WEBB FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WEBB FAMILY FOUNDATION (EIN 20-0864199)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349106484
- Schema version
- 2021v4.2
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T18:35:34-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-14 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW J ALVES | PreparerPersonNm |
| PTIN | P01279621 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $30,778,917 | 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 | $16,939,316 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $174,284 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,284 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $174,284 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,071,738 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,155,326 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,071,738 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,185,345 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,246,029 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $174,291 | 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 | $2,282 | 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 | $29,286 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,643 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $168,270 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,888 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,158 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $224,726 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,801 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $895,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $895,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,120,226 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,801 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $895,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,065,119 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,230,228 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $174,291 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $384,289 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $384,289 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $8,026,437 | OtherAssetsBOYAmt |
| Other Assets EOY | $24,708,425 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $30,394,628 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,026,437 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,092,714 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,778,917 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,158 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,158 | 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 | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,065,119 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,026,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,091,556 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,026,437 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,092,714 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,026,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,065,119 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $25,091,556 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,091,556 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 475 SHS - SALESFORCE INC | P | 2018-08-17 | 2021-12-31 | $120,459 | $20,271 | $100,188 | $100,188 |
| 1,000 SHS - ISHARES TR RUS 1000 GRW ETF | P | 2007-06-01 | 2021-04-19 | $259,831 | $60,610 | $199,221 | $199,221 |
| 0.3 SHS - SALESFORCE INC | P | 2018-08-17 | 2021-07-23 | $75 | $13 | $62 | $62 |
| 6,1250 SHS - SLACK TECHNOLOGIES INC | P | 2018-08-17 | 2021-07-22 | $164,089 | $164,089 | $164,089 | |
| 400 SHS - UPWORK INC | P | 2014-08-19 | 2021-04-19 | $19,104 | $2,694 | $16,410 | $16,410 |
| CAPITAL GAINS DIVIDENDS | P | $591,768 | $591,768 | $591,768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,071,738 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,100 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,100 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,100 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $225,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $240,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $28 | EsPenaltyAmt |
| Overpayment | $222,872 | OverpaymentAmt |
| Applied To ES Tax | $222,872 | 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 | 0.00 | $0 | $0 | $0 |
| IRENE C WEBB | ||||||||
| PO BOX 1060 | LOS GATOS | CA | 95030 | PRESIDENT, SECRETARY, DIRE | 0.00 | $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 | $14,322,792 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $323,998 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,646,790 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,646,790 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $219,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,427,088 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $721,354 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $721,354 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,100 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,100 | TotalTaxAmt |
| Distributable Before Adj | $704,254 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $704,254 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $704,254 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $895,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $895,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $704,254 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $37,784 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,947 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $123,473 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $138,123 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $529,371 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $850,698 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $895,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $704,254 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $191,246 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,041,944 | 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 | $37,784 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,004,160 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,947 | ExcessFromYear4Amt |
| Excess From Year3 | $123,473 | ExcessFromYear3Amt |
| Excess From Year2 | $138,123 | ExcessFromYear2Amt |
| Excess From Year1 | $529,371 | ExcessFromYear1Amt |
| Excess From Current Year | $191,246 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BAY AREA YOUNG SURVIVORS | ||||||
| PO BOX 190056 | SAN FRANCISCO | CA | 94119 | NONE | GENERAL | $5,000 |
| BREAKTHROUGH SILICON VALLEY | ||||||
| 1635 PARK AVE | SAN JOSE | CA | 95126 | NONE | GENERAL | $100,000 |
| COLLEGE TRACK | ||||||
| 436 14TH STREET 5 | OAKLAND | CA | 94612 | NONE | GENERAL | $150,000 |
| ELAKHA ALLIANCE | ||||||
| PO BOX 704 | SILETZ | OR | 97380 | NONE | GENERAL | $25,000 |
| FOODBANK OF NYC | ||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | NONE | GENERAL | $100,000 |
| KIPP BAY AREA SCHOOLS | ||||||
| 144 FRANKLIN STREET SUITE 500 | OAKLAND | CA | 94612 | NONE | GENERAL | $240,000 |
| MARINE SCIENCE INSTITUTE | ||||||
| 500 DISCOVERY PARKWAY | REDWOOD CITY | CA | 94063 | NONE | GENERAL | $50,000 |
| OCEAN CONSERVANCY | ||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | NONE | GENERAL | $20,500 |
| PENINSULA HUMANE SOCIETY AND SPCA | ||||||
| 1450 ROLLINS RD | BURLINGAME | CA | 94010 | NONE | GENERAL | $5,000 |
| REVIVE & RESTORE | ||||||
| 1505 BRIDGEWAY SUITE 203 | SAUSALITO | CA | 94965 | NONE | GENERAL | $25,000 |
| SECOND HARVEST FOODBANK | ||||||
| 6969 SILVER CREST ROAD | NAZARETH | PA | 18064 | NONE | GENERAL | $175,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $895,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIPP JACKSONVILLE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1440 MCDUFF AVENUE NORTH | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $25,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $25,000 | 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 | $7 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $174,284 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,071,738 | 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 | $1,246,029 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,246,029 | 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 (19 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 | $22,245 | Yes (X) |
| MAYNARD G WEBB JR | ||||||
| 2 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $4,043,553 | Yes (X) |
| MAYNARD G WEBB JR | ||||||
| 3 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $21,348 | Yes (X) |
| MAYNARD G WEBB JR | ||||||
| 4 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $76,801 | Yes (X) |
| MAYNARD G WEBB JR | ||||||
| 5 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $4,000 | Yes (X) |
| MAYNARD G WEBB JR | ||||||
| 6 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $5,252 | Yes (X) |
| MAYNARD G WEBB JR | ||||||
| 7 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $763 | Yes (X) |
| MAYNARD G WEBB JR | ||||||
| 8 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $193,831 | Yes (X) |
| MAYNARD G WEBB JR | ||||||
| 9 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $5,998 | Yes (X) |
| MAYNARD G WEBB JR | ||||||
| 10 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $2,266,101 | Yes (X) |
| MAYNARD G WEBB JR | ||||||
| 11 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $72 | Yes (X) |
| MAYNARD G WEBB JR | ||||||
| 12 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $197,456 | Yes (X) |
| MAYNARD G WEBB JR | ||||||
| 13 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $2,396 | Yes (X) |
| MAYNARD G WEBB JR | ||||||
| 14 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $99,252 | Yes (X) |
| MAYNARD G WEBB JR | ||||||
| 15 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $9,134 | Yes (X) |
| MAYNARD G WEBB JR | ||||||
| 16 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $3,954 | Yes (X) |
| MAYNARD G WEBB JR | ||||||
| 17 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $9,874,120 | Yes (X) |
| MAYNARD G WEBB JR | ||||||
| 18 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $73,111 | Yes (X) |
| MAYNARD G WEBB JR | ||||||
| 19 | PO BOX 1060 | LOS GATOS | CA | 950311060 | $39,929 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (19 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 466 SHARES WARBY PARKER INC CL A COM | $22,245 | 2021-12-31 |
| 2 | 27,876 SHARES UNITY SOFTWARE INC COM | $4,043,553 | 2021-12-31 |
| 3 | 502 UBER TECHNOLOGIES INC COM | $21,348 | 2021-12-31 |
| 4 | 288 TWILIO INC CL A | $76,801 | 2021-12-31 |
| 5 | 15 TWILIO INC CL A | $4,000 | 2021-12-31 |
| 6 | 381 SUMO LOGIC INC COM | $5,252 | 2021-12-31 |
| 7 | 39 STITCH FIX INC COM CL A | $763 | 2021-12-31 |
| 8 | 1,888 ROBLOX CORP CL A | $193,831 | 2021-12-31 |
| 9 | 341 1LIFE HEALTHCARE INC COM | $5,998 | 2021-12-31 |
| 10 | 10,047 OKTA INC CL A | $2,266,101 | 2021-12-31 |
| 11 | 3 GROUPON INC COM NEW | $72 | 2021-12-31 |
| 12 | 581 META PLATFORMS INC CLASS A COMMON STOCK | $197,456 | 2021-12-31 |
| 13 | 97 DROPBOX INC CL A | $2,396 | 2021-12-31 |
| 14 | 480 CROWDSTRIKE HLDGS INC CL A | $99,252 | 2021-12-31 |
| 15 | 492 BERKELEY LTS INC COM | $9,134 | 2021-12-31 |
| 16 | 52 ASANA INC CL A | $3,954 | 2021-12-31 |
| 17 | 104,097 APPLOVIN CORP COM CL A | $9,874,120 | 2021-12-31 |
| 18 | 1,362 AMPLITUDE INC COM CL A | $73,111 | 2021-12-31 |
| 19 | 237 AIRBNB INC COM CL A | $39,929 | 2021-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GW&WADE INVESTMENT MANAGEMENT FEES | $25,286 | $12,643 | $0 | $0 |
| ACCOUNTING FEES | $4,000 | $2,000 | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,282 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NFS 4063 | $8,026,437 | $7,784,937 | $0 |
| NFS 0453 | $0 | $16,919,045 | $30,390,185 |
| DIVIDEND RECEIVABLE | $0 | $4,443 | $4,443 |
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 HAN HONG | $59,230 | $0 | $0 | $0 |
| CONSULTING FEES TO HAMMER & ASSOCIATES | $109,000 | $0 | $0 | $0 |
| WIRE FEES | $40 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $23,580 | $0 | $0 | $0 |
| DEPARTMENT OF JUSTICE | $150 | $0 | $0 | $0 |
| FOREIGN TAXES | $1,158 | $1,158 | $0 | $0 |
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