Civic Intelligence

Grafton Family Foundation

EIN 87-1638950 • 501(c)3 • Maitland, FL

990-N CoverageNTEE T50

Profile

The grafton family foundation is, at its core a family-led foundation. Three generations of our family work together to lead the foundation and make an impact for children, familes and communities.

1865 East AdamsMaitland, FL 32751

www.graftonwealthfoundation.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.00x

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

NTEE T50 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

76th percentile

0.00x

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

NTEE T50 • <$500k nonprofits • Source year 2023

Net Margin

9th percentile

-80%

Higher net margin than 9% of similar nonprofits.

NTEE T50 • <$500k nonprofits • Source year 2023

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

NTEE T50 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets76th percentile

Assets

$2,924

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$2,924

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue76th percentileNet Margin9th percentile

Revenue

$12,515

No earlier filing loaded for comparison.

Expenses

$22,570

No earlier filing loaded for comparison.

Net Income

-$10,055

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0K$2.0K$1.0K$0Assets 2023: $2,924Liabilities 2023: $0Net Assets 2023: $2,9242023

Highlighted filing

2023

Assets$2,924
Liabilities$0
Net Assets$2,924
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10K-$20KRevenue 2023: $12,515Expenses 2023: $22,570Net Income 2023: -$10,0552023

Highlighted filing

2023

Revenue$12,515
Expenses$22,570
Net Income-$10,055
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,924
Liabilities
$0
Net assets
$2,924
Revenue
$12,515
Expenses
$22,570
Net income
-$10,055
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$12.5$22.6$10.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 4, 2025
Return Version
2023v6.0
Gross Receipts
$92,360
Mission and Program Overview

Mission

The grafton family foundation is, at its core a family-led foundation. Three generations of our family work together to lead the foundation and make an impact for children, familes and communities.

Program Services

DescriptionGrantsExpenses
THE GRAFTON FAMILY FOUNDATION IS, AT ITS CORE A FAMILY-LED FOUNDATION. THREE GENERATIONS OF OUR FAMILY WORK TOGETHER TO LEAD THE FOUNDATION AND MAKE AN IMPACT FOR CHILDREN, FAMILES AND COMMUNITIES.$22,570$22,570
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH GRAFTONPresidentPT$0--
JASON SIEGELTreasurerPT$0--
KYLE GRAFTONSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fashion Shows$92,360$79,845$79,845$0
Total Events$92,360$79,845$79,845$0
Filing and Contact Details

Filer

Filer Name
Grafton Family Foundation
EIN
87-1638950
Phone
4079202043
Address
1865 EAST ADAMS, MAITLAND, FL 32751

Signing Officer

Name
Sarah Grafton
Title
President
Phone
4079202043
Signed
2025-03-04
Discuss with paid preparer
Yes

Preparer

Firm
Schafer Tschopp Whitcomb Et Al
Address
541 S ORLANDO AVENUE SUITE 312, MAITLAND, FL 32751
Preparer
Thomas Tschopp
Phone
4078752760
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: grants. Grantee name: various charitable organizations. Date of gift: 12/31/24. Amount given: 22,570.”

Raw XML Appendix137 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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IRS990EZ/BooksInCareOfDetail/PhoneNum04079202043
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MAITLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt092360
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH GRAFTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JASON SIEGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KYLE GRAFTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE GRAFTON FAMILY FOUNDATION IS, AT ITS CORE A FAMILY-LED FOUNDATION. THREE GENERATIONS OF OUR FAMILY WORK TOGETHER TO LEAD THE FOUNDATION AND MAKE AN IMPACT FOR CHILDREN, FAMILES AND COMMUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE GRAFTON FAMILY FOUNDATION IS, AT ITS CORE A FAMILY-LED FOUNDATION. THREE GENERATIONS OF OUR FAMILY WORK TOGETHER TO LEAD THE FOUNDATION AND MAKE AN IMPACT FOR CHILDREN, FAMILES AND COMMUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022570
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022570
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt022570
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IRS990EZ/TotalRevenueAmt012515
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.GRAFTONWEALTHFOUNDATION.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012515
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt079845
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt012515
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012515
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012515
IRS990ScheduleA/TotalSupportAmt012515
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt012515
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt012515
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt079845
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FASHION SHOWS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt092360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt092360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt079845
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt079845
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt079845
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt079845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: VARIOUS CHARITABLE ORGANIZATIONS. DATE OF GIFT: 12/31/24. AMOUNT GIVEN: 22,570.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH GRAFTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04079202043
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRAFTON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GRAF
ReturnHeader/Filer/EIN0871638950
ReturnHeader/Filer/PhoneNum04079202043
ReturnHeader/Filer/USAddress/AddressLine1Txt01865 EAST ADAMS
ReturnHeader/Filer/USAddress/CityNm0MAITLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAITLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerPersonGrp/PhoneNum04078752760
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS TSCHOPP
ReturnHeader/ReturnTs02025-03-04T09:26:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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