EBERT CHARITABLE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EBERT CHARITABLE FOUNDATION INC (EIN 45-5458795)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201501339349102430
- Schema version
- 2014v5.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T14:14:18-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261566770 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARCIA HOW & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2180 IMMOKALEE RD STE 309 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341101407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | C/O 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 |
| Phone | 4105922381 | PhoneNum |
| Signature | 2015-05-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparation | 2015-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,429,207 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $94,806 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,942 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,598 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $338,115 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,598 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $173,408 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $172,544 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,400 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $868 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $868 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $43,088 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,088 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $48,356 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,356 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $230,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $230,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $278,356 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,356 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $230,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$104,948 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,188 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $190,888 | CashBOYAmt |
| Cash EOY | $107,174 | CashEOYAmt |
| Cash EOYFMV | $107,174 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,410,111 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,440,165 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,322,033 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,600,999 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,547,339 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,429,207 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,800,097 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,851,384 | CapitalStockEOYAmt |
| Retained Earning BOY | $800,902 | RetainedEarningBOYAmt |
| Retained Earning EOY | $695,955 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,600,999 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,547,339 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,600,999 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,547,339 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,600,999 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$104,948 | ExcessRevenueOverExpensesAmt |
| Other Increases | $51,288 | OtherIncreasesAmt |
| Subtotal | $3,547,339 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,547,339 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 04006 | D | 2013-01-01 | 2014-06-30 | $1,687 | $1,955 | -$268 | -$268 |
| MERRILL LYNCH 04006 | D | 2013-01-01 | 2014-06-30 | $158,838 | $151,184 | $7,654 | $7,654 |
| BROWN BROTHERS HARRIMAN 24322 | D | 2013-01-01 | 2014-06-30 | $165,576 | $106,378 | $59,198 | $59,198 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,598 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets Yr1 | $4,634,669 | NetVlNoncharitableAssetsYr1Amt |
| Net Vl Noncharitable Assets | $5,209,972 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,242 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,242 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $230,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,242 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,242 | SubtotalAmt |
| Tax Based On Investment Income | $1,242 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,397 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,397 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $1,150 | OverpaymentAmt |
| Applied To ES Tax | $1,150 | 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 |
| 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 |
| Individual With Books | CATHERINE EBERT | IndividualWithBooksNm |
| 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 |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| CATHERINE G EBERT | ||||||||
| 89101 OLD HIGHWAY | TAVERNIER | FL | 33070 | PRESIDENT & | 5.00 | $0 | $0 | $0 |
| MICHAEL L EBERT | ||||||||
| 89101 OLD HIGHWAY | TAVERNIER | FL | 33070 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MICHAEL HARKLESS | ||||||||
| 89101 OLD HIGHWAY | TAVERNIER | FL | 33070 | DIRECTOR | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,248,715 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,597 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,289,312 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,289,312 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,340 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,209,972 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $260,499 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $260,499 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,242 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,242 | TotalTaxAmt |
| Distributable Before Adj | $259,257 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $259,257 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $259,257 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $230,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $230,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,242 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $228,758 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $259,257 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $229,490 | UndistributedIncomePYAmt |
| Qualifying Distributions | $230,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $229,490 | AppliedToYear1Amt |
| Applied To Current Year | $510 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $258,747 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| WINTERTHUR MUSEUM | |||||||
| 5105 KENNETT PIKE | WINTERTHUR | DE | 19735 | 501 (C)(3) | EDUCATIONAL | $30,000 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 750 E PRATT ST 17TH FL | BALTIMORE | MD | 21202 | 501 (C)(3) | MEDICAL RESEARCH | $7,500 | |
| SAN PEDRO CATHOLIC CHURCH | |||||||
| 90 OVERSEAS HWY | TAVERNIER | FL | 33070 | 501 (C)(3) | RELIGIOUS | $2,500 | |
| BALTIMORE COUNTY HISTORICAL TRUST | |||||||
| PO BOX 10067 | TOWSON | MD | 21201 | 501(C)(3) | ENVIRONMENTAL | $15,000 | |
| ERIC CARLE MUSEUM OF PICTURE BOOK | |||||||
| 125 WEST BAY RD | AMHERST | MA | 01002 | 501(C)(3) | EDUCATIONAL | $75,000 | ART |
| KENYON COLLEGE | |||||||
| 224 N ACLAND ST | GAMBIER | OH | 43022 | 501(C)(3) | EDUCATIONAL | $5,000 | |
| AMERICAN LIVER FOUNDATION | |||||||
| 39 BROADWAY SUITE 2700 | NEW YORK | NY | 10006 | 501(C)(3) | MEDICAL RESEARCH | $5,000 | |
| OAKCREST SCHOLARSHIP FUND | |||||||
| 8800 WALTHER BLVD | PARKVILLE | MD | 21234 | 501(C)(3) | EDUCATIONAL | $1,000 | |
| BROWN MEMORIAL WEEK DAY SCHOOL | |||||||
| 6200 N CHARLES ST | BALTIMORE | MD | 21212 | 501(C)(3) | EDUCATIONAL | $15,000 | |
| MARINER'S HOSPITAL | |||||||
| 91500 OVERSEAS HWY | TAVERNIER | FL | 33070 | 501(C)(3) | MEDICAL | $10,000 | |
| FRIENDS OF THE FACKAHATCHE | |||||||
| PO BOX 35 | EVERGLADES | FL | 34139 | 501(C)(3) | ENVIRONMENTAL | $5,000 | |
| LIVING CLASSROOMS FOUNDATION | |||||||
| 802 S CAROLINE ST | BALTIMORE | MD | 21231 | 501(C)(3) | EDUCATIONAL | $3,000 | |
| NORTHWEST MISSOURI GENEALOGY | |||||||
| PO BOX 382 | ST JOSEPH | MO | 64502 | 501(C)(3) | EDUCATIONAL | $1,000 | SOCIETY LIBRARY |
| OLD STURBRIDGE VILLAGE | |||||||
| 1 OLD STURBRIDGE VILLAGE | STURBRIDGE | MA | 01566 | 501(C)(3) | ENVIRONMENTAL | $5,000 | |
| WOOSTER COLLEGE | |||||||
| 1189 BEALL AVE | WOOSTER | OH | 44691 | 501(C)(3) | EDUCATIONAL | $5,000 | |
| UNITY CHURCH | |||||||
| 1901 NW BLUE PARKWAY | UNITY VILLAGE | MO | 64065 | 501(C)(3) | RELIGIOUS | $5,000 | |
| ORANGEWOOD CHURCH PCA | |||||||
| 1300 W MAITLAND BLVD | MAITLAND | FL | 32751 | 501(C)(3) | RELIGIOUS | $10,000 | |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 455 MARKET ST SUITE 1190 | SAN FRANCISCO | CA | 94105 | 501(C)(3) | MEDICAL RESEARCH | $5,000 | |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 520 PIKE ST SUITE 1075 | SEATTLE | WA | 98101 | 501(C)(3) | MEDICAL RESEARCH | $5,000 | |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | 501(C)(3) | EDUCATIONAL | $5,000 | |
| BLUE ANGELS FOUNDATION | |||||||
| 101 W GARDEN ST | PENSACOLA | FL | 32502 | 501(C)(3) | EDUCATIONAL | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $230,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,806 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,598 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $173,408 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $173,408 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,400 | Amt |
| Net Investment Income | $4,400 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BROWN BROTHERS 4322 | $1,939,960 | $2,653,702 |
| MERRILL LYNCH 4006 | $1,500,205 | $2,668,331 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT MANAGEMENT FEES | $43,088 | $43,088 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSET TRANSFER FROM H. B. EBERT FOUNDATION | Desc |
| Amt | $51,288 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $868 | Amt |
| Net Investment Income | $868 | NetInvestmentIncomeAmt |