THE WESSEL FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE WESSEL FOUNDATION (EIN 43-1944939)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-04-15
IRS object ID
201711059349100206
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-04-15T12:15:31-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-02-27SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAYNE D CORLEYPreparerPersonNm
Phone3145900001PhoneNum
Preparation2017-04-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address162.192.98.209IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-04-15IPDt
IP Tm12:15:10IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBB47137AFF59164D9BFBA001028F1A6C3CF2D3A3AtSubmissionCreationDeviceId
At Submission Filing Device IdBB47137AFF59164D9BFBA001028F1A6C3CF2D3A3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$150,277FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,481DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,481DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,481TotalRevAndExpnssAmt
Total Net Invst Incm$3,481TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,017AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,017AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,017AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$1,017TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,017TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,017TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,017TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,017TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,017TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,464ExcessRevenueOverExpensesAmt
Net Investment Income$2,464NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$423CashBOYAmt
Cash EOY$399CashEOYAmt
Cash EOYFMV$399CashEOYFMVAmt
Sav And Temp Cash Invst BOY$894SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,358SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,358SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$45,300CorporateStockBOYAmt
Corporate Stock EOY$45,300CorporateStockEOYAmt
Corporate Stock EOYFMV$146,520CorporateStockEOYFMVAmt
Total Assets BOY$46,617TotalAssetsBOYAmt
Total Assets EOY$49,057TotalAssetsEOYAmt
Total Assets EOYFMV$150,277TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$46,617UnrestrictedBOYAmt
Unrestricted EOY$49,057UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$46,617TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$49,057TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$46,617TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$49,057TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$46,617TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,464ExcessRevenueOverExpensesAmt
Subtotal$49,081SubtotalAmt
Other Decreases$24OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$49,057TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,961AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$136,730NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050911DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,687AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$136,234NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049085DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,867AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$119,640NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049039DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,063AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$128,763NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.008255DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,720AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$132,739NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.058159DistributionYr5Rt
Total Distribution0.215449TotalDistributionRt
Average Distribution0.043090AverageDistributionRt
Net Vl Noncharitable Assets$141,570NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,100AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$25NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,125AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,017QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$25InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$25SubtotalAmt
Tax Based On Investment Income$25TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$25TaxDueAmt
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$7,000Expenses1Amt
Expenses2$0Expenses2Amt
Expenses3$0Expenses3Amt
Expenses4$0Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$141,278AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,448AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$143,726TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$143,726AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,156CashDeemedCharitableAmt
Net Vl Noncharitable Assets$141,570NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,079MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,079MinimumInvestmentReturnAmt
Tax Based On Investment Income$25TaxBasedOnInvestmentIncomeAmt
Total Tax$25TotalTaxAmt
Distributable Before Adj$7,054DistributableBeforeAdjAmt
Distributable Before Ded$7,054DistributableBeforeDedAmt
Distributable As Adjusted$7,054DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,017ExpensesAndContributionsAmt
Qualifying Distributions$8,017QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$25PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$7,992AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,054DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,115ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,065ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,934ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,706ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$172ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,992TotalExcessDistributionCyovAmt
Qualifying Distributions$8,017QualifyingDistributionsAmt
Remaining Distri From Corpus$8,017RemainingDistriFromCorpusAmt
Total Corpus$21,009TotalCorpusAmt
Undistributed Income CY$7,054UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,115ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$19,894ExcessDistriCyovToNextYrAmt
Excess From Year4$1,065ExcessFromYear4Amt
Excess From Year3$3,934ExcessFromYear3Amt
Excess From Year2$6,706ExcessFromYear2Amt
Excess From Year1$172ExcessFromYear1Amt
Excess From Current Year$8,017ExcessFromCurrentYearAmt

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
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 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$500
Marian Middle School
4130 Wyoming StreetSt LouisMO63116501(c)(3)educational institution$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,481ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,481ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,481TotalIncomeProducingActyAmt

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$146,520EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

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

Comments

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