JAMES AND PAMELA GRIFFITH FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND PAMELA GRIFFITH FAMILY FOUNDATION (EIN 47-6643262)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-07
- IRS object ID
- 202302509349100225
- Schema version
- 2022v5.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-07T17:11:02-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 4334 MUNSON STREET SUITE 200 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | 2023-09-05 | 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 | JENNIFER COLEMAN | PreparerPersonNm |
| PTIN | P00743188 | PTIN |
| Phone | 3304972000 | PhoneNum |
| Preparation | 2023-09-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $8,574,924 | 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 | $188,716 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,716 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$96,734 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,989,491 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $802 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $92,784 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $188,716 | 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 | $3,926 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,944 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $981 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $76,694 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $76,694 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,591 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,211 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,638 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $981 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $595,211 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,638 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $500,981 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$502,427 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,078 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $469,025 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $204,933 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $204,933 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $929,359 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $379,554 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $349,438 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $1,856,516 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $739,346 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $673,863 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,962,365 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,391,005 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,346,690 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,217,265 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,714,838 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,574,924 | 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 | $8,217,265 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,714,838 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,217,265 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,714,838 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,217,265 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,714,838 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,217,265 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$502,427 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,714,838 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,714,838 | 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 | 2022-12-31 | $4,965,955 | $5,086,225 | -$120,270 | -$120,270 | |
| CAPITAL GAINS DIVIDENDS | $23,536 | $23,536 | $23,536 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$96,734 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,516 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,516 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,516 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,484 | OverpaymentAmt |
| Applied To ES Tax | $7,484 | 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 | $8,499,822 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $245,391 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,745,213 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,745,213 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,178 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,614,035 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $430,702 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $430,702 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,516 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,516 | TotalTaxAmt |
| Distributable Before Adj | $429,186 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $429,186 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $429,186 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $500,981 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $500,981 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $429,186 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $477,088 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $500,981 | QualifyingDistributionsAmt |
| Applied To Year1 | $477,088 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,893 | 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 | $405,293 | 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 BROWN BROTHERS HARRIMAN | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 WEST END AVENUE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | 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 | $500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $500,000 | 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 | $188,716 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$96,734 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $802 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $92,784 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $92,784 | 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 | $3,926 | Amt |
| Net Investment Income | $2,944 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $981 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (55 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP VARIABLE 3.559% SHS 10,000.00 | $9,841 | $9,369 |
| BANK OF NEW YORK MELLON CORP/THE .75% SHS 10,000.00 | $9,697 | $8,868 |
| BANK OF NOVA SCOTIA/THE 1.05% SHS 10,000.00 | $9,755 | $8,852 |
| BANK OF NOVA SCOTIA/THE 2.2% SHS 10,000.00 | $9,808 | $9,419 |
| BP CAPITAL MARKETS AMERICA INC 3.796% SHS 9,000.00 | $9,006 | $8,845 |
| CHARLES SCHWAB CORP/THE .9% SHS 10,000.00 | $9,500 | $8,878 |
| DOUBLELINE EMERGING MARKETS FIXED SHS 2,343.883 | $23,649 | $19,759 |
| FANNIE MAE POOL FN 190337 5% SHS 1,247.22 | $1,307 | $1,273 |
| FANNIE MAE POOL FN 254983 5.5% SHS 1,425.35 | $1,520 | $1,470 |
| FANNIE MAE POOL FN 735925 5% SHS 2,390.64 | $2,528 | $2,441 |
| FANNIE MAE POOL FN 745946 5.5% SHS 594.3 | $629 | $616 |
| FANNIE MAE POOL FN 931636 4.5% SHS 959.17 | $1,000 | $950 |
| FANNIE MAE POOL FN AB2046 3% SHS 1,311.39 | $1,332 | $1,276 |
| FANNIE MAE POOL FN AB8881 3% SHS 5,791.65 | $5,845 | $5,270 |
| FANNIE MAE POOL FN AD1075 4.5% SHS 2,244.23 | $2,354 | $2,225 |
| FANNIE MAE POOL FN AJ7715 3% SHS 1,597.61 | $1,626 | $1,547 |
| FANNIE MAE POOL FN AJ9354 3% SHS 856.81 | $873 | $829 |
| FANNIE MAE POOL FN AL5851 3.5% SHS 15,655.46 | $16,382 | $15,134 |
| FANNIE MAE POOL FN AS8960 4% 01 SHS 13,161.66 | $14,287 | $12,516 |
| FANNIE MAE POOL FN AT2720 3% SHS 6,210.46 | $6,304 | $5,651 |
| FANNIE MAE POOL FN AV2359 4% SHS 3,691.56 | $3,857 | $3,536 |
| FANNIE MAE POOL FN BM1423 2.5% SHS 7,644.61 | $7,541 | $7,148 |
| FANNIE MAE POOL FN BM4614 3% SHS 6,197.05 | $6,217 | $5,928 |
| FANNIE MAE POOL FN CA0853 3.5% SHS 5,877.40 | $5,841 | $5,464 |
| FANNIE MAE POOL FN CA4108 3% SHS 45,367.90 | $48,416 | $40,606 |
| FANNIE MAE POOL FN CA6635 2.5% SHS 19,960.16 | $17,905 | $17,211 |
| FANNIE MAE POOL FN FM3522 3% SHS 9,467.69 | $9,323 | $9,053 |
| FANNIE MAE POOL FN FM8779 2.5% SHS 20,919.15 | $19,023 | $17,901 |
| FANNIE MAE POOL FN FS2009 3% SHS 11,480.93 | $10,907 | $10,170 |
| FANNIE MAE POOL FN FS2142 3.5% SHS 25,460.01 | $24,638 | $23,380 |
| FREDDIE MAC GOLD POOL FG A74793 5% SHS 1,294.25 | $1,359 | $1,322 |
| FREDDIE MAC GOLD POOL FG G05646 SHS 1,323.08 | $1,381 | $1,313 |
| FREDDIE MAC GOLD POOL FG G08051 5% SHS 1,350.56 | $1,424 | $1,381 |
| FREDDIE MAC GOLD POOL FG G08368 SHS 3,274.16 | $3,428 | $3,249 |
| FREDDIE MAC GOLD POOL FG G60080 SHS 4,704.62 | $4,806 | $4,388 |
| FREDDIE MAC GOLD POOL FR SB0302 3% SHS 17,115.21 | $18,329 | $16,066 |
| FREDDIE MAC POOL FR RA6567 3% SHS 21,149.21 | $18,162 | $18,905 |
| FREDDIE MAC POOL FR SD0612 2.5% SHS 39,202.52 | $41,052 | $33,860 |
| FREDDIE MAC POOL FR ZS8573 2.5% SHS 37,118.16 | $36,173 | $34,803 |
| FREDDIE MAC POOL FR ZT0534 3.5% SHS 19,184.12 | $20,911 | $17,826 |
| GOLDMAN SACHS GROUP INC/THE VARIABLE SHS 11,000.00 | $10,689 | $8,685 |
| HORMEL FOODS CORP 0.65% SHS 10,000.00 | $9,851 | $9,421 |
| HSBC HOLDINGS PLC VARIABLE 3.973% SHS 11,000.00 | $10,415 | $9,656 |
| INTERNATIONAL BUSINESS MACHINES CORP 3.45% SHS 9,000.00 | $8,953 | $8,652 |
| INTERNATIONAL BUSINESS MACHINES CORP 3.5% SHS 10,000.00 | $9,690 | $9,200 |
| MITSUBISHI UFJ FINANCIAL GROUP INC SHS 9,000.00 | $8,901 | $8,653 |
| MORGAN STANLEY 3.7% SHS 19,000.00 | $18,957 | $18,553 |
| PEPSICO INC 2.75% SHS 18,000.00 | $18,155 | $17,956 |
| PGIM HIGH YIELD FUND SHS 22,047.202 | $113,741 | $100,094 |
| ROYAL BANK OF CANADA .875% SHS 20,000.00 | $19,655 | $17,776 |
| SHELL INTERNATIONAL FINANCE BV SHS 10,000.00 | $9,562 | $8,669 |
| TOYOTA MOTOR CREDIT CORP .8% SHS 10,000.00 | $9,723 | $8,919 |
| TOYOTA MOTOR CREDIT CORP 1.125% SHS 10,000.00 | $9,520 | $8,846 |
| TRUIST FINANCIAL CORP 1.267% SHS 10,000.00 | $9,712 | $8,859 |
| VANGUARD EMERGING MARKETS BOND FUND SHS 1,423.249 | $33,886 | $31,226 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $379,554 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $349,438 | 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 |
|---|---|---|---|
| AIR PRODUCTS AND CHEMICALS INC SHS 118 | AT COST | $29,223 | $36,375 |
| ALLIANT ENERGY CORP SHS 337 | AT COST | $14,116 | $18,606 |
| ALPHABET INC SHS 409 | AT COST | $23,252 | $36,291 |
| ALPHABET INC SHS 505 | AT COST | $29,836 | $44,556 |
| AMAZON.COM INC SHS 655 | AT COST | $64,376 | $55,020 |
| AMERICAN BEACON AHL MANAGED FUTURES SHS 19,439.841 | AT COST | $232,334 | $202,563 |
| AMERICAN EXPRESS CO SHS 139 | AT COST | $13,471 | $20,537 |
| AMPHENOL CORP SHS 407 | AT COST | $15,598 | $30,989 |
| APPLE INC SHS 196 | AT COST | $9,636 | $25,466 |
| ARISTA NETWORKS INC SHS 163 | AT COST | $8,779 | $19,780 |
| ARTHUR J GALLAGHER & CO SHS 167 | AT COST | $7,725 | $31,486 |
| ARTISAN DEVELOPING WORLD FUND SHS 13,831.672 | AT COST | $185,323 | $179,812 |
| ARTISAN MID CAP FUND SHS 3,420.984 | AT COST | $119,432 | $114,466 |
| AT&T INC SHS 1,607.00 | AT COST | $30,711 | $29,585 |
| AUTODESK INC SHS 87.00 | AT COST | $18,756 | $16,258 |
| BARON EMERGING MARKETS FUND SHS 31,475.895 | AT COST | $410,849 | $410,446 |
| BLACKROCK INC SHS 65.00 | AT COST | $22,292 | $46,061 |
| BLACKROCK TACTICAL OPPORTUNITIES FUND SHS 17081.065 | AT COST | $238,558 | $246,309 |
| BRISTOL-MYERS SQUIBB CO SHS 329.00 | AT COST | $16,539 | $23,672 |
| CHEVRON CORP SHS 280.00 | AT COST | $21,351 | $50,257 |
| CHUBB LTD SHS 118.00 | AT COST | $16,355 | $26,031 |
| CISCO SYSTEMS INC SHS 215.00 | AT COST | $8,836 | $10,243 |
| COCA-COLA CO/THE SHS 538.00 | AT COST | $22,467 | $34,222 |
| COMCAST CORP SHS 1322.00 | AT COST | $47,636 | $46,230 |
| CONOCOPHILLIPS SHS 684.00 | AT COST | $40,054 | $80,712 |
| COSTCO WHOLESALE CORP SHS 79.00 | AT COST | $26,829 | $36,064 |
| CROWN CASTLE INTERNATIONAL CORP SHS 163.00 | AT COST | $28,031 | $22,109 |
| CVS HEALTH CORP SHS 520.00 | AT COST | $28,800 | $48,459 |
| DOCUSIGN INC SHS 212.00 | AT COST | $15,482 | $11,749 |
| DOMINION RESOURCES INC/VA SHS 741.00 | AT COST | $57,080 | $45,438 |
| DWS RREEF REAL ASSETS FUND SHS 24,452.884 | AT COST | $296,613 | $274,850 |
| ELI LILLY AND CO SHS 208.00 | AT COST | $18,276 | $76,095 |
| EVEREST RE GROUP LTD SHS 134.00 | AT COST | $36,575 | $44,390 |
| EXELON CORP SHS 829.00 | AT COST | $26,227 | $35,838 |
| EXPEDIA GROUP INC SHS 183.00 | AT COST | $32,071 | $16,031 |
| EXXON MOBIL CORP SHS 527.00 | AT COST | $29,524 | $58,128 |
| FIDELITY NATIONAL INFORMATION SERVICES SHS 312.00 | AT COST | $23,915 | $21,169 |
| FISERV INC SHS 330.00 | AT COST | $35,480 | $33,353 |
| GENERAL DYNAMICS CORP SHS 116.00 | AT COST | $19,981 | $28,781 |
| GENUINE PARTS CO SHS 203.00 | AT COST | $19,734 | $35,223 |
| HARDING LOEVNER INTERNATIONAL EQUITY SHS 10,102.915 | AT COST | $202,159 | $236,610 |
| HERSHEY CO/THE SHS 234.00 | AT COST | $31,038 | $54,187 |
| HILTON WORLDWIDE HOLDINGS INC SHS 158.00 | AT COST | $13,742 | $19,965 |
| HOME DEPOT INC/THE SHS 193.00 | AT COST | $32,569 | $60,961 |
| HONEYWELL INTERNATIONAL INC SHS 229.00 | AT COST | $30,697 | $49,075 |
| HUBBELL INC SHS 111.00 | AT COST | $12,109 | $26,049 |
| ILLINOIS TOOL WORKS INC SHS 750.00 | AT COST | $118,905 | $165,225 |
| ISHARES CORE S&P MID-CAP ETF SHS 1,223.00 | AT COST | $166,136 | $295,831 |
| ISHARES CORE S&P SMALL-CAP ETF SHS 3,022.00 | AT COST | $163,150 | $286,002 |
| ISHARES S&P SMAL!-CAP 600 VALUE ETF SHS 1,887.00 | AT COST | $185,807 | $172,302 |
| ISHARES S&P SMALL-CAP 600 VALUE ETF SHS 1,059.00 | AT COST | $118,215 | $114,446 |
| JOHCM INTERNATIONAL SELECT FUND SHS 23,420.475 | AT COST | $539,915 | $468,644 |
| JOHN HANCOCK DISCIPLINED VALUE MID CAP SHS 7,091.099 | AT COST | $188,110 | $173,023 |
| JOHNSON & JOHNSON SHS 266.00 | AT COST | $40,607 | $46,989 |
| JPMORGAN CHASE & CO SHS 274.00 | AT COST | $16,815 | $36,743 |
| JPMORGAN HEDGED EQUITY FUND SHS 19,754.41 | AT COST | $486,095 | $486,354 |
| LYONDELLBASELL INDUSTRIES NV SHS 158.00 | AT COST | $6,089 | $13,119 |
| MASTERCARD INC SHS 109.00 | AT COST | $21,908 | $37,903 |
| MCDONALD'S CORP SHS 111.00 | AT COST | $27,789 | $29,252 |
| MERCK & CO INC SHS 837.00 | AT COST | $51,067 | $92,865 |
| META PLATFORMS INC SHS 250.00 | AT COST | $42,309 | $30,085 |
| METLIFE INC SHS 421.00 | AT COST | $14,089 | $30,468 |
| MICROSOFT CORP SHS 550.00 | AT COST | $60,175 | $131,901 |
| MONDELEZ INTERNATIONAL INC SHS 515.00 | AT COST | $34,481 | $34,325 |
| MONSTER BEVERAGE CORP SHS 305.00 | AT COST | $27,072 | $30,967 |
| NETFLIX INC SHS 125.00 | AT COST | $31,766 | $36,860 |
| NEXTERA ENERGY INC SHS 347.00 | AT COST | $9,625 | $29,009 |
| NVIDIA CORP SHS 137.00 | AT COST | $7,390 | $20,021 |
| O'REILLY AUTOMOTIVE INC SHS 39.00 | AT COST | $13,593 | $32,917 |
| PACKAGING CORP OF AMERICA SHS 139.00 | AT COST | $20,606 | $17,779 |
| PAYPAL HOLDINGS INC SHS 380.00 | AT COST | $37,547 | $27,064 |
| PROCTER & GAMBLE CO/THE SHS 141.00 | AT COST | $11,461 | $21,370 |
| QUALCOMM INC SHS 61.00 | AT COST | $2,834 | $6,706 |
| ROSS STORES INC SHS 284.00 | AT COST | $24,439 | $32,964 |
| S&P GLOBAL INC SHS 70.00 | AT COST | $32,207 | $23,446 |
| SALESFORCE.COM INC SHS 139.00 | AT COST | $20,052 | $18,430 |
| SBA COMMUNICATIONS CORP SHS 92.00 | AT COST | $26,493 | $25,789 |
| SCHWAB FUNDAMENTAL INTERNATIONAL LARGE SHS 16,011.00 | AT COST | $432,931 | $465,440 |
| STRYKER CORP SHS 229.00 | AT COST | $54,174 | $55,988 |
| SYSCO CORP SHS 216.00 | AT COST | $8,588 | $16,513 |
| TE CONNECTIVITY LTD SHS 113.00 | AT COST | $8,422 | $12,972 |
| TEXAS INSTRUMENTS INC SHS 188.00 | AT COST | $19,993 | $31,061 |
| THERMO FISHER SCIENTIFIC INC SHS 51.00 | AT COST | $13,382 | $28,085 |
| TJX COS INC/THE SHS 488.00 | AT COST | $33,442 | $38,845 |
| TRUIST FINANCIAL CORP SHS 520.00 | AT COST | $20,520 | $22,376 |
| UNION PACIFIC CORP SHS 119.00 | AT COST | $23,957 | $24,641 |
| UNITEDHEALTH GROUP INC SHS 71.00 | AT COST | $23,910 | $37,643 |
| US BANCORP SHS 516.00 | AT COST | $22,330 | $22,503 |
| VERIZON COMMUNICATIONS INC SHS 850.00 | AT COST | $45,150 | $33,490 |
| VERSICK ANALYTICS INC SHS 156.00 | AT COST | $27,415 | $27,522 |
| VISA INC SHS 189.00 | AT COST | $26,639 | $39,267 |
| WALMART INC SHS 208.00 | AT COST | $18,663 | $29,492 |
| WASTE MANAGEMENT INC SHS 234.00 | AT COST | $13,750 | $36,710 |
| ZILLOW GROUP INC SHS 384.00 | AT COST | $22,837 | $11,985 |
| ZOETIS INC SHS 156.00 | AT COST | $13,718 | $22,861 |
| COMMUNITAS CAPITAL PARTNERS FUND II LP | AT COST | $350,000 | $350,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $802 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $802 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $76,694 | Amt |
| Net Investment Income | $76,694 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $14,591 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |