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ELIZABETH B MCGRAW FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ELIZABETH B MCGRAW FOUNDATION INC (EIN 13-3591829)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-08-17
IRS object ID
202022309349100437
Schema version
2018v3.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-08-17T15:17:56-05:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN651042803PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OLSEN LYNCH & WRIGHT CPAS PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1334 W OLYMPIA AVENUEAddressLine1Txt
CityPUNTA GORDACityNm
State AbbreviationFLStateAbbreviationCd
ZIP339504412ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133591829EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELIZABETH B MCGRAW FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlELIZBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11133 BAL HARBOR BLVD 1139 PMB 113AddressLine1Txt
CityPUNTA GORDACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33950ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEE MCGRAWPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2019-08-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENDA J LYNCHPreparerPersonNm
PTINP00504260PTIN
Phone9416390888PhoneNum
Preparation2020-08-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.16.49IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-17IPDt
IP Tm15:17:56IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5D0280A0F7BC3FECD0BDDAC7B68987F93B77BE44AtSubmissionCreationDeviceId
At Submission Filing Device Id8C2BB82CAA6CC5ACBD1D8C4CA258DD2CB0EBF207AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$46,536,756FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$44,731InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$44,731InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$492,832DividendsRevAndExpnssAmt
Dividends Net Invst Incm$492,832DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,645,864NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$21,459,887GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,645,864CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,143OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,143OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$10,184,570TotalRevAndExpnssAmt
Total Net Invst Incm$10,184,570TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,850AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$17,685TaxesRevAndExpnssAmt
Taxes Net Invst Incm$17,685TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$78,695OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$55,179OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$23,516OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$99,230TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$75,714TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$23,516TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,120,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,120,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,219,230TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$75,714TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,143,516TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,965,340ExcessRevenueOverExpensesAmt
Net Investment Income$10,108,856NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,529,517SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$176,699SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$176,699SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$12,885,988CorporateStockBOYAmt
Corporate Stock EOY$22,204,146CorporateStockEOYAmt
