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Nonprofit · EIN 45-5340784

GRAFF FAMILY FOUNDATION PLANTE MORAN TRUST

Tax-exempt · SOUTHFIELD, MI 48037

Financials

$448K$179K2023$700K$278K2024$639K$355K2025
Revenue Expenses · by fiscal year end
Financials of GRAFF FAMILY FOUNDATION PLANTE MORAN TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$638,874$355,373$283,501$3,558,349$0$3,558,349
December 31, 2024990-PF$699,604$277,740$421,864$3,274,848$0$3,274,848
December 31, 2023990-PF$447,896$179,471$268,425$2,852,984$0$2,852,984
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$141,570
Dividends
$115,859
Interest
$11,775
Net gain from sales of assets
$369,670

Expenses

Grants and similar amounts paid
$305,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$305,000
Excise tax on investment income
$6,421

Balance sheet and other

Total assets, start of year
$3,274,848
Total assets, end of year
$3,558,349
Total liabilities, end of year
$0
Net assets, end of year
$3,558,349
Fair market value of assets
$6,168,268
Qualifying distributions
$305,000
Net investment income
$497,304

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
KIMBERLY WHITMORE
8332 MISTY MEADOWS, GRAND BLANC, MI 48439
PRESIDENT0$0
MAX H GRAFF
5021 GREEN MEADOWS, GRAND BLANC, MI 48439
VICE PRESIDENT0$0
BONNIE J GRAFF
5021 GREEN MEADOWS, GRAND BLANC, MI 48439
SECRETARY/TREASURER0$0
CHRISTOPHER GRAFF
7197 DARK LAKE DRIVE, CLARKSTON, MI 48346
MEMBER-DIRECTOR0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
KIMBERLY WHITMORE
8332 MISTY MEADOWS, GRAND BLANC, MI 48439
PRESIDENT0$0
MAX H GRAFF
5021 GREEN MEADOWS, GRAND BLANC, MI 48439
VICE PRESIDENT0$0
BONNIE J GRAFF
5021 GREEN MEADOWS, GRAND BLANC, MI 48439
SECRETARY/TREASURER0$0
CHRISTOPHER GRAFF
7197 DARK LAKE DRIVE, CLARKSTON, MI 48346
MEMBER-DIRECTOR0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
KIMBERLY WHITMORE
8332 MISTY MEADOWS, GRAND BLANC, MI 48439
PRESIDENT0$0
MAX H GRAFF
5021 GREEN MEADOWS, GRAND BLANC, MI 48439
VICE PRESIDENT0$0
BONNIE J GRAFF
5021 GREEN MEADOWS, GRAND BLANC, MI 48439
SECRETARY/TREASURER0$0
CHRISTOPHER GRAFF
7197 DARK LAKE DRIVE, CLARKSTON, MI 48346
MEMBER-DIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 3910, SOUTHFIELD, MI 48037-3910
Signed the 990-PF
KIMBERLY WHITMORE, PRESIDENT
Phone
(810) 653-4111
Return prepared by
PLANTE & MORAN PLLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
45-5340784
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2012
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,558,349
Income (IRS master file)
$1,562,954

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$638,874$355,373$3,558,349IRS
990-PFDecember 2024$699,604$277,740$3,274,848XML
990-PFDecember 2023$447,896$179,471$2,852,984XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-5340784).

Questions about GRAFF FAMILY FOUNDATION PLANTE MORAN TRUST

What is the EIN of GRAFF FAMILY FOUNDATION PLANTE MORAN TRUST?
The employer identification number (EIN) of GRAFF FAMILY FOUNDATION PLANTE MORAN TRUST is 45-5340784.
Is GRAFF FAMILY FOUNDATION PLANTE MORAN TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to GRAFF FAMILY FOUNDATION PLANTE MORAN TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GRAFF FAMILY FOUNDATION PLANTE MORAN TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of GRAFF FAMILY FOUNDATION PLANTE MORAN TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GRAFF FAMILY FOUNDATION PLANTE MORAN TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of GRAFF FAMILY FOUNDATION PLANTE MORAN TRUST?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does GRAFF FAMILY FOUNDATION PLANTE MORAN TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $638,874, expenses of $355,373 and total assets of $3,558,349 at year end.

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