GRIFFIN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GRIFFIN FAMILY FOUNDATION (EIN 56-2114288)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201711359349103461
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- 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 | 2017-05-15T14:11:45-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FREDDY H ROBINSON | PreparerPersonNm |
| PTIN | P00174761 | PTIN |
| Phone | 3362944494 | PhoneNum |
| Preparation | 2017-05-11 | 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 | 2017-05-15 | IPDt |
| IP Tm | 09:32:54 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9F914BF57D99E2BA1C382C342DBF6330CF10900D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,237,764 | 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 | $32,217 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,217 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,179 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $177,243 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,179 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,396 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,396 | 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 | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,695 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,695 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,900 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,489 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $117 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $117 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,712 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,301 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,889 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,889 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,601 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,301 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,889 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$62,205 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,095 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,269 | CashBOYAmt |
| Cash EOY | $852 | CashEOYAmt |
| Cash EOYFMV | $852 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,852 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $84,553 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $84,553 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,271,224 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,143,785 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,151,115 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,294 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,244 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,244 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,292,639 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,230,434 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,237,764 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,292,639 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,230,434 | 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 | $1,292,639 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,230,434 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,292,639 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,230,434 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,292,639 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$62,205 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,230,434 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,230,434 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $160,251 | $176,064 | -$15,813 | -$15,813 |
| CAPITAL GAIN DISTRIBUTIONS | $16,992 | $16,992 | $16,992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,179 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,083 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,317,409 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048643 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,416 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,414,656 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046242 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $62,586 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,357,055 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046119 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $62,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,276,433 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049121 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,289,117 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048095 | DistributionYr5Rt |
| Total Distribution | 0.238220 | TotalDistributionRt |
