JAMES AND PAMELA GRIFFITH FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND PAMELA GRIFFITH FAMILY FOUNDATION (EIN 47-6643262)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-24
- IRS object ID
- 202101759349100105
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-24T09:04:20-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-06-22 | 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 | SCOTT WARBURTON | PreparerPersonNm |
| PTIN | P00167826 | PTIN |
| Phone | 3304972000 | PhoneNum |
| Preparation | 2021-06-22 | 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 | 2020 | 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 | $9,441,809 | 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 | $174,988 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,988 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$16,331 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,005,170 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $272 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $158,929 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $174,988 | 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 | $846 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,506 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,506 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,261 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,353 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,046 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,046 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $640,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $640,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $704,353 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,046 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $641,046 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$545,424 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $118,942 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,011,224 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $406,298 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $406,298 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $674,634 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $983,425 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $995,054 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $1,581,614 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,766,242 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,819,405 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,877,980 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,444,063 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,221,052 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,145,452 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,600,028 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,441,809 | 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 | $8,145,452 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,600,028 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,145,452 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,600,028 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,145,452 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,600,028 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,145,452 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$545,424 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,600,028 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,600,028 | 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 | 2020-12-31 | 2020-12-31 | $3,962,470 | $4,021,501 | -$59,031 | -$59,031 | |
