JAMES AND PAMELA GRIFFITH FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND PAMELA GRIFFITH FAMILY FOUNDATION (EIN 47-6643262)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-24
- IRS object ID
- 202411769349100016
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-24T11:49:36-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5255 EAST WILLIAMS CIRCLE SUITE | AddressLine1Txt |
| Address Line2 | 5000 | AddressLine2Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476643262 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES AND PAMELA GRIFFITH FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 3305757733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7550 NORTH SECRET CANYON DRIVE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES GRIFFITH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3305757733 | PhoneNum |
| Signature | 2024-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | GRIFFITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HERB HOFFMAN CPA | PreparerPersonNm |
| PTIN | P00177945 | PTIN |
| Phone | 5207903500 | PhoneNum |
| Preparation | 2024-06-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,303,410 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $187,062 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $187,062 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $203,859 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,169,340 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $203,859 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$57,361 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$57,634 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $333,560 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $333,287 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,814 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,611 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,204 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,589 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,589 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,403 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,204 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $425,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $425,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $485,403 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $426,204 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$151,843 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $274,087 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $204,933 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $262,308 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $262,308 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $379,554 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $410,045 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $391,749 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $739,346 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $722,596 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $687,261 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,391,005 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,168,046 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,962,092 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,714,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,562,995 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,303,410 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,714,838 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,562,995 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,714,838 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,562,995 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,714,838 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,562,995 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,714,838 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$151,843 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,562,995 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,562,995 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2022-12-31 | 2023-12-31 | $2,146,299 | $1,965,481 | $180,818 | $180,818 | |
