WEBBER FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WEBBER FAMILY FOUNDATION (EIN 74-2927126)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201433189349100803
- Schema version
- 2013v3.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T07:06:54-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Steve Shook CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6836 Austin Center Blvd Ste 130 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78731 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78703 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jessica S D'Arcy | PersonNm |
| Person Title | Exec Dir/Sec | PersonTitleTxt |
| Signature | 2014-11-14 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,798,285 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $817 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $817 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $817 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $338,058 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $338,058 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $338,058 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $588,180 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,647,845 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $588,180 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6,311 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$931 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$931 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $926,124 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $926,124 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $345,186 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $69,297 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,930 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $62,367 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $46,148 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,921 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $33,227 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,465 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,215 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,081 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,081 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $22,400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,185 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,529 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $9,013 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,013 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,534 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,425 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,109 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $201,467 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,757 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $111,966 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $800,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $800,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,001,467 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,757 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $911,966 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,343 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $855,367 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $345,186 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,841 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $150,415 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $150,415 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,384,761 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,874,761 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,856,666 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,687,561 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,818,704 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,660,637 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,097,108 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,699,695 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,653,461 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,546,290 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,124,387 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,474,410 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,290 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,290 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,529 | LandBOYAmt |
| Other Assets BOY | $1,911 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,696 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,696 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,746,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,670,658 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,798,285 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $15,746,001 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,670,658 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,746,001 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,670,658 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,746,001 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,670,658 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,746,001 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,343 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,670,658 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,670,658 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Net settlement Security Class Action | P | 2009-06-30 | 2013-06-30 | $506 | $506 | $506 | |
| Capital Gain Distributions | P | 2009-06-30 | 2013-12-31 | $115,346 | $115,346 | $115,346 | |
| 1510 Forward Credit Analysis L/S | P | 2013-06-30 | 2013-10-31 | $12,237 | -$830 | -$830 | $13,067 |
| 10,743 IShares MSCI Emrg Mke | P | 2012-10-26 | 2013-04-29 | $459,139 | $15,082 | $15,082 | $444,057 |
| 9,998 Ridgeworth US Gov Sec | P | 2013-02-28 | 2013-06-07 | $101,339 | -$245 | -$245 | $101,584 |
| 1858 TCW Emerging Markets | P | 2013-01-01 | 2013-07-31 | $15,803 | -$1,224 | -$1,224 | $17,027 |
| 19,357 Credit Suisse Commodity Ret | P | 2011-06-30 | 2013-04-26 | $146,917 | -$22,500 | -$22,500 | $169,417 |
| 37,748 Forward Credit Analysis L/S | P | 2011-06-30 | 2013-10-31 | $301,472 | -$3,015 | -$3,015 | $304,487 |
| 12,495 IShares Gold Trust | P | 2011-06-24 | 2013-04-26 | $177,167 | $15,463 | $15,463 | $161,704 |
| 1658 IShares TR Barclays TIPSBond | P | 2011-02-28 | 2013-04-26 | $203,181 | $27,511 | $27,511 | $175,670 |
| 2426 IShares Tr DJ US Basis Mat | P | 2011-02-28 | 2013-04-26 | $167,041 | $18,506 | $18,506 | $148,535 |
| 19,601 PIMCO Comm Real Ret Strat | P | 2010-06-30 | 2013-04-26 | $122,699 | -$45,464 | -$45,464 | $168,163 |
| 6906 Powershs Exch Trad Fd | P | 2010-09-30 | 2013-07-31 | $96,640 | -$3,159 | -$3,159 | $99,799 |
| 45,982 Ridgeworth US Gov Sec | P | 2010-06-30 | 2013-04-26 | $467,635 | $3,117 | $3,117 | $464,518 |
| 8718 TCW Emerging Markets | P | 2010-06-30 | 2013-07-31 | $74,147 | -$1,866 | -$1,866 | $76,013 |
| 45,879 Vanguard Interm Term Fd | P | 2010-06-30 | 2013-07-31 | $450,943 | $39,793 | $39,793 | $411,150 |
| 44,654 WHV Intl Eqty Fd | P | 2010-06-30 | 2013-10-31 | $991,713 | $238,989 | $238,989 | $752,724 |
| Capital Loss from Sched K-1 (TCW) | P | 2013-01-15 | 2013-06-30 | -$10,292 | -$10,292 | $10,292 | |
| Capital Loss from Sched K-1 (TCW) | P | 2010-06-30 | 2013-06-30 | -$5,877 | -$5,877 | $5,877 | |
| AP Alter Assets Int | P | 2006-06-30 | 2013-10-31 | $355,537 | $105,537 | $105,537 | $250,000 |
| 4505 Ironwood Partners | P | 2008-05-30 | 2013-11-30 | $482,541 | $32,031 | $32,031 | $450,510 |
| 300 Ironwood Partners | P | 2008-05-30 | 2013-12-20 | $32,137 | $2,133 | $2,133 | $30,004 |
| TCW Americas Dev Int | P | 2008-05-30 | 2013-06-28 | $494,102 | -$55,898 | -$55,898 | $550,000 |
| 125 Kimberly-Clark Corp | P | 2010-02-04 | 2013-04-26 | $50,288 | $20,288 | $20,288 | $30,000 |
| 200 Amerisource Bergen Corp | P | 2010-08-02 | 2013-03-19 | $10,173 | $4,176 | $4,176 | $5,997 |
| 200 Sysco Corp | P | 2010-05-26 | 2013-03-28 | $7,021 | $1,094 | $1,094 | $5,927 |
| 375 Sysco Corp | P | 2011-04-12 | 2013-04-23 | $13,105 | $2,506 | $2,506 | $10,599 |
| 275 Monsanto Co New Del | P | 2010-07-07 | 2013-04-05 | $28,907 | $14,889 | $14,889 | $14,018 |
| 425 Bank of NY Mellon | P | 2010-02-04 | 2013-05-10 | $12,052 | $32 | $32 | $12,020 |
| 100 Auto Data Processing | P | 2010-02-04 | 2013-05-22 | $7,086 | $3,016 | $3,016 | $4,070 |
| 475 Auto Data Processing | P | 2010-02-04 | 2013-05-30 | $32,935 | $13,643 | $13,643 | $19,292 |
| 125 Tyco Electronics Ltd | P | 2010-05-13 | 2013-05-30 | $5,642 | $1,895 | $1,895 | $3,747 |
| 175 Ingersoll Rand Co | P | 2011-02-18 | 2013-06-13 | $9,906 | $1,529 | $1,529 | $8,377 |
| 475 Ingersoll Rand Co | P | 2011-06-23 | 2013-06-25 | $26,382 | $4,905 | $4,905 | $21,477 |
| 90 Mallinckrodt Pub | P | 2013-07-01 | 2013-07-03 | $3,820 | $3,820 | $3,820 | |
| 75 Berkshire Hathaway Inc | P | 2012-02-24 | 2013-07-19 | $8,872 | $2,874 | $2,874 | $5,998 |
| 300 Omnicom Group | P | 2011-07-28 | 2013-07-29 | $19,638 | $5,635 | $5,635 | $14,003 |
| 50 GlaxoSmithKline PLC | P | 2011-11-04 | 2013-07-31 | $2,553 | $333 | $333 | $2,220 |
| 150 Omnicom Group | P | 2011-08-03 | 2013-07-31 | $9,774 | $2,979 | $2,979 | $6,795 |
| 225 GlaxoSmithKline PLC | P | 2011-08-01 | 2013-08-01 | $11,669 | $1,728 | $1,728 | $9,941 |
| 400 Omnicom Group | P | 2011-08-04 | 2013-08-02 | $25,307 | $8,176 | $8,176 | $17,131 |
| 200 Time Warner Inc | P | 2010-02-04 | 2013-08-15 | $12,406 | $6,889 | $6,889 | $5,517 |
| 200 3M Co | P | 2010-12-08 | 2013-09-06 | $22,966 | $5,778 | $5,778 | $17,188 |
| 375 Tyco Electronics Ltd | P | 2012-09-27 | 2013-10-31 | $19,612 | $7,838 | $7,838 | $11,774 |
| 1050 Sysco Corp | P | 2010-02-04 | 2013-12-10 | $39,489 | $10,513 | $10,513 | $28,976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $588,180 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,311 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $903,320 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,925,748 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05337 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $812,644 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,557,656 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04628 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $922,259 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,035,357 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05414 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,056,985 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,315,702 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06478 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,089,638 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,468,492 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06238 | DistributionYr5Rt |
| Total Distribution | 0.28095 | TotalDistributionRt |
| Average Distribution | 0.05619 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,770,054 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $998,499 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,554 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,007,053 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $911,966 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,107 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,107 | SubtotalAmt |
| Tax Based On Investment Income | $17,107 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,911 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $19,911 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $108 | EsPenaltyAmt |
| Overpayment | $2,696 | OverpaymentAmt |
| Applied To ES Tax | $2,696 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 787032350 | ZIPCode |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Neil Webber | |||||||
| 3112 Windsor Rd A336 | Austin | TX | 78703 | Pres/Treas | 2.00 | $0 | |
| Jessica S D'Arcy | |||||||
| 3112 Windsor Rd A336 | Austin | TX | 78703 | Exec Dir/Sec | 25.00 | $66,819 | $2,478 |
| Erica Webber | |||||||
| 3112 Windsor Rd A336 | Austin | TX | 78703 | Vice President | 2.00 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,864,980 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $175,684 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,040,664 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $18,040,664 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $270,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,770,054 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $888,503 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $888,503 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,107 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,107 | TotalTaxAmt |
| Distributable Before Adj | $871,396 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $871,396 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $871,396 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $911,966 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $911,966 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $911,966 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $871,396 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $222,707 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $249,318 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $88,138 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $69,473 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $629,636 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $911,966 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $871,396 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $40,570 | RemainingDistriFromCorpusAmt |
| Total Corpus | $670,206 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $222,707 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $447,499 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $249,318 | ExcessFromYear4Amt |
| Excess From Year3 | $88,138 | ExcessFromYear3Amt |
| Excess From Year1 | $69,473 | ExcessFromYear1Amt |
| Excess From Current Year | $40,570 | 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 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78703 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5124959494 | RecipientPhoneNum |
| Form And Info And Materials | The Foundation requires grant proposals be submitted utilizing the Application Package format 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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Higher Achievement Program | |||||||
| 317 8th St NE | Washington | DC | 20002 | None | 509(a)(1) | Middle school student enrichment programs | $30,000 |
| The Montgomery College Fd | |||||||
| 900 Hungerford Dr Ste 200 | Rockville | MD | 20850 | None | 509(a)(1) | Expansion of master class program and scholarships | $80,000 |
| Austin Achieve Public Schools | |||||||
| 6510 Berkman Drive | Austin | TX | 78723 | None | 501(a)(1) | Public charter school capacity building | $30,000 |
| ReSET | |||||||
| PO Box 9400 | Washington | DC | 20016 | None | 509(a)(1) | Support for sustainability initiative | $15,000 |
| Breakthrough Austin | |||||||
| 1605A E 7th Street | Austin | TX | 78702 | None | 509(a)(1) | Path to college for middle school students with limited opportunities | $55,000 |
| Kipp Austin Public Schools | |||||||
| 8509 FM 969 Building C | Austin | TX | 78724 | None | 509(a)(1) | Educational programs and capacity building | $50,000 |
| Austin Classical Guitar Soc | |||||||
| PO Box 4072 | Austin | TX | 78765 | None | 509(a)(1) | Promote classical guitar performances and education | $40,000 |
| University of Texas at Austin | |||||||
| PO Box 250 | Austin | TX | 78712 | None | 501(a)(1) | Programs in literacy and education | $55,000 |
| Camp Fire USA - Balcones Chap | |||||||
| 1603 E 38th 1/2 Street | Austin | TX | 78722 | None | 509(a)(2) | Service program for young girls | $25,000 |
| Mainspring Schools | |||||||
| 1100 West Live Oak | Austin | TX | 78704 | None | 509(a)(1) | Early childhood education programs | $50,000 |
| Live It Learn It | |||||||
| 735 8th Street SE 300 | Washington | DC | 20003 | None | 509(a)(1) | Supplemental programs for high-poverty young students | $1,000 |
| Catalogue for Philanthropy | |||||||
| 397 South Street | Needham | MA | 02492 | None | 509(a)(1) | Expand evaluation and reporting services to donors of nonprofit entities | $30,000 |
| College Forward | |||||||
| PO Box 142308 | Austin | TX | 78714 | None | 509(a)(1) | College access services to disadvantaged youth | $55,000 |
| mindPOP | |||||||
| 5511 Park Crest 207 | Austin | TX | 78731 | None | 509(a)(1) | Expand creative learning opportunities for students | $40,000 |
| Foundation Communities | |||||||
| 3036 South 1st Street Ste 200 | Austin | TX | 78704 | None | 509(a)(1) | Housing and support systems for low-income individuals/families | $12,500 |
| Phoenix Rising Aviation Academy | |||||||
| 10435 Burnet Road Ste 108 | Austin | TX | 78758 | None | 509(a)(1) | Education of disadvantaged youth in science and technology | $3,100 |
| Magnolia Montessori For All | |||||||
| 1912 Parkside Lane | Austin | TX | 78745 | None | 509(a)(1) | Education program expansion | $30,000 |
| Anthropos Arts | |||||||
| PO Box 685000 | Austin | TX | 78768 | None | 509(a)(1) | Musician mentoring programs | $24,900 |
| Ann Richards School | |||||||
| 2206 Prather Lane | Austin | TX | 78704 | None | 509(a)(1) | Programs for all-girl's public school | $4,000 |
| Grantmakers for Education | |||||||
| 720 SW Washington Street Ste 605 | Portland | OR | 97205 | None | 509(a)(1) | Grantmaking program development to serve education | $2,500 |
| Family Support Center | |||||||
| 4827 Rugby Avenue Ste 302 | Bethesda | MD | 20814 | None | 509(a)(1) | Support social and mental health services provided to students and educators | $3,000 |
| GENaustin | |||||||
| PO Box 3122 | Austin | TX | 78704 | None | 509(a)(1) | Support programs for girls | $6,000 |
| Wayside Schools | |||||||
| 6405 S IH35 | Austin | TX | 78744 | None | 509(a)(1) | Programs for charter school expansion | $10,000 |
| Creative Action | |||||||
| 701 Tillery Street Box 9 | Austin | TX | 78702 | None | 509(a)(1) | After-school arts enrichment and learning programs | $31,250 |
| Imagination Stage | |||||||
| 4908 Auburn Avenue | Bethesda | MD | 20814 | None | 509(a)(1) | Art enrichment and exposure for children | $1,500 |
| Austin Children's Shelter | |||||||
| 4800 Manor Road | Austin | TX | 78723 | None | 509(a)(1) | Protection and services for children and family | $13,250 |
| Passion for Learning | |||||||
| 1210 Woodside Parkway | Silver Spring | MD | 20910 | None | 509(a)(1) | After-school education programs for children | $20,000 |
| Communities in Schools - ASPIRE | |||||||
| 3000 South IH35 Ste 200 | Austin | TX | 78704 | None | 509(a)(1) | Provide funding for school-based social and community services | $25,000 |
| Austin Community Foundation | |||||||
| PO Box 5159 | Austin | TX | 78763 | None | 509(a)(1) | Support grantmaking advocacy consortium | $5,000 |
| A Wider Circle | |||||||
| 4808 Moorland Lane Ste 802 | Bethesda | MD | 20814 | None | 509(a)(1) | Provide housing and support for needy | $5,000 |
| Columbia Center for Theatrical Arts | |||||||
| 6655 Dobbin Rd Unit 44 | Columbia | MD | 21045 | None | 509(a)(1) | Education through theatrical arts | $2,875 |
| Stepping Stones Shelter | |||||||
| PO Box 712 | Rockville | MD | 20848 | None | 509(a)(1) | Provide shelter and services to homeless families | $2,875 |
| Capital IDEA | |||||||
| 504 Lavaca St 1008 | Austin | TX | 78701 | None | 509(a)(1) | Education and training for adults | $5,000 |
| Girl Scouts of Central Texas | |||||||
| 12012 Park Thirty-five Circle | Austin | TX | 78753 | None | 509(a)(1) | Development activities for girls | $6,250 |
| Austin Community Steelband | |||||||
| PO Box 3223 | Austin | TX | 78754 | None | 509(a)(1) | Provide steelban education and performance opportunities | $5,000 |
| Capital Partners for Education | |||||||
| 1413 K Street NW 2nd floor | Washington | DC | 20005 | None | 509(a)(1) | Services for low-income students to aid with college application through graduation | $3,000 |
| River City Youth Foundation | |||||||
| PO Box 17923 | Austin | TX | 78760 | None | 509(a)(1) | Programs for neighborhood-based youth services | $2,500 |
| Jumpstart DC | |||||||
| 308 Congress St 6th Floor | Boston | MA | 02210 | None | 509(a)(1) | Early education learning programs for children | $2,000 |
| Young Playwrights' Theatre | |||||||
| 2437 15th St NW | Washington | DC | 20009 | None | 509(a)(1) | Programs to foster creativity and self-confidence through the arts | $17,500 |
| 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 | $817 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $338,058 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $588,180 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Sch K-1, TCW Americas Dev | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$931 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $926,124 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $926,124 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax preparation fees | CategoryTxt |
| Amt | $1,465 | Amt |
| Net Investment Income | $1,215 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Office furniture | PropertyDesc |
| Acquired | 2008-06-30 | AcquiredDt |
| Cost Or Other Basis | $15,290 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $13,761 | PriorYearDepreciationAmt |
| Computation Method | 91 | ComputationMethodTxt |
| Life | 5.0000 | LifeRt |
| Current Year Expense | $1,529 | CurrentYearExpenseAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds (Schwab) | BondNm |
| EOY Book Value | $1,699,695 | EOYBookValueAmt |
| EOYFMV | $1,653,461 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities - Domestic (Schwab/JPMorgan) | $3,014,524 | $3,902,876 |
| Equities - Global (Schwab) | $2,068,460 | $3,676,535 |
| Equities - International Dev (Schwab) | $1,805,337 | $2,084,590 |
| Equities -International Emg Mkt (Schwab) | $930,383 | $996,636 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,874,761 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,856,666 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Commodity &Tactical Inc Fds (Schwab) | AT COST | $1,310,520 | $1,439,133 |
| Money Market Funds (Schwab) | AT COST | $1,132,810 | $1,132,810 |
| Hedge Funds - Multi Strategy (Schwab) | AT COST | $25,055 | $26,836 |
| Alternatives - Liquid (Schwab) | AT COST | $1,656,002 | $1,875,631 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItemTxt |
| Cost Or Other Basis | $15,290 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $15,290 | AccumulatedDepreciationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal excise tax refund | Desc |
| BOY Book Value | $1,911 | BOYBookValueAmt |
| EOY Book Value | $2,696 | EOYBookValueAmt |
| EOYFMV | $2,696 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Expenses from Sch K-1 (AP Alt) | $1,522 | $1,522 | |
| Expenses from Sch K-1 (TCW) | $3,494 | $3,494 | |
| Insurance expense (operations) | $4,454 | $1,559 | $2,895 |
| Office supplies and expense | $3,885 | $1,395 | $2,490 |
| Postage and printing fees | $216 | $45 | $171 |
| Telephone expense | $1,963 | $410 | $1,553 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Sch K-1, TCW Americas Dev | Desc |
| Revenue And Expenses Per Books | -$931 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$931 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Agency/Advisory Fees - Managed | CategoryTxt |
| Amt | $36,081 | Amt |
| Net Investment Income | $36,081 | 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 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 787032350 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal excise tax | $17,215 | |
| Foreign tax | $4,812 | $4,812 |
| Foreign tax (K-1) | $373 | $373 |
Comments