JAMES AND PAMELA GRIFFITH FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND PAMELA GRIFFITH FAMILY FOUNDATION (EIN 47-6643262)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-24
- IRS object ID
- 202532979349100913
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-24T13:24:32-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5255 EAST WILLIAMS CIRCLE SUITE | AddressLine1Txt |
| Address Line2 | 5000 | AddressLine2Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476643262 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES AND PAMELA GRIFFITH FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 3305757733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7550 NORTH SECRET CANYON DRIVE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES GRIFFITH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3305757733 | PhoneNum |
| Signature | 2025-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HERB HOFFMAN CPA | PreparerPersonNm |
| PTIN | P00177945 | PTIN |
| Phone | 5207903500 | PhoneNum |
| Preparation | 2025-10-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,631,115 | 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 |
| Interest On Sav Rev And Expnss | $23,149 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,149 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $164,088 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $164,088 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $531,771 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,238,842 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $531,920 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$34,539 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$34,891 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $684,469 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $684,266 | 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 |
| Other Prof Fees Rev And Expnss | $60,633 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,633 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,133 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,633 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $420,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $420,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $483,133 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,633 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $420,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $201,336 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $623,633 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $262,308 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $295,585 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $295,585 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $410,045 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $414,726 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $398,868 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,027,751 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,955,735 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $722,596 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $725,730 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $700,071 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,168,046 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,300,539 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,280,856 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,562,995 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,764,331 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,631,115 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $7,562,995 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,764,331 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,562,995 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,764,331 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,562,995 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,764,331 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,562,995 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $201,336 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,764,331 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,764,331 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2024-01-01 | 2024-12-31 | $3,131,159 | $2,704,663 | $426,496 | $426,496 | |
| COMMUNITAS CAPITAL FUND II, LP | 2024-01-01 | 2024-12-31 | $2,259 | -$2,259 | -$2,259 | ||
| CAPITAL GAINS DIVIDENDS | $107,683 | $107,683 | $107,683 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $531,920 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,668 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,668 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,668 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,174 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $14,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,174 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,506 | OverpaymentAmt |
| Applied To ES Tax | $11,506 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES W GRIFFITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3305757733 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7550 NORTH SECRET CANYON DRIVE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES W GRIFFITH | ||||||||
| 7550 NORTH SECRET CANYON DRIVE | TUCSON | AZ | 85718 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| PAMELA R GRIFFITH | ||||||||
| 7550 NORTH SECRET CANYON DRIVE | TUCSON | AZ | 85718 | CO-TRUSTEE | 1.00 | $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 | $9,291,281 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $201,637 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,492,918 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,492,918 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $142,394 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,350,524 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $467,526 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $467,526 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,668 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,668 | TotalTaxAmt |
| Distributable Before Adj | $458,858 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $458,858 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $458,858 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $420,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $420,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $458,858 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $401,727 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $420,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $401,727 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,273 | 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 | $440,585 | 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 | JAMES W GRIFFITH | ContributingManagerNm |
| Contributing Manager | PAMELA R GRIFFITH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES W GRIFFITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7550 NORTH SECRET CANYON DRIVE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3305757733 | RecipientPhoneNum |
| Form And Info And Materials | NO STANDARD FORM REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIFFITH FAMILY CHARITABLE FUND CO AMERIAN ENDOWMENT FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 DARROW RD STE 118 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $420,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $420,000 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,149 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $164,088 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $531,771 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 01 | $148 |
