JOHN & AMY GRIFFIN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOHN & AMY GRIFFIN FOUNDATION INC (EIN 02-0562020)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-10-15
- IRS object ID
- 202112889349100816
- Schema version
- 2019v5.2
- 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
- Schedule B
- Depreciation Schedule
- General Explanation Attachment
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-15T16:36:03-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020562020 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN & AMY GRIFFIN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JOHN GRIFFIN TTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BLUE RIDGE CAPITAL VENTURE L | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2124463327 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BLUE RIDGE CAP LLC 660 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOMER SMITH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2124466200 | PhoneNum |
| Signature | 2020-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN STINSON CPA | PreparerPersonNm |
| PTIN | P00360338 | PTIN |
| Phone | 2127519100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $17,029,416 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,856,083 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $420 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $420 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $75,462 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,462 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,371,617 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,598,872 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,371,617 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,303,582 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,447,499 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $20,816 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,816 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $192,200 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $107,875 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $107,090 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $785 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $320,891 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $107,090 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,601 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,487,217 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,487,217 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,808,108 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $107,090 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,508,818 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,495,474 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,340,409 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $97,751 | CashBOYAmt |
| Cash EOY | $3,780,058 | CashEOYAmt |
| Cash EOYFMV | $3,780,058 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,291,734 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,288,433 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $3,346,178 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,341,805 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,960,925 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,443,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,413,597 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,029,416 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,443,929 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,413,597 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,443,929 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,413,597 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,443,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,413,597 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,443,929 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,495,474 | ExcessRevenueOverExpensesAmt |
| Other Increases | $474,194 | OtherIncreasesAmt |
| Subtotal | $17,413,597 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,413,597 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 10325.00 SHS NOW | D | 2020-08-31 | $4,973,454 | $1,873,012 | $3,100,442 | $3,100,442 |
| 102.00 SHS FB OPTIONS | D | 2020-09-16 | $1,556,584 | $510,259 | $1,046,325 | $1,046,325 |
| 308000.00 SHS GTII | D | 2020-10-21 | $5,058,381 | $1,845,381 | $3,213,000 | $3,213,000 |
| 166670.00 SHS GTII | D | 2020-11-04 | $2,975,760 | $998,603 | $1,977,157 | $1,977,157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,371,617 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,108,883 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,189,950 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.661102 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,791,349 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,257,292 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.595227 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,742,440 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,907,927 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.686521 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,022,003 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,802,465 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.920381 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,828,758 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,476,335 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.619624 | DistributionYr5Rt |
