SCHEIDT FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SCHEIDT FAMILY FOUNDATION INC (EIN 62-0989531)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2026-09-15
- IRS object ID
- 202622589349100622
- Schema version
- 2024v5.2
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-15T11:17:50-05:00 | ReturnTs |
| Tax Period End | 2025-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAX A PIWONKA CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 WHEELIS DRIVE SUITE 106 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620989531 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHEIDT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GENIE STRINGER | InCareOfNm |
| Business Name Control | SCHE | BusinessNameControlTxt |
| Phone | 9019373820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 WHEELIS DRIVE Suite 106 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E ELKAN SCHEIDT | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 9019373820 | PhoneNum |
| Signature | 2026-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAX A PIWONKA | PreparerPersonNm |
| PTIN | P00710649 | PTIN |
| Phone | 9014919863 | PhoneNum |
| Preparation | 2026-09-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,457,664 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $718,025 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $580 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $580 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $271,677 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $271,677 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $213,596 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,399,736 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $213,596 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,203,878 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $485,853 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $61,958 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,958 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,568 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,087 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,392 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $74,918 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,045 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,285,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,285,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,360,618 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,045 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,285,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$156,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $421,808 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,418,468 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $364,007 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $367,007 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,521,048 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,437,984 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,090,657 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $9,844 | OtherAssetsBOYAmt |
| Total Assets BOY | $9,949,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,801,991 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,457,664 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,024,083 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,024,083 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,925,277 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,777,908 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,949,360 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,801,991 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,949,360 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,801,991 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,949,360 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$156,740 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,896 | OtherIncreasesAmt |
| Subtotal | $9,804,516 | SubtotalAmt |
| Other Decreases | $2,525 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,801,991 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| FORM 8949 BOX A SHORT TERM GAINS (SEE PDF ATTACHED | P | $1,322,341 | $1,442,459 | -$120,118 | -$120,118 | ||
| FORM 8949 BOX D LONG TERM GAIN(LOSS) (SEE PDF ATTACHED) | P | $2,065,392 | $1,739,361 | $326,031 | $326,031 | ||