Corporate Stock EOYFMV$46,360,057CorporateStockEOYFMVAmt
Total Assets BOY$14,415,505TotalAssetsBOYAmt
Total Assets EOY$22,380,845TotalAssetsEOYAmt
Total Assets EOYFMV$46,536,756TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$14,415,505CapitalStockBOYAmt
Retained Earning EOY$22,380,845RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$14,415,505TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,380,845TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,415,505TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,380,845TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,415,505TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,965,340ExcessRevenueOverExpensesAmt
Subtotal$22,380,845SubtotalAmt
Tot Net Ast Or Fund Balances EOY$22,380,845TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (164 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
BLACKROCK INFLATION PROTECTED BONDP2018-10-09$98$100-$2-$2
DIGITAL REALTY TRUST INCP2018-10-09$110,686$81,144$29,542$29,542
JANUS TRITON FDP2018-10-09$67,164$35,191$31,973$31,973
WALMART INCP2018-10-10$72,747$67,521$5,226$5,2262018-03-05
CONAGRA FOODS INCP2018-10-10$54,008$41,394$12,614$12,6142015-02-03
METLIFE INCP2018-10-10$47,426$44,320$3,106$3,106
TRAVELERS COS INCP2018-10-10$98,376$54,937$43,439$43,439
EOG RESOURCES INCP2018-10-10$103,051$37,005$66,046$66,0462010-09-14
FNMA 2012-29 CL PAP$7,387$7,442-$55-$552018-10-29
ALEXANDRIA REAL ESTATEP2019-07-17$10,612$10,308$304$3042019-02-26
US TREAS 3.5% 5/15/20P2019-06-25$162,131$160,921$1,210$1,2102018-10-17
CLEARBRIDGE SMALL CAPP2018-10-09$12,349$9,796$2,553$2,5532017-12-07
INVESCO EUROPEAN GROWTHP2018-10-09$569,664$540,389$29,275$29,275
JP MORGAN CHASE & COP2018-10-09$172,410$55,033$117,377$117,377
YUM BRANDS INCP2018-10-10$56,860$50,210$6,650$6,6502018-03-05
COSTCO WHOLESALE CORPP2018-10-10$157,015$64,139$92,876$92,876
MICROSOFT CORPP2018-10-10$272,890$108,104$164,786$164,786
TWENTY-FIRST CENTURY FOXP2018-10-10$56,583$28,088$28,495$28,495
EXPRESS SCRIPTS HOLDING COP2018-10-10$144,998$73,708$71,290$71,2902010-09-28
FNMA 2012-98 CL JPP2018-12-26$2,017$2,006$11$112018-10-31
ANHEUSER-BUSCH INBEV FINP2019-02-11$4,958$4,909$49$492018-10-17
AMERICREDIT AUTOMOBILE RECP2019-08-08$9,151$9,128$23$232018-10-29
INVESCO EUROPEAN GROWTHP2018-10-09$45,709$50,000-$4,291-$4,2912018-02-08
JANUS TRITON FDP2018-10-09$148,904$90,473$58,431$58,431
OPP/STELLPATHP2018-10-09$81,113$70,212$10,901$10,901
ALPHABET INCP2018-10-10$111,124$44,949$66,175$66,175
CVS HEALTH CORPP2018-10-10$80,072$101,960-$21,888-$21,8882016-03-23
NEXTERA ENERGY INCP2018-10-10$87,295$27,737$59,558$59,558
US BANCORPP2018-10-10$125,535$108,608$16,927$16,927
ISHARES GOLD TRUSTP$234$234$234
FNMA AJ9355P2018-12-26$1,275$1,258$17$172018-11-01
APACHE CORPP2018-06-21$6,090$6,000$90$902018-10-17
FHLMC 3822 CL VEP$13,146$13,298-$152-$1522018-10-24
JANUS TRITON FDP2018-10-09$10,864$9,696$1,168$1,1682017-12-19
JP MORGAN CHASE & COP2018-10-09$206,892$113,953$92,939$92,939
PRINCIPAL PREFERRED SECP2018-10-09$405,377$399,994$5,383$5,383
ALPHABET INCP2018-10-10$111,990$45,051$66,939$66,939
DOWDUPONT INCP2018-10-10$74,276$58,504$15,772$15,772
NXP SEMICONDUCTORSP2018-10-10$39,555$41,335-$1,780-$1,7802016-03-23
VISA INCP2018-10-10$277,215$114,544$162,671$162,671
MCKESSON CORPP2018-10-10$69,133$30,014$39,119$39,1192010-09-14
FNMA 2005-39 CL GLP2018-12-26$1,005$1,040-$35-$352018-10-31
APACHE CORPP2019-06-21$4,064$3,968$96$962019-03-05
FNMA 1993-139 CL ZQP$14,886$15,788-$902-$9022018-10-31
JANUS HENDERSON EUROPE FOCUSP2018-10-09$161,752$175,000-$13,248-$13,2482018-02-08
