GRIFFIN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GRIFFIN FOUNDATION (EIN 36-4780993)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-03
- IRS object ID
- 202212159349100201
- Schema version
- 2021v4.2
- 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 Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-03T07:40:58-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561706742 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIDSON HOLLAND WHITESELL & CO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 13TH AVE PLACE NW SUITE 200 | AddressLine1Txt |
| City | HICKORY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364780993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GRIFFIN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | PRIVATE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRIF | BusinessNameControlTxt |
| Phone | 8282917610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 748 WOOD HOLLOW ROAD | AddressLine1Txt |
| City | TAYLORSVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28681 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD M GRIFFIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8282917610 | PhoneNum |
| Signature | 2022-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | GRIFFIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA P SHRONCE | PreparerPersonNm |
| PTIN | P00092311 | PTIN |
| Phone | 8283222070 | PhoneNum |
| Preparation | 2022-08-01 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,440,786 | 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 | $23,488 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,488 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $135,776 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $626,894 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $135,776 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $159,264 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $159,264 | 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 |
| Legal Fees Rev And Expnss | $78 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $78 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,585 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,585 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $496 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,459 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,963 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,859 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,963 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $71,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $77,405 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $149,301 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,608 | CashBOYAmt |
| Cash EOY | $57,102 | CashEOYAmt |
| Cash EOYFMV | $57,102 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $6,600 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $919,462 | CorporateStockBOYAmt |
| Corporate Stock EOY | $979,973 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,383,684 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $959,670 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,037,075 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,440,786 | 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 | $959,670 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,037,075 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $959,670 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,037,075 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $959,670 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,037,075 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $959,670 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $77,405 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,037,075 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,037,075 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ISHARES S&P 500 | 2021-07-21 | 2021-12-13 | $10,298 | $9,589 | $709 | $709 | |
| ISHARES TR RUS 2000 GRW ETF | 2012-02-11 | 2021-03-18 | $69,264 | $74,634 | -$5,370 | -$5,370 | |
| ISHARES TRUST MSCI EMG MKTS ETFUSD DIS | 2021-01-07 | 2021-07-21 | $34,609 | $34,710 | -$101 | -$101 | |
| VANGUARD BD INDEX FDS SHORT TRM BOND | 2020-03-17 | 2021-01-07 | $60,658 | $59,317 | $1,341 | $1,341 | |
| VANGUARD INDEX FUNDSS&P 500 ETF USD | 2021-07-21 | 2021-12-13 | $32,693 | $30,321 | $2,372 | $2,372 | |
| VANGUARD INT-TERM BOND INDEX ADMIRAL | 2021-01-07 | 2021-10-22 | $26,460 | $26,841 | -$381 | -$381 | |
| EATON VANCE ATLANTA CAP SMID CAP FD I | 2019-04-06 | 2021-01-07 | $48,094 | $34,488 | $13,606 | $13,606 | |
| INVESCO QQQ TR UNIT SER 1 | 2020-04-06 | 2021-05-05 | $75,667 | $44,507 | $31,160 | $31,160 | |
| NUVEEN PREFERRED SECS AND INC CL I | 2019-04-06 | 2021-01-07 | $23,326 | $22,530 | $796 | $796 | |
| T ROWE PRICE LARGE CAP GROWTH CL I | 2019-04-06 | 2021-01-07 | $89,668 | $41,504 | $48,164 | $48,164 | |
| T ROWE PRICE QM SM CAP GROWTH INSTL | 2019-04-06 | 2021-02-11 | $77,543 | $49,360 | $28,183 | $28,183 | |
| VANGUARD INT-TERM BOND INDEX ADMIRAL | 2019-04-06 | 2021-10-22 | $62,417 | $63,317 | -$900 | -$900 | |
| CAPITAL GAINS DIVIDENDS | $16,197 | $16,197 | $16,197 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $135,776 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,075 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,075 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,075 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $2,086 | TaxDueAmt |
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 | NC | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD M GRIFFIN | IndividualWithBooksNm |
| Phone | 8284957987 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 748 WOOD HOLLOW ROAD | AddressLine1Txt |
| City | TAYLORSVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28681 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| MARY CATHERINE GRIFFIN | ||||||||
| 1544 MOUNTAIN ROAD | WALNUT COVE | NC | 27052 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARAH OLIVIA GRIFFIN-GREENE | ||||||||
| 1011 RIVERSIDE BLVD | LUMBERTON | NC | 28358 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAREN OHLE REESE | ||||||||
| 2 APPLE WOOD DRIVE | ASHEVILLE | NC | 28805 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD MADISON GRIFFIN JR | ||||||||
| 301 E MAIN ST SUITE 2 | JOHNSON CITY | TN | 37601 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARGARET GRIFFIN MARCH | ||||||||
| 11 INDIGO CREEK TRAIL | DURHAM | NC | 28681 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY OLIVIA W GRIFFIN | ||||||||
| 748 WOOD HOLLOW ROAD | TAYLORSVILLE | NC | 28681 | SERCRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| RICHARD M GRIFFIN SR | ||||||||
| 748 WOOD HOLLOW ROAD | TAYLORSVILLE | NC | 28681 | PRESIDENT | 5.00 | $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 | $1,359,695 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,750 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,414,445 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,414,445 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,217 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,393,228 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,661 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,661 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,075 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,075 | TotalTaxAmt |
| Distributable Before Adj | $67,586 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $67,586 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $67,586 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $71,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $71,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,586 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $2,667 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,667 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $71,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $67,586 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,814 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,481 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,481 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,667 | ExcessFromYear1Amt |
| Excess From Current Year | $3,814 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD M GRIFFIN SR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD M GRIFFIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 748 WOOD HOLLOW ROAD | AddressLine1Txt |
| City | TAYLORSVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28681 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8284957987 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION WILL PROVIDE FUNDS TO CHURCHES FOR THEIR MISSION AND OUTREACH PROGRAMS AND TO 501(C)3 CORPORATIONS FOR SOCIAL, MEDICAL, AND HUMANITARIAN PROGRAMS. AT THIS TIME, CONTRIBUTIONS WILL ONLY BY MADE TO ORGANIZATIONS AND NOT TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HART SQUARE FOUNDATION | ||||||
| 5055 HOPE ROAD | VALE | NC | 28168 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $6,000 |
| BELOVED ASHEVILLE | ||||||
| PO BOX 6386 | ASHEVILLE | NC | 28816 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $2,000 |
| EVERGREEN CHARTER SCHOOL (EVERGREEN FUND) | ||||||
| 50 BELL RD | ASHEVILLE | NC | 28805 | 501(C)3 ORGANIZATION | EDUCATIONAL | $2,000 |
| COMMUNITIES IN PARTERNSHIP | ||||||
| PO BOX 11247 | DURHAM | NC | 27703 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $2,000 |
| DOCTORS WO BORDERS | ||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $2,000 |
| LUMBERTON CHRISTIAN CARE | ||||||
| PO BOX 1712 | LUMBERTON | NC | 28359 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $1,000 |
| MONROE CAMP AND RETREAT CENTER | ||||||
