BETA

JOHN AND PATRICIA GRAHAM FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JOHN AND PATRICIA GRAHAM FOUNDATION (EIN 85-3417342)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-14
IRS object ID
202631959349100903
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-14T10:11:06-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232174309PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THOMAS M GILL & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1801 MAIN STREETAddressLine1Txt
CitySWOYERSVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP187041227ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN853417342EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN AND PATRICIA GRAHAM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone5706932460PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1135 HIGHLAND AVEAddressLine1Txt
CitySHAVERTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18708ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN GRAHAMPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5706932460PhoneNum
Signature2026-07-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN GILLPreparerPersonNm
PTINP01247548PTIN
Phone5706932460PhoneNum
Preparation2026-07-03PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$323,000FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$6,846DividendsRevAndExpnssAmt
Dividends Net Invst Incm$846DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,846TotalRevAndExpnssAmt
Total Net Invst Incm$846TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$75OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$75OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$75OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,075TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,075TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,075TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,425TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,075TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,425TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,579ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,584CashBOYAmt
Cash EOY$2,500CashEOYAmt
Cash EOYFMV$2,500CashEOYFMVAmt
Other Investments BOY$311,942OtherInvestmentsBOYAmt
Other Investments EOY$320,500OtherInvestmentsEOYAmt
Other Investments EOYFMV$320,500OtherInvestmentsEOYFMVAmt
Total Assets BOY$316,526TotalAssetsBOYAmt
Total Assets EOY$323,000TotalAssetsEOYAmt
Total Assets EOYFMV$323,000TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$316,526RetainedEarningBOYAmt
Retained Earning EOY$323,000RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$316,526TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$323,000TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$316,526TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$323,000TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$316,526TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,579ExcessRevenueOverExpensesAmt
Other Increases$13,053OtherIncreasesAmt
Subtotal$323,000SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$323,000TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

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

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN GRAHAMIndividualWithBooksNm
Phone5706932460PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1135 HIGHLAND AVEAddressLine1Txt
CitySHAVERTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18708ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN GRAHAM
135 HIGHLAND AVESHAVERTOWNPA18708DIRECTOR0.00$0$0$0
PATRICIA GRAHAM
135 HIGHLAND AVESHAVERTOWNPA18708DIRECTOR0.00$0$0$0
PHILLIP OUELLETTE
31 MARYWOOD DRIVEDALLASPA18612DIRECTOR0.00$0$0$0
NICHOLAS OUELLETTE
8 REDROCK RDNUANGOLAPA18707DIRECTOR0.00$0$0$0
CAROLYN KEELAN
587 WATERLOO CIRCLEBEWYNPA19312DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$280,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,250AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$284,250TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$284,250AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,264CashDeemedCharitableAmt
Net Vl Noncharitable Assets$279,986NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,999MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,999MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$13,999DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$13,999DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$13,999DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,425ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$13,425QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,999DistributableAsAdjustedAmt
Undistributed Income PY$12,845UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$13,425QualifyingDistributionsAmt
Applied To Year1$12,845AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$580AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$13,419UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN GRAHAMContributingManagerNm
Contributing ManagerPATRICIA GRAHAMContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRIGHTER JOURNEYS
50 MUNDY STWILKES BARREPA18702NONEPCGENERAL PURPOSE$1,000
DOMESTIC VIOLENCE CENTER
PO BOX 2177WILKES BARREPA18702NONEPCGENERAL$1,000
GEISINGER FOUNDATION
100 NORTH ACADEMY AVEDANVILLEPA17822NONEPCGENERAL PURPOSE$2,000
JOHNSON COLLEGE
3427 N MAIN AVESCRANTONPA18508NONEPCGENERAL$1,000
LUZERNE FOUNDATION
34 S RIVER STWILKES BARREPA18702NONEPCGENERAL PURPOSE$1,000
MISS NINA FOUNDATION
141 E 6TH STWEST WYOMINGPA18644NONEPCGENERAL PURPOSE$350
COLLEGE MISERCORDIA
10 LAKE STDALLAAPA18612NONEPCGENERAL$1,000
TUNNEL TO TOWER
2361 HYLAN BLVDSTATEN ISLANDNY10306NONEPCGENERAL$1,000
ST JOSEPHS CENTER
2010 ADAMS AVESCRANTONPA18509NONEPCGENERAL PURPOSE$1,000
PROVIDENCE PREGNANCY CENTER
1660 N MAIN AVESCRANTONPA18509NONEPCGENERAL PURPOSE$1,500
THINK BIG
530 MONTOUR BLVDBLOOMSBURGPA17815NONEPCGENERAL PURPOSE$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,350TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,846ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$6,846ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,846TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,000Amt
Net Investment Income$1,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCHARLES SCHWAB INVESTMENSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$320,500BookValueAmt
EOYFMV$320,500EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$13,053Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryASSET MGMT FEESCategoryTxt
Amt$75Amt
Net Investment Income$75NetInvestmentIncomeAmt
Disbursements Charitable Prps$75DisbursementsCharitablePrpsAmt

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