| RETURN OF CAPITAL | 01 | $598 |
| COMMUNITAS CAPITAL FUND II | 18 | -$35,039 |
| COMMUNITAS CAPITAL FUND II | 18 | -$246 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $684,469 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $684,469 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (59 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN HIGH INCOME FUND - 5,769.591 SHARES | $51,811 | $52,503 |
| BANK OF AMERICA CORP VARIABLE 3.559% - 10,000 SHARES | $9,806 | $9,839 |
| BANK OF NEW YORK MELLON CORP/THE .75% - 10,000 SHARES | $9,606 | $9,607 |
| BANK OF NOVA SCOTIA/THE 1.05% - 10,000 SHARES | $9,639 | $9,592 |
| BANK OF NOVA SCOTIA/THE 2.2% - 10,000 SHARES | $9,798 | $9,975 |
| BLACKROCK INC 1. 9% - 12,000 SHARES | $10,083 | $10,114 |
| BP CAPITAL MARKETS AMERICA INC 3.796% - 10,000 SHARES | $9,978 | $9,955 |
| BRANDYWINEGLOBAL HIGH YIELD FUND - 5,114.602 SHARES | $51,811 | $52,783 |
| CHARLES SCHWAB CORP/THE .9% - 10,000 SHARES | $9,386 | $9,568 |
| FANNIE MAE POOL FN 190337 5% - 849.2 SHARES | $873 | $843 |
| FANNIE MAE POOL FN 254983 5.5% - 1,040.33 SHARES | $1,079 | $1,047 |
| FANNIE MAE POOL FN 735925 5% - 1,780.61 SHARES | $1,846 | $1,767 |
| FANNIE MAE POOL FN 745946 5.5% - 456.78 SHARES | $474 | $462 |
| FANNIE MAE POOL FN 931636 4.5% - 792.32 SHARES | $816 | $768 |
| FANNIE MAE POOL FN AB2046 3% - 245.36 SHARES | $246 | $243 |
| FANNIE MAE POOL FN AB8881 3% - 4,829.94 SHARES | $4,858 | $4,261 |
| FANNIE MAE POOL FN AD1075 4.5% - 1,898.37 SHARES | $1,965 | $1,840 |
| FANNIE MAE POOL FN AJ7715 3% - 508.26 SHARES | $511 | $501 |
| FANNIE MAE POOL FN AJ9354 3% - 287.11 SHARES | $289 | $283 |
| FANNIE MAE POOL FN AL5851 3.5% - 7,664.10 SHARES | $7,760 | $7,510 |
| FANNIE MAE POOL FN AS8960 4% - 10,740.91 SHARES | $11,329 | $9,930 |
| FANNIE MAE POOL FN AT2720 3% - 4,990.62 SHARES | $5,051 | $4,403 |
| FANNIE MAE POOL FN AV2359 4% - 2,927.97 SHARES | $3,014 | $2,748 |
| FANNIE MAE POOL FN BM1423 2.5% - 4,899.72 SHARES | $4,833 | $4,624 |
| FANNIE MAE POOL FN BM4614 3% - 3,961.36 SHARES | $3,966 | $3,790 |
| FANNIE MAE POOL FN CA0853 3.5% - 4,804.21 SHARES | $4,774 | $4,320 |
| FANNIE MAE POOL FN CA4108 3% - 36,804.60 SHARES | $38,608 | $31,901 |
| FANNIE MAE POOL FN CA6028 2.5% - 20,592.12 SHARES | $16,470 | $17,130 |
| FANNIE MAE POOL FN CA6635 2.5% - 16,822.31 SHARES | $15,090 | $13,963 |
| FANNIE MAE POOL FN CB2243 2.5% - 22,670.38 SHARES | $20,676 | $20,676 |
| FANNIE MAE POOL FN FM3522 3% - 6,081.21 SHARES | $5,988 | $5,819 |
| FANNIE MAE POOL FN FM8779 2.5% - 17,811.20 SHARES | $16,197 | $14,736 |
| FANNIE MAE POOL FN FS2009 3% - 9,630.80 SHARES | $9,149 | $8,295 |
| FANNIE MAE POOL FN FS2142 3.5% - 21,295.79 SHARES | $20,608 | $19,065 |
| FANNIE MAE POOL FN MA3120 3.5% - 23,178.82 SHARES | $21,075 | $20,803 |
| FREDDIE MAC GOLD POOL FG A74793 5% - 1,091.06 SHARES | $1,129 | $1,089 |
| FREDDIE MAC GOLD POOL FG G05646 4.5% - 994.71 SHARES | $1,025 | $966 |
| FREDDIE MAC GOLD POOL FG G08051 5% - 990.66 SHARES | $1,024 | $984 |
| FREDDIE MAC GOLD POOL FG G08368 4.5% - 2,544.15 SHARES | $2,631 | $2,470 |
| FREDDIE MAC GOLD POOL FG G60080 3.5% - 3,832.01 SHARES | $3,904 | $3,464 |
| FREDDIE MAC GOLD POOL FR SB0302 3% - 11,848.54 SHARES | $12,294 | $11,134 |
| FREDDIE MAC POOL FR RA6567 3% - 17,462.08 SHARES | $14,996 | $15,114 |
| FREDDIE MAC POOL FR SD0612 2.5% - 31,896.72 SHARES | $33,014 | $26,652 |
| FREDDIE MAC POOL FR SD5279 3% - 24,431.70 SHARES | $21,256 | $21,015 |
| FREDDIE MAC POOL FR SD7519 3.5% - 26,609.97 SHARES | $23,084 | $24,000 |
