WILSON WHEREWITHAL FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WILSON WHEREWITHAL FOUNDATION (EIN 45-3341944)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-30
- IRS object ID
- 201441209349100704
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-30T14:52:16-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edward J Walsh & Associates | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 538 | AddressLine1 |
| City | Galveston | City |
| State | TX | State |
| ZIP Code | 775530538 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453341944 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON WHEREWITHAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILS | BusinessNameControlTxt |
| Phone | 4095392055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 538 | AddressLine1 |
| City | GALVESTON | City |
| State | TX | State |
| ZIP Code | 77553 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERT WILSON GEARY | PersonNm |
| Person Title | PRES/DIR | PersonTitleTxt |
| Signature | 2014-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD J WALSH JR | PreparerPersonNm |
| PTIN | P01204721 | PTIN |
| Phone | 4097634626 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,211,034 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $250,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $25,942 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,942 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $25,942 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,211 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $466,489 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,211 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $7,972 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $303,153 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,153 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $33,914 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $398 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $398 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $597 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,107 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,643 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $5,643 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,463 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,770 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,385 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,385 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,872 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,426 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,426 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,060 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $249,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $249,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $267,472 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,426 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,426 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $258,660 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,681 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,727 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,488 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,085 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $81,378 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $81,378 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $987,441 | CorporateStockBOYAmt |
| Corporate Stock EOY | $954,599 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,121,576 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $10,850 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,080 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,080 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,008,376 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,044,057 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,211,034 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,008,376 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,044,057 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,008,376 