Civic Intelligence

Horatio B Ebert Charitable Foundation

990PF • Fiscal year 2011 • EIN 59-2602801

Jan 01, 2011 to Dec 31, 2011 • Filed on May 11, 2012

Organization Profile
PO Box 83028115
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

2011 filings • $10M-$25M nonprofits • Source year 2011

Asset Growth

31st percentile

-1.7%

Faster asset growth than 31% of similar nonprofits.

2011 filings • $10M-$25M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$14,460,282

Down $251,612 (-1.7%) from 2010

Net Assets

Down

$14,460,282

Down $251,612 (-1.7%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$784,626

Down $21,366 (-2.7%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $14,711,894Liabilities 2010: $0Net Assets 2010: $14,711,8942010Assets 2011: $14,460,282Liabilities 2011: $0Net Assets 2011: $14,460,2822011Assets 2012: $11,888,157Liabilities 2012: $12012Assets 2013: $318,526Liabilities 2013: $1Net Assets 2013: $318,5262013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2011

Assets$14,460,282
Liabilities$0
Net Assets$14,460,282
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $805,9922010Expenses 2011: $784,6262011Revenue 2012: $781,614Expenses 2012: $814,880Net Income 2012: -$33,2662012Revenue 2013: $12,308Expenses 2013: $810,556Net Income 2013: -$798,2482013Revenue 2014: $4Expenses 2014: $35,620Net Income 2014: -$35,6162014

Highlighted filing

2011

Revenue-
Expenses$784,626
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 11, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE EBERTDirector-$0--
CECILE G EBERTDirector-$0--
ADRIENNE E LEBLANCDirector-$0--
CATHERINE G EBERTDirector-$0--
ROBERT O EBERTDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SEE ATTACHED501C3VARIOUS, NC, US$697,000
Filing and Contact Details

Filer

EIN
59-2602801
Raw XML Appendix322 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/Amount01250
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0625
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0625
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0247117
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0659284
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount09315
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0GOLDMAN SACHS PRIV EQUITY
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount01246
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0257678
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0659284
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0916962
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0625
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0625
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0416260
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0659284
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0697000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0697000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm0247117
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0247117
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0247117
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0132336
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice04041520
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm09315
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm09315
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss09315
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnss018
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0659284
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0836879
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm0159828
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblPrps0900
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncm0900
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnss01800
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps06000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm06000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss012000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm01246
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss01246
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm064902
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss064902
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm07656
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss07656
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0416260
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0704525
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm080083
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0784626
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0916962
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0916962
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps07525
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm080083
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss087626
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY014577793
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY013658512
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV013658512
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY014711894
IRS990PF/BalanceSheets/RetainedEarningsEOY014460282
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0134101
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0801770
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0801770
IRS990PF/BalanceSheets/TotalAssetsBOY014711894
IRS990PF/BalanceSheets/TotalAssetsEOY014460282
IRS990PF/BalanceSheets/TotalAssetsEOYFMV014460282
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY014711894
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY014460282
IRS990PF/BalanceSheets/TotalNetAssetsBOY014711894
IRS990PF/BalanceSheets/TotalNetAssetsEOY014460282
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0659284
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis02509642
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1872594
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0BROWN BROTHERS HARRIMAN - CG DISTR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1BROWN BROTHERS HARRIMAN - ST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2BROWN BROTHERS HARRIMAN - ST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss014475
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1484981
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2159828
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses014475
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1484981
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2159828
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice014475
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice12994623
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice21032422
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0159828
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0132336
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0383948
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal014844230
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY014711894
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY014460282
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0731506
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0731506
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0731506
IRS990PF/DistributableAmount/MinimumInvestmentReturn0739875
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome08369
IRS990PF/DistributableAmount/TotalTax08369
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment04800
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax08369
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment08
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal08369
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome08369
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue03577
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments04800
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY014460282
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets015022836
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0609823
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities014413013
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0225343
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0739875
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets014797493
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets015022836
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition41.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MIKE EBERT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1CECILE G EBERT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2ADRIENNE E LEBLANC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3CATHERINE G EBERT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4ROBERT O EBERT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 830
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 830
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12PO BOX 830
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13PO BOX 830
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14PO BOX 830
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MOORESVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1MOORESVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2MOORESVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3MOORESVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4MOORESVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode028115
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode128115
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode228115
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode328115
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode428115
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0681788
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0673419
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.04551
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.05131
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.03639
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.04572
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.05108
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.04304
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets014797493
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1013882179
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2012528096
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3010758859
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4011129087
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5010688360
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome08369
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0704525
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10712348
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20455904
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30491900
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40568500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50460000
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.22754
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0696156
IRS990PF/QualifyingDistributions/ExpensesAndContributions0704525
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm08369
IRS990PF/QualifyingDistributions/QualifyingDistributions0704525
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10MIKE EBERT
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07046637093
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 830
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MOORESVILLE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0281157093
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NC
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0697000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SEE ATTACHED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName02011 GRANTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10SEE ATTACHED LIST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0VARIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode028117
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0697000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear016512
IRS990PF/UndistributedIncome/AppliedToYear10688013
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0731506
IRS990PF/UndistributedIncome/QualifyingDistributions0704525
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0714994
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0688013
OtherDecreasesSchedule/OtherDecreases/Amount08560
OtherDecreasesSchedule/OtherDecreases/Amount1375388
OtherDecreasesSchedule/OtherDecreases/Description0EXCISE TAXES & PENALTIES
OtherDecreasesSchedule/OtherDecreases/Description1CHANGE IN MARKET VALUE
OtherExpensesSchedule/OtherExpenses/Description0ADMINISTRATION
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps06000
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome06000
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks012000
OtherIncomeSchedule2/OtherIncome/Description0GOLDMAN SACHS PRIV EQUITY
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome01246
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks01246
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount064902
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0BBH INVEST MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome064902
TaxesSchedule/Taxes/Amount07656
TaxesSchedule/Taxes/Category0BBH FOREIGN TAX
TaxesSchedule/Taxes/NetInvestmentIncome07656
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0592602801
ReturnHeader/Filer/Name/BusinessNameLine10HORATIO B EBERT CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0HORA
ReturnHeader/Filer/Phone07046637093
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 830
ReturnHeader/Filer/USAddress/City0MOORESVILLE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028115
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-11
ReturnHeader/Officer/Name0MIKE EBERT
ReturnHeader/Officer/Title0Director
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CROSS STEWARD & CO LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10601 N FERNCREEK AVE STE 210
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ORLANDO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0328034839
ReturnHeader/Preparer/Name0Steven L Steward
ReturnHeader/Preparer/Phone04078946771
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-11T05:25:53-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,460,282
Liabilities
$0
Net assets
$14,460,282
Revenue
-
Expenses
$784,626
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.04$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.01$0.81$0.80
2012Summary only. Only limited summary data is available for this year.$11.9$0.00$0.78$0.81$0.03
2011Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$0.78
2010Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$0.81