2022-08-03T07:40:58-05:00 2021-12-31 561706742 DAVIDSON HOLLAND WHITESELL & CO PLLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990PF 2021-01-01 364780993 THE GRIFFIN FOUNDATION PRIVATE FOUNDATION GRIF 8282917610 748 WOOD HOLLOW ROAD TAYLORSVILLE NC 28681 RICHARD M GRIFFIN TRUSTEE 8282917610 2022-08-01 1 RICHARD GRIFFIN 999009999 MELISSA P SHRONCE P00092311 8283222070 2022-08-01 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 1440786 X X 23488 23488 135776 626894 135776 159264 159264 0 0 0 78 78 0 1300 1300 0 8585 8585 0 496 0 0 10459 9963 0 71400 71400 81859 9963 71400 77405 149301 33608 57102 57102 6600 919462 979973 1383684 959670 1037075 1440786 0 0 X 0 0 0 0 959670 1037075 959670 1037075 959670 1037075 959670 77405 0 1037075 0 1037075 ISHARES S&P 500 2021-07-21 2021-12-13 10298 9589 709 709 ISHARES TR RUS 2000 GRW ETF 2012-02-11 2021-03-18 69264 74634 -5370 -5370 ISHARES TRUST MSCI EMG MKTS ETFUSD DIS 2021-01-07 2021-07-21 34609 34710 -101 -101 VANGUARD BD INDEX FDS SHORT TRM BOND 2020-03-17 2021-01-07 60658 59317 1341 1341 VANGUARD INDEX FUNDSS&P 500 ETF USD 2021-07-21 2021-12-13 32693 30321 2372 2372 VANGUARD INT-TERM BOND INDEX ADMIRAL 2021-01-07 2021-10-22 26460 26841 -381 -381 EATON VANCE ATLANTA CAP SMID CAP FD I 2019-04-06 2021-01-07 48094 34488 13606 13606 INVESCO QQQ TR UNIT SER 1 2020-04-06 2021-05-05 75667 44507 31160 31160 NUVEEN PREFERRED SECS AND INC CL I 2019-04-06 2021-01-07 23326 22530 796 796 T ROWE PRICE LARGE CAP GROWTH CL I 2019-04-06 2021-01-07 89668 41504 48164 48164 T ROWE PRICE QM SM CAP GROWTH INSTL 2019-04-06 2021-02-11 77543 49360 28183 28183 VANGUARD INT-TERM BOND INDEX ADMIRAL 2019-04-06 2021-10-22 62417 63317 -900 -900 CAPITAL GAINS DIVIDENDS P 16197 16197 16197 135776 2075 0 2075 0 2075 0 0 0 0 0 11 2086 0 0 0 0 0 0 0 0 0 0 0 1 NC 1 0 0 0 0 1 N/A RICHARD M GRIFFIN 8284957987 748 WOOD HOLLOW ROAD TAYLORSVILLE NC 28681 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 1359695 54750 0 1414445 0 0 1414445 21217 1393228 69661 69661 2075 2075 67586 0 67586 0 67586 71400 0 71400 67586 0 0 2667 2667 71400 0 0 0 67586 3814 0 0 6481 0 0 0 0 0 0 0 6481 2667 3814 RICHARD M GRIFFIN SR RICHARD M GRIFFIN 748 WOOD HOLLOW ROAD TAYLORSVILLE NC 28681 8284957987 GRANT APPLICATION N/A 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. HART SQUARE FOUNDATION 5055 HOPE ROAD VALE NC 28168 501(C)3 ORGANIZATION PHILANTHROPIC 6000 BELOVED ASHEVILLE PO BOX 6386 ASHEVILLE NC 28816 501(C)3 ORGANIZATION PHILANTHROPIC 2000 EVERGREEN CHARTER SCHOOL (EVERGREEN FUND) 50 BELL RD ASHEVILLE NC 28805 501(C)3 ORGANIZATION EDUCATIONAL 2000 COMMUNITIES IN PARTERNSHIP PO BOX 11247 DURHAM NC 27703 501(C)3 ORGANIZATION PHILANTHROPIC 2000 DOCTORS WO BORDERS PO BOX 5030 HAGERSTOWN MD 21741 501(C)3 ORGANIZATION PHILANTHROPIC 2000 LUMBERTON CHRISTIAN CARE PO BOX 1712 LUMBERTON NC 28359 501(C)3 ORGANIZATION PHILANTHROPIC 1000 MONROE CAMP AND RETREAT CENTER 24501 CAMP MONROE RD LAUREL HILL NC 28351 501(C)3 ORGANIZATION PHILANTHROPIC 1000 SOUTHEASTERN FAMILY VIOLENCE CENTER PO BOX 652 LUMBERTON NC 28358 501(C)3 ORGANIZATION PHILANTHROPIC 2000 FOOTHILLS CONSERVANCY PO BOX 3023 MORGANTON NC 28680 501(C)3 ORGANIZATION PHILANTHROPIC 2000 SCHOOL OF SPIRIT 4 LONG SHOALS RD STE 484 ARDEN NC 28704 501(C)3 ORGANIZATION EDUCATIONAL 2000 ONE ACRE CAFE PO BOX 3411 JOHNSON CITY TN 37602 501(C)3 ORGANIZATION PHILANTHROPIC 2000 FIRST PRES CHURCH JOHNSON CITY- THE RIVER 125 WEST MAIN STREET JOHNSON CITY TN 37604 501(C)3 ORGANIZATION RELIGIOUS 2000 HABITAT FOR HUMANITY OF CATAWBA VALLEY 772 4TH STREET SW HICKORY NC 28602 501(C)3 ORGANIZATION PHILANTHROPIC 3000 ZOE PO BOX 28839 RALEIGH NC 27611 501(C)3 ORGANIZATION PHILANTHROPIC 6900 LENOIR RHYNE UNIVERSITY PO BOX 7467 HICKORY NC 28603 501(C)3 ORGANIZATION EDUCATIONAL 3000 EXODUS HOMES 610 4TH STREET SW HICKORY NC 28601 501(C)3 ORGANIZATION PHILANTHROPIC 4000 FAMILY CARE CENTER OF CATAWBA VALLEY 2875 HIGHLAND AVE NE HICKORY NC 28601 501(C)3 ORGANIZATION PHILANTHROPIC 3500 SAFE HARBOR RESCUE MISSION 210 2ND STREET SE HICKORY NC 28602 501(C)3 ORGANIZATION PHILANTHROPIC 3000 HICKORY SOUP KITCHEN 110 2ND STREET PL SE HICKORY NC 28602 501(C)3 ORGANIZATION PHILANTHROPIC 2000 EMORY UNIVERSITY COLLEGE OF ARTS AND SCIENCES 1762 CLIFTON RD SUITE 1400 ATLANTA GA 30322 501(C)3 ORGANIZATION EDUCATIONAL 2000 EMORY UNIVERSITY SCHOOL OF MEDICINE 1440 CLIFTON RD SUITE 170 ATLANTA GA 30322 501(C)3 ORGANIZATION EDUCATIONAL 2000 OUTRIGHT YOUTH 748 4TH STREET SE HICKORY NC 28602 501(C)3 ORGANIZATION PHILANTHROPIC 1000 UNC SCHOOL OF NURSING PO BOX 309 CHAPEL HILL NC 27514 501(C)3 ORGANIZATION EDUCATIONAL 1000 GREATER HICKORY COOPERATIVE CHRISTIAN MINISTRY 31 1ST AVE SE HICKORY NC 28602 501(C)3 ORGANIZATION PHILANTHROPIC 3000 SALVATION ARMY OF GREATER HICKORY PO BOX 21148 CHARLOTTE NC 28224 501(C)3 ORGANIZATION PHILANTHROPIC 3000 THE BRIDGE COMMUNITY PO BOX 663 STONY POINT NC 28678 501(C)3 ORGANIZATION PHILANTHROPIC 2000 FOSTERING HOPE PO BOX 1161 CONOVER NC 29613 501(C)3 ORGANIZATION PHILANTHROPIC 1000 FAMILY GUIDANCE CENTER 17 US-70 W HICKORY NC 28602 501(C)3 ORGANIZATION PHILANTHROPIC 2000 UMCOR UMC PO BOX 9068 NEW YORK NY 10087 501(C)3 ORGANIZATION PHILANTHROPIC 2000 CATAWBA SCIENCE CENTER PO BOX 2431 HICKORY NC 28603 501(C)3 ORGANIZATION PHILANTHROPIC 1000 71400 0 14 23488 18 135776 0 159264 0 159264 0 0 0 0 0 0 0 0 0 0 DHW ACCOUNTING FEES 1300 1300 0 DFA US CORE EQUITY I 38319 65305 DOUBLELINE TOTAL RETURN BOND FD CL I 55962 54018 EATON VANCE FLOATING RATE FUND CL R6 83047 82859 TROWE PRICE LARGE CAP GROWTH CL I 30809 79713 MAINSTAY MACKAY CONVERTIBLE CL I 48964 58585 PIMCO INVMT GRADE CREDIT BD FD INST 57108 60273 VANGUARD INT-TERM BOND INDEX ADMIRAL 84537 82571 ISHARES S&P 500 137086 263298 ISHARES MSCI EAFE ETF 51810 54368 ISHARES TR RUS MID CAP ETF 37427 68234 ISHARES RUSSELL 1000 VALUE ETF 85441 106468 ISHARES RUSSELL 2000 ETF 105042 105886 VANGUARD INDEX FUNDS S&P 500 ETF USD 164421 302106 PATRICK, HARPER & DIXON LEGAL FEES 78 78 0 SUNTRUST INVESTMENT FEES 8182 8182 0 OTHER EXPENSES 403 403 0 PY TAXES PAID 480 0 0 FOREIGN TAXES PAID 16 0 0