Civic Intelligence

The Graham Foundation

990T • Fiscal year 2022 • EIN 23-6805421

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 03, 2023

Organization Profile
1420 Sixth AvenueYork, PA 17403

(717) 849-4001

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $16,050,382Liabilities 2011: $0Net Assets 2011: $16,050,3822011Assets 2020: $24,421,472Liabilities 2020: $0Net Assets 2020: $24,421,4722020Assets 2022: $29,780,224Liabilities 2022: $0Net Assets 2022: $29,780,2242022Assets 2024: $32,768,412Liabilities 2024: $0Net Assets 2024: $32,768,4122024

Latest loaded filing

2024

Assets$32,768,412
Liabilities$0
Net Assets$32,768,412
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0Expenses 2011: $1,065,0392011Revenue 2020: $4,812,518Expenses 2020: $3,900,097Net Income 2020: $912,4212020Revenue 2022: $3,715,600Expenses 2022: $3,310,512Net Income 2022: $405,0882022Revenue 2024: $5,234,415Expenses 2024: $3,252,544Net Income 2024: $1,981,8712024

Latest loaded filing

2024

Revenue$5,234,415
Expenses$3,252,544
Net Income$1,981,871
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 3, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
The Graham Foundation
EIN
23-6805421
Phone
7178494001
Address
1420 SIXTH AVENUE, YORK, PA 17403

Signing Officer

Name
William H Kerlin Jr
Title
Trustee
Phone
7178494001
Signed
2023-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda CPA
Phone
7177404863
Raw XML Appendix118 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt0-118406
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt0-67500
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt050906
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt050906
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt0-118406
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt0-118406
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt050906
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt0-118406
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IRS1041ScheduleI/NetShareAltMinTaxbleIncomeAmt00
IRS1041ScheduleI/NetShareAltMinTxblIncmXPctAmt00
IRS1041ScheduleI/TentativeAlternativeMinTaxAmt03567
IRS990T/AddressChangeInd0X
IRS990T/BooksInCareOfDetail/PersonNm0WILLIAM H KERLIN JR
IRS990T/BooksInCareOfDetail/PhoneNum07178494001
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01420 SIXTH AVENUE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0YORK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd017403
IRS990T/BookValueAssetsEOYAmt029780224
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt039220
IRS990T/ForeignAccountsQuestionInd00
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IRS990T/OverpaymentSection/OverpaymentAmt012226
IRS990T/OverpaymentSection/RefundAmt0226
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IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt082439
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt079439
IRS990TScheduleA/TotUnrltTrdBusIncmAmt079439
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT ACTIVITIES
IRS990TScheduleA/UBIBeforeNOLDedAmt079439
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt079439
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxableTrustAmt012774
IRS990T/TaxLessCreditsAmt012774
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt025000
IRS990T/TotalTaxAmt012774
IRS990T/TotalTaxComputationAmt012774
IRS990T/TotalUBTIAmt039219
IRS990T/TotalUBTIBeforeNOLSpecificAmt040219
IRS990T/TotalUBTIBeforeSection199AAmt040219
IRS990T/TotalUBTIComputedAmt079439
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM H KERLIN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07178494001
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GRAHAM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GRAH
ReturnHeader/Filer/EIN0236805421
ReturnHeader/Filer/PhoneNum07178494001
ReturnHeader/Filer/USAddress/AddressLine1Txt01420 SIXTH AVENUE
ReturnHeader/Filer/USAddress/CityNm0YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017403
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01570 FRUITVILLE PIKE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017601
ReturnHeader/PreparerPersonGrp/PhoneNum07177404863
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERRI N BOGDA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-03T15:44:02-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KERLIN JR
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.8$0.00$32.8$5.23$3.25$1.98
2022Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$3.72$3.31$0.41
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.4$0.00$24.4$4.81$3.90$0.91
2011Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$1.07