Erik R Heldt Memorial Fund in Hermann, Missouri (MO)
Table of contents:
| Erik R Heldt Memorial Fund | |
| Employer Identification Number (EIN) | 432084717 |
| Name of Organization | Erik R Heldt Memorial Fund |
| In Care of Name | Gary Heldt |
| Address | 1097 Highway 94, Hermann, MO 65041-2903 |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 07/2006 |
| Deductibility | Contributions are deductible |
| Foundation | Organization which receives a substantial part of its support from a governmental unit or the general public |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Required to file Form 990-N - Income less than $25,000 per year |
| Asset Amount | $77,476 |
| Amount of Income | $35,620 |
| Form 990 Revenue Amount | $17,857 |
| National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards |
Non-representatives - add comments:
Amount of income in 2013: $35,620 (it was $33,435 in 2012)
| This organization: | $35,620 |
| Other organizations performing similar types of work: | $41,680 |
Assets in 2013: $77,476 (it was $76,238 in 2012)
| This organization: | $77,476 |
| Other organizations performing similar types of work: | $65,579 |
Expenses in 2013: $16,619
| This organization: | $16,619 |
| Other organizations performing similar types of work: | $24,470 |
Income to expenses ratio in 2013: 2.1
| Erik R Heldt Memorial Fund: | 2.1 |
| Other organizations performing similar types of work: | 0.5 |
Grants share in income in 2013: 0.3%
| This organization: | 0.3% |
| Other organizations performing similar types of work: | 9.0% |
Revenue for 2013
Support schedule
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total revenue | $17,670 | $17,281 | $17,857 |
| Contributions, gifts, grants, and similar amounts received | $380 | $0 | $50 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 |
| Membership dues and assessments | $0 | $0 | $0 |
| Investment income | $702 | $371 | $297 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 |
| Net income/loss from gaming and fundraising events | $16,588 | $16,910 | $16,510 |
| Gross income from gaming | $0 | $0 | $0 |
| Gross income from fundraising events | $30,560 | $33,064 | $34,273 |
| Less: direct expenses from gaming and fundraising events | $13,972 | $16,154 | $17,763 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $1,000 |
| Total expenses | $16,300 | $16,310 | $16,619 |
| Total net assets | $75,267 | $76,238 | $77,476 |
| Excess/Deficit for the year | $1,370 | $971 | $1,238 |
| Net assets or fund balances at beginning of year | $73,897 | $75,267 | $76,238 |
| Other changes in net assets or fund balances | $0 | $0 | $0 |
| Net assets or fund balances at end of year | $76,238 | $77,476 | |
| Balance Sheets | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total assets | $75,267 | $76,238 | $77,476 |
| Total liabilities | $0 | $0 | $0 |
| Net assets or fund balances | $75,267 | $76,238 | $77,476 |
| Other Information | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
| Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013) | |
| 2009 - 2013 Total | |
|---|---|
| Public support | $154,808 |
| Subtotal | $154,808 |
| Gifts, grants, contributions, and membership fees received | $1,620 |
| Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | $0 |
| Gross receipts from activities that are not an unrelated trade or business under section 513 | $153,188 |
| Tax revenues levied for the organization's benefit and either paid to or expended on its behalf | $0 |
| The value of services or facilities furnished by a governmental unit to the organization without charge | $0 |
| Less | $0 |
| Amounts received from disqualified persons | $0 |
| Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support | $0 |
| Total support | $159,043 |
| Public support | $154,808 |
| Subtotal | $4,235 |
| Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | $4,235 |
| Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 | $0 |
| Net income from unrelated business activities, whether or not the business is regularly carried on | $0 |
| Other income | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Us-Central Asia Education Foundation | 124 U St Nw, Washington, DC 20001-1606 | DC | 2007-10 | $4,838,252 |
| 2 | Subsea Tieback Scholarship Fund | 5418 Woodbury St, Fulshear, TX 77441-4139 | TX | 2007-10 | $101,112 |
| 3 | Tom Mcmahon Construction Scholarship Fund | 4441 S Abilene Cir, Aurora, CO 80015-1047 | CO | 2006-11 | $18,033 |
| 4 | Walter & Frederica Evans Tr 08762741 | PO BOX 387, Saint Louis, MO 63166-0387 | MO | 2003-11 | $11,385,583 |
| 5 | Medco Foundation | 1 Express Way, Saint Louis, MO 63121-1824 | MO | 2010-05 | $3,047,187 |
| 6 | Henry A Jubel Foundation | 3668 S Geyer Rd Ste 210, Saint Louis, MO 63127-1232 | MO | 2012-02 | $1,550,090 |
| 7 | Missouri Scholarship And Loan Foundation | 633 Spirit Dr, Chesterfield, MO 63005-1243 | MO | 2014-08 | $1,379,322 |
| 8 | Stupp Bros Bridge & Iron Co Foundation | 3800 Weber Rd, St Louis, MO 63125-1160 | MO | 1974-10 | $1,322,576 |
| 9 | St Louis American Foundation | 2315 Pine St, Saint Louis, MO 63103-2218 | MO | 1994-12 | $798,050 |
| 10 | Soulard Oktoberfest Llc | 1000 Geyer Ave Ste A, Saint Louis, MO 63104-3969 | MO | 2006-01 | $659,490 |
| 11 | Inspire Stl | Po Box 693, Saint Louis, MO 63188 | MO | 2012-03 | $543,374 |
| 12 | William Hubel Foundation Tr | PO BOX 66916, Saint Louis, MO 63166-6916 | MO | 2007-03 | $501,221 |
| 13 | Thomas M Paul Memorial Trust | PO BOX 387, Saint Louis, MO 63166-0387 | MO | 2006-03 | $494,933 |
| 14 | Upsilon Omega Foundation Inc | 3900 Goodfellow Blvd, Saint Louis, MO 63120-1531 | MO | 1997-02 | $436,373 |
| 15 | Scott Elizabeth R Charitable Trust | PO BOX 66916, Saint Louis, MO 63166-6916 | MO | 1999-07 | $427,607 |
| 16 | Anna M Guilander Scholarship Trust | 135 N Meramec Ave Fl 3, Clayton, MO 63105-3751 | MO | 2010-12 | $368,071 |
| 17 | Adz Scholarship Educational And Endowment Foundation Inc | Po Box 175, Rolla, MO 65402 | MO | 2012-10 | $281,124 |
| 18 | St Louis Blues Alumni Association | 1401 Clark Ave, Saint Louis, MO 63103-2700 | MO | 2006-06 | $273,665 |
| 19 | Brian M Anselmo Memorial Foundation | 901 West 121st Street, Kansas City, MO 64145 | MO | 2009-07 | $265,973 |
| 20 | Ruth D & Wylie Todd Charitable Foundation | Co 307 Cabin Grove Lane, Saint Louis, MO 63141 | MO | 2008-12 | $253,585 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 23,481 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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