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MAGGIE WELBY FOUNDATION: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MAGGIE WELBY FOUNDATION (EIN 20-3983205)
Tax period
2013-01-01 to 2013-12-31
Filed
2015-01-26
IRS object ID
201500269349200715
Schema version
2013v4.0
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)
Return2015-01-26T15:36:44-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431594752PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MUELLER PROST LCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17733 FORSYTH BLVD SUITE 1200AddressLine1
CityST LOUISCity
StateMOState
ZIP Code63105ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203983205EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAGGIE WELBY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMAGGBusinessNameControlTxt
Phone3145208221PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 NEEDLE CTAddressLine1
CityOFALLONCity
StateMOState
ZIP Code63368ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTACIE BALLARDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone3145208221PhoneNum
Signature2015-01-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEANETTE BAX-KURTZPreparerPersonNm
PTINP00096490PTIN
Phone3148622070PhoneNum
Preparation2015-01-20PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressWWW.MAGGIEWELBY.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$104,239GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$29,096ContributionsGiftsGrantsEtcAmt
Fundraising Gross Income$74,237FundraisingGrossIncomeAmt
Special Events Direct Expenses$33,335SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$40,902SpecialEventsNetIncomeLossAmt
Other Revenue Total$906OtherRevenueTotalAmt
Total Revenue$70,904TotalRevenueAmt
Grants And Similar Amounts Paid$75,520GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,500FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$1,850PrintingPublicationsPostageAmt
Other Expenses Total$5,705OtherExpensesTotalAmt
Total Expenses$84,575TotalExpensesAmt
Excess Or Deficit For Year-$13,671ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$69,775NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$7,584OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$63,688NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$69,775BOYAmt
EOY$63,688EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$69,775BOYAmt
EOY$63,688EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$69,775BOYAmt
EOY$63,688EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE MAGGIE WELBY FOUNDATION ("FOUNDATION") WAS CREATED TO PROVIDE FINANCIAL ASSISTANCE FOR CHILDREN IN NEED, FAMILIES IN NEED, AND ORGANIZATIONS BENEFITING CHILDREN. THE FOUNDATION'S MAIN FOCUS IS ON A SCHOLARSHIP AND GRANT PROGRAM. THE SCHOLARSHIP PROGRAM OFFERS FINANCIAL ASSISTANCE FOR CHILDREN IN GRADES KINDERGARTEN THROUGH GRADUATING HIGHSCHOOL. THE SCHOLARSHIPS ARE AWARDED ANNUALLY FOR CHILDREN WHO DEMONSTRATE A FINANCIAL NEED AND COMPLETE THE MAGGIE WELBY FOUNDATION SCHOLARSHIP APPLICATION. THE GRANT PROGRAM OFFERS GRANTS FOR CHILDREN AND FAMILIES THAT HAVE A FINANCIAL NEED. GRANTS MAY BE EXTENDED TO CHILDREN AND FAMILIES IN NEED OF HELP WITH BILLS, ATHLETIC OPPORTUNITIES, OR MEDICAL NEEDS. ALL GRANTS AWARDED FOR A FAMILY ARE PAID DIRECTLY TO THE SPECIFIC ORGANIZATION FOR WHICH THE GRANT WAS APPLIED. ORGANIZATIONS THAT DIRECTLY BENEFIT CHILDREN CAN ALSO RECEIVE GRANTS ON AN ANNUAL NEED.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
GRANTS & SCHOLARSHIPS: INSPIRED BY THE LIFE AND MEMORY OF MAGGIE WELBY, THE MAGGIE WELBY FOUNDATION SEEKS TO AID STUDENTS (GRADES K-12) AND FAMILIES IN FINANCIAL NEED, IN ORDER TO HELP FULFILL THE DREAMS AND HOPES THAT MAGGIE REALIZED IN EVERY PERSON SHE TOUCHED DURING HER LIFE. THIS INCLUDES SCHOLARSHIPS AND GRANTS IN AMOUNTS RANGING FROM $2,200 TO $200.THERE WERE 54 SCHOLARSHIP RECIPIENTS FOR CHILDREN ATTENDING 22 DIFFERENT SCHOOLS. THERE WERE 10 GRANT RECIPIENTS AWARDED WITH THE ASSISTANCE OF 9 DIFFERENT ORGANIZATIONS.$75,520$75,520
EDUCATION & AWARENESS: THE MAGGIE WELBY FOUNDATION ANNUALLY INCREASES THE GENERAL PUBLIC'S AWARENESS OF THE FOUNDATION'S CHARITABLE MISSION AND TO EDUCATE AND INFORM FAMILIES WITH CHILDREN IN NEED OF THE OPPORTUNITIES THAT ARE AVAILABLE THROUGH THE MAGGIE WELBY GRANTS AND SCHOLARSHIPS PROGRAM.$0$1,850
