Civic Intelligence

Lewis a Graeber Trust

990PF • Fiscal year 2023 • EIN 64-6035377

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 18, 2024

P O Box 40Marks, MS 38646

(662) 326-2481

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

13th percentile

-51%

Higher net margin than 13% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

30th percentile

-10%

Faster asset growth than 30% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

11%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$266,396

Down $30,293 (-10%) from 2022

Net Assets

Down

$266,396

Down $30,293 (-10%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$59,602

Up $5,730 (+11%) from 2022

Expenses

Down

$89,895

Down $3,460 (-3.7%) from 2022

Net Income

Up

-$30,293

Up $9,190 (+23%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $55,435Liabilities 2011: $02011Assets 2012: $40,513Liabilities 2012: $02012Assets 2013: $605,599Liabilities 2013: $02013Assets 2014: $562,332Liabilities 2014: $0Net Assets 2014: $562,3322014Assets 2015: $492,537Liabilities 2015: $0Net Assets 2015: $492,5372015Assets 2016: $431,787Liabilities 2016: $0Net Assets 2016: $431,7872016Assets 2017: $513,878Liabilities 2017: $0Net Assets 2017: $513,8782017Assets 2018: $458,007Liabilities 2018: $0Net Assets 2018: $458,0072018Assets 2019: $414,843Liabilities 2019: $0Net Assets 2019: $414,8432019Assets 2020: $370,338Liabilities 2020: $0Net Assets 2020: $370,3382020Assets 2021: $336,172Liabilities 2021: $0Net Assets 2021: $336,1722021Assets 2022: $296,689Liabilities 2022: $0Net Assets 2022: $296,6892022Assets 2023: $266,396Liabilities 2023: $0Net Assets 2023: $266,3962023Assets 2024: $231,770Liabilities 2024: $0Net Assets 2024: $231,7702024

Highlighted filing

2023

Assets$266,396
Liabilities$0
Net Assets$266,396

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $25,438Expenses 2011: $55,550Net Income 2011: -$30,1122011Revenue 2012: $53,863Expenses 2012: $68,785Net Income 2012: -$14,9222012Revenue 2013: $636,592Expenses 2013: $71,506Net Income 2013: $565,0862013Revenue 2014: $52,279Expenses 2014: $95,546Net Income 2014: -$43,2672014Revenue 2015: $24,234Expenses 2015: $94,029Net Income 2015: -$69,7952015Revenue 2016: $40,496Expenses 2016: $101,246Net Income 2016: -$60,7502016Revenue 2017: $179,603Expenses 2017: $97,512Net Income 2017: $82,0912017Revenue 2018: $45,433Expenses 2018: $101,304Net Income 2018: -$55,8712018Revenue 2019: $50,735Expenses 2019: $93,899Net Income 2019: -$43,1642019Revenue 2020: $50,564Expenses 2020: $95,069Net Income 2020: -$44,5052020Revenue 2021: $51,475Expenses 2021: $85,641Net Income 2021: -$34,1662021Revenue 2022: $53,872Expenses 2022: $93,355Net Income 2022: -$39,4832022Revenue 2023: $59,602Expenses 2023: $89,895Net Income 2023: -$30,2932023Revenue 2024: $48,844Expenses 2024: $83,470Net Income 2024: -$34,6262024

Highlighted filing

2023

Revenue$59,602
Expenses$89,895
Net Income-$30,293
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 18, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN C GRAEBERTrustee-$0--
WILLIAM M GRAEBERTrustee-$0--
JAMES P GRAEBER JRTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantQUITMAN COUNTY EDUCATIONAL FDNSUPPORT OF CHARITABLE OPERATIONSPUBLICMARKS, MS, US$32,253
Paid GrantST JUDE CHILDRENS RESEARCHSUPPORT OF CHARITABLE OPERATIONSPUBLICMEMPHIS, TN, US$15,000
Paid GrantFRENCH CAMP ACADEMYSUPPORT OF CHARITABLE OPERATIONSPUBLICFRENCH CAMP, MS, US$10,000
Paid GrantREFORMED THEOLOGICAL SEMINARYSUPPORT OF CHARITABLE OPERATIONSPUBLICJACKSON, MS, US$10,000
Paid GrantTHE SALVATION ARMYSUPPORT OF CHARITABLE OPERATIONSPUBLICOXFORD, MS, US$10,000
Paid GrantFIRST MARKS CEMETARYSUPPORT OF CHARITABLE OPERATIONSPUBLICMARKS, MS, US$5,000
Paid GrantCONCORD CEMETERY ASSOCIATSUPPORT OF CHARITABLE OPERATIONSPUBLICCONCORD, TX, US$2,000
Paid GrantORGAN LUTHERAN CHURCH CEMSUPPORT OF CHARITABLE OPERATIONSPUBLICSALISBURY, NC, US$2,000
Paid GrantAFRICAN BIBLE COLLEGESUPPORT OF CHARITABLE OPERATIONSPUBLICJACKSON, MS, US$500
Filing and Contact Details

Filer

Filer Name
Lewis a Graeber Trust
EIN
64-6035377
Phone
6623262481
Address
P O BOX 40, MARKS, MS 38646

Signing Officer

Name
William M Graeber
Title
Trustee
Signed
2024-06-18
Discuss with paid preparer
Yes

Preparer

Firm
Mike W Jackson LLC
Address
405 WASHINGTON AVE, GREENVILLE, MS 38701
Preparer
Mike W Jackson
Phone
6623788113
Raw XML Appendix315 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.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01482824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCKS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OTHER INVESTMENTS
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-30293
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0266396
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0296689
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt082586
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt082586
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt082586
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt083423
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0837
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0770
IRS990PF/FMVAssetsEOYAmt01653085
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt093025
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0194501
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01658009
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt025408
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt083423
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN C GRAEBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM M GRAEBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES P GRAEBER JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1P O BOX 40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2240 WESTOVER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MARKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MARKS
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT OF CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT OF CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT OF CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT OF CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT OF CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT OF CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SUPPORT OF CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SUPPORT OF CHARITABLE OPERATIONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FIRST MARKS CEMETARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FRENCH CAMP ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ORGAN LUTHERAN CHURCH CEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5QUITMAN COUNTY EDUCATIONAL FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6REFORMED THEOLOGICAL SEMINARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7ST JUDE CHILDRENS RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05343 CLINTON BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O BOX 26
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2P O BOX 332
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 FINE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41515 ORGAN CHURCH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5310 PECAN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt65422 CLINTON BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7262 DANNY THOMAS PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82649 W OXFORD LOOP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MARKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3FRENCH CAMP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SALISBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MARKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8OXFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd039209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd238646
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd339745
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428146
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd538646
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd639209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd738105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd838655
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt086753
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02326
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt086753
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt082586
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt089079
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt080260
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt086753
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt076
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt076
TaxesSchedule/TaxesDetail/Amt046
TaxesSchedule/TaxesDetail/Amt1770
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED EXCISE TAXES
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM M GRAEBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEWIS A GRAEBER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LEWI
ReturnHeader/Filer/EIN0646035377
ReturnHeader/Filer/PhoneNum06623262481
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 40
ReturnHeader/Filer/USAddress/CityNm0MARKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd038646
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MIKE W JACKSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0405 WASHINGTON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038701
ReturnHeader/PreparerPersonGrp/PhoneNum06623788113
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIKE W JACKSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-14T23:05:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.49$0.83$0.35
2023Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.60$0.90$0.30
2022Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.54$0.93$0.39
2021Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.51$0.86$0.34
2020Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.51$0.95$0.45
2019Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.51$0.94$0.43
2018Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.45$1.01$0.56
2017Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$1.80$0.98$0.82
2016Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.40$1.01$0.61
2015Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.24$0.94$0.70
2014Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.52$0.96$0.43
2013Summary only. Only limited summary data is available for this year.$6.06$0.00$6.37$0.72$5.65
2012Summary only. Only limited summary data is available for this year.$0.41$0.00$0.54$0.69$0.15
2011Summary only. Only limited summary data is available for this year.$0.55$0.00$0.25$0.56$0.30