DARREL AND AUDREY WEBER FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DARREL AND AUDREY WEBER FOUNDATION (EIN 20-4861846)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-08
IRS object ID
202440999349100639
Schema version
2023v5.0
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)
Return2024-04-08T18:26:31-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN300003878PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BENNING GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11809 10TH STAddressLine1Txt
CityMONROECityNm
State AbbreviationWIStateAbbreviationCd
ZIP535661830ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204861846EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DARREL AND AUDREY WEBER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDARRBusinessNameControlTxt
Phone7347703627PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1612 8TH AVENUEAddressLine1Txt
CityNEW GLARUSCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53574ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD WEBERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6086365992PhoneNum
Signature2024-04-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHOWARDPersonFirstNm
Person LastWEBERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNY L BLOCKERPreparerPersonNm
PTINP00883678PTIN
Phone6083255035PhoneNum
Preparation2024-04-01PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$248,173FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,253InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,253InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,253InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$4,408DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,408DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,408DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$445NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$43,473GrossSalesPriceAmt
Net ST Capital Gain Adj Net Incm$1,603NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$238OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$238OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$238OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$5,454TotalRevAndExpnssAmt
Total Net Invst Incm$5,899TotalNetInvstIncmAmt
Total Adj Net Incm$7,502TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$575OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$575OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$575OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$575OtherProfFeesDsbrsChrtblAmt
Occupancy Rev And Expnss$9,200OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$9,200OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$9,200OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$9,200OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,475TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,475TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$1,475TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,475TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$3,515PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$3,515PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$3,515PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$3,515PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,957OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,957OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$10,957OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$10,957OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,722TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,722TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$25,722TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25,722TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$32,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$32,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$58,222TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,722TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$25,722TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$58,222TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$52,768ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,072CashBOYAmt
Cash EOY$6,611CashEOYAmt
Cash EOYFMV$6,611CashEOYFMVAmt
Sav And Temp Cash Invst BOY$101,168SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$51,524SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$51,524SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$196,613CorporateStockBOYAmt
Corporate Stock EOY$197,950CorporateStockEOYAmt
Corporate Stock EOYFMV$190,038CorporateStockEOYFMVAmt
Total Assets BOY$308,853TotalAssetsBOYAmt
Total Assets EOY$256,085TotalAssetsEOYAmt
Total Assets EOYFMV$248,173TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$308,853RetainedEarningBOYAmt
Retained Earning EOY$256,085RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$308,853TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$256,085TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$308,853TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$256,085TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$308,853TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$52,768ExcessRevenueOverExpensesAmt
Subtotal$256,085SubtotalAmt
Tot Net Ast Or Fund Balances EOY$256,085TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TD AMERITRADED$43,473$40,505$2,968$2,968
SECTION 1256 STRADDLE S/TP$1,365-$1,365-$1,365
SECTION 1256 STRADDLE L/TP$2,048-$2,048-$2,048
FieldValueIRS element (for citing)
Capital Gain Net Income-$445CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,603NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHOWARD WEBERIndividualWithBooksNm
Phone7347703627PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1612 8TH AVEAddressLine1Txt
CityNEW GLARUSCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53574ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HOWARD WEBER
612 8TH AVENEW GLARUSWI53574TRUSTEE000.00$0$0$0
MARINA EFIMOVA
612 8TH AVENEW GLARUSWI53574TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$190,503AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$85,199AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$275,702TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$275,702AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,136CashDeemedCharitableAmt
Net Vl Noncharitable Assets$271,566NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,578MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,578MinimumInvestmentReturnAmt
Distributable Before Adj$13,578DistributableBeforeAdjAmt
Distributable Before Ded$13,578DistributableBeforeDedAmt
Distributable As Adjusted$13,578DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$58,222ExpensesAndContributionsAmt
Qualifying Distributions$58,222QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,578DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$28,658ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$21,206ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$30,984ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$80,848TotalExcessDistributionCyovAmt
Qualifying Distributions$58,222QualifyingDistributionsAmt
Applied To Current Year$13,578AppliedToCurrentYearAmt
Remaining Distri From Corpus$44,644RemainingDistriFromCorpusAmt
Total Corpus$125,492TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$125,492ExcessDistriCyovToNextYrAmt
Excess From Year3$28,658ExcessFromYear3Amt
Excess From Year2$21,206ExcessFromYear2Amt
Excess From Year1$30,984ExcessFromYear1Amt
Excess From Current Year$44,644ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LUSTGARTEN FOUNDATION
415 CROSSWAYS PARK DRIVESUITE DWOODBURYNY11797DONATION$1,000
GREEN COUNTY FOOD PANTRY
1129 17TH AVEMONROEWI53566DONATION$500
SUNSHINE FOUNDATION
612 8TH AVENEW GLARUSWI53574DONATION$30,000
HABITAT FOR HUMANITY OF GREEN CTY
305 2ND ST NMONROEWI53566DONATION$500
GRACE CHURCH
416 2ND STREETNEW GLARUSWI53574DONATION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$32,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,253ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,408ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$445ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCDesc
Exclusion14ExclusionCd
Exclusion$238ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,454ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,454TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
TD AMERITRADE-STOCK$36,119$28,207
TD AMERITRADE-IDA$32,357$32,357
BANK OF NEW GLARUS$129,474$129,474

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
OFFICE EXPENSE$4,516$4,516$4,516$4,516
POSTAGE$925$925$925$925
TRAINING$5,516$5,516$5,516$5,516

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCDesc
Revenue And Expenses Per Books$238RevenueAndExpensesPerBooksAmt
Net Investment Income$238NetInvestmentIncomeAmt
Adjusted Net Income$238AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT OTHER PROFESSIONAL FEESCategoryTxt
Amt$575Amt
Net Investment Income$575NetInvestmentIncomeAmt
Adjusted Net Income$575AdjustedNetIncomeAmt
Disbursements Charitable Prps$575DisbursementsCharitablePrpsAmt

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