THE WESSEL FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE WESSEL FOUNDATION (EIN 43-1944939)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-02
IRS object ID
201402149349100300
Schema version
2013v3.1
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)
Return2014-08-02T12:17:04-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1The Corley Law Firm PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1999 Executive Parkway Dr Ste 104AddressLine1
CitySaint LouisCity
StateMOState
ZIP Code63141ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431944939EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Wessel FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWESSBusinessNameControlTxt
Phone3145900001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14805 Oakridge Park CourtAddressLine1
CitySt LouisCity
StateMOState
ZIP Code63129ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ SCOTT WESSELPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3145900001PhoneNum
Signature2014-04-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAYNE D CORLEYPreparerPersonNm
Phone3145900001PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$121,266FMVAssetsEOYAmt
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$2,800DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,800DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,800TotalRevAndExpnssAmt
Total Net Invst Incm$2,800TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$865AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$865AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$865AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$2OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$867TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$867TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$867TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,867TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$867TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,867TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,933ExcessRevenueOverExpensesAmt
Net Investment Income$1,933NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$484CashBOYAmt
Cash EOY$1,182CashEOYAmt
Cash EOYFMV$1,182CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,839SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,384SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,384SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$45,300CorporateStockBOYAmt
Corporate Stock EOY$45,300CorporateStockEOYAmt
Corporate Stock EOYFMV$116,700CorporateStockEOYFMVAmt
Total Assets BOY$47,623TotalAssetsBOYAmt
Total Assets EOY$49,866TotalAssetsEOYAmt
Total Assets EOYFMV$121,266TotalAssetsEOYFMVAmt
Loans From Officers BOY$1,690LoansFromOfficersBOYAmt
Total Liabilities BOY$1,690TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$45,933UnrestrictedBOYAmt
Unrestricted EOY$49,866UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$45,933TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$49,866TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$47,623TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$49,866TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$45,933TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,933ExcessRevenueOverExpensesAmt
Subtotal$49,866SubtotalAmt
Tot Net Ast Or Fund Balances EOY$49,866TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,063AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$128,763NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.008255DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,720AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$132,739NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.058159DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,288AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$135,297NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053867DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,879AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$118,062NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.058266DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,581AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$125,557NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044450DistributionYr5Rt
Total Distribution0.222997TotalDistributionRt
Average Distribution0.044599AverageDistributionRt
Net Vl Noncharitable Assets$119,640NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,336AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$19NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,355AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,867QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$39InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$39SubtotalAmt
Tax Based On Investment Income$39TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$39TaxDueAmt
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 StAddressLine1
CityLouisCity
StateMOState
ZIP Code63149ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J SCOTT WESSEL
4805 Oakridge Park CtSt LouisMO63129President2.00$0$0$0
KATHLEEN M WESSEL
4805 Oakridge Park CtSt LouisMO63129Secretary/Treasurer1.00$0$0$0
JENNIFER A KRINER
7911 Santolina DriveIndianapolisIN46237V.P. OF PUBLIC RELAT1.00$0$0$0
AMY A CORBIN
805 Sunrise Viking LaneWestfieldIN46074V.P. of Operations1.00$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$5,000Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$120,284AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,178AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$121,462TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$121,462AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,822CashDeemedCharitableAmt
Net Vl Noncharitable Assets$119,640NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,982MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,982MinimumInvestmentReturnAmt
Tax Based On Investment Income$39TaxBasedOnInvestmentIncomeAmt
Total Tax$39TotalTaxAmt
Distributable Before Adj$5,943DistributableBeforeAdjAmt
Distributable Before Ded$5,943DistributableBeforeDedAmt
Distributable As Adjusted$5,943DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,867ExpensesAndContributionsAmt
Qualifying Distributions$5,867QualifyingDistributionsAmt
Adjusted Qualifying Distri$5,867AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,943DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$4,625ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$998ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$547ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,115ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,065ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,350TotalExcessDistributionCyovAmt
Qualifying Distributions$5,867QualifyingDistributionsAmt
Applied To Current Year$1,933AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,934RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$3,934ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,934ExcessDistributionCyovAppCYAmt
Total Corpus$8,350TotalCorpusAmt
Undistributed Income CY$76UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$691ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,659ExcessDistriCyovToNextYrAmt
Excess From Year4$998ExcessFromYear4Amt
Excess From Year3$547ExcessFromYear3Amt
Excess From Year2$1,115ExcessFromYear2Amt
Excess From Year1$1,065ExcessFromYear1Amt
Excess From Current Year$3,934ExcessFromCurrentYearAmt

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 (10 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient 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$500
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$500
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
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,800ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,800ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,800TotalIncomeProducingActyAmt

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$116,700EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
Descper 2012 990PFDesc
Revenue And Expenses Per Books$2RevenueAndExpensesPerBooksAmt
Net Investment Income$2NetInvestmentIncomeAmt
Disbursements Charitable Prps$2DisbursementsCharitablePrpsAmt

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