THE WESSEL FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE WESSEL FOUNDATION (EIN 43-1944939)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-04-12
IRS object ID
201841029349100719
Schema version
2017v2.2
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)
Return2018-04-12T15:25:39-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1The Corley Law Firm PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1999 Executive Parkway Dr Ste 104AddressLine1Txt
CitySaint LouisCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63141ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431944939EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Wessel FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESSBusinessNameControlTxt
Phone3145900001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14805 Oakridge Park CourtAddressLine1Txt
CitySt LouisCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63129ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ SCOTT WESSELPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3145900001PhoneNum
Signature2018-04-05SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAYNE D CORLEYPreparerPersonNm
PTINP00177895PTIN
Phone3145900001PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address162.192.98.209IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-04-12IPDt
IP Tm15:25:33IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBB47137AFF59164D9BFBA001028F1A6C3CF2D3A3AtSubmissionCreationDeviceId
At Submission Filing Device IdBB47137AFF59164D9BFBA001028F1A6C3CF2D3A3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$185,808FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,621DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,621DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$13,621TotalRevAndExpnssAmt
Total Net Invst Incm$3,621TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,226AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,226AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,226AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$1,226TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,226TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,226TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,726TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,226TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,726TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,895ExcessRevenueOverExpensesAmt
Net Investment Income$2,395NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$399CashBOYAmt
Cash EOY$375CashEOYAmt
Cash EOYFMV$375CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,358SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,253SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,253SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$45,300CorporateStockBOYAmt
Corporate Stock EOY$45,300CorporateStockEOYAmt
Corporate Stock EOYFMV$178,180CorporateStockEOYFMVAmt
Total Assets BOY$49,057TotalAssetsBOYAmt
Total Assets EOY$52,928TotalAssetsEOYAmt
Total Assets EOYFMV$185,808TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$49,057UnrestrictedBOYAmt
Unrestricted EOY$52,928UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$49,057TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$52,928TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$49,057TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$52,928TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$49,057TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,895ExcessRevenueOverExpensesAmt
Subtotal$52,952SubtotalAmt
Other Decreases$24OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$52,928TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,992AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$141,570NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.056453DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,961AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$136,730NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050911DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,687AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$136,234NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049085DistributionYr3Rt
Adjusted Qlfy Distri Yr4$5,867AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$119,640NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049039DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,063AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$128,763NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.008255DistributionYr5Rt
Total Distribution0.213743TotalDistributionRt
Average Distribution0.042749AverageDistributionRt
Net Vl Noncharitable Assets$154,138NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,589AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$24NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,613AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,726QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$24InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$24SubtotalAmt
Tax Based On Investment Income$24TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$24TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJ SCOTT WESSELIndividualWithBooksNm
Phone3145900001PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14805 Oakridge Park Court StAddressLine1Txt
CityLouisCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63149ZIPCd
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
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J SCOTT WESSEL
4805 Oakridge Park CtSt LouisMO63129President1.00$0$0$0
KATHLEEN M WESSEL
4805 Oakridge Park CtSt LouisMO63129Secretary/Treasurer0.50$0$0$0
JENNIFER A KRINER
5620 Woodworth WayIndianapolisIN46237V.P. OF PUBLIC RELAT0.30$0$0$0
AMY A CORBIN
805 Sunrise Viking LaneWestfieldIN46074V.P. of Operations0.30$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Contributions to locally based non-profit organizations engaged in religious ministry and charitable communityservices such as the provision of housing needs for underprivledged and homelessDescription1Txt
Expenses1$9,726Expenses1Amt
Expenses2$0Expenses2Amt
Expenses3$0Expenses3Amt
Expenses4$0Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$151,452AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,033AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$156,485TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$156,485AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,347CashDeemedCharitableAmt
Net Vl Noncharitable Assets$154,138NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,707MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,707MinimumInvestmentReturnAmt
Tax Based On Investment Income$24TaxBasedOnInvestmentIncomeAmt
Total Tax$24TotalTaxAmt
Distributable Before Adj$7,683DistributableBeforeAdjAmt
Distributable Before Ded$7,683DistributableBeforeDedAmt
Distributable As Adjusted$7,683DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,726ExpensesAndContributionsAmt
Qualifying Distributions$9,726QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$24PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$9,702AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,683DistributableAsAdjustedAmt
Undistributed Income PY$7,054UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$1,065ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,934ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,706ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$172ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,017ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$19,894TotalExcessDistributionCyovAmt
Qualifying Distributions$9,726QualifyingDistributionsAmt
Remaining Distri From Corpus$9,726RemainingDistriFromCorpusAmt
Total Corpus$29,620TotalCorpusAmt
Taxable2$7,054Taxable2Amt
Undistributed Income CY$7,683UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,065ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$28,555ExcessDistriCyovToNextYrAmt
Excess From Year4$3,934ExcessFromYear4Amt
Excess From Year3$6,706ExcessFromYear3Amt
Excess From Year2$172ExcessFromYear2Amt
Excess From Year1$8,017ExcessFromYear1Amt
Excess From Current Year$9,726ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJ SCOTT WESSEL CONTRIBUTED ASSETS 5ContributingManagerNm
Contributing ManagerJ SCOTT WESSEL CONTRIBUTED ASSETS 5ContributingManagerNm
Contributing ManagerJ SCOTT WESSEL CONTRIBUTED ASSETS 5ContributingManagerNm
Contributing ManagerJ SCOTT WESSEL CONTRIBUTED ASSETS 5ContributingManagerNm
Contributing ManagerJ SCOTT WESSEL CONTRIBUTED ASSETS 5ContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Sisters of Loretto Hispanic
590 E Lockwood AveSt LouisMO63119501(c)(3)religious$1,000
Ursuline Academy
341 S Sappington RoadOaklandMO63122501(c)(3)religious$5,000
Notre Dame Middle School
320 E Ripa AveSt LouisMO63125501(c)(3)educational institution$1,000
Marian Middle School
4130 Wyoming StreetSt LouisMO63116501(c)(3)educational institution$1,000
Nurses for Newborns Foundation
7259 Lansdowne Av 100St LouisMO63119501(c)(3)prevention of infant deaths$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,621ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,621ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,621TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMorgan Stanley 033128016350StockNm
EOY Book Value$45,300EOYBookValueAmt
EOYFMV$178,180EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFederal TaxDesc
Amt$24Amt

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