WEN FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WEN FOUNDATION INC (EIN 20-1036465)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202423189349102512
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)
Return2024-11-13T11:03:33-08:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN820506505PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Amy Elle CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 4784AddressLine1Txt
CityKetchumCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83340ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201036465EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WEN Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWENFBusinessNameControlTxt
Phone2083421842PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 2724AddressLine1Txt
CityBoiseCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWilhelm NorthropPersonNm
Person TitlePresidentPersonTitleTxt
Signature2024-11-13SignatureDt
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 PersonAmy Elle CPAPreparerPersonNm
PTINP00084460PTIN
Phone2087267031PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$16,722ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Gross Sales Price$16,722GrossSalesPriceAmt
Total Rev And Expnss$16,723TotalRevAndExpnssAmt
Total Net Invst Incm$1TotalNetInvstIncmAmt
Total Adj Net Incm$1TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$450AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$450AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$450AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$81OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$81OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$81OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$81OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$531TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$531TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$531TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$531TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,531TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$531TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$531TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$16,531TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$192ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,473CashBOYAmt
Cash EOY$6,664CashEOYAmt
Other Assets EOY$1OtherAssetsEOYAmt
Total Assets BOY$6,473TotalAssetsBOYAmt
Total Assets EOY$6,665TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,473NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,665NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,473TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,665TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,473TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,665TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,473TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$192ExcessRevenueOverExpensesAmt
Subtotal$6,665SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,665TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
26 AppleP2007-01-052023-12-19$5,036$80$4,956$4,956
Basis correction Apple StockP2007-01-052023-12-19$4,956-$4,956-$4,956
30 AppleP2007-01-052023-07-31$11,686$195$11,491$11,491
Basis correction Apple StockP2027-01-052023-07-31$11,491-$11,491-$11,491
FieldValueIRS element (for citing)
Net Short Term Capital Gain Loss-$11,491NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Due$0TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 StateIDOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Wilhelm NorthropBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2083421842PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 2724AddressLine1Txt
CityBoiseCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83701ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Wilhelm E Northrop
PO Box 2724BoiseID83701President1.00$0
Patricia M Northrop
PO Box 2724BoiseID83701Treasurer1.00$0
Diane Jager
301 BraemereBoiseID83702Secretary1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Lend financial support in the areas of Education, Arts & Culture, Youth, Social Services, Environment and Regional interests.Description1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,531ExpensesAndContributionsAmt
Qualifying Distributions$16,531QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$13,023ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,022ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$22,519ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$13,832ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$15,753ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$75,149TotalExcessDistributionCyovAmt
Qualifying Distributions$16,531QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$16,531RemainingDistriFromCorpusAmt
Total Corpus$91,680TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$13,023ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$78,657ExcessDistriCyovToNextYrAmt
Excess From Year4$10,022ExcessFromYear4Amt
Excess From Year3$22,519ExcessFromYear3Amt
Excess From Year2$13,832ExcessFromYear2Amt
Excess From Year1$15,753ExcessFromYear1Amt
Excess From Current Year$16,531ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWilhelm E NorthropContributingManagerNm
Contributing ManagerPatricia M NorthropContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Interfaith Sanctuary
PO Box 9334BoiseID83707NonePub.General Operating Support$500
Idaho Shakespeare Festival
PO Box 9365BoiseID83707NonePub.General operating support$500
The Campfire Foundation
PO Box 2724BoiseID83701YesPvt.General operating$2,000
The Cabin
801 S Capitol BlvdBoiseID83702NonePub.General operating$1,500
Learning Lab
308 E 36th StreetGarden CityID83714NonePub.General operating$1,000
Treasure Valley Family YMCA
1050 W State StreetBoiseID83702NonePub.General operating$500
The Wilderness Land Trust
PO Box 1420CarbondaleCO81623NonePub.General operating$500
Teton Valley Ranch Education Founda
PO Box 4915JacksonWY83001NonePub.General operating$1,000
Scenic Hudson
One Civic Center Plaza Suite 200PoughkeepsieNY12601NonePub.General operating$2,000
National Outdoor Leadership
284 Lincoln StLanderWY82520NonePub.General operating$1,500
Mini Joys
PO Box 1879PlymouthNH03264NonePub.General operating$500
Holderness School
PO Box 1879PlymouthNH03264NonePub.General operating$1,000
Blaine County Rec District
1050 Fox Acres Rd 107HaileyID83333NonePub.General operating$500
Wassmuth Center
775 W Fulton StBoiseID83702NonePub.General operating$1,000
Sun Valley Writer's Conf
580 Fourth Street East 240KetchumID83340NonePub.General operating$1,000
Sun Valley Music Festival
120 North 2nd Ave 103KetchumID83340NonePub.General operating$500
St Luke's Hospice
3330 E Louise Dr Suite 400MeridianID83646NonePub.General operating$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1TotalIncomeProducingActyAmt

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 PersonWilhelm and Patricia NorthropContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 2724AddressLine1Txt
CityBoiseCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83701ZIPCd
FieldValueIRS element (for citing)
Total Contributions$16,722TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountingCategoryTxt
Amt$450Amt
Net Investment Income$450NetInvestmentIncomeAmt
Adjusted Net Income$450AdjustedNetIncomeAmt
Disbursements Charitable Prps$450DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescRoundingDesc
EOY Book Value$1EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank chargesDesc
Revenue And Expenses Per Books$81RevenueAndExpensesPerBooksAmt
Net Investment Income$81NetInvestmentIncomeAmt
Adjusted Net Income$81AdjustedNetIncomeAmt
Disbursements Charitable Prps$81DisbursementsCharitablePrpsAmt

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