| CAPITAL GAIN DISTRIBUTIONS | P | $7,369 | $7,369 | $7,369 | 2020-01-01 | 2025-10-31 | |
| CLASS ACTION SETTLEMENTS | P | $314 | $314 | $314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $213,596 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,863 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,863 | SubtotalAmt |
| Tax Based On Investment Income | $5,863 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $9,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,737 | OverpaymentAmt |
| Applied To ES Tax | $3,737 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENIE STRINGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9019373820 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 WHEELIS DRIVE SUITE 106 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| E ELKAN SCHEIDT | ||||||||
| 5100 WHEELIS DRIVE STE 106 | MEMPHIS | TN | 38117 | VICE PRES | 0 | $0 | $0 | $0 |
| SUSAN SCHEIDT ARNEY | ||||||||
| 5100 WHEELIS DRIVE STE 106 | MEMPHIS | TN | 38117 | VICE PRES | 0 | $0 | $0 | $0 |
| RUDI E SCHEIDT JR | ||||||||
| 5100 WHEELIS DRIVE STE 106 | MEMPHIS | TN | 38117 | VICE PRES | 0 | $0 | $0 | $0 |
| HELEN SCHEIDT GRONAUER | ||||||||
| 5100 WHEELIS DRIVE STE 106 | MEMPHIS | TN | 38117 | VICE PRES | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Description2 | NOT APPLICABLE | Description2Txt |
| Description3 | NOT APPLICABLE | Description3Txt |
| Description4 | NOT APPLICABLE | Description4Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,423,290 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $810,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,233,309 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,233,309 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $243,500 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,989,809 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $799,490 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $799,490 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,863 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,863 | TotalTaxAmt |
| Distributable Before Adj | $793,627 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $793,627 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $793,627 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,285,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,285,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $793,627 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $252,889 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,285,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $252,889 | AppliedToYear1Amt |
| Applied To Current Year | $793,627 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $239,184 | RemainingDistriFromCorpusAmt |
| Total Corpus | $239,184 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $239,184 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $239,184 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HELEN S GRONAUER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 WHEELIS DRIVE STE 106 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9016828371 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| PRESBYTERIAN SCHOOL | ||||||||
| 40 OAKDALE STREET | HOUSTON | TX | 77006 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF PRESBYTERIAN SCHOOL | $2,000 | |
| TULANE UNIVERSITY | ||||||||
| 6823 ST CHARLES AVENEUE | NEW ORLEANS | LA | 70118 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF TULANE UNIVERSITY | $15,000 | |
| DIXON GALLERY AND GARDEN | ||||||||
| 4339 PARK AVENUE | MEMPHIS | TN | 38117 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF DIXON GALLERY AND GARDEN | $55,000 | |
| MEMPHIS BROOKS MUSEUM | ||||||||
| 1934 POPLAR AVE | MEMPHIS | TN | 38117 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF MEMPHIS BROOKS MUSEUM | $5,000 | |
| MEMPHIS OPPORTUNITY SCHOLARSHIP FUND | ||||||||
| 1000 RIDGE LAKE BLVD | MEMPHIS | TN | 38120 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF MEMPHIS OPPORTUNITY SCHOLARSHIP | $10,000 | |
| ASPEN JEWISH CONGREGATION | ||||||||
| 77 MEADOWOOD DRIVE | ASPEN | CO | 81611 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF ASPEN JEWISH CONGREGATION | $22,800 | |
| MEMPHIS LIBRARY FOUNDATION | ||||||||
| 3030 POPLAR AVE | MEMPHIS | TN | 38111 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF MEMPHIS LIBRARY FOUNDATION | $5,000 | |
| CHURCH HEALTH CENTER | ||||||||
