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MAGGIE WELBY FOUNDATION: Form 990EZ, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
MAGGIE WELBY FOUNDATION (EIN 20-3983205)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-15
IRS object ID
201323199349204592
Schema version
2012v2.1
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)
Timestamp2013-11-15T18:04:19-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN431594752EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MUELLER PROST PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line17733 FORSYTH BLVD SUITE 1200AddressLine1
CityST LOUISCity
StateMOState
ZIP Code63105ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN203983205EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MAGGIE WELBY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMAGGNameControl
Phone3145208221Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameSTACIE BALLARDName
TitleTREASURERTitle
Phone3145208221Phone
Date Signed2013-11-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJEANETTE BAX-KURTZName
PTINP00096490PTIN
Phone3148622070Phone
Date Prepared2013-11-15DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashXMethodOfAccountingCash
Schedule B Not RequiredXScheduleBNotRequired
Web SiteWWW.MAGGIEWELBY.ORGWebSite
Organization501c3XOrganization501c3
Gross Receipts109070GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc16409ContributionsGiftsGrantsEtc
Program Service Revenue7752ProgramServiceRevenue
Fundraising Gross Income84105FundraisingGrossIncome
Special Events Direct Expenses26989SpecialEventsDirectExpenses
Special Events Net Income Loss57116SpecialEventsNetIncomeLoss
Other Revenue Total804OtherRevenueTotal
Total Revenue82081TotalRevenue
Grants And Similar Amounts Paid52205GrantsAndSimilarAmountsPaid
Fees And Oth Pymt To Ind Contractors2318FeesAndOthPymtToIndContractors
Printing Publications Postage3214PrintingPublicationsPostage
Other Expenses Total7470OtherExpensesTotal
Total Expenses65207TotalExpenses
Excess Or Deficit For Year16874ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY51796NetAssetsOrFundBalancesBOY
Other Changes In Net Assets1105OtherChangesInNetAssets
Net Assets Or Fund Balances EOY69775NetAssetsOrFundBalancesEOY

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY51796BOY
EOY69775EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY51796BOY
EOY69775EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY51796BOY
EOY69775EOY
FieldValueIRS element (for citing)
Info In Schedule O Part IIIXInfoInScheduleOPartIII
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. THE SCHOLARSHIP AND GRANT PROGRAMS COMMENCED IN 2006.PrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment (3 entries)

Description Program Service AccomDescriptionProgramServiceAccomGrants And AllocationsGrantsAndAllocationsProgram Service ExpensesProgramServiceExpenses
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 $2,050 TO $250.THERE WERE 54 SCHOLARSHIP RECIPIENTS FOR CHILDREN ATTENDING 22 DIFFERENT SCHOOLS. THERE WERE 10 GRANT RECIPIENTS AWARDED WITH THE ASSISTANCE OF 9 DIFFERENT ORGANIZATIONS.5220552205
SOCCER PROGRAM: THE MAGGIE WELBY FOUNDATION HOSTS AN ANNUAL SOCCER PROGRAM SO THAT CHILDREN MAY ENJOY THE GAME OF SOCCER AS MUCH AS MAGGIE DID. THE PROGRAM IS OF NO COST TO ANY PARTICIPANTS, AND RECOGNIZES AND CELEBRATES THE HEALTHY GAME OF SOCCER IN GRADE SCHOOL CHILDREN.03082
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.03214
FieldValueIRS element (for citing)
Total Program Service Expenses58501TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (5 entries)

TitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JAMIE WELBY
PRESIDENT7.00000
JIM WELBY
SECRETARY7.00000
STACIE BALLARD
TREASURER7.00000
CHRIS CORRIGAN
VICE PRESIDENT3.00000
JOANN MCCLURE
BOARD MEMBER7.00000
FieldValueIRS element (for citing)
Info In Schedule O Part VXInfoInScheduleOPartV
Activities Not Previously Rpt0ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc0MadeChangesToOrgnzngEtcDoc
Organization Had UBI0OrganizationHadUBI
Subject To Proxy Tax0SubjectToProxyTax
Organization Dissolved Etc0OrganizationDissolvedEtc
Direct Indirect Political Expend0DirectIndirectPoliticalExpend
Made Loans To From Officers0MadeLoansToFromOfficers
Tax Imposed Under IRC49110TaxImposedUnderIRC4911
Tax Imposed Under IRC49120TaxImposedUnderIRC4912
Tax Imposed Under IRC49550TaxImposedUnderIRC4955
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTrans
Amount Of Tax Imposed On Org Mgr0AmountOfTaxImposedOnOrgMgr
Amount Of Tax Reimbursed By Org0AmountOfTaxReimbursedByOrg
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JIM WELBYBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line17 NEEDLE CTAddressLine1
CityOFALLONCity
StateMOState
ZIP Code63368ZIPCode
FieldValueIRS element (for citing)
Telephone Number3145208221TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccount
Foreign Office0ForeignOffice
Maintain Any Donor Advised Funds0MaintainAnyDonorAdvisedFunds
Does Org Have Hospital0DoesOrgHaveHospital
Tanning Services Provided0TanningServicesProvided
Related Org Controlled Entity0RelatedOrgControlledEntity
Engage Political Cmpgn Activities0EngagePoliticalCmpgnActivities
Engage In Lobbying Activities0EngageInLobbyingActivities
Operating School0OperatingSchool
Trnsfrs Exempt Non Char Related Org0TrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid EmplNONEPartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof SerNONEPartVIAHghstPaidCntrctProfSer
Filed Schedule A1FiledScheduleA

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years35147CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years8884CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years7729CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9678CurrentTaxYearMinus1Year
Current Tax Year16409CurrentTaxYear
Total77847Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years35147CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years8884CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years7729CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9678CurrentTaxYearMinus1Year
Current Tax Year16409CurrentTaxYear
Total77847Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total1725AmountsSubstContributorsTotal
Public Support Total17076122PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years849CurrentTaxYearMinus4Years
Current Tax Year Minus2 Years687CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year717CurrentTaxYearMinus1Year
Current Tax Year804CurrentTaxYear
Total3057Total
FieldValueIRS element (for citing)
Total Support80904TotalSupport
Gross Receipts From Admissions Etc373557GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.94090PublicSupportPertcentage170
Public Support Pertcent Prior Year0.88570PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1TRIVIA NIGHTNameOfEvent1
Gross Receipts Event146740GrossReceiptsEvent1
Charitable Contributions Event13677CharitableContributionsEvent1
Gross Revenue Event143063GrossRevenueEvent1
Cash Prizes Event1300CashPrizesEvent1
Rent Facility Costs Event10RentFacilityCostsEvent1
Food And Beverage Event13622FoodAndBeverageEvent1
Other Direct Expenses Event15999OtherDirectExpensesEvent1
Name Of Event2GOLF TOURNAMENTNameOfEvent2
Gross Receipts Event235027GrossReceiptsEvent2
Charitable Contributions Event22700CharitableContributionsEvent2
Gross Revenue Event232327GrossRevenueEvent2
Rent Facility Costs Event27246RentFacilityCostsEvent2
Food And Beverage Event23321FoodAndBeverageEvent2
Other Direct Expenses Event22417OtherDirectExpensesEvent2
Total Number Of Other Events1TotalNumberOfOtherEvents
Gross Receipts Other Events8715GrossReceiptsOtherEvents
Gross Revenue Other Events8715GrossRevenueOtherEvents
Food And Beverage Other Events2084FoodAndBeverageOtherEvents
Other Direct Expenses Other Events2000OtherDirectExpensesOtherEvents
Gross Receipts Total90482GrossReceiptsTotal
Charitable Contributions Total6377CharitableContributionsTotal
Gross Revenue Total Events84105GrossRevenueTotalEvents
Cash Prizes Total Events300CashPrizesTotalEvents
Rent Facility Costs Total Events7246RentFacilityCostsTotalEvents
Food And Beverage Total Events9027FoodAndBeverageTotalEvents
Other Direct Expenses Total Events10416OtherDirectExpensesTotalEvents
Direct Expense Summary Events26989DirectExpenseSummaryEvents
Net Income Summary57116NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
OTHER REVENUEFORM 990-EZ, PART I, LINE 8DESCRIPTION: DIVIDEND INCOME. AMOUNT: 804.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: SCHOLARSHIPS LESS THAN $5,000. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 38,770.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: GRANTS LESS THAN $5,000. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 13,435. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 52,205.
OTHER EXPENSESFORM 990-EZ, PART I, LINE 16DESCRIPTION: OFFICE EXPENSE. AMOUNT: 4,388. DESCRIPTION: SOCCER PROGRAM EXPENSES. AMOUNT: 3,082. TOTAL TO FORM 990-EZ, LINE 16: 7,470.
OTHER CHANGES IN NET ASSETSFORM 990-EZ, PART I, LINE 20DESCRIPTION: UNREALIZED GAIN/LOSS IN INVESTMENTS. AMOUNT: 1,105.

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.Declaration

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