JAMES AND PAMELA GRIFFITH FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND PAMELA GRIFFITH FAMILY FOUNDATION (EIN 47-6643262)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-10
- IRS object ID
- 202231309349102028
- 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 Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T10:30:07-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-09 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER COLEMAN | PreparerPersonNm |
| PTIN | P00743188 | PTIN |
| Phone | 3304972000 | PhoneNum |
| Preparation | 2022-05-09 | 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 | $10,517,475 | 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 | $200,270 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $200,270 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $517,703 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,449,157 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $517,703 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $58 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $718,031 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $717,973 | 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 | $3,386 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,540 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $847 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $72,408 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,408 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,794 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,948 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $847 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,794 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,948 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,847 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $617,237 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $643,025 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $406,298 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $469,025 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $469,025 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $983,425 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $929,359 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $919,013 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $1,766,242 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,856,516 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,865,132 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,444,063 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,962,365 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,264,305 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,600,028 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,217,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,517,475 | 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 | $7,600,028 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,217,265 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,600,028 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,217,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,600,028 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,217,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,600,028 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $617,237 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,217,265 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,217,265 | 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 | 2021-12-31 | 2021-12-31 | $2,318,765 | $1,931,454 | $387,311 | $387,311 | |
| CAPITAL GAINS DIVIDENDS | $130,392 | $130,392 | $130,392 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $517,703 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,938 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,938 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,347 | 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 | $3,347 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,591 | 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 | 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 |
| Individual With Books | JAMES W GRIFFITH | IndividualWithBooksNm |
| 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 | $9,715,519 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $368,335 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,083,854 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,083,854 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,258 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,932,596 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $496,630 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $496,630 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,938 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,938 | TotalTaxAmt |
| Distributable Before Adj | $487,692 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $487,692 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $487,692 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,847 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,847 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $487,692 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,243 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,847 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,243 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,604 | 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 | $477,088 | 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 | $25,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | 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 | $200,270 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $517,703 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $58 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $718,031 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $718,031 | 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 | $3,386 | Amt |
| Net Investment Income | $2,540 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $847 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (78 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC 1.25% SHS 26000 | $25,841 | $24,507 |
| APPLE INC 2.1% SHS 24000 | $24,128 | $24,276 |
| BANK OF AMERICA CORP VARIABLE 3.559% SHS 23000 | $23,689 | $24,595 |
| BP CAPITAL MARKETS AMERICA INC 3.796% SHS 22000 | $22,896 | $23,753 |
| CHARLES SCHWAB CORP/THE .9% SHS 25000 | $24,952 | $24,394 |
| EXXON MOBIL CORP 2.44% SHS 23000 | $23,089 | $23,612 |
| FANNIE MAE POOL FN 190337 5% SHS 1535.95 | $1,609 | $1,728 |
| FANNIE MAE POOL FN 254983 5.5% SHS 1776.47 | $1,895 | $2,011 |
| FANNIE MAE POOL FN 735925 5% SHS 2983.56 | $3,155 | $3,372 |
| FANNIE MAE POOL FN 745946 5.5% SHS 747.78 | $792 | $852 |
| FANNIE MAE POOL FN 931636 4.5% SHS 1139.05 | $1,188 | $1,259 |
| FANNIE MAE POOL FN AB2046 3% SHS 2153.14 | $2,187 | $2,254 |
| FANNIE MAE POOL FN AB8881 3% SHS 6597.69 | $6,658 | $6,971 |
| FANNIE MAE POOL FN AD1075 4.5% SHS 2675.79 | $2,807 | $2,930 |
| FANNIE MAE POOL FN AH0921 4% SHS 2790.11 | $2,898 | $3,053 |
| FANNIE MAE POOL FN AH3384 3.5% SHS 1771.32 | $1,820 | $1,900 |
| FANNIE MAE POOL FN AH3431 3.5% SHS 1015.81 | $1,037 | $1,070 |
| FANNIE MAE POOL FN AH3613 3.5% SHS 1835.19 | $1,870 | $1,933 |
| FANNIE MAE POOL FN AH3739 3.5% SHS 1408.63 | $1,450 | $1,521 |
| FANNIE MAE POOL FN AJ7715 3% SHS 2478.83 | $2,524 | $2,602 |
| FANNIE MAE POOL FN AJ9354 3% SHS 1300.81 | $1,326 | $1,365 |
| FANNIE MAE POOL FN AK9393 3.5% SHS 1831.52 | $1,885 | $1,971 |
| FANNIE MAE POOL FN AL0573 3.5% SHS 1753.9 | $1,791 | $1,847 |
| FANNIE MAE POOL FN AL5851 3.5% SHS 21807.13 | $22,819 | $23,227 |
| FANNIE MAE POOL FN AS8960 4% 01 SHS 16280.26 | $17,672 | $17,319 |
| FANNIE MAE POOL FN AT2062 2.5% SHS 1751.86 | $1,772 | $1,819 |
| FANNIE MAE POOL FN AT2720 3% SHS 7367.74 | $7,478 | $7,785 |
| FANNIE MAE POOL FN AU6677 2.5% SHS 1153.89 | $1,166 | $1,198 |
| FANNIE MAE POOL FN AV2359 4% SHS 4524.64 | $4,728 | $4,969 |
| FANNIE MAE POOL FN BC2817 3% SHS 53126.19 | $54,305 | $55,766 |
| FANNIE MAE POOL FN BH5119 3.5% SHS 12159.47 | $12,224 | $12,919 |
| FANNIE MAE POOL FN BH5704 3% SHS 19844.26 | $20,768 | $20,864 |
| FANNIE MAE POOL FN BM1423 2.5% SHS 9633.69 | $9,503 | $10,042 |
| FANNIE MAE POOL FN BM4614 3% SHS 7914.04 | $7,939 | $8,355 |
| FANNIE MAE POOL FN CA0853 3.5% SHS 7229.19 | $7,184 | $7,780 |
| FANNIE MAE POOL FN FM1000 3% SHS 6522.38 | $6,585 | $6,818 |
| FANNIE MAE POOL FN FM1148 3.5% SHS 51449.63 | $53,405 | $54,379 |
| FANNIE MAE POOL FN FM1456 2.5% SHS 19453.6 | $19,641 | $20,186 |
| FANNIE MAE POOL FN FM2743 3% SHS 17710.68 | $18,640 | $18,551 |
| FREDDIE MAC GOLD POOL FG A74793 5% SHS 1647.27 | $1,730 | $1,869 |
| FREDDIE MAC GOLD POOL FG A97420 4% SHS 4875.88 | $5,088 | $5,356 |
| FREDDIE MAC GOLD POOL FG G05646 SHS 1574.46 | $1,643 | $1,742 |
| FREDDIE MAC GOLD POOL FG G08051 5% SHS 1626.81 | $1,715 | $1,842 |
| FREDDIE MAC GOLD POOL FG G08368 SHS 4072.84 | $4,264 | $4,492 |
| FREDDIE MAC GOLD POOL FG G14450 SHS 6046.24 | $6,181 | $6,371 |
| FREDDIE MAC GOLD POOL FG G60080 SHS 5689.48 | $5,813 | $6,128 |
| FREDDIE MAC GOLD POOL FG G61582 4% SHS 38861.81 | $40,805 | $41,769 |
| FREDDIE MAC GOLD POOL FG G61605 4% SHS 2875.55 | $2,937 | $3,064 |
| FREDDIE MAC POOL FR ZM6968 4% SHS 5278.03 | $5,496 | $5,619 |
| FREDDIE MAC POOL FR ZS8063 2.5% SHS 40565.11 | $42,828 | $42,105 |
| FREDDIE MAC POOL FR ZT0534 3.5% SHS 23246.36 | $25,339 | $25,008 |
| GOLDMAN SACHS GROUP INC/THE VARIABLE SHS 24000 | $23,964 | $24,150 |
| HSBC HOLDINGS PLC VARIABLE 3.973% SHS 22000 | $22,914 | $23,886 |
| INTERNATIONAL BUSINESS MACHINES CORP SHS 23000 | $23,823 | $24,655 |
| INTERNATIONAL BUSINESS MACHINES CORP SHS 22000 | $22,903 | $23,897 |
| MORGAN STANLEY 3.7% SHS 46000 | $47,572 | $48,998 |
| PEPSICO INC 2.75% SHS 47000 | $48,795 | $48,159 |
| PGIM HIGH YIELD FUND SHS 53086.493 | $291,956 | $291,445 |
| TOYOTA MOTOR CREDIT CORP 1.125% SHS 25000 | $24,975 | $24,635 |
| TOYOTA MOTOR CREDIT CORP .8% SHS 25000 | $24,941 | $24,319 |
| WALMART INC 3.55% SHS 22000 | $23,287 | $23,754 |
| BANK OF NOVA SCOTIA/THE 2.2% SHS 24000 | $24,090 | $24,552 |
| DOUBLELINE EMERGING MARKETS FIXED SHS 8411.15 | $86,933 | $87,644 |
| MITSUBISHI UFJ FINANCIAL GROUP INC SHS 23000 | $23,271 | $23,844 |
