JOSEPH AND FELICIA WEBER FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND FELICIA WEBER FAMILY FOUNDATION INC (EIN 20-0510704)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-12-03
- IRS object ID
- 201943379349100204
- Schema version
- 2018v3.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-03T14:11:35-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581686745 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS LANE & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7000 PEACHTREE DUNWOODY RD-BLDG ONE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200510704 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOSEPH AND FELICIA WEBER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 7708048044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BLDG ONE 7000 PEACHTREE DUNWOODY RD | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH F WEBER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7708048044 | PhoneNum |
| Signature | 2019-12-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | D LYNN WEBB | PreparerPersonNm |
| PTIN | P01364009 | PTIN |
| Phone | 7708048044 | PhoneNum |
| Preparation | 2019-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,663,736 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,186 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,186 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $190,614 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $190,614 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $854 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $854 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $193,654 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $193,654 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,110 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $790 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,295 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,062 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $84,440 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $84,440 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,635 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97,612 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $790 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $580,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $580,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $680,135 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97,612 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $581,290 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$486,481 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,042 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $360,338 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $243,533 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $243,533 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,380,744 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,420,203 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,420,203 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,741,082 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,663,736 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,663,736 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,741,082 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,663,736 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,741,082 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,663,736 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,741,082 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,663,736 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,741,082 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$486,481 | ExcessRevenueOverExpensesAmt |
| Other Increases | $409,135 | OtherIncreasesAmt |
| Subtotal | $7,663,736 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,663,736 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $581,588 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,940,621 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073242 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $509,877 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,633,455 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066795 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $723,765 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,560,205 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.095734 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $772,329 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,653,436 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.089251 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $747,748 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,816,847 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.084809 | DistributionYr5Rt |
| Total Distribution | 0.409831 | TotalDistributionRt |
| Average Distribution | 0.081966 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,422,371 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $608,382 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $960 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $609,342 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $581,290 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,921 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,921 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,921 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,680 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,980 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,059 | OverpaymentAmt |
| Applied To ES Tax | $2,059 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | 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 | D LYNN WEBB | IndividualWithBooksNm |
| Phone | 7708048044 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7000 PEACHTREE DUNWOODY ROAD | AddressLine1Txt |
| Address Line2 | BUILDING 1 | AddressLine2Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH F WEBER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BLDG ONE 7000 PEACHTREE DUNWOODY RD | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE AND CHAIRMAN | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $7,215,872 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $319,530 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,535,402 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,535,402 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,031 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,422,371 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $371,119 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $371,119 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,921 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,921 | TotalTaxAmt |
| Distributable Before Adj | $369,198 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $369,198 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $369,198 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $581,290 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $581,290 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $581,290 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $369,198 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $307,154 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $340,756 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $347,566 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $130,307 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $186,230 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,312,013 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $581,290 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $369,198 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $212,092 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,524,105 | 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 | $307,154 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,216,951 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $340,756 | ExcessFromYear4Amt |
| Excess From Year3 | $347,566 | ExcessFromYear3Amt |
| Excess From Year2 | $130,307 | ExcessFromYear2Amt |
| Excess From Year1 | $186,230 | ExcessFromYear1Amt |
| Excess From Current Year | $212,092 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH F WEBER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL | $75,000 |
| ATLANTA SCHOLARS KOLLEL | |||||||
| 1959 LA VISTA RD | ATLANTA | GA | 30329 | NONE | PUBLIC CHARITY | GENERAL | $50,000 |
| BNAI DAVID JUDEA | |||||||
| 8906 W PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | GENERAL | $1,800 |
| CAMERA(COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN AMERICA) | |||||||
| PO BOX 35040 | BOSTON | MA | 021350001 | NONE | PUBLIC CHARITY | GENERAL | $75,000 |
| CHAMBON FOUNDATION | |||||||
| 8033 SUNSET BOULEVARD | LOS ANGELES | CA | 90046 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| CORNELL LAB OF ORNITHOLOGY | |||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | GENERAL | $40,000 |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | |||||||
| PO BOX 1245 | ALBERT LEA | MN | 56007 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| EARLY CHILDHOOD CTR WILSHIRE BLVD TEMPLE | |||||||
| 3663 WILKSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | GENERAL | $3,500 |
| EMORY UNIVERSITY SCHOOL OF MEDICINE | |||||||
| 101 WOODRUFF CIRCLE | ATLANTA | GA | 30322 | NONE | PUBLIC CHARITY | GENERAL | $75,000 |
| EVERYTOWN FOR GUN SAFETY | |||||||
| 3 PRIMROSE STREET | NEWTOWN | CT | 06470 | NONE | PUBLIC CHARITY | GENERAL | $3,500 |
| FISHER CENTER FOR ALZHEIMERS RESEARCH FDN | |||||||
| 110 EAST 42ND ST 16TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL | $3,250 |
| FUEL FREEDOM FOUNDATION | |||||||
| 18100 VON KARMAN AVENUE | IRVINE | CA | 92612 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| GINDI MAIMONIDES ACADEMY | |||||||
| 8511 BEVERLY PLACE | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | GENERAL | $3,600 |
| HEBREW IMMIGRANT AID SOCIETY | |||||||
| 411 FIFTH AVE SUITE 1006 | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL | $3,500 |
| HOSPICE REGATTA OF MAINE | |||||||
| 14 MCKENZIE AVENUE | ELLSWORTH | ME | 04605 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| JEWISH FEDERATION OF GREATER ATLANTA | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | PUBLIC CHARITY | GENERAL | $75,000 |
| MIDDLEBURY COLLEGE | |||||||
| 700 EXCHANGE STREET | MIDDLEBURY | VT | 05753 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| NEW ISRAEL FUND | |||||||
| 3250 WILSHIRE BLVD SUITE 1630 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | GENERAL | $3,250 |
| PLANNED PARENTHOOD OF INDIANA & KENTUCKY | |||||||
| 200 SOUTH MERIDIAN ST SUITE 400 | INDIANAPOLIS | IN | 46225 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| SHALHEVET HIGHSCHOOL | |||||||
| 910 SOUTH FAIRFAX AVE | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | GENERAL | $3,600 |
| THE FOUNDATION FOR DEFENSE OF DEMOCRACIES | |||||||
| 1726 M STREET NW STE 700 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL | $75,000 |
| THE FRIENDS OF THE IDF | |||||||
| 1430 BROADWAY | NEW YORK | NY | 10138 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| WEINSTEIN HOSPICE | |||||||
| 3150 HOWELL MILL ROAD | ATLANTA | GA | 30327 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | NONE | PUBLIC CHARITY | GENERAL | $2,000 |
| BLAST - BRIDGE TO LIBERAL ARTS SUCCESS AT TUFTS UNIVERSITY | |||||||
| 80 GEORGE STREET | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| CHILDREN'S DEFENSE FUND | |||||||
| 25 E STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| ESPERANZA ELEMENTARY SCHOOL | |||||||
| 680 LITTLE STREET | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| NACOEJ | |||||||
| 255 WEST 36TH STREET AUITE 701 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| NATIONAL KIDNEY FOUNDATION | |||||||
| 30 E 33RD STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| NATURAL RESOURCE DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | GENERAL | $2,000 |
| YES SCHOLARS | |||||||
| PO BOX 3085 | INGLEWOOD | CA | 90304 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| TREVOR PROJECT | |||||||
| 8704 SANTA MONICA BLVD | WEST HOLLYWOOD | CA | 90069 | NONE | PUBLIC CHARITY | GENERAL | $4,000 |
| ACLU FOUNDATION | |||||||
| 1313 W EIGHTH STREET SUITE 200 | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| AJWS - AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $580,500 | 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 | $2,186 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190,614 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $854 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $193,654 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $193,654 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,900 | Amt |
| Net Investment Income | $7,110 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $790 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIRST MANHATTAN CO. | StockNm |
| EOY Book Value | $7,420,203 | EOYBookValueAmt |
| EOYFMV | $7,420,203 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $94 | $94 | $0 |
| INVESTMENT MANAGEMENT FEES | $73,326 | $73,326 | $0 |
| FOREIGN FEES WITHHELD | $103 | $103 | $0 |
| BROOKFIELD K-1- OTHER DEDUCTIONS | $10,917 | $10,917 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BROOKFIELD K-1- OTHER INCOME | $105 | $105 | $105 |
| FORM 8621 ORDINARY INCOME: BROOKFIELD | $749 | $749 | $749 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENT GAINS | Desc |
| Amt | $409,135 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $6,062 | $6,062 | $0 |
| FEDERAL TAX | $1,233 | $0 | $0 |