SILVERBACK EDUCATIONAL FOUNDATION FOR THE ARTS DANCE AND ATHLETICS: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SILVERBACK EDUCATIONAL FOUNDATION FOR THE ARTS DANCE AND ATHLETICS (EIN 46-4902114)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349106382
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T21:54:45+00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Market Street Suite 3300 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941055829 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464902114 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Silverback Educational Foundation for the Arts Dance and Athletics | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SILV | BusinessNameControlTxt |
| Phone | 4844200225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3811 W Chester Pike Building 2 200 | AddressLine1Txt |
| City | Newtown Square | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Monika K Briggs | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Monika | PersonFirstNm |
| Person Last | Briggs | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Diane Kirmaci | PreparerPersonNm |
| PTIN | P01578407 | PTIN |
| Phone | 4155761100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,155,430 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,823,408 | ContriRcvdRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,823,408 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $166,219 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $166,219 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,588 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,786 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,031 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,593 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $525 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $410 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,131 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,469 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,469 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $159,413 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $154,258 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $351,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $325,735 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,878,513 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,873,513 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,229,889 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,199,248 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $593,519 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,510,087 | CashBOYAmt |
| Cash EOY | $7,152,409 | CashEOYAmt |
| Cash EOYFMV | $7,152,409 | CashEOYFMVAmt |
| Acct Rcvbl | $1,042 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,042 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,042 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,042 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,979 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,979 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,598 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,598 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,598 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,515,727 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,155,430 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,155,430 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,053 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $52,237 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $6,053 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,237 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,367,970 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,049,818 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,141,704 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,053,375 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,509,674 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,103,193 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,515,727 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,155,430 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,509,674 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $593,519 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,103,193 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,103,193 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | https://www.sefada.org/ | WebsiteAddressTxt |
| Individual With Books | Monika K Briggs | IndividualWithBooksNm |
| Phone | 4844200225 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3811 W Chester Pike Building 2 2 | AddressLine1Txt |
| City | Newtown Square | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Steven C Graham | |||||||||