| ROYAL BANK OF CANADA .875% SHS 51000 | $50,892 | $49,643 |
| SHELL INTERNATIONAL FINANCE BV SHS 24000 | $23,744 | $24,536 |
| VANGUARD EMERGING MARKETS BOND FUND SHS 2114.864 | $56,467 | $56,382 |
| BANK OF NOVA SCOTIA/THE 1.05% SHS 25000 | $24,926 | $24,379 |
| TRUIST FINANCIAL CORP 1.267% SHS 25000 | $24,995 | $24,528 |
| INTEL CORP 2 % SHS 49000 | $48,969 | $48,676 |
| HORMEL FOODS CORP 0.65% SHS 25000 | $24,992 | $24,810 |
| FREDDIE MAC POOL FR SD0612 2.5% SHS 4436135 | $46,455 | $46,040 |
| FREDDIE MAC GOLD POOL FR SB0302 3% SHS 21738.07 | $23,280 | $23,121 |
| FANNIE MAE POOL FN FM1155 2.5% SHS 54886.52 | $57,605 | $56,848 |
| FANNIE MAE POOL FN CA4557 3.5% SHS 79041.8 | $85,081 | $84,530 |
| FANNIE MAE POOL FN CA4108 3% SHS 53077.75 | $56,644 | $55,898 |
| CHARLES SCHWAB CORP/THE 3.75% SHS 25000 | $26,958 | $26,390 |
| BANK OF NEW YORK MELLON CORP/THE .75% SHS 25000 | $24,929 | $24,295 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $929,359 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $919,013 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (87 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AIR PRODUCTS AND CHEMICALS INC SHS 110 | AT COST | $26,985 | $33,469 |
| ALPHABET INC SHS 22 | AT COST | $23,710 | $63,659 |
| ALPHABET INC SHS 29 | AT COST | $36,401 | $84,014 |
| AMAZON.COM INC SHS 30 | AT COST | $57,765 | $100,030 |
| AMERICAN EXPRESS CO SHS 190 | AT COST | $18,994 | $31,084 |
| AMPHENOL CORP SHS 489 | AT COST | $19,108 | $42,768 |
| APPLE INC SHS 418 | AT COST | $28,027 | $74,224 |
| BANK OF AMERICA CORP SHS 1276 | AT COST | $31,207 | $56,769 |
| BLACKROCK INC SHS 73 | AT COST | $26,406 | $66,836 |
| BRISTOL-MYERS SQUIBB CO SHS 373 | AT COST | $18,869 | $23,257 |
| CHEVRON CORP SHS 428 | AT COST | $35,131 | $50,226 |
| CISCO SYSTEMS INC SHS 228 | AT COST | $9,448 | $14,448 |
| COCA-COLA CO/THE SHS 656 | AT COST | $27,909 | $38,842 |
| COMCAST CORP SHS 1601 | AT COST | $59,886 | $80,578 |
| CONOCOPHILLIPS SHS 790 | AT COST | $42,107 | $57,022 |
| COSTCO WHOLESALE CORP SHS 85 | AT COST | $28,739 | $48,255 |
| CVS HEALTH CORP SHS 901 | AT COST | $53,425 | $92,947 |
| DOMINION RESOURCES INC/VA SHS 724 | AT COST | $56,052 | $56,877 |
| ECOLAB INC SHS 75 | AT COST | $11,362 | $17,594 |
| ELI LILLY AND CO SHS 264 | AT COST | $25,749 | $72,922 |
| EXELON CORP SHS 574 | AT COST | $20,775 | $33,154 |
| EXXON MOBIL CORP SHS 621 | AT COST | $32,800 | $37,999 |
| FISERV INC SHS 371 | AT COST | $39,872 | $38,506 |
| GENERAL DYNAMICS CORP SHS 145 | AT COST | $25,475 | $30,228 |
| HOME DEPOT INC/THE SHS 213 | AT COST | $36,288 | $88,397 |
| HONEYWELL INTERNATIONAL INC SHS 258 | AT COST | $34,724 | $53,796 |
| ILLINOIS TOOL WORKS INC SHS 750 | AT COST | $118,905 | $185,100 |
| JOHNSON & JOHNSON SHS 224 | AT COST | $32,906 | $38,320 |
| JPMORGAN CHASE & CO SHS 469 | AT COST | $39,404 | $74,266 |
| MASTERCARD INC SHS 122 | AT COST | $25,819 | $43,837 |
| MERCK & CO INC SHS 874 | AT COST | $52,944 | $66,983 |
| METLIFE INC SHS 663 | AT COST | $26,673 | $41,431 |
| MICROSOFT CORP SHS 592 | AT COST | $62,554 | $199,101 |
| NEXTERA ENERGY INC SHS 330 | AT COST | $8,365 | $30,809 |
| NVIDIA CORP SHS 148 | AT COST | $7,469 | $43,528 |
| PEPSICO INC SHS 153 | AT COST | $18,597 | $26,578 |
| PROCTER & GAMBLE CO/THE SHS 160 | AT COST | $12,959 | $26,173 |
| QUALCOMM INC SHS 80 | AT COST | $4,924 | $14,630 |
| SALESFORCE.COM INC SHS 155 | AT COST | $23,117 | $39,390 |
| SBA COMMUNICATIONS CORP SHS 79 | AT COST | $23,379 | $30,733 |
| TEXAS INSTRUMENTS INC SHS 390 | AT COST | $44,466 | $73,503 |
| THERMO FISHER SCIENTIFIC INC SHS 55 | AT COST | $12,894 | $36,698 |
| TRUIST FINANCIAL CORP SHS 632 | AT COST | $26,330 | $37,004 |
| UNION PACIFIC CORP SHS 143 | AT COST | $29,000 | $36,026 |
| UNITEDHEALTH GROUP INC SHS 64 | AT COST | $18,620 | $32,137 |
| US BANCORP SHS 590 | AT COST | $26,176 | $33,140 |
| VERIZON COMMUNICATIONS INC SHS 1081 | AT COST | $57,277 | $56,169 |
| VISA INC SHS 256 | AT COST | $36,171 | $55,478 |
| WALMART INC SHS 247 | AT COST | $23,652 | $35,738 |
| WASTE MANAGEMENT INC SHS 270 | AT COST | $17,280 | $45,063 |
| ZOETIS INC SHS 163 | AT COST | $14,576 | $39,777 |
| ALLIANT ENERGY CORP SHS 397 | AT COST | $16,795 | $24,404 |
| ARISTA NETWORKS INC SHS 282 | AT COST | $15,442 | $40,538 |
| ARTHUR J GALLAGHER & CO SHS 252 | AT COST | $12,446 | $42,757 |
| ARTISAN MID CAP FUND SHS 2543.113 | AT COST | $94,177 | $134,988 |
| GENUINE PARTS CO SHS 146 | AT COST | $11,390 | $20,469 |
| HERSHEY CO/THE SHS 312 | AT COST | $41,464 | $60,363 |
| HILTON WORLDWIDE HOLDINGS INC SHS 174 | AT COST | $15,081 | $27,142 |
| HUBBELL INC SHS 175 | AT COST | $19,109 | $36,447 |
| ISHARES CORE S&P MID-CAP ETF SHS 1414 | AT COST | $192,560 | $400,275 |
| ISHARES CORE S&P SMALL-CAP ETF SHS 3709 | AT COST | $205,357 | $424,718 |
| NUANCE MID CAP VALUE FUND SHS 10323.811 | AT COST | $135,139 | $143,811 |
| ROBERT HALF INTERNATIONAL INC SHS 491 | AT COST | $32,438 | $54,756 |
| VICTORY RS SMALL CAP GROWTH FUND SHS 1497.039 | AT COST | $108,911 | $118,820 |
| ARTISAN DEVELOPING WORLD FUND SHS 7340.441 | AT COST | $99,897 | $163,031 |
| BARON EMERGING MARKETS FUND SHS 23802.721 | AT COST | $311,192 | $418,452 |
| CHUBB LTD SHS 183 | AT COST | $26,097 | $35,376 |
| HARDING LOEVNER INTERNATIONAL EQUITY SHS 29524.764 | AT COST | $666,219 | $827,670 |
| JOHCM INTERNATIONAL SELECT FUND SHS 26469.62 | AT COST | $695,268 | $795,941 |
| LYONDELLBASELL INDUSTRIES NV SHS 342 | AT COST | $16,909 | $31,543 |
| TE CONNECTIVITY LTD SHS 125 | AT COST | $9,363 | $20,168 |
| EVEREST RE GROUP LTD SHS 116 | AT COST | $31,726 | $31,775 |
| VERSICK ANALYTICS INC SHS 169 | AT COST | $29,674 | $38,655 |
| PACKAGING CORP OF AMERICA SHS 160 | AT COST | $23,719 | $21,784 |
| SYSCO CORP SHS 248 | AT COST | $9,860 | $19,480 |
| SYNCHRONY FINANCIAL SHS 519 | AT COST | $20,736 | $24,076 |
| ROSS STORES INC SHS 246 | AT COST | $21,194 | $28,113 |
| ISHARES S&P SMALL-CAP 600 VALUE ETF SHS 2427 | AT COST | $240,858 | $253,597 |
| FLEETCOR TECHNOLOGIES INC SHS 143 | AT COST | $40,212 | $32,009 |
| BEST BUY CO INC SHS 263 | AT COST | $35,628 | $26,721 |
| TJX COS INC SHS 534 | AT COST | $36,931 | $40,541 |
| STRYKER CORP SHS 122 | AT COST | $32,127 | $32,625 |
| S&P GLOBAL INC SHS 75 | AT COST | $34,799 | $35,395 |
| O'REILLY AUTOMOTIVE INC SHS 50 | AT COST | $18,177 | $35,312 |
| MONSTER BEVERAGE CORP SHS 336 | AT COST | $29,995 | $32,269 |
| META PLATFORMS INC SHS 100 | AT COST | $14,849 | $33,635 |
| CROWN CASTLE INTERNATIONAL CORP SHS 130 | AT COST | $24,955 | $27,136 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $58 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $58 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $72,408 | Amt |
| Net Investment Income | $72,408 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |