STRATEGY STUDIO / PUBLIC DATA EXPLORER

GRIFFIN FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
GRIFFIN FAMILY FOUNDATION (EIN 56-2114288)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202143199349104999
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T13:11:10-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560571159PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERNARD ROBINSON & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 19608AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP274199608ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562114288EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GRIFFIN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGRIFBusinessNameControlTxt
Phone3362724157PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1814 W MARKET STREETAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP274011813ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHAYNES G GRIFFINPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone3362724157PhoneNum
Signature2021-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHAYNESPersonFirstNm
Person LastGRIFFINPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES T CONNOLLY JRPreparerPersonNm
PTINP00575688PTIN
Phone3362944494PhoneNum
Preparation2021-11-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,442,021FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$30,551DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,551DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$26,244NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$188,755GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$26,244CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$56,795TotalRevAndExpnssAmt
Total Net Invst Incm$56,795TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,395AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,395AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$13,608OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,608OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,138TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,138TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$75OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$75OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,216TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,216TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$55,940ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$55,940ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$75,156TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,216TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$55,940TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,361ExcessRevenueOverExpensesAmt
Net Investment Income$37,579NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,590CashBOYAmt
Cash EOY$21,180CashEOYAmt
Cash EOYFMV$21,180CashEOYFMVAmt
Sav And Temp Cash Invst BOY$23,528SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$18,197SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$18,197SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,185,272OtherInvestmentsBOYAmt
Other Investments EOY$1,155,780OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,402,644OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,402OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,211,792TotalAssetsBOYAmt
Total Assets EOY$1,195,157TotalAssetsEOYAmt
Total Assets EOYFMV$1,442,021TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,726OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,726TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,211,792CapitalStockBOYAmt
Capital Stock EOY$1,193,431CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,211,792TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,193,431TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,211,792TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,195,157TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,211,792TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,361ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,193,431SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,193,431TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAIN DISTRIBUTION$19,784$19,784$19,784
PUBLICALLY TRADED SECURITIES$168,971$6,460$6,460$162,511
FieldValueIRS element (for citing)
Capital Gain Net Income$26,244CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$522InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$522SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$522TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$720EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$720TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$198OverpaymentAmt
Applied To ES Tax$198AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHAYNES G GRIFFINIndividualWithBooksNm
Phone3362724157PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1814 W MARKET STREETAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP274011813ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HAYNES G GRIFFIN
814 W MARKET STREETGREENSBORONC27401PRESIDENT/TREASURER0.00$0$0$0
VIRGINIA R GRIFFIN
814 W MARKET STREETGREENSBORONC27401VP/SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,283,323AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$29,050AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,312,373TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,312,373AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,686CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,292,687NetVlNoncharitableAssetsAmt
Minimum Investment Return$64,634MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$64,634MinimumInvestmentReturnAmt
