GRIFFIN FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GRIFFIN FAMILY FOUNDATION (EIN 56-2114288)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-23
- IRS object ID
- 201621449349100457
- Schema version
- 2015v2.1
- 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 | 2016-05-23T12:20:38-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-18 | 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 | 2016-05-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,226,700 | 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 | $39,651 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,651 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,853 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $154,054 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,853 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $102,504 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,504 | 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 | $9,340 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,340 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,055 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,290 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,455 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,690 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,961 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,961 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,416 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,690 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,961 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,088 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,814 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,054 | CashBOYAmt |
| Cash EOY | $3,269 | CashEOYAmt |
| Cash EOYFMV | $3,269 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,269 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,852 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,852 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,246,382 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,271,224 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,205,285 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $846 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,294 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,294 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,271,551 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,292,639 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,226,700 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,271,551 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,292,639 | 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 | $1,271,551 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,292,639 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,271,551 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,292,639 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,271,551 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,088 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,292,639 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,292,639 | 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 | $98,176 | $91,201 | $6,975 | $6,975 |
| CAPITAL GAIN DISTRIBUTIONS | $55,878 | $55,878 | $55,878 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,853 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $65,416 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,414,656 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046242 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $62,586 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,357,055 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046119 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $62,700 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,276,433 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049121 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $62,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,289,117 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048095 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $63,836 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,229,748 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051910 | DistributionYr5Rt |
| Total Distribution | 0.241487 | TotalDistributionRt |
| Average Distribution | 0.048297 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,317,409 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,627 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $878 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $64,505 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $64,961 | 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 | $878 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $878 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $878 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $622 | OverpaymentAmt |
| Applied To ES Tax | $622 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2014 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 | $1,284,131 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,340 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,337,471 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,337,471 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,062 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,317,409 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,870 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,870 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $878 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $878 | TotalTaxAmt |
| Distributable Before Adj | $64,992 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,992 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,992 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,961 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $64,961 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $878 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $64,083 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,992 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,736 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,961 | QualifyingDistributionsAmt |
| Applied To Year1 | $64,961 | 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 | $3,775 | Taxable2Amt |
| Undistributed Income CY | $64,992 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALIGHT INC | ||||||
| 501 N ELAM AVENUE NO 2-006 | GREENSBORO | NC | 27403 | PC | FOR CANCER PATIENT SUPPORT | $2,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | PC | JUMP ROPE FOR HEART PROGRAM | $200 |
| ARTS OF GREENSBORO | ||||||
| 200 N DAVIE ST SUITE 201 | GREENSBORO | NC | 27401 | PC | FOR SUPPORT OF ARTS IN THE COMMUNITY | $100 |
| CANTERBURY SCHOOL | ||||||
| 5400 OLD LAKE JEANETTE ROAD | GREENSBORO | NC | 27455 | PC | FOR SUPPORT IN EDUCATION | $1,300 |
| CHILDRENS HOME SOCIETY OF NC | ||||||
| PO BOX 14608 | GREENSBORO | NC | 27415 | PC | FOR SUPPORT IN ADOPTION AND FOSTER CARE PLACEMENTS | $125 |
| 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 | $10,550 |
| 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 | $1,000 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 617 N ELM STREET | GREENSBORO | NC | 27401 | PC | FOR SUPPORT OF ACTIVITIES AT FIRST PRESBYTERIAN CHURCH | $20,500 |
| GREENSBORO BEAUTIFUL | ||||||
| 1001 FOURTH STREET | GREENSBORO | NC | 27405 | PC | FOR SUPPORT IN THE CONSERVATION AND ENHANCEMENT OF THE BEAUTY AND ECOLOGY OF THE COMMUNITY | $100 |
| GREENSBORO DAY SCHOOL | ||||||
| 5401 LAWNDALE DRIVE | GREENSBORO | NC | 27455 | PC | FOR SUPPORT IN EDUCATION | $1,000 |
| GREENSBORO SYMPHONY | ||||||
| 200 NORTH DAVIE STREET SUITE 301 | GREENSBORO | NC | 27401 | PC | TO ENRICH THE CULTURAL LIFE OF GREENSBORO THROUGH QUALITY MUSIC AND MUSIC EDUCATION PROGRAMS | $1,000 |
| NATURAL SCIENCE CENTER OF GREENSBORO | ||||||
| 4301 LAWNDALE DRIVE | GREENSBORO | NC | 27455 | PC | FOR SUPPORT IN SCIENCE EDUCATION | $500 |
| LEAD THE WAY FUND | ||||||
| PO BOX 281 | MANHASSET | NY | 11030 | PC | TO SUPPORT DISABLED US ARMY RANGERS AND THEIR FAMILIES | $1,000 |
| PRINCETON UNIVERSITY | ||||||
| 106 ALEXANDER STREET | PRINCETON | NJ | 08540 | PC | FOR SUPPORT OF ACTIVITIES AT PRINCETON UNIVERSITY | $486 |
| REACH OUT FIRST INC | ||||||
| 707 NORTH GREENE STREET | GREENSBORO | NC | 27401 | PC | FOR SUPPORT IN JOB READINESS FOR UNEMPLOYED AND LOW INCOME PERSONS. | $100 |
| SALEM COLLEGE | ||||||
| 601 SOUTH CHURCH STREET | WINSTON SALEM | NC | 27101 | PC | FOR SUPPORT IN EDUCATION | $5,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,961 | 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 | $39,651 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,853 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $102,504 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,504 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 13891.19 SH HC CAPITAL TRUST FIXED INCOME OPPORTUNITY PORTFOLIO | AT COST | $95,124 | $90,154 |
| 8507.08 SH HC CAPITAL TRUST THE INFLATION PROTECTED SECURITIES PORTFOLIO | AT COST | $85,354 | $83,369 |
| 6799.69 SH HC CAPITAL TRUST US CORPORATE FIXED INCOME SECURITIES PORTFOLIO | AT COST | $67,705 | $64,801 |
| 5683.59 SH HC CAPITAL TRUST US GOVERNMENT FIXED INCOME SECURITIES PORTFOLIO | AT COST | $56,759 | $56,325 |
| 5860.03 SH HC CAPITAL TRUST US MORTGAGE/ASSET BACKED FIXED INCOME SECURITIE | AT COST | $52,563 | $51,258 |
| 1658.68 SH HC CAPITAL TR INST SMALL CAP EQUITY PORTFOLIO | AT COST | $19,165 | $24,034 |
| 10866.34 SH HC CAPITAL TRUST COMMODITY RELATED SECURITIES PORTFOLIO | AT COST | $116,935 | $76,390 |
| 8987.80 SH HC CAPITAL TRUST EMERGING MKTS PORTFOLIO | AT COST | $163,134 | $125,697 |
| 35069.59 SH HC CAPITAL TRUST INSTITUTIONAL INTERNATIONAL EQUITY PORTFOLIO | AT COST | $336,441 | $321,588 |
| 12434.50 SH HC CAPITAL TRUST INSTL GRWTH EQUITY PORTFOLIO | AT COST | $147,989 | $180,425 |
| 11482.39 SH HC CAPITAL TRUST INSTL VALUE EQUITY FD | AT COST | $130,055 | $131,244 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TIMING DIFFERENCE | Desc |
| BOY Book Value | $846 | BOYBookValueAmt |
| EOY Book Value | $1,294 | EOYBookValueAmt |
| EOYFMV | $1,294 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $60 | 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 | $9,340 | Amt |
| Net Investment Income | $9,340 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,290 | $1,290 | $0 |
| FEDERAL TAXES | $1,765 | $0 | $0 |