ELLEN AND IAN GRAHAM CHARITABLE FOUNDATION U-A 12182004: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: ELLEN AND IAN GRAHAM CHARITABLE FOUNDATION U-A 12182004 (EIN 55-0896134)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-10-04
IRS object ID: 201802779349100000
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
Schedule B
Investments Corp Stock Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-10-04T06:38:38-05:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	650762511	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	THANEY & ASSOCIATES PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 32636	AddressLine1Txt
City	PALM BEACH GARDENS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	334202636	ZIPCd

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

Filer Filer

Field	Value	IRS element (for citing)
EIN	550896134	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ELLEN AND IAN GRAHAM CHARITABLE	BusinessNameLine1Txt
Business Name Line2	FOUNDATION U/A 12-18-2004	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	ELLE	BusinessNameControlTxt
Phone	5618428514	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	248 BAHAMA LANE	AddressLine1Txt
City	PALM BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33480	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	TRUSTEE	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	5618428514	PhoneNum
Signature	2018-08-20	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	EDWARD F THANEY CPA CVA	PreparerPersonNm
PTIN	P00433511	PTIN
Phone	8882528769	PhoneNum
Preparation	2018-08-20	PreparationDt

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,226,784	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$500,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$38	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$38	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$48,533	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$48,533	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$3,692	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$53,692	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$3,692	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$552,263	TotalRevAndExpnssAmt
Total Net Invst Incm	$52,263	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
Other Expenses Rev And Expnss	$855	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$855	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$141,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$141,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$142,355	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$141,500	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$409,908	ExcessRevenueOverExpensesAmt
Net Investment Income	$52,263	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$332,111	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$542,046	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$542,046	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$793,086	CorporateStockBOYAmt
Corporate Stock EOY	$993,059	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,684,738	CorporateStockEOYFMVAmt
Total Assets BOY	$1,125,197	TotalAssetsBOYAmt
Total Assets EOY	$1,535,105	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,226,784	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$1,125,197	CapitalStockBOYAmt
Capital Stock EOY	$1,535,105	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,125,197	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,535,105	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,125,197	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,535,105	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,125,197	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$409,908	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,535,105	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,535,105	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	MORGAN STANLEY #478 020438 912	PropertyDesc
How Acquired	P	HowAcquiredCd
Sold	2017-12-31	SoldDt
Gross Sales Price	$53,692	GrossSalesPriceAmt
Cost Or Other Basis	$50,000	CostOrOtherBasisAmt
Gain Or Loss	$3,692	GainOrLossAmt
Gains Minus Excess Or Losses	$3,692	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$3,692	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$178,330	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$2,135,053	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.083525	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$308,635	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$1,779,161	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.173472	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$32,561	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$1,655,408	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.019669	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$38,530	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$1,242,303	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.031015	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$40,680	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$885,155	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.045958	DistributionYr5Rt
Total Distribution	0.353639	TotalDistributionRt
Average Distribution	0.070728	AverageDistributionRt
Net Vl Noncharitable Assets	$2,769,600	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$195,888	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$523	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$196,411	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$141,500	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,045	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,045	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,045	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$1,100	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$1,100	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$13	EsPenaltyAmt
Overpayment	$42	OverpaymentAmt
Applied To ES Tax	$42	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	0	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
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	NONE	WebsiteAddressTxt
Individual With Books	IAN H GRAHAM	IndividualWithBooksNm
Phone	5618428514	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	248 BAHAMA LANE	AddressLine1Txt
City	PALM BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33480	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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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
IAN H GRAHAM
248 BAHAMA LANE	PALM BEACH	FL	33480	TRUSTEE	2.00	$0	$0	$0
ELLEN GRAHAM
248 BAHAMA LANE	PALM BEACH	FL	33480	TRUSTEE	2.00	$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	$2,374,698	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$437,079	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,811,777	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,811,777	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$42,177	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,769,600	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$138,480	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$138,480	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,045	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,045	TotalTaxAmt
Distributable Before Adj	$137,435	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$137,435	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$137,435	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$141,500	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$141,500	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$141,500	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$137,435	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr2	$220,807	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$72,417	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$293,224	TotalExcessDistributionCyovAmt
Qualifying Distributions	$141,500	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$137,435	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$4,065	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$297,289	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	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$297,289	ExcessDistriCyovToNextYrAmt
Excess From Year2	$220,807	ExcessFromYear2Amt
Excess From Year1	$72,417	ExcessFromYear1Amt
Excess From Current Year	$4,065	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICA'S FRIENDS OF VERSAILLE
1400 N LAKE SHORE DR 8E	CHICAGO	IL	60610	NONE	501C3	GENERAL SUPPORT	$5,000
HSS FOUNDATION
141 W JACKSON BLVD STE 1702	CHICAGO	IL	606043001	NONE	501C3	GENERAL SUPPORT	$5,000
HAS
440 WILCHESTER	HOUSTON	TX	77079	NONE	501C3	GENERAL SUPPORT	$2,000
LIGHTHOUSE GUILD
250 WEST 64TH STREET	NEW YORK	NY	10023	NONE	501C3	GENERAL SUPPORT	$5,000
HOPE FOR DEPRESSION RESEARCH FOUNDATION
777 S FLAGLER DRIVE	WEST PALM BEACH	FL	33401	NONE	501C3	GENERAL SUPPORT	$5,000
LEOPOLD SCHEPP FOUNDATION
551 5TH AVE 3000	NEW YORK	NY	10176	NONE	501C3	GENERAL SUPPORT	$5,000
THE PEDDIE SCHOOL
PO BOX 185	PITTSBURGH	PA	152300185	NONE	501C3	GENERAL SUPPORT	$50,000
PROGRAM FOR NEUROLOGY RESEARCH
1500 E MEDICAL CENTER DRIVE	ANN ARBOR	MI	48109	NONE	501C3	GENERAL SUPPORT	$30,000
2017-2018 SOCIETY CAMPAIGN
1233 YORK AVENUE	NEW YORK	NY	10065	NONE	501C3	GENERAL SUPPORT	$2,500
PALM BEACH CIVIC ASSOCIATION
139 N COUNTY RD 33	PALM BEACH	FL	33480	NONE	501C3	GENERAL SUPPORT	$10,000
PRESERVATION FOUNDATION FOR PALM BEACH
1301 SUMMIT BOULEVARD	WEST PALM BEACH	FL	33405	NONE	501C3	GENERAL SUPPORT	$10,000
SALESIAN SISTERS PARTNERS
226 SW 20TH ROAD	MIAMI	FL	33129	NONE	501C3	GENERAL SUPPORT	$12,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$141,500	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	$38	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$48,533	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$3,692	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$52,263	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$52,263	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
3	INTEREST INCOME IS USED FOR CONTRIBUTIONS
4	DIVIDEND INCOME IS USED FOR CONTRIBUTIONS
8	GAIN ON SALE OF STOCK IS USED FOR CONTRIBUTIONS

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

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	IAN H GRAHAM	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	248 BAHAMA LANE	AddressLine1Txt
City	PALM BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33480	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$500,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
MORGAN STANLEY #478-020438-912	$854,865	$574,714
AON COMMON STOCK	$138,194	$1,110,024

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	OTHER EXPENSES	Desc
Revenue And Expenses Per Books	$855	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt