WEBBER FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WEBBER FAMILY FOUNDATION (EIN 74-2927126)
Tax period
2024-01-01 to 2024-12-31
Filed
2026-01-20
IRS object ID
202620209349100007
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-01-20T12:36:22-08:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Steve Shook CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13508 Far West Blvd Suite 115AddressLine1Txt
CityAustinCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78731ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742927126EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Webber Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWEBBBusinessNameControlTxt
Phone5124959494PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13112 Windsor Rd A336AddressLine1Txt
CityAustinCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78703ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMarisol FosterPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Signature2026-01-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSteve Shook CPAPreparerPersonNm
PTINP01056097PTIN
Phone5124811936PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,403,336FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$916InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$916InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$916InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$591,257DividendsRevAndExpnssAmt
Dividends Net Invst Incm$591,257DividendsNetInvstIncmAmt
Dividends Adj Net Incm$591,257DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$659,598NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,366,492GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$659,598CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$104OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$104OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,251,667TotalRevAndExpnssAmt
Total Net Invst Incm$1,251,667TotalNetInvstIncmAmt
Total Adj Net Incm$592,173TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$185,368CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$27,805CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$157,563CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$167,596OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$33,519OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$134,077OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$34,510PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$5,845PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$28,665PensionEmplBnftDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$31,076OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$31,076OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$16,105TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$4,289TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$4,289TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$23,623OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$236OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$23,387OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$462,567TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$98,481TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$347,981TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,500,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,500,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,962,567TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$98,481TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,847,981TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$710,900ExcessRevenueOverExpensesAmt
Net Investment Income$1,153,186NetInvestmentIncomeAmt
Adjusted Net Income$592,173AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,040,954SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,329,377SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,329,377SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,045,770CorporateStockBOYAmt
Corporate Stock EOY$4,733,544CorporateStockEOYAmt
Corporate Stock EOYFMV$7,841,433CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,456,086CorporateBondsBOYAmt
Corporate Bonds EOY$4,251,505CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,256,664CorporateBondsEOYFMVAmt
Other Investments BOY$2,390,329OtherInvestmentsBOYAmt
Other Investments EOY$2,826,365OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,973,784OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$18,945LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$18,945LandBldgEquipAccumDeprecAmt
Other Assets BOY$6,183OtherAssetsBOYAmt
Other Assets EOY$2,078OtherAssetsEOYAmt
Other Assets EOYFMV$2,078OtherAssetsEOYFMVAmt
Total Assets BOY$13,939,322TotalAssetsBOYAmt
Total Assets EOY$13,142,869TotalAssetsEOYAmt
Total Assets EOYFMV$16,403,336TotalAssetsEOYFMVAmt
Grants Payable EOY$25,000GrantsPayableEOYAmt
Total Liabilities EOY$25,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$13,939,322RetainedEarningBOYAmt
Retained Earning EOY$13,117,869RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,939,322TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,117,869TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,939,322TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,142,869TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,939,322TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$710,900ExcessRevenueOverExpensesAmt
Subtotal$13,228,422SubtotalAmt
Other Decreases$110,553OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,117,869TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Pathstone, Various LT coveredP2022-06-302024-06-30$2,286,507$1,706,894$579,613$579,613
Cap Gain DistributionsP2023-06-302024-12-31$79,985$79,985$79,985
FieldValueIRS element (for citing)
Capital Gain Net Income$659,598CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,029InvestmentIncomeExciseTaxAmt
Subtotal$16,029SubtotalAmt
Tax Based On Investment Income$16,029TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,683EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$3,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$18,183TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$76EsPenaltyAmt
Overpayment$2,078OverpaymentAmt
Applied To ES Tax$2,078AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.webberfoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Neil Webber PresidentBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5124959494PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13112 Windsor Rd A336AddressLine1Txt
CityAustinCityNm
State AbbreviationTXStateAbbreviationCd
ZIP787032350ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmt
Neil Webber
3112 Windsor Rd A336AustinTX78703Chairmn/Trustee2.00$0
Jessica Slade
3112 Windsor Rd A336AustinTX78703Ldershp Off/Tte40.00$185,368$21,147
Erica Webber
3112 Windsor Rd A336AustinTX78703Trustee2.00$0
Ted Whatley
3112 Windsor Rd A336AustinTX78703Trustee2.00$0
Steve Shook
3112 Windsor Rd A336AustinTX78703Trustee2.00$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmt
Marisol Foster
3112 Windsor Rd A336AustinTX78703Executive Director30.00$105,138$8,383
Courtney Horm
3112 Windsor Rd A336AustinTX78703Program Director30.00$62,458$4,980
FieldValueIRS element (for citing)
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,677,830AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$853,205AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,531,035TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$16,531,035AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$247,966CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,283,069NetVlNoncharitableAssetsAmt
Minimum Investment Return$814,153MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$814,153MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,029TaxBasedOnInvestmentIncomeAmt
Total Tax$16,029TotalTaxAmt
Distributable Before Adj$798,124DistributableBeforeAdjAmt
Distributable Before Ded$798,124DistributableBeforeDedAmt
Distributable As Adjusted$798,124DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,847,981ExpensesAndContributionsAmt
Qualifying Distributions$1,847,981QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$798,124DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$131,586ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$217,130ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$178,139ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$281,691ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$808,223ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,616,769TotalExcessDistributionCyovAmt
Qualifying Distributions$1,847,981QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$798,124AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,049,857RemainingDistriFromCorpusAmt
Total Corpus$2,666,626TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$131,586ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,535,040ExcessDistriCyovToNextYrAmt
Excess From Year4$217,130ExcessFromYear4Amt
Excess From Year3$178,139ExcessFromYear3Amt
Excess From Year2$281,691ExcessFromYear2Amt
Excess From Year1$808,223ExcessFromYear1Amt
Excess From Current Year$1,049,857ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNeil WebberContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonThe Webber Family FoundaitonRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13112 Windsor Rd A336AddressLine1Txt
CityAustinCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78703ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5124959494RecipientPhoneNum
Form And Info And MaterialsThe 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 DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsIRC Section 501(c)(3) charitable organizations further qualifying as public charities.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Higher Achievement Program
317 8th St NEWashingtonDC20002NonePCStrengthen the opportunities for middle school students$20,000
The Montgomery College Fd
9221 Corporate Blvd 3rd FloorRockvilleMD20850NonePCExpansion and support of master class program, scholarships and Emergency College Fund$42,250
Breakthrough Central Texas
3100 E 5th St Ste 375AustinTX78702NonePCSupport and expand High Sch/College collaboration and communication programs$25,500
Kids R First
PO Box 3242RestonVA20195NonePCPurchase school kits for 450 students at high-need schools$3,000
Austin Classical Guitar Soc
3908 Avenue B Ste 116AustinTX78751NonePCPromote classical guitar performances and education$25,000
mindPOP
7112 Burnet Rd Bldg BAustinTX78757NonePCSupport the organization's creative learning systems$2,500
Open Door Preschool
PO Box 302527AustinTX78703NonePCCapacity building for educational programs$20,500
Creative Action
1023 Springdale Rd Bldg 3AustinTX78721NonePCCultural enrichment and education through the Arts$43,000
United Way for Greater Austin
5930 Middle Fiskville Rd 5th FlAustinTX78752NonePCProvide funding for program documentary screening$1,600
Collegiate Directions
4827 Rugby Ave Ste 001BethesdaMD20814NonePCCollege support services for under-served students$12,500
Magnolia Montessori For All
5100 Pecan Brook DrAustinTX78724NonePCSupport middle school program expansion$25,000
Foundation for Advancement of Music
PO Box 2228BowieMD20718NonePCPurchase instruments and provide music lessons for children$3,000
Wayside Schools
6405 S IH35AustinTX78744NonePCSupport to enhance transportation needs$25,000
Imagine Art
1127 Tillery StAustinTX78702NonePCArt enrichment and exposure for artists with disabilities$500
Austin Public Library Foundation
PO Box 13201AustinTX78711NonePCSupport Austin Youth Poet Laureate Program$4,000
Stepping Stones Shelter
PO Box 712RockvilleMD20852NonePCProvide education supplies and services to homeless families$2,500
School for Ethics and Global Leader
1528 18th St NWWashingtonDC20036NonePCSupport the hiring of the COO position$20,000
Leadership Austin
1609 Shoal Creek Blvd Ste 202AustinTX78701NonePCDevelop and inspire leaders/leadership in Central TX$29,500
Wilderness Leadership Learning
1758 Park Road NWWashingtonDC20010NonePCProvide outdoor activities to youth to develop life skills$3,000
Institute for Multipartisan Educati
8 Weatherby RoadHanoverNH03755NonePCSupport Multipartisan Leaders Training Initiative$25,000
Austin Achieve Public Schools
5908 Manor RoadAustinTX78723NonePCSupport after-school programs and clubs$40,500
E3 Alliance
5930 Middle Fiskville Rd Ste 505AustinTX78752NonePCDevelop a campus-based and digital-based Literacy Rubric for school districts$500
Shield Ranch Foundation
3103 Bee Cave Road Ste 203AustinTX78746NonePCProvide inspiring nature-immersion experience$34,500
Generation Citizen
115 Broadway 5th FlNew YorkNY10006NonePCSupport for civics education and programs$3,000
College Possible
1801 E 51st Street Ste 365-265AustinTX78723NonePCPromote college access and opportunities for low-income students$500
Apple Tree Institute
1801 Mississippi Ave SEWashingtonDC20020NonePCSupport social-emotional pilot program for pre-K students$2,500
McCallum High School PTSA
5600 Sunshine DrAustinTX78731NonePCSupport McCallum High School Choir program$1,000
Si Se PuedeTodos Juntos
409 W Ben White BlvdAustinTX78704NonePCSupport academic and social well-being of immigrant and refugee families$25,000
Austin Education Fund
4000 South IH-35AustinTX78704NonePCSupport STEM-related projects for public school system$7,500
Art Works Now
4800 Rhode Island Ave Ste 1HyattsvilleMD20781NonePCSupport the purchase of supplies for students & scholarships for teens$3,000
St Edwards University
3001 S Congress AveAustinTX78704NonePCSupport educational programs and provide student scholarships$20,500
E4 Youth
628 Pheasant Hill LnGeorgetownTX78628NonePCImprove program evaluation and donor engagement$2,000
Literacy First
9011 Mountain Ridge Dr Ste 150AustinTX78759NonePCSupport K-2 Literacy Intervention Program and expansion$29,375
DC Youth Orchestra Program
PO Box 56417WashingtonDC20040NonePCFurther music education for under-served children$3,750
Washington Urban Debate League
PO Box 6319WashingtonDC20015NonePCProvide support and travel for students to attend debate competitions$3,000
Generation HOPE
1401 Okie St NWWashingtonDC20002NonePCSupport a virtual transition of the Scholar Program$2,500
Andy Roddick Foundation
8509 FM 969 Bldg 509AustinTX78724NonePCDevelop online learning and training resources for after-school programs$25,500
College Tracks
8737 Colesville Rd Ste 1010Silver SpringMD20910NonePCHiring new Program Coodinator for Access Team$2,500
PeletonU
701 Tillery St 12AustinTX78702NonePCFund rebranding efforts in support of adult college student programs$25,000
Ruby's Rainbow
PO Box 153095AustinTX78715NonePCProvide college scholarships for Down Syndrome students$3,000
Teach for America
701 Tillery St 12AustinTX78702NonePCFurther develop the network of leaders to enhance educational opportunities and outcomes$15,000
Texas Book Festival
1023 Springdale Rd Bldg 14 Unit BAustinTX78721NonePCFund new books and the Read Rocks Star Program literacy initiative$3,000
Texas Charter Schools Association
3005 S Lamar Blvd D447AustinTX78704NonePCSupport and advocacy for policies that grant students access to improving public school options$10,000
Thinkery
1830 Simond AveAustinTX78723NonePCSupport the new STEAM Institute in Del Valle$28,875
Texas Empowerment Academy
5800 E Parmer LaneAustinTX78653NonePCFund fine arts program equipment and library at public charter school$25,000
Heterodox Academy
82 Nassau St 646New YorkNY10038NonePCAdvocating for principles of open inquiry & constructive disagreement in higher education institutions$3,600
Americorps Central Texas
315 Guadalupe St Ste 300AustinTX78751NonePCStrengthen member development and support services$25,500
Aspire Afterschool Learning
909 S Dinwiddle StreetArlingtonVA22204NonePCSupport afterschool and summer academic enrichment programs$3,000
Center for Inspired Teaching
5614 Connecticut Ave NW Ste 258WashingtonDC20015NonePCSupport teacher training programs and curriculum development$20,000
Greater Good Science Center
1995 University Ave Ste 400BerkeleyCA94704NonePCSupport educators with content and practices to improve classroom inclusion$3,000
Braver Angels
PO Box 302188AustinTX78703NonePCProvide staffing and resources for conflict resolution tools in schools$27,500
Foundation for Individual Rights Ex
510 Walnut Street Ste 1250PhiladelphiaPA19106NonePCSupport efforts to defend and sustain rights to free speech and thought$3,600
Future Link
1 Church St Ste 601RockvilleMD20850NonePCSupport for disadvantaged youth in Montgomery Cty to include career coaching$20,000
Annette Straus Inst at UT Austin
2504 A Whitis Ave R2000AustinTX78712NonePCSupport internship stipends in Civics' programs$500
Austin Creative Alliance
1110 Guadalupe StAustinTX78701NonePCProvide scholarships to students for band camps$6,000
Austin Soundwaves
PO Box 28251AustinTX78755NonePCExpand music education programs and staffing to support under-served youth$25,500
Austin Together
1901 Romeria DrAustinTX78757NonePCProvide funds to strengthen collaboration of nonprofits$33,000
BridgeUSA
430 Cortland AveSan FranciscoCA94110NonePCExpand college outreach to support viewpoint diversity and discourse$25,000
Civitas Institute at UT Austin
PO Box 7458AustinTX78713NonePCSupport Society of Fellows program for undergrad students$100,000
Interfaith America
141 W Jackson Blvd Ste 3200ChicagoIL60604NonePCSupport collaborations to benefit from America's religious diversity$25,000
New America
740 15th St NW Ste 900WashingtonDC20005NonePCFunding events that celebrate the anniversary of the Declaration of Independence$3,000
New Pluralists Collaborative
90 Church St Fl 1 7082New YorkNY10008NonePCFund New Pluralists Collaborative as an affiliate funder$250,000
One America Movement
4450 Mitchelville Rd 1021BowieMD20716NonePCBring faith leaders together to build a united society without conflict$35,000
Constructive Dialogue Institute
244 Madison Ave 1098New YorkNY10016NonePCExpand campus partnerships and training to facilitate constructive dialogs$28,000
Spur Local
80 M St SE Ste 100WashingtonDC20003NonePCSupport expansion of services to area nonprofits$30,000
Resetting the Table
82 Nassau St 62537New YorkNY10038NonePCTransform political divide to lead to a shared future$28,000
University of Austin - UATX
912 South Cap of Tx Hwy Ste 180AustinTX78746NonePCSupport Mill Institute and High School Teacher Institute program development$100,000
Atidna International
926 Great Tree DrSan AntonioTX78620NonePCSupport speaker program for University of Texas peace vigil$7,800
Young Artists of America
5301 Tuckerman Lane NorthBethesdaMD20852NonePCOffer orchestral and musical theater training for all ages$3,750
Trust LabsThe Dinner Party
PO Box 614SwampscottMA01907NonePCEngage colleges in an experimental leadership development cohort$25,000
TreeFolks
PO Box 1395Del ValleTX78617NonePCSupport re-foresting project at area middle school$10,000
The Aspen Institute
2300 N Street NW Ste 700WashingtonDC20037NonePCSupport civic training for community leaders$3,000
Sustained Dialogue Institute
444 North Capitol St NW Ste 434WashingtonDC20001NonePCSupport for staffing needs$4,900
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,500,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$916ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$591,257ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$659,598ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescK-1 Riverside Inc Fund I LPDesc
Exclusion16ExclusionCd
Exclusion-$104ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,251,667ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,251,667TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCorporate and Govt Bond Fds (Schwab)BondNm
EOY Book Value$4,251,505EOYBookValueAmt
EOYFMV$4,256,664EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Equities - Domestic (Schwab/JPMorgan)$1,903,785$2,621,373
Equities - Global (Schwab)$546,584$1,889,904
Equities - International Dev (Schwab)$1,312,782$1,936,570
Equities -International Emg Mkt (Schwab)
Equities-Small Cap$970,393$1,393,586

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Private Debt (Golub 10/12/14)AT COST$1,658,768$1,658,768
Private Debt (MSD)AT COST$474,453$474,453
Blue Owl GP Stakes IV Offsh Invest LPAT COST$472,945$539,284
Riverside Income Fund I LPAT COST$220,199$301,279

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemFurniture and FixturesCategoryOrItemTxt
Cost Or Other Basis$18,945CostOrOtherBasisAmt
Accumulated Depreciation$18,945AccumulatedDepreciationAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescFederal excise tax refundDesc
BOY Book Value$6,183BOYBookValueAmt
EOY Book Value$2,078EOYBookValueAmt
EOYFMV$2,078EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescAdjustment for unrealized book income on investmentsDesc
Amt$110,553Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Computer and database expenses$4,974$4,974
Insurance expense (operations)$5,368$5,368
Office supplies$977$977
Other deductions from pass-through$236$236
Postage and printing fees$523$523
Professional membership expense$9,623$9,623
Telephone & telecom expense$1,922$1,922

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescK-1 Riverside Inc Fund I LPDesc
Revenue And Expenses Per Books-$104RevenueAndExpensesPerBooksAmt
Net Investment Income-$104NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment advisory feesCategoryTxt
Amt$31,076Amt
Net Investment Income$31,076NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal excise taxCategoryTxt
Amt$16,105Amt

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