EBERT CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EBERT CHARITABLE FOUNDATION INC (EIN 45-5458795)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-10
- IRS object ID
- 202201309349103910
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T14:31:06-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263632102 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jack Trent & Co CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6213 N Cloverdale Rd | AddressLine1Txt |
| City | Boise | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455458795 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EBERT CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | CO CATHERINE EBERT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EBER | BusinessNameControlTxt |
| Phone | 4105922381 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89101 OLD HIGHWAY | AddressLine1Txt |
| City | TAVERNIER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE EBERT | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CATHERINE | PersonFirstNm |
| Person Last | EBERT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACK TRENT CPA | PreparerPersonNm |
| PTIN | P00916649 | PTIN |
| Phone | 2089472400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $6,568,932 | 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 | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $24 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $99,733 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,733 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $99,733 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $439,820 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,032,754 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $439,820 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $539,577 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $539,577 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $99,757 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,465 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,465 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $15,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,000 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,535 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,535 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $23,057 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,057 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $46,057 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,057 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $272,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $272,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $318,057 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,057 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $272,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $221,520 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $498,520 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $99,757 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $266,997 | CashBOYAmt |
| Cash EOY | $587,564 | CashEOYAmt |
| Cash EOYFMV | $587,563 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,968,297 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,867,945 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,981,369 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,235,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,455,509 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,568,932 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,866,070 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,864,766 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,369,224 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,590,743 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,235,294 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,455,509 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,235,294 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,455,509 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,235,294 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $221,520 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,456,814 | SubtotalAmt |
| Other Decreases | $1,305 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,455,509 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BBH ST COVERED | P | 2021-01-01 | 2021-12-31 | $6,067 | $6,528 | -$461 | -$461 |
| BBH LT COVERED | P | 2020-01-01 | 2021-12-31 | $340,097 | $177,217 | $162,880 | $162,880 |
| ML #4006 LT COVERED | P | 2020-01-01 | 2021-12-31 | $74,790 | $18,452 | $56,338 | $56,338 |
| ML #4006 LT NONCOVERED | P | 2020-01-01 | 2021-12-31 | $169,708 | $37,113 | $132,595 | $132,595 |
| ML #2245 ST COVERED | P | 2021-01-01 | 2021-12-31 | $49,886 | $52,374 | -$2,488 | -$2,488 |
| ML #2245 LT COVERED | P | 2020-01-01 | 2021-12-31 | $318,673 | $301,250 | $17,423 | $17,423 |
| Capital Gain Dividends | $73,533 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $439,820 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,949 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,929 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,929 | SubtotalAmt |
| Tax Based On Investment Income | $6,929 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,897 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,897 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,032 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHERINE EBERT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4105922381 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89101 OLD HIGHWAY | AddressLine1Txt |
| City | TAVERNIER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33070 | ZIPCd |
| 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 | false | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CATHERINE EBERT | ||||||
| 89101 OLD HIGHWAY | TAVERNIER | FL | 33030 | President | 5.00 | $0 |
| MICHAEL EBERT | ||||||
| 1240 WELLINGTON TERRACE | MAITLAND | FL | 32751 | Secretary | 1.00 | $0 |
| MICHAEL HARKLESS | ||||||
| 3 HEWETSON CT | LUTHERVILLETIMONIUM | MD | 21093 | Director | 1.00 | $0 |
| KELLY LYLES | ||||||
| 21 MONTVIEU COURT | COKEYSVILLE | MD | 21030 | Director | 1.00 | $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 | $5,934,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $428,867 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,363,798 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,363,798 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,457 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,268,341 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $313,417 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $313,417 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,929 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,929 | TotalTaxAmt |
| Distributable Before Adj | $306,488 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $306,488 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $306,488 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $272,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $272,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $306,488 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $271,529 | UndistributedIncomePYAmt |
| Qualifying Distributions | $272,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $271,529 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $471 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $306,017 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UM ST JOSEPH MEDICAL CENTER FOUNDAT | |||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | NO DIRECT RELATIONSHIP | PC | MEDICAL | $23,000 |
| WINTERTHUR MUSEUM | |||||||
| 5105 KENNETT PIKE | WINTERTHUR | DE | 19735 | NO DIRECT RELATIONSHIP | PC | EDUCATIONAL | $20,000 |
| DUKE MEDICINE DEVELOPMENT OFFICE | |||||||
| 710 W MAIN ST STE 200 | DURHAM | NC | 27701 | NO DIRECT RELATIONSHIP | PC | EDUCATIONAL | $12,500 |
| GREATER BALTIMORE MEDICAL CENTER | |||||||
| 6701 NORTH CHARLES ST | BALTIMORE | MD | 21204 | NO DIRECT RELATIONSHIP | PC | MEDICAL | $15,000 |
| CONSERVATIVE PARTNERSHIP INSTITUTE | |||||||
| 611 PENNSYLVANIA AVE SE 407 | WASHINGTON | DC | 20003 | NO DIRECT RELATIONSHIP | PC | CIVIL | $50,000 |
| NANTUCKET HISTORICAL ASSOCIATION | |||||||
| 15 BROAD STREET | NANTUCKET | MA | 02554 | NO DIRECT RELATIONSHIP | PC | EDUCATIONAL | $10,000 |
| FAITH COMMUNITY CHURCH | |||||||
| 1120 DREXEL HILLS BLVD | NEW CUMBERLAND | PA | 17070 | NO DIRECT RELATIONSHIP | PC | RELIGIOUS | $5,000 |
| ERIC CARLE MUSEUM OF PICTURE BOOK A | |||||||
| 125 WEST BAY RD | AMHERST | MA | 01002 | NO DIRECT RELATIONSHIP | PC | EDUCATIONAL | $30,000 |
| ANABAPTIST FOUNDATION | |||||||
| 55 WHISPER CREEK DR | LEWISBURG | PA | 17837 | NO DIRECT RELATIONSHIP | PC | CIVIL | $25,000 |
| MCDONOGH SCHOOL | |||||||
| 8600 MCDONOGH ROAD | OWINGS MILLS | MD | 21117 | NO DIRECT RELATIONSHIP | PC | EDUCATIONAL | $5,000 |
| KENYON COLLEGE | |||||||
| 224 N ACLAND ST | GAMBIER | OH | 43022 | NO DIRECT RELATIONSHIP | PC | EDUCATIONAL | $5,000 |
| LIVING CLASSROOMS FOUNDATION | |||||||
| 802 S CAROLINE ST | BALTIMORE | MD | 21231 | NO DIRECT RELATIONSHIP | PC | EDUCATIONAL | $5,000 |
| COLLEGE OF WOOSTER | |||||||
| 1189 BEALL AVE | WOOSTER | OH | 44691 | NO DIRECT RELATIONSHIP | PC | EDUCATIONAL | $6,000 |
| ORANGEWOOD CHURCH | |||||||
| 1300 W MAITLAND BLVD | MAITLAND | FL | 32751 | NO DIRECT RELATIONSHIP | PC | RELIGIOUS | $20,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 520 PIKE ST STE 1075 | SEATTLE | WA | 98101 | NO DIRECT RELATIONSHIP | PC | MEDICAL RESEARCH | $3,000 |
| PSC PARTNERS SEEKING A CURE | |||||||
| 6900 E BELLEVIEW AVE STE 202 | GREENWOOD | CO | 80111 | NO DIRECT RELATIONSHIP | PC | MEDICAL | $5,000 |
| GREATER BALTIMORE TENNIS PATRONS AS | |||||||
| PO BOX 190 | OWNINGS MILLS | MD | 21117 | NO DIRECT RELATIONSHIP | PC | CIVIL | $12,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NO DIRECT RELATIONSHIP | PC | EDUCATIONAL | $10,000 |
| THE ODYSSEY SCHOOL | |||||||
| 3257 BRIDLE RIDGE LANE | TIMONIUM | MD | 21093 | NO DIRECT RELATIONSHIP | PC | EDUCATIONAL | $10,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $272,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,733 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $439,820 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $99,757 | ExclusionAmt |
| Related Or Exempt Function Incm | $439,820 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $539,577 | 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 PREP FEE | CategoryTxt |
| Amt | $1,465 | Amt |
| Net Investment Income | $1,465 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN VALUE OF ACCRUED INCOME | Desc |
| Amt | $1,305 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ANNUAL FEE | $61 | $61 |
| INVESTMENT FEE BBH | $14,465 | $14,465 |
| INVESTMENT FEE ML #2245 | $150 | $150 |
| INVESTMENT FEE ML #4006 | $8,381 | $8,381 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $15,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FED TAX PAYMENTS | $5,000 | |
| FOREIGN TAXES BBH | $1,189 | $1,189 |
| FOREIGN TAXES ML #4006 | $346 | $346 |