| Total Distribution | 4.482855 | TotalDistributionRt |
| Average Distribution | 0.896571 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,226,449 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,685,883 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $93,404 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,779,287 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,508,818 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $186,808 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $186,808 | SubtotalAmt |
| Tax Based On Investment Income | $186,808 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $191,836 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $191,836 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,028 | OverpaymentAmt |
| Applied To ES Tax | $5,028 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE RIDGE CAPITAL VENTURE LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124463327 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN A GRIFFIN | ||||||||
| BLUE RIDGE CAP LLC 660 MADISON AVE | NEW YORK | NY | 10065 | DIRECTOR, PRESIDENT | 5.0 | $0 | $0 | $0 |
| AMY M GRIFFIN | ||||||||
| BLUE RIDGE CAP LLC 660 MADISON AVE | NEW YORK | NY | 10065 | DIRECTOR | 5.0 | $0 | $0 | $0 |
| HOMER J SMITH JR | ||||||||
| BLUE RIDGE CAP LLC 660 MADISON AVE | NEW YORK | NY | 10065 | TREASURER & SECRETARY | 5.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE GENERAL EXPLANATION ATTACHMENT | Description1Txt |
| Expenses1 | $2,508,818 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,305,011 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,001,029 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,306,040 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,306,040 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,591 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,226,449 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $261,322 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $261,322 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $186,808 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $186,808 | TotalTaxAmt |
| Distributable Before Adj | $74,514 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $74,514 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $74,514 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,508,818 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,508,818 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,508,818 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,514 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $9,989,445 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,542,090 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,425,004 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,600,050 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,953,453 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,510,042 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,508,818 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $74,514 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,434,304 | RemainingDistriFromCorpusAmt |
| Total Corpus | $33,944,346 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,989,445 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,954,901 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,542,090 | ExcessFromYear4Amt |
| Excess From Year3 | $4,425,004 | ExcessFromYear3Amt |
| Excess From Year2 | $6,600,050 | ExcessFromYear2Amt |
| Excess From Year1 | $1,953,453 | ExcessFromYear1Amt |
| Excess From Current Year | $2,434,304 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN A GRIFFIN | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| RIVERDALE COUNTRY SCHOOL | ||||||||
| 5250 Fieldstone Rd | Bronx | NY | 10471 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| EVERGLADES FOUNDATION | ||||||||
| 18001 Old Cutler Rd | Palmetto Bay | FL | 33157 | N/A | PC | GENERAL SUPPORT | $10,000 | Suite 625 |
| GOOD FOUNDATION | ||||||||
| 206 West 37th St | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $10,000 | 8 FL |
| ROGER FEDERER CHARITABLE FUND INC | ||||||||
| 600 Superior Ave 1000 | Cleveland | OH | 44114 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| SAVE VENICE INC | ||||||||
| 133 East 58th St | New York | NY | 10022 | N/A | PC | GENERAL SUPPORT | $10,000 | Suite 501 |
| TEACH FOR AMERICA | ||||||||
| 519 Eighth Avenue | New York | NY | 10018 | N/A | PC | GENERAL SUPPORT | $12,500 | 15th FL |
| JOHNNY MAC TENNIS PROJECT | ||||||||
| c/o Sportime Randalls Island | New York | NY | 10035 | N/A | PC | GENERAL SUPPORT | $10,000 | One Randalls Island |
| ONE LOVE FOUNDATION | ||||||||
| PO Box 368 | Bronxville | NY | 10708 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 Fifth Avenue | New York | NY | 10028 | N/A | PC | COSTUME INSTITUTE | $250,000 | |
| RECTORS & VISITORS OF UVA | ||||||||
| PO BOX 400222 | CHARLOTTESVILLE | VA | 22904 | N/A | PC | ROTUNDA RESTORATION | $22,000 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 Broadway | New York | NY | 10003 | N/A | PC | COMMUNITY-BASED PROGRAMS | $1,267,000 | |
| THE BUCKLEY SCHOOL | ||||||||
| 113 East 73rd Street | New York | NY | 10021 | N/A | PC | EDUCATION | $35,000 | |
| THE SPENCE SCHOOL | ||||||||
| 22 East 91st Street | New York | NY | 101280657 | N/A | PC | ANNUAL FUND | $50,000 | |
| LUNG CANCER RESEARCH FOUNDATION | ||||||||
| 845 Third Avenue | New York | NY | 10022 | N/A | PC | GENERAL SUPPORT | $30,000 | 6th Floor |
| KIPP NY INC | ||||||||
| 520 8th Avenue | New York | NY | 10018 | N/A | SO III FI | GENERAL SUPPORT | $10,000 | Suite 2005 |
| MCINTIRE SCHOOL OF COMMERCE FOUNDATION | ||||||||
| PO Box 400173 | Charlottesville | VA | 22904 | N/A | PC | ANNUAL FUND | $10,000 | |
| MOUNT SINAI DUBIN BREAST CENTER | ||||||||
| Icahn School of Medicine at Mount S | New York | NY | 100296574 | N/A | PC | GENERAL SUPPORT | $10,000 | One Gustave L Levy Place Box 1049 |
| SUCCESS ACADEMY CHARTER SCHOOLS | ||||||||
| 310 Lenox Avenue | New York | NY | 10027 | N/A | PC | EDUCATION | $50,000 | 2nd Floor |
| THE SOCIETY OF MSKCC | ||||||||
| Memorial Sloan-Kettering Cancer Cen | New York | NY | 10065 | N/A | PC | GENERAL SUPPORT | $10,000 | 1275 York Avenue |
| NEW YORK PRESBYTERIAN FUND INC | ||||||||
| 654 West 170th Street | New York | NY | 10032 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| THE BRICK PRESBYTERIAN CHURCH | ||||||||
| 62 East Ninety-second Street | New York | NY | 101281398 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| UNIVERSITY OF VIRGINIA FUND | ||||||||
| PO Box 400314 | Charlottesville | VA | 229044314 | N/A | PC | CARL Z FUND | $100,000 | |
| UNIVERSITY OF VIRGINIA FUND | ||||||||
| PO BOX 400314 | CHARLOTTESVILLE | VA | 22904 | N/A | PC | GENERAL SUPPORT | $37,217 | |
| SIGNATURE THEATRE COMPANY | ||||||||
| 480 W 42nd Street | New York | NY | 10036 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| THE BOY'S CLUB OF NEW YORK | ||||||||
| 287 East 10th Street | New York | NY | 10009 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| ELEANOR WHITMORE EARLY CHILDHOOD CENTER | ||||||||
| PO BOX 63 | EAST HAMPTON | NY | 11937 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| NYC JUNIORS | ||||||||
| 51 WINDSOR PLACE | BROOKLYN | NY | 11215 | N/A | PC | GENERAL SUPPORT | $12,500 | |
| MICHAEL J FOX FOUNDATION | ||||||||
| c/o Event Associate Inc | NEW YORK | NY | 10019 | N/A | PC | GENERAL SUPPORT | $10,000 | 163 W 56TH STREET |
| HARLEM CHILDREN'S ZONE | ||||||||
| 162 W 56th St | NEW YORK | NY | 10019 | N/A | PC | GENERAL SUPPORT | $126,000 | SUITE 405 |
| SOUTHAMPTON HOSPITAL FOUNDATION | ||||||||
| 240 Meeting House Ln | SOUTHAMPTON | NY | 11968 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| FRIENDS OF THE HIGH LINE | ||||||||
| The Diller-Von Furstenberg Building | NEW YORK | NY | 10128 | N/A | PC | GENERAL SUPPORT | $10,000 | 820 Washington St |
| NYU STERN SCHOOL OF BUSINESS | ||||||||
| 44 West 4th St Ste 11-58 | NEW YORK | NY | 10012 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| 19TH NEWS | ||||||||
| 3267 Bee Caves Road | AUSTIN | TX | 78746 | N/A | PC | GENERAL SUPPORT | $25,000 | Suite 107-353 |
| INVEST FOR KIDS | ||||||||
| 875 North Michigan Suite 3400 | CHICAGO | IL | 60611 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,487,217 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHAMPTON HOSPITAL FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 Meeting House Ln | AddressLine1Txt |
| City | Southampton | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11968 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $200,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $200,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $420 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,462 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,371,617 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,447,499 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,447,499 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN GRIFFIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BLUE RIDGE CAPITAL 660 MADISON | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,856,083 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 10,325 SHARES NOW | $1,873,012 | 2020-08-31 |
| 2 | 102 SHARES FB OPTION | $510,259 | 2020-09-16 |
| 3 | 308,000 SHARES GTII | $1,845,381 | 2020-10-21 |
| 4 | 166,670 SHARES GTII | $998,603 | 2020-11-04 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990PF, PART IX-A SUMMARY OF CHARITABLE ACTIVITIES | IdentifierTxt |
| Form And Line Reference | FORM 990PF, PART IX-A SUMMARY OF CHARITABLE ACTIVITIES | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY GRANTS AND DISTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT AS PUBLIC CHARITIES UNDER IRC SECTION 501(C)(3). | MediumExplanationTxt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,291,734 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,288,433 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLUE RIDGE OFFSHORE, LP | $547,143 | $203,789 |
| ENDEAVOR CATALYST II, LP | $1,000,000 | $897,212 |
| THE RISE FUND (B), LP | $1,888,373 | $1,551,763 |
| ENDEAVOR CATALYST III, LP | $500,000 | $468,278 |
| BENESTREAM (PRI) | $100,000 | $100,000 |
| BLUE RIDGE PRIVATE HOLDINGS | $7,050,000 | $7,483,594 |
| KINVOLVED (PRI) | $56,289 | $56,289 |
| PERSISTANCE PLUS (PRI) | $100,000 | $100,000 |
| VIRIDIS LEARNING (PRI) | $100,000 | $100,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $20,816 | LegalFeesAmt |
| Disbursements Charitable Prps | $20,816 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| NYS FILING FEE | $250 | $250 | |
| BANK FEE | $375 | $375 | |
| COMMISSION EXPENSE | $741 | $741 | |
| ORDINARY LOSS FROM INVESTMENTS | $106,349 | $106,349 | |
| PUBLIC AD NOTICE | $160 | $160 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME-ALTERNATIVE INVESTMENTS | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $474,194 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $192,200 | Amt |