GRIFFIN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GRIFFIN FAMILY FOUNDATION (EIN 56-2114288)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349105810
- Schema version
- 2019v5.1
- 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 Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T15:31:28-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560571159 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD ROBINSON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19608 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 274199608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562114288 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIFFIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRIF | BusinessNameControlTxt |
| Phone | 3362724157 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 814 W MARKET STREET | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 274011813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAYNES G GRIFFIN | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 3362724157 | PhoneNum |
| Signature | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES T CONNOLLY JR | PreparerPersonNm |
| PTIN | P00575688 | PTIN |
| Phone | 3362944494 | PhoneNum |
| Preparation | 2020-11-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.198.32.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-02 | IPDt |
| IP Tm | 14:55:26 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3972BFD0ADF94C323C455BD8A972AA9C778C6292 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 07D4668F35EAD7F34CA2D5903B082459A9E1569E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,350,055 | 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 | $41,782 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,782 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,531 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $281,983 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,531 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $85,313 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,313 | 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 | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,140 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,140 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,595 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,363 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,980 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,748 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,499 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,499 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,479 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,748 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,499 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,166 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,565 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,566 | CashBOYAmt |
| Cash EOY | $1,590 | CashEOYAmt |
| Cash EOYFMV | $1,590 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,006 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,528 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,554 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,200,974 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,185,272 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,323,509 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,412 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,402 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,402 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,217,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,211,792 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,350,055 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,217,958 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,211,792 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,217,958 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,211,792 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,217,958 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,211,792 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,217,958 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,166 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,211,792 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,211,792 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION | $46,764 | $46,764 | $46,764 | |
| PUBLICALLY TRADED SECURITIES | $235,219 | -$3,233 | -$3,233 | $238,452 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,531 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,634 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,341,423 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048183 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $53,649 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,300,088 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041266 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $76,728 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,228,855 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062439 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $64,083 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,317,409 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048643 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $65,416 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,414,656 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046242 | DistributionYr5Rt |
| Total Distribution | 0.246773 | TotalDistributionRt |
| Average Distribution | 0.049355 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,302,710 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $64,295 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $696 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $64,991 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $74,499 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $696 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $696 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $696 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,080 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $384 | OverpaymentAmt |
| Applied To ES Tax | $384 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HAYNES G GRIFFIN | IndividualWithBooksNm |
| Phone | 3362724157 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 814 W MARKET STREET | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 274011813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 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 |
|---|---|---|---|---|---|---|---|---|
| HAYNES G GRIFFIN | ||||||||
| 814 W MARKET STREET | GREENSBORO | NC | 27401 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| VIRGINIA R GRIFFIN | ||||||||
| 814 W MARKET STREET | GREENSBORO | NC | 27401 | VP/SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,292,462 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,086 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,322,548 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,322,548 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,838 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,302,710 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $696 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $696 | TotalTaxAmt |
| Distributable Before Adj | $64,440 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,440 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,440 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,499 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $74,499 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $696 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $73,803 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,440 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $65,999 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $74,499 | QualifyingDistributionsAmt |
| Applied To Year1 | $65,999 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,500 | 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 | $55,940 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HAYNES G GRIFFIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BATH AND TENNIS HISTORICAL PRESERVATION FOUNDATION | ||||||
| 1170 S OCEAN BLVD | PALM BEACH | FL | 33480 | PC | TO SUPPORT THE MISSION STATEMENT OF PROVIDING FUNDS, RESEARCH AND TO INSURE THE PRESERVATION OF HOMES, BUILDINGS, LAND, AND OTHER ARTICLES. | $2,500 |
| CANTERBURY SCHOOL | ||||||
| 5400 OLD LAKE JEANETTE ROAD | GREENSBORO | NC | 27455 | PC | TO SUPPORT EDUCATION. | $4,000 |
| CENTER FOR CREATIVE LEADERSHIP | ||||||
| 1 LEADERSHIP PLACE | GREENSBORO | NC | 27410 | PC | TO ASSIST NONPROFITS IN BUILDING AND SUSTAINING THEIR CREATIVE LEADERSHIP CAPACITY. | $1,000 |
| CLEVELAND CLINIC FLORIDA PHILANTHROPY INSTITUTE | ||||||
| 2950 CLEVELAND CLINIC BLVD | WESTON | FL | 33331 | PC | TO SUPPORT THE MISSION STATEMENT OF PROVIDING BETTER CARE OF THE SICK, INVESTIGATION INTO THEIR PROBLEMS AND FURTHERING EDUCATION OF THOSE THEY SERVE. | $1,000 |
| COMMUNITY THEATRE OF GREENSBORO | ||||||
| 200 N DAVIE ST | GREENSBORO | NC | 27401 | PC | TO SUPPORT THE THEATRE IN THE COMMUNITY. | $5,000 |
| CONE CANCER CENTER | ||||||
| 2400 W FRIENDLY AVE | GREENSBORO | NC | 27403 | PC | TO SUPPORT THE MISSION STATEMENT OF SERVING COMMUNITIES BY PREVENTING ILLNESS, RESTORING HEALTH AND PROVIDING COMFORT, THROUGH EXCEPTIONAL PEOPLE DELIVERING EXCEPTIONAL CARE. | $2,500 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 617 N ELM STREET | GREENSBORO | NC | 27401 | PC | TO SUPPORT THE ACTIVITIES AT FIRST PRESBYTERIAN CHURCH. | $2,000 |
| GREEN HILL CENTER FOR NC ART | ||||||
| 200 N DAVIE STREET | GREENSBORO | NC | 27401 | PC | TO PROMOTE THE VISUAL ARTS OF NC BY ENGAGING A BROAD COMMUNITY OF ARTISTS, ADULTS AND CHILDREN THROUGH DYNAMIC EXHIBITIONS AND EDUCATIONAL PROGRAMS WHILE PROVIDING A PLATFORM FOR EXPLORATION AND INVESTMENT IN ART. | $1,000 |
| GREENSBORO BEAUTIFUL INC | ||||||
| 1001 FOURTH STREET | GREENSBORO | NC | 27405 | PC | TO SUPPORT IN THE CONSERVATION AND ENHANCEMENT OF THE BEAUTY AND ECOLOGY OF THE COMMUNITY. | $100 |
