WEBB FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WEBB FAMILY FOUNDATION (EIN 20-0864199)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349102164
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T12:32:12-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200864199 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEBB FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEBB | BusinessNameControlTxt |
| Phone | 4082795566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1060 | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950311060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAYNARD WEBB | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4082795566 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAYNARD | PersonFirstNm |
| Person Last | WEBB | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW J ALVES | PreparerPersonNm |
| PTIN | P01279621 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,508,016 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $531,288 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $99,574 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $99,574 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $99,574 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $346,079 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $346,079 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $346,079 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,213,535 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,618,533 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,899,664 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $297 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $297 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $297 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $15,190,773 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,345,614 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $445,950 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,212 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $120,955 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $60,478 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $314,343 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,078 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $235,485 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $676,073 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,478 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,483,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,483,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,159,073 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,478 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,491,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,031,700 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,285,136 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $445,950 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $384,289 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $512,985 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $512,985 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $24,708,425 | OtherAssetsBOYAmt |
| Other Assets EOY | $37,767,936 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $21,995,031 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,092,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,280,921 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,508,016 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,158 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,665 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $150,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,158 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $157,665 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,026,437 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,026,437 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,065,119 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,096,819 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,091,556 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,123,256 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,092,714 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,280,921 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,091,556 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,031,700 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $38,123,256 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,123,256 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY #0453 - SHORT TERM | P | 2022-01-01 | 2022-12-31 | $199,733 | $211,268 | -$11,535 | -$11,535 |
| FIDELITY #0453 - LONG TERM | P | 2021-01-01 | 2022-12-31 | $25,399,308 | $7,773,624 | $17,625,684 | $17,625,684 |
| FIDELITY #0454 - SHORT TERM | P | 2022-01-01 | 2022-12-31 | $7,837,548 | $8,758,610 | -$921,062 | -$921,062 |
| FIDELITY #4818 - SHORT TERM | P | 2022-01-01 | 2022-12-31 | $4,633,121 | $5,169,218 | -$536,097 | -$536,097 |
| FIDELITY #4818 - LONG TERM | P | 2021-01-01 | 2022-12-31 | $35,392 | $2,642 | $32,750 | $32,750 |
| FIDELITY #4819 - SHORT TERM | P | 2022-01-01 | 2022-12-31 | $742,831 | $875,580 | -$132,749 | -$132,749 |
| FIDELITY #4820 - SHORT TERM | P | 2022-01-01 | 2022-12-31 | $1,736,353 | $1,921,921 | -$185,568 | -$185,568 |
| FROM PASSTHROUGH: JPAS - ILLIQUID ASSETS-A SPC | P | 2022-01-01 | 2022-12-31 | $6,006 | -$6,006 | -$6,006 | |
| FROM PASSTHROUGH: JPAS - ILLIQUID ASSETS-A SPC | P | 2021-01-01 | 2022-12-31 | $127 | $127 | $127 | |
| CAPITAL GAINS DIVIDENDS | P | $34,120 | $34,120 | $34,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,899,664 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,793,017 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $226,363 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $226,363 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $226,363 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $222,872 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $125,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $347,872 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $121,509 | OverpaymentAmt |
| Applied To ES Tax | $121,509 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FRANK RIMERMAN CO LLP | IndividualWithBooksNm |
| Phone | 4082795566 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SOUTH MARKET STREET SUITE 500 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MAYNARD G WEBB JR | ||||||||
| PO BOX 1060 | LOS GATOS | CA | 95030 | CHAIRMAN, CFO, DIRECTOR | 1.00 | $0 | $0 | $0 |
| IRENE C WEBB | ||||||||
| PO BOX 1060 | LOS GATOS | CA | 95030 | PRESIDENT, SECRETARY, DIRE | 1.00 | $0 | $0 | $0 |
| KEVIN WEBB | ||||||||
| PO BOX 1060 | LOS GATOS | CA | 95030 | MEMBER | 0.00 | $0 | $0 | $0 |
| LAURA WEBB | ||||||||
| PO BOX 1060 | LOS GATOS | CA | 95030 | MEMBER | 0.00 | $0 | $0 | $0 |
| MITCH WEBB | ||||||||
| PO BOX 1060 | LOS GATOS | CA | 95030 | MEMBER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,221,826 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $935,764 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,157,590 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,157,590 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $332,364 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,825,226 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,091,261 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,091,261 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $226,363 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $226,363 | TotalTaxAmt |
| Distributable Before Adj | $864,898 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $864,898 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $864,898 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,491,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,491,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $864,898 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,947 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $123,473 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $138,123 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $529,371 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $191,246 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,004,160 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,491,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $864,898 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $626,602 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,630,762 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $21,947 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,608,815 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $123,473 | ExcessFromYear4Amt |
| Excess From Year3 | $138,123 | ExcessFromYear3Amt |
| Excess From Year2 | $529,371 | ExcessFromYear2Amt |
| Excess From Year1 | $191,246 | ExcessFromYear1Amt |
| Excess From Current Year | $626,602 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MAYNARD G WEBB JR | ContributingManagerNm |
| Contributing Manager | IRENE C WEBB | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MAYNARD IRENE WEBB CO FRANK RIMERMA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SOUTH MARKET STREET SUITE 500 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4082795566 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BREAKTHROUGH SILICON VALLEY | ||||||||
| 1635 PARK AVE | SAN JOSE | CA | 95126 | NONE | CASH | PROJECT SUPPORT | $100,000 | |
| THE CHICK MISSION INC - THE HOPE FUND AND COLLEGIATE AWARENESS PROGRAM | ||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | CASH | PROJECT SUPPORT | $83,000 | |
| COLLEGE TRACK - NORTHERN CALIFORNIA (BAY AREA) | ||||||||
| 436 14TH STREET 5 | OAKLAND | CA | 94612 | NONE | CASH | PROJECT SUPPORT | $150,000 | |
| UNIVERSITY OF WASHINGTON FOUNDATION - CANCER VACCINE INSTITUTE (DR DISIS) | ||||||||
| 4333 BROOKLYN AVE NE | SEATTLE | WA | 98105 | NONE | CASH | PROJECT SUPPORT | $150,000 | |
| ELAKHA ALLIANCE | ||||||||
| PO BOX 704 | SILETZ | OR | 97380 | NONE | CASH | PROJECT SUPPORT | $75,000 | |
| ELKHORN SLOUGH FOUNDATION | ||||||||
| 1698 ELKHORN ROAD | ROYAL OAKS | CA | 95076 | NONE | CASH | PROJECT SUPPORT | $75,000 | |
| FRED HUTCHINSON CANCER CENTER PAULOVICH LAB | ||||||||
| 11100 FAIRVIEW AVE N PO BOX 19024 | SEATTLE | WA | 98109 | NONE | CASH | PROJECT SUPPORT | $150,000 | |
| KIPP BAY AREA SCHOOLS | ||||||||
| 144 FRANKLIN STREET SUITE 500 | OAKLAND | CA | 94612 | NONE | CASH | PROJECT SUPPORT | $225,000 | |
| PENINSULA OPEN SPACE TRUST - MONTEREY ROAD FEASIBILITY STUDY | ||||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | CASH | PROJECT SUPPORT | $100,000 | |
| REVIVE & RESTORE - WILD GENOMICS KELP ECOSYSTEM PROJECT | ||||||||
| 1505 BRIDGEWAY SUITE 203 | SAUSALITO | CA | 94965 | NONE | CASH | PROJECT SUPPORT | $125,000 | |
| UNIVERSITY OF SAN FRANCISCO FOUNDATION - MOASSER LAB | ||||||||
| 2130 FULTON STREET LONE MOUNTAIN | SAN FRANCISCO | CA | 94117 | NONE | CASH | PROJECT SUPPORT | $150,000 | ROSSI 3RD FLOOR |
| WILDLIFE CONSERVATION NETWORK - THE CALIFORNIA WILDLIFE PROGRAM | ||||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | NONE | CASH | PROJECT SUPPORT | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,483,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $99,574 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $346,079 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $297 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,213,535 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $14,659,485 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,659,485 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENT INCOME |
| 8 | INVESTMENT GAINS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| MAYNARD G WEBB JR | ||||||
| 1 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $109,012 | Yes (X) |
| MAYNARD G WEBB JR | ||||||
| 2 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $97,070 | Yes (X) |
| MAYNARD G WEBB JR | ||||||
| 3 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $6,515 | Yes (X) |
| MAYNARD G WEBB JR | ||||||
| 4 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $318,691 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,320 SHARES OF AMZAON.COM INC. | $109,012 | 2022-12-31 |
| 2 | 256 SHARES OF SERVICENOW INC COM | $97,070 | 2022-12-31 |
| 3 | 79 SHARES OF SCHWAB CHARLES CORP | $6,515 | 2022-12-31 |
| 4 | 1,345 SHARES OF MICROSOFT CORP | $318,691 | 2022-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FIDELITY INVESTMENT MANAGEMENT FEES | $103,955 | $51,978 | $0 | $0 |
| ACCOUTING FEES | $17,000 | $8,500 | $0 | $8,500 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,212 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (9 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY #4063 | $7,784,937 | $0 | $0 |
| FIDELITY #0453 | $16,919,045 | $15,564,249 | $540,207 |
| FIDELITY #0454 | $0 | $1,439,211 | $1,330,441 |
| FIDELITY #4818 | $0 | $8,229,462 | $8,317,233 |
| FIDELITY #4819 | $0 | $3,245,169 | $2,944,570 |
| FIDELITY #4820 | $0 | $3,663,017 | $3,235,752 |
| FIDELITY #7909 | $0 | $0 | $0 |
| JPAS - ILLIQUID ASSETS-A SPC | $0 | $5,617,085 | $5,617,085 |
| DIVIDEND RECEIVABLE | $4,443 | $9,743 | $9,743 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $297 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $297 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $297 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITY PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $150,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES TO HAMMER & ASSOCIATES | $281,593 | $0 | $0 | $0 |
| CONSULTING FEES TO HAN HONG | $29,000 | $0 | $0 | $0 |
| CONSULTING FEES TO WIZEHIVE | $3,750 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $225,000 | $0 | $0 | $0 |
| FOREIGN TAXES | $10,485 | $0 | $0 | $0 |
Comments