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SCHEIDT FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SCHEIDT FAMILY FOUNDATION INC (EIN 62-0989531)
Tax period
2023-11-01 to 2024-10-31
Filed
2025-03-14
IRS object ID
202510739349101201
Schema version
2023v6.0
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)
Return2025-03-14T12:40:13-05:00ReturnTs
Tax Period End2024-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAX A PIWONKA CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15100 WHEELIS DRIVE SUITE 106AddressLine1Txt
CityMEMPHISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38117ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN620989531EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHEIDT FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% GENIE STRINGERInCareOfNm
Business Name ControlSCHEBusinessNameControlTxt
Phone9019373820PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15100 WHEELIS DRIVE Suite 106AddressLine1Txt
CityMEMPHISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38117ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonE ELKAN SCHEIDTPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone9019373820PhoneNum
Signature2025-03-13SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMAX A PIWONKAPreparerPersonNm
PTINP00710649PTIN
Phone9014919863PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,951,664FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$718,025ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,220InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,220InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$252,341DividendsRevAndExpnssAmt
Dividends Net Invst Incm$252,341DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$490,078NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,227,590GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$490,078CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$11OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$1,461,675TotalRevAndExpnssAmt
Total Net Invst Incm$743,639TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$57,563OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$57,563OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$5,096TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,981TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,326OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$65,985TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$61,544TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$759,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$759,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$825,035TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$61,544TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$759,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$636,640ExcessRevenueOverExpensesAmt
Net Investment Income$682,095NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,430SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$330,463SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$330,498SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$9,297,526CorporateStockBOYAmt
Corporate Stock EOY$9,609,053CorporateStockEOYAmt
Corporate Stock EOYFMV$15,611,322CorporateStockEOYFMVAmt
Other Assets BOY$5,764OtherAssetsBOYAmt
Other Assets EOY$9,844OtherAssetsEOYAmt
Other Assets EOYFMV$9,844OtherAssetsEOYFMVAmt
Total Assets BOY$9,312,720TotalAssetsBOYAmt
Total Assets EOY$9,949,360TotalAssetsEOYAmt
Total Assets EOYFMV$15,951,664TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$6,024,083CapitalStockBOYAmt
Capital Stock EOY$6,024,083CapitalStockEOYAmt
Retained Earning BOY$3,288,637RetainedEarningBOYAmt
Retained Earning EOY$3,925,277RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,312,720TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,949,360TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,312,720TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,949,360TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,312,720TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$636,640ExcessRevenueOverExpensesAmt
Subtotal$9,949,360SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,949,360TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
S/T CAPITAL GAIN (LOSS), TOCQUEVILLE SECURITIES (SEE SCHEDULE)P$931,846$843,664$88,182$88,182
L/T CAPITAL GAIN (LOSS), TOCQUEVILLE SECURITIES (SEE SCHEDULE)P$2,284,499$1,893,848$390,651$390,651
CAPITAL GAIN DIVIDENDSP$11,245
CAPITAL GAIN DIVIDENDSP$11,245
FieldValueIRS element (for citing)
Capital Gain Net Income$490,078CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,481InvestmentIncomeExciseTaxAmt
Subtotal$9,481SubtotalAmt
Tax Based On Investment Income$9,481TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,649EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$4,649TotalPaymentsAndCreditsAmt
Tax Due$4,832TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GENIE STRINGERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9019373820PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15100 WHEELIS DRIVE SUITE 106AddressLine1Txt
CityMEMPHISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38117ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Relying Current Ntc Dsstr Asst1Yes (X)RelyingCurrentNtcDsstrAsst1Ind
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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
E ELKAN SCHEIDT
5100 WHEELIS DRIVE STE 106MEMPHISTN38117VICE PRES0$0$0$0
SUSAN SCHEIDT ARNEY
5100 WHEELIS DRIVE STE 106MEMPHISTN38117VICE PRES0$0$0$0
RUDI E SCHEIDT JR
5100 WHEELIS DRIVE STE 106MEMPHISTN38117VICE PRES0$0$0$0
HELEN SCHEIDT GRONAUER
5100 WHEELIS DRIVE STE 106MEMPHISTN38117VICE PRES0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Description2NOT APPLICABLEDescription2Txt
Description3NOT APPLICABLEDescription3Txt
Description4NOT APPLICABLEDescription4Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$13,632,003AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,267,140AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$9,844FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,908,987TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,908,987AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$223,635CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,685,352NetVlNoncharitableAssetsAmt
Minimum Investment Return$734,268MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$734,268MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,481TaxBasedOnInvestmentIncomeAmt
Total Tax$9,481TotalTaxAmt
Distributable Before Adj$724,787DistributableBeforeAdjAmt
Distributable Before Ded$724,787DistributableBeforeDedAmt
Distributable As Adjusted$724,787DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$759,050ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$759,050QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$724,787DistributableAsAdjustedAmt
Undistributed Income PY$287,152UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Qualifying Distributions$759,050QualifyingDistributionsAmt
Applied To Year1$287,152AppliedToYear1Amt
Applied To Current Year$471,898AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Undistributed Income CY$252,889UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHELEN S GRONAUERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15100 WHEELIS DRIVE STE 106AddressLine1Txt
CityMEMPHISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38117ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9016828371RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LEVITT SHELL
1928 POPLAR AVEMEMPHISTN38104UNRELATEDPCSUPPORT FOR THE OPERATIONS OF LEVITT SHELL$10,000
PRESBYTERIAN SCHOOL
40 OAKDALE STREETHOUSTONTX77006UNRELATEDPCSUPPORT FOR THE OPERATIONS OF PRESBYTERIAN SCHOOL$2,000
TULANE UNIVERSITY
6823 ST CHARLES AVENEUENEW ORLEANSLA70118UNRELATEDPCSUPPORT FOR THE OPERATIONS OF TULANE UNIVERSITY$15,000
DIXON GALLERY AND GARDEN
4339 PARK AVENUEMEMPHISTN38117UNRELATEDPCSUPPORT FOR THE OPERATIONS OF DIXON GALLERY AND GARDEN$20,000
MEMPHIS BROOKS MUSEUM
1934 POPLAR AVEMEMPHISTN38117UNRELATEDPCSUPPORT FOR THE OPERATIONS OF MEMPHIS BROOKS MUSEUM$5,000
MEMPHIS OPPORTUNITY SCHOLARSHIP FUND
1000 RIDGE LAKE BLVDMEMPHISTN38120UNRELATEDPCSUPPORT FOR OPERATIONS OF MEMPHIS OPPORTUNITY SCHOLARSHIP$10,000
ASPEN JEWISH CONGREGATION
77 MEADOWOOD DRIVEASPENCO81611UNRELATEDPCSUPPORT FOR THE OPERATIONS OF ASPEN JEWISH CONGREGATION$110,000
MEMPHIS LIBRARY FOUNDATION
3030 POPLAR AVEMEMPHISTN38111UNRELATEDPCSUPPORT FOR THE OPERATIONS OF MEMPHIS LIBRARY FOUNDATION$5,000
CHURCH HEALTH CENTER
1350 CONCOURSE AVENUEMEMPHISTN38104UNRELATEDPCSUPPORT FOR THE OPERATIONS OF CHURCH HEALTH CENTER$10,000
CONGREGATION EMANU-EL
1500 SUNSET BLVDHOUSTONTX77005UNRELATEDPCSUPPORT FOR THE OPERATIONS OF CONGREGATION EMANU-EL$3,650
OPERA MEMPHIS
6745 WOLF RIVER BLVDMEMPHISTN38120UNRELATEDPCSUPPORT FOR OPERATIONS OF OPERA MEMPHIS$5,000
REGIONAL ONE FOUNDATION
877 JEFFERSON AVEMEMPHISTN38103UNRELATEDPCSUPPORT FOR OPERATIONS OF REGIONAL ONE FOUNDATION$30,000
UNIVERSITY OF MEMPHIS FOUNDATION
3775 CENTRAL AVEMEMPHISTN38157UNRELATEDPCSUPPORT FOR OPERATIONS OF THE UNIVERSITY OF MEMPHIS FOUNDATION$225,000
TEMPLE ISRAEL
1376 E MASSEY ROADMEMPHISTN38120UNRELATEDPCSUPPORT FOR OPERATIONS OF TEMPLE ISRAEL$160,000
MEMPHIS UNIVERSITY SCHOOL
6191 PARK AVEMEMPHISTN38119UNRELATEDPCSUPPORT FOR THE OPERATIONS OF MEMPHIS UNIVERSITY SCHOOL$10,000
ST GEORGE'S SCHOOL
8252 POPLAR AVEGERMANTOWNTN38139UNRELATEDPCSUPPORT FOR THE OPERATIONS OF ST. GEORGE'S SCHOOL$5,000
LAUSANNE COLLEGIATE SCHOOL
1381 W MASSEY ROADMEMPHISTN38120UNRELATEDPCSUPPORT FOR THE OPERATIONS OF LAUSANNE COLLEGIATE SCHOOL$11,500
SHELBY FARMS CONSERVANCY
6903 GREAT VIEW DR NMEMPHISTN38134UNRELATEDPCSUPPORT FOR THE OPERATIONS OF SHELBY FARMS CONSERVANCY$10,000
JAZZ ASPEN SNOWMASS
110 E HALLAM STREETASPENCO81611UNRELATEDPCSUPPORT FOR THE OPERATIONS OF JAZZ ASPEN SNOWMASS$19,250
PLOUGH TOWERS
6580 POPLAR AVEGERMANTOWNTN38138UNRELATEDPCSUPPORT FOR THE OPERATIONS OF PLOUGH TOWERS$5,000
MEMPHIS JEWISH COMMUNITY CENTER
6560 POPLAR AVEMEMPHISTN38138UNRELATEDPCSUPPORT THE OPERATIONS OF THE MEMPHIS JEWISH COMMUNITY CENTER$5,000
ASPEN FILM
110 E HALLAM STASPENCO81611UNRELATEDPCSUPPORT FOR OPERATIONS OF ASPEN FILM$3,400
DECATUR FIRE DEPARTMENT
690 EAST MAIN STPARSONSTN38363UNRELATEDPCSUPPORT FOR OPERATIONS OF THE DECATUR FIRE DEPT$200
ASPEN ANIMAL SHELTER
101 ANIMAL SHELTER ROADASPENCO81611UNRELATEDPCSUPPROT FOR OPERATIONS OF THE ASPEN ANIMAL SHELTER$500
ANSHE EMET SYNAGOGUE
3751 N BROADWAYCHICAGOIL60613UNRELATEDPCSUPPROT FOR OPERATIONS OF ANSHE EMET SYNAGOGUE$3,550
THE JEWISH FEDERATION
PO BOX 157NEW YORKNY10268UNRELATEDPCSUPPORT FOR OPERATIONS OF THE JEWISH FOUNDATION$50,000
GERMANTOWN PERFORMING ARTS CENTER
1801 EXETER ROADGERMANTOWNTN38138UNRELATEDPCFOR SUPPORT OF THE OPERATIONS OF GERMANTOWN PERFORMING ARTS CENTER$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$759,050TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,220ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$252,341ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$490,078ExclusionAmt
FieldValueIRS element (for citing)
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$743,639ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$743,639TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonHELEN H SCHEIDT CLATContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15100 WHEELIS DRIVE STE 106AddressLine1Txt
CityMEMPHISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38117ZIPCd
FieldValueIRS element (for citing)
Total Contributions$718,025TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryMAX A. PIWONKA, CPACategoryTxt
Amt$2,000Amt
Net Investment Income$2,000NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMARKEL CORPBondNm

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (65 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE$12,226$1,656,372
COCA COLA$9,765$561,666
TRUIST FINANCIAL CORP$780$90,276
ADOBE SYSTEMS$137,477$133,862
ALPHABET$139,741$362,649
AMAZON$295,353$559,200
AMERICAN EXPRESS$152,837$264,678
APPLE$199,169$361,456
ASML HOLDINGS$121,524$104,245
AUTODESK$0
BECTON DICKINSON$260,345$256,959
BERKSHIRE HATHAWAY$226,298$496,012
BOSTON SCIENTIFIC$211,225$504,120
BROOKFIELD ASSET MNGMT LTD$133,144$211,996
CHEVRON$123,874$126,497
COLGATE$435,613$552,889
COMCAST$293,922$268,134
DANAHER$114,480$126,515
DEERE & CO$56,053$194,251
DIAMONDBACK ENERGY$98,019$114,900
DISNEY$373,998$317,460
EMERSON ELECTRIC$117,049$138,044
EXPEDIA$0
EXXON MOBIL$125,180$140,136
FEDEX$229,386$246,465
FORTIVE CORP$127,318$118,574
FORTUNE BRANDS$63,086$72,080
FREEPORT-MCMORAN$67,005$67,530
HONEYWELL$199,826$205,680
ISHARES TR CHINA$0
ISHARES GOLD$401,673$596,160
ISHARES TR GLOBAL$0
JP MORGAN$184,073$294,044
KEURIG$109,299$120,103
L3 HARRIS$0
LVMH$107,240$106,735
MARTIN MARIETTA$43,580$136,238
MARVEL TECHNOLOGY$0
MEDTRONIC$124,707$127,628
MERCK$147,475$358,120
MICROSOFT$39,091$609,525
NEXTERA ENERGY$2,526
NIKE$0
NINTENDO$136,644$162,606
NOVO NORDISK$54,926$61,013
NVIDIA CORP$193,458$564,230
OAKTREE DIV INC FD$700,006$716,842
OCCIDENTAL PETRO;EUM$130,200$115,253
ON SEMICONDUCTOR$129,712$126,882
PALO ALTO$34,168$136,925
PEPSICO$149,419$181,027
PFIZER$143,215$141,500
QUALCOMM$217,340$244,155
REPUBLIC SERVICES$127,506$277,200
REVVITY$202,763$225,321
SCHWABB$0
SYSCO$0
THERMO FISHER SCIENTIFIC$344,330$355,108
TAIWAN SEMICONDUCTOR MFG$64,511$124,804
TRIMBLE$133,083$145,200
UNION PACIFIC$129,566$128,799
WEYERHAEUSER CO.$145,844$215,253
DREYFUS MONEY MARKET$959,994$959,994
FIDELITY MONEEY MARKET$0
FIMM GOVT PORTFILMONEY MARKET$128,011$128,011

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ESTIMATED TAXES$5,764$4,649$4,649
MISCELLANEOUS RECEIVABLE$5,195$5,195

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
MISCELLANEUS EXPENSE$563
BANK FEES$742
TN ANNUAL REPORT$21

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLEAOUS INCOMEDesc
Revenue And Expenses Per Books$11RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEESCategoryTxt
Amt$57,563Amt
Net Investment Income$57,563NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX WITHHELD-DIVIDENDS$1,981$1,981
FEDERAL TAX$3,115

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