Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
JOHN GRAHAM FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1201 THIRD AVENUE SUITE 4900
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA981013099
A Employer identification number

91-6339306
B Telephone number (see instructions)

(206) 359-8386
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,849,530J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 12,529 12,529  
4 Dividends and interest from securities... 18,261 18,261  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 40,794
b Gross sales price for all assets on line 6a 214,037
7 Capital gain net income (from Part IV, line 2)... 40,794
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
57,890 22,070  
12 Total. Add lines 1 through 11........ 129,474 93,654  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,810 7,029 0 781
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,632 285   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,709 13,924   785
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,151 21,238 0 1,566
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 32,151 21,238 0 1,566
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 97,323
b Net investment income (if negative, enter -0-) 72,416
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 269,626 201,442 201,442
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 171,600 Click to see attachment
List of Attached Documents:
// Content
148,912 		353,882
c Investments—corporate bonds (attach schedule)....... 100,828 Click to see attachment
List of Attached Documents:
// Content
340,613 		343,346
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 222,094 Click to see attachment
List of Attached Documents:
// Content
202,615 		1,950,012
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
827 		Click to see attachment
List of Attached Documents:
// Content
848 		Click to see attachment
List of Attached Documents:
// Content
848
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 764,975 894,430 2,849,530
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 764,975 894,430
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 764,975 894,430
30 Total liabilities and net assets/fund balances (see instructions). 764,975 894,430
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
764,975
2
Enter amount from Part I, line 27a .....................
2
97,323
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
32,132
4
Add lines 1, 2, and 3 ..........................
4
894,430
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
894,430
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 20000. BANK OF AMERICA 3.30% 01/11/2023   2018-01-09 2023-01-11
b 9. DANAHER CORP   2013-11-15 2023-02-21
c 23. NEXTERA ENERGY INC   2011-07-01 2023-02-21
d 12. VALERO ENERGY CORP   2020-05-13 2023-02-21
e 92. JP MORGAN EQY PREMIUM INCOME ETF   2021-12-17 2023-03-09
80. JP MORGAN EQY PREMIUM INCOME ETF   2022-04-01 2023-03-09
19. FIRST REPUBLIC BANK   2018-02-07 2023-03-10
3. HOME DEPOT INC   2010-03-15 2023-03-21
2. THERMO FISHER SCIENTIFIC INC   2009-05-19 2023-03-21
164. IPATH BLOOMBERG COMMODITY INDEX TR ETN   2021-08-24 2023-03-29
41. INVESCO S&P 500 EQUAL WEIGHT ETF   2022-01-18 2023-03-29
8. L3HARRIS TECHNOLOGIES INC   2020-02-25 2023-05-09
6. RTX CORPORATION   2020-04-03 2023-05-09
9. RTX CORPORATION   2019-09-23 2023-05-09
61. TRUIST FINANCIAL CORP   2016-03-28 2023-05-09
107. JPMORGAN ULTRA SHORT INCOME ETF   2021-03-02 2023-05-17
2. ADOBE INC   2018-09-20 2023-05-24
3. ALPHABET INC CL A   2014-02-28 2023-05-24
17. AMAZON.COM INC   2008-05-21 2023-05-24
3. AMERICAN TOWER CORP   2009-10-09 2023-05-24
3. AMGEN INC   2016-12-01 2023-05-24
38. APPLE INC   2005-09-08 2023-05-24
9. APPLIED MATERIALS INC   2021-02-23 2023-05-24
19. BANK OF AMERICA CORP   2017-12-12 2023-05-24
2. BERKSHIRE HATHAWAY CL B   2022-09-27 2023-05-24
5. BOEING CO   2020-12-11 2023-05-24
19. BRISTOL MYERS SQUIBB CO   2022-02-16 2023-05-24
3. CATERPILLAR INC   2021-02-25 2023-05-24
15. CHEVRON CORP   2016-12-09 2023-05-24
4. CHEVRON CORP   2020-05-13 2023-05-24
20. CISCO SYSTEMS INC   2018-03-23 2023-05-24
13. COCA-COLA COMPANY   2022-02-24 2023-05-24
4. COSTCO WHOLESALE CORP   1998-01-06 2023-05-24
9. COSTAR GROUP INC   2018-09-20 2023-05-24
1. WALT DISNEY CO   2018-01-03 2023-05-24
6. WALT DISNEY CO   2013-10-24 2023-05-24
3. DOLLAR GENERAL CORPORATION   2022-11-23 2023-05-24
8. EOG RESOURCES INC   2012-04-12 2023-05-24
3. ECOLAB INC   2002-04-08 2023-05-24
1. EQUINIX INC   2019-03-15 2023-05-24
9. META PLATFORMS INC   2023-02-21 2023-05-24
2. META PLATFORMS INC   2014-06-25 2023-05-24
6. HOME DEPOT INC   2010-03-15 2023-05-24
5. HONEYWELL INTL INC   2023-05-09 2023-05-24
2. HUMANA INC COM   2022-11-23 2023-05-24
33. ISHARES MSCI EAFE INDEX ETF   2012-01-20 2023-05-24
7. ISHARES RUSSELL MIDCAP GROWTH ETF   2015-03-02 2023-05-24
10. ISHARES RUSSELL MIDCAP ETF   2022-10-12 2023-05-24
10. ISHARES CORE S&P MIDCAP ETF   2010-01-22 2023-05-24
5. ISHARES RUSSELL 2000 VALUE ETF   2020-12-15 2023-05-24
5. ISHARES RUSSELL 2000 GROWTH ETF   2021-01-13 2023-05-24
15. ISHARES CORE S&P SMALL CAP INDEX ETF   2023-03-09 2023-05-24
80. ISHARES TREASURY FLOATING RATE BD ETF   2022-04-01 2023-05-24
5. JPMORGAN CHASE & CO   2009-09-15 2023-05-24
30. JPMORGAN ULTRA SHORT INCOME ETF   2021-03-02 2023-05-24
22. JPMORGAN ULTRA SHORT INCOME ETF   2022-01-18 2023-05-24
7. JOHNSON & JOHNSON   2022-05-02 2023-05-24
4. ESTEE LAUDER CO   2018-01-03 2023-05-24
7. ELI LILLY AND COMPANY   2017-01-11 2023-05-24
9. MARSH & MCLENNAN COS INC   2008-07-28 2023-05-24
12. MICROSOFT CORP   2008-12-08 2023-05-24
16. MONDELEZ INTERNATIONAL INC   2009-05-19 2023-05-24
13. MORGAN STANLEY COM   2017-01-23 2023-05-24
8. NVIDIA CORPORATION   2020-01-28 2023-05-24
5. PALO ALTO NETWORKS INC   2019-05-16 2023-05-24
20. PFIZER INC   2010-01-22 2023-05-24
10. PROCTER & GAMBLE CO   2022-01-24 2023-05-24
6. PROLOGIS INC   2016-01-19 2023-05-24
75. SPDR PORTFOLIO S&P 500 ETF   2023-05-17 2023-05-24
7. SALESFORCE.COM INC   2016-03-09 2023-05-24
3. SERVICENOW INC   2018-06-20 2023-05-24
5. SHERWIN-WILLIAMS CO   2017-10-31 2023-05-24
7. SYSCO CORPORATION   2022-05-13 2023-05-24
6. TESLA INC   2022-03-25 2023-05-24
1. THERMO FISHER SCIENTIFIC INC   2009-05-19 2023-05-24
3. UNITEDHEALTH GROUP INC   2017-01-23 2023-05-24
5. VALERO ENERGY CORP   2020-05-13 2023-05-24
5. VALERO ENERGY CORP   2014-02-25 2023-05-24
27. VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS   2023-03-09 2023-05-24
59. VANGUARD INTERMEDIATE TERM ETF   2022-12-06 2023-05-24
2. VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS   2021-01-13 2023-05-24
26. VANGUARD FTSE DEVELOPED MKTS INDEX ETF SHS   2015-08-18 2023-05-24
44. VANGUARD EMERGING MKTS ETF   2022-03-09 2023-05-24
111. VANGUARD INT-TERM TREASURY ETF   2022-12-06 2023-05-24
39. VANGUARD INT-TERM CORPORATE BOND ETF   2022-12-06 2023-05-24
15. VANGUARD LARGE CAP INDEX ETF   2020-03-11 2023-05-24
2. VANGUARD LARGE CAP INDEX ETF   2012-12-21 2023-05-24
8. VANGUARD SMALL CAP INDEX ETF   2015-03-02 2023-05-24
8. VANGUARD SMALL CAP INDEX ETF   2016-01-12 2023-05-24
6. VERIZON COMMUNICATIONS   2019-08-15 2023-05-24
18. VERIZON COMMUNICATIONS   2011-01-12 2023-05-24
10. VISA INC   2012-02-16 2023-05-24
9. WAL-MART STORES INC   2018-02-16 2023-05-24
3. ACCENTURE PLC   2021-12-02 2023-05-24
14. JOHNSON CONTROLS INTERNATION AL PLC   2021-09-20 2023-05-24
4. MEDTRONIC PLC   2018-10-19 2023-05-24
8. MEDTRONIC PLC   2015-01-27 2023-05-24
5. APTIV PLC   2020-06-22 2023-05-24
4. CHUBB LIMITED   2023-02-21 2023-05-24
69. VANGUARD INT-TERM TREASURY ETF   2022-12-06 2023-06-27
1. EQUINIX INC   2019-03-15 2023-07-11
6. META PLATFORMS INC   2014-06-25 2023-07-11
4. PALO ALTO NETWORKS INC   2019-05-16 2023-08-14
20000. GENERAL DYNAMICS 1.875% 08/15/2023   2018-04-18 2023-08-15
27. CVS HEALTH CORP   2022-09-27 2023-08-28
14. WALT DISNEY CO   2013-10-24 2023-08-28
4. DOLLAR GENERAL CORPORATION   2022-11-23 2023-09-20
5. DOLLAR GENERAL CORPORATION   2022-05-13 2023-09-20
1. RTX CORPORATION   2019-09-23 2023-09-20
23. RTX CORPORATION   2019-05-14 2023-09-20
.6666 VERALTO CORP USD 0.01   2013-11-15 2023-10-10
31. ISHARES CORE S&P SMALL CAP INDEX ETF   2023-03-09 2023-10-30
25. ISHARES CORE S&P SMALL CAP INDEX ETF   2023-06-27 2023-10-30
54. BRISTOL MYERS SQUIBB CO   2022-02-16 2023-12-13
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 20,000   20,039 -39
b 2,258   506 1,752
c 1,727   334 1,393
d 1,580   739 841
e 4,929   5,743 -814
4,286   4,878 -592
1,588   1,712 -124
874   98 776
1,105   72 1,033
5,110   4,458 652
5,791   6,522 -731
1,498   1,761 -263
573   545 28
860   707 153
1,710   2,052 -342
5,373   5,438 -65
722   532 190
355   21 334
1,961   68 1,893
553   110 443
666   431 235
6,513   68 6,445
1,087   1,003 84
527   552 -25
635   533 102
989   1,168 -179
1,247   1,298 -51
625   671 -46
2,361   1,735 626
630   356 274
964   871 93
785   780 5
1,924   90 1,834
701   373 328
88   113 -25
527   409 118
615   780 -165
906   420 486
498   52 446
684   442 242
2,213   1,562 651
492   133 359
1,745   196 1,549
957   984 -27
1,009   1,069 -60
2,359   1,711 648
616   345 271
672   625 47
2,412   733 1,679
660   646 14
1,122   1,540 -418
1,397   1,517 -120
4,041   4,030 11
671   220 451
1,503   1,525 -22
1,102   1,111 -9
1,091   1,260 -169
756   512 244
2,972   538 2,434
1,556   241 1,315
3,753   250 3,503
1,199   252 947
1,048   546 502
2,386   483 1,903
1,014   371 643
780   364 416
1,462   1,624 -162
729   236 493
3,618   3,639 -21
1,444   491 953
1,493   557 936
1,135   660 475
494   595 -101
1,071   2,018 -947
504   36 468
1,439   476 963
565   308 257
565   257 308
1,476   1,470 6
4,461   4,461  
90   98 -8
1,170   1,029 141
1,723   1,983 -260
6,592   6,569 23
3,068   3,077 -9
2,810   1,940 870
375   131 244
1,474   971 503
1,474   815 659
215   335 -120
644   640 4
2,207   285 1,922
1,315   923 392
858   1,094 -236
853   1,017 -164
348   382 -34
696   590 106
450   390 60
775   833 -58
4,072   4,083 -11
777   442 335
1,775   399 1,376
873   297 576
20,000   19,922 78
1,829   2,678 -849
1,173   954 219
454   1,039 -585
568   1,160 -592
76   79 -3
1,745   1,767 -22
50   13 37
2,727   3,135 -408
2,199   2,413 -214
2,772   3,688 -916
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      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
      3
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -39
b       1,752
c       1,393
d       841
e       -814
      -592
      -124
      776
      1,033
      652
      -731
      -263
      28
      153
      -342
      -65
      190
      334
      1,893
      443
      235
      6,445
      84
      -25
      102
      -179
      -51
      -46
      626
      274
      93
      5
      1,834
      328
      -25
      118
      -165
      486
      446
      242
      651
      359
      1,549
      -27
      -60
      648
      271
      47
      1,679
      14
      -418
      -120
      11
      451
      -22
      -9
      -169
      244
      2,434
      1,315
      3,503
      947
      502
      1,903
      643
      416
      -162
      493
      -21
      953
      936
      475
      -101
      -947
      468
      963
      257
      308
      6
       
