GRIFFIN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GRIFFIN FOUNDATION (EIN 36-4780993)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-29
- IRS object ID
- 202631199349101128
- Schema version
- 2025v4.1
- 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 Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-29T15:24:03-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 332394145 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RM ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 13TH AVE PLACE NW SUITE 200 | AddressLine1Txt |
| City | HICKORY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364780993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD M GRIFFIN SR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRIF | BusinessNameControlTxt |
| Phone | 8282917610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 748 WOOD HOLLOW ROAD | AddressLine1Txt |
| City | TAYLORSVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28681 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD M GRIFFIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8282917610 | PhoneNum |
| Signature | 2026-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA P SHRONCE | PreparerPersonNm |
| PTIN | P00092311 | PTIN |
| Phone | 8283222070 | PhoneNum |
| Preparation | 2026-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $1,800,753 | 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 | $36,355 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,355 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $165,547 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $455,151 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $165,547 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $201,902 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $201,902 | 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 |
| Legal Fees Rev And Expnss | $401 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $401 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,247 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,247 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $524 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $67 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,627 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,170 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $132,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $132,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $146,627 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,170 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $132,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $55,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $187,732 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,763 | CashBOYAmt |
| Cash EOY | $63,233 | CashEOYAmt |
| Cash EOYFMV | $63,233 | CashEOYFMVAmt |
| US Government Obligations BOY | $412,904 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $414,118 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $413,464 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $818,084 | CorporateStockBOYAmt |
| Corporate Stock EOY | $752,928 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,253,262 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $71,747 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $70,794 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,246,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,302,026 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,800,753 | 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 | $1,246,751 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,302,026 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,246,751 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,302,026 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,246,751 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,302,026 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,246,751 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $55,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,302,026 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,302,026 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| INVESCO QQQ ETF | 2024-07-02 | 2025-04-04 | $10,259 | $11,611 | -$1,352 | -$1,352 |
| ISHS 0-3 MTH TREASURY BOND ETF | 2024-05-02 | 2025-03-04 | $35,127 | $35,121 | $6 | $6 |
| VANGUARD INFORMATION TECHNOLOGY ETF | 2025-09-16 | 2025-12-08 | $3,083 | $2,896 | $187 | $187 |
| VANGUARD INFORMATION TECHNOLOGY ETF | 2025-09-16 | 2025-12-12 | $1,509 | $1,448 | $61 | $61 |
| DFA US CORE EQUITY 1 | 2018-10-03 | 2025-09-16 | $20,447 | $10,808 | $9,639 | $9,639 |
| DFA US CORE EQUITY 1 | 2018-10-03 | 2025-12-08 | $6,096 | $3,125 | $2,971 | $2,971 |
| DFA US CORE EQUITY 1 | 2018-10-03 | 2025-12-12 | $2,895 | $1,482 | $1,413 | $1,413 |
| INVESCO QQQ ETF | 2023-03-31 | 2025-04-04 | $50,870 | $37,965 | $12,905 | $12,905 |
| ISHS CORE S&P 500 | 2017-01-13 | 2025-09-16 | $77,319 | $26,725 | $50,594 | $50,594 |
| ISHS CORE S&P 500 | 2017-01-13 | 2025-12-08 | $22,652 | $7,538 | $15,114 | $15,114 |
| ISHS CORE S&P 500 | 2017-01-13 | 2025-12-12 | $8,893 | $2,969 | $5,924 | $5,924 |