| CAPITAL GAINS DIVIDENDS | $23,041 | $23,041 | $23,041 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $203,859 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,810 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,810 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,810 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,484 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,984 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,174 | OverpaymentAmt |
| Applied To ES Tax | $6,174 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES W GRIFFITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3305757733 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7550 NORTH SECRET CANYON DRIVE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES W GRIFFITH | ||||||||
| 7550 NORTH SECRET CANYON DRIVE | TUCSON | AZ | 85718 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| PAMELA R GRIFFITH | ||||||||
| 7550 NORTH SECRET CANYON DRIVE | TUCSON | AZ | 85718 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,453,211 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $205,622 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,658,833 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,658,833 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $129,882 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,528,951 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $426,448 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $426,448 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,810 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,810 | TotalTaxAmt |
| Distributable Before Adj | $422,638 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $422,638 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $422,638 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $426,204 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $426,204 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $422,638 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $405,293 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $426,204 | QualifyingDistributionsAmt |
| Applied To Year1 | $405,293 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,911 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $401,727 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES W GRIFFITH | ContributingManagerNm |
| Contributing Manager | PAMELA R GRIFFITH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES W GRIFFITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7550 NORTH SECRET CANYON DRIVE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3305757733 | RecipientPhoneNum |
| Form And Info And Materials | NO STANDARD FORM REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIFFITH FAMILY CHARITABLE FUND CO AMERIAN ENDOWMENT FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 DARROW RD STE 118 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $425,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $425,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $187,062 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $203,859 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 01 | $273 |
| COMMUNITAS CAPITAL FUND II | 18 | -$57,634 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $333,560 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $333,560 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,814 | Amt |
| Net Investment Income | $3,611 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,204 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (55 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP VARIABLE 3.559% | $9,841 | $9,625 |
| BANK OF NEW YORK MELLON CORP/THE .75% | $10,603 | $10,137 |
| BP CAPITAL MARKETS AMERICA INC 3.796% | $9,990 | $9,860 |
| CHARLES SCHWAB CORP/THE .9% | $10,384 | $10,087 |
| FANNIE MAE POOL FN 190337 5% | $1,083 | $1,066 |
| FANNIE MAE POOL FN 254983 5.5% | $1,264 | $1,249 |
| FANNIE MAE POOL FN 735925 5% | $2,142 | $2,090 |
| FANNIE MAE POOL FN 745946 5.5% | $539 | $533 |
| FANNIE MAE POOL FN 931636 4.5% | $918 | $887 |
| FANNIE MAE POOL FN AB2046 3% | $682 | $664 |
| FANNIE MAE POOL FN AB8881 3% | $5,339 | $4,876 |
| FANNIE MAE POOL FN AD1075 4.5% | $2,168 | $2,085 |
| FANNIE MAE POOL FN AJ7715 3% | $987 | $954 |
| FANNIE MAE POOL FN AJ9354 3% | $552 | $534 |
| FANNIE MAE POOL FN AL5851 3.5% | $11,469 | $10,996 |
| FANNIE MAE POOL FN AS8960 4% 01 | $12,520 | $11,326 |
| FANNIE MAE POOL FN AT2720 3% | $5,605 | $5,084 |
| FANNIE MAE POOL FN AV2359 4% | $3,399 | $3,202 |
| FANNIE MAE POOL FN BM1423 2.5% | $6,098 | $5,832 |
| FANNIE MAE POOL FN BM4614 3% | $5,008 | $4,784 |
| FANNIE MAE POOL FN CA0853 3.5% | $5,243 | $4,949 |
| FANNIE MAE POOL FN CA4108 3% | $42,949 | $36,748 |
| FANNIE MAE POOL FN CA6028 2.5% | $17,876 | $19,441 |
| FANNIE MAE POOL FN CA6635 2.5% | $16,516 | $15,954 |
| FANNIE MAE POOL FN FM3522 3% | $7,520 | $7,321 |
| FANNIE MAE POOL FN FM8779 2.5% | $17,467 | $16,520 |
| FANNIE MAE POOL FN FS2009 3% | $10,079 | $9,501 |
| FANNIE MAE POOL FN FS2142 3.5% | $22,789 | $21,890 |
| FREDDIE MAC GOLD POOL FG A74793 5% | $1,219 | $1,195 |
| FREDDIE MAC GOLD POOL FG G05646 | $1,223 | $1,183 |
| FREDDIE MAC GOLD POOL FG G08051 5% | $1,203 | $1,179 |
| FREDDIE MAC GOLD POOL FG G08368 | $2,989 | $2,879 |
| FREDDIE MAC GOLD POOL FG G60080 | $4,341 | $3,990 |
| FREDDIE MAC POOL FR RA6567 3% | $16,428 | $17,276 |
| FREDDIE MAC GOLD POOL FR SB0302 3% | $15,059 | $13,590 |
| FREDDIE MAC POOL FR SD0612 2.5% | $36,610 | $30,696 |
| FREDDIE MAC POOL FR SD7519 3.5% | $25,599 | $27,691 |
| FREDDIE MAC POOL FR ZS8573 2.5% | $29,013 | $28,215 |
| FREDDIE MAC POOL FR ZT0534 3.5% | $18,394 | $16,223 |
| GOLDMAN SACHS GROUP INC/THE VARIABLE | $11,439 | $10,000 |
| HORMEL FOODS CORP 0.65% | $9,851 | $9,800 |
| HSBC HOLDINGS PLC VARIABLE 3.973% | $10,414 | $10,285 |
| INTERNATIONAL BUSINESS MACHINES CORP 3.45% | $9,920 | $9,743 |
| INTERNATIONAL BUSINESS MACHINES CORP 3.5% | $9,690 | $9,545 |
| MORGAN STANLEY 3.7% | $18,945 | $18,753 |
| PGIM HIGH YIELD FUND | $113,741 | $104,504 |
| TOYOTA MOTOR CREDIT CORP 1.125% | $10,430 | $10,161 |
| TOYOTA MOTOR CREDIT CORP .8% | $9,723 | $9,280 |
| TRUIST FINANCIAL CORP 1.267% | $10,600 | $10,070 |
| BANK OF NOVA SCOTIA/THE 1.05% | $10,635 | $10,134 |
| BANK OF NOVA SCOTIA/THE 2.2% | $9,808 | $9,693 |
| MITSUBISHI UFJ FINANCIAL GROUP INC | $9,868 | $9,854 |
| ROYAL BANK OF CANADA .875% | $20,447 | $19,478 |
| SHELL INTERNATIONAL FINANCE BV | $10,403 | $9,908 |
| VANGUARD EMERGING MARKETS BOND FUND | $53,574 | $53,741 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $410,045 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $391,749 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (96 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADOBE INC | AT COST | $22,231 | $39,373 |
| AIRBNB INC | AT COST | $15,430 | $17,834 |
| ALLIANT ENERGY CORP | AT COST | $11,525 | $14,313 |
| ALPHABET INC | AT COST | $18,699 | $48,903 |
| ALPHABET INC | AT COST | $23,265 | $59,787 |
| AMAZON.COM INC | AT COST | $33,123 | $60,320 |
| AMPHENOL CORP | AT COST | $9,096 | $24,882 |
| ARISTA NETWORKS INC | AT COST | $6,017 | $28,497 |
| ARTHUR J GALLAGHER & CO | AT COST | $6,800 | $33,057 |
| AT&T INC | AT COST | $38,334 | $34,970 |
| AUTODESK INC | AT COST | $18,970 | $21,670 |
| BLACKROCK INC | AT COST | $9,777 | $24,354 |
| CHEVRON CORP | AT COST | $12,631 | $25,208 |
| CHIPOTLE MEXICAN GRILL INC | AT COST | $18,916 | $20,583 |
| CME GROUP INC | AT COST | $31,156 | $37,487 |
| COCA-COLA CO/THE | AT COST | $14,529 | $21,156 |
| COMCAST CORP | AT COST | $53,902 | $64,986 |
| CONOCOPHILLIPS | AT COST | $17,958 | $46,312 |
| COSTCO WHOLESALE CORP | AT COST | $25,804 | $48,846 |
| CROWN CASTLE INTERNATIONAL CORP | AT COST | $42,411 | $31,332 |
| ELI LILLY AND CO | AT COST | $12,261 | $88,021 |
| EXXON MOBIL CORP | AT COST | $50,440 | $68,386 |
| FISERV INC | AT COST | $22,952 | $28,693 |
| GENERAL DYNAMICS CORP | AT COST | $18,276 | $27,785 |
| GENUINE PARTS CO | AT COST | $17,894 | $26,177 |
| HERSHEY CO/THE | AT COST | $24,539 | $34,491 |
| HOME DEPOT INC/THE | AT COST | $23,735 | $49,210 |
| HONEYWELL INTERNATIONAL INC | AT COST | $27,241 | $42,781 |
| HUBBELL INC | AT COST | $5,110 | $15,460 |
| ILLINOIS TOOL WORKS INC | AT COST | $118,905 | $196,455 |
| JOHNSON & JOHNSON | AT COST | $36,410 | $37,774 |
| JPMORGAN CHASE & CO | AT COST | $14,621 | $42,355 |
| MASTERCARD INC | AT COST | $26,373 | $47,769 |
| MCDONALD'S CORP | AT COST | $26,036 | $30,837 |
| MERCK & CO INC | AT COST | $41,308 | $73,916 |
| META PLATFORMS INC | AT COST | $17,942 | $35,396 |
| MICROSOFT CORP | AT COST | $101,132 | $250,819 |
| MONDELEZ INTERNATIONAL INC | AT COST | $24,974 | $27,016 |
| MONSTER BEVERAGE CORP | AT COST | $17,207 | $22,410 |
| NETFLIX INC | AT COST | $18,173 | $36,029 |
| NEXTERA ENERGY INC | AT COST | $18,184 | $28,062 |
| NVIDIA CORP | AT COST | $14,945 | $68,836 |
| O'REILLY AUTOMOTIVE INC | AT COST | $9,850 | $27,552 |
| PACKAGING CORP OF AMERICA | AT COST | $18,827 | $20,690 |
| PAYPAL HOLDINGS INC | AT COST | $32,714 | $19,774 |
| PNC FINANCIAL SERVICES GROUP INC/THE | AT COST | $29,292 | $29,422 |
| QUALCOMM INC | AT COST | $2,555 | $7,955 |
| SALESFORCE.COM INC | AT COST | $17,208 | $31,840 |
| SBA COMMUNICATIONS CORP | AT COST | $22,780 | $19,534 |
| S&P GLOBAL INC | AT COST | $28,031 | $26,872 |
| STARBUCKS CORP | AT COST | $28,058 | $27,555 |
| STRYKER CORP | AT COST | $42,060 | $54,801 |
| SYSCO CORP | AT COST | $7,952 | $14,626 |
| TEXAS INSTRUMENTS INC | AT COST | $17,316 | $27,785 |
| THERMO FISHER SCIENTIFIC INC | AT COST | $21,008 | $34,501 |
| TJX COS INC/THE | AT COST | $25,253 | $34,616 |
| T-MOBILE US INC | AT COST | $43,930 | $47,458 |
| TRANSDIGM GROUP INC | AT COST | $19,385 | $22,255 |
| UNION PACIFIC CORP | AT COST | $37,218 | $43,720 |
| UNITEDHEALTH GROUP INC | AT COST | $60,031 | $77,391 |
| VERIZON COMMUNICATIONS INC | AT COST | $38,589 | $27,860 |
| VISA INC | AT COST | $31,244 | $51,810 |
| WALMART INC | AT COST | $16,334 | $29,796 |
| WASTE MANAGEMENT INC | AT COST | $11,690 | $38,148 |
| ZOETIS INC | AT COST | $20,574 | $35,527 |
| ARTISAN MID CAP FUND | AT COST | $119,432 | $142,279 |
| DARDEN RESTAURANTS INC | AT COST | $28,097 | $28,753 |
| DEXCOM INC | AT COST | $22,937 | $24,942 |
| DOCUSIGN INC | AT COST | $14,328 | $11,177 |
| EXELON CORP | AT COST | $28,642 | $32,095 |
| FIDELITY NATIONAL INFORMATION SERVICES | AT COST | $22,535 | $17,661 |
| ISHARES CORE S&P MID-CAP ETF | AT COST | $166,136 | $338,954 |
| ISHARES CORE S&P SMALL-CAP ETF | AT COST | $163,150 | $327,132 |
| ISHARES S&P SMAL!-CAP 600 VALUE ETF | AT COST | $185,807 | $194,493 |
| JOHN HANCOCK DISCIPLINED VALUE MID CAP | AT COST | $188,110 | $194,012 |
| METLIFE INC | AT COST | $6,922 | $17,062 |
| NEWMONT CORP | AT COST | $15,330 | $15,604 |
| ROSS STORES INC | AT COST | $16,621 | $27,263 |
| VERSICK ANALYTICS INC | AT COST | $28,690 | $38,695 |
| VIRTUS KAR SMALL=CAP GROWTH FUND | AT COST | $114,213 | $132,595 |
| XCEL ENERGY INC | AT COST | $27,038 | $24,454 |
| ZILLOW GROUP INC | AT COST | $20,524 | $19,625 |
| ARTISAN DEVELOPING WORLD FUND | AT COST | $166,463 | $210,782 |
| BARON EMERGING MARKETS FUND | AT COST | $410,849 | $441,292 |
| CHUBB LTD | AT COST | $14,261 | $23,504 |
| EVEREST RE GROUP LTD | AT COST | $22,080 | $28,640 |
| HARDING LOEVNER INTERNATIONAL EQUITY | AT COST | $260,651 | $321,208 |
| LYONDELLBASELL INDUSTRIES NV | AT COST | $5,164 | $12,741 |
| SCHWAB FUNDAMENTAL INTERNATIONAL LARGE | AT COST | $540,470 | $650,348 |
| TE CONNECTIVITY LTD | AT COST | $8,344 | $15,736 |
| VANGUARD INTERNATIONAL GROWTH FUND | AT COST | $633,010 | $621,533 |
| ABSOLUTE CONVERTIBLE ARBITRAGE FUND | AT COST | $102,567 | $102,567 |
| AMERICAN BEACON AHL MANAGED FUTURES | AT COST | $232,334 | $192,649 |
| BLACKROCK TACTICAL OPPORTUNITIES FUND | AT COST | $223,694 | $212,947 |
| JPMORGAN HEDGED EQUITY FUND | AT COST | $396,150 | $457,313 |
| COMMUNITAS CAPITAL PARTNERS FUND II LP | AT COST | $292,366 | $350,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $273 | $273 | |
| COMMUNITAS CAPITAL FUND II | -$57,634 | -$57,634 | -$57,634 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $55,589 | Amt |
| Net Investment Income | $55,589 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |