GRIFFIN FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GRIFFIN FAMILY FOUNDATION (EIN 56-2114288)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-10
- IRS object ID
- 201211319349100721
- Schema version
- 2011v1.2
- 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
- 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) |
|---|---|---|
| Timestamp | 2012-05-10T09:31:39-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560571159 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD ROBINSON & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19608 | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 274199608 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562114288 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIFFIN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GRIF | NameControl |
| Phone | 3362724157 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 814 W MARKET STREET | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 274011813 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HAYNES G GRIFFIN | Name |
| Title | PRESIDENT/TREASURER | Title |
| Phone | 3362724157 | Phone |
| Date Signed | 2012-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDDY H ROBINSON | Name |
| PTIN | P00174761 | PTIN |
| Phone | 3362944494 | Phone |
| Date Prepared | 2012-05-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1216147 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 31957 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 31919 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 31223 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 196363 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 31223 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 63180 | TotalRevenueAndExpenses |
| Total Net Investment Income | 63142 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4000 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 10280 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 10272 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 994 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 994 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 48 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 48 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 15322 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 15314 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 62000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 62000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 77322 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 15314 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 62000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -14142 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 47828 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7214 | CashBOY |
| Cash EOY | 6164 | CashEOY |
| Cash EOYFMV | 6164 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 21251 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 28382 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 28382 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 1170542 | InvestmentsOtherBOY |
| Investments Other EOY | 1149985 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1181114 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 153 | OtherAssetsBOY |
| Other Assets EOY | 487 | OtherAssetsEOY |
| Other Assets EOYFMV | 487 | OtherAssetsEOYFMV |
| Total Assets BOY | 1199160 | TotalAssetsBOY |
| Total Assets EOY | 1185018 | TotalAssetsEOY |
| Total Assets EOYFMV | 1216147 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1199160 | CapitalStockBOY |
| Capital Stock EOY | 1185018 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 1199160 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1185018 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1199160 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1185018 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1199160 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -14142 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1185018 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1185018 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| Gross Sales Price | 196363 | GrossSalesPrice |
| Cost Or Other Basis | 165140 | CostOrOtherBasis |
| Gain Or Loss | 31223 | GainOrLoss |
| Gains Minus Excess Or Losses | 31223 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 31223 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 63836 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1229748 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051910 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 65800 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1294220 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050841 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 66260 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1318274 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.050263 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 66535 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1346999 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049395 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 65443 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1351935 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.048407 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.250816 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050163 | AverageDistributionRatio |
| Net Noncharitable Assets | 1289117 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 64666 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 478 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 65144 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 62000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 957 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 957 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 957 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 161 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 161 | TotalCreditsAndPayments |
| Penalty For Underpayment | 1 | PenaltyForUnderpayment |
| Tax Due | 797 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NC | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | HAYNES G GRIFFIN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3362724157 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 814 W MARKET STREET | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 274011813 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1257979 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 50769 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1308748 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1308748 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 19631 | CashDeemedCharitable |
| Net Noncharitable Assets | 1289117 | NetNoncharitableAssets |
| Minimum Investment Return | 64456 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 64456 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 957 | TaxBasedOnInvestmentIncome |
| Total Tax | 957 | TotalTax |
| Distributable Amount Before Adj | 63499 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 63499 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 63499 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 62000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 62000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 62000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 63499 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 61200 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 62000 | QualifyingDistributions |
| Applied To Year1 | 61200 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 800 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 62699 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HAYNES G GRIFFIN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ANIMAL RESCUE & FOSTER PROGRAM | ||||||
| 705 MILNER DRIVE | GREENSBORO | NC | 27410 | 509(A)1 | GENERAL PURPOSE SUPPORT | $100 |
| CANTERBURY SCHOOL | ||||||
| 5400 OLD LAKE JEANETTE ROAD | GREENSBORO | NC | 27455 | 509(A)1 | GENERAL PURPOSE SUPPORT | $1,000 |
| CAROLINA THEATER | ||||||
| 310 SOUTH GREENE STREET | GREENSBORO | NC | 27401 | 509(A)1 | GENERAL PURPOSE SUPPORT | $100 |
| CENTER FOR CREATIVE LEADERSHIP | ||||||
| 1 LEADERSHIP PLACE | GREENSBORO | NC | 27410 | 509(A)1 | GENERAL PURPOSE SUPPORT | $1,000 |
| CHILDRENS HOME SOCIETY OF NC | ||||||
| 604 MEADOW STREET | GREENSBORO | NC | 27405 | 509(A)1 | GENERAL PURPOSE SUPPORT | $1,000 |
| CHILDREN'S MUSEUM | ||||||
| 220 NORTH ELM STREET | GREENSBORO | NC | 27401 | 509(A)1 | GENERAL PURPOSE SUPPORT | $200 |
| COMMUNITY FOUNDATION OF GREATER GREENSBORO | ||||||
| 330 SOUTH GREENE STREET SUITE 100 | GREENSBORO | NC | 27401 | 509(A)1 | GENERAL PURPOSE SUPPORT | $5,250 |
| DUKE CHILDREN'S HOSPITAL | ||||||
| 512 SOUTH MANGUM STREET SUITE 400 | DURHAM | NC | 27701 | 509(A)1 | GENERAL PURPOSE SUPPORT | $500 |
| EASTERN MUSIC FESTIVAL | ||||||
| 200 NORTH DAVIE STREET SUITE 303 | GREENSBORO | NC | 27401 | 509(A)1 | GENERAL PURPOSE SUPPORT | $500 |
| FAMILY SERVICE OF GREENSBORO FOUNDATION | ||||||
| 315 WEST WASHINGTON STREET | GREENSBORO | NC | 27401 | 509(A)3 TYPE II | GENERAL PURPOSE SUPPORT | $250 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 617 N ELM STREET | GREENSBORO | NC | 27401 | 509(A)1 | GENERAL PURPOSE SUPPORT | $15,000 |
| GREENSBORO BEAUTIFUL | ||||||
| 501 YANCEYVILLE STREET | GREENSBORO | NC | 27405 | 509(A)1 | GENERAL PURPOSE SUPPORT | $50 |
| GREENSBORO SYMPHONY | ||||||
| 200 NORTH DAVIE STREET SUITE 301 | GREENSBORO | NC | 27401 | 509(A)2 | GENERAL PURPOSE SUPPORT | $1,000 |
| GREENSBORO URBAN MINISTRY | ||||||
| 305 WEST LEE STREET | GREENSBORO | NC | 27406 | 509(A)1 | GENERAL PURPOSE SUPPORT | $1,000 |
| PRESERVATION GREENSBORO | ||||||
| 447 WEST WASHINGTON STREET | GREENSBORO | NC | 27401 | 509(A)1 | GENERAL PURPOSE SUPPORT | $100 |
| PRINCETON UNIVERSITY | ||||||
| 106 ALEXANDER STREET | PRINCETON | NJ | 08540 | 509(A)1 | GENERAL PURPOSE SUPPORT | $12,750 |
| REACH OUR FIRST | ||||||
| 707 N GREEN STREET | GREENSBORO | NC | 27401 | 503(C)3 | GENERAL PURPOSE SUPPORT | $1,000 |
| SALEM COLLEGE | ||||||
| 601 SOUTH CHURCH STREET | WINSTON SALEM | NC | 27101 | 509(A)1 | GENERAL PURPOSE SUPPORT | $5,000 |
| SENIOR RESOURCES OF GUILFORD COUNTY | ||||||
| 301 EAST WASHINGTON STREET | GREENSBORO | NC | 27401 | 509(A)1 | GENERAL PURPOSE SUPPORT | $1,000 |
| TRIAD STAGE | ||||||
| 232 SOUTH ELM STREET | GREENSBORO | NC | 27401 | 509(A)2 | GENERAL PURPOSE SUPPORT | $5,000 |
| UNITED WAY OF GREATER GREENSBORO | ||||||
| 1500 YANCEYVILLE STREET | GREENSBORO | NC | 27405 | 509(A)1 | GENERAL PURPOSE SUPPORT | $10,000 |
| UNC ASHEVILLE | ||||||
| 1 UNIVERSITY HIEGHTS | ASHEVILLE | NC | 28804 | 503(C)3 | GENERAL PURPOSE SUPPORT | $100 |
| UNITED ARTS COUNCIL | ||||||
| 200 NORTH DAVIE STREET SUITE 2 | GREENSBORO | NC | 27401 | 509(A)1 | GENERAL PURPOSE SUPPORT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 62000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $31,957 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $31,223 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $63,180 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 63180 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,000 | Amount |
| Net Investment Income | 4000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (11 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 11,822.13 SH HC CAPITAL TRUST FIXED INCOME OPPORTUNITY PORTFOLIO | AT COST | 80190 | 82164 |
| 4,620.21 SH HC CAPITAL TRUST FIXED INCOME PORTFOLIO | AT COST | 46210 | 47773 |
| 5,908.77 SH HC CAPITAL TRUST US CORPORATE FIXED INCOME SECURITIES PORTFOLIO | AT COST | 59129 | 61451 |
| 5,517.33 SH HC CAPITAL TRUST US MORTGAGE/ASSET BACKED FIXED INCOME SECURITIE | AT COST | 55180 | 56221 |
| 3,193.98 SH VANGUARD FIXED INCOME SECS FD INFLATION PROTECTED SECS FD | AT COST | 79155 | 88505 |
| 2,482.53 SH HC CAPITAL TR INST SMALL CAP EQUITY PORTFOLIO | AT COST | 25618 | 30759 |
| 4,444.56 SH HC CAPITAL TRUST COMMODITY RELATED SECURITIES PORTFOLIO | AT COST | 51713 | 46712 |
| 4,981.88 SH HC CAPITAL TRUST EMERGING MKTS PORTFOLIO | AT COST | 91486 | 85938 |
| 3,34,538.78 SH HC CAPITAL TRUST INSTITUTIONAL INTERNATIONAL EQUITY PORTFOLIO | AT COST | 329662 | 308086 |
| 14,287.62 SH HC CAPITAL TRUST INSTL GRWTH EQUITY PORTFOLIO | AT COST | 163234 | 192597 |
| 15,266.48 SH HC CAPITAL TRUST INSTL VALUE EQUITY FD | AT COST | 168408 | 180908 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME TIMING DIFFERENCE | Description |
| BOY Book Value | 153 | BOYBookValue |
| EOY Book Value | 487 | EOYBookValue |
| EOYFMV | 487 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK CHARGES | Description |
| Revenue And Expenses Per Books | 48 | RevenueAndExpensesPerBooks |
| Net Investment Income | 48 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $10,280 | Amount |
| Net Investment Income | 10272 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $994 | Amount |
| Net Investment Income | 994 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |