WEBBER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WEBBER FAMILY FOUNDATION (EIN 74-2927126)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-15
- IRS object ID
- 202003209349100455
- Schema version
- 2019v5.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-15T09:55:42-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,676,398 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $125,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $187,555 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $187,555 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $187,555 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $568,056 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $568,056 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $568,056 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $266,287 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,570,898 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $266,287 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,146,898 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,021,898 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $755,611 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $107,256 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,451 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $85,805 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $118,008 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $23,602 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $94,406 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $42,885 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,885 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $720 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $720 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $17,410 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,184 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $731 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $8,121 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,121 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,195 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,437 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,758 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $306,326 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $99,279 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $197,090 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $800,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $800,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,106,326 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $99,279 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $997,090 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,572 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $922,619 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $755,611 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $237,290 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,906,085 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,906,085 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,845,575 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,486,452 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,509,016 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,344,272 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,651,758 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,685,022 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,029,693 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,506,695 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,561,127 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $18,945 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,630 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,046 | LandBOYAmt |
| Land EOY | $2,315 | LandEOYAmt |
| Land EOYFMV | $2,315 | LandEOYFMVAmt |
| Other Assets BOY | $9,059 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,833 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,833 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,468,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,566,138 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,676,398 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $4,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $4,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $16,468,935 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,562,138 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,468,935 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,562,138 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,468,935 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,566,138 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,468,935 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,572 | ExcessRevenueOverExpensesAmt |
| Other Increases | $52,631 | OtherIncreasesAmt |
| Subtotal | $16,562,138 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,562,138 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CS, Various ST covered | P | 2019-01-01 | 2019-06-30 | $879,944 | $880,116 | -$172 | -$172 |
| CS, Various LT covered | P | 2015-06-30 | 2019-06-30 | $1,661,616 | $1,424,495 | $237,121 | $237,121 |
| Capital gain distributions | P | 2015-06-30 | 2019-06-30 | $29,338 | $29,338 | $29,338 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $266,287 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$172 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $960,203 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,126,498 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05297 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $917,378 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,733,206 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05173 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $929,669 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,489,393 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05638 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $879,477 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,309,544 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04803 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $895,284 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,520,579 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04834 | DistributionYr5Rt |
| Total Distribution | 0.257458 | TotalDistributionRt |
| Average Distribution | 0.051492 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,494,605 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $900,832 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,226 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $910,058 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $997,090 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $9,226 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,226 | SubtotalAmt |
| Tax Based On Investment Income | $9,226 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,059 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $22,059 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $12,833 | OverpaymentAmt |
| Applied To ES Tax | $12,833 | 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 | Yes (true) | 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 | $101,736 | $5,520 |
| 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 | $63,575 | $2,848 |
| Courtney Horm | |||||||
| 3112 Windsor Rd A336 | Austin | TX | 78703 | Program Director | 30.00 | $51,585 | |
| 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 | $15,911,979 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,849,041 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,761,020 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $17,761,020 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $266,415 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,494,605 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $874,730 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $874,730 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,226 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,226 | TotalTaxAmt |
| Distributable Before Adj | $865,504 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $865,504 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $865,504 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $997,090 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $997,090 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,226 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $987,864 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $865,504 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $116,441 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $50,036 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $83,520 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $249,997 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $997,090 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $865,504 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $131,586 | RemainingDistriFromCorpusAmt |
| Total Corpus | $381,583 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $381,583 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $116,441 | ExcessFromYear3Amt |
| Excess From Year2 | $50,036 | ExcessFromYear2Amt |
| Excess From Year1 | $83,520 | ExcessFromYear1Amt |
| Excess From Current Year | $131,586 | 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Higher Achievement Program | |||||||
| 317 8th St NE | Washington | DC | 20002 | None | PC | Strengthen the College Access Pipeline for High Schools 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 | $60,000 |
| Breakthrough Central Texas | |||||||
| 1050 E 11th St Suite 350 | Austin | TX | 78702 | None | PC | Support Higher Ed Bridge Fund, and expand High School/College programs | $37,500 |
| Literacy Coalition of Central Texas | |||||||
| 724 Eberhart Lane 500 | Austin | TX | 78745 | None | PC | Programs to advance literacy in region | $25,000 |
| Kipp Austin Public Schools | |||||||
| PO Box 659831 msc 335 | San Antonio | TX | 78265 | None | PC | Support for the Teacher Career Pathway program | $25,000 |
| Austin Classical Guitar Soc | |||||||
| 5900 Balcones Dr 240 | Austin | TX | 78731 | None | PC | Promote classical guitar performances and education | $40,000 |
| Mainspring Schools | |||||||
| 1100 West Live Oak | Austin | TX | 78704 | None | PC | Early childhood education programs | $25,000 |
| Catalogue for Philanthropy | |||||||
| 10 G Street NE Ste 600 | Washington | DC | 20002 | None | PC | Expand evaluation and reporting services to donors of nonprofit entities | $35,000 |
| College Forward | |||||||
| 1023 Springdale Rd Bldg 15 | Austin | TX | 78721 | None | PC | College access services to disadvantaged youth, including development of a mobile app | $25,000 |
| mindPOP | |||||||
| 5511 Park Crest 207 | Austin | TX | 78731 | None | PC | Support the organization's Leadership Succession Planning | $25,000 |
| Open Door Preschool | |||||||
| 3804 Cherrywood Road | Austin | TX | 78722 | None | PC | Capacity building for educational programs and ED transition process | $4,500 |
| Kids in a New Groove | |||||||
| 3737 Executive Ctr Dr 154 | Austin | TX | 78731 | None | PC | Music education/mentoring for foster children | $20,000 |
| Creative Action | |||||||
| 2921 East 17th St | Austin | TX | 78702 | None | PC | Cultural enrichment and education through the Arts | $40,000 |
| United Way for Greater Austin | |||||||
| 2000 East MLK Jr Blvd | Austin | TX | 78702 | None | PC | Provide education awards for Pre-K teachers | $25,000 |
| Collegiate Directions | |||||||
| 4827 Rugby Ave Ste 001 | Bethesda | MD | 20814 | None | PC | College support services for under-served students | $20,000 |
| Austin Community Foundation | |||||||
| PO Box 5159 | Austin | TX | 78763 | None | PC | Support the Summer Learning Investment Hub pooled fund | $25,000 |
| A Wider Circle | |||||||
| 4808 Moorland Lane Ste 802 | Bethesda | MD | 20814 | None | PC | Provide housing and support for needy | $1,000 |
| Stepping Stones Shelter | |||||||
| PO Box 712 | Rockville | MD | 20848 | None | PC | Provide education supplies and services to homeless families | $4,500 |
| IDEA Public Schools | |||||||
| 2800 S IH 35 Ste 365 | Austin | TX | 78704 | None | PC | Support for development of a computer lab at a new campus | $25,000 |
| FACETS | |||||||
| 10640 Page Avenue Ste 300 | Fairfax | VA | 22030 | None | PC | Support back-to-school supply drive | $1,000 |
| Crittenton Services | |||||||
| 815 Silver Springs Ave | Silver Springs | MD | 20910 | None | PC | Empower young women in education and life choices (Goal Setting Girls program) | $20,000 |
| Austin Achieve Public Schools | |||||||
| 5908 Manor Rd | Austin | TX | 78723 | None | PC | Expand charter public school capacity | $40,000 |
| Beyond the Grade | |||||||
| 4607 Raintree Blvd | Austin | TX | 78745 | None | PC | Provide music education and life skills to at-risk students | $10,000 |
| Austin Bat Cave | |||||||
| 1317 S Congress Ave | Austin | TX | 78704 | None | PC | Support the organization's strategic planning process | $11,000 |
| Families Empowered | |||||||
| 7447 Harwin Dr Ste 246 | Houston | TX | 77036 | None | PC | Family services to aid in matching students to schools, with expansion to Austin | $25,000 |
| Literacy First | |||||||
| 3925 West Braker Lane Ste 3801 | Austin | TX | 78759 | None | PC | Support K-2 Literacy Intervention Program | $25,000 |
| Generation HOPE | |||||||
| 415 Michigan Avenue NE Ste 250 | Washington | DC | 20017 | None | PC | Mentoring and educational resources for teen parents | $20,000 |
| El Ranchito | |||||||
| 11719 Bee Caves Rd Ste 300 | Austin | TX | 78738 | None | PC | Support nature-immersion camping experience for youth | $4,000 |
| Mission Capital | |||||||
| 8303 N MoPac Exprwy Ste A201 | Austin | TX | 78759 | None | PC | Launch cohort-based leadership tools to aid non-profit organizations | $25,000 |
| PeletonU | |||||||
| 500 E St Johns Ave 1460 | Austin | TX | 78752 | None | PC | Strengthen strategic partnerships to aid college students | $27,500 |
| Upper Ninety | |||||||
| 1023 Springdale Rd Bldg 1 Ste J | Austin | TX | 78721 | None | PC | Fund youth development programs in low-income areas | $1,000 |
| Assistance League of Austin | |||||||
| 4901Burnet Rd | Austin | TX | 78756 | None | PC | Provide educational assistance for those in need | $8,000 |
| Austin Film Society | |||||||
| 1905 East 51st St | Austin | TX | 78723 | None | PC | Provide funding for flims on social impact | $10,000 |
| Carrying Hope | |||||||
| 9600 Escarpment Blvd Ste 745-239 | Austin | TX | 78749 | None | PC | Provide support kit for children entering the foster care system | $3,700 |
| Council on At-Risk Youth | |||||||
| 3710 Cedar St Box 23 | Austin | TX | 78705 | None | PC | Provide supplies for service-learning projects for at-risk youth | $1,000 |
| Lifeworks Austin | |||||||
| 3700 S 1st St | Austin | TX | 78704 | None | PC | Support youth participation in certificate programs at various institutions | $7,500 |
| National Guild for Community Arts E | |||||||
| 520 8th Ave Ste 302 | New York | NY | 10018 | None | PC | Provide scholarships for Guild's national conference | $7,500 |
| People's Community Clinic | |||||||
| 1101 Camino La Costa | Austin | TX | 78752 | None | PC | Provide reading material in the pediatric area for under-served children | $5,300 |
| ServeAustin Collaborative | |||||||
| 315 Guadalupe St Ste 300 | Austin | TX | 78751 | None | PC | Support programs to improve retention of AmeriCorps members in Central Texas | $25,000 |
| Texas Book Festival | |||||||
| 610 Brazos Suite 200 | Austin | TX | 78701 | None | PC | Fund new books and the Read Rocks Star Program literacy initiative | $2,000 |
| Texas Charter Schools Association | |||||||
| 3801 S Capital of Tx Hwy Ste 330 | Austin | TX | 78704 | None | PC | Support the launch of the Teacher Advocate Leadership Institute | $25,000 |
| Waller Creek Conservancy | |||||||
| 1111 Red River Street | Austin | TX | 78701 | None | PC | Funds to produce an educational display for the urban park system | $1,000 |
| YouthLaunch | |||||||
| PO Box 4119 | Austin | TX | 78765 | None | PC | Support development of the KIPP Alumni Mentoring Program | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $800,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $187,555 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $568,056 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $266,287 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,021,898 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,021,898 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Neil Webber | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $125,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $609 | 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 | $5,651,758 | EOYBookValueAmt |
| EOYFMV | $5,685,022 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities - Domestic (Schwab/JPMorgan) | $3,313,316 | $4,448,621 |
| Equities - Global (Schwab) | $1,136,092 | $1,635,704 |
| Equities - International Dev (Schwab) | $990,866 | $1,155,386 |
| Equities -International Emg Mkt (Schwab) | $1,382,012 | $1,464,040 |
| Equities-International Small Cap | $664,166 | $805,265 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Money Market Funds & Equivalent (Schwab) | AT COST | ||
| Commodity &Tactical Inc Fds (Schwab) | AT COST | $1,331,695 | $1,386,127 |
| Private Equity - Real Estate | AT COST | $175,000 | $175,000 |
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 | $16,630 | AccumulatedDepreciationAmt |
| Book Value | $2,315 | BookValueAmt |
| EOYFMV | $2,315 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal excise tax refund | Desc |
| BOY Book Value | $9,059 | BOYBookValueAmt |
| EOY Book Value | $12,833 | EOYBookValueAmt |
| EOYFMV | $12,833 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Computer database expenses | $3,702 | $352 | $3,350 |
| Insurance expense (operations) | $4,800 | $1,600 | $3,200 |
| Office supplies and expense | $702 | $252 | $450 |
| Other deductions from pass-through | $37 | $37 | |
| Postage and printing fees | $475 | $48 | $427 |
| Telephone & telecom expense | $1,479 | $148 | $1,331 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjustment for book purposes | Desc |
| Amt | $52,631 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal excise tax payable | Desc |
| EOY Book Value | $4,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Agency/Advisory Fees - Managed | CategoryTxt |
| Amt | $42,885 | Amt |
| Net Investment Income | $42,885 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Neil F Webber | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal excise tax | $9,226 | |
| Foreign tax expense | $8,184 | $8,184 |
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