Tax Based On Investment Income$522TaxBasedOnInvestmentIncomeAmt
Total Tax$522TotalTaxAmt
Distributable Before Adj$64,112DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$64,112DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$64,112DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$55,940ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$55,940QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$55,940AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$64,112DistributableAsAdjustedAmt
Undistributed Income PY$55,940UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$55,940QualifyingDistributionsAmt
Applied To Year1$55,940AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$64,112UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHAYNES G GRIFFINContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANIMAL RESCUE AND FOSTER PROGRAM
705 MILNER DRIVEGREENSBORONC27410PCTO PROVIDE FOSTER HOMES AND MEDICAL CARE FOR ANIMALS AND PLACE THEM IN ADOPTIVE HOMES.$200
CANTERBURY SCHOOL
5400 OLD LAKE JEANETTE ROADGREENSBORONC27455PCTO SUPPORT EDUCATION.$2,000
COMMUNITY FOUNDATION OF GREATER GREENSBORO - WOMEN TO WOMEN
300 SOUTH GREENE STREET SUITE 100GREENSBORONC27401PCTO PROVIDE FUNDS THAT ENSURE WOMEN AND FAMILIES ARE EMPOWERED TO CREATE A HEALTHY AND VIBRANT COMMUNITY.$100
COMMUNITY THEATRE OF GREENSBORO
200 N DAVIE STREETGREENSBORONC27401PCTO SUPPORT THE THEATRE IN THE COMMUNITY.$5,000
FAMILY SERVICE OF GREENSBORO FOUNDATION
902 BONNER DRIVEJAMESTOWNNC27282PCTO SUPPORT AND ASSIST THE WELFARE OF FAMILIES AND CHILDREN IN COORDINATION WITH FAMILY SERVICE OF THE PIEDMONT, INC.$2,500
FIRST PRESBYTERIAN CHURCH
617 N ELM STREETGREENSBORONC27401PCTO SUPPORT THE ACTIVITIES AT FIRST PRESBYTERIAN CHURCH.$22,000
GREENSBORO DAY SCHOOL
5401 LAWNDALE DRIVEGREENSBORONC27455PCTO SUPPORT COEDUCATIONIAL, COLLEGE PREPRATORY NON-SECTARIAN EDUCATION.$2,000
GREENSBORO ROTARY CLUB
330 SOUTH GREENE STREET SUITE 304GREENSBORONC27401PCTO PROVIDE HUMANITARIAN SERVICE AND HELP BUILD GOODWILL AND PEACE.$300
GREENSBORO SYMPHONY
200 NORTH DAVIE STREET SUITE 301GREENSBORONC27401PCTO ENRICH THE CULTURAL LIFE OF GREENSBORO THROUGH QUALITY MUSIC AND MUSIC EDUCATION PROGRAMS.$1,000
GREENSBORO URBAN MINISTRY
305 W GATE CITY BOULEVARDGREENSBORONC27406PCTO EXPRESS THE LOVE OF GOD TO PEOPLE IN NEED THROUGH PRACTICAL ACTION IN THE GREATER GREENSBORO AREA.$1,090
HABITAT FOR HUMANITY OF GREENSBORO
3826 W GATE CITY BOULEVARDGREENSBORONC27407PCTO SUPPORT A BROAD RANGE OF COMMUNITY NEEDS.$250
JUNIOR LEAGUE OF GREENSBORO
3101 W FRIENDLY AVEGREENSBORONC27408PCTO PROMOTE VOLUNTARISM, DEVELOP THE POTENTIAL OF WOMEN AND IMPROVE THE COMMUNITY.$200
PRESERVATION FOUNDATION OF PALM BEACH
311 PERUVIAN AVENUEPALM BEACHFL33480PCTO SUPPORT HISTORIC PRESERVATION.$1,000
PRESERVATION GREENSBORO INC
PO BOX 13136GREENSBORONC27415PCTO PROTECT AND PROMOTE HISTORIC BUILDINGS, SITES AND NEIGHBORHOODS IMPORTANT TO GREATER GREENSBORO.$100
REACH OUT FIRST INC
707 NORTH GREENE STREETGREENSBORONC27401PCTO MOTIVATE, EQUIP AND EMPOWER INDIVIDUALS TO BE SELF-SUFFICIENT.$100
SALEM COLLEGE
601 SOUTH CHURCH STREETWINSTONSALEMNC27101PCTO SUPPORT HIGHER EDUCATION.$5,000
SENIOR RESOURCES OF GREENSBORO
1401 BENJAMIN PARKWAYGREENSBORONC27408PCTO PROVIDE DIRECT SERVICES, REFERRALS, ADVOCACY, AND VOLUNTEER OPPORTUNITIES TO OLDER ADULTS.$2,000
THE SOCIETY OF THE FOUR ARTS
100 FOUR ARTS PLAZAPALM BEACHFL33480PCTO ENCOURAGE AND CULTIVATE A TASTE FOR MUSIC, LITERATURE, DANCE AND OTHER ARTS.$10,000
WOMEN IN THE WINDOW INTERNATIONAL
2101 VISTA PARKWAY NO 253WEST PALM BEACHFL33411PCTO EQUIP AND EMPOWER WOMEN IN THE 10/40 WINDOW AND BEYOND AND REPLACE POVERTY AND INJUSTICE WITH DIGNITY AND PURPOSE FOR CHRIST.$1,000
WOODBERRY FOREST SCHOOL
898 WOODBERRY FOREST ROADWOODBERRY FORESTVA22989PCFOR SUPPORT IN EDUCATION.$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$55,940TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,551ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$26,244ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$56,795ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$56,795TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,395Amt
Net Investment Income$4,395NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
14502.50 SHS HC CAPITAL TRUST FIXED INCOME OPPORTUNITY PORTFOLIOAT COST$98,111$111,959
9999.65 SHS HC CAPITAL TRUST THE INFLATION PROTECTED SECURITESAT COST$101,015$110,896
6466.81 SHS HC CAPITAL TRUST US CORP FIXED INCOME SECURITIESAT COST$63,960$70,488
6396.76 SHS HC CAPITAL TRUST US GOVT FIXED INCOME SECURITIESAT COST$64,619$66,079
5146.25 SHS HC CAPITAL TRUST US MORTGAGE/ASSET FIXED INCOMEAT COST$50,935$50,073
548.00 SHS ISHARES TR ISHARES 1-5 YR INV GRADE CORPORATEAT COST$28,528$30,233
959.00 SHS SPDR SERIES TRUST PORTFOLIO SHORT ETFAT COST$29,043$30,113
363.00 SHS VANGUARD SHORT TERM CORPORATE BOND ETFAT COST$28,433$30,220
5754.06 SHS HC CAPITAL TRUST EMERGING MARKETS PORTFOLIOAT COST$100,940$124,057
25695.60 SHS HC CAPITAL TRUST INSTL INTL EQUITY PORTFOLIOAT COST$241,406$274,686
25016.90 SHS HC CAPITAL TRUST INSTL GRWTH EQUITY PORTFOLIOAT COST$348,790$503,840

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINCOME TIMING DIFFERENCEDesc
BOY Book Value$1,402BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$75RevenueAndExpensesPerBooksAmt
Net Investment Income$75NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescINCOME TIMING DIFFERENCEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$1,726EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$13,608Amt
Net Investment Income$13,608NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,138Amt
Net Investment Income$1,138NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt