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MAGGIE WELBY FOUNDATION: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MAGGIE WELBY FOUNDATION (EIN 20-3983205)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202213199349208386
Schema version
2021v4.2
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)
Return2022-11-15T16:23:25-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17733 FORSYTH BLVD SUITE 1200AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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
Phone3145208221PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTACIEPersonFirstNm
Person LastBALLARDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKARYN A NUNNPreparerPersonNm
PTINP00958489PTIN
Phone3148622070PhoneNum
Preparation2022-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$86,704GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$9,475ContributionsGiftsGrantsEtcAmt
Investment Income$7,162InvestmentIncomeAmt
Fundraising Gross Income$70,067FundraisingGrossIncomeAmt
Special Events Direct Expenses$35,901SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$34,166SpecialEventsNetIncomeLossAmt
Total Revenue$50,803TotalRevenueAmt
Grants And Similar Amounts Paid$56,785GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$4,570OtherExpensesTotalAmt
Total Expenses$61,355TotalExpensesAmt
Excess Or Deficit For Year-$10,552ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$95,290NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$3,572OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$88,310NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$95,290BOYAmt
EOY$88,310EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$95,290BOYAmt
EOY$88,310EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$95,290BOYAmt
EOY$88,310EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
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 SCHOLARSHIP 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 EXTENDED TO CHILDREN AND FAMILIES IN NEED OF HELP WITH BILLS, ATHLETIC OPPORTUNITIES, OR MEDICAL NEEDS. ALL GRANTS AWARDED FOR A FAMILY ARE PAID DIRECTLY TO THE SPECIFIC ORGANIZATION 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 RANGING FROM $4,000 TO $500.THERE WERE 29 SCHOLARSHIP RECIPIENTS FOR CHILDREN ATTENDING 18 DIFFERENT SCHOOLS.$48,685$48,685
EDUCATION & AWARENESS: THE MAGGIE WELBY FOUNDATION ANNUALLY INCREASES THE GENERAL PUBLIC'S AWARENESS OF THE FOUNDATION'S CHARITABLE MISSION AND TO EDUCATE AND INFORM FAMILIES WITH CHILDREN IN NEED OF THE OPPORTUNITIES THAT ARE AVAILABLE THROUGH THE MAGGIE WELBY GRANTS AND SCHOLARSHIPS PROGRAM.$0$8,100
FieldValueIRS element (for citing)
Total Program Service Expenses$56,785TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMIE WELBY
PRESIDENT7.00$0$0$0
JIM WELBY
SECRETARY7.00$0$0$0
STACIE BALLARD
TREASURER5.00$0$0$0
CHRIS CORRIGAN
VICE PRESIDENT3.00$0$0$0
NIKKI PLAYLE
BOARD MEMBER2.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JIM WELBYBusinessNameLine1Txt

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 Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)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$57,611CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,865CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,936CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,965CurrentTaxYearMinus1YearAmt
Current Tax Year$9,475CurrentTaxYearAmt
Total$135,852TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$57,611CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,865CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,936CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,965CurrentTaxYearMinus1YearAmt
Current Tax Year$9,475CurrentTaxYearAmt
Total$135,852TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,936SubstantialContributorsTotAmt
Public Support Total170$132,916PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,367CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,444CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,435CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,576CurrentTaxYearMinus1YearAmt
Current Tax Year$2,875CurrentTaxYearAmt
Total$8,697TotalAmt
FieldValueIRS element (for citing)
Total Support$144,549TotalSupportAmt
Gross Receipts Rltd Activities$419,089GrossReceiptsRltdActivitiesAmt
Public Support CY1700.91950PublicSupportCY170Pct
Public Support PY1700.95930PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1TRIVIA NIGHTEvent1Nm
Gross Receipts Event1$29,005GrossReceiptsEvent1Amt
Gross Revenue Event1$29,005GrossRevenueEvent1Amt
Cash Prizes Event1$2,431CashPrizesEvent1Amt
Rent Facility Costs Event1$495RentFacilityCostsEvent1Amt
Food And Beverage Event1$1,638FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$2,110OtherDirectExpensesEvent1Amt
Event2GOLF TOURNAMENTEvent2Nm
Gross Receipts Event2$42,115GrossReceiptsEvent2Amt
Charitable Contri Event2$1,053CharitableContriEvent2Amt
Gross Revenue Event2$41,062GrossRevenueEvent2Amt
Cash Prizes Event2$1,691CashPrizesEvent2Amt
Rent Facility Costs Event2$9,284RentFacilityCostsEvent2Amt
Food And Beverage Event2$9,809FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$8,443OtherDirectExpensesEvent2Amt
Gross Receipts Total$71,120GrossReceiptsTotalAmt
Charitable Contributions Tot$1,053CharitableContributionsTotAmt
Gross Revenue Total Events$70,067GrossRevenueTotalEventsAmt
Cash Prizes Total Events$4,122CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$9,779RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$11,447FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$10,553OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$35,901DirectExpenseSummaryEventsAmt
Net Income Summary$34,166NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INVESTMENT INCOME. AMOUNT: 7,162.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIPS LESS THAN $5,000. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 37,225.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: GRANTS LESS THAN $5,000. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 4,460.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIPS OVER $5,000. GRANTEE NAME: ST. DOMINIC HIGH SCHOOL. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 7,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SPONSORSHIPS LESS THAN $5,000. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 8,100. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 56,785.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: OFFICE EXPENSE. AMOUNT: 4,570.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: UNREALIZED GAIN/LOSS IN INVESTMENTS. AMOUNT: 3,572.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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