EUBANK FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- EUBANK FAMILY FOUNDATION (EIN 93-4793067)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-10
- IRS object ID
- 202601619349100115
- Schema version
- 2025v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-10T12:12:07-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561751100 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Goldberg & Davis CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5950 Fairview Road Suite 408 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 934793067 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eubank Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EUBA | BusinessNameControlTxt |
| Phone | 7049054618 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2145 Malvern Road | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eric Eubank | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7049054618 | PhoneNum |
| Signature | 2026-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jonathan M Goldberg | PreparerPersonNm |
| PTIN | P00903108 | PTIN |
| Phone | 7045512223 | PhoneNum |
| Preparation | 2026-06-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,577,627 | 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 | $2,000,605 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $75,887 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,887 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,840 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,055,897 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,840 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $30,160 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $30,160 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,176,492 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $175,887 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $22,357 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,357 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,063 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,063 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $30,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,420 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $160,420 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,420 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,016,072 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $145,467 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $818 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $404,356 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $307,679 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $307,679 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses EOY | $2,939 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,939 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,038,353 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,948,163 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,352,531 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $700,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $900,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $913,660 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,142,709 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,158,781 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,577,627 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,142,709 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,158,781 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,142,709 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,158,781 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,142,709 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,158,781 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,142,709 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,016,072 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,158,781 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,158,781 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly traded Securities | PropertyDesc |
| Gross Sales Price | $1,055,897 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $986,057 | CostOrOtherBasisAmt |
| Gain Or Loss | $69,840 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $69,840 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,840 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,022 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,022 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,022 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,939 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,939 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$8,939 | OriginalReturnOverpaymentAmt |
| Overpayment | $6,917 | OverpaymentAmt |
| Applied To ES Tax | $6,917 | 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 | Yes (true) | 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 | Frederick W Eubank II | IndividualWithBooksNm |
| Phone | 7049054618 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2145 Malvern Road | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282072623 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Martha M Eubank | ||||||||
| 2145 Malvern Road | Charlotte | NC | 282072623 | Chair & Secretary | 2.00 | $0 | $0 | $0 |
| Fredrick W Eubank II | ||||||||
| 2145 Malvern Road | Charlotte | NC | 282072623 | Vice Chair & Treasurer | 2.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,772,319 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $275,783 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,048,102 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,048,102 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,722 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,972,380 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $248,619 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $248,619 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,022 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,022 | TotalTaxAmt |
| Distributable Before Adj | $246,597 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $246,597 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $246,597 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $130,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $246,597 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $127,389 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $127,389 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,611 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $243,986 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eubank FFTC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 N Tryon St | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | General Purpose | GrantOrContributionPurposeTxt |
| Amt | $130,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,887 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,840 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital gains distributions | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $30,160 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $175,887 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $175,887 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | Dividends and capital gain income create opportunities for the |
| 4 | Eubank Family Foundation to make contributions to organizations |
| 4 | in the Charlotte are. |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Frederick W and Martha M Eubank | ||||||
| 1 | 2145 Malvern Road | Charlotte | NC | 282072623 | $1,250,276 | Yes (X) |
| Frederick W and Martha M Eubank | ||||||
| 2 | 2145 Malvern Road | Charlotte | NC | 282072623 | $750,329 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Goldberg & Davis CPAs Accounting | CategoryTxt |
| Amt | $6,000 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 33790.3 BBH Limited Duration Fund CL1 | $350,000 | $355,136 |
| 62196.43 BBH Income Fund-I | $550,000 | $558,524 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (78 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 145 Shs Linde PlC | $61,594 | $61,827 |
| 153 Shs Arthur J Gallagher & Co | $34,414 | $39,595 |
| 236 KLA Corp | $184,474 | $286,759 |
| 10 Shs KLA Corp | $5,590 | $12,150 |
| 30 Shs Costco Wholesale | $26,596 | $25,870 |
| 984 Shs Amazon | $222,167 | $227,127 |
| 287 Shs Zoetis Inc | $55,959 | $36,110 |
| 109 Shs Progressive Corp | $17,196 | $24,821 |
| 266 Shs Wast Management | $49,846 | $58,443 |
| 388 Shs Alcon Inc | $35,411 | $30,578 |
| 14 Shs Booking Holdings | $61,791 | $74,975 |
| 77 Shs Berkshire | $27,448 | $38,704 |
| 55 Shs Berkshire | $27,507 | $27,646 |
| 42 S&P Global Inc | $22,660 | $20,903 |
| 40 S&P Global Inc | $19,820 | $21,949 |
| 130 Shs Adobe Inc | $61,050 | $45,499 |
| 408 Shs Mastercard Inc | $200,450 | $232,919 |
| 7793.528 Shs AKRE Focus Fund | $499,969 | $510,585 |
| 175 Abbott Laboratories | $20,079 | $21,926 |
| 94 Abbott Laboratories | $12,312 | $11,777 |
| 40 Thermo Fisher Scientific | $20,930 | $23,178 |
| 42 Thermo Fisher Scientific | $20,303 | $24,337 |
| 497 Shs Oracle | $95,229 | $96,870 |
| 22 Shs Arista Networks (D) | $8,724 | $2,883 |
| 274 Shs Arista Networks | $14,618 | $35,902 |
| 476 Shs Arista Networks (D) | $63,203 | $62,370 |
| 323 Shs Otis Worldwide Corporation | $30,229 | $28,214 |
| 122 Shs Applied Materials | $39,552 | $59,879 |
| 54 Shs Automatic Data Processing | $14,138 | $13,890 |
| 66 Shs Automatic Data Processing | $20,344 | $17,492 |
| 102 Shs Cadence Design | $29,789 | $31,883 |
| 671 Shs Microsoft Corp | $342,056 | $324,509 |
| 85 Shs Texas Instruments | $15,899 | $14,747 |
| 51 Shs Texas Instruments | $10,078 | $8,848 |
| 459 Shs Nike Inc | $33,769 | $29,243 |
| 1490 Shs Alphabet Inc | $309,077 | $467,562 |
| 246 Shs Advanded Drainage | $37,429 | $35,628 |
| 18143.54 Clarkston Founders | $280,000 | $302,090 |
| 175 Aptargroup Inc | $25,709 | $21,343 |
| 38 Shs Aptargroup Inc | $5,811 | $4,634 |
| 464 Brown & Brown Inc | $42,214 | $36,981 |
| 56 Shs CBRE Group | $7,206 | $9,004 |
| 243 Shs CBRE Group | $24,511 | $39,072 |
| 794 Shs Darling Ingredients Inc | $31,211 | $28,584 |
| 70 Shs Entegris | $7,039 | $5,897 |
| 306 Shs Entegris Inc | $37,431 | $25,781 |
| 2 Shs GFL Environmental Cor | $87 | $86 |
| 934 Shs GFL Environmental Com | $37,283 | $40,115 |
| 886 Shs Logistics Incorporated | $42,695 | $46,639 |
| 658 Shs Guideware Software | $118,655 | $132,265 |
| 257 Shs Heico Corp | $51,911 | $64,875 |
| 89 Shs LPL Financial Holdings | $24,549 | $31,788 |
| 19 Shs LPL Financial Holdings | $6,397 | $6,786 |
| 1296 Shs Mister Car Wash | $9,367 | $7,206 |
| 631 Shs Shift4 Payments | $48,956 | $39,734 |
| 168 Take Two Interactive Software | $26,605 | $43,013 |
| 104 Shs Vulcan Materials | $27,157 | $29,663 |
| 194 Shs Watsco Inc | $79,597 | $65,368 |
| 155 Shs West Pharmaceutical SVCS | $37,994 | $42,647 |
| 1359 Shs Willscot Mobile Mini Holdings | $39,291 | $25,590 |
| 670 Shs Wyndham Hotels & Resorts | $53,950 | $50,625 |
| 80 Shs Zebra Technologies Com | $25,878 | $19,426 |
| 223 Icon PLC Com | $48,630 | $40,635 |
| 416 Shs UL Solutions | $20,593 | $32,806 |
| 253 Shs Tradeweb Markets | $27,694 | $27,208 |
| 453 Shs BJs Warehouse | $43,353 | $40,784 |
| 30 Shs Elly Lilly | $22,873 | $32,240 |
| 253 Shs ITT Inc | $42,731 | $43,898 |
| 91 Shs Novo Nordisk | $6,790 | $4,630 |
| 125 Shs Procter & Gamble | $20,783 | $17,914 |
| 174 Shs Keysight Tech | $25,327 | $35,355 |
| 39 Shs Analog Devices | $7,588 | $10,577 |
| 2770 Shs Apple | $745,275 | $753,052 |
| 106 Shs Coca Cola | $7,520 | $7,410 |
| 51 Shs McDonalds | $15,651 | $15,587 |
| 168 Shs Nvidia | $19,537 | $31,332 |
| 105 Shs Servicenow | $19,003 | $16,085 |
| 325 Shs Walmart | $31,611 | $36,208 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital gain distributions | Desc |
| Revenue And Expenses Per Books | $30,160 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30,160 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BBH Advisory Fees Investment fees | CategoryTxt |
| Amt | $22,357 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Taxes | $2,061 | $2,061 |
| Dividend Charge | $2 | $2 |
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