ELLEN AND IAN GRAHAM CHARITABLE FOUNDATION U-A 12182004: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ELLEN AND IAN GRAHAM CHARITABLE FOUNDATION U-A 12182004 (EIN 55-0896134)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-26
- IRS object ID
- 201302079349100000
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-26T05:55:09-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650762511 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THANEY & ASSOCIATES PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 32636 | AddressLine1 |
| City | PALM BEACH GARDENS | City |
| State | FL | State |
| ZIP Code | 334202636 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550896134 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ELLEN AND IAN GRAHAM CHARITABLE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION U/A 12-18-2004 | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ELLE | NameControl |
| Phone | 5618428514 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 248 BAHAMA LANE | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TRUSTEE | Name |
| Title | DIRECTOR | Title |
| Phone | 5618428514 | Phone |
| Date Signed | 2013-07-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD F THANEY | Name |
| PTIN | P00433511 | PTIN |
| Phone | 8882528769 | Phone |
| Date Prepared | 2013-07-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 998419 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 102244 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 5 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 14124 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14124 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -60395 | NetGainSaleAssetsRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 55978 | TotalRevenueAndExpenses |
| Total Net Investment Income | 14129 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 0 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 40821 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 40821 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 40821 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 40821 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 15157 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 14129 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 59237 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 42024 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 42024 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 483774 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 516144 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 956395 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 543011 | TotalAssetsBOY |
| Total Assets EOY | 558168 | TotalAssetsEOY |
| Total Assets EOYFMV | 998419 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 543011 | CapitalStockBOY |
| Capital Stock EOY | 558168 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 543011 | TotalNetAssetsBOY |
| Total Net Assets EOY | 558168 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 543011 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 558168 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 543011 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 15157 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 558168 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 558168 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 2000 SH WASHINGTON MUTUAL (DEEMED WORTHLESS) | DescriptionOfAsset |
| Date Acquired | 2007-11-28 | DateAcquired |
| Date Sold | 2012-08-31 | DateSold |
| Cost Or Other Basis | 60395 | CostOrOtherBasis |
| Gain Or Loss | -60395 | GainOrLoss |
| Gains Minus Excess Or Losses | -60395 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -60395 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 114986 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 0 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.000000 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 32898 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 0 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.000000 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 26633 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 0 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.000000 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 32134 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 0 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.000000 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 33655 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 0 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.000000 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.000000 | TotalDistributionRatio |
| Average Distribution Ratio | 0.000000 | AverageDistributionRatio |
| Net Noncharitable Assets | 885155 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 0 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 141 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 141 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 40821 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 141 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 141 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 141 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 610 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 610 | TotalCreditsAndPayments |
| Overpayment | 469 | Overpayment |
| Amount Credited To Next Year | 469 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
