SILVERBACK EDUCATIONAL FOUNDATION FOR THE ARTS DANCE AND ATHLETICS: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SILVERBACK EDUCATIONAL FOUNDATION FOR THE ARTS DANCE AND ATHLETICS (EIN 46-4902114)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349102053
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Sales Of Inventory List
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T09:01:52-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Monika K | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,515,727 | 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 | $7,022,000 | 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 | $124 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $124 | 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 | $7,022,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $123,058 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $123,058 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,984 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,883 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,679 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,320 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,685 | 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 | $366 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,803 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,803 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $158,777 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $151,144 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $300,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $281,573 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $283,540 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $283,540 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $584,527 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $565,113 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,437,473 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $67,810 | CashBOYAmt |
| Cash EOY | $6,510,087 | CashEOYAmt |
| Cash EOYFMV | $6,510,087 | CashEOYFMVAmt |
| Acct Rcvbl | $1,042 | AcctRcvblAmt |
| Acct Rcvbl BOY | $10,000 | 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 |
| 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 | $4,964 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $366 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $4,598 | LandEOYAmt |
| Land EOYFMV | $4,598 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $77,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,515,727 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,515,727 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,609 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,053 | 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 | $5,609 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,053 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $52,801 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,367,970 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $19,400 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,141,704 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $72,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,509,674 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $77,810 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,515,727 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $72,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,437,473 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,509,674 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,509,674 | 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 | Yes (true) | 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 2 200 | 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 | $281,573 | 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 | $446,356 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $446,356 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $446,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,695 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $439,661 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,983 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,983 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $21,983 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,983 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,983 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $565,113 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $565,113 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,983 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,317,249 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $941,301 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $462,276 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $338,398 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $222,486 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,281,710 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $565,113 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,983 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $543,130 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,824,840 | 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 | $1,317,249 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,507,591 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $941,301 | ExcessFromYear4Amt |
| Excess From Year3 | $462,276 | ExcessFromYear3Amt |
| Excess From Year2 | $338,398 | ExcessFromYear2Amt |
| Excess From Year1 | $222,486 | ExcessFromYear1Amt |
| Excess From Current Year | $543,130 | 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 (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Athletic Club of Fairhill Inc | |||||||
| 1205 E COLUMBIA AVE | Philadelphia | PA | 19125 | none | PC | Youth Athletic Program Support | $15,000 |
| City Athletics Community Partners | |||||||
| 25 W Pomona St | Philadelphia | PA | 19144 | none | PC | Youth Athletic Program Support | $2,500 |
| Conshohocken Rowing Center | |||||||
| 307 WASHINGTON ST | Conshohocken | PA | 19428 | none | PC | Youth Athletic Program Support | $2,500 |
| Holy Cross School | |||||||
| 240 NORTH BISHOP AVE | SPRINGFIELD | PA | 19064 | none | PC | Educational support | $5,545 |
| Logos Academy | |||||||
| 250 W KING ST | York | PA | 17401 | none | PC | Educational support | $81,362 |
| Malvern Preparatory School | |||||||
| 418 SOUTH WARREN AVENUE | MALVERN | PA | 19355 | none | PC | Educational support | $34,750 |
| Multicultural Community Family Services | |||||||
| 7016 TERMINAL SQ STE 3A | Upper Darby | PA | 19082 | none | PC | Youth Athletic Program Support | $5,000 |
| Mural Arts Philadelphia | |||||||
| 1727 MOUNT VERNON ST 29 | Philadelphia | PA | 19130 | none | PC | Educational support | $1,500 |
| The Episcopal Academy | |||||||
| 1785 BISHOP WHITE DR | Newtown Sq | PA | 19073 | none | PC | Educational support | $67,966 |
| The Haverford School | |||||||
| 450 LANCASTER AVE | HAVERFORD | PA | 19041 | none | PC | Educational support | $1,000 |
| The Phelps School | |||||||
| 583 SUGARTOWN ROAD | MALVERN | PA | 19355 | none | PC | Educational support | $1,000 |
| The Shipley School | |||||||
| 814 YARROW STREET | BRYN MAWR | PA | 19010 | none | PC | Educational support | $15,583 |
| YSC Academy Inc | |||||||
| 224 COUNTY LINE ROAD | WAYNE | PA | 19087 | none | PC | Educational support | $49,833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $283,539 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| LL Charitable Foundation | |||||||
| 1 | 2400 MARKET ST STE 302 | Philadelphia | PA | 19103 | $50,000 | Yes (X) | |
| Graham Partners Inc | |||||||
| 2 | 3811 West Chester Pike | Newtown Square | PA | 19073 | $837,825 | Yes (X) | |
| Graham Traditional Investment Partners I LP | |||||||
| 3 | c/o Graham Capital Company 1420 Six | York | PA | 17403 | $200,000 | Yes (X) | th Avenue |
| Graham Capital Company | |||||||
| 4 | 1420 Sixth Avenue | York | PA | 17403 | $50,000 | Yes (X) | |
| Inverness Graham Investments Inc | |||||||
| 5 | 1275 Drummers Lane Suite 300 | Wayne | PA | 19087 | $35,000 | Yes (X) | |
| Graham Family Hedge Fund Partners | |||||||
| 6 | c/o Graham Capital Company 1420 Six | York | PA | 17403 | $833,333 | Yes (X) | th Avenue |
| Steven Graham | |||||||
| 7 | 852 Providence Road | Malvern | PA | 19355 | $5,000,250 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional Fees | CategoryTxt |
| Amt | $6,679 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Equipment | PropertyDesc |
| Current Year Expense | $366 | 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 | $4,964 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $366 | AccumulatedDepreciationAmt |
| Book Value | $4,598 | BookValueAmt |
| EOYFMV | $4,598 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $6,984 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,883 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Insurance | $4,933 | |
| Postage & Shipping | $117 | $115 |
| Bank Fees | $744 | |
| Computer Software | $1,379 | $342 |
| Web Costs | $1,051 | $914 |
| apparel and uniforms | $13,585 | $13,585 |
| equipment | $27,328 | $27,328 |
| field and indoor rental | $22,307 | $22,307 |
| other program expense | $600 | $600 |
| background checks | $273 | $273 |
| storage unit rental | $418 | $418 |
| tournament and leagues | $28,135 | $28,135 |
| marketing and communication | $53,301 | $53,206 |
| registration fees | $618 | $618 |
| supplies | $276 | $276 |
| miscellaneous | $3,000 | $3,000 |
| processing fees | $283 | $5 |
| Books, Subscriptions, reference | $429 | $22 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Contract Services | CategoryTxt |
| Amt | $2,320 | Amt |
| Disbursements Charitable Prps | $1,685 | DisbursementsCharitablePrpsAmt |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Merchandise sales | CategoryTxt |
| Gross Sales | $124 | GrossSalesAmt |
| Cost Of Goods Sold | $124 | CostOfGoodsSoldAmt |
| Net | $0 | NetAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|
| Steven Graham | ||||
| 852 PROVIDENCE ROAD | Malvern | PA | 19355 | |
| Graham Family Hedge Fund Partners | ||||
| C/O GRAHAM CAPITAL COMPANY 1420 SIX | york | PA | 17403 | TH AVENUE |
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