GRIFFIN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GRIFFIN FOUNDATION (EIN 36-4780993)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201733189349101073
- Schema version
- 2016v3.0
- 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
- Investments Corp Stock Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T11:49:16-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561084523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHISNANT & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 639 | AddressLine1Txt |
| City | HICKORY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364780993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Griffin Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRIF | BusinessNameControlTxt |
| Phone | 8284957987 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 748 Wood Hollow Road | AddressLine1Txt |
| City | Taylorsville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28681 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard M Griffin | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8284957987 | PhoneNum |
| Signature | 2017-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gregory S Whisnant CPA | PreparerPersonNm |
| PTIN | P00071314 | PTIN |
| Phone | 8283221803 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.240.171.110 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-05 | IPDt |
| IP Tm | 10:37:49 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 72398149BAF4071106DD100E122510CAECE7B736 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A589916294D5B324990A2AB87BAEB68F9E1F2CEB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,031,333 | 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 | $515,059 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,779 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,779 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,729 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $766,961 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,729 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $532,582 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,523 | 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 | $4,679 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,819 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $4,679 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,819 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,179 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,819 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $495,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,704 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $444,420 | CashBOYAmt |
| Cash EOY | $45,810 | CashEOYAmt |
| Cash EOYFMV | $45,810 | CashEOYFMVAmt |
| Corporate Stock BOY | $65,566 | CorporateStockBOYAmt |
| Corporate Stock EOY | $959,579 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $985,523 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $509,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,005,389 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,031,333 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $509,986 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,005,389 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $509,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,005,389 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $509,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,005,389 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $509,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $495,403 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,005,389 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,005,389 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Coca Cola Co, 2,000 Shares | D | 2016-11-22 | 2016-11-23 | $82,258 | $82,740 | -$482 | -$482 |
| General Electric Co, 4,662 Shares | D | 2016-11-22 | 2016-11-23 | $145,894 | $145,361 | $533 | $533 |
| Intel Corp, 1,000 Shares | D | 2016-11-22 | 2016-11-23 | $35,164 | $35,480 | -$316 | -$316 |
| Merck & Co, 600 Shares | D | 2016-11-22 | 2016-11-23 | $36,970 | $37,020 | -$50 | -$50 |
| PepsiCo, 2,064 Shares | D | 2016-11-22 | 2016-11-23 | $210,033 | $212,365 | -$2,332 | -$2,332 |
| Peoples Bancorp NC, 3,391 Shares | D | 2015-12-18 | 2016-01-04 | $64,837 | $65,566 | -$729 | -$729 |
| Blackrock Basic Value, 1,168 Shares | D | 2016-02-09 | $22,631 | $24,172 | -$1,541 | -$1,541 | |
| Blackrock Strategic Income, 2,482 Shares | D | 2016-05-09 | $24,048 | $24,172 | -$124 | -$124 | |
| TRowe Price Instl LC Growth, 493 Shares | D | 2016-11-21 | $14,733 | $13,282 | $1,451 | $1,451 | |
| John Hancock Disciplined Value, 1,968 Shares | D | 2016-06-20 | $32,173 | $31,801 | $372 | $372 | |
| Clearbridge Mid Cap, 798 Shares | D | 2016-05-09 | $25,130 | $24,172 | $958 | $958 | |
| Pimco Inv Grade Corp Bond, 985 Shares | D | 2016-02-09 | $9,714 | $9,803 | -$89 | -$89 | |
| The Osterweis Strategic Income, 1,369 Shares | D | 2016-02-09 | $14,092 | $14,503 | -$411 | -$411 | |
| TRowe Price QM US Small Cap Growth, 44 Shares | D | 2016-11-21 | $1,247 | $951 | $296 | $296 | |
| Powershares ETF, 2,008 Shares | D | 2016-02-08 | $18,189 | $19,382 | -$1,193 | -$1,193 | |
| Vanguard Mtg-Backed Secs, 365 Shares | D | 2016-08-03 | $19,617 | $19,342 | $275 | $275 | |
| Vanguard Index Funds, 12 Shares | D | 2016-11-21 | $2,420 | $2,120 | $300 | $300 | |
| Capital Gains Dividends | P | $7,811 | $7,811 | $7,811 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,729 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $0 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $137 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $137 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $32,500 | 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 | $137 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $137 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $137 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $137 | 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 | 0 | 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 | Yes (1) | 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 | Richard M Griffin | IndividualWithBooksNm |
| Phone | 8284957987 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 748 Wood Hollow Road | AddressLine1Txt |
