Wurtele Foundation Inc: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
Wurtele Foundation Inc (EIN 13-3098760)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-23
IRS object ID
201901139349100715
Schema version
2018v3.1
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)
Return2019-04-23T13:21:55-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Sayles & EvansBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One West Church StreetAddressLine1Txt
CityELMIRACityNm
State AbbreviationNYStateAbbreviationCd
ZIP14901ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133098760EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Wurtele Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MARKET STREET TRUST COMPANYInCareOfNm
Business Name ControlWURTBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line180 EAST MARKET ST STE 300AddressLine1Txt
CityCORNINGCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14830ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLOVER DRINKWATERPersonNm
Person TitleSecretaryPersonTitleTxt
Phone6077342271PhoneNum
Signature2019-03-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN E AGANPreparerPersonNm
PTINP00545842PTIN
Phone6077342271PhoneNum
Preparation2019-03-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.43.43.186IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id16423020191135000000FederalOriginalSubmissionId
Federal Original Submission Id2019-04-23FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdAF66B75EE6936CC9EBC69FF774FF88F7E5C27671AtSubmissionCreationDeviceId
At Submission Filing Device Id71ECC7F942B8DA640E5CC9F10AC9190152316416AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
PF Status Term Sect507b1 AYes (X)PFStatusTermSect507b1AInd
Final ReturnYes (X)FinalReturnInd
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$0ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$47DividendsRevAndExpnssAmt
Dividends Net Invst Incm$47DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$47TotalRevAndExpnssAmt
Total Net Invst Incm$47TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$5,387LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,412TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,013ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,013ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,425TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$16,013TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$21,378ExcessRevenueOverExpensesAmt
Net Investment Income$47NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$20,970SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$0SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$0SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$408OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Total Assets BOY$21,378TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$21,378RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$21,378TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$21,378TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$21,378TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$21,378ExcessRevenueOverExpensesAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,781,880AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,043,794NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.182523DistributionYr1Rt
Adjusted Qlfy Distri Yr2$200,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,219,405NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.0474DistributionYr2Rt
Adjusted Qlfy Distri Yr3$200,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,328,060NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04621DistributionYr3Rt
Adjusted Qlfy Distri Yr4$200,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,575,571NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04371DistributionYr4Rt
Adjusted Qlfy Distri Yr5$200,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,451,493NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044929DistributionYr5Rt
Total Distribution1.364772TotalDistributionRt
Average Distribution0.272954AverageDistributionRt
Net Vl Noncharitable Assets$21,020NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,737AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$5,737AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$16,013QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$468EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$468TotalPaymentsAndCreditsAmt
Overpayment$468OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$468RefundAmt

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 EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARKET STREET TRUST COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6079626876PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line180 E MARKET ST STE 300AddressLine1Txt
CityCORNINGCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14830ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOANNA WURTELE
80 EAST MARKET ST STE 300CORNINGNY14830DIRECTOR0$0$0$0
CLOVER M DRINKWATER
80 EAST MARKET ST STE 300CORNINGNY14830SECRETARY0$0$0$0
ALLAN LOWMAN
80 EAST MARKET ST STE 300CORNINGNY14830DIRECTOR0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,340AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,340TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,340AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$320CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,020NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,051MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,051MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$1,051DistributableBeforeAdjAmt
Distributable Before Ded$1,051DistributableBeforeDedAmt
Distributable As Adjusted$1,051DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,013ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$16,013QualifyingDistributionsAmt
Adjusted Qualifying Distri$16,013AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,051DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$52,015ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$4,587,272ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,639,287TotalExcessDistributionCyovAmt
Qualifying Distributions$16,013QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,051AppliedToCurrentYearAmt
Remaining Distri From Corpus$14,962RemainingDistriFromCorpusAmt
Total Corpus$4,654,249TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$4,654,249ExcessDistriCyovToNextYrAmt
Excess From Year4$52,015ExcessFromYear4Amt
Excess From Year1$4,587,272ExcessFromYear1Amt
Excess From Current Year$14,962ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOANNA WURTELEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BATON ROUGE AREA FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1100 NORTH STREET STE 900AddressLine1Txt
CityBATON ROUGECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70802ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeTHE WURTELE FUND DONOR ADVISED FUNDGrantOrContributionPurposeTxt
Amt$16,013Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,013TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$47ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$47TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

FieldValueIRS element (for citing)
PersonTHE BATON ROUGE AREA FOUNDATIONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 NORTH STREET SUITE 900AddressLine1Txt
CityBATON ROUGECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70802ZIPCd
FieldValueIRS element (for citing)
Short ExplanationCASH OF $16,013.12 SEE ATTACHED STATEMENTShortExplanationTxt
Dissolution$16,013DissolutionAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationSEE ATTACHED STATEMENTExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategorySAYLES & EVANSCategoryTxt
Legal Fees$5,387LegalFeesAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLEDesc
BOY Book Value$408BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFILING FEESCategoryTxt
Amt$25Amt

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