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MAGGIE WELBY FOUNDATION: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MAGGIE WELBY FOUNDATION (EIN 20-3983205)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202403209349203895
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T08:46:04-08:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431667230PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHN HOFF CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11833 LAKE SAINT LOUIS BLVDAddressLine1Txt
CityLAKE SAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63367ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203983205EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAGGIE WELBY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAGGBusinessNameControlTxt
Phone3145208221PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 NEEDLE CTAddressLine1Txt
CityOFALLONCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63368ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTACIE BALLARDPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2024-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN HOFF CPAPreparerPersonNm
PTINP00028229PTIN
Phone6365614400PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.MAGGIEWELBY.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$105,342GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$4,941ContributionsGiftsGrantsEtcAmt
Investment Income$2,187InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$98,214FundraisingGrossIncomeAmt
Special Events Direct Expenses$42,068SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$56,146SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$63,274TotalRevenueAmt
Grants And Similar Amounts Paid$66,353GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,646FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$7,485OtherExpensesTotalAmt
Total Expenses$75,484TotalExpensesAmt
Excess Or Deficit For Year-$12,210ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$73,225NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$6,140OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$67,155NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$73,225BOYAmt
EOY$67,155EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$73,225BOYAmt
EOY$67,155EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$73,225BOYAmt
EOY$67,155EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTHE MAGGIE WELBY FOUNDATION ("FOUNDATION") WAS CREATED TO PROVIDE FINANCIAL ASSISTANCE FOR CHILDREN IN NEED, FAMILIES IN NEED, AND ORGANIZATIONS BENEFITING CHILDREN. THE FOUNDATION'S MAIN FOCUS IS ON A SCHOLARSHIP AND GRANT PROGRAM. THE SCHOLARSHOP PROGRAM OFFERS FINANCIAL ASSISTANCE FOR CHILDREN IN GRADES KINDERGARTEN THROUGH GRADUATING HIGH SCHOOL. THE SCHOLARSHIPS ARE AWARDED ANNUALLY FOR CHILDREN WHO DEMONSTRATE A FINANCIAL NEED AND COMPLETE THE MAGGIE WELBY FOUNDATION SCHOLARSHIP APPLICATION. THE GRANT PROGRAM OFFERS GRANTS FOR CHILDREN AND FAMILIES THAT HAVE A FINANCIAL NEED. GRANTS MAY BE EXTENED TO CHILDREN AND FAMILIES IN NEED OF HELP WITH BILLS, ATHLETICE OPPORTUNITIES, OR MEDICAL NEEDS. ALL GRANTS AWARDED FOR A FAMILY ARE PAID DIRECTLY TO THE SPECIFIC ORGANIATION FOR WHICH THE GRANT WAS APPLIED. ORGANIZATIONS THAT DIRECTLY BENEFIT CHILDREN CAN ALSO RECEIVE GRANTS ON AN ANNUAL BASIS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
GRANTS & SCHOLARSHIPS: INSPIRED BY THE LIFE AND MEMORY OF MAGGIE WELBY, THE MAGGIE WELBY FOUNDATION SEEKS TO AID STUDENTS (GRADES K-12) AND FAMILIES IN FINANCIAL NEED, IN ORDER TO HELP FULFILL THE DREAMS AND HOPES THAT MAGGIE REALIZED IN EVERY PERSON SHE TOUCHED DURING HER LIFE. THIS INCLUDES SCHOLARSHIPS AND GRANTS IN AMOUNTS RANGIN FROM $250 TO $8,000. THERE WERE 48 SCHOLARSHIP RECIPIENTS FOR CHILDREN ATTENDING 44 DIFFERENT SCHOOLS.$61,003
EDUCATION 7 AWARENESS: THE MAGGIE WELBY FOUNDATION ANNUALLY INCREASE THE GENERAL PUBLIC'S AWARENESS OF THE FOUNDATION'S CHARITABLE MISSION AND TO EDUCATE AND INFORM FAMILIES WITH CHIRLDREN IN NEED OF THE OPPORTUNITIES THAT ARE AVAILABLE THROUGH THE MAGGIE WELBY GRANTS AND SCHOLARSHIP PROGRAM.$5,350
FieldValueIRS element (for citing)
Total Program Service Expenses$5,350TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JAMIE WELBY
President7.00$0
JAMES D WELBY
Secretary7.00$0
CHRIS CORRIGAN
Vice President3.00$0
STACIE BALLARD
Treasurer5.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJAMES WELBYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 NEEDLE CTAddressLine1Txt
CityOFALLONCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63368ZIPCd
FieldValueIRS element (for citing)
Phone3145208221PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,936CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,965CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,475CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,976CurrentTaxYearMinus1YearAmt
Current Tax Year$4,941CurrentTaxYearAmt
Total$61,293TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,936CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,965CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,475CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,976CurrentTaxYearMinus1YearAmt
Current Tax Year$4,941CurrentTaxYearAmt
Total$61,293TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$61,293PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,435CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,576CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,875CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,432CurrentTaxYearMinus1YearAmt
Current Tax Year$2,187CurrentTaxYearAmt
Total$10,505TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$71,798TotalSupportAmt
Public Support CY1700.85370PublicSupportCY170Pct
Public Support PY1700.89830PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$50,687GrossReceiptsEvent1Amt
Gross Revenue Event1$50,687GrossRevenueEvent1Amt
Non Cash Prizes Event1$5,255NonCashPrizesEvent1Amt
Rent Facility Costs Event1$12,563RentFacilityCostsEvent1Amt
Food And Beverage Event1$11,769FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$1,585OtherDirectExpensesEvent1Amt
Event2TRIVIA NIGHTEvent2Nm
Gross Receipts Event2$47,527GrossReceiptsEvent2Amt
Gross Revenue Event2$47,527GrossRevenueEvent2Amt
Non Cash Prizes Event2$4,000NonCashPrizesEvent2Amt
Rent Facility Costs Event2$761RentFacilityCostsEvent2Amt
Food And Beverage Event2$3,891FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$2,244OtherDirectExpensesEvent2Amt
Gross Receipts Total$98,214GrossReceiptsTotalAmt
Gross Revenue Total Events$98,214GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$9,255NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$13,324RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$15,660FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$3,829OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$42,068DirectExpenseSummaryEventsAmt
Net Income Summary$56,146NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.1Class of Activity: SCHOLARSHIPS $5,000 | Relationship of Donee: none | Cash Amount Given: $52590
Grants and Similar Amounts Paid In Excess of $5,000.2Class of Activity: SCHOLARSHIPS $5,000 | Relationship of Donee: none | Cash Amount Given: $8413
Grants and Similar Amounts Paid In Excess of $5,000.3Class of Activity: GRANTS LESS THAN $5,000 | Relationship of Donee: none | Cash Amount Given: $5350
Other Expenses.1002Office Expenses $4380
Other Expenses.1TELEPHONE $2470
Other Expenses.2WEBSITE $635

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