| FREDDIE MAC POOL FR ZS8573 2.5% - 23,218.21 SHARES | $22,627 | $22,094 |
| FREDDIE MAC POOL FR ZT0534 3.5% - 15,641.71 SHARES | $16,548 | $14,083 |
| GOLDMAN SACHS GROUP INC/THE VARIABLE 2.65% - 12,000 SHARES | $11,279 | $10,143 |
| HOME DEPOT INC 4.875% - 10,000 SHARES | $9,982 | $10,095 |
| HSBC HOLDINGS PLC VARIABLE 3.973% - 10,000 SHARES | $9,412 | $9,439 |
| INTERNATIONAL BUSINESS MACHINES CORP 3.45% - 10,000 SHARES | $9,920 | $9,867 |
| INTERNATIONAL BUSINESS MACHINES CORP 3.5% - 10,000 SHARES | $9,625 | $9,478 |
| MORGAN STANLEY VARIABLE 4.654% - 20,000 SHARES | $19,812 | $19,571 |
| ROYAL BANK OF CANADA .875% - 21,000 SHARES | $20,345 | $20,209 |
| SHELL FINANCE US INC 2.375% - 11,000 SHARES | $10,100 | $9,865 |
| TOYOTA MOTOR CREDIT CORP .8% - 10,000 SHARES | $9,656 | $9,636 |
| TOYOTA MOTOR CREDIT CORP 1.125% - 10,000 SHARES | $9,430 | $9,523 |
| TRUIST FINANCIAL CORP 1.267% - 10,000 SHARES | $9,600 | $9,590 |
| VANGUARD EMERGING MARKETS BOND FUND - 2,319.408 SHARES | $53,574 | $53,926 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (91 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC - 217 SHARES | $36,257 | $38,561 |
| ACCENTURE PLC - 75 SHARES | $27,743 | $26,384 |
| ADOBE INC - 92 SHARES | $36,142 | $40,911 |
| AIRBNB INC - 131 SHARES | $15,430 | $17,215 |
| ALLIANT ENERGY CORP - 279 SHARES | $11,525 | $16,500 |
| ALLSTATE CORP/THE - 143 SHARES | $29,136 | $27,569 |
| ALPHABET INC - 290 SHARES | $15,627 | $55,228 |
| ALPHABET INC - 449 SHARES | $34,913 | $84,996 |
| AMAZON.COM INC - 595 SHARES | $72,951 | $130,537 |
| AMERICAN BEACON AHL MANAGED FUTURES - 12,762.927 SHARES | $128,650 | $128,395 |
| AMPHENOL CORP - 370 SHARES | $6,406 | $25,697 |
| ARISTA NETWORKS INC - 324 SHARES | $3,933 | $35,812 |
| ARTHUR J GALLAGHER & CO - 139 SHARES | $6,430 | $39,455 |
| ARTISAN DEVELOPING WORLD FUND - 10,194.74 SHARES | $135,409 | $220,716 |
| ARTISAN MID CAP FUND - 3,256.254 SHARES | $113,637 | $135,525 |
| AT&T INC - 1,913 SHARES | $35,002 | $43,559 |
| AUTODESK INC - 122 SHARES | $27,490 | $36,060 |
| BLACKROCK INC - 28 SHARES | $9,124 | $28,703 |
| CHEVRON CORP - 208 SHARES | $18,439 | $30,127 |
| CHIPOTLE MEXICAN GRILL INC - 565 SHARES | $24,666 | $34,070 |
| CHUBB LTD - 97 SHARES | $13,214 | $26,801 |
| COMCAST CORP - 668 SHARES | $23,729 | $25,070 |
| CONOCO PHILLIPS - 356 SHARES | $14,830 | $35,305 |
| COSTCO WHOLESALE CORP - 52 SHARES | $17,552 | $47,646 |
| CROWN CASTLE INC - 272 SHARES | $41,854 | $24,687 |
| DARDEN RESTAURANTS INC = 172 SHARES | $27,616 | $32,111 |
| ELI LILLY & CO - 115 SHARES | $9,279 | $88,780 |
| EXELON CORP - 830 SHARES | $25,855 | $31,241 |
| EXXON MOBIL CORP - 687 SHARES | $50,055 | $73,901 |
| FIDELITY NATIONAL INFORMATION SERVICES INC - 299 SHARES | $20,988 | $24,150 |
| FIFTH THIRD BANCORP - 782 SHARES | $28,704 | $33,063 |
| FISERV INC - 160 SHARES | $16,797 | $32,867 |
| GENERAL DYNAMICS CORP - 99 SHARES | $16,760 | $26,086 |
| CQG PARTNERS EMERGING MARKETS EQUITY FUND - 19,051.077 SHARES | $329,965 | $315,105 |
| HERSHEY CO/THE - 251 SHARES | $38,824 | $42,507 |
| HOME DEPOT INC/THE - 129 SHARES | $21,484 | $50,180 |
| HUBBELL INC - 47 SHARES | $5,110 | $19,688 |
| ILLINOIS TOOL WORKS INC - 750 SHARES | $118,905 | $190,170 |
| ISHARES CORE S&P MID-CAP ETF - 5,688 SHARES | $154,535 | $354,419 |
| ISHARES CORE S&P SMALL-CAP ETF - 3,022 SHARES | $163,150 | $348,195 |
| ISHARES S&P SMALL-CAP 600 VALUE ETF - 1,877 SHARES | $185,807 | $204,947 |
| JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND - 7,091.099 SHARES | $188,110 | $191,034 |
| JOHNSON & JOHNSON - 295 SHARES | $44,451 | $42,663 |
| JPMORGAN CHASE & CO - 282 SHARES | $24,610 | $67,598 |
| KEURIG DR PEPPER INC - 745 SHARES | $25,121 | $23,929 |
| LOCKHEED MARTIN CORP - 53 SHARES | $30,089 | $25,755 |
| MASTERCARD INC - 68 SHARES | $13,501 | $35,807 |
| MCCORMICK & CO INC/MD - 363 SHARES | $30,028 | $27,675 |
| MCDONALD'S CORP - 96 SHARES | $24,033 | $27,829 |
| MERCK & CO INC - 583 SHARES | $36,184 | $57,997 |
| META PLATFORMS INC - 83 SHARES | $14,892 | $48,597 |
| METLIFE INC - 258 SHARES | $6,922 | $21,125 |
| MICROCHIP TECHNOLOGY INC - 247 SHARES | $22,877 | $14,165 |
| MICROSOFT CORP - 455 SHARES | $49,299 | $191,783 |
| MONDELEZ INTERNATIONAL INC - 423 SHARES | $28,645 | $25,266 |
| MONSTER BEVERAGE CORP - 585 SHARES | $28,393 | $30,748 |
| NETFLIX INC - 54 SHARES | $13,261 | $48,131 |
| NEXTERA ENERGY INC - 445 SHARES | $16,919 | $31,902 |
| NVIDIA CORP - 1,143 SHARES | $5,221 | $153,493 |
| O'REILLY AUTOMOTIVE INC - 21 SHARES | $7,067 | $24,902 |
| PACKAGING CORP OF AMERICA - 120 SHARES | $17,789 | $27,016 |
| PNC FINANCIAL SERVICES GROUP INC/THE - 177 SHARES | $27,288 | $34,134 |
| PZENA EMERGING MARKETS VALUE FUND/USA - 10,649.326 SHARES | $129,709 | $126,514 |
| QUALCOMM INC - 55 SHARES | $2,555 | $8,449 |
| QUANTA SERVICES INC - 66 SHARES | $20,263 | $20,859 |
| ROSS STORES INC - 244 SHARES | $26,565 | $36,910 |
| S&P GLOBAL INC - 47 SHARES | $21,535 | $23,407 |
| SALESFORCE INC - 103 SHARES | $14,526 | $34,436 |
| SBA COMMUNICATIONS CORP - 60 SHARES | $17,173 | $12,228 |
| SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX - 18,760 SHARES | $523,336 | $623,020 |
| STRYKER CORP - 164 SHARES | $37,056 | $59,048 |
| SYSCO CORP - 353 SHARES | $20,813 | $26,990 |
| TE CONNECTIVITY PLC - 100 SHARES | $7,403 | $14,297 |
| TEXAS INSTRUMENTS INC - 88 SHARES | $9,287 | $16,501 |
| THERMO FISHER SCIENTIFIC INC - 36 SHARES | $8,440 | $18,728 |
| TJX COS INC/THE - 548 SHARES | $48,331 | $66,204 |
| T-MOBILE US INC - 262 SHARES | $39,125 | $57,831 |
| TRANSDIGM GROUP INC - 18 SHARES | $15,860 | $22,811 |
| UNION PACIFIC CORP - 171 SHARES | $35,729 | $38,995 |
| UNITEDHEALTH GROUP INC - 81 SHARES | $28,412 | $40,975 |
| VANGUARD FTSE DEVELOPED MARKETS ETF - 6,749 SHARES | $348,822 | $322,737 |
| VANGUARD INTERNATIONAL GROWTH FUND - 6,057.331 SHARES | $628,085 | $615,243 |
| VERISK ANALYTICS INC - 104 SHARES | $18,261 | $28,645 |
| VERIZON COMMUNICATIONS INC - 739 SHARES | $38,589 | $29,553 |
| VIRTUS KAR SMALL-CAP GROWTH FUND - 3,961.608 SHARES | $114,213 | $132,357 |
| VISA INC - 146 SHARES | $19,914 | $46,142 |
| WALMART INC - 537 SHARES | $15,311 | $48,518 |
| WASTE MANAGEMENT INC - 173 SHARES | $8,174 | $34,910 |
| WORKDAY INC - 88 SHARES | $19,151 | $22,707 |
| XCEL ENERGY INC - 484 SHARES | $31,165 | $32,680 |
| ZOETIS INC - 120 SHARES | $11,325 | $19,552 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $414,726 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $398,868 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABSOLUTE CONVERTIBLE ARBITRAGE FUND - 9,168.749 SHARES | AT COST | $100,214 | $102,690 |
| BLACKROCK TACTICAL OPPORTUNITIES FUND - 7,567.659 SHARES | AT COST | $105,115 | $112,455 |
| CALAMOS MARKET NEUTRAL INCOME FUND - 17,553.171 SHARES | AT COST | $260,840 | $262,069 |
| GMO OPPORTUNISTIC INCOME FUND - 4,270.817 SHARES | AT COST | $104,336 | $102,713 |
| JPMORGAN HEDGED EQUITY FUND - 7,432.968 SHARES | AT COST | $179,952 | $246,775 |
| JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND - 9,080.595 SHARES | AT COST | $104,336 | $104,154 |
| COMMUNITAS CAPITAL FUND II, LP | AT COST | $445,746 | $350,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $148 | $148 | $148 |
| RETURN OF CAPITAL | $598 | $598 | |
| COMMUNITAS CAPITAL FUND II | -$35,039 | -$35,039 | -$35,039 |
| COMMUNITAS CAPITAL FUND II | -$246 | -$246 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $60,633 | Amt |
| Net Investment Income | $60,633 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |