DARREL AND AUDREY WEBER FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DARREL AND AUDREY WEBER FOUNDATION (EIN 20-4861846)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-13
IRS object ID
202241339349103789
Schema version
2021v4.0
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)
Return2022-05-13T15:06:34-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Phone7347703627PhoneNum
Signature2022-05-10SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNY L BLOCKERPreparerPersonNm
PTINP00883678PTIN
Phone6083255035PhoneNum
Preparation2022-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$340,346FMVAssetsEOYAmt
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$366InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$366InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$366InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$5,000DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,000DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,000DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,499NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$24,180GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,499CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$3,499NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$8,865TotalRevAndExpnssAmt
Total Net Invst Incm$8,865TotalNetInvstIncmAmt
Total Adj Net Incm$8,865TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$10,600OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,600OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$10,600OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$10,600OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$208TaxesRevAndExpnssAmt
Taxes Net Invst Incm$208TaxesNetInvstIncmAmt
Taxes Adj Net Incm$208TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$208TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,426OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,426OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$3,426OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$3,426OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,234TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,234TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$14,234TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,234TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,734TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,234TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$14,234TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$38,734TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$29,869ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,866CashBOYAmt
Cash EOY$26,137CashEOYAmt
Cash EOYFMV$26,137CashEOYFMVAmt
Sav And Temp Cash Invst BOY$177,014SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$127,520SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$127,520SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$190,004CorporateStockBOYAmt
Corporate Stock EOY$193,358CorporateStockEOYAmt
Corporate Stock EOYFMV$186,689CorporateStockEOYFMVAmt
Total Assets BOY$376,884TotalAssetsBOYAmt
Total Assets EOY$347,015TotalAssetsEOYAmt
Total Assets EOYFMV$340,346TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$376,884RetainedEarningBOYAmt
Retained Earning EOY$347,015RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$376,884TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$347,015TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$376,884TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$347,015TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$376,884TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$29,869ExcessRevenueOverExpensesAmt
Subtotal$347,015SubtotalAmt
Tot Net Ast Or Fund Balances EOY$347,015TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyTD AMERITRADEPropertyDesc
How AcquiredDHowAcquiredCd
Gross Sales Price$24,180GrossSalesPriceAmt
Cost Or Other Basis$20,681CostOrOtherBasisAmt
Gain Or Loss$3,499GainOrLossAmt
Gains Minus Excess Or Losses$3,499GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$3,499CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$3,499NetShortTermCapitalGainLossAmt

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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SUNSHINE FOUNDATIONDescription1Txt
Expenses1$21,000Expenses1Amt
Description2NEW GLARUS LIBRARYDescription2Txt
Expenses2$1,000Expenses2Amt
Description3LUSTGARTEN FOUNDATIONDescription3Txt
Expenses3$1,000Expenses3Amt
Description4GREEN COUNTY FOOD PANTRYDescription4Txt
Expenses4$1,000Expenses4Amt

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$185,639AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$170,269AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$355,908TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$355,908AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,339CashDeemedCharitableAmt
Net Vl Noncharitable Assets$350,569NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,528MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,528MinimumInvestmentReturnAmt
Distributable Before Adj$17,528DistributableBeforeAdjAmt
Distributable Before Ded$17,528DistributableBeforeDedAmt
Distributable As Adjusted$17,528DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,734ExpensesAndContributionsAmt
Qualifying Distributions$38,734QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,528DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$28,658ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$28,658TotalExcessDistributionCyovAmt
Qualifying Distributions$38,734QualifyingDistributionsAmt
Applied To Current Year$17,528AppliedToCurrentYearAmt
Remaining Distri From Corpus$21,206RemainingDistriFromCorpusAmt
Total Corpus$49,864TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$49,864ExcessDistriCyovToNextYrAmt
Excess From Year1$28,658ExcessFromYear1Amt
Excess From Current Year$21,206ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
NEW GLARUS PUBLIC LIBRARY
319 2ND STNEW GLARUSWI53574DONATION$1,000
LUSTGARTEN FOUNDATION
415 CROSSWAYS PARK DRIVEWOODBURYNY11797DONATION$1,000SUITE D
GREEN COUNTY FOOD PANTRY
1129 17TH AVEMONROEWI53566DONATION$1,000
SUNSHINE FOUNDATION
612 8TH AVENEW GLARUSWI53574DONATION$21,000
HABITAT FOR HUMANITY OF GREEN CTY
305 2ND ST NMONROEWI53566DONATION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$366ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,000ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,499ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$8,865ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,865TotalIncomeProducingActyAmt

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$12,458$5,789
TD AMERITRADE-IDA$51,426$51,426
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$3,226$3,226$3,226$3,226
MISCELLANEOUS EXPENSE$160$160$160$160
BANK FEES$40$40$40$40

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT OTHER PROFESSIONAL FEESCategoryTxt
Amt$10,600Amt
Net Investment Income$10,600NetInvestmentIncomeAmt
Adjusted Net Income$10,600AdjustedNetIncomeAmt
Disbursements Charitable Prps$10,600DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$208Amt
Net Investment Income$208NetInvestmentIncomeAmt
Adjusted Net Income$208AdjustedNetIncomeAmt
Disbursements Charitable Prps$208DisbursementsCharitablePrpsAmt

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