ERIK R HELDT MEMORIAL FUND: Form 990EZ, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: ERIK R HELDT MEMORIAL FUND (EIN 43-2084717)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-15
IRS object ID: 201321359349200722
Schema version: 2012v2.1
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
Form 990-EZ
Schedule A
Schedule G
Schedule O
Compensation Explanation

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-15T08:19:53-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	431016920	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Thomas J Metcalf	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	P O Box 486	AddressLine1
City	Union	City
State	MO	State
ZIP Code	63084	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990EZ	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	432084717	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ERIK R HELDT MEMORIAL FUND	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	ERIK	NameControl

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

Officer Officer

Field	Value	IRS element (for citing)
Name	GARY HELDT	Name
Title	DIRECTOR	Title
Phone	5732364439	Phone
Date Signed	2013-05-10	DateSigned
Authorize Third Party	false	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	THOMAS J METCALF	Name
PTIN	P00619995	PTIN
Phone	6365847011	Phone
Date Prepared	2013-05-15	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-EZ IRS990EZ

Field	Value	IRS element (for citing)
Method Of Accounting Cash	X	MethodOfAccountingCash
Organization501c3	X	Organization501c3
Gross Receipts Less Than25000	X	GrossReceiptsLessThan25000
Gross Receipts	33435	GrossReceipts
Info In Schedule O Part I	X	InfoInScheduleOPartI
Investment Income	371	InvestmentIncome
Fundraising Gross Income	33064	FundraisingGrossIncome
Special Events Direct Expenses	16154	SpecialEventsDirectExpenses
Special Events Net Income Loss	16910	SpecialEventsNetIncomeLoss
Total Revenue	17281	TotalRevenue
Grants And Similar Amounts Paid	16000	GrantsAndSimilarAmountsPaid
Fees And Oth Pymt To Ind Contractors	300	FeesAndOthPymtToIndContractors
Other Expenses Total	10	OtherExpensesTotal
Total Expenses	16310	TotalExpenses
Excess Or Deficit For Year	971	ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY	75267	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	76238	NetAssetsOrFundBalancesEOY

Cash Savings And Investments CashSavingsAndInvestments

Field	Value	IRS element (for citing)
BOY	75267	BOY
EOY	76238	EOY

Land And Buildings LandAndBuildings

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	75267	BOY
EOY	76238	EOY

Sum Of Total Liabilities SumOfTotalLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

Field	Value	IRS element (for citing)
BOY	75267	BOY
EOY	76238	EOY

Field	Value	IRS element (for citing)
Primary Exempt Purpose	PROVIDE SCHOLARSHIPS ANNUALLY	PrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment

Field	Value	IRS element (for citing)
Description Program Service Accom	8 - 2000 SCHOLARSHIPS GIVEN IN 2012	DescriptionProgramServiceAccom

Field	Value	IRS element (for citing)
Total Program Service Expenses	0	TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (4 entries)

TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
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	ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc	false	MadeChangesToOrgnzngEtcDoc
Organization Had UBI	false	OrganizationHadUBI
Subject To Proxy Tax	false	SubjectToProxyTax
Organization Dissolved Etc	false	OrganizationDissolvedEtc
Did Org File Form1120 POL This Year	false	DidOrgFileForm1120POLThisYear
Made Loans To From Officers	false	MadeLoansToFromOfficers
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTrans
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	GARY HELDT	NamePerson

Address US AddressUS

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)
Telephone Number	5732364439	TelephoneNumber

Field	Value	IRS element (for citing)
Foreign Financial Account	false	ForeignFinancialAccount
Foreign Office	false	ForeignOffice
Maintain Any Donor Advised Funds	false	MaintainAnyDonorAdvisedFunds
Does Org Have Hospital	false	DoesOrgHaveHospital
Tanning Services Provided	false	TanningServicesProvided
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction With Control Entity	false	TransactionWithControlEntity
Engage Political Cmpgn Activities	false	EngagePoliticalCmpgnActivities
Engage In Lobbying Activities	false	EngageInLobbyingActivities
Operating School	false	OperatingSchool
Trnsfrs Exempt Non Char Related Org	false	TrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid Empl	NONE	PartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof Ser	NONE	PartVIAHghstPaidCntrctProfSer
Filed Schedule A	true	FiledScheduleA

