Nonprofit · EIN 55-0896134
ELLEN AND IAN GRAHAM CHARITABLE FOUNDATION U-A 12182004
Also known as GRAHAM IAN & GRAHAM ELLEN CO-TTEE
Tax-exempt · PALM BEACH, FL 33480
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $659,761 | $484,127 | $175,634 | $11,682 | $0 | $11,682 |
| December 31, 2023 | 990-PF | $4,791,397 | $3,637,253 | $1,154,144 | $62,110,815 | $0 | $62,110,815 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $530,338
- Interest
- $517
- Net gain from sales of assets
- $106,055
- Other income
- $22,851
Expenses
- Grants and similar amounts paid
- $19,100
- Compensation of officers, directors and key employees
- $143,686
- Disbursements for charitable purposes
- $262,499
- Excise tax on investment income
- $5,688
Balance sheet and other
- Total assets, start of year
- $62,110,815
- Total assets, end of year
- $11,682
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,682
- Fair market value of assets
- $26,752
- Qualifying distributions
- $262,499
- Net investment income
- $602,804
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALEXIS GRAHAM 248 BAHAMA LANE, PALM BEACH, FL 33480 | TRUSTEE | 2 | $76,303 | $5,081 |
| JOHN AUSTIN BRYAN 248 BAHAMA LANE, PALM BEACH, FL 33480 | TRUSTEE | 2 | $67,383 | $0 |
| ELLEN GRAHAM 248 BAHAMA LANE, PALM BEACH, FL 33480 | TRUSTEE | 2 | $0 | $0 |
| GREGG S FISHER 248 BAHAMA LANE, PALM BEACH, FL 33480 | TRUSTEE | 2 | $0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALEXIS GRAHAM 248 BAHAMA LANE, PALM BEACH, FL 33480 | TRUSTEE | 2 | $181,537 | $12,195 |
| JOHN AUSTIN BRYAN 248 BAHAMA LANE, PALM BEACH, FL 33480 | TRUSTEE | 2 | $143,750 | $0 |
| ELLEN GRAHAM 248 BAHAMA LANE, PALM BEACH, FL 33480 | TRUSTEE | 2 | $0 | $0 |
| GREGG S FISHER 248 BAHAMA LANE, PALM BEACH, FL 33480 | TRUSTEE | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 248 BAHAMA LN, PALM BEACH, FL 33480-3308
- Signed the 990-PF
- AUSTIN BRYAN, TRUSTEE
- Phone
- (561) 842-8514
- Return prepared by
- RSM US LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 55-0896134
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $11,682
- Income (IRS master file)
- $1,874,810
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $659,761 | $484,127 | $11,682 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $4,791,397 | $3,637,253 | $62,110,815 | IRS |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 55-0896134).
Questions about ELLEN AND IAN GRAHAM CHARITABLE FOUNDATION U-A 12182004
- What is the EIN of ELLEN AND IAN GRAHAM CHARITABLE FOUNDATION U-A 12182004?
- The employer identification number (EIN) of ELLEN AND IAN GRAHAM CHARITABLE FOUNDATION U-A 12182004 is 55-0896134.
- Is ELLEN AND IAN GRAHAM CHARITABLE FOUNDATION U-A 12182004 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to ELLEN AND IAN GRAHAM CHARITABLE FOUNDATION U-A 12182004 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ELLEN AND IAN GRAHAM CHARITABLE FOUNDATION U-A 12182004 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELLEN AND IAN GRAHAM CHARITABLE FOUNDATION U-A 12182004 due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ELLEN AND IAN GRAHAM CHARITABLE FOUNDATION U-A 12182004 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ELLEN AND IAN GRAHAM CHARITABLE FOUNDATION U-A 12182004?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 2 received compensation from the organization, the highest $76,303 (ALEXIS GRAHAM, TRUSTEE).
- How much revenue does ELLEN AND IAN GRAHAM CHARITABLE FOUNDATION U-A 12182004 have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $659,761, expenses of $484,127 and total assets of $11,682 at year end.
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