JOHN & AMY GRIFFIN FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOHN & AMY GRIFFIN FOUNDATION INC (EIN 02-0562020)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-10-08
- IRS object ID
- 201902819349100625
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-08T11:54:40-05:00 | ReturnTs |
| Tax Period End | 2018-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-12-01 | 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 LLC | 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 | 2124463327 | PhoneNum |
| Signature | 2019-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YING LI | PreparerPersonNm |
| PTIN | P01343131 | PTIN |
| Phone | 6464713000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.125.77 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13049920192815000113 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-10-08 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3B584E6C6EC03F54C23492763082C94E75791172 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3B584E6C6EC03F54C23492763082C94E75791172 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,019,602 | 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 | $7,273,415 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $718,402 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $718,402 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $606 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $474,020 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $426,134 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$66,202 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $7,992,427 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,078,338 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $2,564 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,564 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,814 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,814 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,783,318 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,783,318 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,808,132 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,802,132 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,184,295 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,078,338 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,873,339 | CashBOYAmt |
| Cash EOY | $1,454,389 | CashEOYAmt |
| Cash EOYFMV | $1,454,389 | CashEOYFMVAmt |
| Corporate Stock BOY | $500,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $500,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $529,500 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,961,421 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,639,320 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,035,713 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,334,760 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,593,709 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,019,602 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,334,760 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,593,709 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,334,760 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,593,709 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,334,760 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,593,709 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,334,760 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,184,295 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,519,055 | SubtotalAmt |
| Other Decreases | $2,925,346 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,593,709 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $474,020 | GrossSalesPriceAmt |
| Cost Or Other Basis | $47,886 | CostOrOtherBasisAmt |
| Gain Or Loss | $426,134 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $426,134 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $426,134 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,742,440 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,907,927 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.686521 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,022,003 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,802,465 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.920381 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,828,758 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,476,335 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.619624 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,723,901 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $23,043,647 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.378582 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,648,733 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,509,442 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.40209 | DistributionYr5Rt |
| Total Distribution | 3.007198 | TotalDistributionRt |
| Average Distribution | 0.60144 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,257,292 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,560,506 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,783 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,571,289 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,802,132 | 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 | $10,783 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,783 | SubtotalAmt |
| Tax Based On Investment Income | $10,783 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,394 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $13,394 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,611 | OverpaymentAmt |
| Applied To ES Tax | $2,611 | 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 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 AVENUE | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
| RICHARD BELLO | ||||||||
| BLUE RIDGE CAP LLC 660 MADISON AVE | NEW YORK | NY | 10065 | SECRETARY | 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 |
| PATTY STEVENS | ||||||||
| BLUE RIDGE CAP LLC 660 MADISON AVE | NEW YORK | NY | 10065 | ASSISTANT SECRETARY | 5.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE GENERAL EXPLANATION ATTACHMENT | Description1Txt |
| Expenses1 | $6,802,132 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,146,725 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,175,399 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,322,124 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,322,124 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,832 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,257,292 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $212,865 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $212,865 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,783 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,783 | TotalTaxAmt |
| Distributable Before Adj | $202,082 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $202,082 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $202,082 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,802,132 | 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 | $6,802,132 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,783 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,791,349 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $202,082 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,691,421 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,654,205 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,989,445 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,542,090 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,425,004 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $38,302,165 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,802,132 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $202,082 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,600,050 | RemainingDistriFromCorpusAmt |
| Total Corpus | $44,902,215 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,691,421 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $37,210,794 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,654,205 | ExcessFromYear4Amt |
| Excess From Year3 | $9,989,445 | ExcessFromYear3Amt |
| Excess From Year2 | $8,542,090 | ExcessFromYear2Amt |
| Excess From Year1 | $4,425,004 | ExcessFromYear1Amt |
| Excess From Current Year | $6,600,050 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AFC GROWTH FUND | ||||||||
| AMERICAN FEDERATION FOR CHILDREN | 1020 19TH ST NW STE 675 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $25,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| CENTRAL PARK WEST AT 79TH STREET | NEW YORK | NY | 10024 | NONE | PC | HALL OF GEMS & MINERALS | $100,000 | |
| CHILDREN'S SCHOLARSHIP FUND | ||||||||
| 8 WEST 38TH STREET | 9TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $10,000 |
| DAVID LYNCH FOUNDATION | ||||||||
| 1013 CENTRE RD STE 101 | WILMINGTON | DE | 19805 | NONE | PC | TRANSCENDENTAL MEDITATION TEACHER FELLOWSHIP | $50,000 | |
| GOOD PLUS FOUNDATION | ||||||||
| 306 W 37TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| IMENTOR | ||||||||
| 30 BROAD STREET 9TH FL | NEW YORK | NY | 10004 | NONE | PC | EDUCATION | $2,000,000 | |
| MCINTIRE SCHOOL OF COMMERCE FOUNDATION | ||||||||
| UNIVERSITY OF VIRGINIA | PO BOX 400173 | CHARLOTTESVILLE | VA | 22904 | NONE | PC | ANNUAL FUND | $10,000 |
| MICHAEL J FOX FOUNDATION | ||||||||
| GRAND CENTRAL STATION | PO BOX 4777 | NEW YORK | NY | 101634777 | NONE | PC | GENERAL SUPPORT | $10,000 |
| NATIONAL FISH AND WILDLIFE FOUNDATION | ||||||||
| 1133 FIFTEENTH STREET NW SUITE | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | COMMUNITY-BASED PROGRAMS | $851,318 | |
| ROGER FEDERER CHARITABLE FUND | ||||||||
| 335 MADISON AVE | 23RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $50,000 |
| UVA FUND - ROTUNDA RESTORATION (AG) | ||||||||
| PO BOX 400314 | CHARLOTTESVILLE | VA | 229044314 | NONE | PC | GENERAL SUPPORT | $22,000 | |
| SIGNATURE THEATRE COMPANY | ||||||||
| 480 W 42ND STREET | NEW YORK | NY | 10036 | NONE | PC | JIM HOUGHTON INITIATIVE & GENERAL SUPPORT | $100,000 | |
| SUCCESS ACADEMY CHARTER SCHOOLS | ||||||||
| 310 LENOX AVENUE 2ND FLOOR | NEW YORK | NY | 10027 | NONE | PC | EDUCATION | $25,000 | |
| THE BOY'S CLUB OF NEW YORK | ||||||||
| 287 EAST 10TH STREET | NEW YORK | NY | 10009 | NONE | PC | GENERAL SUPPORT & ANNUAL FUND | $35,000 | |
| THE BRICK PRESBYTARIAN CHURCH | ||||||||
| 111 DRUM POINT ROAD | BRICK | NJ | 08723 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| THE BUCKLEY SCHOOL | ||||||||
| 113 EAST 73RD STREET | NEW YORK | NY | 10021 | NONE | PC | THE CENTENNIAL BUILDING CAMPAIGN & ANNUAL FUND | $1,325,000 | |
| THE METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | COSTUME INSTITUTE BENEFIT | $150,000 | |
| THE SPENCE SCHOOL | ||||||||
| 22 EAST 91ST STREET | NEW YORK | NY | 101280657 | NONE | PC | THE ATHLETIC CENTER & ANNUAL FUND | $1,750,000 | |
| UVA | ||||||||
| PO BOX 400314 | CHARLOTTESVILLE | VA | 229044314 | NONE | PC | TENNIS PROGRAM & ADVANCE SLAVERY MEMORIAL | $150,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,783,318 | TotalGrantOrContriPdDurYrAmt |
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 | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $718,402 | 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 | $606 | 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 | $719,012 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $719,012 | 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 |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | N/A | OrganizationTypeDesc |
| Relationship Description | N/A | RelationshipDescriptionTxt |
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 | $7,273,415 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3,460 SHARES OF FOUNDATION MEDICINE (FMI) | NoncashPropertyDesc |
| Fair Market Value | $473,415 | FairMarketValueAmt |
| Received | 2018-07-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,000 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
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 Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GREENLIGHT CAPITAL | StockNm |
| EOY Book Value | $500,000 | EOYBookValueAmt |
| EOYFMV | $529,500 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLUE RIDGE OFFSHORE, LP | $597,823 | $232,450 |
| ENDEAVOR CATALYST II, LP | $750,000 | $750,000 |
| THE RISE FUND (B), LP | $1,291,497 | $1,053,263 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,564 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,564 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $2,925,346 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS CHARITY REGISTRATION | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME-ALTERNATIVE INVESTMENTS | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$66,202 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |