THE WESSEL FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE WESSEL FOUNDATION (EIN 43-1944939)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-08
- IRS object ID
- 201331289349100248
- Schema version
- 2012v2.0
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-08T13:34:56-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CORLEY LAW FIRM PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 EXECUTIVE PARKWAY DR STE 104 | AddressLine1 |
| City | SAINT LOUIS | City |
| State | MO | State |
| ZIP Code | 63141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431944939 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WESSEL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WESS | NameControl |
| Phone | 3145900001 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4805 OAKRIDGE PARK COURT | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63129 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J SCOTT WESSEL | Name |
| Title | TRUSTEE | Title |
| Phone | 3145900001 | Phone |
| Date Signed | 2013-05-06 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAYNE D CORLEY | Name |
| Phone | 3145900001 | Phone |
| Date Prepared | 2013-05-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 128763 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 2640 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1320 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2640 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1320 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1065 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1065 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1065 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 6 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 6 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 1071 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1071 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1065 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1071 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1071 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1065 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1569 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 249 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 506 | CashBOY |
| Cash EOY | 484 | CashEOY |
| Cash EOYFMV | 484 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 764 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1839 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1839 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 45300 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 45300 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 126440 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 46570 | TotalAssetsBOY |
| Total Assets EOY | 47623 | TotalAssetsEOY |
| Total Assets EOYFMV | 128763 | TotalAssetsEOYFMV |
| Loans From Officers BOY | 1690 | LoansFromOfficersBOY |
| Loans From Officers EOY | 1690 | LoansFromOfficersEOY |
| Other Liabilities BOY | 500 | OtherLiabilitiesBOY |
| Total Liabilities BOY | 2190 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1690 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 44380 | UnrestrictedBOY |
| Unrestricted EOY | 45933 | UnrestrictedEOY |
| Total Net Assets BOY | 44380 | TotalNetAssetsBOY |
| Total Net Assets EOY | 45933 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 46570 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 47623 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 44380 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1569 | ExcessOfRevenueOverExpenses |
| Subtotal | 45949 | Subtotal |
| Other Decreases | 16 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 45933 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 7720 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 132739 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.058159 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 7288 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 135297 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.053867 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 6879 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 118062 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.058266 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5581 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 125557 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.044450 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 6400 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 114128 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.056077 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.270819 | TotalDistributionRatio |
| Average Distribution Ratio | 0.054164 | AverageDistributionRatio |
| One Percent Net Investment Income | 2 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1065 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2 | Subtotal |
| Tax Based On Investment Income | 2 | TaxBasedOnInvestmentIncome |
| Tax Paid Original Return | 0 | TaxPaidOriginalReturn |
| Tax Due | 2 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MO | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | J SCOTT WESSEL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3145900001 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4805 OAKRIDGE PARK COURT ST | AddressLine1 |
| City | LOUIS | City |
| State | MO | State |
| ZIP Code | 63149 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| J SCOTT WESSEL | ||||||||
| 4805 OAKRIDGE PARK CT | ST LOUIS | MO | 63129 | President | 2.00 | 0 | 0 | 0 |
| KATHLEEN M WESSEL | ||||||||
| 4805 OAKRIDGE PARK CT | ST LOUIS | MO | 63129 | Secretary/Treasurer | 1.00 | 0 | 0 | 0 |
| JENNIFER A KRINER | ||||||||
| 7911 SANTOLINA DRIVE | INDIANAPOLIS | IN | 46237 | V.P. OF PUBLIC RELAT | 1.00 | 0 | 0 | 0 |
| AMY A WESSEL | ||||||||
| 3507 N RETA AVENUE UNIT 1 | CHICAGO | IL | 60657 | V.P. of Operations | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | 2 | TaxBasedOnInvestmentIncome |
| Total Tax | 2 | TotalTax |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1065 | ExpensesAndContributions |
| Qualifying Distributions | 1065 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1063 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 701 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 4625 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 998 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 547 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1115 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 7986 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1065 | QualifyingDistributions |
| Remaining Distri From Corpus | 1065 | RemainingDistriFromCorpus |
| Total Corpus | 9051 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 701 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 8350 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 4625 | ExcessFromYear4 |
| Excess From Year3 | 998 | ExcessFromYear3 |
| Excess From Year2 | 547 | ExcessFromYear2 |
| Excess From Year1 | 1115 | ExcessFromYear1 |
| Excess From Current Year | 1065 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J SCOTT WESSEL CONTRIBUTED ASSETS 5 | ContributingManager |
| Contributing Manager | J SCOTT WESSEL CONTRIBUTED ASSETS 5 | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,640 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,640 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2640 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Morgan Stanley Smith Barney: 5964232812351 | NameOfStock |
| EOY Book Value | 45300 | EOYBookValue |
| EOYFMV | 126440 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Federal Tax | Description |
| Amount | $16 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Per 2011 990PF | Description |
| Revenue And Expenses Per Books | 6 | RevenueAndExpensesPerBooks |
| Net Investment Income | 6 | NetInvestmentIncome |
Comments