Wolfe Family Foundation Tr Agmt Dtd 050997, Wolfe R Dean & Cheryl L Ttees in Clayton, Missouri (MO)

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Wolfe Family Foundation Tr Agmt Dtd 050997, Wolfe R Dean & Cheryl L Ttees
Employer Identification Number (EIN)436763413
Name of OrganizationWolfe Family Foundation Tr Agmt Dtd 050997
Secondary NameWolfe R Dean & Cheryl L Ttees
In Care of NameR Dean Wolfe
Address800 S Hanley Road, Clayton, MO 63105-2687
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date02/1998
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$500,000 to $999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$651,151
Amount of Income$297,222
Form 990 Revenue Amount$4,284
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations

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Amount of income in 2012: $297,222 (it was $465,133 in 2011)
This organization: 

Other organizations performing similar types of work: 


Assets in 2012: $651,151 (it was $690,599 in 2011)
Wolfe Family Foundation Tr Agmt Dtd 050997, Wolfe R Dean & Cheryl L Ttees: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$4,284$19,306$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$19,306
Gross rents$0
Gross profit from sales of goods$0
Other income$1,073
Total expenses and disbursements$90,889$12,789$0$78,100
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$12,789$12,789$0
Contributions, gifts, grants paid$78,100
Excess of revenue over expenses and disbursements$-86,605
Net investment income$6,517
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$690,599$745,586
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$560,452
Investments-corporate bonds$0
Investments-mortgage loans$0
Total liabilities$1
Mortgages and other notes payable$0
Total liabilities and net assets/fund balances$690,599
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$0
Net capital loss$-16,095
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$130
Total credits and payments$460
2011 estimated tax payments and 2010 overpayment credited to 2011$460
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Amount to be credited to 2012 estimated tax$330
Statements Regarding Activities (for 2011)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$837,525
Net value of noncharitable-use assets$824,960
Minimum investment return$41,248
Distributable Amount (for 2011)
Distributable amount$41,118
Undistributed Income (for 2011)
Distributable amount for 2011$41,118
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Stephen F & Camilla T Brauer Char Trust424 S Woods Mill Rd Ste 325, Chesterfield, MO 63017-3479MO1997-06$5,743,886
2William D Morgan Charitable FoundationPO BOX 1107, Hannibal, MO 63401-1107MO1998-02$1,609,358
3Schweinfurth FoundationPO BOX 387, Saint Louis, MO 63166-0387MO1995-05$1,516,840
4S Orlando Somers Trust905 Nw Cedar Creek Ln, Lees Summit, MO 64081-1822MO1998-09$616,130
5Turner Family Foundation4725 E Royal Dr, Springfield, MO 65809-2423MO1998-02$613,740
6The@donald H And Mary Jane Buchanan Foundation3870 S Lindbergh Blvd Ste 155, Saint Louis, MO 63127-1393MO1998-05$369,908
7Wolfe Family Foundation Tr Agmt Dtd 050997, Wolfe R Dean & Cheryl L Ttees800 S Hanley Road, Clayton, MO 63105-2687MO1998-02$297,222
8The Danajames Charitable Foundation800 W 47th St Ste 430, Kansas City, MO 64112-1246MO1995-08$148,281
9Taylor Unity Foundation3041 W Picket Post St, Columbia, MO 65203-9584MO1997-06$108,373
10Verna Wulfekammer Memorial Trust500 Cumberland Rd, Columbia, MO 65203-3045MO1997-01$66,838
11Warrigton Bldg Repair & Maint FundPO BOX 387, Saint Louis, MO 63166-0387MO1997-05$38,393
12The@barnabas Foundation, Daily B & S Daily Co Ttees18 Overbrook Dr, St Louis, MO 63124-1482MO1998-07$25,880
13The@anthony F Sansone Sr And Mary Anne Michaels Sansone Charitable, Zafft Gene M Ttee120 S Central Ave Ste 500, Clayton, MO 63105-1733MO1998-10$20,155
14Smoliar Foundation, Smoliar Burton B Ttee400 W 49th Ter Ste 1100, Kansas City, MO 64112-2407MO1997-03$19,102
15Wecanb Family Foundation422 W Robin Ridge Rd, Columbia, MO 65203-9350MO1998-06$10,606
16Stonebright FoundationPO BOX 1150, Cpe Girardeau, MO 63702-1150MO1997-02$8,410
17The@david J Richardson Foundation, Richardson David J Ttee7 Briarcliff, Saint Louis, MO 63124-1701MO1998-06$8,365
18Willcoxon Family Foundation1316 Northridge Ter, Joplin, MO 64801-9547MO1998-06$5,986
19Trust For Ashland United Methodist ChurchPO BOX 387, Saint Louis, MO 63166-0387MO1997-05$3,773
20The Weber Family Foundation, Weber John R & Gloria Richie Co Tes162 Ameren Way Apt 308, Ballwin, MO 63021-3320MO1998-01$565
Number of organizations performing similar types of work
District of Columbia24
North Carolina135
North Dakota2
New Hampshire17
New Jersey210
New Mexico24
New York530
Rhode Island33
South Carolina40
South Dakota12
West Virginia9

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