| CAPITAL GAINS DIVIDENDS | $42,700 | $42,700 | $42,700 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$16,331 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,653 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,653 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,653 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | 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 | $5,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,347 | OverpaymentAmt |
| Applied To ES Tax | $3,347 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | $8,112,313 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $468,938 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,581,251 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,581,251 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,719 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,452,532 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $422,627 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $422,627 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,653 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,653 | TotalTaxAmt |
| Distributable Before Adj | $420,974 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $420,974 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $420,974 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $641,046 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $641,046 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $641,046 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $420,974 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $235,315 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $641,046 | QualifyingDistributionsAmt |
| Applied To Year1 | $235,315 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $405,731 | 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 | $15,243 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LIPSCOMB UNIVERSITY | |||||||||||
| 1 UNIVERSITY PARK DR | NASHVILLE | TN | 37204 | N/A | PC | EDUCATION | $500,000 | ||||
| COMMUNITIES RISING | |||||||||||
| 2908 RATHTON ROAD | CAMP HILL | PA | 17011 | N/A | PC | EDUCATION | $100,000 | ||||
| ST MARY'S SCHOOL IN BANGALOR | |||||||||||
| N/A | PC | EDUCATION | $30,000 | 13 QUEENS ROAD BENGALURU | KARNATAKA | IN | 560052 | ||||
| THE RESIDENCE CENTER AT ST THOMAS MOUNT IN CHENNAI | |||||||||||
| N/A | PC | RELIGIOUS | $10,000 | 1 GST ROAD ST THOMAS MOUNT CHENNAI | TAMIL NADU | IN | 600016 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $640,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174,988 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$16,331 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $272 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $158,929 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $158,929 | 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 | $846 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (72 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN HONDA FINANCE CORP SHS 38000 | $38,137 | $38,093 |
| APPLE INC 1.25% SHS 25000 | $24,945 | $25,005 |
| APPLE INC 2.1% SHS 24000 | $24,253 | $24,742 |
| BANK OF AMERICA CORP VARIABLE 3.559% SHS 23000 | $23,888 | $25,970 |
| BP CAPITAL MARKETS AMERICA INC 3.796% SHS 22000 | $23,112 | $24,947 |
| CHARLES SCHWAB CORP/THE .9% SHS 25000 | $24,983 | $25,320 |
| EXXON MOBIL CORP 2.44% SHS 24000 | $24,229 | $26,052 |
| FANNIE MAE POOL FN 190337 5% SHS 2021.05 | $2,118 | $2,322 |
| FANNIE MAE POOL FN 254983 5.5% SHS 2310.03 | $2,464 | $2,695 |
| FANNIE MAE POOL FN 735925 5% SHS 4024.89 | $4,256 | $4,674 |
| FANNIE MAE POOL FN 745946 5.5% SHS 1006.05 | $1,065 | $1,182 |
| FANNIE MAE POOL FN 931636 4.5% SHS 1855.13 | $1,935 | $2,076 |
| FANNIE MAE POOL FN AB2046 3% SHS 3487.65 | $3,542 | $3,704 |
| FANNIE MAE POOL FN AB8881 3% SHS 8327.64 | $8,404 | $9,039 |
| FANNIE MAE POOL FN AD1075 4.5% SHS 4268.79 | $4,478 | $4,793 |
| FANNIE MAE POOL FN AH0921 4% SHS 4216.14 | $4,379 | $4,607 |
| FANNIE MAE POOL FN AH3384 3.5% SHS 2964.88 | $3,047 | $3,215 |
| FANNIE MAE POOL FN AH3431 3.5% SHS 1634.26 | $1,668 | $1,734 |
| FANNIE MAE POOL FN AH3613 3.5% SHS 2847.12 | $2,902 | $3,021 |
| FANNIE MAE POOL FN AH3739 3.5% SHS 2221.43 | $2,287 | $2,392 |
| FANNIE MAE POOL FN AJ7715 3% SHS 3680.59 | $3,747 | $3,916 |
| FANNIE MAE POOL FN AJ9354 3% SHS 1939.32 | $1,977 | $2,061 |
| FANNIE MAE POOL FN AK9393 3.5% SHS 2977.89 | $3,064 | $3,212 |
| FANNIE MAE POOL FN AL0573 3.5% SHS 2849.8 | $2,909 | $3,024 |
| FANNIE MAE POOL FN AL5851 3.5% SHS 30114.47 | $31,512 | $32,842 |
| FANNIE MAE POOL FN AS8960 4% 01 SHS 27323.12 | $29,658 | $29,934 |
| FANNIE MAE POOL FN AT2062 2.5% SHS 2548.28 | $2,577 | $2,661 |
| FANNIE MAE POOL FN AT2720 3% SHS 9655.37 | $9,800 | $10,480 |
| FANNIE MAE POOL FN AU6677 2.5% SHS 1625.16 | $1,642 | $1,699 |
| FANNIE MAE POOL FN AV2359 4% SHS 6748.75 | $7,052 | $7,436 |
| FANNIE MAE POOL FN BC2817 3% SHS 74864.08 | $76,525 | $79,644 |
| FANNIE MAE POOL FN BH5119 3.5% SHS 22952.41 | $23,073 | $24,392 |
| FANNIE MAE POOL FN BH5704 3% SHS 28299.82 | $29,618 | $29,707 |
| FANNIE MAE POOL FN BM1423 2.5% SHS 12585.61 | $12,415 | $13,409 |
| FANNIE MAE POOL FN BM4614 3% SHS 10553.59 | $10,587 | $11,327 |
| FANNIE MAE POOL FN CA0853 3.5% SHS 10352.35 | $10,288 | $11,311 |
| FANNIE MAE POOL FN FM1000 3% SHS 10767.3 | $10,870 | $11,295 |
| FANNIE MAE POOL FN FM1148 3.5% SHS 105184.71 | $109,183 | $111,056 |
| FANNIE MAE POOL FN FM1456 2.5% SHS 28458.02 | $28,732 | $29,727 |
| FANNIE MAE POOL FN FM2743 3% SHS 29000.73 | $30,523 | $30,473 |
| FIFTH THIRD BANK NA 2.25% SHS 25000 | $25,011 | $25,173 |
| FREDDIE MAC GOLD POOL FG A74793 5% SHS 2186.95 | $2,297 | $2,543 |
| FREDDIE MAC GOLD POOL FG A97420 4% SHS 6811.52 | $7,108 | $7,428 |
| FREDDIE MAC GOLD POOL FG G05646 SHS 2034.47 | $2,123 | $2,285 |
| FREDDIE MAC GOLD POOL FG G08051 5% SHS 2164.42 | $2,282 | $2,518 |
| FREDDIE MAC GOLD POOL FG G08368 SHS 6194.31 | $6,485 | $6,952 |
| FREDDIE MAC GOLD POOL FG G14450 SHS 9445.95 | $9,657 | $10,028 |
| FREDDIE MAC GOLD POOL FG G60080 SHS 8095.24 | $8,271 | $8,853 |
| FREDDIE MAC GOLD POOL FG G61582 4% SHS 75810.86 | $79,601 | $81,770 |
| FREDDIE MAC GOLD POOL FG G61605 4% SHS 5977.07 | $6,106 | $6,386 |
| FREDDIE MAC POOL FR ZM6968 4% SHS 11210.37 | $11,674 | $11,968 |
| FREDDIE MAC POOL FR ZS8063 2.5% SHS 57005.55 | $60,185 | $59,571 |
| FREDDIE MAC POOL FR ZT0534 3.5% SHS 34191.59 | $37,269 | $37,359 |
| GOLDMAN SACHS GROUP INC/THE VARIABLE SHS 24000 | $24,175 | $24,927 |
| HSBC HOLDINGS PLC VARIABLE 3.973% SHS 22000 | $23,047 | $25,405 |
| INTERNATIONAL BUSINESS MACHINES CORP SHS 22000 | $22,940 | $24,965 |
| INTERNATIONAL BUSINESS MACHINES CORP SHS 22000 | $23,132 | $25,456 |
| MORGAN STANLEY 3.7% SHS 46000 | $48,141 | $51,189 |
| ORACLE CORP 2.625% SHS 24000 | $24,551 | $25,121 |
| PEPSICO INC 2.75% SHS 24000 | $25,398 | $25,339 |
| PGIM HIGH YIELD FUND SHS 53086.493 | $291,956 | $292,507 |
| TD AMERITRADE HOLDING CORP 3.75% SHS 23000 | $23,969 | $25,251 |
| TOYOTA MOTOR CREDIT CORP 2.95% SHS 25000 | $25,124 | $25,185 |
| TOYOTA MOTOR CREDIT CORP 3.4% SHS 25000 | $25,391 | $25,536 |
| WALMART INC 3.55% SHS 22000 | $23,647 | $24,912 |
| WELLS FARGO BANK NA 2.6% SHS 25000 | $25,070 | $25,016 |
| BANK OF NOVA SCOTIA/THE 2.2% SHS 24000 | $24,153 | $25,501 |
| DOUBLELINE EMERGING MARKETS FIXED SHS 8411.15 | $86,933 | $89,411 |
| MITSUBISHI UFJ FINANCIAL GROUP INC SHS 23000 | $23,356 | $24,655 |
| ROYAL BANK OF CANADA 2.5% SHS 25000 | $25,070 | $25,022 |
| SHELL INTERNATIONAL FINANCE BV SHS 24000 | $23,817 | $25,837 |
| VANGUARD EMERGING MARKETS BOND FUND SHS 2114.864 | $56,459 | $60,147 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $983,425 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $995,054 | 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 |
|---|---|---|---|
| ABBVIE INC SHS 323 | AT COST | $29,051 | $34,609 |
| AIR PRODUCTS AND CHEMICALS INC SHS 112 | AT COST | $26,925 | $30,601 |
| ALPHABET INC SHS 28 | AT COST | $30,696 | $49,053 |
| ALPHABET INC SHS 34 | AT COST | $39,421 | $59,590 |
| AMAZON.COM INC SHS 32 | AT COST | $58,061 | $104,222 |
| AMERICAN EXPRESS CO SHS 240 | AT COST | $24,184 | $29,018 |
| AMPHENOL CORP SHS 336 | AT COST | $28,027 | $43,939 |
| APPLE INC SHS 515 | AT COST | $35,349 | $68,335 |
| BANK OF AMERICA CORP SHS 1735 | AT COST | $44,887 | $52,588 |
| BIOGEN INC SHS 47 | AT COST | $13,915 | $11,508 |
| BLACKROCK INC SHS 108 | AT COST | $44,723 | $77,926 |
| BRISTOL-MYERS SQUIBB CO SHS 444 | AT COST | $22,803 | $27,541 |
| CHEVRON CORP SHS 508 | AT COST | $43,775 | $42,901 |
| CISCO SYSTEMS INC SHS 291 | AT COST | $12,192 | $13,022 |
| COCA-COLA CO/THE SHS 830 | AT COST | $37,092 | $45,517 |
| COMCAST CORP SHS 1936 | AT COST | $73,674 | $101,446 |
| CONOCOPHILLIPS SHS 358 | AT COST | $14,050 | $14,316 |
| COSTCO WHOLESALE CORP SHS 92 | AT COST | $31,053 | $34,664 |
| CVS HEALTH CORP SHS 1200 | AT COST | $74,969 | $81,960 |
| DOLLAR GENERAL CORP SHS 135 | AT COST | $16,805 | $28,391 |
| DOMINION RESOURCES INC/VA SHS 878 | AT COST | $68,590 | $66,026 |
| ECOLAB INC SHS 97 | AT COST | $15,461 | $20,987 |
| ELI LILLY AND CO SHS 317 | AT COST | $30,329 | $53,522 |
| EXELON CORP SHS 710 | AT COST | $25,668 | $29,976 |
| EXXON MOBIL CORP SHS 271 | AT COST | $9,447 | $11,171 |
| FACEBOOK INC SHS 120 | AT COST | $17,852 | $32,779 |
| FISERV INC SHS 343 | AT COST | $37,695 | $39,054 |
| GENERAL DYNAMICS CORP SHS 185 | AT COST | $33,053 | $27,532 |
| HOME DEPOT INC/THE SHS 284 | AT COST | $53,311 | $75,436 |
| HONEYWELL INTERNATIONAL INC SHS 382 | AT COST | $53,141 | $81,251 |
| ILLINOIS TOOL WORKS INC SHS 750 | AT COST | $118,905 | $152,910 |
| JOHNSON & JOHNSON SHS 273 | AT COST | $40,313 | $42,965 |
| JPMORGAN CHASE & CO SHS 690 | AT COST | $63,540 | $87,678 |
| MASTERCARD INC SHS 138 | AT COST | $29,224 | $49,258 |
| MERCK & CO INC SHS 897 | AT COST | $57,302 | $73,375 |
| METLIFE INC SHS 842 | AT COST | $36,022 | $39,532 |
| MICROSOFT CORP SHS 858 | AT COST | $108,306 | $190,836 |
| NEXTERA ENERGY INC SHS 432 | AT COST | $13,226 | $33,329 |
| NVIDIA CORP SHS 45 | AT COST | $8,930 | $23,499 |
| PEPSICO INC SHS 205 | AT COST | $25,629 | $30,402 |
| PROCTER & GAMBLE CO/THE SHS 208 | AT COST | $18,101 | $28,941 |
| QUALCOMM INC SHS 391 | AT COST | $25,266 | $59,565 |
| ROSS STORES INC SHS 288 | AT COST | $25,575 | $35,369 |
| SALESFORCE.COM INC SHS 152 | AT COST | $21,827 | $33,825 |
| SBA COMMUNICATIONS CORP SHS 73 | AT COST | $22,207 | $20,595 |
| SYSCO CORP SHS 288 | AT COST | $11,451 | $21,387 |
| TEXAS INSTRUMENTS INC SHS 513 | AT COST | $60,490 | $84,199 |
| THERMO FISHER SCIENTIFIC INC SHS 75 | AT COST | $19,525 | $34,934 |
| TRUIST FINANCIAL CORP SHS 443 | AT COST | $14,433 | $21,233 |
| UNION PACIFIC CORP SHS 154 | AT COST | $30,659 | $32,066 |
| UNITEDHEALTH GROUP INC SHS 49 | AT COST | $11,249 | $17,183 |
| US BANCORP SHS 718 | AT COST | $33,365 | $33,452 |
| VERIZON COMMUNICATIONS INC SHS 875 | AT COST | $46,799 | $51,406 |
| VERTEX PHARMACEUTICALS INC SHS 68 | AT COST | $12,605 | $16,071 |
| VISA INC SHS 316 | AT COST | $46,583 | $69,119 |
| WALMART INC SHS 463 | AT COST | $48,220 | $66,741 |
| WASTE MANAGEMENT INC SHS 389 | AT COST | $29,914 | $45,875 |
| ZOETIS INC SHS 196 | AT COST | $18,427 | $32,438 |
| ALLIANT ENERGY CORP SHS 520 | AT COST | $23,213 | $26,796 |
| ARISTA NETWORKS INC SHS 94 | AT COST | $20,517 | $27,314 |
| ARTHUR J GALLAGHER & CO SHS 287 | AT COST | $15,793 | $35,505 |
| ARTISAN MID CAP FUND SHS 2543.113 | AT COST | $94,177 | $141,321 |
| CLOROX CO/THE SHS 66 | AT COST | $9,034 | $13,327 |
| GENUINE PARTS CO SHS 176 | AT COST | $13,731 | $17,676 |
| HERSHEY CO/THE SHS 380 | AT COST | $50,404 | $57,885 |
| HILTON WORLDWIDE HOLDINGS INC SHS 244 | AT COST | $21,148 | $27,147 |
| HUBBELL INC SHS 208 | AT COST | $22,718 | $32,612 |
| ISHARES CORE S&P MID-CAP ETF SHS 1414 | AT COST | $192,560 | $324,980 |
| ISHARES CORE S&P SMALL-CAP ETF SHS 3709 | AT COST | $205,357 | $340,857 |
| MCCORMICK & CO INC/MD SHS 210 | AT COST | $13,103 | $20,076 |
| MSC INDUSTRIAL DIRECT CO INC SHS 862 | AT COST | $64,583 | $72,744 |
| NASDAQ INC SHS 250 | AT COST | $24,453 | $33,185 |
| NUANCE MID CAP VALUE FUND SHS 10323.811 | AT COST | $135,139 | $145,463 |
| OMNICOM GROUP INC SHS 465 | AT COST | $30,696 | $29,002 |
| O'REILLY AUTOMOTIVE INC SHS 48 | AT COST | $16,568 | $21,723 |
| PALO ALTO NETWORKS INC SHS 60 | AT COST | $10,447 | $21,323 |
| PGIM QMA SMALL-CAP VALUE FUND SHS 11389.911 | AT COST | $161,855 | $181,783 |
| PPL CORP SHS 469 | AT COST | $16,084 | $13,226 |
| ROBERT HALF INTERNATIONAL INC SHS 483 | AT COST | $31,811 | $30,178 |
| VICTORY RS SMALL CAP GROWTH FUND SHS 1497.039 | AT COST | $108,911 | $154,824 |
| ARTISAN DEVELOPING WORLD FUND SHS 7340.441 | AT COST | $99,897 | $196,063 |
| BARON EMERGING MARKETS FUND SHS 23802.721 | AT COST | $311,192 | $453,680 |
| CHUBB LTD SHS 213 | AT COST | $30,665 | $32,785 |
| HARDING LOEVNER INTERNATIONAL EQUITY SHS 16050.159 | AT COST | $321,164 | $456,146 |
| JOHCM INTERNATIONAL SELECT FUND SHS 14468.362 | AT COST | $318,373 | $437,813 |
| LYONDELLBASELL INDUSTRIES NV SHS 372 | AT COST | $20,022 | $34,098 |
| TE CONNECTIVITY LTD SHS 202 | AT COST | $16,156 | $24,456 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OH FILING FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $272 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $272 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $53,506 | Amt |
| Net Investment Income | $53,506 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $7,261 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |