SILVERBACK EDUCATIONAL FOUNDATION FOR THE ARTS DANCE AND ATHLETICS: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SILVERBACK EDUCATIONAL FOUNDATION FOR THE ARTS DANCE AND ATHLETICS (EIN 46-4902114)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202631339349100533
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T08:50:49-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464902114 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILVERBACK EDUCATIONAL FOUNDATION FOR | BusinessNameLine1Txt |
| Business Name Line2 | THE ARTS DANCE AND ATHLETICS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SILV | BusinessNameControlTxt |
| Phone | 4844200225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3811 W CHESTER PIKE BUILDING 2 2 | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT M STOVER III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4844200225 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2026-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,479,770 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,312,494 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $222,701 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $222,701 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,363 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $902,156 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,363 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,554,558 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $242,064 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,756 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $978 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,378 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,723 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,723 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,986 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $904 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,701 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,282 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,749,903 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,749,903 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,798,528 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,701 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,762,185 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$243,970 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $226,363 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,583,592 | CashBOYAmt |
| Cash EOY | $2,910,586 | CashEOYAmt |
| Cash EOYFMV | $2,910,586 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $1,980 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $35,181 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $35,181 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $4,168,559 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,534,003 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,534,003 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,754,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,479,770 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,479,770 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $140,010 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,302 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $140,010 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,302 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,760,127 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,761,688 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $2,853,994 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,714,780 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,614,121 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,476,468 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,754,131 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,479,770 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,614,121 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$243,970 | ExcessRevenueOverExpensesAmt |
| Other Increases | $106,317 | OtherIncreasesAmt |
| Subtotal | $6,476,468 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,476,468 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| US TREAS BILL | 2025-09-04 | $26,109 | $26,109 | $0 | $0 |
| US TREASURY | 2025-09-15 | $4,000 | $3,940 | $60 | $60 |
| US TREASURY | 2025-09-25 | $148,056 | $146,594 | $1,462 | $1,462 |
| SECURITIES | 2025-08-19 | $723,991 | $706,150 | $17,841 | $17,841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,363 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $19,363 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,146 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,146 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,146 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $54 | OverpaymentAmt |
| Applied To ES Tax | $54 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.SEFADA.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT M STOVER III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7178569195 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3811 W CHESTER PIKE SUITE 200 | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190732323 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT M STOVER III | ||||||||
