Benjamin H & Ruth Daggy Graham Tr Share A

Orlando, FL
Tax-exempt since Dec. 2002
EIN: 74-6466483

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$88.7k (2024)

Expenses

$44.1k (2024)

Total Assets

$1.05M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

$88,728

Expenses

$44,052

Net Income

$44,676

Net Assets

$1,054,827

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,895	32.6%
Sales of Assets	$59,833	67.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,360	84.8%
Compensation of Officers*	$11,720	26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,054,827
Total Liabilities	$0
Net Assets	$1,054,827

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$11,720	$0

990-PF

Filed on April 18, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$63,379

Expenses

$42,412

Net Income

$20,967

Net Assets

$1,009,753

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,170	60.2%
Sales of Assets	$25,209	39.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,652	86.4%
Compensation of Officers*	$10,304	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,009,753
Total Liabilities	$0
Net Assets	$1,009,753

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$6,747	$0
Usaa Federal Savings Bank (Trustee)	$3,557	$0

990-PF

Filed on July 31, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$44,669

Expenses

$76,390

Net Income

-$31,721

Net Assets

$988,528

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,605	55.1%
Sales of Assets	$19,468	43.6%
Other Income	$596	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,024	86.4%
Compensation of Officers*	$13,184	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$988,528
Total Liabilities	$0
Net Assets	$988,528

Compensation

Key Employees and Officers	Compensation	Other
Usaa Federal Savings Bank (Trustee)	$13,184	$0

990-PF

Filed on April 14, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$95,183

Expenses

$73,506

Net Income

$21,677

Net Assets

$1,020,872

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,409	26.7%
Sales of Assets	$69,400	72.9%
Other Income	$374	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,970	87.0%
Compensation of Officers*	$14,124	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,020,872
Total Liabilities	$0
Net Assets	$1,020,872

Compensation

Key Employees and Officers	Compensation	Other
Usaa Federal Savings Bank (Trustee)	$14,124	$0

990-PF

Filed on May 9, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$50,986

Expenses

$69,236

Net Income

-$18,250

Net Assets

$999,467

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,601	50.2%
Sales of Assets	$25,385	49.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,702	87.7%
Compensation of Officers*	$12,985	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$999,468
Total Liabilities	$1
Net Assets	$999,467

Compensation

Key Employees and Officers	Compensation	Other
Usaa Federal Savings Bank (Trustee)	$12,985	$0

990-PF

Filed on May 12, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$46,968

Expenses

$65,111

Net Income

-$18,143

Net Assets

$1,016,743

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,203	62.2%
Sales of Assets	$17,732	37.8%
Other Income	$33	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,915	84.3%
Compensation of Officers*	$12,773	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,016,743
Total Liabilities	$0
Net Assets	$1,016,743

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

Revenue

$65,327

Expenses

$66,665

Net Income

-$1,338

Net Assets

$1,036,426

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,118	43.0%
Sales of Assets	$37,209	57.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,736	83.6%
Compensation of Officers*	$12,887	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,036,426
Total Liabilities	$0
Net Assets	$1,036,426

Compensation

Key Employees and Officers	Compensation	Other
Usaa Federal Savings Bank (Trustee)	$12,887	$0

990-PF

Filed on May 9, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$53,045

Expenses

$36,223

Net Income

$16,822

Net Assets

$1,145,674

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,045	58.5%
Sales of Assets	$22,000	41.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,591	67.9%
Compensation of Officers*	$10,153	28.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,145,674
Total Liabilities	$0
Net Assets	$1,145,674

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$57,271

Expenses

$38,310

Net Income

$18,961

Net Assets

$1,129,101

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,460	60.2%
Sales of Assets	$22,791	39.8%
Other Income	$20	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,394	76.7%
Compensation of Officers*	$8,497	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,129,101
Total Liabilities	$0
Net Assets	$1,129,101

Compensation

Key Employees and Officers	Compensation	Other
Usaa Federal Savings Bank (Trustee)	$8,497	$0

990-PF

Filed on May 8, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$79,039

Expenses

$37,650

Net Income

$41,389

Net Assets

$1,110,175

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$35,893	45.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$43,083	54.5%
Net Inventory Sales	$0
Other Revenue	$63	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$8,848	23.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,110,175
Total Liabilities	$0
Net Assets	$1,110,175

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$81,600

Expenses

$37,180

Net Income

$44,420

Net Assets

$1,068,752

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$35,322	43.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$46,218	56.6%
Net Inventory Sales	$0
Other Revenue	$60	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$8,523	22.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,068,752
Total Liabilities	$0
Net Assets	$1,068,752

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$99,374

Expenses

$42,166

Net Income

$57,208

Net Assets

$1,024,332

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$41,630	41.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$57,662	58.0%
Net Inventory Sales	$0
Other Revenue	$82	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$8,472	20.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,024,332
Total Liabilities	$0
Net Assets	$1,024,332

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated March 23, 2026

Benjamin H & Ruth Daggy Graham Tr Share A

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $88.7k (2024)

Expenses $44.1k (2024)

Total Assets $1.05M (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

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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

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

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Revenue

$88.7k (2024)

Expenses

$44.1k (2024)

Total Assets

$1.05M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002