WILLIAM E SCHMIDT FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM E SCHMIDT FOUNDATION INC (EIN 35-1884241)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349102071
- Schema version
- 2025v4.1
- 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-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T10:09:50-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351346211 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARDING SHYMANSKI & CO PSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3677 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47735 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351884241 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM E SCHMIDT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8124649161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6783 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477190783 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHESTER SCHMIDT | PersonNm |
| Person Title | CHAIRMAN OF THE BOARD | PersonTitleTxt |
| Phone | 8124649161 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE R GRAHAM | PreparerPersonNm |
| PTIN | P00742467 | PTIN |
| Phone | 8124649161 | PhoneNum |
| Preparation | 2026-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $52,786,587 | 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 | $1,100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,089 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,089 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $941,544 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $941,544 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,932,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,305,777 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,932,164 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $74,672 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23,971 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,951,569 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,899,768 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $84,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $67,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $253,026 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $253,026 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $32,311 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $32,311 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,613 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,474 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $139 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $58,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,751 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $48,649 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,754 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $67,754 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $245,556 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $19,521 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,133 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,133 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $7,800 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,800 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,684,249 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $155,381 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,528,868 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,435,842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $184,739 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,025,068 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $364,920 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $364,920 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,800,762 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $184,739 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,389,988 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,150,807 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,715,029 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $342,147 | CashBOYAmt |
| Cash EOY | $627,693 | CashEOYAmt |
| Cash EOYFMV | $627,693 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $44,294 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $81,205 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $44,294 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $44,294 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $14,392,808 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,462,408 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,159,297 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,514,063 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,351,012 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,895,442 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,476 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,815 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,795 | LandBOYAmt |
| Land EOY | $661 | LandEOYAmt |
| Land EOYFMV | $661 | LandEOYFMVAmt |
| Other Assets BOY | $57,570 | OtherAssetsBOYAmt |
| Other Assets EOY | $59,200 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $59,200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $34,389,588 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,545,268 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,786,587 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,427 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,334 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,812 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,778 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,239 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,112 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $34,379,349 | RetainedEarningBOYAmt |
| Retained Earning EOY | $45,530,156 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,379,349 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,530,156 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,389,588 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,545,268 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,379,349 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,150,807 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $45,530,156 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,530,156 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (122 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ARES CAPITAL CORP COM | P | 2025-01-23 | 2025-05-15 | $8,652 | $9,360 | -$708 | -$708 |
| COREWEAVE INC COM | P | 2025-11-11 | 2025-12-19 | $38,985 | $46,088 | -$7,103 | -$7,103 |
| CROWDSTRIKE HLDINGS INC | P | 2024-08-05 | 2025-01-29 | $3,939 | $2,167 | $1,772 | $1,772 |
| CROWDSTRIKE HLDINGS INC | P | 2024-08-05 | 2025-02-07 | $4,223 | $2,167 | $2,056 | $2,056 |
| CROWDSTRIKE HLDINGS INC | P | 2024-08-05 | 2025-02-26 | $3,975 | $2,167 | $1,808 | $1,808 |
| DELL TECHNOLOGIES | P | 2024-08-12 | 2025-02-20 | $4,187 | $3,374 | $813 | $813 |
| FIRST TR EXCHNG TRADED FD | P | 2024-12-31 | 2025-08-28 | $7,236 | $6,856 | $380 | $380 |
| FIRST TR EXCHNG TRADED FD | P | 2024-12-31 | 2025-09-11 | $10,931 | $10,134 | $797 | $797 |
| FIRST TR EXCHNG TRADED FD | P | 2024-12-31 | 2025-09-18 | $7,314 | $6,756 | $558 | $558 |
| FIRST TR EXCHNG TRADED FD | P | 2024-12-31 | 2025-09-19 | $10,978 | $10,134 | $844 | $844 |
| JP MORGAN EXCHANGE TRADED FD | P | 2025-02-12 | 2025-08-12 | $11,263 | $11,797 | -$534 | -$534 |
| MORGAN STANLEY DIRECT LENDING COM | P | 2025-05-15 | 2025-05-15 | $5,946 | $6,246 | -$300 | -$300 |
| THE TRADE DESK INC | P | 2025-02-13 | 2025-12-03 | $11,588 | $24,630 | -$13,042 | -$13,042 |
| THE TRADE DESK INC | P | 2025-02-13 | 2025-12-03 | $3,863 | $7,459 | -$3,596 | -$3,596 |
| THE TRADE DESK INC | P | 2025-02-13 | 2025-12-03 | $3,863 | $6,245 | -$2,382 | -$2,382 |
| THE TRADE DESK INC | P | 2025-02-13 | 2025-12-03 | $3,863 | $5,460 | -$1,597 | -$1,597 |
| THE TRADE DESK INC | P | 2025-02-13 | 2025-12-03 | $3,863 | $5,039 | -$1,176 | -$1,176 |
| APPLIED MATLS INC NOTE | P | 2022-04-27 | 2025-10-01 | $250,000 | $250,077 | -$77 | -$77 |
| AUTONATION INC COM | P | 2022-10-07 | 2025-02-28 | $3,620 | $2,011 | $1,609 | $1,609 |
| AUTONATION INC COM | P | 2022-10-07 | 2025-08-12 | $12,242 | $6,033 | $6,209 | $6,209 |
| BLACKSTONE INC | P | 2022-09-23 | 2025-12-03 | $12,144 | $6,159 | $5,985 | $5,985 |
| DELL TECHNOLOGIES | P | 2024-08-12 | 2025-10-08 | $8,137 | $4,820 | $3,317 | $3,317 |
| DISNEY WALT CO MTN | P | 2017-12-29 | 2025-09-17 | $250,000 | $250,000 | $0 | $0 |
| EXXON MOBILE CORP | P | 2018-01-26 | 2025-03-06 | $200,000 | $196,976 | $3,024 | $3,024 |
| FIRST TR EXCHNG TRADED FD | P | 2024-03-07 | 2025-08-06 | $72,390 | $67,050 | $5,340 | $5,340 |
| INVESCO EXCH TRADED FD TR II | P | 2024-01-23 | 2025-08-22 | $10,488 | $8,115 | $2,373 | $2,373 |
| INVESCO EXCH TRADED FD TR II | P | 2024-01-23 | 2025-09-15 | $10,834 | $8,115 | $2,719 | $2,719 |
| INVESCO EXCH TRADED FD TR II | P | 2024-04-01 | 2025-09-15 | $7,584 | $6,099 | $1,485 | $1,485 |
| INVESCO EXCH TRADED FD TR II | P | 2024-04-01 | 2025-09-19 | $11,069 | $8,713 | $2,356 | $2,356 |
| INVESCO EXCH TRADED FD TR II | P | 2024-04-12 | 2025-09-19 | $11,069 | $8,290 | $2,779 | $2,779 |
| INVESCO EXCH TRADED FD TR II | P | 2024-04-15 | 2025-09-19 | $5,535 | $4,086 | $1,449 | $1,449 |
| INVESCO EXCH TRADED FD TR II | P | 2024-04-19 | 2025-09-19 | $5,535 | $4,022 | $1,513 | $1,513 |
| INVESCO EXCH TRADED FD TR II | P | 2024-06-12 | 2025-09-19 | $38,742 | $29,921 | $8,821 | $8,821 |
| INVESCO EXCH TRADED FD TR II | P | 2024-06-12 | 2025-10-15 | $73,022 | $55,568 | $17,454 | $17,454 |
| INVESCO EXCHANGE TRADED FD TR | P | 2022-05-05 | 2025-10-15 | $16,355 | $9,521 | $6,834 | $6,834 |
| INVESCO EXCHANGE TRADED FD TR | P | 2022-05-05 | 2025-10-15 | $1,797 | $926 | $871 | $871 |
| INVESCO EXCHANGE TRADED FD TR | P | 2022-05-09 | 2025-10-15 | $33,291 | $18,500 | $14,791 | $14,791 |
| INVESCO EXCHANGE TRADED FD TR | P | 2022-09-19 | 2025-10-15 | $1,828 | $1,000 | $828 | $828 |
| INVESCO EXCHANGE TRADED FD TR | P | 2022-09-23 | 2025-10-15 | $1,944 | $1,000 | $944 | $944 |
| INVESCO EXCHANGE TRADED FD TR | P | 2022-10-11 | 2025-10-15 | $215 | $107 | $108 | $108 |
| INVESCO EXCHANGE TRADED FD TR | P | 2023-03-02 | 2025-10-15 | $1,715 | $1,000 | $715 | $715 |
| INVESCO EXCHANGE TRADED FD TR | P | 2024-05-28 | 2025-10-15 | $22,461 | $17,830 | $4,631 | $4,631 |
| INVESCO EXCHANGE TRADED FD TR | P | 2024-06-05 | 2025-10-15 | $17,969 | $14,206 | $3,763 | $3,763 |
| INVESCO EXCHANGE TRADED FD TR | P | 2024-06-06 | 2025-10-15 | $35,937 | $28,364 | $7,573 | $7,573 |
| INVESCO EXCHANGE TRADED FD TR | P | 2024-06-12 | 2025-10-15 | $89,843 | $73,272 | $16,571 | $16,571 |
| INVESCO EXCHANGE TRADED FD TR | P | 2023-03-17 | 2025-09-19 | $14,372 | $10,544 | $3,828 | $3,828 |
| INVESCO EXCHANGE TRADED FD TR | P | 2023-03-20 | 2025-09-19 | $20,490 | $15,000 | $5,490 | $5,490 |
| INVESCO EXCHANGE TRADED FD TR | P | 2023-07-21 | 2025-09-19 | $111,674 | $91,000 | $20,674 | $20,674 |
| INVESCO EXCHANGE TRADED FD TR | P | 2024-02-26 | 2025-09-19 | $80,889 | $69,126 | $11,763 | $11,763 |
| PRECISION CASTPARTS CORP | P | 2021-12-08 | 2025-06-16 | $500,000 | $509,796 | -$9,796 | -$9,796 |
| UNITED STATES TREAS NTS | P | 2018-01-22 | 2025-02-18 | $500,000 | $481,191 | $18,809 | $18,809 |
| UNITED STATES TREAS SER | P | 2021-10-04 | 2025-07-31 | $500,000 | $491,172 | $8,828 | $8,828 |
| UNITED STATES TREAS SER | P | 2021-09-01 | 2025-09-30 | $500,000 | $492,051 | $7,949 | $7,949 |
| UNITED STATES TREAS SER | P | 2023-08-16 | 2025-07-31 | $500,000 | $497,969 | $2,031 | $2,031 |
| UNITED STATES TREAS SER | P | 2021-06-01 | 2025-04-30 | $500,000 | $496,816 | $3,184 | $3,184 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-01-23 | $49,970 | $16,269 | $33,701 | $33,701 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-02-06 | $249,970 | $81,791 | $168,179 | $168,179 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-02-10 | $49,970 | $16,401 | $33,569 | $33,569 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-02-12 | $99,970 | $32,877 | $67,093 | $67,093 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-02-13 | $49,970 | $16,269 | $33,701 | $33,701 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-06-24 | $49,970 | $16,302 | $33,668 | $33,668 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-06-27 | $74,970 | $24,131 | $50,839 | $50,839 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-07-03 | $109,970 | $34,889 | $75,081 | $75,081 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-07-21 | $69,970 | $22,103 | $47,867 | $47,867 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-07-23 | $249,970 | $78,276 | $171,694 | $171,694 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-07-24 | $199,970 | $62,576 | $137,394 | $137,394 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-07-25 | $224,970 | $70,116 | $154,854 | $154,854 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-08-06 | $249,970 | $78,428 | $171,542 | $171,542 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-08-11 | $124,970 | $39,031 | $85,939 | $85,939 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-08-12 | $124,970 | $38,592 | $86,378 | $86,378 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-08-28 | $249,970 | $76,460 | $173,510 | $173,510 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-09-08 | $249,970 | $76,496 | $173,474 | $173,474 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-09-11 | $499,970 | $150,838 | $349,132 | $349,132 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-09-15 | $199,970 | $60,065 | $139,905 | $139,905 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-09-18 | $299,970 | $89,866 | $210,104 | $210,104 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-10-24 | $299,970 | $87,930 | $212,040 | $212,040 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-10-28 | $149,970 | $43,331 | $106,639 | $106,639 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-11-10 | $99,970 | $29,013 | $70,957 | $70,957 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-11-19 | $1,799,970 | $538,991 | $1,260,979 | $1,260,979 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-11-20 | $874,970 | $266,115 | $608,855 | $608,855 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-11-21 | $1,499,970 | $451,727 | $1,048,243 | $1,048,243 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-30 | 2025-11-24 | $2,499,970 | $741,401 | $1,758,569 | $1,758,569 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-30 | 2025-11-25 | $2,649,970 | $778,774 | $1,871,196 | $1,871,196 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-09-11 | 2025-11-26 | $2,599,970 | $758,827 | $1,841,143 | $1,841,143 |
| VANGUARD 500 INDEX ADMIRAL | P | 2015-10-30 | 2025-11-28 | $2,399,970 | $696,706 | $1,703,264 | $1,703,264 |
| VISA INC NOTE | P | 2021-05-21 | 2025-12-15 | $200,000 | $203,484 | -$3,484 | -$3,484 |
| WORKDAY INC COM | P | 2022-08-26 | 2025-08-12 | $21,439 | $16,830 | $4,609 | $4,609 |
| CALL ABNB | P | 2025-08-12 | 2025-08-13 | $2,126 | $92 | $2,034 | $2,034 |
| CALL CRWV | P | 2025-12-19 | 2025-12-22 | $21,322 | $16,754 | $4,568 | $4,568 |
| CALL SPY | P | 2025-07-24 | 2025-07-25 | $10,552 | $38,702 | -$28,150 | -$28,150 |
| CALL SPY | P | 2025-07-03 | 2025-07-07 | $2,470 | $10,074 | -$7,604 | -$7,604 |
| CALL SPY | P | 2025-06-10 | 2025-06-11 | $2,515 | $6,983 | -$4,468 | -$4,468 |
| CALL SPY | P | 2025-03-28 | 2025-03-31 | $3,252 | $1,613 | $1,639 | $1,639 |
| CALL SPY | P | 2025-07-25 | 2025-07-28 | $6,103 | $26,462 | -$20,359 | -$20,359 |
| CALL SPY | P | 2025-07-03 | 2025-07-07 | $1,998 | $5,340 | -$3,342 | -$3,342 |
| CALL SPY | P | 2025-07-21 | 2025-07-22 | $2,108 | $5,633 | -$3,525 | -$3,525 |
| CALL SPY | P | 2025-08-11 | 2025-08-12 | $8,220 | $13,561 | -$5,341 | -$5,341 |
| CALL SPY | P | 2025-08-12 | 2025-08-13 | $8,220 | $14,649 | -$6,429 | -$6,429 |
| CALL SPY | P | 2025-08-28 | 2025-08-29 | $8,220 | $15,355 | -$7,135 | -$7,135 |
| CALL SPY | P | 2025-09-08 | 2025-09-09 | $8,220 | $15,107 | -$6,887 | -$6,887 |
| CALL SPY | P | 2025-07-23 | 2025-07-24 | $5,205 | $22,051 | -$16,846 | -$16,846 |
| CALL SPY | P | 2025-02-07 | 2025-02-10 | $2,114 | $1,645 | $469 | $469 |
| CALL SPY | P | 2025-08-06 | 2025-08-07 | $2,188 | $4,127 | -$1,939 | -$1,939 |
| CALL SPY | P | 2025-08-28 | 2025-08-29 | $3,773 | $12,127 | -$8,354 | -$8,354 |
| CALL SPY | P | 2025-01-08 | 2025-01-09 | $2,162 | $1,249 | $913 | $913 |
| CALL SPY | P | 2025-04-07 | 2025-04-08 | $2,169 | $116 | $2,053 | $2,053 |
| CALL SPY | P | 2025-09-15 | 2025-09-16 | $4,333 | $14,313 | -$9,980 | -$9,980 |
| CALL SPY | P | 2025-09-11 | 2025-09-12 | $2,287 | $5,860 | -$3,573 | -$3,573 |
| CALL SPY | P | 2025-09-11 | 2025-09-12 | $2,988 | $6,114 | -$3,126 | -$3,126 |
| CALL SPY | P | 2025-09-11 | 2025-09-12 | $3,058 | $6,114 | -$3,056 | -$3,056 |
| CALL SPY | P | 2025-09-11 | 2025-09-12 | $1,956 | $4,791 | -$2,835 | -$2,835 |
| CALL SPY | P | 2025-06-06 | 2025-06-09 | $17,201 | $11,768 | $5,433 | $5,433 |
| CALL SPY | P | 2025-09-18 | 2025-09-19 | $2,215 | $5,649 | -$3,434 | -$3,434 |
| CALL SPY | P | 2025-03-28 | 2025-03-31 | $1,704 | $77 | $1,627 | $1,627 |
| CALL SPY | P | 2025-09-18 | 2025-09-19 | $2,310 | $4,383 | -$2,073 | -$2,073 |
| CALL SPY | P | 2025-04-07 | 2025-04-08 | $1,469 | $93 | $1,376 | $1,376 |
| CALL SPY | P | 2025-09-19 | 2025-09-22 | $2,065 | $3,752 | -$1,687 | -$1,687 |
| CALL TTD | P | 2025-12-03 | 2025-12-04 | $1,366 | $551 | $815 | $815 |
| CALL TTD | P | 2025-12-03 | 2025-12-04 | $1,196 | $105 | $1,091 | $1,091 |
| CALL TTD | P | 2025-12-03 | 2025-12-04 | $1,527 | $361 | $1,166 | $1,166 |
| CALL TTD | P | 2025-12-03 | 2025-12-04 | $1,883 | $336 | $1,547 | $1,547 |
| CALL TTD | P | 2025-12-03 | 2025-12-04 | $1,883 | $276 | $1,607 | $1,607 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,932,164 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $190,639 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $190,639 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $190,639 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $210,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $210,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,361 | OverpaymentAmt |
| Applied To ES Tax | $19,361 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | SCHMIDTCOMPETITION.ORG | WebsiteAddressTxt |
| Individual With Books | HARDING SHYMANSKI CO PSC | IndividualWithBooksNm |
| Phone | 8124649161 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 SE THIRD ST STE 500 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| CHESTER SCHMIDT | ||||||||
| PO BOX 6783 | EVANSVILLE | IN | 477190783 | CHAIRMAN | 1.00 | $12,000 | $0 | $0 |
| DOUGLAS SCHMIDT | ||||||||
| PO BOX 6783 | EVANSVILLE | IN | 477190783 | TREASURER | 1.00 | $12,000 | $0 | $0 |
| J MICHAEL SMALL | ||||||||
| PO BOX 6783 | EVANSVILLE | IN | 477190783 | SECRETARY | 1.00 | $12,000 | $0 | $0 |
| ELIZABETH HAMILTON | ||||||||
| PO BOX 6783 | EVANSVILLE | IN | 477190783 | PRESIDENT | 1.00 | $12,000 | $0 | $0 |
| CHESTER SCHMIDT IV | ||||||||
| PO BOX 6783 | EVANSVILLE | IN | 477190783 | BOARD MEMBER | 1.00 | $12,000 | $0 | $0 |
| JANET PETERSON | ||||||||
| PO BOX 6783 | EVANSVILLE | IN | 477190783 | BOARD MEMBER | 1.00 | $12,000 | $0 | $0 |
| CHRISTINE GOERKE HOLLOWAY | ||||||||
| PO BOX 6783 | EVANSVILLE | IN | 477190783 | BOARD MEMBER | 1.00 | $12,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,844,729 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,863,393 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $107,751 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,815,873 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,815,873 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $762,238 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,053,635 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,502,682 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,502,682 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $190,639 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $190,639 | TotalTaxAmt |