| Books In Care Of Person Name | IAN H GRAHAM | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5618428514 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 248 BAHAMA LANE | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| IAH 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 848005 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 50630 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 898635 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 898635 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13480 | CashDeemedCharitable |
| Net Noncharitable Assets | 885155 | NetNoncharitableAssets |
| Minimum Investment Return | 44258 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 44258 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 141 | TaxBasedOnInvestmentIncome |
| Total Tax | 141 | TotalTax |
| Distributable Amount Before Adj | 44117 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 44117 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 44117 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 40821 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 40821 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 141 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 40680 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 44117 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 34895 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 32400 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 26820 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 33150 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 115200 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 242465 | TotalExcessDistriCarryover |
| Qualifying Distributions | 40821 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 40821 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 3296 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 3296 | ExcessDistriCyovAppliedCY |
| Total Corpus | 239169 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 31599 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 207570 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 32400 | ExcessFromYear4 |
| Excess From Year3 | 26820 | ExcessFromYear3 |
| Excess From Year2 | 33150 | ExcessFromYear2 |
| Excess From Year1 | 115200 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CITYMEALS ON WHEELS | |||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | 501C3 | GENERAL SUPPORT | $2,671 |
| HOPE FOR DEPRESSION RESEARCH FOUNDATION | |||||||
| 777 S FLAGLER DRIVE | WEST PALM BEACH | FL | 33401 | NONE | 501C3 | GENERAL SUPPORT | $500 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | 501C3 | GENERAL SUPPORT | $1,000 |
| PRESERVATION FOUNDATION FOR PALM BEACH | |||||||
| 1301 SUMMIT BOULEVARD | WEST PALM BEACH | FL | 33405 | NONE | 501C3 | GENERAL SUPPORT | $10,500 |
| RUTGERS UNIVERSITY FOUNDATION | |||||||
| 7 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | 501C3 | GENERAL SUPPORT | $2,500 |
| SALESIAN SISTERS PARTNERS | |||||||
| 226 SW 20TH ROAD | MIAMI | FL | 33129 | NONE | 501C3 | GENERAL SUPPORT | $1,500 |
| SOCIETY OF THE FOUR ARTS | |||||||
| 2 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NONE | 501C3 | GENERAL SUPPORT | $8,400 |
| PALM BEACH ZOO | |||||||
| 1301 SUMMIT BLVD | WEST PALM BEACH | FL | 33405 | NONE | 501C3 | GENERAL SUPPORT | $5,000 |
| PALM BEACH CIVIC ASSOCIATION | |||||||
| 139 N COUNTY RD 33 | PALM BEACH | FL | 33480 | NONE | 501C3 | GENERAL SUPPORT | $250 |
| SOCIETY OF MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1233 YORK AVENUE | NEW YORK | NY | 10065 | NONE | 501C3 | GENERAL SUPPORT | $1,000 |
| OPERATION SMILE | |||||||
| 6435 TIDEWATER DRIVE | NORFOLK | VA | 23509 | NONE | 501C3 | GENERAL SUPPORT | $1,000 |
| HOSPITAL ALBERT SCHWIETZER HAITI | |||||||
| PO BOX 81046 | PITTSBURGH | PA | 15217 | NONE | 501C3 | GENERAL SUPPORT | $2,500 |
| ST JUDE CHILDREN'S RESEARCH | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501C3 | GENERAL SUPPORT | $1,000 |
| ALZHEIMER'S DRUG DISCOVERY FDN | |||||||
| 57 WEST 57TH ST SUITE 904 | NEW YORK | NY | 10019 | NONE | 501C3 | GENERAL SUPPORT | $1,000 |
| JP MCCARRON JR MEDICAL FDN | |||||||
| 820 PARK AVE | NEW YORK | NY | 10021 | NONE | 501C3 | GENERAL SUPPORT | $1,500 |
| QUEEN OF PEACE HIGH SCHOOL | |||||||
| 10900 SW 24TH AVENUE | GAINSVILLE | FL | 32607 | NONE | 501C3 | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 40821 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,124 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -60395 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $14,129 | ExclusionAmount |
| Related Or Exempt Function Income | -60395 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -46266 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | INTEREST INCOME IS USED FOR CONTRIBUTIONS |
| 4 | DIVIDEND INCOME IS USED FOR CONTRIBUTIONS |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | IAN H GRAHAM | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 248 BAHAMA LANE | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 102244 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 3,719 SH BANK OF AMERICA CORP STOCK2,400 SH GENERAL ELECTRIC CO STOCK | NoncashPropertyDescription |
| Fair Market Value | 92765 | FairMarketValue |
| Date Received | 2012-12-26 | DateReceived |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| GENERAL ELECTRIC | 261655 | 176316 |
| WASHINGTON MUTUAL | 0 | 0 |
| DU PONT EI DE NEMOURS | 73378 | 67468 |
| AON COMMON STOCK | 138194 | 669433 |
| BANK OF AMERICA CORP | 42917 | 43178 |