EBER FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EBER FAMILY FOUNDATION INC (EIN 85-3522252)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202503119349100010
- Schema version
- 2024v5.2
- 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 | 2025-11-07T07:49:18-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260794367 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS MID-ATLANTIC INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 W PENNSYLVANIA AVE 7TH FLOOR | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | 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 | 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 | 6329 PASADENA POINT BLVD S | AddressLine1Txt |
| City | GULFPORT | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK EBER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4109358776 | PhoneNum |
| Signature | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY M KEIRN | PreparerPersonNm |
| PTIN | P00342922 | PTIN |
| Phone | 4108281961 | PhoneNum |
| Preparation | 2025-11-06 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $595,585 | 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 | $17,762 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,762 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,413 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $147,611 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,413 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $234,175 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,175 | 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 | $5,162 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,162 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,162 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,162 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $228,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $228,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $233,162 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,162 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $228,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,013 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,013 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,844 | CashBOYAmt |
| Cash EOY | $17,493 | CashEOYAmt |
| Cash EOYFMV | $17,493 | CashEOYFMVAmt |
| Other Investments BOY | $521,558 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $545,922 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $578,092 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $562,402 | TotalAssetsBOYAmt |
| Total Assets EOY | $563,415 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $595,585 | 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 | $562,402 | RetainedEarningBOYAmt |
| Retained Earning EOY | $563,415 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $562,402 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $563,415 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $562,402 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $563,415 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $562,402 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,013 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $563,415 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $563,415 | 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 | $19,477 | $17,081 | $2,396 | $2,396 |
| PUBLICLY TRADED SECURITIES | $128,134 | $114,117 | $14,017 | $14,017 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,413 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $403 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $403 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $403 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $335 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,335 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $932 | OverpaymentAmt |
| Applied To ES Tax | $932 | 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 | 6329 PASADENA POINT BLVD S | AddressLine1Txt |
| City | GULFPORT | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33707 | 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 | ||||||||
| 6329 PASADENA POINT BLVD S | GULFPORT | FL | 33707 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| JOSEPHINE BETZ EBER | ||||||||
| 6329 PASADENA POINT BLVD S | GULFPORT | FL | 33707 | VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| JOSEPHINE GRAEME EBER | ||||||||
| 200 EAST CAMA STREET- APT 278 | CHARLOTTE | NC | 28217 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| LEIGHTON BETZ EBER | ||||||||
| 404 OXFORD STREET 2304 | HOUSTON | TX | 77007 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| WINIFRED PATE EBER | ||||||||
| 6329 PASADENA POINT BLVD S | GULFPORT | FL | 33707 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| HILDRY SHAW EBER | ||||||||
| 6329 PASADENA POINT BLVD S | 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 | $576,543 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,073 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $602,616 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $602,616 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,039 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $593,577 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,679 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,679 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $403 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $403 | TotalTaxAmt |
| Distributable Before Adj | $29,276 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,276 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,276 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $228,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $228,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,276 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $47,212 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $240,001 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $222,263 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $224,920 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $734,396 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $228,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,276 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $198,724 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $933,120 | 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 | $933,120 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $47,212 | ExcessFromYear4Amt |
| Excess From Year3 | $240,001 | ExcessFromYear3Amt |
| Excess From Year2 | $222,263 | ExcessFromYear2Amt |
| Excess From Year1 | $224,920 | ExcessFromYear1Amt |
| Excess From Current Year | $198,724 | 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 | $3,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||
| 10626 YORK RD STE A | COCKEYSVILLE | MD | 21030 | GENERAL SUPPORT | $10,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | GENERAL SUPPORT | $5,000 |
| 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 |
| ONE LOVE | |||||
| PO BOX 69589 | BALTIMORE | MD | 21264 | GENERAL SUPPORT | $2,000 |
| BOSTON HEALTHCARE | |||||
| 780 ALBANY STREET | BOSTON | MA | 02118 | GENERAL SUPPORT | $2,000 |
| BALTIMORE HUMANE SOCIETY | |||||
| 1601 NICODEMUS ROAD | REISTERSTOWN | MD | 21136 | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $228,000 | 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 | $17,762 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,413 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,175 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,175 | 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 (126 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DOUBLELINE TOTAL RETURN | AT COST | $72,759 | $65,424 |
| FIDELITY ADV INTL CAP | AT COST | $15,211 | $15,886 |
| GQG PARTNERS EMERGING | AT COST | $16,735 | $17,020 |
| ISHARES BROAD USD | AT COST | $5,928 | $5,832 |
| ISHARES EDGE MSCI | AT COST | $4,427 | $5,683 |
| ISHARES INC CORE MSCI | AT COST | $15,445 | $16,867 |
| ISHARES RUSSELL 1000 | AT COST | $20,320 | $28,914 |
| ISHARES RUSSELL 1000 | AT COST | $35,356 | $40,543 |
| ISHARES TR CORE MSCI EAF | AT COST | $17,044 | $20,100 |
| ISHARES US TREASURY BOND | AT COST | $86,608 | $85,187 |
| JP MORGAN UNDSCVRD MNGRS | AT COST | $21,591 | $22,675 |
| OAKMARK INTL FD CL | AT COST | $16,756 | $15,980 |
| PIMCO INTERNATIONAL BOND | AT COST | $17,515 | $17,884 |
| PIMCO INVESTMENT GRADE | AT COST | $61,132 | $53,420 |
| ALPHABET INC SHS | AT COST | $2,532 | $3,237 |
| AMAZON COM INC COM | AT COST | $3,103 | $5,265 |
| AMERICAN INTERNATIONAL | AT COST | $1,125 | $1,529 |
| AMERICAN TOWER REIT | AT COST | $671 | $550 |
| AMN ELEC POWER CO | AT COST | $415 | $461 |
| APPLE INC | AT COST | $2,498 | $3,756 |
| ASML HLDG NV NY REG SHS | AT COST | $465 | $693 |
| ASTRAZENECA PLC SPND ADR | AT COST | $289 | $328 |
| AT&T INC | AT COST | $550 | $660 |
| BAXTER INTERNATIONAL INC | AT COST | $2,354 | $1,516 |
| BLACKSTONE INC | AT COST | $775 | $1,207 |
| BP PLC SPON ADR | AT COST | $1,910 | $1,892 |
| BRITISH AMN TOBACO SPADR | AT COST | $1,215 | $1,271 |
| CAESARS ENTERTAINMENT | AT COST | $171 | $134 |
| CARDINAL HEALTH INC | AT COST | $1,491 | $2,247 |
| CIGNA CORP REG SHS | AT COST | $444 | $552 |
| CISCO SYSTEMS INC COM | AT COST | $1,277 | $1,243 |
| CITIGROUP INC COM NEW | AT COST | $2,266 | $2,816 |
| COGNIZANT TECH SOLUTNS A | AT COST | $1,337 | $1,461 |
| COMCAST CORP NEW CL A | AT COST | $1,905 | $1,651 |
| CONSTELLATION BRANDS INC | AT COST | $513 | $442 |
| DANAHER CORP DEL | AT COST | $886 | $918 |
| DEERE CO | AT COST | $395 | $424 |
| DOLLAR GENERAL CORP | AT COST | $1,877 | $910 |
| ELEVANCE HEALTH INC | AT COST | $918 | $738 |
| ELI LILLY & CO | AT COST | $2,755 | $3,088 |
| EXELON CORPORATION | AT COST | $753 | $715 |
| FID NATIONAL FINL INC | AT COST | $767 | $898 |
| FIDELITY NATL INFO SVCS | AT COST | $1,502 | $1,292 |
| FOX CORP REG SHS CL A | AT COST | $403 | $534 |
| GALLAGHER ARTHUR J & CO | AT COST | $341 | $568 |
| GENERAL MOTORS CO | AT COST | $1,135 | $1,651 |
| HILTON WORLDWIDE | AT COST | $1,116 | $1,730 |
| HOWMET AEROSPACE | AT COST | $503 | $1,422 |
| HUMANA INC | AT COST | $817 | $507 |
| JPMORGAN CHASE & CO | AT COST | $926 | $1,678 |
| KONINKL PHIL NV SH NEW | AT COST | $612 | $734 |
| KRAFT | AT COST | $1,832 | $1,443 |
| L3HARRIS TECHNOLOGIES | AT COST | $1,953 | $1,893 |
| LABORATORY CP | AT COST | $1,069 | $1,147 |
| LEAR CORP SHS | AT COST | $537 | $379 |
| LEIDOS HOLDINGS INC SHS | AT COST | $542 | $864 |
| MASTERCARD INC | AT COST | $1,743 | $2,633 |
| MEDTRONIC PLC SHS | AT COST | $2,090 | $1,677 |
| META PLATFORMS INC | AT COST | $1,657 | $2,928 |
| MICRON TECHNOLOGY | AT COST | $407 | $505 |
| MICROSOFT CORP | AT COST | $5,090 | $7,166 |
| NEWELL BRANDS INC | AT COST | $711 | $329 |
| NVIDIA | AT COST | $1,388 | $4,969 |
| PPG INDUSTRIES INC SHS | AT COST | $668 | $597 |
| SANOFI ADR | AT COST | $1,697 | $1,640 |
| SEALED AIR CORP (NEW) | AT COST | $1,678 | $1,015 |
| SEMPRA | AT COST | $1,094 | $1,316 |
| SHELL PLC | AT COST | $1,402 | $1,441 |
| SS AND C TECHNOLOGIES | AT COST | $2,026 | $2,349 |
| UNITEDHEALTH GROUP INC | AT COST | $1,566 | $1,518 |
| VERIZON COMMUNICATNS COM | AT COST | $1,271 | $1,240 |
| VISA INC CL A SHRS | AT COST | $687 | $948 |
| WELLS FARGO & CO | AT COST | $2,263 | $3,512 |
| WILLIAMS COMPANIES DEL | AT COST | $417 | $758 |
| WILLIS TOWERS WATSON PLC | AT COST | $628 | $940 |
| FIDELITY ADVISOR SMALL | AT COST | $13,794 | $17,183 |
| ISHARES RUSSELL TOP 200 | AT COST | $6,549 | $8,705 |
| ARGENX | AT COST | $759 | $1,230 |
| CROWN CASTLE INC | AT COST | $1,006 | $908 |
| FORTREA HOLDINGS INC | AT COST | $295 | $149 |
| EATON CORP | AT COST | $935 | $1,327 |
| INTERCONTINENTAL | AT COST | $1,865 | $2,086 |
| INTL FLAVORS & FRAG | AT COST | $459 | $507 |
| LINDE PLC | AT COST | $702 | $837 |
| MADRIGAL PHARMACEUTICALS | AT COST | $338 | $617 |
| MARVELL TECH INC | AT COST | $580 | $1,325 |
| RTX CORP | AT COST | $1,021 | $1,504 |
| PG&E CORP | AT COST | $752 | $908 |
| PROGRESSIVE CORP | AT COST | $403 | $719 |
| SONY GROUP CORP | AT COST | $1,323 | $1,545 |
| SUNCOR ENERGY INC | AT COST | $777 | $821 |
| TAIWAN S MANUFCTRING | AT COST | $1,503 | $2,172 |
| VERTEX PHARMCTLS | AT COST | $816 | $805 |
| 1ST CTZNS | AT COST | $772 | $2,113 |
| AIR PRODUCTS& CHEM | AT COST | $862 | $870 |
| APPLIED MATERIAL INC | AT COST | $1,000 | $813 |
| BROADCOM INC | AT COST | $905 | $927 |
| CNH INDUSTRIAL NV | AT COST | $400 | $374 |
| CVS HEALTH CORP | AT COST | $2,131 | $1,661 |
| DATADOG INC REG SHS CL A | AT COST | $784 | $714 |
| DIAGEO PLC SPSD ADR NEW | AT COST | $456 | $381 |
| DISNEY (WALT) CO COM STK | AT COST | $482 | $557 |
| DOMINION ENERGY INC | AT COST | $449 | $431 |
| DOORDASH INC REG SHS | AT COST | $607 | $839 |
| DRAFTKINGS INC | AT COST | $868 | $744 |
| ELECTRONIC ARTS INC DEL | AT COST | $1,105 | $1,170 |
| ENTERGY CORP NEW | AT COST | $671 | $910 |
| HASBRO INC COM | AT COST | $836 | $895 |
| HESS CORP | AT COST | $1,325 | $1,197 |
| HEWLETT PACKARD | AT COST | $469 | $534 |
| HP INC | AT COST | $1,984 | $1,795 |
| INTRPUBLIC GRP OF CO | AT COST | $621 | $560 |
| JOHNSON CONTROLS INTER | AT COST | $882 | $1,105 |
| KEURIG DR PEPPER INC | AT COST | $615 | $610 |
| KIMBERLY CLARK | AT COST | $859 | $786 |
| LAS VEGAS SANDS CORP | AT COST | $886 | $924 |
| MID AMERICA APT CMNTYS | AT COST | $424 | $464 |
| MONSTER BEVERAGE SHS | AT COST | $1,133 | $1,209 |
| ORACLE CORP | AT COST | $1,528 | $2,000 |
| PFIZER INC | AT COST | $414 | $371 |
| SHOPIFY INC CL A | AT COST | $479 | $744 |
| TECK RESOURCES LTD CLS B | AT COST | $491 | $405 |
| UBS GROUP AG NAMEN-AKT | AT COST | $400 | $394 |
| VAXCYTE INC | AT COST | $450 | $327 |
| WABTEC | AT COST | $491 | $569 |
| SPDR BLOOMBERG | AT COST | $2,011 | $2,011 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT SERVICES | CategoryTxt |
| Amt | $5,162 | Amt |
| Net Investment Income | $5,162 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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