Civic Intelligence

The Schadt Foundation

990PF • Fiscal year 2013 • EIN 62-6040050

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 07, 2014

PO Box 242049Memphis, TN 38124-2049

(901) 683-0700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

65th percentile

12%

Higher net margin than 65% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

48th percentile

1.1%

Faster asset growth than 48% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$4,470,566

Up $50,213 (+1.1%) from 2012

Net Assets

Up

$4,470,566

Up $50,213 (+1.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$414,689

No earlier filing loaded for comparison.

Expenses

Down

$364,510

Down $19,643 (-5.1%) from 2012

Net Income

$50,179

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $4,678,071Liabilities 2010: $0Net Assets 2010: $4,678,0712010Assets 2011: $4,477,792Liabilities 2011: $0Net Assets 2011: $4,477,7922011Assets 2012: $4,420,353Liabilities 2012: $0Net Assets 2012: $4,420,3532012Assets 2013: $4,470,566Liabilities 2013: $0Net Assets 2013: $4,470,5662013Assets 2014: $4,547,987Liabilities 2014: $1Net Assets 2014: $4,547,9872014Assets 2015: $4,426,030Liabilities 2015: $1Net Assets 2015: $4,426,0302015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2013

Assets$4,470,566
Liabilities$0
Net Assets$4,470,566

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$5.0M$0-$5.0MExpenses 2010: $387,5552010Expenses 2011: $392,2012011Expenses 2012: $384,1532012Revenue 2013: $414,689Expenses 2013: $364,510Net Income 2013: $50,1792013Revenue 2014: $452,210Expenses 2014: $374,789Net Income 2014: $77,4212014Revenue 2015: $241,798Expenses 2015: $363,755Net Income 2015: -$121,9572015Revenue 2016: $15,280Expenses 2016: $4,441,310Net Income 2016: -$4,426,0302016

Highlighted filing

2013

Revenue$414,689
Expenses$364,510
Net Income$50,179
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 7, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN C SCHADTPresident-$0--
LYNN SCHADT THOMASSecretary-$0--
CHARLES SCHADT JRDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantARTSMEMPHISSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$68,833
Paid GrantTEACH FOR AMERICASUPPORTPUBLIC CHARITYNEW YORK, NY, US$25,000
Paid GrantRISE FOUNDATIONSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$20,000
Paid GrantALL OTHERS 5000 OR LESS PER DONEESUPPORTPUBLIC CHARITYMEMPHIS, TN, US$12,500
Paid GrantMEMPHIS OPPORTUNITY SCHOLARSHIP TRUSTSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$11,000
Paid GrantBRIDGES INCSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$10,000
Paid GrantCHURCH HEALTH CENTERSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$10,000
Paid GrantFACING HISTORY OURSELVESSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$10,000
Paid GrantMEMPHIS ZOOSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$10,000
Paid GrantST MARY'S EPISCOPAL SCHOOLSUPPORTSCHOOLMEMPHIS, TN, US$10,000
Paid GrantUNIVERSITY OF MEMPHIS FOUNDATIONSUPPORTPUBLIC FOUNDATIONMEMPHIS, TN, US$10,000
Paid GrantSYNERGY TREATMENT CENTERSSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$9,000
Paid GrantBLUE STREAK SCHOLARSHIP FUNDSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$7,500
Paid GrantBOYS & GIRLS CLUBS OF MEMPHISSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Paid GrantCHICKASAW COUNCIL OF BOY SCOUTS OF AMERICASUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Paid GrantCHURCH OF THE HOLY COMMUNIONSUPPORTCHURCHMEMPHIS, TN, US$5,000
Paid GrantEMMANUEL EPISCOPAL CENTERSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Paid GrantEXCHANGE CLUB FAMILY CENTERSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Paid GrantGIRLS INC OF MEMPHISSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Paid GrantHUTCHISON SCHOOLSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Paid GrantIDLEWILD PRESBYTERIANSUPPORTCHURCHMEMPHIS, TN, US$5,000
Paid GrantJUNIOR ACHIEVEMENTSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Paid GrantMEMPHIS ATHLETICS MINISTRIES5SUPPORTPUBLIC CHARITYMEMPHSI, TN, US$5,000
Paid GrantMEMPHIS CHILD ADVOCACY CENTERSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Paid GrantMEMPHIS REGIONAL PLANNED PARENTHOODSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Paid GrantMEMPHIS UNIVERSITY SCHOOLSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Paid GrantMIDSOUTH FOOD BANKSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Paid GrantMIFASUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Paid GrantNATIONAL CIVIL RIGHTS MUSEUMSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Paid GrantPORTER LEATH CHILDRENS CENTERSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Paid GrantRHODES COLLEGESUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Paid GrantSALVATION ARMYSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Paid GrantSAMARITAN COUNSELING CENTERSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Paid GrantSHELBY COUNTY BOOKS FROM BIRTHSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Paid GrantTREZEVANT MANOR FOUNDATIONSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Paid GrantUNITED WAY OF THE MIDSOUTHSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Paid GrantYOUTH VILLAGESSUPPORTPUBLIC CHARITYMEMPHIS, TN, US$5,000
Filing and Contact Details

Filer

EIN
62-6040050
Phone
9016830700

Signing Officer

Name
Stephen C Schadt
Title
President
Phone
9016830700
Signed
2014-11-07
Discuss with paid preparer
Yes

Preparer

Preparer
Carolyn B Glover
Phone
9017614848
Raw XML AppendixShowing 400 of 856 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2067485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt216380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2235457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2313340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2460428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25-1977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt27-35
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2842956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29118912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt225612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt58168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7238540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt815250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt919000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1040711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1238000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1341202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15124388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt168409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1823000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1967485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2045000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2245000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23300000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2542956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26118912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0879.0178 CORE FIXED INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12133.106 OPPENHEIMER MLP SELECT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23859.8924 SHORT DURATION FIXED INC FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3186.2213 CORE FIXED INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4145.6545 CORE FIXED INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5830.1967 CORE FIXED INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6186.2494 CORE FIXED INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc724913.5646 CORE FIXED INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81210.0198 DTC EQUITY OPPORTUNITY FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91486.9307 DTC EQUITY OPPORTUNITY FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101591.1853 INTERNATIONAL EQUITY FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1150.3823 INTERNATIONAL EQUITY FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121544.32 LARGE CAP US EQUITY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc136160.9054 SHORT DURATION FIXED INC FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14119.3745 SHORT DURATION FIXED INC FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1518746.1298 SHORT DURATION FIXED INC FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16199.7853 SMALL/MID CAP US EQUITY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc172.1701 SMALL/MID CAP US EQUITY FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18487.6994 SMALL/MID CAP US EQUITY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19COMMON TRUST FUNDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20COMMON TRUST FUNDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc211410.216 LONGLEAF PARTNERS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc225977.286 LONGLEAF PARTNERS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc231273.705 LONGLEAF PARTNERS SMALL CAP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc249325.459 LONGLEAF PARTNERS SMALL CAP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc252927.400 LONGLEAF INTERNATIONAL FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26SECTION 1256 LOSSES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27SECTION 1256 LOSSES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28THRU GT ERISA FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142013-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152013-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162013-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172013-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182013-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192013-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202013-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212013-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222013-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232013-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0365829
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt050179
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt036
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt070
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04470602
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04420353
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04470566
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0231631
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0231631
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0231631
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0239311
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07680
IRS990PF/DistributableAmountGrp/TotalTaxAmt07680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03554
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04250
IRS990PF/FMVAssetsEOYAmt04984289
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03481204
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03481204
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt08383
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt034274
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt034274
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04406626
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04430418
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04944141
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0939149
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0989362
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05344
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05874
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05874
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04420353
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04470566
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04984289
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04420353
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04470566
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04420353
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04470566
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04859114
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt086175
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04772939
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt072887
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0239311
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04786227
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04859114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHEN C SCHADT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LYNN SCHADT THOMAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHARLES SCHADT JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine104821 SHADY GROVE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine114821 SHADY GROVE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine124821 SHADY GROVE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0MEMPHIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1MEMPHIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2MEMPHIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode038117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode138117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode238117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0377509
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0381349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0349880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0357909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0356760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0354564
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0419191
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.078874
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.077879
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.074435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.076856
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.087149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.078050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03840
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04786227
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04492605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04808366
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04641935
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04068474
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05370778
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0333833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.394369

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