| 1350 CONCOURSE AVENUE | MEMPHIS | TN | 38104 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF CHURCH HEALTH CENTER | $10,000 | |
| CONGREGATION EMANU-EL | ||||||||
| 1500 SUNSET BLVD | HOUSTON | TX | 77005 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF CONGREGATION EMANU-EL | $3,650 | |
| OPERA MEMPHIS | ||||||||
| 4821 AMERICAN WAY STE 102 | MEMPHIS | TN | 38118 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF OPERA MEMPHIS | $5,000 | |
| REGIONAL ONE FOUNDATION | ||||||||
| 877 JEFFERSON AVE | MEMPHIS | TN | 38103 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF REGIONAL ONE FOUNDATION | $30,000 | |
| TEMPLE ISRAEL | ||||||||
| 1376 E MASSEY ROAD | MEMPHIS | TN | 38120 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF TEMPLE ISRAEL | $235,000 | |
| MEMPHIS UNIVERSITY SCHOOL | ||||||||
| 6191 PARK AVE | MEMPHIS | TN | 38119 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF MEMPHIS UNIVERSITY SCHOOL | $10,000 | |
| ST GEORGE'S SCHOOL | ||||||||
| 8252 POPLAR AVE | GERMANTOWN | TN | 38139 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF ST. GEORGE'S SCHOOL | $10,000 | |
| LAUSANNE COLLEGIATE SCHOOL | ||||||||
| 1381 W MASSEY ROAD | MEMPHIS | TN | 38120 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF LAUSANNE COLLEGIATE SCHOOL | $7,500 | |
| SHELBY FARMS CONSERVANCY | ||||||||
| 6903 GREAT VIEW DR N | MEMPHIS | TN | 38134 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF SHELBY FARMS CONSERVANCY | $10,000 | |
| JAZZ ASPEN SNOWMASS | ||||||||
| 110 E HALLAM STREET | ASPEN | CO | 81611 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF JAZZ ASPEN SNOWMASS | $6,400 | |
| PLOUGH TOWERS | ||||||||
| 6580 POPLAR AVE | GERMANTOWN | TN | 38138 | UNRELATED | PC | SUPPORT FOR THE OPERATIONS OF PLOUGH TOWERS | $5,000 | |
| MEMPHIS JEWISH COMMUNITY CENTER | ||||||||
| 6560 POPLAR AVE | MEMPHIS | TN | 38138 | UNRELATED | PC | SUPPORT THE OPERATIONS OF THE MEMPHIS JEWISH COMMUNITY CENTER | $5,000 | |
| DECATUR FIRE DEPARTMENT | ||||||||
| 690 EAST MAIN ST | PARSONS | TN | 38363 | UNRELATED | PC | SUPPORT FOR OPERATIONS OF THE DECATUR FIRE DEPT | $200 | |
| ANSHE EMET SYNAGOGUE | ||||||||
| 3751 N BROADWAY | CHICAGO | IL | 60613 | UNRELATED | PC | SUPPROT FOR OPERATIONS OF ANSHE EMET SYNAGOGUE | $3,650 | |
| GERMANTOWN PERFORMING ARTS CENTER | ||||||||
| 1801 EXETER ROAD | GERMANTOWN | TN | 38138 | UNRELATED | PC | FOR SUPPORT OF THE OPERATIONS OF GERMANTOWN PERFORMING ARTS CENTER | $25,000 | |
| UNIVERSITY OF MEMPHIS SCHOOL OF MUSIC | ||||||||
| 3775 CENTRAL AVENUE | MEMPHIS | TN | 38111 | UNRELATED | PC | TO SUPPORT THE OPERATIONS OF THE UNIVERSITY OF MEMPHIS SCHOOL OF MUSIC | $25,000 | |
| THE SEGUE CENTER | ||||||||
| 6310 LBJ FREEWAY 105 | DALLAS | TX | 75240 | UNRELATED | PC | TO SUPPORT THE OPERATIONS OF THE SEQUE CENTER | $1,500 | |
| ASPEN MUSIC FESTIVAL AND SCHOOL | ||||||||
| 255 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | UNRELATED | PC | TO SUPPORT THE OPERATIONS OF THE ASPEN MUSIC FESTIAL AND SCHOOL | $5,000 | ATTN KAT BERG |
| FRIENDS OF ASPEN ANIMAL SHELTER | ||||||||
| 101 ANIMAL SHELTER ROAD | ASPEN | CO | 81611 | UNRELATED | PC | TO SUPPORT THE OPERATIONS OF THE ASPEN ANIMAL SHELTER | $500 | |
| MEMPHIS SYMPHONY ORCHESTRA | ||||||||
| 610 GOODMAN STREET | MEMPHIS | TN | 38111 | UNRELATED | PC | TO SUPPORT THE OPERATIONS OF THE MEMPOHIS SYMPHONY ORCHESTRA | $150,000 | |
| SCHOOL OF MUSIC EXCELLENCE FUND | ||||||||
| 3775 CENTRAL AVENUE | MEMPHIS | TN | 38111 | UNRELATED | PC | TO SUPPORT THE OPERATIONS OF THE SCHOOL OF MUSIC EXCELLANCE FUND | $100,000 | |
| UNIVERSITY OF MEMPHIS ATHLETICS | ||||||||
| 570 NORMAL STREET | MEMPHIS | TN | 381523730 | UNRELATED | PC | TO SUPPORT THE OPERATIONS OF THE MEMPHIS ATHLETIC FOUNDATION | $100,000 | 124 ATHELIC OFFICE BUILDING |
| UNION FOR REFORM JUDAISM SCHEIDT SEMINAR | ||||||||
| ATTN RABBI RICK JACOBS | NEW YORK | NY | 10017 | UNRELATED | PC | TO SUPPORT THE OPERATIONS OF THE UNION FOR REFORM JUDAISM SEMINAR | $200,000 | 633 3RD AVE FLOOR 7 |
| THE HUTCHISON SCHOOL | ||||||||
| 1740 RIDGEWAY ROAD | MEMPHIS | TN | 38119 | UNRELATED | PC | TO SUPPORT THE OPERATIONS OF THE HUTCHISON SCHOOL | $2,500 | 124 ATHELIC OFFICE BUILDING |
| THE MAROSHYANGDI SCHOOL | ||||||||
| 133 PROSPECTOR ROAD | ASPEN | CO | 81611 | UNRELATED | PC | TO SUPPORT THE OPERATIONS OF THE MAROSHYANGDI SCHOOL | $10,000 | sUITE 4102 |
| HENRY JACOBS CAMP | ||||||||
