONFL34203NONEPCSCHOLARSHIP$10,000
MIAMI UNIVERSITY FOUNDATION
501 E HIGH STOXFORDOH45056NONEPCSCHOLARSHIP$200,000
PHILLIPS BROOKS HOUSE ASSOCIATION
1 HARVARD YARDCAMBRIDGEMA02138NONEPCUNRESTRICTED$1,250
PHOENIX OPERA
3120 W FAREFREE HWY 1PHOENIXAZ85086NONEPCPRIZE MONEY$5,000
SARASOTA MILITARY OFFICERS SCHOLARSHIP FUND
PO BOX 1016SARASOTAFL34230NONEPCSCHOLARSHIP$4,000
ST LUKE'S COMMUNITY HOUSE
5601 NEW YORK AVENASHVILLETN37209NONEPCUNRESTRICTED$500
UNIVERSITY OF EVANSVILLE
1800 LINCOLN AVEEVANSVILLEIN47714NONEPCPLEDGE FOR SCHMIDT OPERA SERIES$2,500
WEST CHESTER UNIVERSITY
700 SOUTH HIGH STWEST CHESTERPA19383NONEPCTUITION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$263,333TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$110,464ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$356,101ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$150,487ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$686,605ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$69,553ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$69,553TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
WILLIAM E SCHMIDT ESTATE
1930 E 66TH STREETINDIANAPOLISIN46220$4,254,289Yes (X)
WILLIAM E SCHMIDT ESTATE
2930 E 66TH STREETINDIANAPOLISIN46220$17,340,387Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertySECURITIESNoncashPropertyDesc
Fair Market Value$17,340,387FairMarketValueAmt
Received2015-06-30ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$38,170Amt
Net Investment Income$15,268NetInvestmentIncomeAmt
Disbursements Charitable Prps$22,902DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDS--STATEMENT ATTACHEDBondNm
EOY Book Value$8,552,845EOYBookValueAmt
EOYFMV$8,517,805EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKS--STATEMENT ATTACHEDStockNm
EOY Book Value$17,005,535EOYBookValueAmt
EOYFMV$16,992,979EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT IN WES ENERGY RESOURCES, LLCDesc
BOY Book Value$2,481,266BOYBookValueAmt
EOY Book Value$2,225,975EOYBookValueAmt
EOYFMV$2,368,620EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNET ASSET ADJUSTMENT - UNREALIZED LOSSDesc
Amt$57,911Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES$1,617$0$1,617
INSURANCE$2,595$1,298$1,297
INVESTMENT FEES$67,223$67,223$0
VOCAL INSTITUTE$25,000$0$25,000
OFFICE SUPPLIES$180$90$90
TRAVEL$13,013$4,230$8,783
WEB SITE$2,779$0$2,779
DIRECTORS FEES$24,000$4,800$19,200
POSTAGE$51$26$25
YOUTH AWARDS$228,066$0$228,066

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INVESTMENT INCOME$105,715$105,715$105,715
ROYALTY INCOME FROM WES ENERGY K-1$44,772$44,772$44,772

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTINGCategoryTxt
Amt$5,806Amt
Net Investment Income$2,363NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,443DisbursementsCharitablePrpsAmt

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