EBER FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EBER FAMILY FOUNDATION INC (EIN 85-3522252)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-01
- IRS object ID
- 202403069349100510
- Schema version
- 2023v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-01T08:26:40-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 833103029 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MMK CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 606 BALTIMORE AVENUE STE 405 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853522252 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EBER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EBER | BusinessNameControlTxt |
| Phone | 4109358776 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1509 NEAR THICKET LANE | AddressLine1Txt |
| City | LUTHERVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21093 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK EBER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4109358776 | PhoneNum |
| Signature | 2024-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY KEIRN | PreparerPersonNm |
| PTIN | P00342922 | PTIN |
| Phone | 4108812355 | PhoneNum |
| Preparation | 2024-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $568,846 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,860 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,860 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,367 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $158,583 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $209,493 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,860 | 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 |
| Other Prof Fees Rev And Expnss | $4,017 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,017 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,017 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,017 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $227,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $227,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $231,017 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,017 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $227,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,524 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,843 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,428 | CashBOYAmt |
| Cash EOY | $40,844 | CashEOYAmt |
| Cash EOYFMV | $40,844 | CashEOYFMVAmt |
| Other Investments BOY | $561,498 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $521,558 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $528,002 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $583,926 | TotalAssetsBOYAmt |
| Total Assets EOY | $562,402 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $568,846 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $583,926 | RetainedEarningBOYAmt |
| Retained Earning EOY | $562,402 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $583,926 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $562,402 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $583,926 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $562,402 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $583,926 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,524 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $562,402 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $562,402 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $29,984 | $27,778 | $2,206 | $2,206 |
| PUBLICLY TRADED SECURITIES | $128,599 | $137,172 | -$8,573 | -$8,573 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,367 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $165 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $165 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $165 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $335 | OverpaymentAmt |
| Applied To ES Tax | $335 | 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 | MD | 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 | MARK EBER | IndividualWithBooksNm |
| Phone | 4109358776 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1509 NEAR THICKET LANE | AddressLine1Txt |
| City | LUTHERVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21093 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| MARK EBER | ||||||||
| 1509 NEAR THICKET LANE | LUTHERVILLE | MD | 21093 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| JOSEPHINE BETZ EBER | ||||||||
| 1509 NEAR THICKET LANE | LUTHERVILLE | MD | 21093 | VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| JOSEPHINE GRAEME EBER | ||||||||
| 1509 NEAR THICKET LANE | LUTHERVILLE | MD | 21093 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| LEIGHTON BETZ EBER | ||||||||
| 1509 NEAR THICKET LANE | LUTHERVILLE | MD | 21093 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| WINIFRED PATE EBER | ||||||||
| 1509 NEAR THICKET LANE | LUTHERVILLE | MD | 21093 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| HILDRY SHAW EBER | ||||||||