| UNION FOR REFORM JUDAISM | NEW YORK | NY | 10017 | UNRELATED | PC | TO SUPPORT THE OPERATIONS OF THE HENRY JACOBS CAMP | $200,000 | 633 THIRD AVENUE FLOOR 7 |
| OVERTOWN PARK SHELL | ||||||||
| 1928 POPLAR AVENUE | MEMPHIS | TN | 38104 | UNRELATED | PC | TO SUPPORT THE OPERATIONS OF THE OVERTON PARK SHELL | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,285,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $580 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $271,677 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $213,596 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $485,853 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $485,853 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HELEN H SCHEIDT CLAT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 WHEELIS DRIVE STE 106 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $718,025 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MAX A. PIWONKA, CPA | CategoryTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (72 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE | $12,226 | $1,982,353 |
| COCA COLA | $9,765 | $592,540 |
| TRUIST FINANCIAL CORP | $780 | $93,589 |
| ADOBE SYSTEMS | $0 | $0 |
| ALPHABET | $139,741 | $591,822 |
| AMAZON | $267,584 | $659,394 |
| AMERICAN EXPRESS | $152,837 | $353,515 |
| APPLE | $199,169 | $432,592 |
| APPLIED MATERIALS | $150,396 | $203,963 |
| ASML HOLDINGS | $0 | $0 |
| BECTON DICKINSON | $340,925 | $277,000 |
| BERKSHIRE HATHAWAY | $217,387 | $501,417 |
| BLOCK | $75,709 | $72,143 |
| BOSTON SCIENTIFIC | $153,617 | $443,168 |
| BROOKFIELD ASSET MNGMT LTD | $133,144 | $216,616 |
| BUILDERS FIRST SOURCE | $195,430 | $197,489 |
| CHEVRON | $123,874 | $134,062 |
| COLGATE | $343,249 | $346,725 |
| COMCAST | $0 | $0 |
| DANAHER | $151,595 | $147,535 |
| DEERE & CO | $31,530 | $124,640 |
| DIAMONDBACK ENERGY | $0 | $0 |
| DISNEY | $135,345 | $152,600 |
| DUKE ENERGY | $136,405 | $146,053 |
| EMERSON ELECTRIC | $117,049 | $177,952 |
| EXXON MOBIL | $0 | $0 |
| FEDEX | $0 | $0 |
| FORTIVE CORP | $0 | $0 |
| FORTUNE BRANDS | $0 | $0 |
| FREEPORT-MCMORAN | $133,050 | $133,440 |
| HONEYWELL | $188,056 | $201,330 |
| HUMANA | $71,384 | $77,893 |
| INTERNATIONAL FLAVORS AND FRAG | $80,867 | $72,415 |
| ISHARES GOLD | $384,398 | $829,290 |
| ISHARES US HOME CONSTRUCTION | $145,876 | $150,630 |
| JP MORGAN | $184,073 | $412,234 |
| KEURIG | $0 | $0 |
| LONDON STOCK EXCHANGE | $70,089 | $69,278 |
| LVMH | $161,040 | $180,298 |
| MARTIN MARIETTA | $43,580 | $141,013 |
| MEDTRONIC | $135,899 | $141,492 |
| META | $211,255 | $282,032 |
| MERCK | $0 | $0 |
| MICROSOFT | $39,091 | $776,715 |
| NEXTERA ENERGY | $0 | $0 |
| NINTENDO | $136,644 | $263,712 |
| NOVO NORDISK | $0 | $0 |
| NOVOZYMES | $68,135 | $65,648 |
| NVIDIA CORP | $182,787 | $809,960 |
| OAKTREE DIV INC FD | $1,300,010 | $1,306,638 |
| OCCIDENTAL PETRO;EUM | $0 | $0 |
| ON SEMICONDUCTOR | $92,070 | $120,192 |
| ORACLE | $75,022 | $66,966 |
| PALO ALTO | $34,168 | $167,382 |
| PEPSICO | $149,419 | $159,238 |
| PFIZER | $0 | $0 |
| QUALCOMM | $264,934 | $334,665 |
| REGENERON PHARMACEUTICALS | $189,466 | $182,504 |
| REPUBLIC SERVICES | $127,506 | $291,536 |
| REVVITY | $214,923 | $189,988 |
| ROCKWELL AUTOMATIONS | $127,012 | $184,180 |
| ROSS STORES | $133,303 | $164,482 |
| SENTINELONE | $66,367 | $64,260 |
| SOLSTICE ADVANCED MATL | $11,770 | $11,268 |
| STARBUCKS | $73,989 | $71,974 |
| THERMO FISHER SCIENTIFIC | $336,855 | $360,293 |
| TAIWAN SEMICONDUCTOR MFG | $0 | $0 |
| TRIMBLE | $133,083 | $191,400 |
| TYSON FOODS | $144,324 | $134,694 |
| UNION PACIFIC | $144,053 | $136,629 |
| VISHAY INTERTECHNOLOGY | $134,853 | $152,820 |
| WEYERHAEUSER CO. | $360,876 | $345,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt |
|---|---|
| ESTIMATED TAXES | $4,649 |
| MISCELLANEOUS RECEIVABLE | $5,195 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORRECTION OF INVESTMENT BASIS | Desc |
| Amt | $2,525 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| MISCELLANEUS EXPENSE | $200 |
| BANK FEES | $1,171 |
| TN ANNUAL REPORT | $21 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLEAOUS INCOME | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL FROM INVESTMENTS | Desc |
| Amt | $11,896 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $61,958 | Amt |
| Net Investment Income | $61,958 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD-DIVIDENDS | $2,087 | $2,087 |
| FEDERAL TAX | $9,481 |
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