2024-10-14T16:14:00-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990PF 2023-01-01 236805421 THE GRAHAM FOUNDATION GRAH 7178494001 1420 SIXTH AVENUE YORK PA 17403 WILLIAM H KERLIN JR TRUSTEE 7178494001 2024-10-14 1 1 KERRI N BOGDA CPA P00760402 7177404863 2024-10-14 2023 2024-10-15 13:58:12Z X 32285320 X 3615000 28896 28896 279287 279287 279287 744430 695253 4667613 1003436 0 0 0 2683 0 2683 1364 1364 0 3803 0 0 1556 0 1556 9406 1364 4239 3651150 3651150 3660556 1364 3655389 1007057 1002072 34174 -20466 -20465 644905 682144 682144 29101145 30124863 31623641 29780224 30786541 32285320 0 0 X 0 0 0 0 29780224 30786541 29780224 30786541 29780224 30786541 29780224 1007057 0 30787281 740 30786541 FLOW THROUGH FROM GRAHAM CAPITAL PARTNERS I, LP P 2023-12-31 201848 201848 201848 FLOW THROUGH FROM GRAHAM CAPITAL HEDGE FUND PARTNERS I, LP P 2023-12-31 77439 77439 77439 279287 13929 0 13929 0 13929 50000 0 0 0 50000 0 36071 36000 71 0 0 0 0 0 0 0 0 1 1 0 1 1 PA 1 0 0 0 0 1 N/A WILLIAM H KERLIN JR 7178494001 1420 SIXTH AVENUE YORK PA 17403 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DONALD C GRAHAM 1420 SIXTH AVENUE YORK PA 17403 TRUSTEE 1.00 0 0 0 WILLIAM H KERLIN JR 1420 SIXTH AVENUE YORK PA 17403 TRUSTEE 1.00 0 0 0 INGRID A GRAHAM 1420 SIXTH AVENUE YORK PA 17403 TRUSTEE 1.00 0 0 0 KRISTIN R GRAHAM 1420 SIXTH AVENUE YORK PA 17403 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 596321 78752 29072572 29747645 0 0 29747645 446215 29301430 1465072 1465072 13929 14718 28647 1436425 0 1436425 0 1436425 3655389 0 3655389 1436425 0 0 790931 1574454 1770825 4136210 3655389 0 0 3615000 40389 0 1396036 1396036 6355174 0 0 0 0 0 3615000 0 2740174 2740174 DONALD C GRAHAM PAUL L RUDY III 1420 SIXTH AVENUE YORK PA 17403 7178494001 PAUL_RUDY@GRCAP.COM NO SPECIFIC FORM NONE AS DIRECTED BY TRUSTEES TO ANY CHARITABLE ORGANIZATION IN THE UNITED STATES, NO INDIVIDUALS AMERICAN RED CROSS 610 COMMUNITY WAY LANCASTER PA 17603 NONE 501(C)(3) GENERAL FUND 7500 APPELL CENTER FOR THE PERFORMING ARTS 50 N GEORGE STREET YORK PA 17401 NONE 501(C)(3) CENTENNIAL CAMPAIGN 20000 BYRNES HEALTH ED CENTER 515 SOUTH GEORGE STREET YORK PA 17401 NONE 501(C)(3) CAPITAL CAMPAIGN 12000 CHILDREN'S HOME OF YORK 77 SHOE HOUSE ROAD YORK PA 17406 NONE 501(C)(3) GENERAL FUND 5000 CRISPUS ATTUCKS 601 SOUTH QUEEN STREET LANCASTER PA 17603 NONE 501(C)(3) HISTORY & CULTURE CENTER 50000 CULTURAL ALLIANCE 2536 EASTERN BLVD PMB 402 YORK PA 17402 NONE 501(C)(3) GENERAL FUND 14500 DARTMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 03755 NONE 501(C)(3) FIELD HOUSE 1000000 DARTMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 03755 NONE 501(C)(3) SCHOLARSHIP FUND 20000 UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET SUITE 8000 ANN ARBOR MI 48109 NONE 501(C)(3) EXPANSION PROJECT, OPERATING SUPPORT, DEANSHIP FUND 500000 DOWNTOWN INC 144 ROOSEVELT AVENUE SUITE 100 YORK PA 17401 NONE 501(C)(3) GENERAL FUND 2000 GARDEN CLUB OF YORK 970 SUMMIT CIRCLE NORTH YORK PA 17403 NONE 501(C)(3) GENERAL FUND 250 GIVE LOCAL YORK 238 N GEORGE STREET YORK PA 17401 NONE 501(C)(3) GENERAL FUND 3500 KEYSTONE KIDSPACE PO BOX 2442 YORK PA 17405 NONE 501(C)(3) CAPITAL CAMPAIGN 5000 LEG UP FARM 4880 NORTH SERMAN STREET MT WOLF PA 17347 NONE 501(C)(3) CAPITAL CAMPAIGN 8000 LOGOS ACADEMY 250 WEST KING STREET YORK PA 17401 NONE 501(C)(3) CAPITAL CAMPAIGN 10000 MAKE A WISH FOUNDATION 2951 WHITEFORD ROAD SUITE 304 YORK PA 17402 NONE 501(C)(3) GENERAL FUND 1500 NAMI YORK-ADAMS 140 ROOSEVELT AVENUE SUITE 200 YORK PA 17401 NONE 501(C)(3) GENERAL FUND 500 OLIVIA'S HOUSE 830 SOUTH GEORGE STREET YORK PA 17403 NONE 501(C)(3) GENERAL FUND 250 OUR DAILY BREAD 331 SOUTH GEORGE STREET YORK PA 17401 NONE 501(C)(3) GENERAL FUND 200 PAPPUS HOUSE 253 CHERRY STREET YORK PA 17402 NONE 501(C)(3) CAPITAL CAMPAIGN 8000 PINK POWER 10 BENTZEL MILL ROAD YORK PA 17404 NONE 501(C)(3) GENERAL FUND 250 SQUAM LAKES CONSERVATION PO BOX 696 HOLDERNESS NH 03241 NONE 501(C)(3) FOREVER SQUAM CAMPAIGN 25000 SUSQUEHANNA SCORE 410 KINGS MILL ROAD YORK PA 17401 NONE 501(C)(3) GENERAL FUND 500 TENNIS FOR KIDS INC 1985 HIGH ROCK ROAD YORK PA 17406 NONE 501(C)(3) GENERAL FUND 500 THE SALVATION ARMY 50 EAST KING STREET YORK PA 17401 NONE 501(C)(3) CAPITAL CAMPAIGN 5000 UNITED WAY OF YORK COUNTY 800 EAST KING STREET PO BOX 1663 YORK PA 17405 NONE 501(C)(3) GENERAL FUND 50000 UNIVERSITY OF PENNSYLVANIA 3260 SOUTH STREET PHILADELPHIA PA 19104 NONE 501(C)(3) EQYPT GALLERIES 750000 UPMC PINNACLE FOUNDATION PO BOX 8700 HARRISBURG PA 17105 NONE 501(C)(3) BUILDING A STRONGER COMMUNITY CAMPAIGN 3000 YORK ACADEMY FOUNDATION 32 W NORTH STREET YORK PA 17401 NONE 501(C)(3) CAPITAL CAMPAIGN 5000 YORK BENEVOLENT ASSOCIATION PO BOX 5041 YORK PA 17405 NONE 501(C)(3) GENERAL FUND 200 YORK CITY PARKS CONSERVANCY 15 EAST PHILADELPHIA STREET YORK PA 17401 NONE 501(C)(3) CAMPAIGN TO TRANSFORM PARKS 10000 YORK CITY PARKS & RECREATION BUREAU 101 SOUTH GEORGE STREET YORK PA 17401 NONE 501(C)(3) SUMMER PARKS PROGRAM 2500 YORK COUNTY RAIL TRAIL PO BOX 335 SEVEN VALLEYS PA 17360 NONE 501(C)(3) GENERAL FUND 500 YORK COUNTY LITERACY COUNCIL 1416 6TH AVENUE YORK PA 17403 NONE 501(C)(3) LITERACY EMPOWERMENT CAMPAIGN 1500 YORK COLLEGE OF PA 441 COUNTRY CLUB ROAD YORK PA 17403 NONE 501(C)(3) GRAHAM CENTER FOR COLLABORATIVE INNOVATIONS 125000 YORK COLLEGE OF PA 441 COUNTRY CLUB ROAD YORK PA 17403 NONE 501(C)(3) GRAHAM COLLABORATIVE INNOVATION FELLOWS 150000 YORK COUNTY LIBRARIES 159 EAST MARKET STREET 3RD FLOOR YORK PA 17401 NONE 501(C)(3) GENERAL FUND 2000 YORK JEWISH COMMUNITY CENTER 2000 HOLLYWOOD DRIVE YORK PA 17403 NONE 501(C)(3) CAPITAL CAMPAIGN 500000 YOUNG LIFE PO BOX 1171 YORK PA 17405 NONE 501(C)(3) GENERAL FUND 2000 YWCA YORK 90 NORTH NEWBERRY STREET YORK PA 17401 NONE 501(C)(3) CAPITAL CAMPAIGN 10000 CRISPUS ATTUCKS 601 SOUTH QUEEN STREET LANCASTER PA 17603 NONE 501(C)(3) PA EDUCATIONAL IMPROVEMENT CREDIT SCHOLARSHIP ORGANIZATION PROGRAM. 25000 LOGOS ACADEMY 250 WEST KING STREET YORK PA 17401 NONE 501(C)(3) PA EDUCATIONAL IMPROVEMENT CREDIT SCHOLARSHIP ORGANIZATION PROGRAM. 40000 LOGOS ACADEMY 250 WEST KING STREET YORK PA 17401 NONE 501(C)(3) PA EDUCATIONAL IMPROVEMENT CREDIT SCHOLARSHIP ORGANIZATION PROGRAM. 