| Average Distribution | 0.047644 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,228,855 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $58,548 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $161 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $58,709 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $76,889 | 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 | $161 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $161 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $161 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $900 | TotalPaymentsAndCreditsAmt |
| Overpayment | $739 | OverpaymentAmt |
| Applied To ES Tax | $739 | 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 |
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 | NE | 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 | $1,186,940 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,629 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,247,569 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,247,569 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,714 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,228,855 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,443 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,443 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $161 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $161 | TotalTaxAmt |
| Distributable Before Adj | $61,282 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $61,282 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $61,282 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,889 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $76,889 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $161 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $76,728 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,282 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $64,992 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Total For Prior Years | $3,775 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,889 | QualifyingDistributionsAmt |
| Applied To Year1 | $64,992 | AppliedToYear1Amt |
| Applied To Prior Years | $3,775 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,122 | 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 | $53,160 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANIMAL RESCUE AND FOSTER PROGRAM | ||||||
| 705 MILNER DRIVE | GREENSBORO | NC | 27410 | PC | FOR SUPPORT OF ANIMALS IN THE COMMUNITY | $100 |
| ARTS OF GREENSBORO | ||||||
| 200 N DAVIE ST SUITE 201 | GREENSBORO | NC | 27401 | PC | FOR SUPPORT OF ARTS IN THE COMMUNITY | $1,000 |
| CAROLINA THEATRE | ||||||
| 5400 OLD LAKE JEANETTE ROAD | GREENSBORO | NC | 27401 | PC | PRESENTING PERFORMING ARTS & CINEMA & FACILITATING THE RENTAL OF THE CITY OWNED CAROLINA THEATRE | $125 |
| CENTER FOR CREATIVE LEADERSHIP | ||||||
| 310 S GREENE ST | GREENSBORO | NC | 27410 | PC | HELPING NONPROFITS BUILD AND SUSTAIN THEIR CREATIVE LEADERSHIP CAPACITY | $1,000 |
| CANTERBURY SCHOOL | ||||||
| 5400 OLD LAKE JEANETTE ROAD | GREENSBORO | NC | 27455 | PC | FOR SUPPORT IN EDUCATION | $3,500 |
| COMMUNITY FOUNDATION OF GREATER GREENSBORO | ||||||
| 330 SOUTH GREENE STREET NO 100 | GREENSBORO | NC | 27401 | PC | SUPPORT TO A BROAD RANGE OF COMMUNITY NEEDS, NONPROFIT ORGANIZATIONS, AND EDUCATION | $550 |
| COMMUNITY THEATER OF GREENSBORO | ||||||
| 200 NORTH DAVIE STREET SUITE 2 | GREENSBORO | NC | 27401 | PC | FOR SUPPORT OF THEATRE IN THE COMMUNITY | $5,000 |
| FAMILY SERVICE OF GREENSBORO FOUNDATION | ||||||
| 902 BONNER DRIVE | JAMESTOWN | NC | 27282 | SO II | TO SUPPORT AND ASSIST FAMILY SERVICE OF THE PIEDMONT, INC | $1,500 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 617 N ELM STREET | GREENSBORO | NC | 27401 | PC | FOR SUPPORT OF ACTIVITIES AT FIRST PRESBYTERIAN CHURCH | $10,114 |
| GREENSBORO ART ORGANIZATION | ||||||
| 200 N DAVIE ST SUITE 201 | GREENSBORO | NC | 27401 | PC | FOR SUPPORT OF ARTS IN THE COMMUNITY | $100 |
| GREENSBORO BEAUTIFUL | ||||||
| 1001 FOURTH STREET | GREENSBORO | NC | 27405 | PC | FOR SUPPORT IN THE CONSERVATION AND ENHANCEMENT OF THE BEAUTY AND ECOLOGY OF THE COMMUNITY | $200 |
| GREENSBORO CHILDREN'S MUSEUM | ||||||
| 220 N CHURCH STREET | GREENSBORO | NC | 27401 | PC | TO ESTABLISH AND CONDUCT EDUCATIONAL PROGRAMS FOR CHILDREN | $1,000 |
| GREENSBORO DAY SCHOOL | ||||||
| 5401 LAWNDALE DRIVE | GREENSBORO | NC | 27455 | PC | FOR SUPPORT IN EDUCATION | $2,500 |
| 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 WEST LEE STREET | GREENSBORO | NC | 27406 | PC | TO EXPRESS THE LOVE OF GOD TO PEOPLE IN NEED THROUGH PRACTICAL ACTION IN THE GREATER GREENSBORO AREA | $1,000 |
| HABITAT FOR HUMANITY GREATER GREENSBORO | ||||||
| 603-B N ELM STREET | GREENSBORO | NC | 27401 | PC | SUPPORTS A BROAD RANGE OF COMMUNITY NEEDS | $100 |
| NATURAL SCIENCE CENTER OF GREENSBORO | ||||||
| 4301 LAWNDALE DRIVE | GREENSBORO | NC | 27455 | PC | FOR SUPPORT IN SCIENCE EDUCATION | $1,500 |
| PRINCETON UNIVERSITY | ||||||
| 106 ALEXANDER STREET | PRINCETON | NJ | 08540 | PC | FOR SUPPORT OF ACTIVITIES AT PRINCETON UNIVERSITY | $1,000 |
| SENIOR RESOURCES OF GUILFORD COUNTY | ||||||
| 301 EAST WASHINGTON STREET | GREENSBORO | NC | 27401 | PC | TO PROVIDE DIRECT SERVICES, REFERRALS, ADVOCACY, AND VOLUNTEER OPPORTUNITIES TO OLDER ADULTS | $1,000 |
| REACH OUT FIRST INC | ||||||
| 707 NORTH GREENE STREET | GREENSBORO | NC | 27401 | PC | FOR SUPPORT IN JOB READINESS FOR UNEMPLOYED AND LOW INCOME PERSONS. | $1,500 |
| SALEM COLLEGE | ||||||
| 601 SOUTH CHURCH STREET | WINSTON SALEM | NC | 27101 | PC | FOR SUPPORT IN EDUCATION | $5,500 |
| TRIAD STAGE | ||||||
| 232 SOUTH ELM STREET | GREENSBORO | NC | 27401 | PC | FOR SUPPORT OF THEATRE IN THE COMMUNITY | $5,000 |
| UNITED WAY OF GREENSBORO | ||||||
| 1500 YANCEYVILLE STREET | GREENSBORO | NC | 27405 | PC | FOR SUPPORT OF PROGRAMS OF GREATER GREENSBORO UNITED WAY | $10,000 |
| GRACE CHURCH BROOKLYN HEIGHTS | ||||||
| 254 HICKS STREET | BROOKLYN | NY | 11201 | PC | FOR SUPPORT OF ACTIVITIES AT GRACE CHURCH BROOKLYN HEIGHTS | $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 AND TO ADDRESS TODAY'S CHALLENGES | $300 |
| MARCH OF DIMES | ||||||
| 6504 FALLS OF NEUS ROAD | RALEIGH | NC | 27615 | PC | TO IMPROVE THE HEALTH OF BABIES BY PREVENTING BIRTH DEFECTS, PREMATURE BIRTH AND INFANT MORTALITY | $400 |
| PRESERVATION FOUNDATION OF PALM BEACH | ||||||
| 311 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | PC | HISTORIC PRESERVATION | $7,400 |
| ROYAL POINCIANA CHAPEL | ||||||
| 60 COCOANUT ROW | PALM BEACH | FL | 33480 | PC | FOR SUPPORT OF ACTIVITIES AT ROYAL POINCIANA CHAPEL | $5,000 |
| YMCA OF GREENSBORO | ||||||
| 501 W MARKET ST | GREENSBORO | NC | 27406 | PC | TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL | $1,000 |
| WOODBERRY FOREST SCHOOL | ||||||
| 898 WOODBERRY FOREST ROAD | WOODBERRY FOREST | VA | 22989 | PC | FOR SUPPORT IN EDUCATION | $2,500 |
| SUSAN G KOMEN | ||||||
| PO BOX 650309 | DALLAS | TX | 75265 | PC | SUPPORT FOR THE FIGHT TO ERADICATE BREAST CANCER AS A LIFE-THREATENING DISEASE BY ADVANCING RESEARCH, EDUCATION, SCREENING AND TREATMENT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,889 | 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 | $32,217 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,179 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,396 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,396 | 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 | $4,000 | Amt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION IS MAKING AN ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) WHEREBY IT IS MAKING A DISTRIBUTION IN 2016 OF $3,775 OUT OF THE UNDISTRIBUTED INCOME FROM 2015. SEE PAGE 9, PART XIII, BOX 4B WHERE THIS IS REFLECTED. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 12279.00 SH HC CAPITAL TRUST FIXED INCOME OPPORTUNITY PORTFOLIO | AT COST | $83,209 | $83,005 |
| 7619.89 SH HC CAPITAL TRUST THE INFLATION PROTECTED SECURITIES PORTFOLIO | AT COST | $76,435 | $76,428 |
| 5496.87 SH HC CAPITAL TRUST US CORPORATE FIXED INCOME SECURITIES PORTFOLIO | AT COST | $54,595 | $54,089 |
| 4885.61 SH HC CAPITAL TRUST US GOVERNMENT FIXED INCOME SECURITIES PORTFOLIO | AT COST | $48,760 | $47,635 |
| 4329.68 SH HC CAPITAL TRUST US MORTGAGE/ASSET BACKED FIXED INCOME SECURITIE | AT COST | $43,156 | $41,522 |
| 1238.46 SH HC CAPITAL TR INST SMALL CAP EQUITY PORTFOLIO | AT COST | $12,683 | $19,939 |
| 7333.06 SH HC CAPITAL TRUST COMMODITY RELATED SECURITIES PORTFOLIO | AT COST | $74,526 | $63,504 |
| 9075.39 SH HC CAPITAL TRUST EMERGING MKTS PORTFOLIO | AT COST | $162,919 | $141,122 |
| 35890.19 SH HC CAPITAL TRUST INSTITUTIONAL INTERNATIONAL EQUITY PORTFOLIO | AT COST | $344,055 | $335,932 |
| 11459.27 SH HC CAPITAL TRUST INSTL GRWTH EQUITY PORTFOLIO | AT COST | $133,519 | $162,378 |
| 9973.07 SH HC CAPITAL TRUST INSTL VALUE EQUITY FD | AT COST | $109,928 | $125,561 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TIMING DIFFERENCE | Desc |
| BOY Book Value | $1,294 | BOYBookValueAmt |
| EOY Book Value | $1,244 | EOYBookValueAmt |
| EOYFMV | $1,244 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $117 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $117 | 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 | $11,695 | Amt |
| Net Investment Income | $11,695 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,489 | $1,489 | $0 |
| FEDERAL TAXES | $1,411 | $0 | $0 |