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,044,057 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,008,376 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,044,057 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,008,376 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,681 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,044,057 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,044,057 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (74 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 9 MALLINCKRODT PLC SHS | P | 2012-06-01 | 2013-07-03 | $381 | $322 | $59 | $59 |
| 14 MALLINCKRODT PLC SHS | P | 2012-06-07 | 2013-07-03 | $593 | $511 | $82 | $82 |
| 67 WISCONSIN ENERGY CORP | P | 2012-06-01 | 2013-07-01 | $2,691 | $2,538 | $153 | $153 |
| 115 WISCONSIN ENERGY CORP | P | 2012-06-07 | 2013-07-01 | $4,619 | $4,424 | $195 | $195 |
| 6 MALLINCKRODT PLC SHS | P | 2012-08-23 | 2013-07-03 | $254 | $230 | $24 | $24 |
| 47 WISCONSIN ENERGY CORP | P | 2012-08-23 | 2013-07-01 | $1,888 | $1,798 | $90 | $90 |
| 175 ISHARES IBOXX | P | 2012-05-31 | 2013-10-23 | $20,235 | $20,415 | -$180 | -$180 |
| 100 VANGUARD LONG TERM BOND | P | 2012-05-31 | 2013-10-23 | $8,501 | $9,566 | -$1,065 | -$1,065 |
| 190 MCKESSON CORPORATION | P | 2012-07-31 | 2013-10-28 | $29,015 | $17,300 | $11,715 | $11,715 |
| 41 MCKESSON CORPORATION | P | 2012-08-23 | 2013-10-28 | $6,261 | $3,559 | $2,702 | $2,702 |
| 225 VANGUARD INTERMEDIATE | P | 2012-05-31 | 2013-10-30 | $19,073 | $20,015 | -$942 | -$942 |
| 300 VANGUARD INTERMEDIATE | P | 2012-06-04 | 2013-10-30 | $25,431 | $26,640 | -$1,209 | -$1,209 |
| 90 VANGUARD INTERMEDIATE | P | 2012-06-11 | 2013-10-30 | $7,629 | $7,984 | -$355 | -$355 |
| 107 HESS CORP | P | 2013-08-09 | 2013-11-05 | $8,619 | $8,033 | $586 | $586 |
| 289 ACCENTURE LTD | P | 2013-04-16 | 2013-12-19 | $22,811 | $22,049 | $762 | $762 |
| 103 INTL BUSINESS MACHINES | P | 2013-04-16 | 2013-12-19 | $18,523 | $21,700 | -$3,177 | -$3,177 |
| 279 C.H. ROBINSON WORLDWIDE | P | 2012-10-23 | 2013-02-08 | $16,662 | $16,990 | -$328 | -$328 |
| 166 MARATHON OIL CORP | P | 2012-06-01 | 2013-08-09 | $5,729 | $4,018 | $1,711 | $1,711 |
| 239 MARATHON OIL CORP | P | 2012-06-07 | 2013-08-09 | $8,248 | $6,043 | $2,205 | $2,205 |
| 490 MARATHON OIL CORP | P | 2012-07-17 | 2013-08-09 | $16,911 | $12,743 | $4,168 | $4,168 |
| 193 MARATHON OIL CORP | P | 2012-08-23 | 2013-08-09 | $6,661 | $5,380 | $1,281 | $1,281 |
| 125 AMERICA MOVIL SAB DE CV | P | 2012-12-12 | 2013-05-24 | $2,492 | $3,011 | -$519 | -$519 |
| 31 ACCENTURE PLC SHS | P | 2013-04-16 | 2013-05-24 | $2,518 | $2,365 | $153 | $153 |
| 45 AMER EXPRESS COMPANY | P | 2012-06-01 | 2013-05-24 | $3,351 | $2,411 | $940 | $940 |
| 60 AMERICAN WTR WKS CO INC | P | 2012-06-01 | 2013-05-24 | $2,483 | $2,076 | $407 | $407 |
| 36 AUTOMATIC DATA PROC | P | 2013-05-09 | 2013-05-24 | $2,502 | $2,516 | -$14 | -$14 |
| 59 COMCAST CORP | P | 2012-07-18 | 2013-05-24 | $2,444 | $1,906 | $538 | $538 |
| 57 CVS CAREMARK CORP | P | 2012-06-01 | 2013-05-24 | $3,334 | $2,503 | $831 | $831 |
| 28 COSTCO WHOLESALE CORP | P | 2012-06-01 | 2013-05-24 | $3,186 | $2,394 | $792 | $792 |
| 28 CATERPILLAR INC | P | 2012-07-17 | 2013-05-24 | $2,416 | $2,301 | $115 | $115 |
| 51 COVIDIEN PLC SHS NEW | P | 2012-06-01 | 2013-05-24 | $3,310 | $2,608 | $702 | $702 |
| 49 CITIGROUP INC | P | 2012-10-23 | 2013-05-24 | $2,458 | $1,812 | $646 | $646 |
| 50 CST BRANDS INC | P | 2013-03-26 | 2013-05-09 | $1,523 | $1,660 | -$137 | -$137 |
| 27 DIAGEO PLC | P | 2012-06-01 | 2013-05-24 | $3,300 | $2,526 | $774 | $774 |
| 26 FEDEX CORP | P | 2013-02-08 | 2013-05-24 | $2,550 | $2,764 | -$214 | -$214 |
| 42 HONEYWELL INTL INC | P | 2012-06-01 | 2013-05-24 | $3,313 | $2,276 | $1,037 | $1,037 |
| 30 HOME DEPOT INC | P | 2012-06-14 | 2013-05-24 | $2,361 | $1,563 | $798 | $798 |
| 12 INTL BUSINESS MACHINES | P | 2013-04-16 | 2013-05-24 | $2,466 | $2,528 | -$62 | -$62 |
| 114 INTUIT INC | P | 2012-06-01 | 2013-05-09 | $6,798 | $6,303 | $495 | $495 |
| 105 INTUIT INC | P | 2012-06-07 | 2013-05-09 | $6,261 | $6,039 | $222 | $222 |
| 43 INTUIT INC | P | 2012-08-23 | 2013-05-09 | $2,564 | $2,502 | $62 | $62 |
| 196 INTUIT INC | P | 2013-04-16 | 2013-05-09 | $11,688 | $12,458 | -$770 | -$770 |
| 22 MCKESSON CORPORATION | P | 2012-07-31 | 2013-05-24 | $2,564 | $2,003 | $561 | $561 |
| 16 MONSANTO CO | P | 2012-07-31 | 2013-05-24 | $1,668 | $1,371 | $297 | $297 |
| 95 MARATHON OIL CORP | P | 2012-06-01 | 2013-05-24 | $3,323 | $2,300 | $1,023 | $1,023 |
| 25 MCDONALDS CORP | P | 2012-06-01 | 2013-05-24 | $2,506 | $2,181 | $325 | $325 |
| 25 NIKE INC | P | 2012-06-01 | 2013-05-24 | $1,561 | $1,313 | $248 | $248 |
| 99 ORACLE CORP | P | 2012-06-01 | 2013-05-24 | $3,326 | $2,590 | $736 | $736 |
| 34 SCHLUMBERGER LTD | P | 2012-06-01 | 2013-05-24 | $2,509 | $2,120 | $389 | $389 |
| 39 THERMO FISHER SCIENTIFIC | P | 2013-03-01 | 2013-05-24 | $3,347 | $2,904 | $443 | $443 |
| 35 UNITED TECHS CORP | P | 2012-06-01 | 2013-05-24 | $3,318 | $2,545 | $773 | $773 |
| 62 VALERO ENERGY CORP | P | 2013-03-26 | 2013-05-24 | $2,456 | $2,543 | -$87 | -$87 |
| 14 VISA INC | P | 2012-06-01 | 2013-05-24 | $2,507 | $1,579 | $928 | $928 |
| 17 ACE LIMITED | P | 2012-06-01 | 2013-05-24 | $1,516 | $1,200 | $316 | $316 |
| 58 WISCONSIN ENERGY CORP | P | 2012-06-01 | 2013-05-24 | $2,441 | $2,197 | $244 | $244 |
| 62 WELLS FARGO & CO | P | 2012-06-01 | 2013-05-24 | $2,474 | $1,910 | $564 | $564 |
| 1,000 ISHARES GOLD TR | P | 2012-06-05 | 2013-04-17 | $13,360 | $15,734 | -$2,374 | -$2,374 |
| 196 ISHARES GOLD TR | P | 2012-08-23 | 2013-04-17 | $2,619 | $3,185 | -$566 | -$566 |
| 150 ISHARES SILVER TR | P | 2012-06-05 | 2013-04-17 | $3,365 | $4,131 | -$766 | -$766 |
| 200 ISHARES SILVER TR | P | 2012-06-05 | 2013-04-17 | $4,487 | $5,508 | -$1,021 | -$1,021 |
| 100 ISHARES SILVER TR | P | 2012-06-05 | 2013-04-17 | $2,243 | $2,754 | -$511 | -$511 |
| 100 ISHARES SILVER TR | P | 2012-06-05 | 2013-04-17 | $2,243 | $2,754 | -$511 | -$511 |
| 107 ISHARES SILVER TR | P | 2012-08-23 | 2013-04-17 | $2,400 | $3,163 | -$763 | -$763 |
| 275 MICROSOFT CORP | P | 2012-06-01 | 2013-04-16 | $7,968 | $7,908 | $60 | $60 |
| 252 MICROSOFT CORP | P | 2012-06-07 | 2013-04-16 | $7,302 | $7,387 | -$85 | -$85 |
| 103 MICROSOFT CORP | P | 2012-08-23 | 2013-04-16 | $2,984 | $3,116 | -$132 | -$132 |
| 59 OCCIDENTAL PETE CORP | P | 2012-06-01 | 2013-03-26 | $4,572 | $4,623 | -$51 | -$51 |
| 54 OCCIDENTAL PETE CORP | P | 2012-06-07 | 2013-03-26 | $4,183 | $4,640 | -$457 | -$457 |
| 22 OCCIDENTAL PETE CORP | P | 2012-08-23 | 2013-03-26 | $1,704 | $1,923 | -$219 | -$219 |
| 163 AGILENT TECHNOLOGIES INC | P | 2012-06-01 | 2013-02-26 | $6,641 | $6,320 | $321 | $321 |
| 149 AGILENT TECHNOLOGIES INC | P | 2012-06-07 | 2013-02-26 | $6,070 | $5,995 | $75 | $75 |
| 376 AGILENT TECHNOLOGIES INC | P | 2012-07-17 | 2013-02-26 | $15,318 | $14,034 | $1,284 | $1,284 |
| 133 AGILENT TECHNOLOGIES INC | P | 2012-08-23 | 2013-02-26 | $5,419 | $4,980 | $439 | $439 |
| 991 PERKINELMER INC | P | 2013-02-26 | 2013-03-01 | $34,042 | $33,587 | $455 | $455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,211 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,972 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $915 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $915 | SubtotalAmt |
| Tax Based On Investment Income | $915 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $915 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERT GEARY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4095392055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 MARKET STREET STE 4 | AddressLine1 |
| City | GALVESTON | City |
| State | TX | State |
| ZIP Code | 77550 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BERT WILSON GEARY | ||||||
| 2301 MARKET STREET STE 4 | GALVESTON | TX | 77550 | PRES/DIR | 1.00 | $0 |
| SHARON ESTELLE GEARY | ||||||
| 2301 MARKET STREET STE 4 | GALVESTON | TX | 77550 | VP/TR/DIR | 1.00 | $0 |
| RUTH LOUISE GEARY | ||||||
| 2301 MARKET STREET STE 4 | GALVESTON | TX | 77550 | SEC/DIR | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE WILSON WHEREWITHAL FOUNDATION WAS FORMED TO FUND THE ORIGINAL GALVESTON ARTIST RESIDENCY #45-3342294 CHARITY. | Description1Txt |
| Expenses1 | $249,600 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,078,043 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,730 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,131,773 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,131,773 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,977 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,114,796 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,740 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,740 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $915 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $915 | TotalTaxAmt |
| Distributable Before Adj | $54,825 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $54,825 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $54,825 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $258,660 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $258,660 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $258,660 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,825 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $92,990 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $92,990 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $258,660 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,825 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $203,835 | RemainingDistriFromCorpusAmt |
| Total Corpus | $296,825 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $296,825 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $92,990 | ExcessFromYear1Amt |
| Excess From Current Year | $203,835 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BERT WILSON GEARY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GALVESTON ARTIST RESIDENCY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2521 SHIPS MECHANIC ROW | AddressLine1 |
| City | GALVESTON | City |
| State | TX | State |
| ZIP Code | 77550 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $249,600 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $249,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,942 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,211 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $53,153 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,153 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BERT W GEARY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 MARKET STREET STE 4 | AddressLine1 |
| City | GALVESTON | City |
| State | TX | State |
| ZIP Code | 77550 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EDWARD WALSH & ASSOCIATES | CategoryTxt |
| Amt | $995 | Amt |
| Net Investment Income | $398 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $398 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $597 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | ORGANIZATIONAL EXPENSES | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2011-11-22 | AcquiredCompletedOrExpendedDt |
| Amortized | $13,851 | AmortizedAmt |
| Deduction For Prior Years | $3,001 | DeductionForPriorYearsAmt |
| Amortization Period | 5.0000 | AmortizationPeriodRt |
| Current Year Amortization | $2,770 | CurrentYearAmortizationAmt |
| Total Amortization | $5,771 | TotalAmortizationAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH STOCKS | StockNm |
| EOY Book Value | $954,599 | EOYBookValueAmt |
| EOYFMV | $1,121,576 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Intangible Assets | Desc |
| BOY Book Value | $10,850 | BOYBookValueAmt |
| EOY Book Value | $8,080 | EOYBookValueAmt |
| EOYFMV | $8,080 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Amortization | Desc |
| Revenue And Expenses Per Books | $2,770 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,385 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,385 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH FEES | CategoryTxt |
| Amt | $14,107 | Amt |
| Net Investment Income | $5,643 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,643 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,463 | DisbursementsCharitablePrpsAmt |
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