THE WESSEL FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE WESSEL FOUNDATION (EIN 43-1944939)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-04-05
IRS object ID
201510959349100201
Schema version
2014v5.0
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)
Return2015-04-05T10:48:05-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-03-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAYNE D CORLEYPreparerPersonNm
Phone3145900001PhoneNum
Preparation2015-04-05PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$152,462FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,860DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,860DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,860TotalRevAndExpnssAmt
Total Net Invst Incm$2,860TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$956AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$956AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$956AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$956TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$956TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$956TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,706TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$956TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,706TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,846ExcessRevenueOverExpensesAmt
Net Investment Income$1,904NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,182CashBOYAmt
Cash EOY$442CashEOYAmt
Cash EOYFMV$443CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,384SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,239SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,239SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$45,300CorporateStockBOYAmt
Corporate Stock EOY$45,300CorporateStockEOYAmt
Corporate Stock EOYFMV$149,780CorporateStockEOYFMVAmt
Total Assets BOY$49,866TotalAssetsBOYAmt
Total Assets EOY$47,981TotalAssetsEOYAmt
Total Assets EOYFMV$152,462TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$49,866UnrestrictedBOYAmt
Unrestricted EOY$47,981UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$49,866TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$47,981TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$49,866TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$47,981TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$49,866TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,846ExcessRevenueOverExpensesAmt
Subtotal$48,020SubtotalAmt
Other Decreases$39OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$47,981TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,867AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$119,640NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049039DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,063AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$128,763NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.008255DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,720AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$132,739NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.058159DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,288AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$135,297NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.053867DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,879AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$118,062NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.058266DistributionYr5Rt
Total Distribution0.227586TotalDistributionRt
Average Distribution0.045517AverageDistributionRt
Net Vl Noncharitable Assets$136,234NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,201AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$19NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,220AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,706QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$19InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$19SubtotalAmt
Tax Based On Investment Income$19TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$19TaxDueAmt
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
7911 Santolina DriveIndianapolisIN46237V.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$5,750Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$133,500AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,809AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$138,309TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$138,309AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,075CashDeemedCharitableAmt
Net Vl Noncharitable Assets$136,234NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,812MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,812MinimumInvestmentReturnAmt
Tax Based On Investment Income$19TaxBasedOnInvestmentIncomeAmt
Total Tax$19TotalTaxAmt
Distributable Before Adj$6,793DistributableBeforeAdjAmt
Distributable Before Ded$6,793DistributableBeforeDedAmt
Distributable As Adjusted$6,793DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,706ExpensesAndContributionsAmt
Qualifying Distributions$6,706QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$19PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,687AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,793DistributableAsAdjustedAmt
Undistributed Income PY$76UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$998ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$547ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,115ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,065ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,934ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,659TotalExcessDistributionCyovAmt
Qualifying Distributions$6,706QualifyingDistributionsAmt
Remaining Distri From Corpus$6,706RemainingDistriFromCorpusAmt
Total Corpus$14,365TotalCorpusAmt
Taxable2$76Taxable2Amt
Undistributed Income CY$6,793UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$998ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$13,367ExcessDistriCyovToNextYrAmt
Excess From Year4$547ExcessFromYear4Amt
Excess From Year3$1,115ExcessFromYear3Amt
Excess From Year2$1,065ExcessFromYear2Amt
Excess From Year1$3,934ExcessFromYear1Amt
Excess From Current Year$6,706ExcessFromCurrentYearAmt

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 (11 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$1,000
Ursuline Academy
341 S Sappington RoadOaklandMO63122501(c)(3)religious$500
De La Salle Middle School
4145 Kennerly AveSt LouisMO63113501(c)(3)educational institution$500
Notre Dame Middle School
320 E Ripa AveSt LouisMO63125501(c)(3)educational institution$500
Our Lady of Mount Carmel
8747 Annetta AveSt LouisMO63147501(c)(3)Religious$0
Loyola Academy
3851 Washington BlvdSt LouisMO63108501(c)(3)educational institution$500
Marian Middle School
4130 Wyoming StreetSt LouisMO63116501(c)(3)educational institution$500
St Jude Catholic Church
2218 N Warson RoadOverlandMO63114501(c)(3)Religious$500
St Cecilia Paris
5414 Alaska AveSt LouisMO63111501(c)(3)Religious$750
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,860ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,860ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,860TotalIncomeProducingActyAmt

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 Smith Barney: 5964232812351StockNm
EOY Book Value$45,300EOYBookValueAmt
EOYFMV$149,780EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFederal TaxDesc
Amt$39Amt

Comments

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