EUBANK FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EUBANK FAMILY FOUNDATION (EIN 93-4793067)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-16
- IRS object ID
- 202521679349100662
- Schema version
- 2024v5.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-16T10:40:49-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jonathan M Goldberg | PreparerPersonNm |
| PTIN | P00903108 | PTIN |
| Phone | 7045512223 | PhoneNum |
| Preparation | 2025-06-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $4,262,531 | 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 | $2,000,619 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $51,226 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,226 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $100,818 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,436,267 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $100,818 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $944 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $15,641 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,641 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,168,304 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $167,685 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $944 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $14,777 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,777 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $10,042 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,042 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $27,819 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,819 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,319 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,819 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,133,985 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,866 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $944 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $472 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $404,356 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $404,356 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $2,008,724 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,038,353 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,157,176 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $700,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $700,527 | 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 | $2,008,724 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,142,709 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,262,531 | 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 | $2,008,724 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,142,709 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,008,724 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,142,709 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,008,724 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,142,709 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,008,724 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,133,985 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,142,709 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,142,709 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Publicly traded Securities | P | 2023-06-01 | 2024-12-31 | $2,387,689 | $0 | $2,287,815 | $99,874 | $0 | $0 | $0 | $99,874 |
| Publicly traded Securities | P | 2024-02-01 | 2024-12-31 | $48,578 | $0 | $47,634 | $944 | $0 | $0 | $0 | $944 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $100,818 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $944 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,944 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,944 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,944 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$5,000 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $117 | EsPenaltyAmt |
| Overpayment | $2,939 | OverpaymentAmt |
| Applied To ES Tax | $2,939 | 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 | $2,381,216 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $250,236 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,631,452 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,631,452 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,472 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,591,980 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $129,599 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $129,599 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,944 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,944 | TotalTaxAmt |
| Distributable Before Adj | $127,655 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $127,655 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $127,655 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $127,655 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,234 | 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 | $6,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,234 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $266 | 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 | $127,389 | 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 | Exempt | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | General Purpose | GrantOrContributionPurposeTxt |
| Amt | $6,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,226 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $100,818 | 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 | $15,641 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $167,685 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $167,685 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Frederick W and Martha M Eubank | |||||||
| 1 | 2145 Malvern Road | Charlotte | NC | 282072623 | $400,000 | Yes (X) | |
| Frederick W and Martha M Eubank | |||||||
| 2 | 2145 Malvern Road | Charlotte | NC | 28207 | $1,600,619 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Goldberg & Davis CPAs Accounting | CategoryTxt |
| Amt | $3,000 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (14 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 46 Shares Booking Holdings Inc | 2023-10 | Donated | 2024-12 | $172,368 | $162,642 | $9,726 |
| 324 Shs Costco | 2023-10 | Donated | 2024-12 | $220,552 | $217,598 | $2,954 |
| 155 Shs Berkshire Hathaway | 2023-10 | Donated | 2024-12 | $64,002 | $55,253 | $8,749 |
| 406 Shs Arthur Gallagher | 2023-10 | Donated | 2024-12 | $99,998 | $90,489 | $9,509 |
| 1082 Shs Progressive | 2023-10 | Donated | 2024-12 | $220,674 | $170,696 | $49,978 |
| 824 Shs Zoetis | 2023-10 | Donated | 2024-12 | $147,039 | $160,664 | -$13,625 |
| 438 shs Alcon | 2023-10 | Donated | 2024-12 | $37,902 | $33,791 | $4,111 |
| 245 shs Adobe | 2023-10 | Donated | 2024-12 | $132,529 | $146,694 | -$14,165 |
| 820 shs Linde | 2023-10 | Donated | 2024-12 | $356,964 | $336,807 | $20,157 |
| 1141 shs Waste Management | 2023-10 | Donated | 2024-12 | $222,626 | $201,900 | $20,726 |
| 1962 shs Oracle | 2023-10 | Donated | 2024-12 | $365,583 | $333,481 | $32,102 |
| 296 shs Mastercard | 2023-10 | Donated | 2024-12 | $155,412 | $144,081 | $11,331 |
| 299 shs KLA Corp | 2023-10 | Purchased | 2024-12 | $192,040 | $233,719 | -$41,679 |
| Publicly traded Securities Short Term | 2024-02 | Purchased | 2024-12 | $48,578 | $47,634 | $944 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 24,202.57 BBH Limited Duration Fund CL1 | $250,000 | $252,433 |
| 51,035.72 BBH Income Fund-I | $450,000 | $448,094 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (65 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 185 Shs Linde Plc | $75,987 | $77,454 |
| 242 Shs Arthur J Gallagher & Co | $53,937 | $68,692 |
| 236 Shs KLA Corp | $184,474 | $148,708 |
| 10 Shs KLA Corp | $5,590 | $6,301 |
| 66 Shs Costco Wholesale | $44,325 | $60,474 |
| 31 Shs Costco Wholesale | $27,081 | $28,405 |
| 436 Shs Amazon | $78,829 | $95,654 |
| 448 Shs Amazon | $100,034 | $98,287 |
| 26 Shs Amazon | $3,838 | $5,704 |
| 287 Shs Zoetis Inc | $55,959 | $46,761 |
| 121 Shs Progressive Corp | $19,089 | $28,993 |
| 312 Shs Wast Management | $55,208 | $62,958 |
| 357 Shs Alcon Inc | $27,543 | $30,306 |
| 1208 Shs Alcon Inc | $115,279 | $102,547 |
| 22 Shs Alcon Inc | $2,099 | $1,868 |
| 8 Shs Booking Holdings | $28,286 | $39,747 |
| 77 Shs Berkshire | $27,448 | $34,903 |
| 40 S&P Global Inc | $19,820 | $19,921 |
| 60 Shs Adobe Inc | $35,925 | $26,681 |
| 408 Shs Mastercard Inc | $200,450 | $214,841 |
| 7712 Shs AKRE Focus Fund | $500,000 | $525,959 |
| 175 Abbott Laboratories | $20,079 | $19,794 |
| 40 Thermo Fisher Scientific | $20,930 | $20,809 |
| 23 Unitedhealth Group Inc | $13,132 | $11,635 |
| 1064 Shs Oracle | $180,848 | $177,305 |
| 43 Shs Oracle | $4,486 | $7,166 |
| 22 Shs Arista Networks (D) | $8,724 | $2,432 |
| 274 Shs Arista Networks | $14,618 | $30,285 |
| 92 Shs Otis Worldwide Corporation | $8,882 | $8,520 |
| 92 Shs Applied Materials | $16,257 | $14,962 |
| 54 Shs Automatic Data Processing | $14,138 | $15,807 |
| 20 Shs Cadence Design | $5,439 | $6,009 |
| 108 Shs Microsoft Corp | $43,522 | $45,522 |
| 85 Shs Texas Instruments | $15,899 | $15,938 |
| 150 Shs Nike Inc | $12,513 | $11,350 |
| 288 Alphabet Inc | $48,283 | $54,847 |
| 246 Advanced Drainage System | $37,429 | $28,438 |
| 18143.54 Clarkston Founders | $280,000 | $290,297 |
| 175 Aptargroup Inc | $25,709 | $27,493 |
| 143 Bright Horizons Family | $15,564 | $15,852 |
| 299 Brown & Brown Inc | $26,274 | $30,504 |
| 553 Bruker Corp Com | $39,924 | $32,417 |
| 243 Shs CBRE Group | $24,511 | $31,903 |
| 53 Shs Crown Holdings | $4,104 | $4,383 |
| 794 Shs Darling Ingredients Inc | $31,211 | $26,750 |
| 53 Shs Aspen Technology Inc | $10,574 | $13,230 |
| 306 Shs Entegris Inc | $37,431 | $30,312 |
| 934 Shs GFL Environmental Com | $37,283 | $41,600 |
| 530 Shs Logistics Incorporated | $25,751 | $23,055 |
| 225 Shs Guideware Software | $28,357 | $37,931 |
| 112 Shs Heico Corp | $18,305 | $20,841 |
| 89 Shs LPL Financial Holdings | $24,549 | $29,059 |
| 1296 Shs Mister Car Wash | $9,367 | $9,448 |
| 1 Sh NVR Inc Com | $7,609 | $8,179 |
| 317 Shs Shift4 Payments | $22,841 | $32,898 |
| 137 Take Two Interactive Software | $20,983 | $25,219 |
| 180 Shs Toro Co Com | $15,186 | $14,418 |
| 86 Shs Vulcan Materials | $22,622 | $22,122 |
| 75 Shs Watsco Inc | $33,726 | $35,542 |
| 62 Shs West Pharmaceutical SVCS | $17,903 | $20,309 |
| 525 Shs Willscot Mobile Mini Holdings | $18,918 | $17,561 |
| 288 Shs Wyndham Hotels & Resorts | $22,673 | $29,028 |
| 76 Shs Zebra Technologies Com | $24,303 | $29,353 |
| 147 Icon PLC Com | $37,684 | $30,827 |
| 143 Globant SA Com | $28,611 | $30,662 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Robinson Bradshaw Attorney | CategoryTxt |
| Legal Fees | $14,777 | LegalFeesAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital gain distributions | Desc |
| Revenue And Expenses Per Books | $15,641 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,641 | 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 | $10,042 | Amt |
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