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Nonprofiteer
← ROBERT S HEIDT SR WELLINGTON FOUNDATION

Form 990 for tax year 2023

Filed by ROBERT S HEIDT SR WELLINGTON FOUNDATION.

Totals

Total revenue
-$97,246
Total expenses
$272,254
Contributions and grants received
$0
Grants paid
$261,395
Program service revenue
$0
Investment income
-$97,246
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$263,745
Management and general expenses
$8,509
Fundraising expenses
$0
Program service expenses (Part III)
$263,745

Program services were 96.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $7,898 · related or exempt $3,948 · excluded $3,950

  • 7a · Gross sales of assets other than inventory

    securities $219,933

  • 7b · Less cost or other basis and sales expenses

    securities $325,077

  • 7c · Gain or loss

    securities -$105,144

  • 7d · Net gain or loss

    total -$105,144 · excluded -$105,144

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $261,395 · program services $261,395

  • 11c · Fees: accounting

    total $5,300 · management and general $5,300

  • 22 · Depreciation, depletion and amortization

    total $2,350 · program services $2,350

  • 24a · Other expenses: INVESTMENT MANAGEMENT F

    total $2,562 · management and general $2,562

  • 24b · Other expenses: OTHER EXPENSES

    total $541 · management and general $541

  • 24c · Other expenses: FOREIGN TAX PAID

    total $106 · management and general $106

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,163 · end of year $0

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $986 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $315,927 · end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $321,076 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

THE PRIMARY EXEMPT PURPOSE OF ROBERT S. HEIDT, SR., WELLINGTON FOUNDATION IS: TO FURTHER ENHANCE AND SUPPORT, BY CLINICAL STUDY, LABORATORY RESEARCH, PUBLICATION, AND TEACHING, THE KNOWLEDGE OF ORTHOPAEDICS AND ORTHOPAEDIC SURGERY AND THE APPLICATION OF SUCH KNOWLEDGE TO THE PREVENTION AND TREATMENT OF DISEASES, INJURIES, AND CONDITIONS OF THE BODY STRUCTURE AND FUNCTIONING; TO FURNISH ASSISTANCE IN THE TRAINING AND EDUCATION OF PHYSICIANS AND OTHER MEDICAL PERSONNEL IN ORTHOPAEDICS AND ORTHOPAEDIC SURGERY; TO ASSIST IN THE PURSUIT OF MEDICAL RESEARCH ACTIVITIES AND TO EXTEND FINANCIAL AID TO SUPPORT SUCH ACTIVITIES; TO ASSIST IN THE PROVISION OF SPECIAL FACILITIES AND EQUIPMENT FOR THE CARE AND RELIEF OF THE SICK AND INJURED WHERE THE NEED IS DEEMED URGENT AND WHICH WOULD NOT OTHERWISE ORDINARILY BE PROVIDED; TO ASSIST IN THESE ACTIVITIES IN SUCH OTHER MANNERS AS MAY BE DECIDED UPON FROM TIME TO TIME; TO EXTEND FINANCIAL AND OTHER AID OR ASSISTANCE TO NEEDY MEDICAL STUDENTS.

Activities or mission (Part I)

THE PRIMARY EXEMPT PURPOSE OF ROBERT S. HEIDT, SR., WELLINGTON FOUNDATION IS TO FURTHER ENHANCE AND SUPPORT, BY CLINICAL STUDY, LABORATORY RESEARCH, PUBLICATION, AND TEACHING, THE KNOWLEDGE OF ORTHOPAEDICS AND ORTHOPAEDIC SURGERY.

  • ORTHOPAEDIC FELLOWSHIP PROGRAM: ACTIVITIES INCLUDED SUBMITTING VARIOUS ORTHOPAEDIC SUBJECTS FOR PUBLICATION, VARIOUS PRESENTATIONS ON ORTHOPAEDIC SUBJECTS WERE MADE AT NATIONAL EVENTS.

    Expenses $263,745 · Grants $261,395

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Denver T Stanfield

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Robert S Heidt Jr

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ORTHOPAEDIC CONSULTANTS OF CINCINNATI

    C · ORTHOPAEDICS · OH

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2023
Filed
5 August 2024
IRS schema version
2023v5.1
Source object
202402329349300400

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