GRIFFIN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GRIFFIN FAMILY FOUNDATION (EIN 56-2114288)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202221369349102457
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T10:02:54-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560571159 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD ROBINSON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19608 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 274199608 | 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 | 562114288 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIFFIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRIF | BusinessNameControlTxt |
| Phone | 3362724157 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 814 W MARKET STREET | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 274011813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAYNES G GRIFFIN | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 3362724157 | PhoneNum |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HAYNES | PersonFirstNm |
| Person Last | GRIFFIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES T CONNOLLY JR | PreparerPersonNm |
| PTIN | P00575688 | PTIN |
| Phone | 3362944494 | PhoneNum |
| Preparation | 2022-05-13 | 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 | $1,526,531 | 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 | $95,072 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,072 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $106,371 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $314,508 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $106,371 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $201,443 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $201,443 | 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 |
| Other Prof Fees Rev And Expnss | $6,059 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,059 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,206 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $870 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,310 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,974 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,112 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,112 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,422 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,974 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,112 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $132,021 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $194,469 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,180 | CashBOYAmt |
| Cash EOY | $28,687 | CashEOYAmt |
| Cash EOYFMV | $28,687 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,197 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,643 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,643 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,155,780 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,283,122 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,484,201 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,195,157 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,325,452 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,526,531 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,726 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,726 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,193,431 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,325,452 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,193,431 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,325,452 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,195,157 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,325,452 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,193,431 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $132,021 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,325,452 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,325,452 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION | $86,173 | $86,173 | $86,173 | |
| PUBLICLY TRADED SECURITIES | $228,335 | $20,198 | $20,198 | $208,137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $106,371 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,703 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,703 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,703 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $198 | 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 | $198 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $2,511 | 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 | Yes (1) | 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 | HAYNES G GRIFFIN | IndividualWithBooksNm |
| Phone | 3362724157 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 814 W MARKET STREET | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 274011813 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| HAYNES G GRIFFIN | ||||||||
| 814 W MARKET STREET | GREENSBORO | NC | 27401 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| VIRGINIA R GRIFFIN | ||||||||
| 814 W MARKET STREET | GREENSBORO | NC | 27401 | VP/SECRETARY | 0.00 | $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 | $1,474,669 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,344 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,518,013 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,518,013 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,770 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,495,243 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,762 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,762 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,703 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,703 | TotalTaxAmt |
| Distributable Before Adj | $72,059 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,059 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $72,059 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,112 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $62,112 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,059 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $64,112 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,112 | QualifyingDistributionsAmt |
| Applied To Year1 | $62,112 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $2,000 | Taxable2Amt |
| Undistributed Income CY | $72,059 | 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 | HAYNES G GRIFFIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BATH AND TENNIS HISTORICAL PRESERVATION FOUNDATION | ||||||
| 1170 S OCEAN BLVD | PALM BEACH | FL | 33480 | PC | TO SUPPORT THE MISSION STATEMENT OF PROVIDING FUNDS, RESEARCH AND TO INSURE THE PRESERVATION OF HOMES, BUILDINGS, LAND, AND OTHER ARTICLES. | $1,000 |
| CENTER FOR CREATIVE LEADERSHIP | ||||||
| 1 LEADERSHIP PLACE | GREENSBORO | NC | 27410 | PC | TO ASSIST NONPROFITS IN BUILDING AND SUSTAINING THEIR CREATIVE LEADERSHIP CAPACITY. | $1,000 |
| CLEVELAND CLINIC FLORIDA PHILANTHROPY INSTITUTE | ||||||
| 2950 CLEVELAND CLINIC BLVD | WESTON | FL | 33331 | PC | TO PROVIDE BETTER CARE OF THE SICK, INVESTIGATION INTO THEIR PROBLEMS AND FURTHER EDUCATION OF THOSE THEY SERVE. | $1,000 |
| COMMUNITY THEATRE OF GREENSBORO | ||||||
| 520 S ELM STREET | GREENSBORO | NC | 27406 | PC | TO SUPPORT THE THEATRE IN THE COMMUNITY. | $5,000 |
| CONE CANCER CENTER | ||||||
| 1200 N ELM STREET | GREENSBORO | NC | 27401 | PC | TO SERVE COMMUNITIES BY PREVENTING ILLNESS, RESTORING HEALTH AND PROVIDING COMFORT, THROUGH EXCEPTIONAL PEOPLE DELIVERING EXCEPTIONAL CARE. | $1,000 |
| FAMILY SERVICE OF GREENSBORO | ||||||
| 315 E WASHINGTON STREET | GREENSBORO | NC | 27401 | PC | TO SUPPORT AND ASSIST THE WELFARE OF FAMILIES AND CHILDREN IN COORDINATION WITH FAMILY SERVICE OF THE PIEDMONT, INC. | $1,750 |
| FIGURE 8 ISLAND CHURCH SERVICES | ||||||
| 31 SANDY POINT | WILMINTON | NC | 28405 | PC | TO SUPPORT THE CHURCH IN THE COMMUNITY. | $1,000 |
| FLAGLER MUSEUM | ||||||
| 75 KING STREET | ST AUGUSTINE | FL | 32084 | PC | TO SUPPORT THE ACTIVITIES AT FLAGLER MUSEUM. | $1,000 |
| FRIENDS OF GRACE CHURCH SCHOOL | ||||||
| 254 HICKS STREET | BROOKLYN | NY | 11201 | PC | TO SUPPORT EARLY EDUCATION FOR TODDLERS AND PRESCHOOLERS. | $3,000 |
| GREEN HILL CENTER FOR NC ART | ||||||
| 200 N DAVIE STREET | GREENSBORO | NC | 27401 | PC | TO PROMOTE THE VISUAL ARTS OF NC BY ENGAGING A BROAD COMMUNITY OF ARTISTS, ADULTS AND CHILDREN THROUGH DYNAMIC EXHIBITIONS AND EDUCATIONAL PROGRAMS WHILE PROVIDING A PLATFORM FOR EXPLORATION AND INVESTMENT IN ART. | $1,000 |
| GREENSBORO DAY SCHOOL | ||||||
| 5401 LAWNDALE DRIVE | GREENSBORO | NC | 27455 | PC | TO SUPPORT COEDUCATIONIAL, COLLEGE PREPRATORY NON-SECTARIAN EDUCATION. | $5,000 |
| GREENSBORO ROTARY CLUB | ||||||
| 330 S GREENS STREET STE 304 | GREENSBORO | NC | 27401 | PC | TO PROVIDE HUMANITARIAN SERVICE AND HELP BUILD GOODWILL AND PEACE. | $325 |
| GREENSBORO SYMPHONY | ||||||
| 200 NORTH DAVIE STREET SUITE 301 | GREENSBORO | NC | 27401 | PC | TO ENRICH THE CULTURAL LIFE OF GREENSBORO THROUGH QUALITY MUSIC AND MUSIC EDUCATION PROGRAMS. | $2,037 |
| GREENSBORO URBAN MINISTRY | ||||||
| 305 W GATE CITY BLVD | GREENSBORO | NC | 27406 | PC | TO EXPRESS THE LOVE OF GOD TO PEOPLE IN NEED THROUGH PRACTICAL ACTION IN THE GREATER GREENSBORO AREA. | $1,000 |
| HABITAT FOR HUMANITY OF GREENSBORO | ||||||
| 1301 SUMMIT AVENUE STE 2W-2 | GREENSBORO | NC | 27405 | PC | TO SUPPORT A BROAD RANGE OF COMMUNITY NEEDS. | $1,000 |
| JDRF | ||||||
| 216 W MARKET STREET B | GREENSBORO | NC | 27401 | PC | TO SUPPORT AWARENESS AND RESEARCH FOR TYPE 1 DIABETES. | $1,000 |
| JUNIOR LEAGUE OF GREENSBORO | ||||||
| 3101 W FRIENDLY AVE | GREENSBORO | NC | 27408 | PC | TO PROMOTE VOLUNTARISM, DEVELOP THE POTENTIAL OF WOMEN AND IMPROVE THE COMMUNITY. | $1,000 |
| LUKEMIA & LUYMPHOIMA SOCIETY | ||||||
| PO BOX 22324 | NEW YORK | NY | 10087 | PC | TO SUPPORT RESEARCH, ADVOCACY AND AWARENESS IN FINDING A CURE FOR CANCER. | $1,000 |
| PRESERVATION FOUNDATION OF PALM BEACH | ||||||
| 311 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | PC | TO SUPPORT PRESERVING THE ARCHITECTURAL AND CULTURAL HERITAGE OF PALM BEACH. | $2,500 |
| PRESERVATION GREENSBORO | ||||||
| 447 W WASHINGTON STREET | GREENSBORO | NC | 27401 | PC | TO PROTECT AND PROMOTE HISTORIC BUILDINGS, SITES AND NEIGHBORHOODS IMPORTANT TO GREATER GREENSBORO. | $500 |
| PRINCETON UNIVERSITY | ||||||
| 701 CARNEGIE CENTER | PRINCETON | NJ | 08540 | PC | TO SUPPORT THE ACTIVITIES AT PRINCETON UNIVERSITY. | $1,000 |
| SENIOR RESOURCES OF GREENSBORO | ||||||
| 301 E WASHINGTON STREET | GREENSBORO | NC | 27401 | PC | TO PROVIDE DIRECT SERVICES, REFERRALS, ADVOCACY, AND VOLUNTEER OPPORTUNITIES TO OLDER ADULTS. | $1,000 |
| THE FOUR ARTS | ||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | PC | TO ENCOURAGE AND CULTIVATE A TASTE FOR MUSIC, LITERATURE, DANCE AND OTHER ARTS. | $11,000 |
| THE PACKER COLLEGIATE SOCIETY | ||||||
| 170 JORALEMON STREET | BROOKLYN | NY | 11201 | PC | TO SUPPORT THE ACTIVITIES AT THE PACKER COLLEGIATE SOCIETY. | $3,000 |
| UNITED WAY OF PALM BEACH | ||||||
| 477 S ROSEMARY AVENUE UNIT 230 | WEST PALM BEACH | FL | 33401 | PC | TO SUPPORT THE LOCAL COMMUNITY BY PROVIDING ACCESS TO EDUCATION, A PLACE TO LIVE, FINANCIAL STABILITY, GOOD MEDICAL CARE, AND FOOD. | $10,000 |
| VANDERBILT UNIVERSITY | ||||||
| 2201 WEST END AVENUE | NASHVILLE | TN | 27235 | PC | TO SUPPORT THE ACTIVITIES AT VANDERBILT UNIVERSITY. | $3,000 |
| WOMEN IN THE WINDOW INTERNATIONAL | ||||||
| 2101 VISTA PARKWAY STE 253 | WEST PALM BEACH | FL | 33411 | PC | TO EQUIP AND EMPOWER WOMEN IN THE 10/40 WINDOW AND BEYOND AND REPLACE POVERTY AND INJUSTICE WITH DIGNITY AND PURPOSE FOR CHRIST. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,112 | 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 | $95,072 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $106,371 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $201,443 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $201,443 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 16134.27 SHS HC CAPITAL TRUST FIXED INCOME OPPORTUNITY PORTFOLIO | AT COST | $110,267 | $121,330 |
| 7295.00 SHS HC CAPITAL TRUST US CORP FIXED INCOME SECURITIES | AT COST | $72,640 | $73,971 |
| 6227.00 SHS HC CAPITAL TRUST US GOVT FIXED INCOME SECURITIES | AT COST | $62,112 | $61,398 |
| 5705.55 SHS HC CAPITAL TRUST US MORTGAGE/ASSET FIXED INCOME | AT COST | $56,298 | $53,689 |
| 1357.00 SHS ISHARES TR ISHARES 1-5 YR INV GRADE CORPORATE | AT COST | $73,041 | $73,115 |
| 2376.00 SHS SPDR SERIES TRUST PORTFOLIO SHORT ETF | AT COST | $73,524 | $73,585 |
| 899.00 SHS VANGUARD SHORT TERM CORPORATE BOND ETF | AT COST | $72,883 | $73,053 |
| 5212.70 SHS HC CAPITAL TRUST EMERGING MARKETS PORTFOLIO | AT COST | $91,023 | $108,372 |
| 24904.40 SHS HC CAPITAL TRUST INSTL INTL EQUITY PORTFOLIO | AT COST | $233,966 | $270,213 |
| 29709.60 SHS HC CAPITAL TRUST INSTL GRWTH EQUITY PORTFOLIO | AT COST | $437,368 | $575,475 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $45 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $45 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TIMING DIFFERENCE | Desc |
| BOY Book Value | $1,726 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $6,059 | Amt |
| Net Investment Income | $6,059 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $870 | $870 | $0 |
| FEDERAL TAX | $336 | $0 | $0 |