      -8
      141
      -260
      23
      -9
      870
      244
      503
      659
      -120
      4
      1,922
      392
      -236
      -164
      -34
      106
      60
      -58
      -11
      335
      1,376
      576
      78
      -849
      219
      -585
      -592
      -3
      -22
      37
      -408
      -214
      -916
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 40,794
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,007
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,007
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,007
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,490
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,490
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 11
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,472
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,010 Refundedright arrow 11 462
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowPERKINS COIE TRUST COMPANY Telephone no.right arrow (206) 359-8386

Located atright arrow1201 THIRD AVENUE SUITE 4900SEATTLEWA ZIP+4right arrow98101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
THOMAS C GORES TRUSTEE
1 		0    
1201 THIRD AVE SUITE 4900
SEATTLE,WA98101
J KEVIN CALLAGHAN TRUSTEE
1 		0    
1201 THIRD AVE SUITE 4900
SEATTLE,WA98101
STANLEY D SAVAGE TRUSTEE
1 		0    
1201 THIRD AVE SUITE 4900
SEATTLE,WA98101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,469,912
b
Average of monthly cash balances.......................
1b
263,164
c
Fair market value of all other assets (see instructions)................
1c
848
d
Total (add lines 1a, b, and c).........................
1d
2,733,924
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,733,924
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
41,009
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,692,915
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
134,646
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
134,646
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,007
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,007
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
133,639
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
133,639
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
133,639
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,566
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,566
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 133,639
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 235,742
b From 2019...... 238,344
c From 2020...... 276,610
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 750,696
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,566
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 1,566
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 132,073 132,073
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 618,623
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		103,669
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		514,954
10 Analysis of line 9:
a Excess from 2019.... 238,344
b Excess from 2020.... 276,610
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
Total .................................right arrow 3a  
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 12,529  
4 Dividends and interest from securities ....     14 18,261  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 40,794  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aGRAHAM SEVENTH AVE 		721110 35,820 14 22,070  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 35,820 93,654  
13Total. Add line 12, columns (b), (d), and (e)..................
13
129,474
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
JOHN GRAHAM FOUNDATION
EIN:
91-6339306
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX RETURN PREPARATION FEES 7,810 7,029   781

TY 2023 InvestmentsCorpBondsSchedule
Name:
JOHN GRAHAM FOUNDATION
EIN:
91-6339306
Name of Bond End of Year Book Value End of Year Fair Market Value
GENERAL DYNAMICS 1.875% 08/15/    
BANK OF AMERICA 3.3% 01/11/202    
JPMORGAN CHASE & CO 3.2% 06/15 20,354 19,305
ABODE INC 3.25% 02/01/2025 20,311 19,652
MICROSOFT CORP 2.7% 02/12/2025 20,001 19,573
AMAZON.COM 3.15% 08/22/2027 18,964 19,240
APPLE INC 3.25% 08/08/2029 27,456 28,682
BANK OF AMERICA 3.248% 10/21/2 18,792 19,047
COSTCO WHOLESALE 1.375% 06/20/ 17,851 18,159
EATON CORP OHIO 4.35% B05/18/2 19,663 20,051
HOME DEPOT INC 2.8% 09/14/2027 18,937 19,025
MASTERCARD INC 4.875% 03/09/20 10,189 10,316
MERCK & CO INC 3.4% 03/07/2029 18,777 19,239
MICROSOFT CORP 3.125% 11/03/20 19,260 19,528
MONDELEZ INTL 2.625% 03/17/202 13,948 14,157
MORGAB STANLEY 3.625% 01/20/20 19,047 19,402
SALESFORCE.COM INC 3.7% 04/11/ 19,264 19,609
THERMO FISHER SCIENTIFIC 1.75% 17,455 17,858
UNITED HEALTH GROUP 5.25% 02/1 20,538 20,698
WALMART INC 3.9% 04/15/2028 19,806 19,805

TY 2023 InvestmentsCorpStockSchedule
Name:
JOHN GRAHAM FOUNDATION
EIN:
91-6339306
Name of Stock End of Year Book Value End of Year Fair Market Value
COSTCO WHOLESALE CORP 269 7,921
MICROSOFT CORP 2,561 23,691
PEPSICO INC 844 3,057
CHEVRON CORPORATION 4,339 8,055
J P MORGAN CHASE & CO 2,063 7,995
JOHNSON & JOHNSON 3,626 6,740
TRUIST FINANCIAL CORP    
BOEING CO 2,137 3,910
VERIZON COMMUNICATIONS 1,954 2,073
AMAZON.COM INC 252 9,572
APPLE INC 1,508 21,948
MARSH & MCLENNAN COS 642 4,547
AMERICAN TOWER CORP 404 2,375
THERMO FISHER SCIENTIFIC INC 251 3,716
HOME DEPOT INC 326 3,465
PFIZER INC 1,257 1,987
BERKSHIRE HATHAWAY CL B 3,446 9,273
HONEYWELL INTL INC 1,207 3,565
NEXTERA ENERGY INC 740 3,098
PROCTER & GAMBLE CO 5,932 7,034
UNION PACIFIC CORP 848 4,421
E O G RESOURCES INC 1,680 3,870
MONDELEZ INTERNATIONAL INC 882 4,056
VISA INC 855 7,810
CISCO SYSTEMS INC 3,799 4,193
DANAHER CORP 845 3,933
DISNEY WALT CO 1,567 2,077
FIRST REPUBLIC BANK    
COSTAR GROUP INC 1,285 2,709
ECOLAB INC 172 1,983
META PLATFORMS INC 1,065 5,663
LAM RESEARCH CORP 321 4,700
VALERO ENERGY CORP 1,335 3,380
MEDTRONIC PLC 3,464 3,872
ALPHABET INC CL A 540 10,756
AMGEN INC 718 1,440
EQUINIX INX 1,325 2,416
WAL-MART STORES INC 2,073 3,311
APTIV PLC 1,950 2,243
PROLOGICS INC 2,753 7,331
SALEFORCE.COM INC 1,333 5,000
CATERPILLAR INC 3,353 4,435
BANK OF AMERICA CORP 4,367 5,219
LILLY ELI & CO 1,152 8,744
SHERWIN-WILLIAMS CO 1,056 2,495
STRYKER CORP 1,166 2,695
UNITEDHEALTH GROUP INC 1,269 4,212
MORGAN STANLEY 2,981 7,087
ADOBE INC 1,597 3,580
BOOKING HOLDINGS INC 487 3,547
LAUDER ESTEE INC 1,025 1,170
MCDONALDS CORP 2,411 4,448
RAYTHEON TECHNOLOGIES CORP    
SERVICENOW INC 1,486 5,652
PALO ALTO NETWORKS INC 1,113 4,423
L3HARRIS TECHNOLOGIES INC 1,761 1,685
NEW LINDE PLC 3,879 5,750
NIKE INC CL B 1,380 1,520
NVIDIA CORPORATION 1,448 11,885
ZOETIS INCORPOARTED 1,864 2,763
ACCENTURE PLC 2,722 2,807
CHIPOTLE MEXICAN GRILL INC 1,518 2,287
GENERAL MOTORS COMPANY 2,927 1,724
JOHNSON CONTROL INTERNATIONAL 4,062 3,458
SYNOPSYS INC 1,577 2,575
UNITED PARCEL SERVICE INC 2,785 2,044
APPLIED MATERIALS INC 1,449 2,107
BRISTOL MYERS SQUIBB CO    
C V S HEALTH CORP    
DOLLAR GENERAL CORPORATION    
HUMANA INC 3,208 2,747
NISOURCE INC 3,499 2,974
ORACLE CORP 3,327 4,006
TESLA INC 2,407 1,988
COCA-COLA COMPANY 3,420 3,359
SYSCO CORPORATION 2,337 2,048
ALBEMARIE CORP 1,156 867
CHUBB LTD 2,632 2,938
COGNIZANT TECHNOLOGY SOLUTIONS 3,050 3,625
CROWN HOLDINGS INC 2,386 2,579
GLOBAL PAYMENTS INCORPORATED 2,716 2,794
MARVELL TECHNOLOGY GROUP 1,300 1,809
MCKESSON CORPORATION 1,377 1,389
O'RILLEY AUTOMATIVE INCORPORAT 2,596 2,850
VERALTO CORP 98 411

TY 2023 InvestmentsOtherSchedule2
Name:
JOHN GRAHAM FOUNDATION
EIN:
91-6339306
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES CORE S&P MIDCAP ETF AT COST 5,609 18,292
VANGUARD EMERGING MKTS ETF AT COST 20,333 24,948
VANGUARD LARGE CAP ETF AT COST 4,233 11,344
VANGUARD SMALL CAP INDEX ETF AT COST 9,802 21,333
ISHARES MSCI EAFE INDEX ETF AT COST 30,443 44,758
ISHARES RUSSELL MIDCAP GROWTH AT COST 1,874 3,969
ISHARES RUSSELL 2000 VALUE ETF AT COST 7,459 10,562
ISHARES RUSSELL 2000 GROWTH ET AT COST 8,926 10,593
VANGUARD FTSE DEVELOPE MKTS IN AT COST 18,612 23,806
INVESCO S&P EQUAL WEIGHT ETF      
ISHARES RUSSELL MIDCAP ETF AT COST 6,895 9,328
IPATH BLOOMBERG COMMODITY INDE      
JPMORGAN EGY PREMIUM INCOME ET      
JPMORGAN ULTRA SHORT INCOME ET AT COST 9,439 9,393
GRAHAM SEVENTH AVENUE LLC AT COST 1 1,680,000
ISHARES RUSSELL MIDCAP VALUE E AT COST 4,245 4,070
ISHARES TREASURY FLOATING RATE AT COST 16,271 16,251
JPMORGAN BETABUILDERS DEV ASIA AT COST 3,362 2,971
VANGUARD INT-TERM CORPORATE BO AT COST 8,991 9,266
VANGUARD INT-TERM TREASURY ETF AT COST 13,830 13,881
VANGUARD INTERMEDIATE TERM ETF AT COST 13,064 13,214
S P D R PORTFOLIO S&P 500 ETF AT COST 16,068 18,671
VANGUARD TOTAL INTL STOCK INDE AT COST 3,158 3,362

TY 2023 OtherAssetsSchedule
Name:
JOHN GRAHAM FOUNDATION
EIN:
91-6339306
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INCOME REPORTED NOT YET RECEIV 827 848 848


TY 2023 OtherExpensesSchedule
Name:
JOHN GRAHAM FOUNDATION
EIN:
91-6339306
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT AGENCY FEES 7,853 7,068   785
INVESTMENT MANAGEMENT FEES 6,856 6,856   0


TY 2023 OtherIncomeSchedule2
Name:
JOHN GRAHAM FOUNDATION
EIN:
91-6339306
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
GRAHAM SEVENTH AVENUE LLC 57,890 22,070  


TY 2023 OtherIncreasesSchedule
Name:
JOHN GRAHAM FOUNDATION
EIN:
91-6339306
Description Amount
TAX BASIS ADJ- GRAHAM SEVENTH AVENUE LLC 32,132


TY 2023 TaxesSchedule
Name:
JOHN GRAHAM FOUNDATION
EIN:
91-6339306
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 285 285   0
FEDERAL EXCISE TAX PAYMENTS 9,347 0   0