| 1509 NEAR THICKET LANE | LUTHERVILLE | MD | 21093 | TRUSTEE | 4.00 | $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 |
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 | $42,941 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,636 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,577 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,577 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $684 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,893 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,245 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,245 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $165 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $165 | TotalTaxAmt |
| Distributable Before Adj | $2,080 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,080 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,080 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $227,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $227,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,080 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $47,212 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $240,001 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $222,263 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $509,476 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $227,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,080 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $224,920 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $734,396 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $734,396 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $47,212 | ExcessFromYear3Amt |
| Excess From Year2 | $240,001 | ExcessFromYear2Amt |
| Excess From Year1 | $222,263 | ExcessFromYear1Amt |
| Excess From Current Year | $224,920 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK EBER | ContributingManagerNm |
| Contributing Manager | JOSEPHINE BETZ EBER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| A BETTER WORLD | |||||
| PO BOX 667996 | CHARLOTTE | NC | 28266 | GENERAL SUPPORT | $4,000 |
| NATIONAL LEUKEMIA RESEARCH FOUNDATION | |||||
| 191 WAUKEGAN ROAD STE 105 | NORTHFIELD | IL | 60093 | GENERAL SUPPORT | $2,000 |
| THE ST PAUL'S SCHOOL | |||||
| 11152 FALLS ROAD | BROOKLANDVILLE | MD | 21022 | GENERAL SUPPORT - SPSG LEARNING FACILITY | $200,000 |
| TOWSON UNIVERSITY FOUNDATION | |||||
| 8000 YORK RD | TOWSON | MD | 21252 | GENERAL SUPPORT - TU ATHLETICS BASEBALL OPERATING | $5,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||
| 10626 YORK RD STE A | COCKEYSVILLE | MD | 21030 | GENERAL SUPPORT | $10,000 |
| DELMARVA BLOODBANK | |||||
| 100 HYGEIA DR | NEWARK | DE | 19713 | GENERAL SUPPORT | $2,500 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | GENERAL SUPPORT | $2,000 |
| BRANDON TOLSON FOUNDATION | |||||
| 1443 ROCK SPRING RD | BEL AIR | MD | 21014 | GENERAL SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $227,000 | 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 | $15,860 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$6,367 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,493 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,493 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARK EBER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1509 NEAR THICKET LANE | AddressLine1Txt |
| City | LUTHERVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (127 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DOUBLELINE TOTAL RETURN | AT COST | $70,652 | $63,860 |
| FIDELITY ADV INTL CAP | AT COST | $10,190 | $9,989 |
| GQG PARTNERS EMERGING | AT COST | $16,110 | $15,777 |
| ISHARES BROAD USD | AT COST | $5,387 | $5,382 |
| ISHARES EDGE MSCI | AT COST | $8,014 | $9,638 |
| ISHARES EDGE MSCI | AT COST | $9,294 | $10,612 |
| ISHARES INC CORE MSCI | AT COST | $14,862 | $15,832 |
| ISHARES RUSSELL 1000 | AT COST | $25,023 | $26,982 |
| ISHARES RUSSELL 1000 | AT COST | $34,290 | $35,364 |
| ISHARES TR CORE MSCI EAF | AT COST | $15,665 | $18,783 |
| ISHARES US TREASURY BOND | AT COST | $51,797 | $50,388 |
| JP MORGAN UNDSCVRD MNGRS | AT COST | $10,222 | $10,161 |
| OAKMARK INTL FD CL | AT COST | $9,521 | $9,691 |
| PIMCO INTERNATIONAL BOND | AT COST | $15,521 | $15,753 |
| PIMCO INVESTMENT GRADE | AT COST | $61,391 | $53,437 |
| SCHWAB SHORT-TERM | AT COST | $15,628 | $15,504 |
| VANGUARD LONG-TERM | AT COST | $13,652 | $13,475 |
| ABBVIE INC | AT COST | $1,192 | $1,240 |
| ALLSTATE CORP DEL COM | AT COST | $448 | $560 |
| ALPHABET INC SHS | AT COST | $1,980 | $2,396 |
| AMAZON COM INC COM | AT COST | $3,034 | $3,950 |
| AMERICAN INTERNATIONAL | AT COST | $1,495 | $1,897 |
| AMERICAN TOWER REIT | AT COST | $1,130 | $1,079 |
| AMN ELEC POWER CO | AT COST | $842 | $812 |
| APPLE INC | AT COST | $2,793 | $3,466 |
| ASML HLDG NV NY REG SHS | AT COST | $1,027 | $1,514 |
| ASTRAZENECA PLC SPND ADR | AT COST | $460 | $539 |
| AT&T INC | AT COST | $550 | $487 |