| Distributable Before Adj | $2,312,043 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,312,043 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,312,043 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,389,988 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,389,988 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,312,043 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,119,537 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,389,988 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,119,537 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $270,451 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,041,592 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LINDA MCALISTER EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 EAST 5TH STREET SUITE 406 | AddressLine1Txt |
| City | COVINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5137832583 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION AND RULES ARE AVAILABLE FROM THE FOUNDATION WEBSITE: WWW.SCHMIDTCOMPETITION.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATION DEADLINES ARE DISCLOSED AND ANNUALLY ON THE FOUNDATION WEBSITE AND APPLICATION. | SubmissionDeadlinesTxt |
| Restrictions On Awards | HIGH SCHOOL SOPHOMORES, JUNIORS, OR SENIORS FROM AREAS WHERE COMPETITIONS ARE HELD WITH WRITTEN RECOMMENDATION BY CHORAL DIRECTOR OR VOCAL TEACHER. FOR INFORMATION CONTACT: SCHMIDTCOMPINFO@GMAIL.COM | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ARAPAHO UNITED METHODIST CHURCH | |||||||
| 1400 W ARAPAHO RD | RICHARDSON | TX | 75080 | PC | DONATION | $6,000 | |
| AUDITION AIR | |||||||
| PO BOX 250351 | WEST BLOOMFIELD | MI | 48325 | PC | DONATION | $8,000 | |
| BALTIMORE OPERA | |||||||
| 11 WEST MOUNT VERNON PLACE SUITE | BALTIMORE | MD | 21201 | PC | DONATION | $250 | 307 |
| BEA GADDY FAMILY CENTERS INC | |||||||
| 425 N CHESTER ST | BALTIMORE | MD | 21231 | PC | DONATION | $5,000 | |
| CHIMES FOUNDATION INCORPORATED | |||||||
| 4815 SETON DRIVE | BALTIMORE | MD | 21215 | PC | DONATION | $2,250 | |
| DAN SCISM COLLEGE SCHOLARSHIP FUND | |||||||
| 601 PFEIFFER RD | EVANSVILLE | IN | 47711 | PC | SCHOLARSHIP SPONSOR | $25,000 | |
| EVANSVILLE PHILHARMONIC ORCHESTRA | |||||||
| 20 NW 3RD ST 500 | EVANSVILLE | IN | 47708 | PC | DONATION | $15,000 | |
| EPISCOPAL SCHOOL OF NASHVILLE | |||||||
| 1310 ORDWAY PL | NASHVILLE | TN | 37206 | PC | DONATION | $5,000 | |
| GLEANERS FOOD BANK OF INDIANA INC | |||||||
| 3737 WALDEMERE AVE | INDIANAPOLIS | IN | 46241 | PC | DONATION | $8,000 | |
| HELEN B GOODLIN FOUNDATION | |||||||
| C/O HUA WANG TREASURER 13290 | SAN DIEGO | CA | 92129 | PC | CONTEST FUNDS | $15,000 | TRAILHEAD PLACE |
| MANATEE TECHNICAL COLLEGE | |||||||
| 6305 FL-70 | BRADENTON | FL | 34203 | PC | DONATION | $30,000 | |
| MATTHEW 25 INC | |||||||
| 101 NW 1ST ST 215 | EVANSVILLE | IN | 47713 | PC | DONATION | $2,500 | |
| MATTINGLY CHARITIES | |||||||
| 2 CORPORATE DRIVE STE 923 | SHELTON | CT | 06484 | PC | GRANT | $8,270 | |
| MIAMI UNIVERSITY | |||||||
| 501 E HIGH ST | OXFORD | OH | 45056 | PC | DONATION | $25,000 | |
| NASHVILLE ADULT LITERACY COUNCIL INC | |||||||
| 4805 PARK AVE | NASHVILLE | TN | 37209 | PC | DONATION | $250 | |
| NAVY LEAGUE MEMPHIS COUNCIL | |||||||
| 2095 EXESTER RD SUITE 80-377 | GERMANTOWN | TN | 38138 | PC | DONATION | $5,000 | |
| NETWORK OF COMMUNITY MINISTRIES | |||||||
| 1500 INTERNATIONAL PKWY STE 300 | RICHARDSON | TX | 75081 | PC | DONATION | $1,000 | |
| NORTH TEXAS PUBLIC BROADCASTING INC | |||||||
| 1516 FIRST AVE | DALLAS | TX | 75210 | PC | DONATION | $1,000 | |
| PHILIP BROOKS HOUSE ASSOCIATION INC | |||||||
| HARVARD YARD | CAMBRIDGE | MA | 02138 | PC | DONATION | $1,000 | |
| SARASOTA OPERA ASSOCIATION | |||||||
| 1 N PINEAPPLE AVE | SARASOTA | FL | 34236 | PC | YOUTH OPERA PLEDGE | $60,000 | |
| ST DAVID'S EPISCOPAL CHURCH | |||||||
| 6501 PENNYWELL DR | NASHVILLE | TN | 37205 | PC | DONATION | $3,500 | |
| ST LUKE'S COMMUNITY HOUSE | |||||||
| 5601 NEW YORK AVE | NASHVILLE | TN | 37209 | PC | GRANT | $500 | |
| TENNESSEE GOLF FOUNDATION | |||||||
| 400 FRANKLIN ROAD | FRANKLIN | TN | 37069 | PC | SCHOLARSHIP | $40,000 | |
| THE HANDEL CHOIR OF BALTIMORE | |||||||
| 120 ALLEGHENY AVENUE | TOWNSON | MD | 21204 | PC | DONATION | $500 | |
| THE JUNIPER FUND | |||||||
| PO BOX 30829 | SEATTLE | WA | 98103 | PC | DONATION | $1,000 | |
| TRANSFORMATION LIFE CENTER | |||||||
| 395 FLOYD ACKERT ROAD | WEST PARK | NY | 12493 | PC | DONATION | $1,000 | |
| TRANSFORMATION NASHVILLE | |||||||
| 1319 RIVERWOOD DR | NASHVILLE | TN | 37216 | PC | DONATION | $20,000 | |
| UNIVERSITY OF EVANSVILLE | |||||||
| 1800 LINCOLN AVE | EVANSVILLE | IN | 47722 | PC | DONATION | $32,400 | |
| YMCA CAMP CARSON | |||||||
| 2034 OUTER LAKE ROAD | PRINCETON | IN | 47670 | PC | MILITARY FAMILY SUPPORT | $42,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $364,920 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,089 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $941,544 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $15,917 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,932,164 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| APPLICANT FEES | $28,432 |
| BOARD MEMBERSHIP FEES | $700 |
| SCHMIDT SUMMER INSTITUTE | $21,569 |
| MISCELLANEOUS INCOME | $8,054 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,891,714 | ExclusionAmt |
| Related Or Exempt Function Incm | $58,755 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,950,469 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | INCOME RECEIVED IN RELATION TO EXEMPT PURPOSE OF THE FOUNDATION | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $58,400 | Amt |
| Net Investment Income | $9,751 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $48,649 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $11,351,012 | EOYBookValueAmt |
| EOYFMV | $11,895,442 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS | StockNm |
| EOY Book Value | $33,462,408 | EOYBookValueAmt |
| EOYFMV | $40,159,297 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,613 | LegalFeesAmt |
| Net Investment Income | $1,474 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $139 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN WES ENERGY RESOURCES, LLC | $56,971 | $58,601 | $58,601 |
| SECURITY DEPOSIT | $599 | $599 | $599 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $930 | $0 | $930 |
| DUES | $1,838 | $0 | $1,838 |
| INSURANCE | $9,606 | $3,492 | $6,114 |
| INVESTMENT FEES | $150,128 | $150,128 | $0 |
| OFFICE SUPPLIES | $22,159 | $250 | $21,909 |
| POSTAGE | $6,135 | $0 | $6,135 |
| TRAVEL | $162,818 | $1,326 | $161,492 |
| ADVERTISING | $51,230 | $0 | $51,230 |
| MARKETING | $14,136 | $0 | $14,136 |
| UTILITIES | $10,190 | $0 | $10,190 |
| WEBSITE | $21,113 | $185 | $20,928 |
| COMPETITION EXPENSES | $337,947 | $0 | $337,947 |
| SCHOLARSHIP PAYMENTS | $530,100 | $0 | $530,100 |
| CONFERENCES | $8,884 | $0 | $8,884 |
| SCHMIDT VOCAL INSTITUTE | $93,185 | $0 | $93,185 |
| GRANTS AWARDED | $124,034 | $0 | $124,034 |
| CONTINUING PORFESSIONAL EDUCATION | $1,222 | $0 | $1,222 |
| OTHER SVA PROGRAMS | $57,000 | $0 | $57,000 |
| PUBLIC RELATIONS | $81,594 | $0 | $81,594 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME FROM WES ENERGY K-1 | $15,917 | $15,917 | $15,917 |
| APPLICANT FEES | $28,432 | $28,432 | |
| BOARD MEMBERSHIP FEES | $700 | $700 | |
| SCHMIDT SUMMER INSTITUTE | $21,569 | $21,569 | |
| MISCELLANEOUS INCOME | $8,054 | $8,054 | $8,054 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES WITHHELD | Desc |
| BOY Book Value | $1,812 | BOYBookValueAmt |
| EOY Book Value | $1,778 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $30,017 | $0 | $30,017 |
| IT FEES | $3,290 | $0 | $3,290 |
| PROFESSIONAL FEES | $34,447 | $0 | $34,447 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED PAYMENTS | $210,000 | $0 | $0 |
| TAX DUE WITH PRIOR YEAR RETURN | $15,607 | $0 | $0 |
| TAXES - OTHER | $165 | $0 | $165 |
| PAYROLL TAX | $19,356 | $0 | $19,356 |
| PENALTIES | $428 | $0 | $0 |
Comments