STRATEGY STUDIO / PUBLIC DATA EXPLORER

GRIFFIN FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
GRIFFIN FAMILY FOUNDATION (EIN 56-2114288)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-13
IRS object ID
202531339349102313
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-13T11:10:06-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560571159PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERNARD ROBINSON & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 19608AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP274199608ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562114288EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GRIFFIN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGRIFBusinessNameControlTxt
Phone3362724157PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1814 W MARKET STREETAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP274011813ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHAYNES G GRIFFINPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone3362724157PhoneNum
Signature2025-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFREDDY H ROBINSONPreparerPersonNm
PTINP00174761PTIN
Phone3362944494PhoneNum
Preparation2025-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,355,482FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$70,442DividendsRevAndExpnssAmt
Dividends Net Invst Incm$70,442DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$78,595NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$126,623GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$78,595CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$149,037TotalRevAndExpnssAmt
Total Net Invst Incm$149,037TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,883AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,883AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,871OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,871OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,847TaxesRevAndExpnssAmt
Taxes Net Invst Incm$652TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$15OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,616TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,421TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,396ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,396ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$82,012TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,421TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$65,396TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$67,025ExcessRevenueOverExpensesAmt
Net Investment Income$134,616NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$30,389CashBOYAmt
Cash EOY$7,978CashEOYAmt
Cash EOYFMV$7,978CashEOYFMVAmt
Sav And Temp Cash Invst BOY$12,092SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,179SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,179SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$920PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$920PrepaidExpensesEOYFMVAmt
Other Investments BOY$1,212,912OtherInvestmentsBOYAmt
Other Investments EOY$1,310,341OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,343,405OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,255,393TotalAssetsBOYAmt
Total Assets EOY$1,322,418TotalAssetsEOYAmt
Total Assets EOYFMV$1,355,482TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,255,393CapitalStockBOYAmt
Capital Stock EOY$1,322,418CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,255,393TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,322,418TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,255,393TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,322,418TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,255,393TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$67,025ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,322,418SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,322,418TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAIN DISTRIBUTION$76,623$76,623$76,623
PUBLICLY TRADED SECURITIES$50,000$1,972$1,972$48,028
FieldValueIRS element (for citing)
Capital Gain Net Income$78,595CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,871InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,871SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,871TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$920EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$920TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$951TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHAYNES G GRIFFINIndividualWithBooksNm
Phone3362724157PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1814 W MARKET STREETAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP274011813ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HAYNES G GRIFFIN
814 W MARKET STREETGREENSBORONC27401PRESIDENT/TREASURER0.00$0$0$0
VIRGINIA R GRIFFIN
814 W MARKET STREETGREENSBORONC27401VP/SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,342,065AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$37,090AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,379,155TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,379,155AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,687CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,358,468NetVlNoncharitableAssetsAmt
Minimum Investment Return$67,923MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$67,923MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,871TaxBasedOnInvestmentIncomeAmt
Total Tax$1,871TotalTaxAmt
Distributable Before Adj$66,052DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$66,052DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$66,052DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$65,396ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$65,396QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$66,052DistributableAsAdjustedAmt
Undistributed Income PY$61,152UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Total For Prior Years$4,244TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$65,396QualifyingDistributionsAmt
Applied To Year1$61,152AppliedToYear1Amt
Applied To Prior Years$4,244AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$66,052UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHAYNES G GRIFFINContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANIMAL RESCUE AND FOSTER PROGRAM
PO BOX 77393GREENSBORONC27417PCPROGRAM SUPPORT$200
CANCER ALLIANCE OF HOPE & HEALTH PALM BEACH
PO BOX 3292PALM BEACHFL33480PCPROGRAM SUPPORT$900
COMMUNITY THEATRE OF GREENSBORO
520 S ELM STREETGREENSBORONC27406PCPROGRAM SUPPORT$5,000
GREENSBORO DAY SCHOOL
5401 LAWNDALE DRIVEGREENSBORONC27455PCPROGRAM SUPPORT$21,000
GREENSBORO SCIENCE CENTER
4301 LAWNDALE DRIVEGREENSBORONC27455PCPROGRAM SUPPORT$20,046
GREENSBORO URBAN MINISTRY
305 W GATE CITY BLVDGREENSBORONC27406PCPROGRAM SUPPORT$1,000
HABITAT FOR HUMANITY OF GREENSBORO
1301 SUMMIT AVENUE STE 2W-2GREENSBORONC27405PCPROGRAM SUPPORT$1,000
NORTH CAROLINA MUSEUM OF HISTORY
5 EAST EDENTON STREETRALEIGHNC27601PCPROGRAM SUPPORT$250
PLANNED PARENTHOOD
PO BOX 97116WASHINGTONDC20090PCPROGRAM SUPPORT$5,000
ROYAL POINCIANA CHAPEL
60 COCOANUT ROWPALM BEACHFL33480PCPROGRAM SUPPORT$5,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607PCPROGRAM SUPPORT$1,000
SANCTUARY HOUSE
518 N ELM STREETGREENSBORONC27401PCPROGRAM SUPPORT$1,000
SENIOR RESOURCES OF GREENSBORO
301 E WASHINGTON STREETGREENSBORONC27401PCPROGRAM SUPPORT$1,000
STEPUP GREENSBORO
607 NORTH ELM STREETGREENSBORONC27401PCPROGRAM SUPPORT$1,000
THE B FOUNDATION
101 ROCKLAND CIRCLEWILMINGTONDE19803PCPROGRAM SUPPORT$1,000
WOMEN IN THE WINDOW INTERNATIONAL
2101 VISTA PARKWAY STE 253WEST PALM BEACHFL33411PCPROGRAM SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,396TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$70,442ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$78,595ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$149,037ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$149,037TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,883Amt
Net Investment Income$3,883NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionGRIFFIN FAMILY FONDATION IS MAKING AN ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) WHEREBY IT IS MAKING A DISTRIBUTION IN 2024 OF $4,244 OUT OF THE UNDISTRIBUTED INCOME FROM 2022. SEE PAGE 9, PART XII, BOX 4B WHERE THIS IS REFLECTED.ElectionDesc

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
10275.75 SHS HC CAPITAL TRUST FIXED INCOME OPPORTUNITY PORTFOLIOAT COST$69,314$74,910
8451.03 SHS HC CAPITAL TRUST US CORP FIXED INCOME SECURITIESAT COST$81,593$73,693
29024.07 SHS HC CAPITAL TRUST US GOVT FIXED INCOME SECURITIESAT COST$263,810$242,641
7128.09 SHS HC CAPITAL TRUST US MORTGAGE/ASSET FIXED INCOMEAT COST$68,386$58,450
5077.42 SHS HC CAPITAL TRUST EMERGING MARKETS PORTFOLIOAT COST$87,635$90,987
18689.58 SHS HC CAPITAL TRUST INSTL INTL EQUITY PORTFOLIOAT COST$174,243$188,952
39044.00 SHS HC CAPITAL TRUST INSTL GRWTH EQUITY PORTFOLIOAT COST$565,360$613,772

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$15RevenueAndExpensesPerBooksAmt
Net Investment Income$15NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$9,871Amt
Net Investment Income$9,871NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$652$652$0
FEDERAL TAX$2,195$0$0