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Nonprofit · EIN 57-0805774

THE GRAHAM FOUNDATION

Tax-exempt · GREENVILLE, SC 29615

Financials

$2.1M$3.1M2022$4.9M$4M2023$3.2M$4.4M2024
Revenue Expenses · by fiscal year end
Financials of THE GRAHAM FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$3,203,048$4,403,110-$1,200,062$46,871,944$11,251$46,860,703
August 31, 2024990-PF$4,883,052$3,960,424$922,628$48,047,463$100,364$47,947,099
August 31, 2023990-PF$2,110,122$3,076,797-$966,675$47,257,757$7,116$47,250,641
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Interest
$1,441,166
Net gain from sales of assets
$1,545,156
Other income
$216,726

Expenses

Grants and similar amounts paid
$3,394,000
Compensation of officers, directors and key employees
$353,800
Disbursements for charitable purposes
$3,919,905
Excise tax on investment income
$39,435

Balance sheet and other

Total assets, start of year
$48,047,463
Total assets, end of year
$46,871,944
Total liabilities, end of year
$11,251
Net assets, end of year
$46,860,703
Fair market value of assets
$64,271,452
Qualifying distributions
$3,919,905
Net investment income
$3,203,048

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Laura Caligan-Gilliam
P O Box 26179, Greenville, SC 29616
Chief Strategy Officer40$267,800$93,613
Bill Bridges
P O Box 26179, Greenville, SC 29616
Trustee15$60,000$0
Susan R Lambert
P O Box 26179, Greenville, SC 29616
Trustee Chair/CEO15$26,000$50,609
990-PF for the year ended August 31, 2024: 4 people
NameTitleHours / weekCompensationOther / benefits
Laura Caligan-Gilliam
P O Box 26179, Greenville, SC 29616
Chief Strategy Officer40$260,000$77,433
Steve Lambert
P O Box 26179, Greenville, SC 29616
Trustee15$60,000$0
Bill Bridges
P O Box 26179, Greenville, SC 29616
Trustee15$60,000$0
Susan R Lambert
P O Box 26179, Greenville, SC 29616
Trustee Chair/CEO15$5,450$42,592
990-PF for the year ended August 31, 2023: 4 people
NameTitleHours / weekCompensation
LAURA CALIGAN-GILLIAM
PO BOX 26179, GREENVILLE, SC 29616
CHIEF STRATEGY OFFICER40$226,932
BILL BRIDGES
PO BOX 26179, GREENVILLE, SC 29616
TRUSTEE1$32,000
STEVE LAMBERT
PO BOX 26179, GREENVILLE, SC 29616
TRUSTEE1$24,000
SUSAN R LAMBERT
PO BOX 26179, GREENVILLE, SC 29616
TRUSTEE CHAIR/CEO1$5,033

Address and contacts

Address (IRS master file)
7 BRIDGETON CT, GREENVILLE, SC 29615-2601
In care of
% BANK OF AMERICA NA
Signed the 990-PF
Susan R Lambert, Trustee Chair/CEO
Phone
(404) 966-6149
Return prepared by
Forvis Mazars 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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
57-0805774
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
1986
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$46,871,944
Income (IRS master file)
$8,091,952

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$3,203,048$4,403,110$46,871,944XML
990-PFAugust 2024$4,883,052$3,960,424$48,047,463XML
990-PFAugust 2023$2,110,122$3,076,797$47,257,757XML
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 2020–––IRS
990-PFAugust 2019–––IRS
990-PFAugust 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 57-0805774).

Questions about THE GRAHAM FOUNDATION

What is the EIN of THE GRAHAM FOUNDATION?
The employer identification number (EIN) of THE GRAHAM FOUNDATION is 57-0805774.
Is THE GRAHAM FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to THE GRAHAM FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE GRAHAM FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE GRAHAM FOUNDATION due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE GRAHAM FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of THE GRAHAM FOUNDATION?
The 990-PF for the year ended August 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $267,800 (Laura Caligan-Gilliam, Chief Strategy Officer).
How much revenue does THE GRAHAM FOUNDATION have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $3,203,048, expenses of $4,403,110 and total assets of $46,871,944 at year end.

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