CINDY AND TONY WEBER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CINDY AND TONY WEBER FOUNDATION (EIN 47-1904806)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-26
- IRS object ID
- 202341469349100409
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-26T11:32:25-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 900525804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVILLE CPAS AND ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH PEARL STREET SUITE 1900 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471904806 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CINDY AND TONY WEBER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CIND | BusinessNameControlTxt |
| Phone | 9722159379 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3505 TURTLE CREEK BLVD 17A 17A | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDRA WEBER MCGOWEN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9722159379 | PhoneNum |
| Signature | 2023-05-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALEXANDRA | PersonFirstNm |
| Person Last | WEBER MCGOWEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL PARKER CPA | PreparerPersonNm |
| PTIN | P01239039 | PTIN |
| Phone | 2149229727 | PhoneNum |
| Preparation | 2023-05-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,000,867 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200,420 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $195 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $195 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $84,244 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,244 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,618 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $658,949 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,618 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $295,477 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,057 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,950 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,035 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $290 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,256 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,478 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,097 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,209 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,413 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,337 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,415 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,265 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,265 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $165,678 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,337 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $131,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $129,799 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,720 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $208,299 | CashBOYAmt |
| Cash EOY | $331,119 | CashEOYAmt |
| Cash EOYFMV | $331,119 | CashEOYFMVAmt |
| Acct Rcvbl | $378 | AcctRcvblAmt |
| Acct Rcvbl BOY | $378 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $378 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $378 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $3,001,520 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,008,671 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,668,174 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,587 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,391 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,368 | LandBOYAmt |
| Land EOY | $1,196 | LandEOYAmt |
| Land EOYFMV | $1,196 | LandEOYFMVAmt |
| Total Assets BOY | $3,211,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,341,364 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,000,867 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,211,565 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,341,364 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,211,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,341,364 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,211,565 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,341,364 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,211,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $129,799 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,341,364 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,341,364 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FRONTIER MFG GLOBAL PLUS SERVICE: FMPSX | P | $4,120 | $4,425 | -$305 | -$305 |
| FRONTIER MFG GLOBAL PLUS SERVICE: FMPSX | P | $100,864 | $89,916 | $10,948 | $10,948 |
| RIVER CANYON TOTAL RETURN BOND INSTL: RCTIX | P | $9,294 | $9,645 | -$311 | -$311 |
| VANGUARD EQUITY-INCOME ADM: VERIRX | P | $519 | $520 | -$1 | -$1 |
| RIVER CANYON TOTAL RETURN BOND INSTL: RCTIX | P | $110,706 | $114,357 | -$3,651 | -$3,651 |
| SPDR GOLD MINISHARES ETV: GLDM | $68,569 | $66,296 | $2,273 | $2,273 | |
| VANGUARD EQUITY-INCOME ADM: VERIRX | P | $19,481 | $13,927 | $5,554 | $5,554 |
| STONE RIDGE TR V LENDX | P | $18,269 | $18,510 | -$241 | -$241 |
| RIVER CANYON TOTAL RETURN BOND INSTL: RCTIX | P | $1,730 | $1,776 | -$28 | -$28 |
| STONE RIDGE TR V LENDX | P | $66,612 | $72,341 | -$5,729 | -$5,729 |
| RIVER CANYON TOTAL RETURN BOND INSTL: RCTIX | P | $38,270 | $40,559 | -$2,289 | -$2,289 |
| RIVER CANYON TOTAL RETURN BOND INSTL: RCTIX | P | $40,000 | $42,601 | -$2,601 | -$2,601 |
| RIVER CANYON TOTAL RETURN BOND INSTL: RCTIX | P | $291 | $310 | -$19 | -$19 |
| RIVER CANYON TOTAL RETURN BOND INSTL: RCTIX | P | $19,709 | $21,267 | -$1,558 | -$1,558 |
| RIVER CANYON TOTAL RETURN BOND INSTL: RCTIX | P | $34,049 | $36,806 | -$2,757 | -$2,757 |
| SPDR GOLD MINISHARES ETV: GLDM | $22,971 | $23,335 | -$364 | -$364 | |
| STONE RIDGE TR V LENDX | P | $28,931 | $31,825 | -$2,894 | -$2,894 |
| SPDR GOLD MINISHARES ETV: GLDM | $60,008 | $59,973 | $35 | $35 | |
| CAPITAL GAINS DIVIDENDS | P | $14,556 | $14,556 | $14,556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,618 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $886 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $886 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $886 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $41 | EsPenaltyAmt |
| Tax Due | $927 | TaxDueAmt |
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 | TX | 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 | CINDY AND TONY WEBER | IndividualWithBooksNm |
| Phone | 9722159379 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3505 TURTLE CREEK BLVD 17A | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| ALEXANDRA WEBER MCGOWEN | ||||||||
| 3505 TURTLE CREEK BLVD 17A | DALLAS | TX | 75219 | SECRETARY | 1.00 | $24,000 | $0 | $0 |
| TONY WEBER | ||||||||
| 3505 TURTLE CREEK BLVD 17A | DALLAS | TX | 75219 | TREASURER | 0.50 | $0 | $0 | $0 |
| CINDY WEBER | ||||||||
| 3505 TURTLE CREEK BLVD 17A | DALLAS | TX | 75219 | PRESIDENT | 0.50 | $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 | $2,828,015 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $163,817 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,991,832 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,991,832 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,877 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,946,955 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $147,348 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $147,348 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $886 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $886 | TotalTaxAmt |
| Distributable Before Adj | $146,462 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $146,462 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $146,462 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $131,680 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $131,680 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,462 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $165,097 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $261,729 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $123,082 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,659 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $512 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $576,079 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $131,680 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $131,680 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $14,782 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,782 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $561,297 | 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 | $150,315 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $410,982 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $261,729 | ExcessFromYear4Amt |
| Excess From Year3 | $123,082 | ExcessFromYear3Amt |
| Excess From Year2 | $25,659 | ExcessFromYear2Amt |
| Excess From Year1 | $512 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CINDY AND TONY WEBER FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RGT WEALTH MANAGEMENT | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143607000 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATION DUE BY JUNE 30TH. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADULT & TEEN CHALLENGE | |||||||
| PO BOX 181794 | DALLAS | TX | 75218 | UNRELATED | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| BREAKAWAY MINISTRIES | |||||||
| PO BOX 9727 | COLLEGE STATION | TX | 77842 | UNRELATED | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| COPA (CIRRUS OWNERS & PILOTS ASSOC) | |||||||
| 500 WESTOVER DR 13209 | SANFORD | NC | 27330 | UNRELATED | PUBLIC CHARITY | UNRESTRICTED | $500 |
| COUNCIL FOR LIFE | |||||||
| 4516 LOVERS LANE SUITE 103 | DALLAS | TX | 75225 | UNRELATED | PUBLIC CHARITY | UNRESTRICTED | $12,000 |
| CRYSTAL CHARITY BALL | |||||||
| 3838 OAK LAWN AVE SUITE L150 | DALLAS | TX | 75219 | UNRELATED | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| EQUEST WOMENS AUXILIARY | |||||||
| 811 PEMBERTON HILL ROAD 4 | DALLAS | TX | 75217 | UNREALTED | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| FIRST BAPTIST CHURCH | |||||||
| 1707 SAN JACINTO | DALLAS | TX | 75201 | UNRELATED | PUBLIC CHARITY | UNRESTRICTED | $25,000 |
| FRONTIERS OF FLIGHT | |||||||
| 6900 LEMMON AVE | DALLAS | TX | 75209 | UNRELATED | PUBLIC CHARITY | UNRESTRICTED | $600 |
| INVOLVED FOR LIFE INC | |||||||
| 525 N ERVAY ST | DALLAS | TX | 75201 | UNRELATED | PUBLIC CHARITY | UNRESTRICTED | $250 |
| JUST SAY YES | |||||||
| PO BOX 670863 | DALLAS | TX | 75367 | UNRELATED | PUBLIC CHARITY | UNRESTRICTED | $1,240 |
| POINT OF VIEW | |||||||
| PO BOX 30 | DALLAS | TX | 75221 | UNRELATED | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| RUBY HABITAT FOUNDATION | |||||||
| PO BOX 638 117 N MAIN ST STE B | SHERIDAN | MT | 59749 | UNRELATED | PUBLIC CHARITY | UNRESTRICTED | $500 |
| STATE FAIR OF TEXAS | |||||||
| PO BOX 150009 | DALLAS | TX | 75315 | UNRELATED | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| TEXAS A&M FOUNDATION | |||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | UNRELATED | PUBLIC CHARITY | UNRESTRICTED | $40,000 |
| TURTLE CREEK ASSOCIATION | |||||||
| 3131 TURTLE CREEK 340 | DALLAS | TX | 75219 | UNRELATED | PUBLIC CHARITY | UNRESTRICTED | $175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,265 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $195 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,244 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,618 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $95,057 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,057 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CINDY AND TONY WEBER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3505 TURTLE CREEK BLVD 17A | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,420 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,900 | Amt |
| Net Investment Income | $3,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,950 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | START-UP COSTS | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2014-12-24 | AcquiredCompletedOrExpendedDt |
| Amortized | $2,587 | AmortizedAmt |
| Deduction For Prior Years | $1,219 | DeductionForPriorYearsAmt |
| Amortization Period | 180.000000000000 | AmortizationPeriodRt |
| Current Year Amortization | $172 | CurrentYearAmortizationAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Total Amortization | $1,391 | TotalAmortizationAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,008,671 | BookValueAmt |
| EOYFMV | $2,668,174 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | START-UP COSTS | CategoryOrItemTxt |
| Cost Or Other Basis | $2,587 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,391 | AccumulatedDepreciationAmt |
| Book Value | $1,196 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL FEES | $1,209 | $0 | $1,209 |
| INVESTMENT FEES | $15,097 | $15,097 | $0 |
| AMORTIZATION | $172 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $2,256 | $0 | $2,256 |
| FOREIGN TAXES | $290 | $290 | $0 |
| FEDERAL TAXES | $2,489 | $0 | $0 |