| ISHS RUSSELL 1000 VALUE ETF | 2020-04-29 | 2025-09-16 | $7,237 | $4,062 | $3,175 | $3,175 |
| ISHS RUSSELL 1000 VALUE ETF | 2020-04-29 | 2025-12-08 | $2,930 | $1,580 | $1,350 | $1,350 |
| ISHS RUSSELL 1000 VALUE ETF | 2020-04-29 | 2025-12-12 | $2,328 | $1,241 | $1,087 | $1,087 |
| ISHS 0-3 MTH TREASURY BOND ETF | 2024-05-02 | 2025-12-08 | $21,197 | $21,173 | $24 | $24 |
| ISHS 0-3 MTH TREASURY BOND ETF | 2024-05-02 | 2025-12-12 | $94,795 | $94,596 | $199 | $199 |
| VANGUARD S&P500 ETF | 2016-01-12 | 2025-09-16 | $63,668 | $18,550 | $45,118 | $45,118 |
| VANGUARD S&P500 ETF | 2016-01-12 | 2025-12-08 | $18,213 | $5,124 | $13,089 | $13,089 |
| VANGUARD S&P500 ETF | 2016-01-12 | 2025-12-12 | $5,633 | $1,590 | $4,043 | $4,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $165,547 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,609 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,609 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,609 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $29 | EsPenaltyAmt |
| Tax Due | $2,638 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 | RICHARD M GRIFFIN | IndividualWithBooksNm |
| Phone | 8284957987 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 748 WOOD HOLLOW ROAD | AddressLine1Txt |
| City | TAYLORSVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28681 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARY CATHERINE GRIFFIN | ||||||||
| 1544 MOUNTAIN ROAD | WALNUT COVE | NC | 27052 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARAH OLIVIA GRIFFIN-GREENE | ||||||||
| 1011 RIVERSIDE BLVD | LUMBERTON | NC | 28358 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAREN OHLE REESE | ||||||||
| 2 APPLE WOOD DRIVE | ASHEVILLE | NC | 28805 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD MADISON GRIFFIN JR | ||||||||
| 301 E MAIN ST SUITE 2 | JOHNSON CITY | TN | 37601 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARGARET GRIFFIN MARCH | ||||||||
| 11 INDIGO CREEK TRAIL | DURHAM | NC | 28681 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY OLIVIA W GRIFFIN | ||||||||
| 748 WOOD HOLLOW ROAD | TAYLORSVILLE | NC | 28681 | SERCRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| RICHARD M GRIFFIN SR | ||||||||
| 748 WOOD HOLLOW ROAD | TAYLORSVILLE | NC | 28681 | PRESIDENT | 5.00 | $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 | $1,747,515 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,544 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,769,059 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,769,059 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,536 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,742,523 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,126 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,126 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,609 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,609 | TotalTaxAmt |
| Distributable Before Adj | $84,517 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $84,517 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $84,517 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $132,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $132,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,517 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,667 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,814 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,623 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,654 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,835 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $96,593 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $132,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,517 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $47,483 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $144,076 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,667 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $141,409 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,814 | ExcessFromYear4Amt |
| Excess From Year3 | $22,623 | ExcessFromYear3Amt |
| Excess From Year2 | $12,654 | ExcessFromYear2Amt |
| Excess From Year1 | $54,835 | ExcessFromYear1Amt |
| Excess From Current Year | $47,483 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD M GRIFFIN SR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD M GRIFFIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 748 WOOD HOLLOW ROAD | AddressLine1Txt |
| City | TAYLORSVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28681 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8284957987 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION WILL PROVIDE FUNDS TO CHURCHES FOR THEIR MISSION AND OUTREACH PROGRAMS AND TO 501(C)3 CORPORATIONS FOR SOCIAL, MEDICAL, AND HUMANITARIAN PROGRAMS. AT THIS TIME, CONTRIBUTIONS WILL ONLY BY MADE TO ORGANIZATIONS AND NOT TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS OF NC | |||||||
| 2425 PARK ROAD | CHARLOTTE | NC | 28203 | NONE | NC | PHILANTHROPIC | $4,000 |
| CATAWBA RIVERKEEPER | |||||||
| 102 MAIN ST SUITE 100 | MCADENVILLE | NC | 28101 | NONE | NC | PHILANTHROPIC | $1,000 |
| DOCTORS WO BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | NC | PHILANTHROPIC | $3,000 |
| EMORY UNIVERSITY COLLEGE OF ARTS AND SCIENCES | |||||||
| 1762 CLIFTON RD SUITE 1400 | ATLANTA | GA | 30322 | NONE | NC | EDUCATIONAL | $1,000 |
| EMORY UNIVERSITY SCHOOL OF MEDICINE | |||||||
| 1440 CLIFTON RD SUITE 170 | ATLANTA | GA | 30322 | NONE | NC | EDUCATIONAL | $1,000 |
| EVERGREEN CHARTER SCHOOL (EVERGREEN FUND) | |||||||
| 50 BELL RD | ASHEVILLE | NC | 28805 | NONE | NC | EDUCATIONAL | $5,000 |
| FAMILY CARE CENTER OF CATAWBA VALLEY | |||||||
| 2875 HIGHLAND AVE NE | HICKORY | NC | 28601 | NONE | NC | PHILANTHROPIC | $5,000 |
| FIRST PRES CHURCH JOHNSON CITY- THE RIVER | |||||||
| 125 WEST MAIN STREET | JOHNSON CITY | TN | 37604 | NONE | NC | RELIGIOUS | $2,500 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 311 3RD AVE NE | HICKORY | NC | 28601 | NONE | NC | RELIGIOUS | $40,000 |
| GREATER HICKORY COOPERATIVE CHRISTIAN MINISTRY | |||||||
| 31 1ST AVE SE | HICKORY | NC | 28602 | NONE | NC | PHILANTHROPIC | $4,000 |
| HART SQUARE FOUNDATION | |||||||
| 5055 HOPE ROAD | VALE | NC | 28168 | NONE | NC | PHILANTHROPIC | $500 |
| HICKORY SOUP KITCHEN | |||||||
| 110 2ND STREET PL SE | HICKORY | NC | 28602 | NONE | NC | PHILANTHROPIC | $6,000 |
| INTERNATIONAL WALDENSTROM'S MACROGLOBULINEMIA FOUNDATION | |||||||
| 6144 CLARK CENTER AVE | SARASOTA | FL | 34238 | NONE | NC | PHILANTHROPIC | $1,000 |
| LENOIR RHYNE UNIVERSITY | |||||||
| PO BOX 7467 | HICKORY | NC | 28603 | NONE | NC | EDUCATIONAL | $2,000 |
| LUMBERTON CHRISTIAN CARE | |||||||
| PO BOX 1712 | LUMBERTON | NC | 28359 | NONE | NC | PHILANTHROPIC | $2,000 |
| MONROE CAMP AND RETREAT CENTER | |||||||
| 24501 CAMP MONROE RD | LAUREL HILL | NC | 28351 | NONE | NC | PHILANTHROPIC | $2,000 |
| NC PRIDE WRESTLING | |||||||
| 615 E 17TH ST | LUMBERTON | NC | 28358 | NONE | NC | PHILANTHROPIC | $1,000 |
| OUTRIGHT YOUTH | |||||||
| 748 4TH STREET SE | HICKORY | NC | 28602 | NONE | NC | PHILANTHROPIC | $500 |
| SAFE HARBOR OF NC | |||||||
| 210 2ND STREET SE | HICKORY | NC | 28602 | NONE | NC | PHILANTHROPIC | $2,000 |
| SALVATION ARMY OF GREATER HICKORY | |||||||
| PO BOX 21148 | CHARLOTTE | NC | 28224 | NONE | NC | PHILANTHROPIC | $2,000 |
| SCHOOL OF THE SPIRIT MINISTRY | |||||||
| 4 LONG SHOALS RD STE 484 | ARDEN | NC | 28704 | NONE | NC | EDUCATIONAL | $2,500 |
| UMCOR UMC | |||||||
| PO BOX 9068 | NEW YORK | NY | 10087 | NONE | NC | PHILANTHROPIC | $5,000 |
| WAYPOINT ADVENTURE NC | |||||||
| 110 BLACK MOUNTAIN AVE | BLACK MOUNTAIN | NC | 28711 | NONE | NC | PHILANTHROPIC | $2,500 |
| 2ND HARVEST FOOD BANK OF NORTHEAST TENNESSEE | |||||||
| 1020 JERICHO DR | KINGSPORT | TN | 37663 | NONE | NC | PHILANTHROPIC | $2,500 |
| ENO RIVER ASSOCIATION | |||||||
| 4404 GUESS RD | DURHAM | NC | 27712 | NONE | NC | PHILANTHROPIC | $2,500 |
| FOOD BANK OF CENTRAL AND EASTERN NC | |||||||
| 1924 CAPITAL BLVD | RALEIGH | NC | 27604 | NONE | NC | PHILANTHROPIC | $2,500 |
| ARTS CULTURE CATAWBA | |||||||
| 243 3RD AVE NE 2 | HICKORY | NC | 28601 | NONE | NC | PHILANTHROPIC | $5,000 |
| PATRICK BEAVER LEARNING RESOURCE CENTER | |||||||
| 1925 TATE BLVD SE | HICKORY | NC | 28602 | NONE | NC | EDUCATIONAL | $1,000 |
| CENTRO LATINO | |||||||
| 151 25TH ST SW | HICKORY | NC | 28602 | NONE | NC | PHILANTHROPIC | $3,000 |
| MT PISGAH GOOD SAMARITAN FOOD PANTRY | |||||||
| 9369 NC-127 | HICKORY | NC | 28601 | NONE | NC | PHILANTHROPIC | $10,000 |
| CHRISTIAN CRISIS CENTER OF ALEXANDER COUNTY | |||||||
| 215 5TH AVE SW | TAYLORSVILLE | NC | 28681 | NONE | NC | PHILANTHROPIC | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $132,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,355 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $165,547 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $201,902 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $201,902 | 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 | DHW ACCOUNTING FEES | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $2,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA US CORE EQUITY I | $87,048 | $141,832 |
| ISHARES S&P 500 | $299,414 | $537,678 |
| ISHARES RUSSELL 1000 VALUE ETF | $45,894 | $71,305 |
| VANGUARD INDEX FUNDS S&P 500 ETF | $251,806 | $430,838 |
| VANGUARD INFORMATION TECHNOLOGY ETF | $68,766 | $71,609 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $414,118 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $413,464 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ISHARES JP MORGAN EM LOCAL CURRENCY BOND ETF | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $71,747 | BookValueAmt |
| EOYFMV | $70,794 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PATRICK, HARPER & DIXON LEGAL FEES | CategoryTxt |
| Legal Fees | $401 | LegalFeesAmt |
| Net Investment Income | $401 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $55 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $55 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LPL FINANCIAL | CategoryTxt |
| Amt | $11,247 | Amt |
| Net Investment Income | $11,247 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PY TAXES PAID | $457 | $0 | $0 |
| FOREIGN TAX | $67 | $67 | $0 |