ERIK R HELDT MEMORIAL FUND: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ERIK R HELDT MEMORIAL FUND (EIN 43-2084717)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201401339349201565
- Schema version
- 2013v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T10:19:58-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431016920 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS J METCALF CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 E MAIN ST | AddressLine1 |
| City | UNION | City |
| State | MO | State |
| ZIP Code | 63084 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 432084717 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIK R HELDT MEMORIAL FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERIK | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1097 HWY 94 | AddressLine1 |
| City | HERMANN | City |
| State | MO | State |
| ZIP Code | 65041 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY HELDT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5732364439 | PhoneNum |
| Signature | 2014-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS J METCALF | PreparerPersonNm |
| PTIN | P00619995 | PTIN |
| Phone | 6365847011 | PhoneNum |
| Preparation | 2014-05-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Gross Receipts | $35,620 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $50 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $297 | InvestmentIncomeAmt |
| Fundraising Gross Income | $34,273 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $17,763 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $16,510 | SpecialEventsNetIncomeLossAmt |
| Other Revenue Total | $1,000 | OtherRevenueTotalAmt |
| Total Revenue | $17,857 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $16,000 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $350 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $269 | OtherExpensesTotalAmt |
| Total Expenses | $16,619 | TotalExpensesAmt |
| Excess Or Deficit For Year | $1,238 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $76,238 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $77,476 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,238 | BOYAmt |
| EOY | $77,476 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,238 | BOYAmt |
| EOY | $77,476 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,238 | BOYAmt |
| EOY | $77,476 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | PROVIDE SCHOLARSHIPS ANNUALLY | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | 8 - 2000 SCHOLARSHIPS GIVEN IN 2013 | DescriptionProgramSrvcAccomTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| GARY HELDT | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| PATTY HELDT | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| CRYSTAL HELDT | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| CRAIG KICKER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY HELDT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1097 HWY 94 | AddressLine1 |
| City | HERMANN | City |
| State | MO | State |
| ZIP Code | 65041 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5732364439 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $460 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $730 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $380 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $50 | CurrentTaxYearAmt |
| Total | $1,620 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,245 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,046 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,560 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,064 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,273 | CurrentTaxYearAmt |
| Total | $153,188 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,705 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,776 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,940 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,064 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,323 | CurrentTaxYearAmt |
| Total | $154,808 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $154,808 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,794 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $372 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $267 | CurrentTaxYearAmt |
| Total | $4,235 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,794 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $372 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $267 | CurrentTaxYearAmt |
| Total | $4,235 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,499 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,876 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,642 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,436 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,590 | CurrentTaxYearAmt |
| Total | $159,043 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97340 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95410 | PublicSupportPY509Pct |
| Investment Income CY | 0.02660 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04590 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GULF TOURNAM | NameOfEvent1Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other revenue Part I line 8 | Description Amount2012 SCHOLARSHIP RETURNED 1,000 |
| List of grants and similar amounts paid Part I line 10 | Activity SCHOLARSHIP Grantee ABBY WITTHAUS Street 1205 SOUTH HIGHWAY 19 City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee AUSTIN RUEDIGER Street 335 WEST 10TH STREET City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee BRYCE KUHN Street 1602 OLD IRON ROAD City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee JESSICA ZEISS Street 981 HIGHWAY K City, State, Zip RHINELAND, MO 65069Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee NATALIE WITTEE Street 2338 BOY SCOUNT ROAD City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000Activity SCHLORSHIP Grantee OLIVIA FAERBER Street 1747 SOUTH HIGHWAY 19 City, State, Zip Hermann, MO 65041Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee ROBIN SCARLET Street 105 HOFFMAN AVE City, State, Zip RHINELAND, MO 65069Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee ZACHARY COLE Street 1252 BLACK FORREST DRIVE City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000 |
| Description of other expenses Part I line 16 | Description AmountBANK FEES 269 |
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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