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MAGGIE WELBY FOUNDATION: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MAGGIE WELBY FOUNDATION (EIN 20-3983205)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202313199349206866
Schema version
2022v5.0
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)
Return2023-11-15T11:30:29-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTACIEPersonFirstNm
Person LastBALLARDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN HOFF CPAPreparerPersonNm
PTINP00028229PTIN
Phone6365614400PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

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$107,743GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$7,976ContributionsGiftsGrantsEtcAmt
Investment Income$2,432InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$97,335FundraisingGrossIncomeAmt
Special Events Direct Expenses$39,771SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$57,564SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$67,972TotalRevenueAmt
Grants And Similar Amounts Paid$58,739GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$5,200FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$7,256OtherExpensesTotalAmt
Total Expenses$71,195TotalExpensesAmt
Excess Or Deficit For Year-$3,223ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$88,310NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$11,862OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$73,225NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$88,310BOYAmt
EOY$73,225EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$88,310BOYAmt
EOY$73,225EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$88,310BOYAmt
EOY$73,225EOYAmt
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 30 SCHOLARSHIP RECIPIENTS FOR CHILDREN ATTENDING 26 DIFFERENT SCHOOLS.$48,413$48,413
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.$10,326
FieldValueIRS element (for citing)
Total Program Service Expenses$58,739TotalProgramServiceExpensesAmt

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$29,865CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,936CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,965CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,475CurrentTaxYearMinus1YearAmt
Current Tax Year$7,976CurrentTaxYearAmt
Total$86,217TotalAmt

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$29,865CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,936CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,965CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,475CurrentTaxYearMinus1YearAmt
Current Tax Year$7,976CurrentTaxYearAmt
Total$86,217TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$86,217PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,444CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,435CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,576CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,875CurrentTaxYearMinus1YearAmt
Current Tax Year$2,432CurrentTaxYearAmt
Total$9,762TotalAmt

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$95,979TotalSupportAmt
Public Support CY1700.89830PublicSupportCY170Pct
Public Support PY1700.91950PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$49,099GrossReceiptsEvent1Amt
Gross Revenue Event1$49,099GrossRevenueEvent1Amt
Cash Prizes Event1$6,723CashPrizesEvent1Amt
Rent Facility Costs Event1$12,737RentFacilityCostsEvent1Amt
Food And Beverage Event1$13,142FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$344OtherDirectExpensesEvent1Amt
Event2TRIVIA NIGHTEvent2Nm
Gross Receipts Event2$48,236GrossReceiptsEvent2Amt
Gross Revenue Event2$48,236GrossRevenueEvent2Amt
Cash Prizes Event2$388CashPrizesEvent2Amt
Rent Facility Costs Event2$970RentFacilityCostsEvent2Amt
Food And Beverage Event2$5,467FoodAndBeverageEvent2Amt
Gross Receipts Total$97,335GrossReceiptsTotalAmt
Gross Revenue Total Events$97,335GrossRevenueTotalEventsAmt
Cash Prizes Total Events$7,111CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$13,707RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$18,609FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$344OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$39,771DirectExpenseSummaryEventsAmt
Net Income Summary$57,564NetIncomeSummaryAmt

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: $40413
Grants and Similar Amounts Paid In Excess of $5,000.2Class of Activity: SCHOLARSHIPS $5,000 | Relationship of Donee: none | Cash Amount Given: $8000
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: $10326
Other Expenses.1002Office Expenses $4430
Other Expenses.1TELEPHONE $2176
Other Expenses.2WEBSITE $650

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