25000 YSC ACADEMY 2501 SEAPORT DR - RF 100 CHESTER PA 19013 NONE 501(C)(3) PA EDUCATIONAL IMPROVEMENT CREDIT SCHOLARSHIP ORGANIZATION PROGRAM. 250000 3651150 APPELL CENTER 50 N GEORGE STREET YORK PA 17401 NONE 501(C)(3) GENERAL CAMPAIGN 60000 CRISPUS ATTUCKS 601 SOUTH QUEEN STREET LANCASTER PA 17603 NONE 501(C)(3) MOLDED BY HISTORY CAMPAIGN 200000 DARTMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 03755 NONE 501(C)(3) ANON FIELD HOUSE 1560000 DARTMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 03755 NONE 501(C)(3) SCHOLARSHIP FUND 80000 SQUAM LAKES CONSERVATION PO BOX 696 HOLDERNESS NH 03241 NONE 501(C)(3) FOREVER SQUAM CAMPAIGN 25000 UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET - ROOM 8070 ANN ARBOR MI 48109 NONE 501(C)(3) GESI COMMITMENT 500000 UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET - ROOM 8070 ANN ARBOR MI 48109 NONE 501(C)(3) HOCKEY PROGRAM 175000 UNIVERSITY OF PENNSYLVANIA 3260 SOUTH STREET PHILADELPHIA PA 19104 NONE 501(C)(3) EGYPT GALLERIES 4250000 YORK COLLEGE OF PENNSYLVANIA 441 COUNTRY CLUB ROAD YORK PA 17403 NONE 501(C)(3) GRAHAM COLLABORATIVE FELLOWS 300000 YORK COLLEGE OF PENNSYLVANIA 441 COUNTRY CLUB ROAD YORK PA 17403 NONE 501(C)(3) GRAHAM COLLABORATIVE INNOVATION 2125000 YORK COUNTY LIBRARIES 159 EAST MARKET STREET 3RD FLOOR YORK PA 17401 NONE 501(C)(3) IMAGINE DISCOVER CONNECT CAMPAIGN 2000 DARTMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 03755 NONE 501(C)(3) CALL TO LEAD CAMPAIGN 7000000 UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET - ROOM 8070 ANN ARBOR MI 48109 NONE 501(C)(3) ATHLETICS & SCHOLARSHIPS 2000000 UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET - ROOM 8070 ANN ARBOR MI 48109 NONE 501(C)(3) SCHOOL OF NATURAL RESOURCES AND ENVIRONMENT 2500000 UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET - ROOM 8070 ANN ARBOR MI 48109 NONE 501(C)(3) GESI COMMITMENT 2500000 WELLSPAN YORK CANCER CENTER 25 MONUMENT ROAD YORK PA 17403 NONE 501(C)(3) GENERAL FUND 500000 YORK COLLEGE OF PENNSYLVANIA 441 COUNTRY CLUB ROAD YORK PA 17403 NONE 501(C)(3) GENERAL FUND 2500000 THE BELMONT THEATRE 27 S BELMONT STREET YORK PA 17403 NONE 501(C)(3) CAPITAL CAMPAIGN 50000 BYRNES HEALTH EDUCATION CENTER 515 SOUTH GEORGE STREET YORK PA 17401 NONE 501(C)(3) CAMPAIGN 24000 KEYSTONE KIDSPACE PO BOX 2442 YORK PA 17405 NONE 501(C)(3) PLAY WITH A PURPOSE CAMPAIGN 5000 LEG UP FARM 4880 NORTH SHERMAN STREET MT WOLF PA 17347 NONE 501(C)(3) SECURE THE DREAM TOGETHER CAPITAL CAMPAIGN 16000 LOGOS ACADEMY 250 WEST KING STREET YORK PA 17401 NONE 501(C)(3) CAMPUS EXPANSION CAPITAL CAMPAIGN 20000 THE SALVATION ARMY 50 EAST KING STREET YORK PA 17401 NONE 501(C)(3) GENERAL FUND 20000 PAPPUS HOUSE 253 CHERRY STREET YORK PA 17402 NONE 501(C)(3) CAPITAL CAMPAIGN 24000 UPMC PINNACLE MEMORIAL PO BOX 8700 HARRISBURG PA 17105 NONE 501(C)(3) GENERAL FUND 3000 YWCA YORK 320 EAST MARKET STREET YORK PA 17403 NONE 501(C)(3) CAPITAL CAMPAIGN 30000 26469000 14 28896 523000 105910 18 173377 GRAHAM CAPITAL