THE WESSEL FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE WESSEL FOUNDATION (EIN 43-1944939)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-07
- IRS object ID
- 201102509349100210
- Schema version
- 2010v3.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-07T17:26:38-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2011-05-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAYNE D CORLEY | Name |
| Phone | 3145900001 | Phone |
| Date Prepared | 2011-09-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 166058 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 400 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 2019 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2019 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2419 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2019 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 800 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 800 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 22 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 22 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 822 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 822 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 800 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 6500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 6500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 7322 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 822 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 7300 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -4903 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1197 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 10559 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5678 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5678 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 45300 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 45300 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 160380 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 55859 | TotalAssetsBOY |
| Total Assets EOY | 50978 | TotalAssetsEOY |
| Total Assets EOYFMV | 166058 | TotalAssetsEOYFMV |
| Loans From Officers BOY | 1150 | LoansFromOfficersBOY |
| Loans From Officers EOY | 1172 | LoansFromOfficersEOY |
| Total Liabilities BOY | 1150 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1172 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 54709 | UnrestrictedBOY |
| Unrestricted EOY | 49806 | UnrestrictedEOY |
| Total Net Assets BOY | 54709 | TotalNetAssetsBOY |
| Total Net Assets EOY | 49806 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 55859 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 50978 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 54709 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -4903 | ExcessOfRevenueOverExpenses |
| Subtotal | 49806 | Subtotal |
| Total Net Assets Fund Balances EOY | 49806 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 6879 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 118062 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.058266 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 5581 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 125557 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044450 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 6400 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 114128 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.056077 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 6000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 116506 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051499 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 5008 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 90548 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.055308 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.265600 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053120 | AverageDistributionRatio |
| Net Noncharitable Assets | 135297 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 7187 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 12 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 7199 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 7300 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 12 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 12 | Subtotal |
| Tax Based On Investment Income | 12 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 12 | TaxPaidWithExtension |
| Total Credits And Payments | 12 | TotalCreditsAndPayments |
| 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 |
| 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Contributions to locally based non-profit organizations engaged in religious ministry and charitable communityservices such as the provision of housing needs for underprivledged and homeless | Description1 |
| Expenses1 | 6500 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 125610 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 11747 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 137357 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 137357 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2060 | CashDeemedCharitable |
| Net Noncharitable Assets | 135297 | NetNoncharitableAssets |
| Minimum Investment Return | 6765 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 6765 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 12 | TaxBasedOnInvestmentIncome |
| Total Tax | 12 | TotalTax |
| Distributable Amount Before Adj | 6753 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 6753 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 6753 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 7300 | ExpensesAndContributions |
| Qualifying Distributions | 7300 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 12 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 7288 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 6753 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 509 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 234 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 701 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 4625 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 998 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 7067 | TotalExcessDistriCarryover |
| Qualifying Distributions | 7300 | QualifyingDistributions |
| Applied To Current Year | 6753 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 547 | RemainingDistriFromCorpus |
| Total Corpus | 7614 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 509 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 7105 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 234 | ExcessFromYear4 |
| Excess From Year3 | 701 | ExcessFromYear3 |
| Excess From Year2 | 4625 | ExcessFromYear2 |
| Excess From Year1 | 998 | ExcessFromYear1 |
| Excess From Current Year | 547 | 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 |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| NURSES FOR NEWBORNS | ||||||
| 7259 LANSDOWNE 100 | ST LOUIS | MO | 63119 | 501c3 | charitable | $500 |
| BOYSGIRLS TOWN OF MO | ||||||
| PO BOX 189 | ST JAMES | MO | 65559 | 501c3 | childrencharitable | $500 |
| LOYOLA ACADEMY | ||||||
| 3854 WASHINGTON BLVD | ST LOUIS | MO | 63108 | 501c3 | educationcharitable | $500 |
| URSULINE ACADEMY | ||||||
| 341 S SAPPINGTON ROAD | ST LOUIS | MO | 63122 | 501c3 | educationcharitable | $500 |
| SISTERS OF LORETTO HISPANIC MINISTRY | ||||||
| 4616 MURDOCH CUT OFF | ST LOUIS | MO | 63119 | 501c3 | religiouscharitableaid to minorities | $500 |
| DE LA SALLE MIDDLE SCHOOL | ||||||
| 4145 KENNERLY AVE | ST LOUIS | MO | 63113 | 501c3 | educationcharitable | $500 |
| MARIAN MIDDLE SCHOOL | ||||||
| 4130 WYOMING ST | ST LOUIS | MO | 63116 | 501c3 | educationalcharitable | $500 |
| ST CECILIA NATIVITY SCHOOL | ||||||
| 5418 LOUISIANA | ST LOUIS | MO | 63111 | 501c3 | educationalcharitable | $500 |
| NOTRE DAME MIDDLE SCHOOL | ||||||
| 1420 SCOTT STREET | MILWAUKEE | WI | 53204 | 501c3 | educationalcharitable | $500 |
| ST CECILIA PARISH | ||||||
| 5418 LOUISIANA | ST LOUIS | MO | 63111 | 501c3 | religious | $1,000 |
| ST LOUIS LEARNING DISABILITIES ASSOC | ||||||
| 13573 BARRETT PARKWAY DR STE 110 | BALLWIN | MO | 63021 | 501c3 | educationalcharitable | $500 |
| ST VINCENT HOME FOR CHILDREN | ||||||
| 7401 FLORISSANT ROAD | ST LOUIS | MO | 63121 | 501c3 | educationalcharitable | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 6500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,019 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,019 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2019 | 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 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Per 2008 990PF | Category |
| Amount | $22 | Amount |
| Net Investment Income | 22 | NetInvestmentIncome |
Comments