ELIZABETH B MCGRAW FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: ELIZABETH B MCGRAW FOUNDATION INC (EIN 13-3591829)
Tax period: 2017-10-01 to 2018-09-30
Filed: 2019-08-15
IRS object ID: 201942279349100414
Schema version: 2017v2.3
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
Investments Corp Stock Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-08-15T11:54:49-05:00	ReturnTs
Tax Period End	2018-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	651042803	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	OLSEN LYNCH & WRIGHT CPAS PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	334 W OLYMPIA AVENUE	AddressLine1Txt
City	PUNTA GORDA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	339504412	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2017-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	133591829	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ELIZABETH B MCGRAW FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ELIZ	BusinessNameControlTxt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1133 BAL HARBOR BLVD 1139 PMB 113	AddressLine1Txt
City	PUNTA GORDA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33950	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LEE MCGRAW	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Signature	2019-08-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	BRENDA J LYNCH	PreparerPersonNm
PTIN	P00504260	PTIN
Phone	9416390888	PhoneNum
Preparation	2019-08-15	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	167.68.16.49	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-08-15	IPDt
IP Tm	11:54:49	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	89CA6AAFACC2D57C1577A673FD5D91879E0589D1	AtSubmissionCreationDeviceId
At Submission Filing Device Id	679AEE731951ABB8C6DC16E3F044C99F2366BB8A	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$41,433,790	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$7,070	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$7,070	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$630,171	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$630,171	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,294,186	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$8,753,597	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,294,186	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,931,427	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,931,427	TotalNetInvstIncmAmt
Taxes Rev And Expnss	$2,525	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2,525	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$108,293	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$79,179	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$29,114	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$110,818	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$81,704	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$29,114	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,575,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,575,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,685,818	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$81,704	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$2,604,114	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$754,391	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,849,723	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$522,720	CashBOYAmt
Sav And Temp Cash Invst BOY	$274,492	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,529,517	SavAndTempCashInvstEOYAmt
Corporate Stock BOY	$14,372,684	CorporateStockBOYAmt
Corporate Stock EOY	$12,885,988	CorporateStockEOYAmt
Corporate Stock EOYFMV	$41,433,790	CorporateStockEOYFMVAmt
Total Assets BOY	$15,169,896	TotalAssetsBOYAmt
Total Assets EOY	$14,415,505	TotalAssetsEOYAmt
Total Assets EOYFMV	$41,433,790	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$15,169,896	CapitalStockBOYAmt
Capital Stock EOY	$14,415,505	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$15,169,896	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$14,415,505	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$15,169,896	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$14,415,505	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$15,169,896	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$754,391	ExcessRevenueOverExpensesAmt
Subtotal	$14,415,505	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$14,415,505	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BLACKROCK FDS HGH YLD BD PORTF	P	2017-12-26	2018-07-31	$778	$791	-$13	-$13
DB X TRACKERS MSCI EUROPE HEDGED	P	2015-02-03	2018-02-08	$275,444	$276,200	-$756	-$756
METROPOLITAN WEST FDS TOTAL RETURN	P		2018-07-31	$2,634,506	$2,720,801	-$86,295	-$86,295
MFS EMERGING MARKETS DEBT FD	P		2018-07-31	$60	$63	-$3	-$3
DEUTSCHE GLOBAL REAL ESTATE SEC	P	2008-03-10	2018-03-20	$275,590	$281,480	-$5,890	-$5,890
ORACLE CORP	P	2015-03-05	2018-03-05	$51,145	$43,845	$7,300	$7,300
METROPOLITAN WEST FDS TOTAL RETURN	P		2018-07-31	$896,158	$900,000	-$3,842	-$3,842
DISCOVER FINANCIAL SERVICES	P	2010-12-16	2018-03-05	$57,516	$13,837	$43,679	$43,679
PHILLIPS 66 COM	P		2018-03-05	$92,299	$74,647	$17,652	$17,652
PRINCIPAL PREFERRED SECURITIES FD	P		2018-03-20	$12,046	$12,334	-$288	-$288
EXPEDIA INC	P		2018-03-13	$58,086	$24,676	$33,410	$33,410
QUALCOMM INC	P	2016-03-23	2018-03-23	$82,310	$75,004	$7,306	$7,306
STEELPATH MLP ALPHA FUND	P		2018-03-20	$10,894	$13,636	-$2,742	-$2,742
EXTRA SPACE STORAGE INC	P		2018-03-08	$86,985	$62,516	$24,469	$24,469
S & P GLOBAL INC	P	1974-02-07	2018-03-12	$195,472	$469	$195,003	$195,003
ALERIAN MLP ETF FUND	P	2017-02-15	2018-03-09	$7,646	$9,364	-$1,718	-$1,718
FACEBOOK INC	P	2015-03-05	2018-04-20	$41,864	$20,332	$21,532	$21,532
S & P GLOBAL INC	P	1974-02-07	2018-03-13	$196,770	$469	$196,301	$196,301
ABERDEEN US SMALL CAP EQUITY FUND	P	2017-02-15	2018-07-31	$57,446	$50,000	$7,446	$7,446
FEDERATED INSTITUTIONAL HIGH YLD BD	P		2018-07-31	$495,776	$489,766	$6,010	$6,010
S & P GLOBAL INC	P	1974-02-07	2018-03-05	$759,794	$1,874	$757,920	$757,920
ADVANCE AUTO PARTS INC	P	2015-03-05	2018-03-05	$58,305	$76,340	-$18,035	-$18,035
GENERAL ELECTRIC CO	P	2012-01-23	2018-03-05	$14,446	$19,007	-$4,561	-$4,561
SCHLUMBERGER LIMITED	P	2010-07-13	2018-03-09	$68,728	$59,178	$9,550	$9,550
APPLE COMPUTER INC	P		2018-04-20	$83,626	$14,514	$69,112	$69,112
GENERAL ELECTRIC CO	P		2018-03-09	$73,421	$94,589	-$21,168	-$21,168
SMUCKER JM CO	P	2016-02-16	2018-03-05	$32,530	$31,700	$830	$830
BANK NEW YORK MELLON CORP	P	2017-02-15	2018-03-05	$61,807	$51,816	$9,991	$9,991
INTUIT INC	P	2014-02-20	2018-03-09	$86,865	$36,709	$50,156	$50,156
SOUTHWEST AIRLINES CO	P	2016-03-23	2018-03-05	$87,671	$66,743	$20,928	$20,928
IPATH DOW JONES UBS COMM INDEX	P	2018-03-10	2018-03-05	$61,652	$161,282	-$99,630	-$99,630
KROGER COMPANY	P		2018-03-09	$59,649	$90,190	-$30,541	-$30,541
STEELPATH MLP ALPHA FUND	P		2018-03-20	$45,534	$62,017	-$16,483	-$16,483
BLACKROCK FDS HGH YLD BD PORTF	P		2018-07-31	$437,426	$401,622	$35,804	$35,804
L BRANDS INC	P		2018-03-05	$66,027	$62,633	$3,394	$3,394
VF CORPORATION	P		2018-03-05	$59,220	$37,703	$21,517	$21,517
BRIGHTHOUSE FINANCIAL INC	P		2018-04-20	$4,649	$5,393	-$744	-$744
LAS VEGAS SANDS CORP	P		2018-03-09	$57,058	$40,838	$16,220	$16,220
ALLERGAN PLC	P	2016-03-23	2018-04-20	$40,152	$69,661	-$29,509	-$29,509
BRINDER INTL INC	P		2018-03-05	$54,077	$84,441	-$30,364	-$30,364
ESTEE LAUDER COMPANIES INC	P	2016-03-23	2018-04-20	$151,041	$93,784	$57,257	$57,257
LAZARD EMERG MKT EQY-INST	P	2018-08-17	2018-09-05	$392,203	$400,000	-$7,797	-$7,797
BRISTOL MYERS SQUIBB CO	P	2015-03-05	2018-03-09	$33,497	$33,068	$429	$429
MFS EMERGING MARKETS DEBT FD	P		2018-07-31	$1,277	$1,305	-$28	-$28
VANGUARD FTSE EMERGING MKT	P	2018-09-05	2018-09-24	$398,673	$392,774	$5,899	$5,899

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,294,186	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$1,911	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,726,103	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$38,187,543	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.045201	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,646,336	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$30,976,371	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.053148	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,552,007	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$32,100,152	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.048349	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,265,373	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$29,477,911	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.042926	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,494,817	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$24,614,058	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.060730	DistributionYr5Rt
Total Distribution	0.250354	TotalDistributionRt
Average Distribution	0.050071	AverageDistributionRt
Net Vl Noncharitable Assets	$40,776,295	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$2,041,710	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$18,497	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$2,060,207	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$2,604,114	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$18,497	InvestmentIncomeExciseTaxAmt
Subtotal	$18,497	SubtotalAmt
Tax Based On Investment Income	$18,497	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$37,473	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$37,473	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$75	EsPenaltyAmt
Overpayment	$18,901	OverpaymentAmt
Applied To ES Tax	$18,901	AppliedToESTaxAmt

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	NY	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	N/A	WebsiteAddressTxt
Individual With Books	MARJORIE L MCGRAW	IndividualWithBooksNm
Phone	7742381610	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1133 BAL HARBOR BLVD 1139 PMB 113	AddressLine1Txt
City	PUNTA GORDA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33950	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	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
LEE MCGRAW
1133 BAL HARBOR BLVD STE 1139 254	PUNTA GORDA	FL	33950	PRESIDENT	2.00	$0	$0	$0
JOHN MCGRAW
157 EEL RIVER RD	OSTERVILLE	MA	02655	DIRECTOR	2.00	$0	$0	$0
JOHN L MCGRAW JR
13905 49TH AVE CT NW	GIG HARBOR	WA	98332	DIRECTOR	2.00	$0	$0	$0
MARK MCGRAW
10553 ST ANDREWS RD	BOYNTON BEACH	FL	33436	DIRECTOR	2.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$40,626,245	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$771,009	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$41,397,254	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$41,397,254	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$620,959	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$40,776,295	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,038,815	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,038,815	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$18,497	TaxBasedOnInvestmentIncomeAmt
Total Tax	$18,497	TotalTaxAmt
Distributable Before Adj	$2,020,318	DistributableBeforeAdjAmt
Distributable Before Ded	$2,020,318	DistributableBeforeDedAmt
Distributable As Adjusted	$2,020,318	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,604,114	ExpensesAndContributionsAmt
Qualifying Distributions	$2,604,114	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$18,497	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$2,585,617	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,020,318	DistributableAsAdjustedAmt
Undistributed Income PY	$241,631	UndistributedIncomePYAmt
Qualifying Distributions	$2,604,114	QualifyingDistributionsAmt
Applied To Year1	$241,631	AppliedToYear1Amt
Applied To Current Year	$2,020,318	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$342,165	RemainingDistriFromCorpusAmt
Total Corpus	$342,165	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$342,165	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$342,165	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
GIRLS ON THE RUN
801 E MOREHEAD DT SUITE 2	CHARLOTTE	NC	28202	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
COTUIT CENTER FOR THE ARTS
4404 FALMOUTH RD	COTUIT	MA	02635	NONE	PC	GENERAL CHARITABLE PURPOSES	$100,000
UNIVERSITY OF PUGET SOUND
1500 N WARNER ST	TACOMA	WA	98416	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
STETSON UNIVERSITY
421 N WOODLAND BLVD	DELAND	FL	32723	NONE	PC	GENERAL CHARITABLE PURPOSES	$250,000
MSPCA SHELTER - CENTERVILLE
350 S HUNTINGTON AVE	BOSTON	MA	02130	NONE	PC	GENERAL CHARITABLE PURPOSES	$80,000
CHARLOTTE SYMPHONY ORCHESTRA
128 S TRYON ST STE 350	CHARLOTTE	NC	28202	NONE	PC	GENERAL CHARITABLE PURPOSES	$200,000
NORTON MUSEUM OF ART
1451 S OLIVE AVE	WEST PALM BEACH	FL	33401	NONE	PC	GENERAL CHARITABLE PURPOSES	$350,000
CAMP UKANDO
601 SW 2ND AVE STE 2300	PORTLAND	OR	97204	NONE	PC	GENERAL CHARITABLE PURPOSES	$200,000
WINTERTHUR MUSEUM
5105 KENNETT PIKE	WINTERTHUR	DE	19735	NONE	PC	GENERAL CHARITABLE PURPOSES	$380,000
BOYS AND GIRLS CLUB OF PUGET SOUND
8502 SKANSIE AVE	GIG HARBOR	WA	98332	NONE	PC	GENERAL CHARITABLE PURPOSES	$100,000
CAPE COD HEALTH CARE
27 PARK ST	HYANNIS	MA	02602	NONE	PC	GENERAL CHARITABLE PURPOSES	$500,000
JACK THE BIKE MAN
2406 FLORIDA AVE	WEST PALM BEACH	FL	33401	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
METROPOLITAN OPERA
30 LINCOLN CENTER PLAZA	NEW YORK	NY	10023	NONE	PC	GENERAL CHARITABLE PURPOSES	$100,000
CHARLOTTE PREPARATORY SCHOOL
365 ORLANDO BLVD	PT CHARLOTTE	FL	33954	NONE	PC	GENERAL CHARITABLE PURPOSES	$100,000
PLANNED PARENTHOOD
123 WILLIAM ST 10TH FLOO	NEW YORK	NY	10038	NONE	PC	GENERAL CHARITABLE PURPOSES	$100,000
PROVIDENCE HEALTH CARE FOUNDATION
601 W 1ST ST STE 200	SPOKANE	WA	99201	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
THE MUSIC WORKSHOP
3350 SE FRANCIS ST	PORTLAND	OR	97202	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,575,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$7,070	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$630,171	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,294,186	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,931,427	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,931,427	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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
EOY Book Value	$12,885,988	EOYBookValueAmt
EOYFMV	$41,433,790	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
CUSTODIAL MANAGEMENT FEES	$105,572	$79,179	$26,393
STATE FILING FEES	$910		$910
TRAVEL REIMBURSEMENT	$1,811		$1,811

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAX WITHHELD	CategoryTxt
Amt	$2,525	Amt
Net Investment Income	$2,525	NetInvestmentIncomeAmt

ELIZABETH B MCGRAW FOUNDATION INC: Form 990PF, tax year 2017

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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