Civic Intelligence

The William F Welch and Lorene W Welch Foundation

990PF • Fiscal year 2012 • EIN 83-6033434

Sep 01, 2011 to Aug 31, 2012 • Filed on Jan 25, 2013

PO Box J82801
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,748,811

Flat from 2012

Net Assets

$2,748,811

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$238,456

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $2,784,313Liabilities 2010: $0Net Assets 2010: $2,784,3132010Assets 2011: $2,775,429Liabilities 2011: $0Net Assets 2011: $2,775,4292011Assets 2012: $2,748,811Liabilities 2012: $0Net Assets 2012: $2,748,8112012Assets 2012: $2,748,811Liabilities 2012: $12012Assets 2013: $2,700,065Liabilities 2013: $0Net Assets 2013: $2,700,0652013Assets 2014: $2,769,138Liabilities 2014: $0Net Assets 2014: $2,769,1382014Assets 2015: $2,724,184Liabilities 2015: $0Net Assets 2015: $2,724,1842015Assets 2016: $2,423,186Liabilities 2016: $0Net Assets 2016: $2,423,1862016Assets 2017: $2,787,032Liabilities 2017: $0Net Assets 2017: $2,787,0322017Assets 2018: $2,865,156Liabilities 2018: $0Net Assets 2018: $2,865,1562018Assets 2019: $2,782,864Liabilities 2019: $0Net Assets 2019: $2,782,8642019Assets 2020: $2,700,621Liabilities 2020: $0Net Assets 2020: $2,700,6212020Assets 2021: $2,805,448Liabilities 2021: $0Net Assets 2021: $2,805,4482021Assets 2022: $2,579,765Liabilities 2022: $0Net Assets 2022: $2,579,7652022Assets 2023: $2,429,662Liabilities 2023: $0Net Assets 2023: $2,429,6622023Assets 2024: $2,016,724Liabilities 2024: $0Net Assets 2024: $2,016,7242024Assets 2025: $1,899,823Liabilities 2025: $0Net Assets 2025: $1,899,8232025

Highlighted filing

2012

Assets$2,748,811
Liabilities$0
Net Assets$2,748,811

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $105,0422010Expenses 2011: $226,7452011Expenses 2012: $238,4562012Revenue 2012: $211,838Expenses 2012: $238,456Net Income 2012: -$26,6182012Expenses 2013: $243,2882013Revenue 2014: $269,933Expenses 2014: $200,860Net Income 2014: $69,0732014Revenue 2015: $147,498Expenses 2015: $192,452Net Income 2015: -$44,9542015Revenue 2016: -$27,793Expenses 2016: $273,205Net Income 2016: -$300,9982016Revenue 2017: $585,417Expenses 2017: $221,571Net Income 2017: $363,8462017Revenue 2018: $306,814Expenses 2018: $228,690Net Income 2018: $78,1242018Revenue 2019: $150,818Expenses 2019: $233,110Net Income 2019: -$82,2922019Revenue 2020: $139,205Expenses 2020: $221,448Net Income 2020: -$82,2432020Revenue 2021: $395,126Expenses 2021: $290,299Net Income 2021: $104,8272021Revenue 2022: $46,939Expenses 2022: $272,622Net Income 2022: -$225,6832022Revenue 2023: $66,764Expenses 2023: $216,867Net Income 2023: -$150,1032023Revenue 2024: -$177,867Expenses 2024: $235,071Net Income 2024: -$412,9382024Revenue 2025: $163,609Expenses 2025: $280,510Net Income 2025: -$116,9012025