LAMB WESTON HLDGS INCP2018-10-09$37,337$12,732$24,605$24,6052015-02-03
ROPER TECHNOLOGIES INCP2018-10-09$173,965$39,791$134,174$134,1742010-10-08
AMAZON.COM INCP2018-10-10$455,642$77,689$377,953$377,953
ECOLAB INCP2018-10-10$154,150$55,133$99,017$99,017
OCCIDENTAL PETROLEUM CORPP2018-10-10$100,361$99,743$618$618
WALT DISNEY COP2018-10-10$116,036$97,303$18,733$18,733
NIKE INCP2018-10-10$271,124$50,899$220,225$220,2252008-03-10
FNMA 2011-15 CL GAP2018-12-26$2,992$3,061-$69-$692018-10-30
CELGENE CORPP2018-05-07$20,300$20,207$93$93
FNMA 2014-21 CL EAP$16,842$16,324$518$5182018-11-19
MATTHEWS JAPAN FUNDP2018-10-09$14,136$14,350-$214-$2142017-12-06
MATTHEWS JAPAN FUNDP2018-10-09$456,974$400,000$56,974$56,9742017-04-20
TRANSDIGM GROUP INCP2018-10-09$104,818$5,034$99,784$99,7842010-10-08
AMERICAN WATER WORKS CO INCP2018-10-10$68,706$21,443$47,263$47,2632011-08-25
EOG RESOURCES INCP2018-10-10$25,763$17,917$7,846$7,8462015-03-05
PARKER HANNIFIN CORPP2018-10-10$43,462$20,270$23,192$23,1922012-01-23
ALPHABET INCP2018-10-10$83,745$19,568$64,177$64,1772010-02-25
NORFOLK SOUTHERN CORPP2018-10-10$175,058$50,779$124,279$124,2792010-02-25
S & P GLOBAL INCP$4,285,846$8,402$4,277,444$4,277,444
CITIGROUP INCP$20,534$20,054$480$480
FNMA 2012-29 CL PAP$16,737$16,862-$125-$1252018-10-29
OPP/STELLPATHP2018-10-09$16,583$15,807$776$776
MFS EMERGING MKTSP2018-10-09$5$52016-05-31
FIDELITY 500 INDEX FDP2018-11-28$182,018$184,327-$2,309-$2,3092018-10-10
BECTON DICKINSON & COP2018-10-10$100,144$59,263$40,881$40,881
EXPRESS SCRIPTS HOLDING COP2018-10-10$24,166$11,414$12,752$12,7522011-11-30
PEPSICO INCP2018-10-10$27,216$15,335$11,881$11,8812011-09-08
ALPHABET INCP2018-10-10$83,993$19,516$64,477$64,4772010-02-25
PARKER HANNIFIN CORPP2018-10-10$69,540$30,562$38,978$38,978
FIDELITY 500 INDEX FDP2019-07-26$220,036$203,663$16,373$16,3732018-10-10
ENTERTAINMENT PROPERTIESP2019-08-15$22,150$20,930$1,220$1,220
FNMA 2012-98 CL JPP$13,578$13,508$70$702018-10-31
PINNACLE FOODS INCP2018-10-09$65,789$57,075$8,714$8,7142018-03-05
OPP/STELLPATHP2018-10-09$152,235$137,602$14,633$14,633
FIDELITY 500 INDEX FDP2018-12-07$182,005$191,874-$9,869-$9,8692018-10-10
BOEING COP2018-10-10$186,311$51,000$135,311$135,3112013-07-02
FACEBOOK INCP2018-10-10$116,208$53,612$62,596$62,596
PFIZER INCP2018-10-10$136,157$98,697$37,460$37,460
AMERIPRISE FINANCIAL INCP2018-10-10$220,889$76,901$143,988$143,988
PEPSICO INCP2018-10-10$92,533$59,084$33,449$33,4492008-03-10
ISHARES CORE MSCI EMERGINGP2018-09-24$196,616$211,878-$15,262-$15,2622018-09-24
NBC UNIVERSAL MEDIA LLCP2019-09-03$10,200$10,121$79$792018-10-17
FNMA AJ9355 3% 1/1/27P$11,599$11,447$152$1522018-11-01
PRINCIPAL PREFERRED SECP2018-10-09$18,034$18,493-$459-$459
PRINCIPAL PREFERRED SECP2018-10-09$83,487$84,443-$956-$956
MICROSOFT CORPP2018-10-10$54,578$47,572$7,006$7,0062018-04-20
BORGWARNER INCP2018-10-10$9,985$15,545-$5,560-$5,5602015-03-05
FIDELITY NATIONAL INFO SERVP2018-10-10$106,466$62,472$43,994$43,9942016-03-23
PROCTER & GAMBLE COP2018-10-10$37,036$31,786$5,250$5,250
ANADARKO PETROLEUM CORPP2018-10-10$62,051$42,900$19,151$19,1512010-07-13
PROCTER & GAMBLE COP2018-10-10$41,152$14,125$27,027$27,0272000-06-09
ISHARES INC MSCI JAPANP$284,853$296,186-$11,333-$11,333
NEWELL RUBBERMAID INCP2019-02-28$19,528$19,551-$23-$23
FNMA 2004-29 CL ZP$5,400$5,616-$216-$2162018-12-17
SPROUTS FARMERS MARKET INCP2018-10-09$52,942$49,020$3,922$3,9222018-04-20
REGAL BELOIT CORPP2018-10-09$83,049$62,027$21,022$21,022
NVIDIA CORPP2018-10-10$127,083$116,441$10,642$10,642
CHUBB LTDP2018-10-10$67,734$57,957$9,777$9,7772016-02-16
GILEAD SCIENCES INCP2018-10-10$229,730$64,479$165,251$165,251
PROLOGIS INCP2018-10-10$133,383$81,556$51,827$51,827
APPLE INCP2018-10-10$894,928$69,811$825,117$825,1172008-03-10
ANHEUSER-BUSCH IN BEV FINP2018-12-14$4,936$4,909$27$272018-10-17
OAKMARK INTERNATIONALP2019-05-16$100,000$110,997-$10,997-$10,997
RABOBANK NEDERLANDP2019-03-07$10,281$10,182$99$992018-10-18
FNMA 2005-39 CL GLP$9,002$9,308-$306-$3062018-10-31
TJX COMPANIES INCP2018-10-17$111,479$82,695$28,784$28,7842018-04-20
TRANSDIGM GROUP INCP2018-10-09$34,939$3,820$31,119$31,1192011-09-28
OAKMARK INTERNATIONALP2018-12-21$150,000$191,955-$41,955-$41,9552018-08-17
CHEVRON CORPP2018-10-10$112,347$111,209$1,138$1,138
HALLIBURTON COP2018-10-10$82,205$71,272$10,933$10,9332016-03-23
PRUDENTIAL FINANCIAL INCP2018-10-10$147,852$91,854$55,998$55,998
BORGWARNER INCP2018-10-10$39,540$35,322$4,218$4,2182010-12-16
CANADIAN IMPERIAL BANKP2018-10-22$9,767$9,781-$14-$142018-10-17
PGIM GLOBAL REAL ESTATE FUNDP2019-02-01$231,203$227,084$4,119$4,119
REGIONS FINANCIAL CORPP2019-03-21$10,084$9,929$155$1552018-10-17
FNMA 2005-88 CL ZCP$8,966$9,505-$539-$5392018-12-14
ABERDEEN EMER MKTSP2018-10-09$284,156$300,000-$15,844-$15,8442017-04-27
AMETEK INCP2018-10-09$155,106$24,696$130,410$130,410
ONEOK INCP2018-10-10$68,003$58,040$9,963$9,9632018-04-20
CIGNA CORPP2018-10-10$74,746$46,690$28,056$28,0562016-02-16
HOME DEPOT INCP2018-10-10$196,642$77,865$118,777$118,777
SALESFORCE.COM INCP2018-10-10$71,114$31,210$39,904$39,9042014-02-20
CELGENE CORPP2018-10-10$171,915$27,050$144,865$144,8652005-10-03
GENERAL MOTORS IINL COP2018-10-19$9,515$9,551-$36-$362018-10-17
PRIMECAP ODYSSEY STOCK FDP2019-07-16$200,415$195,787$4,628$4,6282018-10-10
REYNOLDS AMERICAN INCP2019-05-07$10,242$10,030$212$2122018-10-17
FNMA 2011-15 CL GAP$12,799$13,095-$296-$2962018-10-30
ALERIAN MLP ETFP2018-10-09$54,182$65,600-$11,418-$11,4182017-02-15
DEUTSCHE GLB REAL ESTP2018-10-09$219,061$189,043$30,018$30,018
PAYPAL HOLDINGS INCP2018-10-10$77,741$78,920-$1,179-$1,1792018-03-05
CISCO SYSTEMS INCP2018-10-10$105,428$66,044$39,384$39,3842015-03-05
INTEL CORPP2018-10-10$102,527$75,968$26,559$26,5592015-03-05
SEALED AIR CORPP2018-10-10$46,082$57,710-$11,628-$11,6282015-03-05
CHEVRON CORPP2018-10-10$68,656$39,181$29,475$29,4752010-02-25
FHLMC 3822 CL VEP$3,222$3,259-$37-$372018-10-24
SCHWAB US TIPS ETFP2019-06-19$552,065$542,639$9,426$9,426
SIMON PROPERTY GROUPP2019-05-01$5,014$4,817$197$1972018-10-17
OPPENHEIMER STEELPATH MLPP2018-11-21$30$33-$3-$3
BLACKROCK INFLATION PROTECTED BONDP2018-10-09$143,832$149,665-$5,833-$5,8332017-02-15
IPATH BLOOMBERG COMMODITYP2018-10-09$121,849$322,564-$200,715-$200,7152008-03-10
PIMCO COMMODITYP2018-11-09$327,575$356,518-$28,943-$28,943
CITIGROUP INCP2018-10-10$140,800$94,877$45,923$45,923
MCKESSON CORPP2018-10-10$34,567$19,914$14,653$14,653
T-MOBILE US INCP2018-10-10$68,765$32,910$35,855$35,8552015-03-05
CITIGROUP INCP2018-10-10$57,764$36,940$20,824$20,8242010-12-16
FNMA 1993-139 CL ZQP2018-12-26$2,474$2,624-$150-$1502018-10-31
VANGUARD MID-CAP ETFP2019-04-10$197,814$196,165$1,649$1,6492018-08-17
US TREAS 2% 11/30/20P2019-07-30$75,056$73,620$1,436$1,4362018-10-17
OPPENHEIMER STEELPATH MLPP2018-11-21$1,415$1,286$129$1292016-02-05
CLEARBRIDGE SMALL CAPP2018-10-09$362,620$223,466$139,154$139,154
ISHARES MSCI PACIFIC EX-JAPANP2018-10-09$216,907$231,305-$14,398-$14,3982010-12-22
SYSCO CORPP2018-10-10$71,668$59,729$11,939$11,9392018-03-05
COMCAST CORPP2018-10-10$70,824$57,550$13,274$13,2742016-02-16
MERCK & COP2018-10-10$108,236$69,345$38,891$38,891
THERMO FISHER SCIENTIFIC INCP2018-10-10$236,445$57,246$179,199$179,199
DISCOVER FINANCIAL SERVICESP2018-10-10$76,779$18,450$58,329$58,3292010-12-16
FNMA 2014-21 CL EAP2018-12-26$2,114$2,049$65$652018-11-19
ISHARES GOLD TRUSTP$764$764$764
US TREAS 3.375% 11/15/19P2019-06-20$160,813$160,413$400$4002018-10-17
FieldValueIRS element (for citing)
Capital Gain Net Income$9,645,864CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$4,276,446NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,585,617AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$40,776,295NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.063410DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,726,103AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$38,187,543NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045201DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,646,336AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$30,976,371NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053148DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,552,007AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$32,100,152NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048349DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,265,373AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$29,477,911NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.042926DistributionYr5Rt
Total Distribution0.253034TotalDistributionRt
Average Distribution0.050607AverageDistributionRt
Net Vl Noncharitable Assets$42,580,110NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,154,852AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$101,089NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,255,941AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,143,516QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$202,177InvestmentIncomeExciseTaxAmt
Subtotal$202,177SubtotalAmt
Tax Based On Investment Income$202,177TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$18,901EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$18,901TotalPaymentsAndCreditsAmt
Tax Due$183,276TaxDueAmt

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 StateNYOrgReportOrRegisterStateCd
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 BooksMARJORIE L MCGRAWIndividualWithBooksNm
Phone7742381610PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11133 BAL HARBOR BLVD 1139 PMB 113AddressLine1Txt
CityPUNTA GORDACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33950ZIPCd
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
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LEE MCGRAW
1133 BAL HARBOR BLVD STE 1139 254PUNTA GORDAFL33950PRESIDENT000.00$0$0$0
JOHN MCGRAW
157 EEL RIVER RDOSTERVILLEMA02655DIRECTOR000.00$0$0$0
JOHN L MCGRAW JR
13905 49TH AVE CT NWGIG HARBORWA98332DIRECTOR000.00$0$0$0
MARK MCGRAW
10553 ST ANDREWS RDBOYNTON BEACHFL33436DIRECTOR000.00$0$0$0
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$42,580,624AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$647,914AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$43,228,538TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$43,228,538AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$648,428CashDeemedCharitableAmt
Net Vl Noncharitable Assets$42,580,110NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,129,006MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,129,006MinimumInvestmentReturnAmt
Tax Based On Investment Income$202,177TaxBasedOnInvestmentIncomeAmt
Total Tax$202,177TotalTaxAmt
Distributable Before Adj$1,926,829DistributableBeforeAdjAmt
Distributable Before Ded$1,926,829DistributableBeforeDedAmt
Distributable As Adjusted$1,926,829DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,143,516ExpensesAndContributionsAmt
Qualifying Distributions$2,143,516QualifyingDistributionsAmt
Adjusted Qualifying Distri$2,143,516AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,926,829DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$342,165ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$342,165TotalExcessDistributionCyovAmt
Qualifying Distributions$2,143,516QualifyingDistributionsAmt
Applied To Current Year$1,926,829AppliedToCurrentYearAmt
Remaining Distri From Corpus$216,687RemainingDistriFromCorpusAmt
Total Corpus$558,852TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$558,852ExcessDistriCyovToNextYrAmt
Excess From Year1$342,165ExcessFromYear1Amt
Excess From Current Year$216,687ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GIRLS ON THE RUN
801 E MOREHEAD DR SUITE 2CHARLOTTENC28202NONEPCGENERAL CHARITABLE PURPOSES$25,000
COTUIT CENTER FOR THE ARTS
4404 FALMOUTH RDCOTUITMA02635NONEPCGENERAL CHARITABLE PURPOSES$125,000
UNIVERSITY OF PUGET SOUND
1500 N WARNER STTACOMAWA98416NONEPCGENERAL CHARITABLE PURPOSES$100,000
MSPCA SHELTER - CENTERVILLE
350 S HUNTINGTON AVEBOSTONMA02130NONEPCGENERAL CHARITABLE PURPOSES$75,000
CHARLOTTE SYMPHONY ORCHESTRA
128 S TRYON ST STE 350CHARLOTTENC28202NONEPCGENERAL CHARITABLE PURPOSES$200,000
NORTON MUSEUM OF ART
1451 S OLIVE AVEWEST PALM BEACHFL33401NONEPCGENERAL CHARITABLE PURPOSES$100,000
CAMP UKANDO
601 SW 2ND AVE STE 2300PORTLANDOR97204NONEPCGENERAL CHARITABLE PURPOSES$300,000
BOYS AND GIRLS CLUB OF PUGET SOUND
8502 SKANSIE AVEGIG HARBORWA98332NONEPCGENERAL CHARITABLE PURPOSES$150,000
CAPE COD HEALTH CARE
27 PARK STHYANNISMA02602NONEPCGENERAL CHARITABLE PURPOSES$400,000
JACK THE BIKE MAN
2406 FLORIDA AVEWEST PALM BEACHFL33401NONEPCGENERAL CHARITABLE PURPOSES$30,000
METROPOLITAN OPERA
30 LINCOLN CENTER PLAZANEW YORKNY10023NONEPCGENERAL CHARITABLE PURPOSES$100,000
CHARLOTTE PREPARATORY SCHOOL
365 ORLANDO BLVDPT CHARLOTTEFL33954NONEPCGENERAL CHARITABLE PURPOSES$100,000
PLANNED PARENTHOOD
123 WILLIAM ST 10TH FLOONEW YORKNY10038NONEPCGENERAL CHARITABLE PURPOSES$100,000
HARBORSIDE CENTER FOR THE ARTS
1133 BAL HARBOR BLVDPUNTA GORDAFL33950NONEPCGENERAL CHARITABLE PURPOSES$200,000
VISUAL ARTS CENTER OF CHARLOTTE CO
210 MAUDE STPUNTA GORDAFL33950NONEPCGENERAL CHARITABLE PURPOSES$50,000
MUSIC WORKSHOP
4804 SW SCHOLLS FERRY RDPORTLANDOR97225NONEPCGENERAL CHARITABLE PURPOSES$20,000
CANNON THEATER GROUP
410 GREAT RDLITTLETONMA01460NONEPCGENERAL CHARITABLE PURPOSES$10,000
CLEWISTON MUSEUM
109 CENTRAL AVECLEWISTONFL33440NONEPCGENERAL CHARITABLE PURPOSES$35,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,120,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,731ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$492,832ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,143ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,645,864ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,184,570ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,184,570TotalIncomeProducingActyAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$2,850Amt
Net Investment Income$2,850NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$22,204,146EOYBookValueAmt
EOYFMV$46,360,057EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
CUSTODIAL MANAGEMENT FEES$73,572$55,179$18,393
STATE FILING FEES$750$750
TRAVEL REIMBURSEMENT$4,373$4,373

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCLASS ACTION SETTLEMENTSDesc
Revenue And Expenses Per Books$1,143RevenueAndExpensesPerBooksAmt
Net Investment Income$1,143NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$17,685Amt
Net Investment Income$17,685NetInvestmentIncomeAmt

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