| 3811 W CHESTER PIKE BLDG 2 200 | NEWTOWN SQUARE | PA | 19073 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEVEN C GRAHAM | ||||||||
| 3811 W CHESTER PIKE BLDG 2 200 | NEWTOWN SQUARE | PA | 19073 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| SANDY WILLIAMSON | ||||||||
| 3811 W CHESTER PIKE BLDG 2 200 | NEWTOWN SQUARE | PA | 19073 | SECRETARY & TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,994,075 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,080,783 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,074,858 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,074,858 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,123 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,983,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $299,187 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $299,187 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,146 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,146 | TotalTaxAmt |
| Distributable Before Adj | $296,041 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $296,041 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $296,041 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,762,185 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,762,185 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $296,041 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $222,486 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $543,130 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,908,346 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,335,236 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,842,498 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,851,696 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,762,185 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $296,041 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,466,144 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,317,840 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $222,486 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,095,354 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $543,130 | ExcessFromYear4Amt |
| Excess From Year3 | $1,908,346 | ExcessFromYear3Amt |
| Excess From Year2 | $3,335,236 | ExcessFromYear2Amt |
| Excess From Year1 | $2,842,498 | ExcessFromYear1Amt |
| Excess From Current Year | $3,466,144 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN C GRAHAM | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT M STOVER III | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3811 W CHESTER PIKE BUILDING 2 200 | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4844200225 | RecipientPhoneNum |
| Recipient Email Address | RSTOVER@GRAHAMPARTNERS.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | EMAIL - NO SPECIFIC INFORMATION OR MATERIALS REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1883 FOUNDATION | ||||||||
| 826 PROVIDENCE ROAD | MALVERN | PA | 19355 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 | |
| ATHLETIC CLUB OF FAIRHILL INC | ||||||||
| 1205 E COLUMBIA AVE | PHILADELPHIA | PA | 19125 | NONE | PC | YOUTH ATHLETIC PROGRAM SUPPORT | $5,000 | |
| BENCHMARK SCHOOL | ||||||||
| 2107 N PROVIDENCE RD | MEDIA | PA | 19010 | NONE | PC | EDUCATIONAL SUPPORT | $700,059 | |
| BURKE MOUNTAIN ACADEMY | ||||||||
| 60 ALPINE LANE | EAST BURKE | VT | 05832 | NONE | PC | EDUCATIONAL SUPPORT | $175,000 | |
| CAMP TECUMSEH INC | ||||||||
| 975 MOULTONBORO NECK RD | MOULTONBOROUGH | NH | 03254 | NONE | PC | YOUTH ATHLETIC PROGRAM SUPPORT | $5,000 | |
| COMMUNITY PARTNERSHIP SCHOOL | ||||||||
| 3033 W GLENWOOD AVENUE | PHILADELPHIA | PA | 191212511 | NONE | PC | EDUCATIONAL SUPPORT | $7,500 | |
| CONSHOHOCKEN ROWING CENTER | ||||||||
| 307 WASHINGTON ST | CONSHOHOCKEN | PA | 19428 | NONE | PC | YOUTH ATHLETIC PROGRAM SUPPORT | $20,000 | |
| CRISPUS ATTUCKS YORK | ||||||||
| 605 S DUKE ST | YORK | PA | 17401 | NONE | PC | EDUCATIONAL SUPPORT | $65,000 | |
| FRIENDS CENTRAL SCHOOL CORPORATION | ||||||||
| 1101 CITY AVE | WYNNEWOOD | PA | 19096 | NONE | PC | EDUCATIONAL SUPPORT | $7,500 | |
| HOPE PARTNERSHIP FOR EDUCATION | ||||||||
| 2601 N 11TH ST | PHILADELPHIA | PA | 19133 | NONE | PC | EDUCATIONAL SUPPORT | $17,500 | |
| MALVERN PREPARATORY SCHOOL | ||||||||
| 418 SOUTH WARREN AVENUE | MALVERN | PA | 19355 | NONE | PC | EDUCATIONAL SUPPORT | $525,000 | |
| MULTICULTURAL COMM FAMILY SERVICES INC | ||||||||
| 7016 TERMINAL SQUARE STE 3A | UPPER DARBY | PA | 19082 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 | |
| NATIONALITIES SERVICE CENTER | ||||||||
| 1216 ARCH ST | PHILADELPHIA | PA | 19107 | NONE | PC | EDUCATIONAL SUPPORT | $1,500 | |
| RADNOR HUNT FOUNDATION | ||||||||
| 826 PROVIDENCE ROAD | MALVERN | PA | 19355 | NONE | PC | EDUCATIONAL SUPPORT | $1,500 | |
| SPARKYOUTH NYC INC | ||||||||
| 444 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 | |
| ST JOSEPH'S PREPARATORY SCHOOL | ||||||||
| C/O PJHS SCHOLARSHIP ORGANIZATION | SCRANTON | PA | 18509 | NONE | PC | EDUCATIONAL SUPPORT | $504,800 | 1000 WYOMING AVENUE |
| ST ROSE OF LIMA | ||||||||
| PO BOX 37012 | PHILADELPHIA | PA | 19122 | NONE | PC | EDUCATIONAL SUPPORT | $35,000 | |
| THE BRYN MAWR HOSPITAL FOUNDATION | ||||||||
| 130 S BRYN MAWR AVE | BRYN MAWR | PA | 19010 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 | |
| THE EPISCOPAL ACADEMY | ||||||||
| 1785 BISHOP WHITE DR | NEWTOWN SQUARE | PA | 19073 | NONE | PC | EDUCATIONAL SUPPORT | $50,000 | |
| THE GOLD CHALLENGE CUP FOUNDATION | ||||||||
| 1149 WEST LANCASTER AVENUE SUITE | BRYN MAWR | PA | 19010 | NONE | PC | YOUTH ATHLETIC PROGRAM SUPPORT | $2,500 | U-3 |
| THE HAVERFORD SCHOOL | ||||||||
| 450 LANCASTER AVE | HAVERFORD | PA | 19041 | NONE | PC | EDUCATIONAL SUPPORT | $15,000 | |
| THE PHELPS SCHOOL | ||||||||
| 583 SUGARTOWN ROAD | MALVERN | PA | 19355 | NONE | PC | EDUCATIONAL SUPPORT | $55,000 | |
| THE SHIPLEY SCHOOL | ||||||||
| 814 YARROW STREET | BRYN MAWR | PA | 19010 | NONE | PC | EDUCATIONAL SUPPORT | $325,000 | |
| THE SWAG SOCCER LLC | ||||||||
| 3811 WEST CHESTER PIKE BLDG 2 | NEWTOWN SQUARE | PA | 19073 | NONE | PC | YOUTH ATHLETIC PROGRAM SUPPORT | $127,013 | |
| TRUSTEES OF DARTMOUTH COLLEGE | ||||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 037554400 | NONE | PC | EDUCATIONAL SUPPORT | $170,000 | |
| UNITED STATES FUTSAL FEDERATION | ||||||||
| 6114 LA SALLE AVE SUITE 502 | OAKLAND | CA | 94611 | NONE | PC | YOUTH ATHLETIC PROGRAM SUPPORT | $2,500 | |
| USNA SOUTHEASTERN PA PARENTS ASSOCIATION | ||||||||
| 301 KING GEORGE STREET | ANNAPOLIS | MD | 21402 | NONE | PC | EDUCATIONAL SUPPORT | $2,500 | |
| WILLIAMS COLLEGE | ||||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | NONE | PC | EDUCATIONAL SUPPORT | $50,000 | |
| WILLISTOWN CONSERVATION TRUST INC | ||||||||
| 925 PROVIDENCE ROAD | NEWTOWN SQUARE | PA | 19073 | NONE | PC | EDUCATIONAL SUPPORT | $25,000 | |
| WILLISTOWN COUNTRY DAY SCHOOL INC | ||||||||
| 1133 PAOLI PIKE | WEST CHESTER | PA | 19380 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 | |
| YORK COLLEGE OF PENNSYLVANIA | ||||||||
| 441 COUNTRY CLUB ROAD | YORK | PA | 17403 | NONE | PC | EDUCATIONAL SUPPORT | $25,000 | |
| YSC ACADEMY INC | ||||||||
| 224 COUNTY LINE ROAD | WAYNE | PA | 19087 | NONE | PC | EDUCATIONAL SUPPORT | $800,031 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,749,903 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $222,701 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,363 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $242,064 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $242,064 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GRAHAM PARTNERS INC | ||||||
| 1 | 3811 WEST CHESTER PIKE | NEWTOWN SQUARE | PA | 19073 | $540,460 | Yes (X) |
| INVERNESS GRAHAM INVESTMENTS INC | ||||||
| 2 | 1275 DRUMMERS LANE SUITE 300 | WAYNE | PA | 19087 | $350,000 | Yes (X) |
| GRAHAM CAPITAL COMPANY | ||||||
| 3 | 1420 SIXTH AVENUE | YORK | PA | 17403 | $450,000 | Yes (X) |
| GRAHAM FAMILY HEDGE FUND PARTNERS | ||||||
| 4 | C/O GRAHAM CAPITAL 1420 SIXTH AVENU | YORK | PA | 17403 | $833,333 | Yes (X) |
| GRAHAM ALTERNATIVE INVESTMENT PARTNERS I LP | ||||||
| 5 | C/O GRAHAM CAPITAL 1420 SIXTH AVENU | YORK | PA | 17403 | $833,333 | Yes (X) |
| GRAHAM ALTERNATIVE INVESTMENT PARTNERS IV LP | ||||||
| 6 | C/O GRAHAM CAPITAL 1420 SIXTH AVENU | YORK | PA | 17403 | $50,000 | Yes (X) |
| GRAHAM TRADITIONAL INVESTMENT PARTNERS III | ||||||
| 7 | C/O GRAHAM CAPITAL 1420 SIXTH AVENU | YORK | PA | 17403 | $50,000 | Yes (X) |
| GRAHAM TRADITIONAL INVESTMENT PARTNERS - SERIES 6 | ||||||
| 8 | C/O GRAHAM CAPITAL 1420 SIXTH AVENU | YORK | PA | 17403 | $80,000 | Yes (X) |
| GRAHAM TRADITIONAL INVESTMENT PARTNERS - SERIES 5 | ||||||
| 9 | C/O GRAHAM CAPITAL 1420 SIXTH AVENU | YORK | PA | 17403 | $80,000 | Yes (X) |
| GRAHAM TRADITIONAL INVESTMENT PARTNERS - SERIES 4 | ||||||
| 10 | C/O GRAHAM CAPITAL 1420 SIXTH AVENU | YORK | PA | 17403 | $40,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,756 | Amt |
| Net Investment Income | $978 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,378 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $3,534,003 | EOYBookValueAmt |
| EOYFMV | $3,534,003 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $5,401 | $0 | $0 | $0 |
| POSTAGE & SHIPPING | $42 | $0 | $0 | $42 |
| BANK FEES | $40 | $0 | $0 | $0 |
| COMPUTER SOFTWARE | $1,368 | $0 | $0 | $0 |
| WEB COSTS | $555 | $0 | $0 | $555 |
| MARKETING AND COMMUNICATION | $307 | $0 | $0 | $307 |
| REGISTRATION FEES | $250 | $0 | $0 | $0 |
| PROCESSING FEES | $0 | $0 | $0 | $0 |
| MISCELLANEOUS EXPENSE | $23 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $106,317 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $14,723 | Amt |
| Net Investment Income | $14,723 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $3,160 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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