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GRAHAM FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
GRAHAM FAMILY FOUNDATION (EIN 59-3547474)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202113159349101331
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-11T09:31:37-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN590548468PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PURVIS GRAY & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11560 N ORANGE AVE SUITE 450AddressLine1Txt
CityWINTER PARKCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32789ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593547474EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GRAHAM FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGRAHBusinessNameControlTxt
Phone3866714888PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1275 CLYDE MORRIS BLVDAddressLine1Txt
CityORMOND BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32174ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM J VOGESPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3866714888PhoneNum
Signature2021-11-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAM JPersonFirstNm
Person LastVOGESPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINA M QUINN CPAPreparerPersonNm
PTINP01880735PTIN
Phone3523782461PhoneNum
Preparation2021-11-04PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$191,075FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$816InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,646DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,646DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,387NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,387GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,387CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,463OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$792OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$11,312TotalRevAndExpnssAmt
Total Net Invst Incm$9,834TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$500OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$1InterestRevAndExpnssAmt
Interest Net Invst Incm$1InterestNetInvstIncmAmt
Taxes Rev And Expnss$48TaxesRevAndExpnssAmt
Taxes Net Invst Incm$48TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,405OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,289OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,954TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,838TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,954TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,838TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$16,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,642ExcessRevenueOverExpensesAmt
Net Investment Income$7,996NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$14,765SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,746SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,746SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$190AcctRcvblAmt
Acct Rcvbl BOY$209AcctRcvblBOYAmt
Acct Rcvbl EOY$190AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$190AcctRcvblEOYFMVAmt
Other Investments BOY$155,375OtherInvestmentsBOYAmt
Other Investments EOY$142,771OtherInvestmentsEOYAmt
Other Investments EOYFMV$170,139OtherInvestmentsEOYFMVAmt
Total Assets BOY$170,349TotalAssetsBOYAmt
Total Assets EOY$163,707TotalAssetsEOYAmt
Total Assets EOYFMV$191,075TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$170,349RetainedEarningBOYAmt
Retained Earning EOY$163,707RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$170,349TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$163,707TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$170,349TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$163,707TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$170,349TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,642ExcessRevenueOverExpensesAmt
Subtotal$163,707SubtotalAmt
Tot Net Ast Or Fund Balances EOY$163,707TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RCP K-1 STCGP$80$80$80
RCP K-1 LTCGP$7,307$7,307$7,307
FieldValueIRS element (for citing)
Capital Gain Net Income$7,387CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$80NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$111InvestmentIncomeExciseTaxAmt
Subtotal$111SubtotalAmt
Tax Based On Investment Income$111TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$200EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$100ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$300TotalPaymentsAndCreditsAmt
Overpayment$189OverpaymentAmt
Applied To ES Tax$189AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM J VOGESIndividualWithBooksNm
Phone3866714888PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1275 CLYDE MORRIS BLVDAddressLine1Txt
CityORMOND BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32174ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonWILLIAM J VOGESPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1275 CLYDE MORRIS BLVDAddressLine1Txt
CityORMOND BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32174ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$161,894AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,673AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$133FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$173,700TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$173,700AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,606CashDeemedCharitableAmt
Net Vl Noncharitable Assets$171,094NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,555MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,555MinimumInvestmentReturnAmt
Tax Based On Investment Income$111TaxBasedOnInvestmentIncomeAmt
Total Tax$111TotalTaxAmt
Distributable Before Adj$8,444DistributableBeforeAdjAmt
Distributable Before Ded$8,444DistributableBeforeDedAmt
Distributable As Adjusted$8,444DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,000ExpensesAndContributionsAmt
Qualifying Distributions$16,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$16,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,444DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$6,240ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$23,427ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$29,667TotalExcessDistributionCyovAmt
Qualifying Distributions$16,000QualifyingDistributionsAmt
Applied To Current Year$8,444AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,556RemainingDistriFromCorpusAmt
Total Corpus$37,223TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$37,223ExcessDistriCyovToNextYrAmt
Excess From Year4$6,240ExcessFromYear4Amt
Excess From Year2$23,427ExcessFromYear2Amt
Excess From Current Year$7,556ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LA'AKEA VILLAGE
639 BALDWIN AVEPAIAHI96779PCOPERATIONAL$5,000
IMUA FAMILY SERVICES
161 S WAKEA AVEKAHULUIHI96732PCOPERATIONAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$816ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,646ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,387ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
REFUND OF INVESTMENT EXPENS14$792
FEDERAL TAX PAYMENTS14$671

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,312ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,312TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,000Amt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT - ROOT CAPITAL PARTNERSCategoryOrItemTxt
Book Value$142,771BookValueAmt
EOYFMV$170,139EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
RCP K-1 INVESMENT MGMT FEES$1,289$1,289
K-1 INVEST FEES ALLOC TO T/E$116

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
REFUND OF INVESTMENT EXPENSES$792$792
FEDERAL TAX PAYMENTS$671

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$500Amt
Net Investment Income$500NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryRCP K-1 FOREIGN TAXES PAIDCategoryTxt
Amt$48Amt
Net Investment Income$48NetInvestmentIncomeAmt

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