Highlighted filing

2012

Revenue-
Expenses$238,456
Net Income-
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Jan 25, 2013
Return Version
2011v1.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK ROTELLINICo-Trustee-$5,000-$5,000
WILLIAM B EBZERYCo-Trustee-$5,000-$5,000
RICHARD M DAVIS JRCo-Trustee-$5,000-$5,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSHERIDAN COUNTY MEMORIALCHARITABLEPUBLICSHERIDAN, WY, US$77,500
Paid GrantWYO THEATRE INCCHARITABLEPUBLICSHERIDAN, WY, US$60,000
Paid GrantSHERIDAN COLLEGEEDUCATIONALPUBLICSHERIDAN, WY, US$10,000
Paid GrantCENTER FOR A VITALCHARITABLEPUBLICSHERIDAN, WY, US$7,500
Paid GrantSHERIDAN COUNTY LIBRARYCHARITABLEPUBLICSHERIDAN, WY, US$5,000
Paid GrantSENIOR CITIZENS COUNCILCHARITABLEPUBLICSHERIDAN, WY, US$5,000
Paid GrantFAMILY PLANNING OF THECHARITABLEPUBLICSHERIDAN, WY, US$3,000
Paid GrantHABITAT FOR HUMANITYCHARITABLEPUBLICSHERIDAN, WY, US$3,000
Paid GrantHOLY NAME CATHOLIC CHURCHCHARITABLECHURCHSHERIDAN, WY, US$2,500
Paid GrantFREE CLINIC OF SHERIDANCHARITABLEPUBLICSHERIDAN, WY, US$1,500
Paid GrantWYOMING PUBLIC RADIOCHARITABLEPUBLICLARAMIE, WY, US$1,000
Paid GrantCHILD DEVELOPMENT CENTEREDUCATIONALPUBLICSHERIDAN, WY, US$1,000
Paid GrantCHILDREN HORSES ANDCHARITABLEPUBLICSHERIDAN, WY, US$1,000
Paid GrantSHERIDAN COUNTYCHARITABLEPUBLICSHERIDAN, WY, US$1,000
Filing and Contact Details

Filer

EIN
83-6033434
Raw XML AppendixShowing 400 of 881 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps08500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm050956
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss059456
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY02347021
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY02462808
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV03200570
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY040975
IRS990PF/BalanceSheets/OtherAssetsEOY040975
IRS990PF/BalanceSheets/OtherAssetsEOYFMV0368533
IRS990PF/BalanceSheets/RetainedEarningsBOY02775429
IRS990PF/BalanceSheets/RetainedEarningsEOY02748811
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0387433
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0245028
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0245028
IRS990PF/BalanceSheets/TotalAssetsBOY02775429
IRS990PF/BalanceSheets/TotalAssetsEOY02748811
IRS990PF/BalanceSheets/TotalAssetsEOYFMV03814131
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02775429
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02748811
IRS990PF/BalanceSheets/TotalNetAssetsBOY02775429
IRS990PF/BalanceSheets/TotalNetAssetsEOY02748811
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-01-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-04-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-11-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-04-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42010-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52011-10-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62010-05-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72012-01-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82010-04-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92011-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102011-10-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112010-07-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122011-04-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132005-11-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142011-07-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152009-09-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162011-08-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172008-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182011-10-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192008-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202010-08-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired212011-12-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222008-12-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired232005-04-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired242012-01-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired252011-05-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired262011-05-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-07-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-07-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-06-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-07-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-07-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-08-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-05-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-07-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-02-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-07-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-06-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-06-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132012-03-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142012-06-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152012-07-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162012-06-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172012-06-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182012-07-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192011-10-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202012-01-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212012-02-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222012-07-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232012-06-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242012-06-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252012-03-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262012-06-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272012-03-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset01500-AVALON RARE METALS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12000-NAT CITY CAP TRUST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21000-BB& T CAPITAL TRUST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31000-NAT CITY CAP TRUST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset40.298-FIDELITY CONTRAFUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51000-NAT CITY CAP TRUST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset61500-FIFTH THIRD CAPITAL TR PFD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7700-NUANCE COMMUNICATIONS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8800-FREEPORT MCMORAN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9600-PEABODY ENERGY CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10300-FREEPORT MCMORAN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset111000-PENN WEST ENERGY TRUST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12400-HALIBURTON
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13500-PEPSICO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14300-HALIBURTON
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15900-PNC CAPITAL TRUST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16300-HALIBURTON
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset171000-SUNTRUST CAPITAL IX
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18500-HALIBURTON
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset191000-WELLS FARGO CAP IV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset201000-HUGOTON ROYALTY TRUST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21FRACTIONAL-SOUTHERN COPPER CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset221000-JOY GLOBAL INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23MERGER-EL PASO CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset241000-KEYCORP CAPITAL X TRUST PREF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25FEE COAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset260.4-KINDER MORGAN INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset272000-MARTIN MIDSTREAM PARTNERS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-9106
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss114546
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-2287
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss36050
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss46
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5-353
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss63188
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7-2481
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8-5076

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.16$0.28$0.12
2024Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.18$0.24$0.41
2023Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.07$0.22$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.05$0.27$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.40$0.29$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.14$0.22$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.15$0.23$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.31$0.23$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.59$0.22$0.36
2016Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.03$0.27$0.30
2015Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.15$0.19$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.27$0.20$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.24
2012Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.24
2012Summary only. Only limited summary data is available for this year.$2.75$0.00$0.21$0.24$0.03
2011Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.23
2010Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.11