EBER FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: EBER FAMILY FOUNDATION INC (EIN 85-3522252)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-07-06
IRS object ID: 202331879349100508
Schema version: 2022v5.0
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
Investments Other Schedule2
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-07-06T09:22:31-05:00	ReturnTs
Tax Period End	2022-12-31	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	2022-01-01	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	2023-06-29	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MARK	PersonFirstNm
Person Last	EBER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARY KEIRN	PreparerPersonNm
PTIN	P00342922	PTIN
Phone	4108812355	PhoneNum
Preparation	2023-06-29	PreparationDt

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

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$525,016	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	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$16,265	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$16,265	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$63,565	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$639,337	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	-$47,300	TotalRevAndExpnssAmt
Total Net Invst Incm	$16,265	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	$5,446	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$5,446	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$5,446	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$5,446	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$225,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$225,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$230,446	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$5,446	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$225,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$277,746	ExcessRevenueOverExpensesAmt
Net Investment Income	$10,819	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$34,773	CashBOYAmt
Cash EOY	$22,428	CashEOYAmt
Cash EOYFMV	$22,428	CashEOYFMVAmt
Other Investments BOY	$826,899	OtherInvestmentsBOYAmt
Other Investments EOY	$561,498	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$502,588	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$861,672	TotalAssetsBOYAmt
Total Assets EOY	$583,926	TotalAssetsEOYAmt
Total Assets EOYFMV	$525,016	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	$861,672	RetainedEarningBOYAmt
Retained Earning EOY	$583,926	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$861,672	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$583,926	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$861,672	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$583,926	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$861,672	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$277,746	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$583,926	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$583,926	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES	$616,110	$677,380	-$61,270	-$61,270
PUBLICLY TRADED SECURITIES	$21,414	$25,522	-$4,108	-$4,108
CAPITAL GAINS DIVIDENDS	$1,813		$1,813	$1,813	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$63,565	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$150	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$150	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$150	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$150	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$150	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$0	TaxDueAmt

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)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Expenses1	$0	Expenses1Amt

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	$56,238	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,383	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$58,621	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$58,621	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$879	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$57,742	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,887	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,887	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$150	TaxBasedOnInvestmentIncomeAmt
Total Tax	$150	TotalTaxAmt
Distributable Before Adj	$2,737	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$2,737	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$2,737	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$225,000	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$225,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,737	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr2	$47,212	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$240,001	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$287,213	TotalExcessDistributionCyovAmt
Qualifying Distributions	$225,000	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$2,737	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$222,263	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$509,476	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	$509,476	ExcessDistriCyovToNextYrAmt
Excess From Year2	$47,212	ExcessFromYear2Amt
Excess From Year1	$240,001	ExcessFromYear1Amt
Excess From Current Year	$222,263	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 (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ONE LOVE FOUNDATION
PO BOX 368	BRONXVILLE	NY	10708	GENERAL SUPPORT	$4,500
TOWSON UNIVERSITY FOUNDATION
8000 YORK RD	TOWSON	MD	21252	GENERAL SUPPORT - TU ATHLETICS BASEBALL OPERATING	$5,000
THE ST PAUL'S SCHOOL
11152 FALLS ROAD	BROOKLANDVILLE	MD	21022	GENERAL SUPPORT - SPSG LEARNING FACILITY	$200,000
A BETTER WORLD
PO BOX 667996	CHARLOTTE	NC	28266	GENERAL SUPPORT	$9,000
HUMANE SOCIETY OF CHARLOTTE
1348 PARKER DRIVE	CHARLOTTE	NC	28208	GENERAL SUPPORT	$2,500
NATIONAL LEUKEMIA RESEARCH FOUNDATION
191 WAUKEGAN ROAD STE 105	NORTHFIELD	IL	60093	GENERAL SUPPORT	$4,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$225,000	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	$16,265	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	-$63,565	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	-$47,300	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$47,300	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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (126 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
ALLSPRING SMALL COMPANY	AT COST	$12,714	$9,641
BLACKROCK HI YLD BD	AT COST	$5,772	$4,907
DOUBLELINE TOTAL RETURN	AT COST	$57,021	$48,998
FIDELITY ADV INTL CAP	AT COST	$11,774	$9,071
GQG PARTNERS EMERGING	AT COST	$27,069	$20,903
ISHARES BROAD USD	AT COST	$11,254	$10,755
ISHARES EDGE MSCI	AT COST	$8,884	$9,856
ISHARES EDGE MSCI	AT COST	$19,667	$20,981
ISHARES INC CORE MSCI	AT COST	$7,495	$7,939
ISHARES RUSSELL 1000	AT COST	$33,488	$25,280
ISHARES RUSSELL 1000	AT COST	$27,753	$26,083
ISHARES TR CORE MSCI EAF	AT COST	$30,738	$29,217
ISHARES US TREASURY BOND	AT COST	$52,467	$50,029
JP MORGAN UNDSCVRD MNGRS	AT COST	$10,288	$9,718
OAKMARK INTL FD CL	AT COST	$10,427	$9,042
PIMCO INTERNATIONAL BOND	AT COST	$10,375	$9,812
PIMCO INVESTMENT GRADE	AT COST	$71,791	$59,003
SCHWAB SHORT-TERM	AT COST	$2,858	$2,750
VANGUARD LONG-TERM	AT COST	$11,875	$11,831
VANGUARD SHORT-TERM	AT COST	$5,790	$5,489
1ST CTZNS	AT COST	$1,689	$1,517
ABBVIE INC	AT COST	$1,636	$1,778
ACTIVISION BLIZZARD INC	AT COST	$428	$459
ADVANCE AUTO PARTS INC	AT COST	$2,063	$1,554
ALLSTATE CORP DEL COM	AT COST	$448	$542
ALPHABET INC SHS	AT COST	$1,483	$1,242
ALTRIA GROUP INC	AT COST	$398	$411
AMAZON COM INC COM	AT COST	$3,888	$2,352
AMERICAN INTERNATIONAL	AT COST	$1,495	$1,771
AMERICAN TOWER REIT	AT COST	$1,818	$1,695
AMERISOURCEBERGEN CORP	AT COST	$556	$663
AMN ELEC POWER CO	AT COST	$353	$380
ANALOG DEVICES INC COM	AT COST	$528	$492
APOLLO GLOBAL MGMT LLC	AT COST	$1,139	$1,084
APPLE INC	AT COST	$3,899	$3,118
ASML HLDG NV NY REG SHS	AT COST	$1,671	$1,639
ASTRAZENECA PLC SPND ADR	AT COST	$1,308	$1,559
AT&T INC	AT COST	$378	$368
ATLASSIAN CORP PLC	AT COST	$1,177	$772
BAXTER INTERNATIONAL INC	AT COST	$866	$816
BLACKSTONE INC	AT COST	$2,363	$1,484
BP PLC SPON ADR	AT COST	$1,609	$2,096
BRITISH AMN TOBACO SPADR	AT COST	$369	$360
CAESARS ENTERTAINMENT	AT COST	$747	$499
CAPITAL ONE FINL	AT COST	$560	$372
CARDINAL HEALTH INC	AT COST	$873	$999
CATERPILLAR INC DEL	AT COST	$587	$719
CIGNA CORP REG SHS	AT COST	$878	$1,326
CISCO SYSTEMS INC COM	AT COST	$2,073	$1,620
CITIGROUP INC COM NEW	AT COST	$2,663	$2,081
CITIZENS FINANCIAL GROUP INC	AT COST	$352	$354
COGNIZANT TECH SOLUTNS A	AT COST	$2,319	$1,773
COMCAST CORP NEW CL A	AT COST	$1,819	$1,399
CONOCOPHILLIPS	AT COST	$820	$1,298
CONSTELLATION BRANDS INC	AT COST	$723	$695
CORTEVA INC REG SHS	AT COST	$363	$470
COSTAR GROUP INC	AT COST	$1,470	$1,855
DANAHER CORP DEL	AT COST	$1,597	$1,593
DEERE CO	AT COST	$1,714	$2,144
DEXCOM INC	AT COST	$533	$566
DOLLAR GENERAL CORP	AT COST	$886	$985
EDISON INTL CALIF	AT COST	$351	$318
ELEVANCE HEALTH INC	AT COST	$899	$1,026
ELI LILLY & CO	AT COST	$655	$732
EQUITABLE HOLDINGS INC	AT COST	$522	$488
EXELON CORPORATION	AT COST	$380	$389
F AND G ANNUITIES	AT COST	$0	$20
FID NATIONAL FINL INC	AT COST	$841	$640
FIDELITY NATL INFO SVCS	AT COST	$1,886	$1,221
FOX CORP REG SHS CL A	AT COST	$950	$790
FREEPORT-MCMORAN	AT COST	$681	$608
GALLAGHER ARTHUR J & CO	AT COST	$505	$566
GENERAL ELEC CO REG SHS	AT COST	$638	$587
GENERAL MOTORS CO	AT COST	$2,201	$1,581
HESS CORP	AT COST	$548	$851
HILTON WORLDWIDE	AT COST	$1,432	$1,264
HOWMET AEROSPACE	AT COST	$747	$828
HUMANA INC	AT COST	$900	$1,024
JPMORGAN CHASE & CO	AT COST	$2,604	$2,414
KONINKL PHIL NV SH NEW	AT COST	$1,287	$630
KRAFT	AT COST	$1,150	$1,221
L3HARRIS TECHNOLOGIES	AT COST	$1,170	$1,041
LABORATORY CP	AT COST	$2,095	$1,884
LEAR CORP SHS	AT COST	$553	$496
LEIDOS HOLDINGS INC SHS	AT COST	$1,058	$1,157
MASTERCARD INC	AT COST	$3,577	$3,477
MATCH GROUP	AT COST	$502	$249
MEDTRONIC PLC SHS	AT COST	$2,634	$2,021
META PLATFORMS INC	AT COST	$2,166	$1,805
MICRON TECHNOLOGY	AT COST	$1,308	$1,000
MICROSOFT CORP	AT COST	$8,409	$6,715
MONDELEZ INTERNATIONAL	AT COST	$393	$400
NEWELL BRANDS INC	AT COST	$711	$432
NIKE INC CL B	AT COST	$1,116	$819
NOVO NORDISK	AT COST	$353	$406
NVIDIA	AT COST	$981	$731
PPG INDUSTRIES INC SHS	AT COST	$841	$754
PROCTER & GAMBLE	AT COST	$630	$606
PRUDENTIAL	AT COST	$381	$467
PUB SVC ENTERPRISE GRP	AT COST	$776	$735
RALPH LAUREN CORP	AT COST	$332	$317
RAYMOND JAMES FINL INC	AT COST	$483	$534
RAYTHEON TECHNOLOGIES	AT COST	$828	$1,009
RIVIAN AUTOMOTIVE	AT COST	$738	$276
ROGERS COMMUNICATIONS B	AT COST	$462	$468
ROSS STORES INC COM	AT COST	$1,019	$1,161
SANOFI ADR	AT COST	$1,708	$1,647
SCHWAB CHARLES CORP NEW	AT COST	$2,029	$2,082
SEALED AIR CORP (NEW)	AT COST	$1,108	$848
SEMPRA	AT COST	$543	$618
SHELL PLC	AT COST	$730	$740
SHERWIN WILLIAMS	AT COST	$1,565	$1,424
SS AND C TECHNOLOGIES	AT COST	$1,487	$1,145
TEXAS INSTRUMENTS	AT COST	$1,504	$1,487
TJX COS INC NEW	AT COST	$1,480	$1,831
UNILEVER PLC NEW ADR	AT COST	$1,637	$1,611
UNION PACIFIC CORP	AT COST	$491	$414
UNITEDHEALTH GROUP INC	AT COST	$1,472	$1,591
VERIZON COMMUNICATNS COM	AT COST	$1,007	$749
VISA INC CL A SHRS	AT COST	$856	$831
WALMART INC	AT COST	$776	$851
WELLS FARGO & CO	AT COST	$2,674	$2,395
WILLIAMS COMPANIES DEL	AT COST	$1,283	$1,481
WILLIS TOWERS WATSON PLC	AT COST	$628	$734
WORKDAY INC CL A	AT COST	$2,497	$2,343
ZIMMER BIOMET HOLDI	AT COST	$1,291	$1,403

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT SERVICES	CategoryTxt
Amt	$5,446	Amt
Net Investment Income	$5,446	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

EBER FAMILY FOUNDATION INC: Form 990PF, tax year 2022

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