WILSON WHEREWITHAL FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: WILSON WHEREWITHAL FOUNDATION (EIN 45-3341944)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-14
IRS object ID: 202243189349106044
Schema version: 2021v4.0
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
Form 990-PF
Schedule B
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Other Decreases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-14T15:02:01-08:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	760625995	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Edward J Walsh & Associates	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 538	AddressLine1Txt
City	Galveston	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77553	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	453341944	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WILSON WHEREWITHAL FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WILS	BusinessNameControlTxt
Phone	4095392055	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 538	AddressLine1Txt
City	GALVESTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77553	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BERT WILSON GEARY	PersonNm
Person Title	PRES/DIR	PersonTitleTxt
Signature	2022-11-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	BERT WILSON	PersonFirstNm
Person Last	GEARY	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KEVIN C WALSH	PreparerPersonNm
PTIN	P00007498	PTIN
Phone	4097634626	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,296,934	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$223,500	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$23,481	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$23,481	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$23,481	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$318,133	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,136,917	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$318,133	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$54,548	NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss	$565,114	TotalRevAndExpnssAmt
Total Net Invst Incm	$341,614	TotalNetInvstIncmAmt
Total Adj Net Incm	$78,029	TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss	$20,256	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$20,256	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$910	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$910	TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$21,166	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$21,166	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$331,922	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$331,922	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$353,088	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$21,166	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$331,922	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$212,026	ExcessRevenueOverExpensesAmt
Net Investment Income	$320,448	NetInvestmentIncomeAmt
Adjusted Net Income	$78,029	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$131,343	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$100,380	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$100,380	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$237,799	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$221,339	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$225,370	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$1,020,400	CorporateStockBOYAmt
Corporate Stock EOY	$1,261,357	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,767,029	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$184,989	CorporateBondsBOYAmt
Corporate Bonds EOY	$200,428	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$204,155	CorporateBondsEOYFMVAmt
Total Assets BOY	$1,574,531	TotalAssetsBOYAmt
Total Assets EOY	$1,783,504	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,296,934	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,574,531	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$1,783,504	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,574,531	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,783,504	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,574,531	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,783,504	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,574,531	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$212,026	ExcessRevenueOverExpensesAmt
Subtotal	$1,786,557	SubtotalAmt
Other Decreases	$3,053	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,783,504	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH	P	2020-07-22	2021-04-28	$307,364	$252,816	$54,548	$54,548
MERRILL LYNCH	P	2019-10-03	2021-02-05	$829,553	$565,968	$263,585	$263,585

Field	Value	IRS element (for citing)
Capital Gain Net Income	$318,133	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$54,548	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$4,454	InvestmentIncomeExciseTaxAmt
Subtotal	$4,454	SubtotalAmt
Tax Based On Investment Income	$4,454	TaxBasedOnInvestmentIncomeAmt
Tax Due	$4,454	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	TX	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	BERT GEARY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4095392055	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2301 MARKET STREET STE 4	AddressLine1Txt
City	GALVESTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77550	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
BERT WILSON GEARY
2301 MARKET STREET STE 4	GALVESTON	TX	77550	PRES/DIR	1.00	$0
SHARON ESTELLE GEARY
2301 MARKET STREET STE 4	GALVESTON	TX	77550	VP/TR/DIR	1.00	$0
RUTH LOUISE GEARY
2301 MARKET STREET STE 4	GALVESTON	TX	77550	SEC/DIR	1.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	THE WILSON WHEREWITHAL FOUNDATION WAS FORMED TO FUND THE ORIGINAL GALVESTON ARTIST RESIDENCY #45-3342294 CHARITY.	Description1Txt
Expenses1	$331,922	Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$2,167,590	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,853	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,169,443	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$2,169,443	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$32,542	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,136,901	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$106,845	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$106,845	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$4,454	TaxBasedOnInvestmentIncomeAmt
Total Tax	$4,454	TotalTaxAmt
Distributable Before Adj	$102,391	DistributableBeforeAdjAmt
Distributable Before Ded	$102,391	DistributableBeforeDedAmt
Distributable As Adjusted	$102,391	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$331,922	ExpensesAndContributionsAmt
Qualifying Distributions	$331,922	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$102,391	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$234,437	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$765,590	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$252,960	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$257,178	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$240,743	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,750,908	TotalExcessDistributionCyovAmt
Qualifying Distributions	$331,922	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$102,391	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$229,531	RemainingDistriFromCorpusAmt
Total Corpus	$1,980,439	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$234,437	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,746,002	ExcessDistriCyovToNextYrAmt
Excess From Year4	$765,590	ExcessFromYear4Amt
Excess From Year3	$252,960	ExcessFromYear3Amt
Excess From Year2	$257,178	ExcessFromYear2Amt
Excess From Year1	$240,743	ExcessFromYear1Amt
Excess From Current Year	$229,531	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	BERT WILSON GEARY	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Field	Value	IRS element (for citing)
Recipient Person	GALVESTON ARTIST RESIDENCY	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2521 SHIPS MECHANIC ROW	AddressLine1Txt
City	GALVESTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77550	ZIPCd

Field	Value	IRS element (for citing)
Recipient Foundation Status	PUBLIC	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	GENERAL	GrantOrContributionPurposeTxt
Amt	$331,922	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$331,922	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$23,481	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$318,133	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$341,614	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$341,614	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	BERT W GEARY	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	2301 MARKET STREET STE 4	AddressLine1Txt
City	GALVESTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77550	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$223,500	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	ROCKEFELLER CORPORATE BONDS	BondNm
EOY Book Value	$200,428	EOYBookValueAmt
EOYFMV	$204,155	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ROCKEFELLER EQUITIES	$1,155,745	$1,670,599
ROCKEFELLER PREFERRED STOCKS	$105,612	$96,430

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$141,282	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$144,711	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$80,057	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$80,659	StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	ROCKEFELLER BASIS ADJUSTMENT	Desc
Amt	$3,053	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	MERRILL LYNCH FEES	CategoryTxt
Amt	$20,256	Amt
Net Investment Income	$20,256	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	CategoryTxt
Amt	$910	Amt
Net Investment Income	$910	NetInvestmentIncomeAmt

WILSON WHEREWITHAL FOUNDATION: Form 990PF, tax year 2021

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments