Civic Intelligence

Richard a Graff Tr FBO Holy Name of Jesus School

990PF • Fiscal year 2017 • EIN 25-6817020

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile
Bryn Mawr Tr CO 1 E Chocolate AveHershey, PA 17033

(717) 534-3225

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

80th percentile

$4,051

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

51st percentile

1.4%

Faster asset growth than 51% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-21%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$397,411

Up $5,470 (+1.4%) from 2016

Net Assets

Up

$397,411

Up $5,470 (+1.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin78th percentile

Revenue

Down

$25,357

Down $6,832 (-21%) from 2016

Expenses

Down

$19,887

Down $1,278 (-6.0%) from 2016

Net Income

Down

$5,470

Down $5,554 (-50%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$600K$400K$200K$0Assets 2010: $283,943Liabilities 2010: $0Net Assets 2010: $283,9432010Assets 2011: $278,787Liabilities 2011: $0Net Assets 2011: $278,7872011Assets 2012: $283,382Liabilities 2012: $0Net Assets 2012: $283,3822012Assets 2013: $282,055Liabilities 2013: $0Net Assets 2013: $282,0552013Assets 2014: $396,574Liabilities 2014: $0Net Assets 2014: $396,5742014Assets 2015: $380,917Liabilities 2015: $0Net Assets 2015: $380,9172015Assets 2016: $391,941Liabilities 2016: $0Net Assets 2016: $391,9412016Assets 2017: $397,411Liabilities 2017: $0Net Assets 2017: $397,4112017Assets 2018: $393,043Liabilities 2018: $0Net Assets 2018: $393,0432018Assets 2019: $390,218Liabilities 2019: $0Net Assets 2019: $390,2182019Assets 2020: $381,708Liabilities 2020: $0Net Assets 2020: $381,7082020Assets 2021: $392,620Liabilities 2021: $0Net Assets 2021: $392,6202021Assets 2022: $387,875Liabilities 2022: $0Net Assets 2022: $387,8752022Assets 2023: $397,886Liabilities 2023: $0Net Assets 2023: $397,8862023Assets 2024: $412,745Liabilities 2024: $0Net Assets 2024: $412,7452024

Highlighted filing

2017

Assets$397,411
Liabilities$0
Net Assets$397,411
Open 2017 Filing

Operations Trend

Revenue Growth21st percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $15,8172010Expenses 2011: $18,2162011Expenses 2012: $20,2552012Revenue 2013: $20,520Expenses 2013: $21,847Net Income 2013: -$1,3272013Revenue 2014: $143,884Expenses 2014: $29,365Net Income 2014: $114,5192014Revenue 2015: $16,151Expenses 2015: $31,810Net Income 2015: -$15,6592015Revenue 2016: $32,189Expenses 2016: $21,165Net Income 2016: $11,0242016Revenue 2017: $25,357Expenses 2017: $19,887Net Income 2017: $5,4702017Revenue 2018: $15,494Expenses 2018: $19,862Net Income 2018: -$4,3682018Revenue 2019: $15,525Expenses 2019: $18,350Net Income 2019: -$2,8252019Revenue 2020: $12,765Expenses 2020: $21,275Net Income 2020: -$8,5102020Revenue 2021: $33,760Expenses 2021: $22,848Net Income 2021: $10,9122021Revenue 2022: $20,328Expenses 2022: $25,073Net Income 2022: -$4,7452022Revenue 2023: $34,555Expenses 2023: $24,544Net Income 2023: $10,0112023Revenue 2024: $44,177Expenses 2024: $29,318Net Income 2024: $14,8592024

Highlighted filing

2017

Revenue$25,357
Expenses$19,887
Net Income$5,470
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYN MAWR TRUST COTrustee-$4,051-$4,051
Filing and Contact Details

Filer

Filer Name
Richard a Graff Trust Under Will
EIN
25-6817020
Phone
7175343225
Address
BRYN MAWR TR CO 1 E CHOCOLATE AVE, HERSHEY, PA 17033

Signing Officer

Name
Jennifer L Marshall
Title
Senior Vice President
Phone
7175343225
Signed
2018-05-10
Raw XML Appendix301 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01200
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0N/A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0129613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1263683
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS- FIXED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS- EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0125609
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1295035
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt058
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt025357
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt013679
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07334
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07334
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05470
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0137727
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt017965
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt022116
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0957
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt015689
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03241
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt019887
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt025357
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt025357
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02010
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03241
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0119762
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt015501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt015501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0135263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALES OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt017965
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05470
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0397411
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0391941
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0397411
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019835
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019835
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019835
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt020277
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0442
IRS990PF/DistributableAmountGrp/TotalTaxAmt0442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0118
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0560
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0118
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0442
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0560
IRS990PF/FMVAssetsEOYAmt0424759
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0391906
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0397411
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0383763
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0393296
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0420644
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt035
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08178
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04115
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0424759
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0411709
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06744
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0404965
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06176
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt020277
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0405533
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0411709
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRYN MAWR TRUST CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01 E CHOCOLATE AVE STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HERSHEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt015689
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt015689
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07175343225
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013679
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOLY NAME OF JESUS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06150 ALLENTOWN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HARRISBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd017112
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013679
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015689
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019835
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04146
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06511
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04536
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04146
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06901
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06511
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0390
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015689
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06901
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011047
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0560
TaxesSchedule/TaxesDetail/Amt1397
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ESTIMATE
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX DUE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER L MARSHALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07175343225
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD A GRAFF TRUST UNDER WILL
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0256817020
ReturnHeader/Filer/PhoneNum07175343225
ReturnHeader/Filer/USAddress/AddressLine1Txt0BRYN MAWR TR CO 1 E CHOCOLATE AVE
ReturnHeader/Filer/USAddress/CityNm0HERSHEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017033
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08142B0CA569E5752E4FF68CE7C8AE65AC3D0B1AB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08142B0CA569E5752E4FF68CE7C8AE65AC3D0B1AB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.77.171.7
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:23:38
ReturnHeader/ReturnTs02018-05-10T08:32:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$397,411
Liabilities
$0
Net assets
$397,411
Revenue
$25,357
Expenses
$19,887
Net income
$5,470
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.44$0.29$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.35$0.25$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.20$0.25$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.34$0.23$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.13$0.21$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.16$0.18$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.15$0.20$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.25$0.20$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.32$0.21$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.16$0.32$0.16
2014Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$1.44$0.29$1.15
2013Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.21$0.22$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.20
2011Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.18
2010Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.16