GRAHAM FOUNDATION FOR ADVANCED STUDIES IN THE FINE ARTS: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GRAHAM FOUNDATION FOR ADVANCED STUDIES IN THE FINE ARTS (EIN 36-2356089)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201733179349101783
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T15:02:47-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362356089 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Graham Foundation for Advanced Studies in the Fine Arts | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAH | BusinessNameControlTxt |
| Phone | 3127874071 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 West Burton Place | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606101416 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ross Wimer | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John Woodhull | PreparerPersonNm |
| PTIN | P01305268 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,908,060 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $280 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $280 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $453,535 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $401,231 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $267,664 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,623,523 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $762,966 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $19,825 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $19,290 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $535 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $670 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $54,820 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $722,684 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,219,297 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $162,498 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $162,498 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $378,087 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $378,087 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $130,598 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $125,547 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,602 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $801 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $801 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $116,864 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $58,432 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $268,355 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $109,020 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $66,861 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,408 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,719 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $48,408 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $81,936 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $55,183 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $56,408 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $50,641 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $61,921 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $13,171 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $24,220 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $267,240 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,005 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $247,286 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,581,583 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $172,977 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,172,037 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $949,679 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $939,679 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,531,262 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $172,977 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,111,716 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,808,578 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,046,320 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $171,554 | CashBOYAmt |
| Cash EOY | $4,322,599 | CashEOYAmt |
| Cash EOYFMV | $4,322,599 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $354,801 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $350,731 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $350,731 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,244 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $18,464 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,244 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,244 | 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 |
| Inventories BOY | $28,590 | InventoriesBOYAmt |
| Inventories EOY | $25,621 | InventoriesEOYAmt |
| Inventories EOYFMV | $25,621 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $34,263 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $27,279 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $27,279 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,438,304 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,250,188 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,250,188 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,529,494 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,810,317 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,810,317 | 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 | $14,525,219 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,821,915 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,821,915 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,853,598 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,556,300 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,323,187 | LandBOYAmt |
| Land EOY | $1,297,298 | LandEOYAmt |
| Land EOYFMV | $1,297,298 | LandEOYFMVAmt |
| Other Assets BOY | $508 | OtherAssetsBOYAmt |
| Other Assets EOY | $868 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $868 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $43,424,384 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,908,060 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,908,060 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $143,152 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $106,733 | AccountsPayableEOYAmt |
| Grants Payable BOY | $30,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $40,000 | GrantsPayableEOYAmt |
