WILLIE BEE FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WILLIE BEE FOUNDATION (EIN 82-2407033)
Tax period
2020-08-01 to 2021-07-31
Filed
2021-11-12
IRS object ID
202143169349300134
Schema version
2020v4.1
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)
Return2021-11-12T07:30:43-06:00ReturnTs
Tax Period End2021-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161614009PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MIRABELLA & SMITH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 ALLENS CREEK RDAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14618ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN822407033EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIE BEE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone5857301646PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 THORNCLIFF RDAddressLine1Txt
CitySPENCERPORTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14559ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCORY LAMBERTONPersonNm
Person TitleVICE PRES/TREASPersonTitleTxt
Phone5857301646PhoneNum
Signature2021-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCORYPersonFirstNm
Person LastLAMBERTONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL C SMITHPreparerPersonNm
PTINP00093683PTIN
Phone5852256470PhoneNum
Preparation2021-11-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCORY LAMBERTONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 THORNCLIFF RDAddressLine1Txt
CitySPENCERPORTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14559ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$147,552GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressTHEWILLIEBEEFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2017FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO BENEFIT LOCAL FAMILIES WHO HAVE A CHILD FACING A LIFE-THREATENING ILLNESS BY PROVIDING SUPPORT FOR SERVICES SUCH AS A NURSE PRACTITIONER, A CHILD LIFE SPECIALIST, ART THERAPY, MUSIC THERAPY AND PALLIATIVE CARE SERVICES.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$35,999PYContributionsGrantsAmt
CY Contributions Grants$147,487CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$177PYInvestmentIncomeAmt
CY Investment Income$65CYInvestmentIncomeAmt
PY Other Revenue$28,388PYOtherRevenueAmt
CY Other Revenue-$3,632CYOtherRevenueAmt
PY Total Revenue$64,564PYTotalRevenueAmt
CY Total Revenue$143,920CYTotalRevenueAmt
PY Grants And Similar Paid$61,846PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$47,199CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,741PYOtherExpensesAmt
CY Other Expenses$1,006CYOtherExpensesAmt
PY Total Expenses$63,587PYTotalExpensesAmt
CY Total Expenses$48,205CYTotalExpensesAmt
PY Revenues Less Expenses$977PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$95,715CYRevenuesLessExpensesAmt
Total Assets BOY$19,715TotalAssetsBOYAmt
Total Assets EOY$115,430TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,715NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$115,430NetAssetsOrFundBalancesEOYAmt
MissionTO BENEFIT LOCAL FAMILIES WHO HAVE A CHILD FACING A LIFE-THREATENING ILLNESS BY PROVIDING SUPPORT FOR SERVICES SUCH AS A NURSE PRACTITIONER, A CHILD LIFE SPECIALIST, ART THERAPY, MUSIC THERAPY AND PALLIATIVE CARE SERVICESMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$48,205ExpenseAmt
Grant$47,199GrantAmt
Revenue$147,487RevenueAmt
DescTO BENEFIT LOCAL FAMILIES WHO HAVE A CHILD FACING A LIFE-THREATENING ILLNESS BY PROVIDING SUPPORT FOR SERVICES SUCH AS A NURSE PRACTITIONER, A CHILD LIFE SPECIALIST, ART THERAPY, MUSIC THERAPY AND PALLIATIVE CARE SERVICESDesc
Total Program Service Expenses$48,205TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TREASURERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5857301646PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 THORNCLIFF DRAddressLine1Txt
CitySPENCERPORTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14559ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CARRIE LAMBERTON
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
CORY LAMBERTON
VICE PRES/TREASURER5.00Yes (X)Yes (X)$0$0$0
PATRCIA SALTZBERG
SECRETARY5.00Yes (X)Yes (X)$0$0$0
CHELSEA CARL
DIRECTOR2.00Yes (X)$0$0$0
ELIZABETH LOCKE
DIRECTOR3.00Yes (X)$0$0$0
CHRISTINE BEEMAN
DIRECTOR3.00Yes (X)$0$0$0
CLAY BEEMAN
DIRECTOR3.00Yes (X)$0$0$0
MICHELLE STENCLIK
DIRECTOR-SPONSORS & DONATI3.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$147,487AllOtherContributionsAmt
Total Contributions$147,487TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$65TotalRevenueColumnAmt
Exclusion$65ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$3,632FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$3,632TotalRevenueColumnAmt
Exclusion-$3,632ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$143,920TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$3,567ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$47,199TotalAmt
Program Services$47,199ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$750TotalAmt
Program Services$750ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$40TotalAmt
Program Services$40ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescSUPPLIESDesc
Total$216TotalAmt
Program Services$216ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$48,205TotalAmt
Program Services$48,205ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,803BOYAmt
EOY$44,952EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$14,912BOYAmt
EOY$70,478EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$19,715BOYAmt
EOY$115,430EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

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

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$19,715BOYAmt
EOY$115,430EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,715BOYAmt
EOY$115,430EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,715BOYAmt
EOY$115,430EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$95,715ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$9,126CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,529CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,999CurrentTaxYearMinus1YearAmt
Current Tax Year$147,487CurrentTaxYearAmt
Total$199,141TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$9,126CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,529CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,999CurrentTaxYearMinus1YearAmt
Current Tax Year$147,487CurrentTaxYearAmt
Total$199,141TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$199,141PublicSupportTotal170Amt
Total Support$199,141TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSUPPORT SERVICES FOR CHILDREN WITH LIFE THREATENING ILLNESSESGrantTypeTxt
Recipient35RecipientCnt
Cash Grant$47,199CashGrantAmt
Valuation Method UsedBOOKValuationMethodUsedDesc

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 REVIEWED BY APPROPRIATE OFFICER(S) PRIOR TO FILING
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.