| GREENSBORO CHILDREN'S MUSEUM | ||||||
| 220 N CHURCH STREET | GREENSBORO | NC | 27401 | PC | TO ESTABLISH AND CONDUCT EDUCATIONAL PROGRAMS FOR CHILDREN. | $250 |
| GREENSBORO DAY SCHOOL | ||||||
| 5401 LAWNDALE DRIVE | GREENSBORO | NC | 27455 | PC | TO SUPPORT COEDUCATIONIAL, COLLEGE PREPRATORY NON-SECTARIAN EDUCATION. | $2,000 |
| GREENSBORO SYMPHONY | ||||||
| 200 NORTH DAVIE STREET SUITE 301 | GREENSBORO | NC | 27401 | PC | TO ENRICH THE CULTURAL LIFE OF GREENSBORO THROUGH QUALITY MUSIC AND MUSIC EDUCATION PROGRAMS. | $1,000 |
| GREENSBORO URBAN MINISTRY | ||||||
| 305 W GATE CITY BOULEVARD | GREENSBORO | NC | 27406 | PC | TO EXPRESS THE LOVE OF GOD TO PEOPLE IN NEED THROUGH PRACTICAL ACTION IN THE GREATER GREENSBORO AREA. | $1,000 |
| HANLEY FOUNDATION | ||||||
| 700 S DIXIE HWY 103 | WEST PALM BEACH | FL | 33401 | PC | TO SUPPORT THE MISSION STATEMENT OF PROVIDING SUBSTANCE USE DISORDER PREVENTION AND EDUCATION PROGRAMS FOR PARENTS, CAREGIVERS AND SCHOOL-AGE CHILDREN. | $1,000 |
| PRESERVATION FOUNDATION OF PALM BEACH | ||||||
| 311 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | PC | TO SUPPORT HISTORIC PRESERVATION. | $2,500 |
| ROYAL POINCIANA CHAPEL | ||||||
| 60 COCOANUT ROW | PALM BEACH | FL | 33480 | PC | TO SUPPORT THE ACTIVITIES AT ROYAL POINCIANA CHAPEL. | $12,500 |
| SALEM COLLEGE | ||||||
| 601 SOUTH CHURCH STREET | WINTSON SALEM | NC | 27101 | PC | TO SUPPORT HIGHER EDUCATION. | $5,000 |
| THE HENRY FLAGLER MUSEUM INC | ||||||
| PO BOX 969 | PALM BEACH | FL | 33480 | PC | TO SUPPORT THE MISSION STATEMENT TO RESTORE AND PRESERVE WHITEHALL AND ITS COLLECTIONS. | $1,000 |
| THE SOCIETY OF THE FOUR ARTS | ||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | PC | TO SUPPORT THE MISSION STATEMENT OF ENCOURAGING AND CULTIVATING A TASTE FOR MUSIC, LITERATURE, DANCE AND OTHER ARTS. | $6,500 |
| TOWN OF PALM BEACH UNITED WAY | ||||||
| 44 COCOANUT ROW | PALM BEACH | FL | 33480 | PC | TO SUPPORT THE MISSION STATEMENT OF BUILDING A HEALTHY COMMUNITY BY HELPING PEOPLE CARE FOR ONE ANOTHER AND INVESTING IN PROGRAMS THAT BUILD A BETTER LIFE FOR ALL BY FOCUSING ON IMPROVING EDUCATION, INCOME, AND HEALTH. | $1,000 |
| TRIAD STAGE | ||||||
| 232 SOUTH ELM STREET | GREENSBORO | NC | 27401 | PC | TO SUPPORT THE THEATRE IN THE COMMUNITY. | $5,000 |
| WOODBERRY FOREST SCHOOL | ||||||
| 898 WOODBERRY FOREST ROAD | WOODBERRY FOREST | VA | 22989 | PC | FOR SUPPORT IN EDUCATION | $13,549 |
| YOUNG LIFE | ||||||
| 4713 KINGS WOOD DRIVE | GREENSBORO | NC | 27410 | PC | TO SUPPORT THE ORGANIZATION'S MISSION STATEMENT OF HELPING ADOLESCENTS WORLD-WIDE BECOME EXPOSED TO THE PERSON OF JESUS CHRIST. | $100 |
| YWCA OF GREENSBORO | ||||||
| 1807 E WENDOVER AVENUE | GREENSBORO | NC | 27405 | PC | TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL. | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,499 | 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 | $41,782 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,531 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $85,313 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,313 | 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 | $4,200 | Amt |
| Net Investment Income | $4,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 14461.85 SH HC CAPITAL TRUST FIXED INCOME OPPORTUNITY PORTFOLIO | AT COST | $97,840 | $100,221 |
| 944.19 SH HC CAPITAL TRUST THE INFLATION PROTECTED SECURITIES PORTFOLIO | AT COST | $96,336 | $98,756 |
| 6981.68 SH HC CAPITAL TRUST US CORPORATE FIXED INCOME SECURITIES PORTFOLIO | AT COST | $68,957 | $73,028 |
| 6184.09 SH HC CAPITAL TRUST US GOVERNMENT FIXED INCOME SECURITIES PORTFOLIO | AT COST | $61,720 | $62,274 |
| 4817.95 SH HC CAPITAL TRUST US MORTGAGE/ASSET BACKED FIXED INCOME SECURITIE | AT COST | $47,723 | $46,349 |
| 530 SH ISHARES TR SH TR CRPORT ETF | AT COST | $27,537 | $28,424 |
| 931 SH SPDR SERIES TRUST PORTFOLIO SHORT ETF | AT COST | $28,163 | $28,712 |
| 348.00 SH VANGUARD SHORT TERM CORPORATE BOND ETF | AT COST | $27,188 | $28,198 |
| 1650.32 SH HC CAPITAL TR INST SMALL CAP EQUITY PORTFOLIO | AT COST | $17,879 | $21,966 |
| 6766.30 SH HC CAPITAL TRUST EMERGING MKTS PORTFOLIO | AT COST | $119,682 | $127,207 |
| 24027.01 SH HC CAPITAL TRUST INSTITUTIONAL INTERNATIONAL EQUITY PORTFOLIO | AT COST | $223,311 | $248,199 |
| 13631.58 SH HC CAPITAL TRUST INSTL GRWTH EQUITY PORTFOLIO | AT COST | $171,516 | $230,373 |
| 17200.79 SH HC CAPITAL TRUST INSTL VALUE EQUITY FD | AT COST | $197,420 | $229,802 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TIMING DIFFERENCE | Desc |
| BOY Book Value | $1,412 | BOYBookValueAmt |
| EOY Book Value | $1,402 | EOYBookValueAmt |
| EOYFMV | $1,402 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $45 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $45 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $10,140 | Amt |
| Net Investment Income | $10,140 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,363 | $1,363 | $0 |
| FEDERAL TAX | $1,232 | $0 | $0 |