Civic Intelligence

Richard a Graff Tr FBO Holy Name of Jesus School

990PF • Fiscal year 2018 • EIN 25-6817020

Jan 01, 2018 to Dec 31, 2018 • Filed on May 02, 2019

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

15th percentile

-28%

Higher net margin than 15% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

80th percentile

$3,777

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 24.4% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

44th percentile

-1.1%

Faster asset growth than 44% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-39%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$393,043

Down $4,368 (-1.1%) from 2017

Net Assets

Down

$393,043

Down $4,368 (-1.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin15th percentile

Revenue

Down

$15,494

Down $9,863 (-39%) from 2017

Expenses

Down

$19,862

Down $25 (-0.1%) from 2017

Net Income

Down

-$4,368

Down $9,838 (-180%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2018

Assets$393,043
Liabilities$0
Net Assets$393,043
Open 2018 Filing

Operations Trend

Revenue Growth13th 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

2018

Revenue$15,494
Expenses$19,862
Net Income-$4,368
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 2, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYN MAWR TRUST COTrustee-$3,777-$3,777
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
2019-05-02
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
AccountingFeesSchedule/AccountingFeesDetail/Amt01200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01200
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0N/A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0126507
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1253882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS- FIXED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS- EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0121423
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1251403
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt07623
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt07698
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0173
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt015494
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt015494
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01200
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0755
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03777
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt014523
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt014523
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07623
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07623
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4368
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt053187
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0173
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0173
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07698
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt012472
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0362
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt016478
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03022
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt019862
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt015494
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt015494
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01955
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03022
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt045489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt047203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALES OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07698
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4368
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0393043
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0397411
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0393043
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt020320
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt020320
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt020320
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt020569
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0249
IRS990PF/DistributableAmountGrp/TotalTaxAmt0249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0231
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0231
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0480
IRS990PF/FMVAssetsEOYAmt0385480
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0397411
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0392972
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0393296
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0380389
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0372826
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt071
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04115
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt012654
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt012654
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0397411
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0393043
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0385480
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0397411
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0397411
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0417646
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010295
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0407351
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06265
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt020569
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0411381
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0417646
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03777
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/AdjNonchrtblNetInvstIncmPctAmt021602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt015689
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt016478
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt016478
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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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
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HERSHEY
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07175343225
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
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IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt014523
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/TotalGrantOrContriPdDurYrAmt014523
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/AppliedToCurrentYearAmt016478
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020320
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03842
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06511
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0390
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03842
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03059
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03059
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016478
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03059
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06901
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0362
TaxesSchedule/TaxesDetail/Amt10
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ESTIMATE
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX DUE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER L MARSHALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07175343225
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-02
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/IPDt02019-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:25:16
ReturnHeader/ReturnTs02019-05-06T06:32:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$393,043
Liabilities
$0
Net assets
$393,043
Revenue
$15,494
Expenses
$19,862
Net income
-$4,368
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