| City | Taylorsville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28681 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| Richard M Griffin Sr | ||||||||
| 748 Wood Hollow Road | Taylorsville | NC | 28681 | President/Director | 5.00 | $0 | $0 | $0 |
| Mary Olivia W Griffin | ||||||||
| 748 Wood Hollow Road | Taylorsville | NC | 28681 | Secretary/Treasurer/Direct | 2.00 | $0 | $0 | $0 |
| Margaret Griffin March | ||||||||
| 11 Indigo Creek Trail | Durham | NC | 28681 | Director | 0.00 | $0 | $0 | $0 |
| Richard Madison Griffin Jr | ||||||||
| 301 E Main St Suite 2 | Johnson City | TN | 37601 | Director | 0.00 | $0 | $0 | $0 |
| Karen Ohle Reese | ||||||||
| 2 Apple Wood Dr | Asheville | NC | 28805 | Director | 0.00 | $0 | $0 | $0 |
| Sarah Olivia Griffin-Greene | ||||||||
| 1011 Riverside Blvd | Lumberton | NC | 28358 | Director | 0.00 | $0 | $0 | $0 |
| Mary Catherine Griffin | ||||||||
| 1544 Mountain Road | Walnut Cove | NC | 27052 | Director | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $137 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $137 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $137 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,363 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,500 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,500 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,500 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $32,500 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Richard M Griffin Sr | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Richard M Griffin | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 748 Wood Hollow Road | AddressLine1Txt |
| City | Taylorsville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28681 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8284957987 | RecipientPhoneNum |
| Form And Info And Materials | Grant application | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Foundation will provide funds to churches for their mission and outreach programs and to 501(c)(3) corporations for social, medical, and humanitarian programs. At this time, contributions will only be made to organizations and not to individuals. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ZOE | ||||||
| 700 Waterfield Ridge Place | Garner | NC | 27529 | PC | To assist orphans and children in Africa. | $15,000 |
| Evergreen Community Charter School Foundation | ||||||
| 50 Bell Rd | Asheville | NC | 28805 | PC | To assist the school in providing environmental education. | $2,000 |
| Quaker Voluntary Service | ||||||
| PO Box 8240 | Atlanta | GA | 31106 | PC | To support young adults to explore their spirituality and vocation. | $2,000 |
| Boys & Girls Club - Johnson City | ||||||
| 2210 W Market St | Johnson City | TN | 37604 | PC | To enable young people to reach their full potential. | $2,000 |
| International Rescue Committee | ||||||
| PO Box 6068 | Albert Lea | MN | 56007 | PC | To assist with humanitarian crises around the world. | $2,000 |
| Lumberton Christian Care Center | ||||||
| 220 E 2nd St | Lumberton | NC | 28358 | PC | To help support the soup kitchen and emergency shelter. | $1,000 |
| International Waldenstrom's Macroglobulinemia Foundation | ||||||
| 6144 Clark Center Ave | Sarasota | FL | 34238 | PC | To help support individuals affected by Waldenstrom's macroglobulinemia. | $500 |
| Doctors Without Borders | ||||||
| 333 7th Avenue 2nd Floor | New York | NY | 10001 | PC | To assist with medical aid around the world. | $1,000 |
| Lenoir-Rhyne University | ||||||
| 625 7th Ave NE | Hickory | NC | 28601 | PC | To assist with scholarships. | $1,000 |
| Emory University | ||||||
| 201 Dowman Dr | Atlanta | GA | 30322 | PC | To assist with scholarships. | $1,000 |
| Hickory Soup Kitchen | ||||||
| 131 Main Ave NE | Hickory | NC | 28601 | PC | To provide meals to local residents. | $500 |
| Salvation Army | ||||||
| 750 3rd Ave Pl SE | Hickory | NC | 28602 | PC | To provide humanitarian aid in the local area. | $500 |
| Safe Harbor Rescue Mission | ||||||
| 210 2nd St SE | Hickory | NC | 28602 | PC | To provide humanitarian aid in the local community. | $1,000 |
| UNC School of Nursing | ||||||
| Carrington Hall S Columbia St | Chapel Hill | NC | 27599 | PC | To assist with scholarships. | $1,000 |
| Family Care Center | ||||||
| 860 16th St NE | Hickory | NC | 28601 | PC | To serve the homeless families in the local community. | $1,000 |
| First Presbyterian Church | ||||||
| 237 2nd St NW | Hickory | NC | 28601 | PC | To assist with the youth mission trip. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,779 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,729 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $17,523 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,523 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | The capital gain was a direct result of the Foundation selling publicly traded securities it had received as a contribution. |
| 3 | The interest and dividends were a direct result of the Foundation |
| 4 | holding publicly traded securities it had received as a contribution. |
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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard M Griffin | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 748 Wood Hollow Road | AddressLine1Txt |
| City | Taylorsville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28681 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $515,059 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Coca Cola Co, 2,000 Shares | $82,740 | 2016-11-22 |
| 1 | General Electric Co, 4,662 Shares | $145,361 | 2016-11-22 |
| 1 | Intel Corp, 1,000 Shares | $35,480 | 2016-11-22 |
| 1 | Merck & Co, 600 Shares | $37,020 | 2016-11-22 |
| 1 | PepsiCo, 2,064 Shares | $212,365 | 2016-11-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Tax preparation fees | $860 | $0 | $0 |
| Brokerage account fees | $3,819 | $3,819 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Peoples Bank of NC, 3,392 Shares | $0 | $0 |
| SunTrust Investment Services | $959,579 | $985,523 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard M Griffin | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 748 Wood Hollow Road | AddressLine1Txt |
| City | Taylorsville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28681 | ZIPCd |