| 3811 W Chester Pike | Building 2 | Newtown Square | PA | 19073 | Chairman | 1.000 | $0 | $0 | $0 |
| monika k Briggs | |||||||||
| 3811 W Chester Pike | Building 2 | Newtown Square | PA | 19073 | President | 1.000 | $0 | $0 | $0 |
| Sandra Williamson | |||||||||
| 3811 W Chester Pike | Building 2 | Newtown Square | PA | 19073 | Secretary & Treasurer | 1.000 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The SWAG Soccer Program: The SWAG is a soccer training program focused on opportunities for young athletes ages 4 through 8 from Philadelphia's African-American and immigrant communities. The SWAG's focus is on providing accelerated technical development and professional coaching in a fun setting. | Description1Txt |
| Expenses1 | $325,996 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,906,648 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,906,648 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,906,648 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,600 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,818,048 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $290,902 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $290,902 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $290,902 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $290,902 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $290,902 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,199,248 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,199,248 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $290,902 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $941,301 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $462,276 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $338,398 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $222,486 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $543,130 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,507,591 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,199,248 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $290,902 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,908,346 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,415,937 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $941,301 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,474,636 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $462,276 | ExcessFromYear4Amt |
| Excess From Year3 | $338,398 | ExcessFromYear3Amt |
| Excess From Year2 | $222,486 | ExcessFromYear2Amt |
| Excess From Year1 | $543,130 | ExcessFromYear1Amt |
| Excess From Current Year | $1,908,346 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Steven Graham Chairman | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Monika Briggs | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3811 W Chester Pike Building 2 200 | AddressLine1Txt |
| City | Newtown Square | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4844200225 | RecipientPhoneNum |
| Recipient Email Address | mbriggs@grahampartners.net | RecipientEmailAddressTxt |
| Form And Info And Materials | Email - no specific information or materials required. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Benchmark School | ||||||||
| 2107 N Providence Rd | Media | PA | 19063 | None | PC | Educational support | $50,000 | |
| Bryn Mawr Hospital Foundation | ||||||||
| 130 South Bryn Mawr Avenue | Bryn Mawr | PA | 19010 | None | PC | Educational support | $5,000 | |
| Burke Mountain Academy | ||||||||
| 60 Alpine Lane | East Burke | VT | 05832 | None | PC | Educational support | $100,000 | |
| CHARITY FOR THE ARTS SPORTS & EDUCATION | ||||||||
| 3811 WEST CHESTER PIKE BUILDING 2 | NEWTOWN SQUARE | PA | 19073 | None | PC | Youth Athletic Program Support | $129,484 | |
| Chester Ridley Crum Watersheds Asstn | ||||||||
| PO Box 1355 | Edgemont | PA | 19028 | None | PC | Educational support | $2,500 | |
| Hospital for Special Surgery Fund Inc | ||||||||
| 353 East 70th Street | New York | NY | 10021 | None | PC | Educational support | $12,500 | |
| Logos Academy | ||||||||
| 250 W KING ST | York | PA | 17401 | None | PC | Educational support | $40,000 | |
| Lower Merion Soccer Club | ||||||||
| Box 360 | Bryn Mawr | PA | 19010 | None | PC | Youth Athletic Program Support | $5,000 | |
| Malvern Prepatory School | ||||||||
| 418 SOUTH WARREN AVENUE | MALVERN | PA | 19355 | None | PC | Educational support | $112,500 | |
| Minding Your Mind | ||||||||
| 124 Sibley Avenue | Ardmore | PA | 19003 | None | PC | Educational support | $2,000 | |
| Radnor Hunt Foundation | ||||||||
| 826 Providence Road | Malvern | PA | 19355 | None | PC | Youth Athletic Program Support | $20,000 | |
| St Joseph's Prepatory School | ||||||||
| c/o PJHS Scholarship Organization 1 | Scranton | PA | 18509 | None | PC | Educational support | $22,047 | 000 Wyoming Avenue |
| The Cooper Foundation Inc | ||||||||