| 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 | $173,152 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $146,733 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $40,493,734 | UnrestrictedBOYAmt |
| Unrestricted EOY | $40,043,385 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $1,707,498 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $1,667,942 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $1,050,000 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $1,050,000 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,251,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,761,327 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,424,384 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,908,060 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,251,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,808,578 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,318,673 | OtherIncreasesAmt |
| Subtotal | $42,761,327 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,761,327 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Partnership Investment Securities | PropertyDesc |
| Gross Sales Price | $762,966 | GrossSalesPriceAmt |
| Gain Or Loss | $762,966 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $762,966 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $762,966 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,308,623 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $43,478,575 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053098 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,336,336 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $44,215,960 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052839 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,112,149 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $42,073,255 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050202 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,972,401 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $39,682,121 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049705 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,082,974 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $40,522,276 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051403 | DistributionYr5Rt |
| Total Distribution | 0.257247 | TotalDistributionRt |
| Average Distribution | 0.051449 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $40,447,623 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,080,990 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,463 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,091,453 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,111,716 | 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 | $10,463 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,463 | SubtotalAmt |
| Tax Based On Investment Income | $10,463 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $73,341 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $73,341 | TotalPaymentsAndCreditsAmt |
| Overpayment | $62,878 | OverpaymentAmt |
| Applied To ES Tax | $62,878 | AppliedToESTaxAmt |
| 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 | www.GRAHAMFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | Sarah Herda | IndividualWithBooksNm |
| Phone | 3127874071 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 West Burton | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | 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 |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| ROSS WIMER | ||||||||
| 4 WEST BURTON | CHICAGO | IL | 606101416 | PRESIDENT | 3.000 | $0 | $0 | $0 |
| CHANDRA GOLDSMITH | ||||||||
| 4 WEST BURTON | CHICAGO | IL | 606101416 | VICE PRESIDENT | 3.000 | $0 | $0 | $0 |
| RENA CONTI | ||||||||
| 4 WEST BURTON | CHICAGO | IL | 606101416 | TREASURER | 3.000 | $0 | $0 | $0 |
| SEAN KELLER | ||||||||
| 4 WEST BURTON | CHICAGO | IL | 606101416 | SECRETARY | 3.000 | $0 | $0 | $0 |
| DAVID BROWN | ||||||||
| 4 WEST BURTON | CHICAGO | IL | 606101416 | TRUSTEE | 1.000 | $0 | $0 | $0 |
| THEASTER GATES | ||||||||
| 4 WEST BURTON | CHICAGO | IL | 606101416 | TRUSTEE | 1.000 | $0 | $0 | $0 |
| RANDALL KROSZNER | ||||||||
| 4 WEST BURTON | CHICAGO | IL | 606101416 | TRUSTEE | 1.000 | $0 | $0 | $0 |
| ERIC MCKISSACK | ||||||||
| 4 WEST BURTON | CHICAGO | IL | 606101416 | TRUSTEE | 1.000 | $0 | $0 | $0 |
| JOHN RONAN | ||||||||
| 4 WEST BURTON | CHICAGO | IL | 606101416 | TRUSTEE | 1.000 | $0 | $0 | $0 |
| JOHN SYVERTSEN | ||||||||
| 4 WEST BURTON | CHICAGO | IL | 606101416 | TRUSTEE | 1.000 | $0 | $0 | $0 |
| SARAH HERDA | ||||||||
| 4 WEST BURTON | CHICAGO | IL | 606101416 | EXECUTIVE DIRECTOR | 40.000 | $150,461 | $12,037 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Ellen Alderman | ||||||||
| 4 WEST BURTON | CHICAGO | IL | 606101416 | Program Manager | 40.000 | $64,890 | $5,191 | $0 |
| Carolyn Kelly | ||||||||
| 4 WEST BURTON | CHICAGO | IL | 606101416 | Grants Manager | 40.000 | $63,466 | $0 | |
| Ronald Konow | ||||||||
| 4 WEST BURTON | CHICAGO | IL | 606101416 | Facilities Manager | 40.000 | $59,404 | $4,752 | $0 |
| Stephanie Whitlock | ||||||||
| 4 WEST BURTON | CHICAGO | IL | 606101416 | Program Officer | 40.000 | $50,607 | $4,049 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 4 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSMB Associates | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 624 Fairhope | AddressLine1Txt |
| City | Glenview | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Accounting Services | ServiceTypeTxt |
| Compensation | $69,704 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,650,407 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,413,169 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,063,576 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $41,063,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $615,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,447,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,022,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,022,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,463 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $10,463 | TotalTaxAmt |
| Distributable Before Adj | $2,011,918 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $15,531 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,027,449 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,027,449 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,111,716 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,111,716 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,463 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,101,253 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,027,449 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $120,485 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $142,615 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $263,100 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,111,716 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,027,449 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $84,267 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $347,367 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $347,367 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $120,485 | ExcessFromYear2Amt |
| Excess From Year1 | $142,615 | ExcessFromYear1Amt |
| Excess From Current Year | $84,267 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,111,716 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Total | $2,111,716 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,111,716 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Total | $2,111,716 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SARAH HERDA GRAHAM FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 WEST BURTON | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606101416 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3127874071 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED STATEMENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 West Burton Place | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | PROGRAM SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $939,679 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $939,679 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 West Burton Place | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | PROGRAM SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $30,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $30,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $280 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $453,535 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $267,664 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $535 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISCELLANEOUS INCOME | Desc |
| Related Or Exempt Function Incm | $670 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $721,479 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,205 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $722,684 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 10 | RELATES TO INCOME FROM SALES OF BOOKS/PERIODICALS RELATED TO ARTS/ARCHITECTURE. |
| 11a | GRAHAM FOUNDATION OFFICE IS LOCATED AT THE MADLENER HOUSE, A HISTORIC AND ARCHITECTURALLY SIGNIFICANT BUILDING. THE MISCELLANEOUS REVENUE IS DERIVED FROM ACTIVITIES SUCH AS FEES FOR THE USE OF MADLENER HOUSE BY OTHER CHARITABLE ORGANIZATIONS AND THE SALE OF POSTCARDS OF MADLENER HOUSE. |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $116,864 | Amt |
| Net Investment Income | $58,432 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Available Upon Request | PropertyDesc |
| Current Year Expense | $81,936 | CurrentYearExpenseAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ABSOLUTE RETURN & FIXED INCOME | BondNm |
| EOY Book Value | $11,810,317 | EOYBookValueAmt |
| EOYFMV | $11,810,317 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LARGE & SMALL CAP EQUITY | StockNm |
| EOY Book Value | $12,250,188 | EOYBookValueAmt |
| EOYFMV | $12,250,188 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTERNATIONAL EQUITY | FMV | $6,671,601 | $6,671,601 |
| HEDGED EQUITY | FMV | $2,072,482 | $2,072,482 |
| PRIVATE EQUITY | FMV | $4,077,832 | $4,077,832 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|
| LAND | $86,951 | $86,951 | $86,951 | |
| BUILDINGS | $2,392,037 | $1,120,839 | $1,120,839 | $1,271,198 |
| EQUIPMENT | $372,610 | $87,590 | $87,590 | $285,020 |
| Other | $2,000 | $1,918 | $1,918 | $82 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,602 | LegalFeesAmt |
| Net Investment Income | $801 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $801 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNDEPOSITED FUNDS | Desc |
| BOY Book Value | $508 | BOYBookValueAmt |
| EOY Book Value | $868 | EOYBookValueAmt |
| EOYFMV | $868 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Website/Internet | $2,430 | $0 | $0 | $2,430 |
| Stipends/Honoraria Speakers | $10,725 | $0 | $0 | $10,725 |
| Insurance | $34,060 | $0 | $0 | $35,724 |
| Postage & Shipping | $31,388 | $0 | $0 | $42,773 |
| Supplies | $9,862 | $0 | $0 | $8,435 |
| Grant Making Database Fees | $15,606 | $0 | $0 | $18,444 |
| Production | $19,149 | $0 | $0 | $5,724 |
| Dues & Subscriptions | $12,245 | $0 | $0 | $11,808 |
| Bank & Credit Card Fees | $1,513 | $1,005 | $0 | $0 |
| Maintenance | $5,748 | $0 | $0 | $5,748 |
| Advertising & Promotions | $41,945 | $0 | $0 | $32,682 |
| Reception & Hospitality | $19,430 | $0 | $0 | $9,735 |
| A/V & Documentation | $16,169 | $0 | $0 | $16,350 |
| Training | $572 | $0 | $0 | $572 |
| Planning & Research | $1,316 | $0 | $0 | $1,000 |
| Software Expenses | $4,999 | $0 | $0 | $4,999 |
| Miscellaneous Expenses | $3,909 | $0 | $0 | $3,963 |
| ADMINISTRATION FEE | $35,894 | $0 | $0 | $35,894 |
| Registration and Licenses | $280 | $0 | $0 | $280 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $670 | $0 | $0 |
| INCOME FROM FORMS K-1 | $0 | $54,820 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain | Desc |
| Amt | $1,318,673 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $170,208 | $60,184 | $0 | $0 |
| CUSTODIAL FEES | $48,836 | $48,836 | $0 | $0 |
| IT & GRAPHIC DESIGN FEES | $27,736 | $0 | $0 | $26,536 |
| CONSULTANT FEES | $17,789 | $0 | $0 | $36,539 |
| PAYROLL SERVICES | $3,786 | $0 | $0 | $3,786 |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOK STORE SALES | CategoryTxt |
| Gross Sales | $26,731 | GrossSalesAmt |
| Cost Of Goods Sold | $19,290 | CostOfGoodsSoldAmt |
| Net | $535 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAX | $48,403 | $0 | $0 | $48,403 |
| FEDERAL EXCISE TAX | $7,000 | $0 | $0 | $0 |
| OTHER STATE TAXES | $5 | $0 | $0 | $5 |
| FOREIGN TAXES PAID | $0 | $3,719 | $0 | $0 |
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