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Ebert Charitable Foundation INC EIN 45-5458795

Ebert Charitable Foundation INC

EIN  45-5458795 Private foundation / grantmaker Tavernier, FL
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Size
$100K–1M
What they do
A private foundation based in Tavernier, FL. It reported about $458K in revenue for 2024.
Leadership
Catherine Ebert · President
Money in and out
$458K revenue, $333K expenses
Bottom line
—

A private foundation based in Tavernier, FL. It reported about $458K in revenue for 2024. For fiscal year 2024 it reported $458K in revenue, $333K in expenses, and $4.4M in net assets.Pt I

Grants paid & assets · FY2024
Total revenue
$458K
Pt VIII · Ln 12
Total expenses
$333K
Pt IX · Ln 25
Net assets
$4.4M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $125K
Total assets
4.4M
deployed as grants and operations
Grants paid
288K
in FY2024
Grants made
21grants
total in period
Payout rate
7%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 21 grants · $288K · 2024–2024
Faith Community ChurchFY2024$60,000
Anabaptist FoundationPA · FY2024$25,000
American Cornerstone Institute INCDC · FY2024$25,000
Mercy Health FoundationFY2024$20,000
The Odyssey SchoolFY2024$20,000
Orangewood Church PcaFY2024$20,000
Hillsdale CollegeMI · FY2024$20,000
Duke MedicineFY2024$12,500
Greater Baltimore Tennis PatronsFY2024$12,000
Volunteer Florida Foundation INCFL · FY2024$10,000
O'Dwyer Retreat HouseFY2024$10,000
Winterthur MuseumFY2024$10,000
Holly Given Fund INCFL · FY2024$5,000
Grace Fellowship ChurchFY2024$5,000
Wounded Warrior Project INCFL · FY2024$5,000
Wooster CollegeFY2024$5,000
The Eric Carle Museum of PictureFY2024$5,000
Psc Partners Seeking a CureCO · FY2024$5,000
See all 21 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV9
Average grantPart XV$14K
Median grantPart XV$10K
Largest grantPart XV$60K
Top cause focusNTEEEducation (14%)

Summary of the Filing

Part I · fiscal year 2024 · Form 990-PF
Revenue
$458K
FY2024▲ +174%
Expenses
$333K
FY2024▲ +3%
Total assets
$4.4M
FY2024▲ +3%
Total liabilities
$0
FY2024
Total revenue
$458K
Pt VIII · Ln 12
Total expenses
$333K
Pt IX · Ln 25
Net assets
$4.4M
Pt X · Ln 32
Total assetsPt II$4.4M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CEbert Charitable Foundation INC
EINHdr · item D45-5458795
Principal addressHdr · item CTavernier, FL
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MFL
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T20)
Ruling yearIRS BMFAug 2012

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Michael Ebert
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Kelly Lyles
Director
$0Pt VII · Sec A
See Ebert Charitable Foundation INC executive salaries →

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Statement of Revenue

Part VIII
Investment income100%$458K
Other revenue$18
Total revenueLn 12$458K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.86 Operating & administrative $0.14
Grants & contributions paid86%$288K
Operating & administrative14%$46K
Total functional expensesLn 25$333K

Balance Sheet

Part X · end of year
CashLn 1$652K
Total assetsLn 16$4.4M
Total liabilitiesLn 26$0
Total net assetsLn 32$4.4M
Months of cash on handcomputed23.5

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $4.4M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $458K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $458K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $458K · Prior year $167K
+174%
Revenue CAGR
FY2020 $377K · FY2024 $458K
+5%
Net-asset trend (YoY)
End of year $4.4M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $458K · Expenses $333K
+27%
Liabilities-to-Assets
Total liabilities — · Total assets $4.4M
—
Net-asset ratio
Net assets $4.4M · Total assets $4.4M
100%
People & payroll
Highest Reported Total Compensation
Individual Catherine Ebert · Reported title PRESIDENT · Highest reported compensation $0 · Total expenses $333K
0%
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth 174%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$458K revenue · viewing · ⤓ 990 PDF
FY2023$167K revenue · ⤓ 990 PDF
FY2022$347K revenue · ⤓ 990 PDF
FY2021$540K revenue · ⤓ 990 PDF
FY2020$377K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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