EDUCATION & AWARENESS: THE MAGGIE WELBY FOUNDATION ANNUALLY INCREASES THE GENERAL PUBLIC'S AWARENESS OF THE FOUNDATION'S CHARITABLE MISSION AND TO EDUCATE AND INFORM FAMILIES WITH CHILDREN IN NEED OF THE OPPORTUNITIES THAT ARE AVAILABLE THROUGH THE MAGGIE WELBY GRANTS AND SCHOLARSHIPS PROGRAM.$0$0
FieldValueIRS element (for citing)
Total Program Service Expenses$77,370TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMIE WELBY
PRESIDENT7.00$0$0$0
JIM WELBY
SECRETARY7.00$0$0$0
STACIE BALLARD
TREASURER7.00$0$0$0
CHRIS CORRIGAN
VICE PRESIDENT3.00$0$0$0
JOANN MCCLURE
BOARD MEMBER7.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JIM WELBYBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 NEEDLE CTAddressLine1
CityOFALLONCity
StateMOState
ZIP Code63368ZIPCode
FieldValueIRS element (for citing)
Phone3145208221PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,884CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,729CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,678CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,409CurrentTaxYearMinus1YearAmt
Current Tax Year$29,096CurrentTaxYearAmt
Total$71,796TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,884CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,729CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,678CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,409CurrentTaxYearMinus1YearAmt
Current Tax Year$29,096CurrentTaxYearAmt
Total$71,796TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$11,656SubstantialContributorsTotAmt
Public Support Total170$60,140PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$687CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$717CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$804CurrentTaxYearMinus1YearAmt
Current Tax Year$906CurrentTaxYearAmt
Total$3,114TotalAmt
FieldValueIRS element (for citing)
Total Support$74,910TotalSupportAmt
Gross Receipts Rltd Activities$400,725GrossReceiptsRltdActivitiesAmt
Public Support CY1700.80280PublicSupportCY170Pct
Public Support PY1700.94090PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1TRIVIA NIGHTNameOfEvent1Amt
Gross Receipts Event1$43,135GrossReceiptsEvent1Amt
Charitable Contri Event1$3,335CharitableContriEvent1Amt
Gross Revenue Event1$39,800GrossRevenueEvent1Amt
Food And Beverage Event1$2,658FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$8,149OtherDirectExpensesEvent1Amt
Name Of Event2GOLF TOURNAMENTNameOfEvent2Amt
Gross Receipts Event2$30,108GrossReceiptsEvent2Amt
Charitable Contri Event2$3,104CharitableContriEvent2Amt
Gross Revenue Event2$27,004GrossRevenueEvent2Amt
Non Cash Prizes Event2$186NonCashPrizesEvent2Amt
Rent Facility Costs Event2$7,431RentFacilityCostsEvent2Amt
Food And Beverage Event2$3,880FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$3,794OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$22,621GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$15,188CharitableContriOtherEventsAmt
Gross Revenue Other Events$7,433GrossRevenueOtherEventsAmt
Food And Beverage Other Events$2,633FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$4,604OthDirectExpnssOtherEventsAmt
Gross Receipts Total$95,864GrossReceiptsTotalAmt
Charitable Contributions Tot$21,627CharitableContributionsTotAmt
Gross Revenue Total Events$74,237GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$186NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$7,431RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$9,171FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$16,547OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$33,335DirectExpenseSummaryEventsAmt
Net Income Summary$40,902NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: DIVIDEND INCOME. AMOUNT: 906.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIPS LESS THAN $5,000. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 50,907.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: GRANTS LESS THAN $5,000. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 24,613. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 75,520.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: OFFICE EXPENSE. AMOUNT: 5,347. DESCRIPTION: LICENSES & FEES. AMOUNT: 135. DESCRIPTION: MEALS AND ENTERTAINMENT. AMOUNT: 223. TOTAL TO FORM 990-EZ, LINE 16: 5,705.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: UNREALIZED GAIN/LOSS IN INVESTMENTS. AMOUNT: 7,584.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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