| 101 Haddon Avenue Suite 302 | Camden | NJ | 08103 | None | PC | Educational support | $25,000 | |
| The Episcopal Academy | ||||||||
| 1785 BISHOP WHITE DR | Newtown Sq | PA | 19073 | None | PC | Educational support | $13,100 | |
| The Haverford School | ||||||||
| 450 LANCASTER AVE | HAVERFORD | PA | 19041 | None | PC | Educational support | $18,500 | |
| The Phelps School | ||||||||
| 583 SUGARTOWN ROAD | MALVERN | PA | 19355 | None | PC | Educational support | $20,000 | |
| The Shipley School | ||||||||
| 814 YARROW STREET | BRYN MAWR | PA | 19010 | None | PC | Educational support | $20,000 | |
| Trustees of Dartmouth College | ||||||||
| 6066 Development Office | Hanover | NH | 037554400 | None | PC | Educational support | $50,000 | |
| Ukrainian Orthodox Church of the USA | ||||||||
| PO Box 495 | South Bound Brook | NJ | 08880 | None | PC | Youth Athletic Program Support | $5,000 | |
| United States Futsal Federation | ||||||||
| 6114 La Salle Ave Suite 502 | Oakland | CA | 94611 | None | PC | Youth Athletic Program Support | $11,650 | |
| Urban Dance & Educational Foundation | ||||||||
| 8810 Jamacha Blvd Suite C 156 | Spring Valley | CA | 91977 | None | PC | Youth Athletic Program Support | $45,000 | |
| USA Dance Inc | ||||||||
| 2870 Kerrisdale Ridge Drive | Medford | OR | 97504 | None | PC | Youth Athletic Program Support | $50,000 | |
| Williams College | ||||||||
| 75 Park Street | Williamstown | MA | 01267 | None | PC | Educational support | $100,000 | |
| YSC Academy Inc | ||||||||
| 224 COUNTY LINE ROAD | WAYNE | PA | 19087 | None | PC | Educational support | $1,014,233 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,873,514 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
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 (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Graham Partners Inc | ||||||
| 1 | 3811 WEST CHESTER PIKE | NEWTOWN SQUARE | PA | 19073 | $557,237 | Yes (X) |
| Graham Family Hedge Fund Partners LP | ||||||
| 2 | C/O GRAHAM CAPITAL COMPANY 1420 SI | YORK | PA | 17403 | $1,033,333 | Yes (X) |
| Graham Alternative Investment Partners I LP | ||||||
| 3 | C/O GRAHAM CAPITAL COMPANY 1420 SI | YORK | PA | 17403 | $833,333 | Yes (X) |
| Graham Traditional Investment Partners I LP | ||||||
| 4 | C/O GRAHAM CAPITAL COMPANY 1420 SI | YORK | PA | 17403 | $200,000 | Yes (X) |
| Global Indemnity Group | ||||||
| 5 | 3 Bala Plaza East Suite 300 | Bala Cynwyd | PA | 19004 | $5,000 | Yes (X) |
| Graham Capital Company | ||||||
| 6 | 1420 SIXTH AVENUE | YORK | PA | 17403 | $50,000 | Yes (X) |
| Inverness Graham Investments Inc | ||||||
| 7 | 1275 Drummers Lane Suite 300 | Wayne | PA | 19087 | $50,000 | Yes (X) |
| Christina Morin | ||||||
| 8 | 852 Providence Road | Malvern | PA | 19355 | $10,000 | Yes (X) |
| LL Charitable Foundation | ||||||
| 9 | 2400 Market St STE 302 | Philadelphia | PA | 19103 | $50,000 | Yes (X) |
| CHARITY FOR THE ARTS SPORTS & EDUCATION | ||||||
| 10 | 3811 WEST CHESTER PIKE BUILDING 2 | NEWTOWN SQUARE | PA | 19073 | $25,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional Fees | CategoryTxt |
| Amt | $4,031 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,593 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Equipment | PropertyDesc |
| Current Year Expense | $1,131 | CurrentYearExpenseAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $4,598 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $4,598 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $18,588 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,786 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (21 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Insurance | $9,142 | $0 | $0 | $6,011 |
| Postage & Shipping | $479 | $0 | $0 | $479 |
| Bank Fees | $760 | $0 | $0 | $34 |
| Computer Software | $3,341 | $0 | $0 | $2,043 |
| Web Costs | $890 | $0 | $0 | $890 |
| apparel and uniforms | $27,806 | $0 | $0 | $27,806 |
| equipment | $7,961 | $0 | $0 | $7,961 |
| field and indoor rental | $9,063 | $0 | $0 | $9,063 |
| other program expense | $878 | $0 | $0 | $878 |
| background checks | $1,051 | $0 | $0 | $1,051 |
| storage unit rental | $3,328 | $0 | $0 | $3,328 |
| tournament and leagues | $42,530 | $0 | $0 | $42,530 |
| marketing and communication | $44,130 | $0 | $0 | $44,130 |
| registration fees | $671 | $0 | $0 | $671 |
| supplies | $584 | $0 | $0 | $584 |
| miscellaneous | $2,461 | $0 | $0 | $2,461 |
| processing fees | $382 | $0 | $0 | $382 |
| Donor Relations | $665 | $0 | $0 | $665 |
| Other Expense | $500 | $0 | $0 | $500 |
| Meals and Entertainment | $569 | $0 | $0 | $569 |
| staff training and education | $2,222 | $2,222 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Contract Services | CategoryTxt |
| Amt | $525 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $410 | DisbursementsCharitablePrpsAmt |
Comments