Civic Intelligence

George H Graff Irrevocable Trust Richard L Lynch Successor Trustee

990PF • Fiscal year 2018 • EIN 65-6463779

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 22, 2019

Organization Profile
603 N Indian River Dr Ste 300Ft Pierce, FL 34950

(772) 466-1040

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$12,748,483

Flat from 2018

Net Assets

Flat

$12,088,586

Flat from 2018

Liabilities

Flat

$659,897

Flat from 2018

Revenue And Expenses

Revenue

Flat

$2,541,372

Flat from 2018

Expenses

Flat

$818,148

Flat from 2018

Net Income

Flat

$1,723,224

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $9,680,355Liabilities 2011: $494,0002011Assets 2012: $10,102,510Liabilities 2012: $513,7342012Assets 2013: $11,892,178Liabilities 2013: $542,664Net Assets 2013: $11,349,5142013Assets 2014: $12,216,978Liabilities 2014: $582,416Net Assets 2014: $11,634,5622014Assets 2015: $11,638,304Liabilities 2015: $584,064Net Assets 2015: $11,054,2402015Assets 2016: $11,834,233Liabilities 2016: $563,385Net Assets 2016: $11,270,8482016Assets 2017: $13,219,422Liabilities 2017: $596,320Net Assets 2017: $12,623,1022017Assets 2018: $12,748,483Liabilities 2018: $659,897Net Assets 2018: $12,088,5862018Assets 2018: $12,748,483Liabilities 2018: $659,897Net Assets 2018: $12,088,5862018Assets 2019: $14,850,008Liabilities 2019: $679,256Net Assets 2019: $14,170,7522019Assets 2020: $17,483,519Liabilities 2020: $741,976Net Assets 2020: $16,741,5432020Assets 2021: $19,671,481Liabilities 2021: $897,568Net Assets 2021: $18,773,9132021Assets 2022: $15,761,917Liabilities 2022: $822,058Net Assets 2022: $14,939,8592022Assets 2023: $17,387,539Liabilities 2023: $785,576Net Assets 2023: $16,601,9632023Assets 2024: $20,511,468Liabilities 2024: $933,367Net Assets 2024: $19,578,1012024

Highlighted filing

2018

Assets$12,748,483
Liabilities$659,897
Net Assets$12,088,586
Open 2018 Filing

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $313,293Expenses 2011: $856,662Net Income 2011: -$543,3692011Revenue 2012: $127,877Expenses 2012: $669,726Net Income 2012: -$541,8492012Revenue 2013: $631,793Expenses 2013: $682,479Net Income 2013: -$50,6862013Revenue 2014: $638,281Expenses 2014: $734,156Net Income 2014: -$95,8752014Revenue 2015: $1,172,257Expenses 2015: $736,598Net Income 2015: $435,6592015Revenue 2016: $902,368Expenses 2016: $711,237Net Income 2016: $191,1312016Revenue 2017: $1,095,266Expenses 2017: $749,364Net Income 2017: $345,9022017Revenue 2018: $2,541,372Expenses 2018: $818,148Net Income 2018: $1,723,2242018Revenue 2018: $2,541,372Expenses 2018: $818,148Net Income 2018: $1,723,2242018Revenue 2019: $612,603Expenses 2019: $795,937Net Income 2019: -$183,3342019Revenue 2020: $859,197Expenses 2020: $863,752Net Income 2020: -$4,5552020Revenue 2021: $1,938,867Expenses 2021: $1,043,992Net Income 2021: $894,8752021Revenue 2022: $1,300,935Expenses 2022: $967,554Net Income 2022: $333,3812022Revenue 2023: $1,178,895Expenses 2023: $918,110Net Income 2023: $260,7852023Revenue 2024: $2,930,288Expenses 2024: $1,086,946Net Income 2024: $1,843,3422024

Highlighted filing

2018

Revenue$2,541,372
Expenses$818,148
Net Income$1,723,224
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 22, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD L LYNCHSuccessor Tr-$34,610-$34,610
Filing and Contact Details

Filer

Filer Name
George H Graff Irrevocable Trust
EIN
65-6463779
Phone
7724661040
Address
603 N INDIAN RIVER DR STE 300, FT PIERCE, FL 34950

Signing Officer

Name
Richard L Lynch
Title
Successor Trustee
Phone
7724661040
Signed
2019-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Lynch Johnson & Long LLC
Address
603 NORTH INDIAN RIVER DRIVE SUITE, FORT PIERCE, FL 34950
Preparer
Richard L Lynch
Phone
7724661040
Raw XML AppendixShowing 400 of 733 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt24PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt29PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192018-06
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt482018-08
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5-34140
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt7-49206
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8-12056
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt9-5217
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt14-26288
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt16-28773
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3346979
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt37189360
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3964086
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4115242
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt42112172
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4337110
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4483501
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt45196218
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4722001
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt51110191
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010349100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt010349100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIDELITY/BOSTON PRIVATE WEALTH
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0281334
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt019903
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02541372
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt020897
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt020897
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt019903
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt034610
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt034610
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0596320
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0659896
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0281334
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0281334
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01723224
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt012706232
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt015759
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt015759
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02260038
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0142985
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt084831
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt084831
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02058
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02058
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0596320
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0158252
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0818148
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0301237
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02541372
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00

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Filings

Displayed year

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

Open filing
Assets
$12,748,483
Liabilities
$659,897
Net assets
$12,088,586
Revenue
$2,541,372
Expenses
$818,148
Net income
$1,723,224
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$20.5$0.93$19.6$2.93$1.09$1.84
2023Detailed filing. Detailed filing data is available for this year.$17.4$0.79$16.6$1.18$0.92$0.26
2022Detailed filing. Detailed filing data is available for this year.$15.8$0.82$14.9$1.30$0.97$0.33
2021Detailed filing. Detailed filing data is available for this year.$19.7$0.90$18.8$1.94$1.04$0.89
2020Detailed filing. Detailed filing data is available for this year.$17.5$0.74$16.7$0.86$0.86$0.00
2019Detailed filing. Detailed filing data is available for this year.$14.9$0.68$14.2$0.61$0.80$0.18
2018Detailed filing. Detailed filing data is available for this year.$12.7$0.66$12.1$2.54$0.82$1.72
2018Detailed filing. Detailed filing data is available for this year.$12.7$0.66$12.1$2.54$0.82$1.72
2017Detailed filing. Detailed filing data is available for this year.$13.2$0.60$12.6$1.10$0.75$0.35
2016Detailed filing. Detailed filing data is available for this year.$11.8$0.56$11.3$0.90$0.71$0.19
2015Detailed filing. Detailed filing data is available for this year.$11.6$0.58$11.1$1.17$0.74$0.44
2014Detailed filing. Detailed filing data is available for this year.$12.2$0.58$11.6$0.64$0.73$0.10
2013Detailed filing. Detailed filing data is available for this year.$11.9$0.54$11.3$0.63$0.68$0.05
2012Summary only. Only limited summary data is available for this year.$10.1$0.51$0.13$0.67$0.54
2011Summary only. Only limited summary data is available for this year.$9.68$0.49$0.31$0.86$0.54