WEBBER FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WEBBER FAMILY FOUNDATION INC (EIN 04-3493753)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-01
IRS object ID
202521219349101052
Schema version
2024v5.1
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)
Return2025-05-01T08:42:10-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042689883PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WOLF & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1255 STATE STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043493753EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WEBBER FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWEBBBusinessNameControlTxt
Phone9784486233PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12824 SILVERLEAF LANEAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN H WEBBERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9784486233PhoneNum
Signature2025-04-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA A EXTANCE CPAPreparerPersonNm
PTINP01278902PTIN
Phone6174399700PhoneNum
Preparation2025-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$295,905FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$350,008ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$102InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$102InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,649DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,649DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$145,238NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$401,117GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$145,238CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$502,997TotalRevAndExpnssAmt
Total Net Invst Incm$152,989TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,675AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,675AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,933OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,933OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$212TaxesRevAndExpnssAmt
Taxes Net Invst Incm$212TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$18OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$18OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,838TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,145TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,693TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$228,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$228,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$234,438TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,145TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$232,293TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$268,559ExcessRevenueOverExpensesAmt
Net Investment Income$150,844NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,931SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$30,670SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$30,670SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$86,073OtherInvestmentsBOYAmt
Other Investments EOY$236,486OtherInvestmentsEOYAmt
Other Investments EOYFMV$265,235OtherInvestmentsEOYFMVAmt
Total Assets BOY$108,004TotalAssetsBOYAmt
Total Assets EOY$267,156TotalAssetsEOYAmt
Total Assets EOYFMV$295,905TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$108,004RetainedEarningBOYAmt
Retained Earning EOY$267,156RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$108,004TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$267,156TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$108,004TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$267,156TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$108,004TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$268,559ExcessRevenueOverExpensesAmt
Other Increases$181OtherIncreasesAmt
Subtotal$376,744SubtotalAmt
Other Decreases$109,588OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$267,156TotNetAstOrFundBalancesEOYAmt

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
CHARLES SCHWAB #9345P$40,564$38,558$2,006$2,006
CHARLES SCHWAB #9345P$360,433$217,321$143,112$143,112
CAPITAL GAINS DIVIDENDSP$120$120$120
FieldValueIRS element (for citing)
Capital Gain Net Income$145,238CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,097InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,097SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,097TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,028EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,028TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,069TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTEVEN H WEBBERIndividualWithBooksNm
Phone9784486233PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12824 SILVERLEAF LANEAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34105ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVEN H WEBBER
2824 SILVERLEAF LANENAPLESFL34105PRES/TREAS/CLERK/DIRECTOR0.00$0$0$0
NANCY M WEBBER
2824 SILVERLEAF LANENAPLESFL34105VICE PRESIDENT/DIRECTOR0.00$0$0$0
JOSHUA A WEBBER
3 ERINS WAYSOUTH HAMILTONMA01982DIRECTOR0.00$0$0$0
JEREMY A WEBBER
36 BIRCH HILL ROADNEWTONMA02465DIRECTOR0.00$0$0$0
KATHRYN A WEBBER
44 AVON STREETCAMBRIDGEMA02138DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$274,982AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$31,988AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$306,970TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$306,970AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,605CashDeemedCharitableAmt
Net Vl Noncharitable Assets$302,365NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,118MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,118MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,097TaxBasedOnInvestmentIncomeAmt
Total Tax$2,097TotalTaxAmt
Distributable Before Adj$13,021DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$13,021DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$13,021DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$232,293ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$232,293QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,021DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$65,794ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$51,518ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$65,702ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$42,121ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$83,975ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$309,110TotalExcessDistributionCyovAmt
Qualifying Distributions$232,293QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,021AppliedToCurrentYearAmt
Remaining Distri From Corpus$219,272RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$528,382TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$65,794ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$462,588ExcessDistriCyovToNextYrAmt
Excess From Year4$51,518ExcessFromYear4Amt
Excess From Year3$65,702ExcessFromYear3Amt
Excess From Year2$42,121ExcessFromYear2Amt
Excess From Year1$83,975ExcessFromYear1Amt
Excess From Current Year$219,272ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSTEVEN H WEBBERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12824 SILVERLEAF LANEAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34105ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9784486233RecipientPhoneNum
Form And Info And MaterialsAPPLICATION SHOULD BE SUBMITTED IN WRITING, STATING AMOUNT OF GRANT REQUESTED AND PURPOSEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S DISEASE RESEARCH
22512 GATEWAY CENTER DRIVECHARKSBURGMD20871NOT RELATED501(C)(3)CHARITABLE PURPOSE$10,000
CAMBRIDGE SCHOOL OF WESTON
45 GEORGIAN RDWESTONMA02493NOT RELATED501(C)(3)CHARITABLE PURPOSE$100,000
PARKINSON RESEARCH FOUNDATION
PO BOX 96318WASHINGTONDC20090NOT RELATED501(C)(3)CHARITABLE PURPOSE$10,000
RADICAL JOY FOR HARD TIMES
369 N APPLEGATE RDITHACANY14850NOT RELATED501(C)(3)CHARITABLE PURPOSE$10,000
ST JUDE
501 SAINT JUDE PLACEMEMPHISTN38105NOT RELATED501(C)(3)CHARITABLE PURPOSE$30,000
THE SHELTER
PO BOX 10102NAPLESFL34101NOT RELATED501(C)(3)CHARITABLE PURPOSE$15,200
BIONEERS
215 LINCOLN AVE 202SANTA FENM87501NOT RELATED501(C)(3)CHARITABLE PURPOSE$20,000
CONSERVATION OF LAW FOUNDATION
62 SUMMER STREETBOSTONMA02110NOT RELATED501(C)(3)CHARITABLE PURPOSE$2,000
GBH BEACON CIRCLE
PO BOX 412857BOSTONMA022412857NOT RELATED501(C)(3)CHARITABLE PURPOSE$10,000
INCOMPASS
4 OMNI WAYCHELMSFORDMA01824NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
OFF THE STREET CLUB
25 N KARLOV AVECHICAGOIL60624NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
UNICEF USA
18 TREMONT STREET 820BOSTONMA02108NOT RELATED501(C)(3)CHARITABLE PURPOSE$1,000
BRIGHAM & WOMEN'S HOSPITAL
75 FRANCIS STREETBOSTONMA02115NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
MERCY HOSPITAL
1235 E CHROKEE STREETSPINGFIELDMO658042203NOT RELATED501(C)(3)CHARITABLE PURPOSE$5,000
SPECIAL OLYMPICS
2600 VIRGINIA AVE NW 11TH FLOORWASHINGTONDC20037NOT RELATED501(C)(3)CHARITABLE PURPOSE$200
WIKIPEDIA FOUNDATION
1 SANSOME STREET SUITE 1895SAN FRANCISCOCA94104NOT RELATED501(C)(3)CHARITABLE PURPOSE$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$228,600TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$102ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,649ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$145,238ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$152,989ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$152,989TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1STEVEN WEBBERBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12824 SILVERLEAF LANEAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34105ZIPCd
FieldValueIRS element (for citing)
Total Contributions$350,008TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (21 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11302.9 SHARES OF DFCEX$29,8472024-03-22
11959 SHARES OF DFIEX$31,3442024-03-22
1897.2 SHARES OF DISVX$19,9002024-03-22
1355 SHARES OF DFALX$9,8752024-03-22
11912 SHARES OF DFIHX$19,6362024-03-22
1384 SHARES OF DFREX$14,6172024-03-22
11676 SHARES OF DFEOX$66,0762024-03-22
1439.6 SHARES OF DFLVX$21,2412024-03-22
1688.5 SHARES OF DFFVX$22,3352024-03-22
1206 SHARES OF DFIV$7,5092024-03-22
1192 SHARES OF DFEM$4,9022024-03-22
137 SHARES OF DFIC$9882024-03-22
1108 SHARES OF DFIS$2,6892024-03-22
1217 SHARES OF DFSD$10,1922024-03-22
132 SHARES OF DFAC$1,0162024-03-22
1346 SHARES OF DFAS$21,2862024-03-22
152 SHARES OF DFAT$2,7852024-03-22
195 SHARES OF DFUV$3,8292024-03-22
195 SHARES OF DFAR$2,1012024-03-22
1302 SHARES OF AGG$29,4482024-03-22
1343 SHARES OF BSV$26,2672024-03-22

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryWOLF & COMPANY, P.C.CategoryTxt
Amt$3,675Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,675DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCHARLES SCHWAB INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$236,486BookValueAmt
EOYFMV$265,235EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCE ON DONATED SECURITIESDesc
Amt$109,588Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMA ANNUAL REPORTDesc
Revenue And Expenses Per Books$18RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$18DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescACCOUNTING ADJUSTMENTDesc
Amt$181Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$1,933Amt
Net Investment Income$1,933NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonSTEVEN WEBBERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12824 SILVERLEAF LANEAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34105ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$212Amt
Net Investment Income$212NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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