WEBBER FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WEBBER FAMILY FOUNDATION (EIN 74-2927126)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202233149349100728
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T06:50:32-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Steve Shook CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3508 Far West Blvd Suite 115 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78731 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742927126 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Webber Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEBB | BusinessNameControlTxt |
| Phone | 5124959494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3112 Windsor Rd A336 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marisol Foster | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Marisol | PersonFirstNm |
| Person Last | Foster | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steve Shook CPA | PreparerPersonNm |
| PTIN | P01056097 | PTIN |
| Phone | 5124811936 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,377,383 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15,853 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,853 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $15,853 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $235,788 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $235,788 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $235,788 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $972,773 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,823,235 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $972,773 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,967 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,967 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,226,381 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,226,381 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $251,641 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $177,609 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,641 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $150,968 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $128,279 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $25,656 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $102,623 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $25,662 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,138 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $21,524 | PensionEmplBnftDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,208 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,980 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $731 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $14,945 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $280 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,665 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $367,434 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,695 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $289,780 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $805,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $805,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,172,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,695 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,094,980 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $53,747 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,165,686 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $251,641 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $540,942 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,192,441 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,192,441 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,666,778 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,607,408 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,413,741 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,771,453 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,772,773 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,837,183 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,066,592 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,529,849 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,927,483 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $18,945 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,092 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,584 | LandBOYAmt |
| Land EOY | $853 | LandEOYAmt |
| Other Assets BOY | $8,763 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,535 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,535 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,056,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,109,859 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,377,383 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $16,056,112 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,109,859 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,056,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,109,859 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,056,112 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,109,859 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,056,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $53,747 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,109,859 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,109,859 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Net Lease Private REIT XI In | P | 2015-06-30 | 2021-12-31 | $22,000 | $22,000 | $22,000 | |
| Charles Schwab, Various ST covered | P | 2021-01-01 | 2021-06-30 | $1,891,399 | -$38,654 | -$38,654 | $1,930,053 |
| Charles Schwab, Various LT covered | P | 2015-06-30 | 2021-06-30 | $2,710,990 | $790,581 | $790,581 | $1,920,409 |
| Cap Gain Distributions | P | 2015-06-30 | 2021-12-31 | $115,797 | $115,797 | $115,797 | |
| Capital Gain from Pass-through Entity | P | 2015-06-30 | 2021-12-31 | $83,049 | $83,049 | $83,049 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $972,773 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$38,654 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,203 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,203 | SubtotalAmt |
| Tax Based On Investment Income | $16,203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,763 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $22,763 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $25 | EsPenaltyAmt |
| Overpayment | $6,535 | OverpaymentAmt |
| Applied To ES Tax | $6,535 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.webberfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Neil Webber President | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5124959494 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3112 Windsor Rd A336 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787032350 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|
| Neil Webber | |||||||
| 3112 Windsor Rd A336 | Austin | TX | 78703 | Chairmn/Trustee | 2.00 | $0 | |
| Jessica Slade | |||||||
| 3112 Windsor Rd A336 | Austin | TX | 78703 | Ldershp Off/Tte | 40.00 | $177,609 | $19,880 |
| Erica Webber | |||||||
| 3112 Windsor Rd A336 | Austin | TX | 78703 | Trustee | 2.00 | $0 | |
| Ted Whatley | |||||||
| 3112 Windsor Rd A336 | Austin | TX | 78703 | Trustee | 2.00 | $0 | |
| Steve Shook | |||||||
| 3112 Windsor Rd A336 | Austin | TX | 78703 | Trustee | 2.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Marisol Foster | |||||||
| 3112 Windsor Rd A336 | Austin | TX | 78703 | Executive Director | 30.00 | $74,356 | $5,782 |
| Courtney Horm | |||||||
| 3112 Windsor Rd A336 | Austin | TX | 78703 | Program Director | 30.00 | $53,923 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,179,305 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $765,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,945,065 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $18,945,065 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $284,176 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,660,889 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $933,044 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $933,044 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,203 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,203 | TotalTaxAmt |
| Distributable Before Adj | $916,841 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $916,841 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $916,841 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,094,980 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,094,980 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $916,841 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $116,441 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,036 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $83,520 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $131,586 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $217,130 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $598,713 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,094,980 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $916,841 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $178,139 | RemainingDistriFromCorpusAmt |
| Total Corpus | $776,852 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $116,441 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $660,411 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,036 | ExcessFromYear4Amt |
| Excess From Year3 | $83,520 | ExcessFromYear3Amt |
| Excess From Year2 | $131,586 | ExcessFromYear2Amt |
| Excess From Year1 | $217,130 | ExcessFromYear1Amt |
| Excess From Current Year | $178,139 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Neil Webber | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Webber Family Foundaiton | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3112 Windsor Rd A336 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5124959494 | RecipientPhoneNum |
| Form And Info And Materials | The Foundation requires grant proposals be submitted utilizing the Common Grant Application and Additional Questions Form provided on the Foundation's website (www.webberfoundation.org). The site contains instructions and discussion materials to aid in completing the Application. To the extent an applicant is unable to access this information, the Foundation will mail the pertinent information at the request of the applicant. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | IRC Section 501(c)(3) charitable organizations further qualifying as public charities. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Higher Achievement Program | |||||||
| 1750 Columbia Road NW | Washington | DC | 20009 | None | PC | Strengthen the opportunities for middle school students | $30,000 |
| The Montgomery College Fd | |||||||
| 9221 Corporate Blvd 3rd Floor | Rockville | MD | 20850 | None | PC | Expansion and support of master class program and Emergency College Fund | $40,000 |
| Breakthrough Central Texas | |||||||
| 1050 E 11th St Suite 350 | Austin | TX | 78701 | None | PC | Support Student and Family Support Fund and expand High School/College programs | $62,500 |
| Austin Classical Guitar Soc | |||||||
| 3908 Avenue B Ste 116 | Austin | TX | 78751 | None | PC | Promote classical guitar performances and education | $43,200 |
| Mainspring Schools | |||||||
| 1100 West Live Oak | Austin | TX | 78704 | None | PC | Early childhood education programs | $40,000 |
| Catalogue for Philanthropy | |||||||
| 1100 New Jersey Ave SE Ste 710 | Washington | DC | 20002 | None | PC | Expand evaluation and reporting services to donors of nonprofit entities | $15,000 |
| mindPOP | |||||||
| 7112 Burnet Rd Bldg B | Austin | TX | 78757 | None | PC | Support the organization's remote learning opportunities | $25,000 |
| NYOS Charter School | |||||||
| 12333 N Lamar Blvd | Austin | TX | 78753 | None | PC | Support charter school expansion in technology and new hires for facility | $25,000 |
| Open Door Preschool | |||||||
| 1717 West 10th St | Austin | TX | 78703 | None | PC | Capacity building for educational programs | $30,000 |
| Creative Action | |||||||
| 1023 Springdale Rd Bldg 3 | Austin | TX | 78721 | None | PC | Cultural enrichment and education through the Arts | $40,000 |
| Collegiate Directions | |||||||
| 4827 Rugby Ave Ste 001 | Bethesda | MD | 20814 | None | PC | College support services for under-served students | $30,000 |
| Wayside Schools | |||||||
| 6405 S IH35 | Austin | TX | 78744 | None | PC | Support for student summer program to re-gain learning loss due to pandemic | $25,000 |
| Communities in Schools - Central Tx | |||||||
| 3000 South IH35 Ste 200 | Austin | TX | 78704 | None | PC | Provide funding for a Case Management System (CMS) | $25,000 |
| Stepping Stones Shelter | |||||||
| 1070 Copperstone Ct | Rockville | MD | 20852 | None | PC | Provide education supplies and services to homeless families | $6,000 |
| Young Playwrights' Theatre | |||||||
| 6925 Willow St NW Ste LL-230 | Washington | DC | 20012 | None | PC | Transition Theatre's programming to a virtual format | $20,000 |
| Emerging Scholars | |||||||
| 2009 14th St N Ste One | Arlington | VA | 22201 | None | PC | Academic training programs to boost admittance to rigorous middle/high schools | $3,000 |
| KLRU | |||||||
| PO Box 7158 | Austin | TX | 78713 | None | PC | Support art and entertainment delivery programs | $7,500 |
| Austin Achieve Public Schools | |||||||
| 7424 E Hwy 290 | Austin | TX | 78723 | None | PC | Expand charter public school capacity | $40,000 |
| Apple Tree Institute | |||||||
| 1801 Mississippi Ave SE | Washington | DC | 20020 | None | PC | Support social-emotional pilot program for pre-K students | $3,000 |
| Si Se PuedeTodos Juntos | |||||||
| 409 W Ben White Blvd | Austin | TX | 78704 | None | PC | Support academic and social well-being of immigrant and refugee families | $25,000 |
| Austin Bat Cave | |||||||
| PO Box 4762 | Austin | TX | 78765 | None | PC | Support the organization's strategic planning process | $2,500 |
| Literacy First | |||||||
| 9011 Mountain Ridge Dr Ste 150 | Austin | TX | 78759 | None | PC | Support K-2 Literacy Intervention Program and expansion | $42,500 |
| DC Youth Orchestra Program | |||||||
| 7010 Piney Branch Rd NW | Washington | DC | 20012 | None | PC | Further music education for under-served children | $3,000 |
| Generation HOPE | |||||||
| 415 Michigan Avenue NE Ste 430 | Washington | DC | 20017 | None | PC | Support a virtual transition of the Scholar Program | $22,500 |
| Andy Roddick Foundation | |||||||
| 8509 FM 969 Bldg 509 | Austin | TX | 78724 | None | PC | Develop online learning and training resources, and support family emergency fund | $25,000 |
| Austin Film Festival | |||||||
| 1801 Salina St | Austin | TX | 78702 | None | PC | Fund Digital Storytelling Project for young filmmakers | $3,000 |
| College Tracks | |||||||
| 8737 Colesville Rd Ste 1010 | Silver Spring | MD | 20910 | None | PC | Support Ph 2 software and development of the family engagement pilot program | $20,000 |
| El Ranchito | |||||||
| 9433 Bee Caves Rd Ste 140 | Austin | TX | 78746 | None | PC | Support nature-immersion camping experience for youth | $7,500 |
| Mission Capital | |||||||
| 2028 E Ben White Blvd 240-7723 | Austin | TX | 78741 | None | PC | To support 2021 Good Measure programming and external evaluation | $20,000 |
| Carrying Hope | |||||||
| 8711 Burnet Rd Ste A-15 | Austin | TX | 78757 | None | PC | Provide support kit for children entering the foster care system | $3,000 |
| Lifeworks Austin | |||||||
| 3700 S 1st St | Austin | TX | 78704 | None | PC | Support the Ending Youth Homelessness Campaign, and youth self-sufficiency projects | $3,000 |
| Texas Book Festival | |||||||
| 1023 Springdale Rd Bldg 14 Unit B | Austin | TX | 78721 | None | PC | Fund new books and the Read Rocks Star Program literacy initiative | $3,000 |
| Texas Charter Schools Association | |||||||
| 3005 S Lamar Blvd D447 | Austin | TX | 78704 | None | PC | Support and advocate for policies that grant students access to improving public school options | $15,000 |
| American Youthworks | |||||||
| 1901 E Ben White Blvd | Austin | TX | 78741 | None | PC | Provide youth education and job training to strengthen communities | $3,000 |
| Americorps Central Texas | |||||||
| 315 Guadalupe St Ste 300 | Austin | TX | 78751 | None | PC | Support collaboration of ten nonprofits to provide Americorps services in Ctrl Tx | $17,500 |
| Andrew Keegan Theatre | |||||||
| 1742 Church St NW | Washington | DC | 20036 | None | PC | Support theatre productions | $3,000 |
| Aspire Afterschool Learning | |||||||
| 909 S Dinwiddle Street | Arlington | VA | 22204 | None | PC | Support afterschool and summer academic enrichment programs | $3,000 |
| Association of Fundraising Professi | |||||||
| 3505 Steck Ave Ste 200 | Austin | TX | 78757 | None | PC | Support community awards and engagement program | $2,500 |
| Austin Playhouse | |||||||
| 405 W 22nd St | Austin | TX | 78705 | None | PC | Support neighborhood performing arts venue | $3,000 |
| Austin Together Fund | |||||||
| 4315 Guadalupe St Ste 300 | Austin | TX | 78751 | None | PC | Support education-based local nonprofits exploring formal collaborations | $25,000 |
| Capital IDEA | |||||||
| 835 N Pleasant Valley Rd 3rd Fl | Austin | TX | 78702 | None | PC | Support education and job training programs for adults | $3,000 |
| Center for Inspired Teaching | |||||||
| 1436 U Street NW 400 | Washington | DC | 20009 | None | PC | Support teacher training programs | $3,000 |
| Greater Austin Area My Brother's Ke | |||||||
| 900 Chicon St | Austin | TX | 78702 | None | PC | Advance health and opportunity for boys and men of color | $6,000 |
| Literacy Council of Montgomery Coun | |||||||
| 21 Maryland Ave Unit 320 | Rockville | MD | 20850 | None | PC | Support academic and workforce development for under-served adults | $3,000 |
| UTeach Outreach | |||||||
| 9011 Mountain Ridge Dr Ste 150 | Austin | TX | 78759 | None | PC | Support hiring and training staff for 2021 virtual summer program college prep | $25,000 |
| Washington English Center | |||||||
| 401 9th St NW c100 | Washington | DC | 20004 | None | PC | Support education and training programs for adult immigrants | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $805,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,853 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $235,788 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $972,773 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Riverside Inc Fund I LP | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,967 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,226,381 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,226,381 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Office furniture | PropertyDesc |
| Acquired | 2018-03-01 | AcquiredDt |
| Cost Or Other Basis | $3,655 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $2,071 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.0000 | LifeRt |
| Current Year Expense | $731 | CurrentYearExpenseAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate and Govt Bond Fds (Schwab) | BondNm |
| EOY Book Value | $2,772,773 | EOYBookValueAmt |
| EOYFMV | $2,837,183 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities - Domestic (Schwab/JPMorgan) | $6,929,186 | $8,663,294 |
| Equities - Global (Schwab) | $509,061 | $1,042,395 |
| Equities - International Dev (Schwab) | $547,381 | $846,994 |
| Equities -International Emg Mkt (Schwab) | $742,052 | $959,639 |
| Equities-International Small Cap | $879,728 | $901,419 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Commodity &Tactical Inc Fds (Schwab) | AT COST | $1,495,351 | $1,892,985 |
| Private Equity - Real Estate | AT COST | $500,000 | $500,000 |
| Dyal IV Offshore Investors LP | AT COST | $442,069 | $442,069 |
| Riverside Income Fund I LP | AT COST | $92,429 | $92,429 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItemTxt |
| Cost Or Other Basis | $18,945 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $18,092 | AccumulatedDepreciationAmt |
| Book Value | $853 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal excise tax refund | Desc |
| BOY Book Value | $8,763 | BOYBookValueAmt |
| EOY Book Value | $6,535 | EOYBookValueAmt |
| EOYFMV | $6,535 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Computer database expenses | $1,396 | $1,396 | |
| Insurance expense (operations) | $4,097 | $4,097 | |
| Other deductions from pass-through | $280 | $280 | |
| Postage and printing fees | $843 | $843 | |
| Professional membership expense | $5,674 | $5,674 | |
| Telephone & telecom expense | $2,655 | $2,655 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Riverside Inc Fund I LP | Desc |
| Revenue And Expenses Per Books | $1,967 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,967 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal excise tax | $16,228 | |
| Foreign tax expense | $3,980 | $3,980 |
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