BETA

ERIK R HELDT MEMORIAL FUND: Form 990EZ, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ERIK R HELDT MEMORIAL FUND (EIN 43-2084717)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-15
IRS object ID
201511359349203496
Schema version
2014v5.0
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)
Return2015-05-15T13:55:07-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS J METCALFPreparerPersonNm
PTINP00619995PTIN
Phone6365847011PhoneNum
Preparation2015-05-15PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Organization501c3Yes (X)Organization501c3Ind
Gross Receipts$30,084GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Investment Income$194InvestmentIncomeAmt
Fundraising Gross Income$29,890FundraisingGrossIncomeAmt
Special Events Direct Expenses$18,420SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$11,470SpecialEventsNetIncomeLossAmt
Total Revenue$11,664TotalRevenueAmt
Grants And Similar Amounts Paid$16,000GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$383OtherExpensesTotalAmt
Total Expenses$16,383TotalExpensesAmt
Excess Or Deficit For Year-$4,719ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$77,476NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$72,757NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$77,476BOYAmt
EOY$72,757EOYAmt

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$77,476BOYAmt
EOY$72,757EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$77,476BOYAmt
EOY$72,757EOYAmt
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 2014DescriptionProgramSrvcAccomTxt
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$730CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$380CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$50CurrentTaxYearMinus1YearAmt
Total$1,160TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,046CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,560CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,064CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,273CurrentTaxYearMinus1YearAmt
Current Tax Year$29,890CurrentTaxYearAmt
Total$154,833TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,776CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,940CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,064CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,323CurrentTaxYearMinus1YearAmt
Current Tax Year$29,890CurrentTaxYearAmt
Total$155,993TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$155,993PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,100CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$702CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$372CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$267CurrentTaxYearMinus1YearAmt
Current Tax Year$194CurrentTaxYearAmt
Total$2,635TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,100CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$702CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$372CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$267CurrentTaxYearMinus1YearAmt
Current Tax Year$194CurrentTaxYearAmt
Total$2,635TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,876CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,642CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,436CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,590CurrentTaxYearMinus1YearAmt
Current Tax Year$30,084CurrentTaxYearAmt
Total$158,628TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98340PublicSupportCY509Pct
Public Support PY5090.97000PublicSupportPY509Pct
Investment Income CY0.02000InvestmentIncomeCYPct
Investment Income PY0.03000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GULF TOURNAMEvent1Nm

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 HAYLEY MEGAN STIERS Street 2342 HIGHWAY 100 City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee KINDRA JOY BURWELL Street 657 BLUFFTON RD City, State, Zip RHINELAND, MO 65069Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee KARINNE MARIE LANE Street 1473 CEDAR RIDGE DR City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee CRAIG MATTHEW WINKELMANN Street P O BOX 441 City, State, Zip RHINELAND, MO 65069Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee KALI GERISE STIERS Street 1938 SPRINGBLUFF DRIVE City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000Activity SCHLORSHIP Grantee GRANT HUNTER RUEDIGER Street 422 WEST NINTH STREET City, State, Zip Hermann, MO 65041Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee COLLIN JOE HART Street 2371 HIGHWAY 100 City, State, Zip RHINELAND, MO 65069Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee EMILIE GRACE DIEBAL Street 224 EAST 14TH ST City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000
Description of other expenses Part I line 16Description AmountBANK FEES 33PROFESSIONAL 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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