Helen I Graham Charitable Foundation

Pound Ridge, NY
Tax-exempt since Aug. 2000
EIN: 13-4070185

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$87.2k (2024)

Expenses

$242k (2024)

Total Assets

$2.32M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$87,176

Expenses

$241,633

Net Income

-$154,457

Net Assets

$2,321,199

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,456	6.3%
Dividends	$137,634	> 100%
Sales of Assets	-$55,914
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,000	87.3%
Compensation of Officers*	$28,550	11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,321,199
Total Liabilities	$0
Net Assets	$2,321,199

Compensation

Key Employees and Officers	Compensation	Other
Tyler Dann (Trustee)	$20,250	$0
Harvey Dann Iv (Trustee)	$8,300	$0

990-PF

Filed on May 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$220,333

Expenses

$229,690

Net Income

-$9,357

Net Assets

$2,475,656

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,528	2.5%
Dividends	$133,943	60.8%
Sales of Assets	$80,862	36.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$195,000	84.9%
Compensation of Officers*	$25,744	11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,475,656
Total Liabilities	$0
Net Assets	$2,475,656

Compensation

Key Employees and Officers	Compensation	Other
Tyler Dann (Trustee)	$17,750	$0
Harvey Dann Iv (Trustee)	$7,994	$0

990-PF

Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$415,316

Expenses

$231,207

Net Income

$184,109

Net Assets

$2,485,013

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,845	0.4%
Dividends	$131,398	31.6%
Sales of Assets	$282,073	67.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$199,000	86.1%
Compensation of Officers*	$25,075	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,485,013
Total Liabilities	$0
Net Assets	$2,485,013

Compensation

Key Employees and Officers	Compensation	Other
Tyler Dann (Trustee)	$17,125	$0
Harvey Dann Iv (Trustee)	$7,950	$0

990-PF

Filed on May 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$297,947

Expenses

$222,307

Net Income

$75,640

Net Assets

$2,297,886

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$132,529	44.5%
Sales of Assets	$165,404	55.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$194,000	87.3%
Compensation of Officers*	$24,975	11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,297,886
Total Liabilities	$0
Net Assets	$2,297,886

Compensation

Key Employees and Officers	Compensation	Other
Tyler Dann (Trustee)	$17,250	$0
Harvey Dann Iv (Trustee)	$7,725	$0

990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$76,151

Expenses

$204,570

Net Income

-$128,419

Net Assets

$2,222,245

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$131,723	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$180,000	88.0%
Compensation of Officers*	$22,655	11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,222,246
Total Liabilities	$1
Net Assets	$2,222,245

Compensation

Key Employees and Officers	Compensation	Other
Tyler Dann (Trustee)	$14,000	$0
Harvey Dann Iv (Trustee)	$8,655	$0

990-PF

Filed on Nov. 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$170,035

Expenses

$283,918

Net Income

-$113,883

Net Assets

$2,350,664

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$78	0.0%
Dividends	$142,573	83.8%
Sales of Assets	$27,384	16.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$253,000	89.1%
Compensation of Officers*	$25,946	9.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,350,665
Total Liabilities	$1
Net Assets	$2,350,664

Compensation

Key Employees and Officers	Compensation	Other
Tyler Dann (Trustee)	$17,800	$0
Harvey Dann Iv (Trustee)	$8,146	$0

990-PF

Filed on Aug. 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$258,817

Expenses

$281,673

Net Income

-$22,856

Net Assets

$2,464,548

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$217	0.1%
Dividends	$135,394	52.3%
Sales of Assets	$123,206	47.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$251,000	89.1%
Compensation of Officers*	$9,200	3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,464,548
Total Liabilities	$0
Net Assets	$2,464,548

Compensation

Key Employees and Officers	Compensation	Other
Harvey Dann Iv (Trustee)	$9,200	$0
Tyler Dann (Trustee)	$0	$0

990-PF

Filed on May 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$136,552

Expenses

$286,836

Net Income

-$150,284

Net Assets

$2,487,404

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$148	0.1%
Dividends	$131,149	96.0%
Sales of Assets	$5,255	3.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$250,000	87.2%
Compensation of Officers*	$15,000	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,487,404
Total Liabilities	$0
Net Assets	$2,487,404

Compensation

Key Employees and Officers	Compensation	Other
Harvey Dann Iv (Trustee)	$7,500	$0
Tyler Dann (Trustee)	$7,500	$0

990-PF

Filed on May 3, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$191,713

Expenses

$270,369

Net Income

-$78,656

Net Assets

$2,637,688

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$121,707	63.5%
Sales of Assets	$69,991	36.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$231,000	85.4%
Compensation of Officers*	$18,084	6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,637,688
Total Liabilities	$0
Net Assets	$2,637,688

Compensation

Key Employees and Officers	Compensation	Other
Harvey Dann Iv (Trustee)	$9,042	$0
Tyler Dann (Trustee)	$9,042	$0

990-PF

Filed on May 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$220,386

Expenses

$311,897

Net Income

-$91,511

Net Assets

$2,716,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22	0.0%
Dividends	$145,414	66.0%
Sales of Assets	$74,950	34.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$274,000	87.8%
Compensation of Officers*	$17,880	5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,716,344
Total Liabilities	$0
Net Assets	$2,716,344

Compensation

Key Employees and Officers	Compensation	Other
Harvey Dann Iv (Trustee)	$8,940	$0
Tyler Dann (Trustee)	$8,940	$0

990-PF

Filed on May 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$272,116

Expenses

$308,599

Net Income

-$36,483

Net Assets

$2,807,855

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25	0.0%
Dividends	$151,608	55.7%
Sales of Assets	$120,440	44.3%
Other Income	$43	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$268,000	86.8%
Compensation of Officers*	$17,700	5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,807,855
Total Liabilities	$0
Net Assets	$2,807,855

Compensation

Key Employees and Officers	Compensation	Other
Harvey Dann Iv (Trustee)	$8,850	$0
Tyler Dann (Trustee)	$8,850	$0

990-PF

Filed on May 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$147,300

Expenses

$194,257

Net Income

-$46,957

Net Assets

$2,844,338

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$152,399	> 100%
Sales of Assets	-$5,107
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$158,500	81.6%
Compensation of Officers*	$14,780	7.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,844,338
Total Liabilities	$0
Net Assets	$2,844,338

Compensation

Key Employees and Officers	Compensation	Other
Harvey Dann Iv (Trustee)	$7,390	$0
Tyler Dann (Trustee)	$7,390	$0

990-PF

Filed on May 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$131,713

Expenses

$185,942

Net Income

-$54,229

Net Assets

$2,891,294

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16	0.0%
Dividends	$151,845	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,000	82.3%
Compensation of Officers*	$13,500	7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,891,295
Total Liabilities	$1
Net Assets	$2,891,294

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$82,444

Expenses

$168,007

Net Income

-$85,563

Net Assets

$2,945,523

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$137,094	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,000	82.1%
Compensation of Officers*	$11,840	7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,945,524
Total Liabilities	$1
Net Assets	$2,945,523

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Helen I Graham Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $87.2k (2024)

Expenses $242k (2024)

Total Assets $2.32M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$87.2k (2024)

Expenses

$242k (2024)

Total Assets

$2.32M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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2019

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2018

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2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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