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MAGGIE WELBY FOUNDATION: Form 990EZ, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
MAGGIE WELBY FOUNDATION (EIN 20-3983205)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-14
IRS object ID
201243199349202974
Schema version
2011v1.2
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)
Timestamp2012-11-14T18:05:01-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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)
NameJIM WELBYName
TitleSECRETARYTitle
Phone3145208221Phone
Date Signed2012-11-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJEANETTE BAX-KURTZName
PTINP00096490PTIN
Phone3148622070Phone
Date Prepared2012-11-14DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Method Of Accounting CashXMethodOfAccountingCash
Schedule B Not RequiredXScheduleBNotRequired
Web SiteWWW.MAGGIEWELBY.ORGWebSite
Organization501c3XOrganization501c3
Gross Receipts100203GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc9678ContributionsGiftsGrantsEtc
Program Service Revenue7239ProgramServiceRevenue
Fundraising Gross Income82569FundraisingGrossIncome
Special Events Direct Expenses32690SpecialEventsDirectExpenses
Special Events Net Income Loss49879SpecialEventsNetIncomeLoss
Other Revenue Total717OtherRevenueTotal
Total Revenue67513TotalRevenue
Grants And Similar Amounts Paid50357GrantsAndSimilarAmountsPaid
Fees And Oth Pymt To Ind Contractors1180FeesAndOthPymtToIndContractors
Printing Publications Postage100PrintingPublicationsPostage
Other Expenses Total9925OtherExpensesTotal
Total Expenses61562TotalExpenses
Excess Or Deficit For Year5951ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY48770NetAssetsOrFundBalancesBOY
Other Changes In Net Assets-2925OtherChangesInNetAssets
Net Assets Or Fund Balances EOY51796NetAssetsOrFundBalancesEOY

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY48770BOY
EOY51796EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY48770BOY
EOY51796EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY48770BOY
EOY51796EOY
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 $2,500 TO $200.THERE WERE 54 SCHOLARSHIP RECIPIENTS FOR CHILDREN ATTENDING 22 DIFFERENT SCHOOLS. THERE WERE 10 GRANT RECIPIENTS AWARDED WITH THE ASSISTANCE OF 9 DIFFERENT ORGANIZATIONS.503570
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.07626
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.0100
FieldValueIRS element (for citing)
Total Program Service Expenses7726TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JAMIE WELBY
7 NEEDLE CTOFFALLONMO63368PRESIDENT7.00000
JIM WELBY
7 NEEDLE CTOFFALLONMO63368SECRETARY7.00000
STACIE BALLARD
7 NEEDLE CTOFFALLONMO63368TREASURER7.00000
CHRIS CORRIGAN
7 NEEDLE CTOFFALLONMO63368VICE PRESIDENT3.00000
JOANN MCCLURE
7 NEEDLE CTOFFALLONMO63368BOARD 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
CityOFFALLONCity
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 Years22061CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years35147CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years8884CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year7729CurrentTaxYearMinus1Year
Current Tax Year9678CurrentTaxYear
Total83499Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years22061CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years35147CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years8884CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year7729CurrentTaxYearMinus1Year
Current Tax Year9678CurrentTaxYear
Total83499Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total6783AmountsSubstContributorsTotal
Public Support Total17076716PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years861CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years849CurrentTaxYearMinus3Years
Current Tax Year Minus1 Year687CurrentTaxYearMinus1Year
Current Tax Year717CurrentTaxYear
Total3114Total
FieldValueIRS element (for citing)
Total Support86613TotalSupport
Gross Receipts From Admissions Etc329788GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.88570PublicSupportPertcentage170
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1TRIVIA NIGHTNameOfEvent1
Gross Receipts Event150185GrossReceiptsEvent1
Gross Revenue Event150185GrossRevenueEvent1
Cash Prizes Event1300CashPrizesEvent1
Rent Facility Costs Event11355RentFacilityCostsEvent1
Food And Beverage Event13636FoodAndBeverageEvent1
Other Direct Expenses Event14352OtherDirectExpensesEvent1
Name Of Event2GOLF TOURNAMENTNameOfEvent2
Gross Receipts Event225285GrossReceiptsEvent2
Gross Revenue Event225285GrossRevenueEvent2
Non Cash Prizes Event2180NonCashPrizesEvent2
Rent Facility Costs Event27064RentFacilityCostsEvent2
Food And Beverage Event22927FoodAndBeverageEvent2
Other Direct Expenses Event26020OtherDirectExpensesEvent2
Total Number Of Other Events1TotalNumberOfOtherEvents
Gross Receipts Other Events7099GrossReceiptsOtherEvents
Gross Revenue Other Events7099GrossRevenueOtherEvents
Food And Beverage Other Events2040FoodAndBeverageOtherEvents
Other Direct Expenses Other Events4816OtherDirectExpensesOtherEvents
Gross Receipts Total82569GrossReceiptsTotal
Gross Revenue Total Events82569GrossRevenueTotalEvents
Cash Prizes Total Events300CashPrizesTotalEvents
Non Cash Prizes Total Events180NonCashPrizesTotalEvents
Rent Facility Costs Total Events8419RentFacilityCostsTotalEvents
Food And Beverage Total Events8603FoodAndBeverageTotalEvents
Other Direct Expenses Total Events15188OtherDirectExpensesTotalEvents
Direct Expense Summary Events32690DirectExpenseSummaryEvents
Net Income Summary49879NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
OTHER REVENUEFORM 990-EZ, PART I, LINE 8DESCRIPTION: DIVIDEND INCOME. AMOUNT: 717.
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: 39,825.
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: 10,532. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 50,357.
OTHER EXPENSESFORM 990-EZ, PART I, LINE 16DESCRIPTION: LICENSES AND FEES. AMOUNT: 65. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 2,234. DESCRIPTION: SOCCER PROGRAM EXPENSES. AMOUNT: 7,626. TOTAL TO FORM 990-EZ, LINE 16: 9,925.
OTHER CHANGES IN NET ASSETSFORM 990-EZ, PART I, LINE 20DESCRIPTION: UNREALIZED GAIN/LOSS IN INVESTMENTS. AMOUNT: -2,925.

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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