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	165	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	460	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	730	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	380	CurrentTaxYearMinus1Year
Total	1735	Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	32710	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	28245	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	27046	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	30560	CurrentTaxYearMinus1Year
Current Tax Year	33064	CurrentTaxYear
Total	151625	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	32875	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	28705	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	27776	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	30940	CurrentTaxYearMinus1Year
Current Tax Year	33064	CurrentTaxYear
Total	153360	Total

Field	Value	IRS element (for citing)
Public Support Total509	153360	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	3418	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1794	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1100	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	702	CurrentTaxYearMinus1Year
Current Tax Year	372	CurrentTaxYear
Total	7386	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	3418	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1794	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1100	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	702	CurrentTaxYearMinus1Year
Current Tax Year	372	CurrentTaxYear
Total	7386	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	36293	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	30499	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	28876	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	31642	CurrentTaxYearMinus1Year
Current Tax Year	33436	CurrentTaxYear
Total	160746	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.95410	PublicSupportPercentage509
Prior Year Support Percentage	0.93180	PriorYearSupportPercentage
Investment Income Percentage	0.04590	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.06820	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	GULF TOURNAM	NameOfEvent1
Gross Receipts Event1	33064	GrossReceiptsEvent1
Gross Revenue Event1	33064	GrossRevenueEvent1
Cash Prizes Event1	1875	CashPrizesEvent1
Non Cash Prizes Event1	3622	NonCashPrizesEvent1
Rent Facility Costs Event1	4836	RentFacilityCostsEvent1
Food And Beverage Event1	3991	FoodAndBeverageEvent1
Other Direct Expenses Event1	1830	OtherDirectExpensesEvent1
Gross Receipts Total	33064	GrossReceiptsTotal
Gross Revenue Total Events	33064	GrossRevenueTotalEvents
Cash Prizes Total Events	1875	CashPrizesTotalEvents
Non Cash Prizes Total Events	3622	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	4836	RentFacilityCostsTotalEvents
Food And Beverage Total Events	3991	FoodAndBeverageTotalEvents
Other Direct Expenses Total Events	1830	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	16154	DirectExpenseSummaryEvents
Net Income Summary	16910	NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
O01	List of grants and similar amounts paid Part I line 10	Activity SCHOLARSHIP Grantee EVAN J BEAN Street 579 SILVER DEW LANE City, State, Zip BERGER MO 63014 Relationship NONE Amount 2,000 Activity SCHOLARSHIP Grantee BRETT L ECKELKAMP Street P O BOX 656 City, State, Zip HERMANN MO 65041 Relationship NONE Amount 2,000 Activity SCHOLARSHIP Grantee HANNAH M STEINBECK Street 2322 DRAKE SCHOOL RD City, State, Zip HERMANN MO 65041 Relationship NONE Amount 2,000 Activity SCHOLARSHIP Grantee LAURA N RETHEMEYER Street 2010 CEDAR GROVE City, State, Zip HERMANN MO 65041 Relationship NONE Amount 2,000 Activity SCHOLARSHIP Grantee BRENDA A BRUCKERHOFF Street 476 EAST 2ND ST City, State, Zip HERMANN MO 65041 Relationship NONE Amount 2,000 Activity SCHLORSHIP Grantee JUSTIN D WURTZ Street 4415 HIGHWAY E City, State, Zip Hermann MO 65041 Relationship NONE Amount 2,000 Activity SCHOLARSHIP Grantee MIKAELA M RUGA Street 545 HIGHWAY K City, State, Zip RHINELAND MO 65069 Relationship NONE Amount 2,000 Activity SCHOLARSHIP Grantee RYAN N GONZALEZ Street 2048 SECOND ST City, State, Zip HERMANN MO 65041 Relationship NONE Amount 2,000
O02	Description of other expenses Part I line 16	Description Amount BANK FEES 10

Compensation Explanation CompensationExplanation

Compensation Compensation (4 entries)

ExplanationExplanation
GARY HELDT
NO COMPENSATION
PATTY HELDT
NO COMPENSATION
CRYSTAL HELDT
NO COMPENSATION
CRAIG KICKER
NO COMPENSATION

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