THE WESSEL FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE WESSEL FOUNDATION (EIN 43-1944939)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-13
IRS object ID
201641349349101714
Schema version
2015v2.1
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)
Return2016-05-13T09:46:37-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAYNE D CORLEYPreparerPersonNm
Phone3145900001PhoneNum
Preparation2016-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$125,357FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,500ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,140DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,140DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,640TotalRevAndExpnssAmt
Total Net Invst Incm$3,140TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$735AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$735AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$735AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$735TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$735TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$735TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,985TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$735TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,985TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,345ExcessRevenueOverExpensesAmt
Net Investment Income$2,405NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$442CashBOYAmt
Cash EOY$423CashEOYAmt
Cash EOYFMV$423CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,239SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$894SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$894SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$45,300CorporateStockBOYAmt
Corporate Stock EOY$45,300CorporateStockEOYAmt
Corporate Stock EOYFMV$124,040CorporateStockEOYFMVAmt
Total Assets BOY$47,981TotalAssetsBOYAmt
Total Assets EOY$46,617TotalAssetsEOYAmt
Total Assets EOYFMV$125,357TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$47,981UnrestrictedBOYAmt
Unrestricted EOY$46,617UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$47,981TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$46,617TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$47,981TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$46,617TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$47,981TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,345ExcessRevenueOverExpensesAmt
Subtotal$46,636SubtotalAmt
Other Decreases$19OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$46,617TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,687AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$136,234NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049085DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,867AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$119,640NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049039DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,063AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$128,763NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.008255DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,720AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$132,739NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.058159DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,288AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$135,297NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053867DistributionYr5Rt
Total Distribution0.218405TotalDistributionRt
Average Distribution0.043681AverageDistributionRt
Net Vl Noncharitable Assets$136,730NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,973AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$24NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,997AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,985QualifyingDistributionsAmt

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$6,250Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$135,240AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,572AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$138,812TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$138,812AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,082CashDeemedCharitableAmt
Net Vl Noncharitable Assets$136,730NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,837MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,837MinimumInvestmentReturnAmt
Tax Based On Investment Income$24TaxBasedOnInvestmentIncomeAmt
Total Tax$24TotalTaxAmt
Distributable Before Adj$6,813DistributableBeforeAdjAmt
Distributable Before Ded$6,813DistributableBeforeDedAmt
Distributable As Adjusted$6,813DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,985ExpensesAndContributionsAmt
Qualifying Distributions$6,985QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$24PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,961AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,813DistributableAsAdjustedAmt
Undistributed Income PY$6,793UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$547ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,115ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,065ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,934ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,706ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$13,367TotalExcessDistributionCyovAmt
Qualifying Distributions$6,985QualifyingDistributionsAmt
Applied To Current Year$6,813AppliedToCurrentYearAmt
Remaining Distri From Corpus$172RemainingDistriFromCorpusAmt
Total Corpus$13,539TotalCorpusAmt
Taxable2$6,793Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$547ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$12,992ExcessDistriCyovToNextYrAmt
Excess From Year4$1,115ExcessFromYear4Amt
Excess From Year3$1,065ExcessFromYear3Amt
Excess From Year2$3,934ExcessFromYear2Amt
Excess From Year1$6,706ExcessFromYear1Amt
Excess From Current Year$172ExcessFromCurrentYearAmt

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
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Nurses for Newborns
7259 Landsdowne AveSaint LouisMO63119501(c)(3)care of children$500
Saint Louis LDA
1357 Barrett Parkway DriveBallwinMO63021501(c)(3)Education$500
Sisters of Loretto Hispanic
590 E Lockwood AveSt LouisMO63119501(c)(3)religious$1,250
Ursuline Academy
341 S Sappington RoadOaklandMO63122501(c)(3)religious$500
Notre Dame Middle School
320 E Ripa AveSt LouisMO63125501(c)(3)educational institution$1,000
Loyola Academy
3851 Washington BlvdSt LouisMO63108501(c)(3)educational institution$500
Marian Middle School
4130 Wyoming StreetSt LouisMO63116501(c)(3)educational institution$1,000
St Cecilia Paris
5414 Alaska AveSt LouisMO63111501(c)(3)Religious$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,140ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,140ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,140TotalIncomeProducingActyAmt

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$124,040EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFederal TaxDesc
Amt$19Amt

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