PARTNERS I, LP 523000 -3462 01 547139 GRAHAM CAPITAL HEDGE FUND PARTNERS I, LP 523000 52639 01 148114 155087 897526 0 1052613 0 0 0 0 0 0 0 0 0 0 X X 1 DONALD C GRAHAM 1420 SIXTH AVENUE YORK PA 17403 3140000 X 2 GRAHAM CAPITAL COMPANY 1420 SIXTH AVENUE YORK PA 17403 425000 X 3 GRAHAM ALTERNATIVE INVESTMENT PARTNERS IV 1420 SIXTH AVENUE YORK PA 17403 50000 X ACCOUNTING FEES 2683 0 2683 ELECTION ATTACHED TO AND MADE PART OF FORM 990PFRETURN OF PRIVATE FOUNDATIONFOR THE YEAR ENDED DECEMBER 31, 2023AMOUNT TREATED AS DISTRIBUTIONS OUT OF CORPUS TO SATISFY SECTION 170(B)(1)(F)(II) PURSUANT TO TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2), THE GRAHAM FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT DISTRIBUTION OUT OF CORPUS, THE UNUSED EXCESS CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $3,615,000._________________________________________________________WILLIAM H. KERLIN, JR. TRUSTEE FORM 990-PF, PART XII, LINE 7 ELECTION ATTACHED TO AND MADE PART OF FORM 990PF, RETURN OF PRIVATE FOUNDATIONFOR THE YEAR ENDED DECEMBER 31, 2023SECTION 53.4942(A)-3(D)(2) ELECTION TO TREAT QUALIFYING DISTRIBUTIONS AS DISTRIBUTIONS OUT OF CORPUSTHE GRAHAM FOUNDATION HEREBY ELECTS, PURSUANT TO TREASURY REGULATIONS SECTION 53.4942(A)-3(C)(2), TO TREAT DISTRIBUTIONS OF $3,140,000 (WHICH EQUALS THE VALUE OF ALL CONTRIBUTIONS RECEIVED IN 2023 FROM DONALD C GRAHAM) AS DISTRIBUTIONS OUT OF CORPUS. ACCORDINGLY, THE GRAHAM FOUNDATION MEETS THE PASS-THROUGH REQUIREMENT OF INTERNAL REVENUE CODE 170(B)(1)(F).THE GRAHAM FOUNDATION HEREBY ELECTS, PURSUANT TO TREASURY REGULATIONS SECTION 53.4942(A)-3(C)(2), TO TREAT DISTRIBUTIONS OF $425,000 (WHICH EQUALS THE VALUE OF ALL CONTRIBUTIONS RECEIVED IN 2023 FROM GRAHAM CAPITAL COMPANY) AS DISTRIBUTIONS OUT OF CORPUS. ACCORDINGLY, THE GRAHAM FOUNDATION MEETS THE PASS-THROUGH REQUIREMENT OF INTERNAL REVENUE CODE 170(B)(1)(F).THE GRAHAM FOUNDATION HEREBY ELECTS, PURSUANT TO TREASURY REGULATIONS SECTION 53.4942(A)-3(C)(2), TO TREAT DISTRIBUTIONS OF $50,000 (WHICH EQUALS THE VALUE OF ALL CONTRIBUTIONS RECEIVED IN 2023 FROM GRAHAM ALTERNATIVE INVESTMENT PARTNERS IV) AS DISTRIBUTIONS OUT OF CORPUS. ACCORDINGLY, THE GRAHAM FOUNDATION MEETS THE PASS-THROUGH REQUIREMENT OF INTERNAL REVENUE CODE 170(B)(1)(F).PURSUANT TO REGULATION 53.4942(A)-3(C)(2)(IV), THE GRAHAM FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE 2020 UNUSED DISTRIBUTIONS OF $790,931, 2021 UNUSED DISTRIBUTIONS OF $1,574,454 AND 2022 UNUSED DISTRIBUTIONS OF $1,249,615 THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REGULATION 53.4942(A)-3(D)(1)(III) IN TAX YEAR 2023.__________________________________________________________WILLIAM H. KERLIN, JR. TRUSTEE 682144 682144 0 0 GCP I LP AT COST 23749952 24979431 GCHFP I LP AT COST 6374911 6644210 NONDEDUCTIBLE PENALTIES PAID 740 GENERAL LIABILITY INSURANCE 1556 0 1556 GRAHAM CAPITAL PARTNERS I, LP 543677 547139 543677 GRAHAM CAPITAL HEDGE FUND PARTNERS I, LP 200753 148114 200753 CASH MANAGEMENT FEES 1114 1114 0 INVESTMENT MANAGEMENT FEES 250 250 0 FEDERAL EXCISE TAX 3803 0 0