| 24501 CAMP MONROE RD | LAUREL HILL | NC | 28351 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $1,000 |
| SOUTHEASTERN FAMILY VIOLENCE CENTER | ||||||
| PO BOX 652 | LUMBERTON | NC | 28358 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $2,000 |
| FOOTHILLS CONSERVANCY | ||||||
| PO BOX 3023 | MORGANTON | NC | 28680 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $2,000 |
| SCHOOL OF SPIRIT | ||||||
| 4 LONG SHOALS RD STE 484 | ARDEN | NC | 28704 | 501(C)3 ORGANIZATION | EDUCATIONAL | $2,000 |
| ONE ACRE CAFE | ||||||
| PO BOX 3411 | JOHNSON CITY | TN | 37602 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $2,000 |
| FIRST PRES CHURCH JOHNSON CITY- THE RIVER | ||||||
| 125 WEST MAIN STREET | JOHNSON CITY | TN | 37604 | 501(C)3 ORGANIZATION | RELIGIOUS | $2,000 |
| HABITAT FOR HUMANITY OF CATAWBA VALLEY | ||||||
| 772 4TH STREET SW | HICKORY | NC | 28602 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $3,000 |
| ZOE | ||||||
| PO BOX 28839 | RALEIGH | NC | 27611 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $6,900 |
| LENOIR RHYNE UNIVERSITY | ||||||
| PO BOX 7467 | HICKORY | NC | 28603 | 501(C)3 ORGANIZATION | EDUCATIONAL | $3,000 |
| EXODUS HOMES | ||||||
| 610 4TH STREET SW | HICKORY | NC | 28601 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $4,000 |
| FAMILY CARE CENTER OF CATAWBA VALLEY | ||||||
| 2875 HIGHLAND AVE NE | HICKORY | NC | 28601 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $3,500 |
| SAFE HARBOR RESCUE MISSION | ||||||
| 210 2ND STREET SE | HICKORY | NC | 28602 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $3,000 |
| HICKORY SOUP KITCHEN | ||||||
| 110 2ND STREET PL SE | HICKORY | NC | 28602 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $2,000 |
| EMORY UNIVERSITY COLLEGE OF ARTS AND SCIENCES | ||||||
| 1762 CLIFTON RD SUITE 1400 | ATLANTA | GA | 30322 | 501(C)3 ORGANIZATION | EDUCATIONAL | $2,000 |
| EMORY UNIVERSITY SCHOOL OF MEDICINE | ||||||
| 1440 CLIFTON RD SUITE 170 | ATLANTA | GA | 30322 | 501(C)3 ORGANIZATION | EDUCATIONAL | $2,000 |
| OUTRIGHT YOUTH | ||||||
| 748 4TH STREET SE | HICKORY | NC | 28602 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $1,000 |
| UNC SCHOOL OF NURSING | ||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | 501(C)3 ORGANIZATION | EDUCATIONAL | $1,000 |
| GREATER HICKORY COOPERATIVE CHRISTIAN MINISTRY | ||||||
| 31 1ST AVE SE | HICKORY | NC | 28602 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $3,000 |
| SALVATION ARMY OF GREATER HICKORY | ||||||
| PO BOX 21148 | CHARLOTTE | NC | 28224 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $3,000 |
| THE BRIDGE COMMUNITY | ||||||
| PO BOX 663 | STONY POINT | NC | 28678 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $2,000 |
| FOSTERING HOPE | ||||||
| PO BOX 1161 | CONOVER | NC | 29613 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $1,000 |
| FAMILY GUIDANCE CENTER | ||||||
| 17 US-70 W | HICKORY | NC | 28602 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $2,000 |
| UMCOR UMC | ||||||
| PO BOX 9068 | NEW YORK | NY | 10087 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $2,000 |
| CATAWBA SCIENCE CENTER | ||||||
| PO BOX 2431 | HICKORY | NC | 28603 | 501(C)3 ORGANIZATION | PHILANTHROPIC | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,400 | 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 | $23,488 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $135,776 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $159,264 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $159,264 | 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 | DHW ACCOUNTING FEES | CategoryTxt |
| Amt | $1,300 | Amt |
| Net Investment Income | $1,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA US CORE EQUITY I | $38,319 | $65,305 |
| DOUBLELINE TOTAL RETURN BOND FD CL I | $55,962 | $54,018 |
| EATON VANCE FLOATING RATE FUND CL R6 | $83,047 | $82,859 |
| TROWE PRICE LARGE CAP GROWTH CL I | $30,809 | $79,713 |
| MAINSTAY MACKAY CONVERTIBLE CL I | $48,964 | $58,585 |
| PIMCO INVMT GRADE CREDIT BD FD INST | $57,108 | $60,273 |
| VANGUARD INT-TERM BOND INDEX ADMIRAL | $84,537 | $82,571 |
| ISHARES S&P 500 | $137,086 | $263,298 |
| ISHARES MSCI EAFE ETF | $51,810 | $54,368 |
| ISHARES TR RUS MID CAP ETF | $37,427 | $68,234 |
| ISHARES RUSSELL 1000 VALUE ETF | $85,441 | $106,468 |
| ISHARES RUSSELL 2000 ETF | $105,042 | $105,886 |
| VANGUARD INDEX FUNDS S&P 500 ETF USD | $164,421 | $302,106 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PATRICK, HARPER & DIXON LEGAL FEES | CategoryTxt |
| Legal Fees | $78 | LegalFeesAmt |
| Net Investment Income | $78 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUNTRUST INVESTMENT FEES | $8,182 | $8,182 | $0 |
| OTHER EXPENSES | $403 | $403 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PY TAXES PAID | $480 | $0 | $0 |
| FOREIGN TAXES PAID | $16 | $0 | $0 |