WEBBER FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WEBBER FAMILY FOUNDATION INC (EIN 04-3493753)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-11
- IRS object ID
- 201542239349100109
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-11T10:23:43-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 HIGH STREET 21ST FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043493753 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEBBER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEBB | BusinessNameControlTxt |
| Phone | 9784486233 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48 HEMLOCK PARK DRIVE | AddressLine1Txt |
| City | GROTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01450 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN H WEBBER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9784486233 | PhoneNum |
| Signature | 2015-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HILLARY BURR CPA | PreparerPersonNm |
| PTIN | P00910379 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $442,109 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,522 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,757 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,220 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,757 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $34,279 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,279 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,570 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,570 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,107 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,577 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,570 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,935 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,377 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,570 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,735 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,098 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,709 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$6 | CashEOYAmt |
| Cash EOYFMV | -$6 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,653 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,470 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,470 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $325,913 | CorporateStockBOYAmt |
| Corporate Stock EOY | $295,004 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $434,645 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $331,566 | TotalAssetsBOYAmt |
| Total Assets EOY | $302,468 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $442,109 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $331,566 | RetainedEarningBOYAmt |
| Retained Earning EOY | $302,468 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $331,566 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $302,468 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $331,566 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $302,468 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $331,566 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,098 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $302,468 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $302,468 | 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 |
|---|---|---|---|---|---|---|---|
| SCHWAB #0407 | P | 2014-01-01 | 2014-12-31 | $5,979 | $6,000 | -$21 | -$21 |
| SCHWAB #0407 | P | 2013-12-30 | 2014-12-31 | $50,256 | $27,463 | $22,793 | $22,793 |
| CAPITAL GAINS DIVIDENDS | P | $2,985 | $2,985 | $2,985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,757 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,493 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $446,983 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074931 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,555 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $420,060 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.101307 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $85,850 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $474,098 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.181081 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $63,024 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $449,390 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.140243 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,990 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $413,839 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057969 | DistributionYr5Rt |
| Total Distribution | 0.555531 | TotalDistributionRt |
| Average Distribution | 0.111106 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $458,400 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $50,931 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $317 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $51,248 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $59,735 | 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 | $317 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $317 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $317 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $527 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $527 | TotalPaymentsAndCreditsAmt |
| Overpayment | $210 | OverpaymentAmt |
| Applied To ES Tax | $210 | 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 | MA | 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 | STEVEN H WEBBER | IndividualWithBooksNm |
| Phone | 9784486233 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48 HEMLOCK PARK DRIVE | AddressLine1Txt |
| City | GROTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01450 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN H WEBBER | ||||||||
| 48 HEMLOCK PARK DRIVE | GROTON | MA | 01450 | PRES/TREAS/CLERK/DIRECTOR | 0.00 | $0 | $0 | $0 |
| NANCY M WEBBER | ||||||||
| 48 HEMLOCK PARK DRIVE | GROTON | MA | 01450 | VICE PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOSHUA A WEBBER | ||||||||
| 3 ERINS WAY | SOUTH HAMILTON | MA | 01982 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JEREMY A WEBBER | ||||||||
| 48 SPARK STREET | CAMBRIDGE | MA | 02138 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATHRYN A WEBBER | ||||||||
| 44 AVON STREET | CAMBRIDGE | MA | 02138 | DIRECTOR | 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 | $459,983 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,398 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $465,381 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $465,381 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,981 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $458,400 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $317 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $317 | TotalTaxAmt |
| Distributable Before Adj | $22,603 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,603 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,603 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,735 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $59,735 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $317 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $59,418 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,603 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,592 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $40,956 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $62,364 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,868 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,623 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $140,403 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,735 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,603 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,132 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $177,535 | 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 | $3,592 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $173,943 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,956 | ExcessFromYear4Amt |
| Excess From Year3 | $62,364 | ExcessFromYear3Amt |
| Excess From Year2 | $21,868 | ExcessFromYear2Amt |
| Excess From Year1 | $11,623 | ExcessFromYear1Amt |
| Excess From Current Year | $37,132 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN WEBBER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48 HEMLOCK PARK DRIVE | AddressLine1Txt |
| City | GROTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9784486233 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION SHOULD BE SUBMITTED IN WRITING, STATING AMOUNT OF GRANT REQUESTED AND PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 NORTH BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | NOT RELATED | 501(C)(3) | CHARITABLE | $200 |
| BIONEERSCOLLECTIVE HERITAGE INSTITUTE | |||||||
| 1607 PASEO DE PERALTA 3 | SANTA FE | NM | 87501 | NOT RELATED | 501(C)(3) | CHARITABLE | $5,000 |
| GROTON COMMUNITY SCHOOL | |||||||
| 110 BOSTON ROAD | GROTON | MA | 01450 | NOT RELATED | 501(C)(3) | CHARITABLE | $15,000 |
| GROTON DUNSTABLE ATHLETIC BOOSTER CLUB | |||||||
| PO BOX 1190 | GROTON | MA | 01450 | NOT RELATED | 501(C)(3) | CHARITABLE | $100 |
| PHOENIX CHARTER ACADEMY | |||||||
| 59 NICHOLS STREET | CHELSEA | MA | 02150 | NOT RELATED | 501(C)(3) | CHARITABLE | $10,000 |
| THE CAMBRIDGE SCHOOL OF WESTON | |||||||
| 45 GEORGIAN ROAD | WESTON | MA | 02493 | NOT RELATED | 501(C)(3) | CHARITABLE | $25,000 |
| WGBH | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NOT RELATED | 501(C)(3) | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,522 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,757 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,279 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,279 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WOLF & COMPANY, PC PAYMENT ON 2013 INVOICE | $300 | $0 | $300 |
| WOLF & COMPANY, PC | $1,600 | $0 | $1,600 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA 2 YR GLBL FXD FI | $10,466 | $10,483 |
| DFA EMRG MKTS VAL | $6,606 | $12,785 |
| DFA INTL SM CAP VAL | $11,973 | $26,538 |
| DFA INTL VAL PORT | $5,056 | $6,327 |
| DFA US LRG CAP VALUE | $12,309 | $33,969 |
| DFA US SMALL CAP VALUE | $13,101 | $21,824 |
| DFA 5 YR GLBL FXD INC PORT | $32,392 | $32,288 |
| DFA INTERMED GOVT FXD INC PORT | $33,109 | $33,078 |
| DFA 1 YR FXD INC PORT | $24,091 | $24,014 |
| DFA EMER MKTS CORE EQ PORT | $13,502 | $15,555 |
| DFA INTL CORE EQ PORT | $39,642 | $45,518 |
| DFA LARGE CAP INTL PORT | $13,800 | $14,845 |
| DFA US CORE EQUITY 1 PORT | $59,365 | $113,120 |
| DFA US SMALL CAP PORT | $10,870 | $25,542 |
| DFA REAL ESTATE PORT | $8,722 | $18,759 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $2,570 | Amt |
| Net Investment Income | $2,570 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMONWEALTH OF MASSACHUSETTS | $35 | $0 | $35 |
| EXCISE TAX ON NET INVESTMENT INCOME 12/31/13 | $1,000 | $0 | $0 |
| FEDERAL TAX EXPENSE | $72 | $0 | $0 |
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