| ATLASSIAN CORP PLC | AT COST | $519 | $714 |
| BAXTER INTERNATIONAL INC | AT COST | $2,051 | $1,701 |
| BLACKSTONE INC | AT COST | $903 | $1,047 |
| BP PLC SPON ADR | AT COST | $1,311 | $1,664 |
| BRITISH AMN TOBACO SPADR | AT COST | $1,322 | $1,054 |
| CAESARS ENTERTAINMENT | AT COST | $747 | $563 |
| CARDINAL HEALTH INC | AT COST | $965 | $1,411 |
| CIGNA CORP REG SHS | AT COST | $661 | $898 |
| CISCO SYSTEMS INC COM | AT COST | $1,941 | $1,617 |
| CITIGROUP INC COM NEW | AT COST | $2,789 | $2,521 |
| CITIZENS FINANCIAL GROUP INC | AT COST | $516 | $431 |
| COGNIZANT TECH SOLUTNS A | AT COST | $1,597 | $1,662 |
| COMCAST CORP NEW CL A | AT COST | $1,539 | $1,535 |
| CONOCOPHILLIPS | AT COST | $452 | $580 |
| CONSTELLATION BRANDS INC | AT COST | $484 | $484 |
| COSTAR GROUP INC | AT COST | $973 | $1,311 |
| DANAHER CORP DEL | AT COST | $1,325 | $1,388 |
| DEERE CO | AT COST | $1,149 | $1,200 |
| DOLLAR GENERAL CORP | AT COST | $2,057 | $1,495 |
| ELEVANCE HEALTH INC | AT COST | $1,359 | $1,415 |
| ELI LILLY & CO | AT COST | $1,187 | $1,166 |
| EXELON CORPORATION | AT COST | $581 | $503 |
| FID NATIONAL FINL INC | AT COST | $1,012 | $1,071 |
| FIDELITY NATL INFO SVCS | AT COST | $2,236 | $1,382 |
| FOX CORP REG SHS CL A | AT COST | $695 | $564 |
| FREEPORT-MCMORAN | AT COST | $722 | $724 |
| GALLAGHER ARTHUR J & CO | AT COST | $341 | $450 |
| GENERAL MOTORS CO | AT COST | $2,048 | $1,688 |
| HILTON WORLDWIDE | AT COST | $1,140 | $1,457 |
| HOWMET AEROSPACE | AT COST | $811 | $1,191 |
| HUMANA INC | AT COST | $443 | $458 |
| JPMORGAN CHASE & CO | AT COST | $1,813 | $2,211 |
| KONINKL PHIL NV SH NEW | AT COST | $1,107 | $1,027 |
| KRAFT | AT COST | $2,076 | $1,997 |
| L3HARRIS TECHNOLOGIES | AT COST | $1,953 | $1,895 |
| LABORATORY CP | AT COST | $1,280 | $1,364 |
| LEAR CORP SHS | AT COST | $421 | $424 |
| LEIDOS HOLDINGS INC SHS | AT COST | $1,614 | $1,840 |
| MASTERCARD INC | AT COST | $2,477 | $2,986 |
| MEDTRONIC PLC SHS | AT COST | $2,287 | $1,895 |
| META PLATFORMS INC | AT COST | $1,939 | $2,832 |
| MICRON TECHNOLOGY | AT COST | $1,059 | $1,365 |
| MICROSOFT CORP | AT COST | $5,783 | $7,521 |
| NEWELL BRANDS INC | AT COST | $711 | $286 |
| NOVO NORDISK | AT COST | $667 | $931 |
| NVIDIA | AT COST | $869 | $2,476 |
| PPG INDUSTRIES INC SHS | AT COST | $401 | $449 |
| PRUDENTIAL | AT COST | $586 | $539 |
| PUB SVC ENTERPRISE GRP | AT COST | $519 | $489 |
| RALPH LAUREN CORP | AT COST | $332 | $433 |
| RAYMOND JAMES FINL INC | AT COST | $664 | $781 |
| RIVIAN AUTOMOTIVE | AT COST | $738 | $352 |
| ROGERS COMMUNICATIONS B | AT COST | $462 | $468 |
| ROSS STORES INC COM | AT COST | $502 | $692 |
| SANOFI ADR | AT COST | $1,696 | $1,691 |
| SCHWAB CHARLES CORP NEW | AT COST | $207 | $275 |
| SEALED AIR CORP (NEW) | AT COST | $1,678 | $1,096 |
| SEMPRA | AT COST | $702 | $747 |
| SHELL PLC | AT COST | $1,976 | $2,171 |
| SS AND C TECHNOLOGIES | AT COST | $1,814 | $1,711 |
| TEXAS INSTRUMENTS | AT COST | $997 | $1,023 |
| TJX COS INC NEW | AT COST | $702 | $1,032 |
| UNILEVER PLC NEW ADR | AT COST | $1,637 | $1,551 |
| UNION PACIFIC CORP | AT COST | $692 | $737 |
| UNITEDHEALTH GROUP INC | AT COST | $1,492 | $1,579 |
| VERIZON COMMUNICATNS COM | AT COST | $1,485 | $1,244 |
| VISA INC CL A SHRS | AT COST | $903 | $1,041 |
| WELLS FARGO & CO | AT COST | $2,638 | $2,855 |
| WILLIAMS COMPANIES DEL | AT COST | $1,292 | $1,567 |
| WILLIS TOWERS WATSON PLC | AT COST | $628 | $724 |
| WORKDAY INC CL A | AT COST | $1,262 | $2,208 |
| ZIMMER BIOMET HOLDI | AT COST | $826 | $852 |
| FIDELITY ADVISOR SMALL | AT COST | $10,016 | $11,324 |
| ISHARES RUSSELL TOP 200 | AT COST | $5,062 | $5,257 |
| ABBOTT LABS | AT COST | $873 | $991 |
| ADOBE INC | AT COST | $935 | $1,193 |
| ADVNCD MICRO D | AT COST | $331 | $737 |
| ALLEGION PLC | AT COST | $407 | $507 |
| ARGENX | AT COST | $392 | $380 |
| CARLYLE GROUP INC | AT COST | $419 | $529 |
| CENCORA INC | AT COST | $278 | $411 |
| CROWN CASTLE INC | AT COST | $388 | $461 |
| FORTREA HOLDINGS INC | AT COST | $295 | $279 |
| EATON CORP | AT COST | $642 | $722 |
| GOLDMAN SACHS GROUP | AT COST | $639 | $772 |
| ILLUMINA INC | AT COST | $1,216 | $835 |
| INTERCONTINENTAL | AT COST | $516 | $642 |
| INTL FLAVORS & FRAG | AT COST | $459 | $486 |
| LINDE PLC | AT COST | $1,047 | $1,232 |
| MADRIGAL PHARMACEUTICALS | AT COST | $338 | $463 |
| MARVELL TECH INC | AT COST | $583 | $784 |
| RTX CORP | AT COST | $1,020 | $1,094 |
| PG&E CORP | AT COST | $578 | $631 |
| PROGRESSIVE CORP | AT COST | $805 | $956 |
| SONY GROUP CORP | AT COST | $805 | $852 |
| SUNCOR ENERGY INC | AT COST | $579 | $545 |
| TAIWAN S MANUFCTRING | AT COST | $414 | $416 |
| VERTEX PHARMCTLS | AT COST | $816 | $814 |
| 1ST CTZNS | AT COST | $772 | $1,419 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT SERVICES | CategoryTxt |
| Amt | $4,017 | Amt |
| Net Investment Income | $4,017 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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