GRIFFIN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GRIFFIN FAMILY FOUNDATION (EIN 56-2114288)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201911359349102716
- Schema version
- 2018v3.1
- 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 | 2019-05-15T13:36:08-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-10 | 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 | 2019-05-10 | 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 | 2019-05-10 | IPDt |
| IP Tm | 14:16:59 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 30634820DEF592857E23E05478674149EEE2D736 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FC9C21DB2AE6F30820C14E5F4A63FE5098031D82 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $1,213,775 | 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 | $4,200 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $40,550 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,550 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,633 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $182,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,633 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $74,383 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,183 | 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 | $10,716 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,716 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,567 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,505 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $146 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $146 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,629 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,567 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,634 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,634 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,263 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,567 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,634 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,880 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,616 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,408 | CashBOYAmt |
| Cash EOY | $1,566 | CashEOYAmt |
| Cash EOYFMV | $1,566 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $51,371 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,006 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,037 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,168,478 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,200,974 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,196,760 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,581 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,412 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,412 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,225,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,217,958 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,213,775 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,225,838 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,217,958 | 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 | $1,225,838 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,217,958 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,225,838 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,217,958 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,225,838 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,880 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,217,958 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,217,958 | 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 | $34,182 | $34,182 | $34,182 | |
| PUBLICALLY TRADED SECURITIES | $148,092 | -$4,549 | -$4,549 | $152,641 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,633 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $53,649 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,300,088 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041266 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $76,728 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,228,855 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062439 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $64,083 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,317,409 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048643 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $65,416 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,414,656 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046242 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,586 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,357,055 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046119 | DistributionYr5Rt |
| Total Distribution | 0.244709 | TotalDistributionRt |
| Average Distribution | 0.048942 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,341,423 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $65,652 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $536 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $66,188 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $64,634 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,072 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,072 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,072 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $920 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $152 | TaxDueAmt |
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 | $1,325,602 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,249 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,361,851 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,361,851 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,428 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,341,423 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,071 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,071 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,072 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,072 | TotalTaxAmt |
| Distributable Before Adj | $65,999 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $65,999 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $65,999 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,634 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $64,634 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $64,634 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,999 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $64,634 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,634 | QualifyingDistributionsAmt |
| Applied To Year1 | $64,634 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $65,999 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALIGHT INC | ||||||
| 501 NORTH ELAM AVENUE | GREENSBORO | NC | 274031118 | PC | TO PROVIDE EMOTIONAL AND INFORMATIONAL SUPPORT TO NEWLY DIAGNOSED CANCER PATIENTS. | $1,000 |
| UNITED ARTS COUNCIL OF GREENSBORO | ||||||
| 200 N DAVIE ST SUITE 201 | GREENSBORO | NC | 27401 | PC | TO INSPIRE GROWTH OF CREATIVE EXPRESSION IN THE COMMMUNITY BY PROVIDING STRATEGIC AND FINANCIAL LEADERSHIP TO ARTS ORGANIZATIONS , ARTISTS AND EDUCATORS. | $100 |
| CANTERBURY SCHOOL | ||||||
| 5400 OLD LAKE JEANETTE ROAD | GREENSBORO | NC | 27455 | PC | TO SUPPORT EDUCATION. | $3,000 |
| CAROLINA THEATRE | ||||||
| 309 WEST MORGAN STREET | DURHAM | NC | 27701 | PC | TO PRESENT PERFORMING ARTS & CINEMA & FACILITATE THE RENTAL OF THE CITY OWNED CAROLINA THEATRE. | $125 |
| COMMUNITY THEATRE OF GREENSBORO | ||||||
| 200 N DAVIE ST | GREENSBORO | NC | 27401 | PC | TO SUPPORT THE THEATRE IN THE COMMUNITY. | $5,000 |
| FAMILY SERVICE OF GREENSBORO FOUNDATION | ||||||
| 902 BONNER DRIVE | JAMESTOWN | NC | 27282 | SO II | TO SUPPORT AND ASSIST THE WELFARE OF FAMILIES AND CHILDREN IN COORDINATION WITH FAMILY SERVICE OF THE PIEDMONT, INC. | $500 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 617 N ELM STREET | GREENSBORO | NC | 27401 | PC | TO SUPPORT THE ACTIVITIES AT FIRST PRESBYTERIAN CHURCH. | $20,000 |
| FIRST PRESBYTERIAN CHURCH MARTINSVILLE | ||||||
| 1901 PATRICK HENRY AVENUE | MARTINSVILLE | VA | 24112 | PC | TO SUPPORT ACTIVITIES AT FIRST PRESBYTERIAN CHURCH MARTINSVILLE. | $1,000 |
| 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. | $2,500 |
| 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. | $1,000 |
| GREENSBORO ROTARY CLUB | ||||||
| 330 SOUTH GREENE STREET SUITE 304 | GREENSBORO | NC | 27401 | PC | TO PROVIDE HUMANITARIAN SERVICE AND HELP BUILD GOODWILL AND PEACE. | $300 |
| 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 |
| GRANT FOUNDTION INC HOSPITAL ALBERT SCHWEITZER HAITI | ||||||
| 2840 LIBERTY AVENUE STE 201 | PITTSBURGH | PA | 15222 | PC | TO OPERATE HOSPITAL ALBERT SCHWEITZER TO COLLABORATE WITH THE PEOPLE OF THE ARTIBNONITE VALLEY DISTRICT OF HAITI AS THEY STRIVE TO IMPROVE THEIR HEALTH AND QUALITY OF LIFE. | $1,000 |
| NATURAL SCIENCE CENTER OF GREENSBORO | ||||||
| 4301 LAWNDALE DRIVE | GREENSBORO | NC | 27455 | PC | TO SUPPORT SCIENCE EDUCATION. | $1,000 |
| PAUL J CIENER BOTANICAL GARDEN | ||||||
| 215 SOUTH MAIN STREET | KERNERSVILLE | NC | 27284 | PC | TO BUILD AND MAINTAIN BOTANICAL GARDEN FOR EDUCATION ADN BENFIT COMMUNITY AND TOURISTS. | $100 |
| PRINCETON UNIVERSITY | ||||||
| 701 CARNEGIE CTR | PRINCETON | NJ | 08540 | PC | TO SUPPORT THE ACTIVITIES AT PRINCETON UNIVERSITY. | $5,459 |
| RED DOG FARM ANIMAL RESCUE NETWORK | ||||||
| 5803 BUR-MIL CLUB ROAD | GREENSBORO | NC | 27410 | PC | TO PROVIDE RESCUE CARE AND FOSTER HOUSING TO DOMESTIC AND EXOTIC ANIMALS IN NEED. | $100 |
| SAINT FRANCIS SPRINGS PRAYER CENTER INC | ||||||
| 477 GROGAN ROAD | STONEVILLE | NC | 27408 | PC | TO PROVIDE A PRAYERFUL SPIRITUAL ENVIRONMENT TO SUPPORT AND ENCOURAGE DEEP RELATIONSHIP WITH GOD. | $100 |
| SENIOR RESOURCES OF GUILFORD COUNTY | ||||||
| 1401 BENJAMIN PKWY | GREENSBORO | NC | 27408 | PC | TO PROVIDE DIRECT SERVICES, REFERRALS, ADVOCACY, AND VOLUNTEER OPPORTUNITIES TO OLDER ADULTS. | $2,000 |
| TRIAD STAGE | ||||||
| 232 SOUTH ELM STREET | GREENSBORO | NC | 27401 | PC | TO SUPPORT THE THEATRE IN THE COMMUNITY. | $5,000 |
| UNITED WAY OF GREATER GREENSBORO | ||||||
| 1500 YANCEYVILLE STREET | GREENSBORO | NC | 27405 | PC | TO SUPPORT COMMUNITY EFFORTS TO BREAK THE CYCLE OF POVERTY IN GREATER GREENSBORO AND CREATE OPPORTUNITIES FOR A HIGH QUALITY OF LIFE FOR ALL. | $10,000 |
| 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 | $64,634 | 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 | $40,550 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,633 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $70,183 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,183 | 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 (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 12428.33 SH HC CAPITAL TRUST FIXED INCOME OPPORTUNITY PORTFOLIO | AT COST | $84,060 | $82,027 |
| 7994.40 SH HC CAPITAL TRUST THE INFLATION PROTECTED SECURITIES PORTFOLIO | AT COST | $80,136 | $77,306 |
| 5753.58 SH HC CAPITAL TRUST US CORPORATE FIXED INCOME SECURITIES PORTFOLIO | AT COST | $57,070 | $54,774 |
| 4960.15 SH HC CAPITAL TRUST US GOVERNMENT FIXED INCOME SECURITIES PORTFOLIO | AT COST | $49,432 | $47,915 |
| 4682.32 SH HC CAPITAL TRUST US MORTGAGE/ASSET BACKED FIXED INCOME SECURITIE | AT COST | $46,420 | $43,780 |
| 480.00 SH ISHARES TR SH TR CRPORT ETF | AT COST | $24,940 | $24,787 |
| 1050.00 SH SPDR SERIES TRUST PORTFOLIO SHORT ETF | AT COST | $31,814 | $31,647 |
| 300.00 SH VANGUARD SHORT TERM CORPORATE BOND ETF | AT COST | $23,513 | $23,382 |
| 1516.15 SH HC CAPITAL TR INST SMALL CAP EQUITY PORTFOLIO | AT COST | $16,044 | $17,875 |
| 3830.19 SH HC CAPITAL TRUST COMMODITY RELATED SECURITIES PORTFOLIO | AT COST | $36,526 | $30,948 |
| 8628.24 SH HC CAPITAL TRUST EMERGING MKTS PORTFOLIO | AT COST | $154,608 | $141,589 |
| 32408.90 SH HC CAPITAL TRUST INSTITUTIONAL INTERNATIONAL EQUITY PORTFOLIO | AT COST | $304,478 | $287,143 |
| 11822.68 SH HC CAPITAL TRUST INSTL GRWTH EQUITY PORTFOLIO | AT COST | $140,780 | $184,552 |
| 13511.78 SH HC CAPITAL TRUST INSTL VALUE EQUITY FD | AT COST | $151,153 | $149,035 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TIMING DIFFERENCE | Desc |
| BOY Book Value | $1,581 | BOYBookValueAmt |
| EOY Book Value | $1,412 | EOYBookValueAmt |
| EOYFMV | $1,412 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $146 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $146 | 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 | $10,716 | Amt |
| Net Investment Income | $10,716 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,505 | $1,505 | $0 |
| FEDERAL TAX | $1,062 | $0 | $0 |