2026-04-29T15:24:03-05:00 2025-12-31 332394145 RM ADVISORY LLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990PF 2025-01-01 364780993 RICHARD M GRIFFIN SR FAMILY FOUNDATION GRIF 8282917610 748 WOOD HOLLOW ROAD TAYLORSVILLE NC 28681 RICHARD M GRIFFIN TRUSTEE 8282917610 2026-04-28 1 MELISSA P SHRONCE P00092311 8283222070 2026-04-28 2025 2025-03-06 01:10:19Z X 1800753 X X 36355 36355 165547 455151 165547 201902 201902 0 0 0 401 401 0 2400 2400 0 11247 11247 0 524 67 0 55 55 0 14627 14170 0 132000 132000 146627 14170 132000 55275 187732 15763 63233 63233 412904 414118 413464 818084 752928 1253262 0 71747 70794 1246751 1302026 1800753 0 0 X 0 0 0 0 1246751 1302026 1246751 1302026 1246751 1302026 1246751 55275 0 1302026 0 1302026 INVESCO QQQ ETF 2024-07-02 2025-04-04 10259 11611 -1352 -1352 ISHS 0-3 MTH TREASURY BOND ETF 2024-05-02 2025-03-04 35127 35121 6 6 VANGUARD INFORMATION TECHNOLOGY ETF 2025-09-16 2025-12-08 3083 2896 187 187 VANGUARD INFORMATION TECHNOLOGY ETF 2025-09-16 2025-12-12 1509 1448 61 61 DFA US CORE EQUITY 1 2018-10-03 2025-09-16 20447 10808 9639 9639 DFA US CORE EQUITY 1 2018-10-03 2025-12-08 6096 3125 2971 2971 DFA US CORE EQUITY 1 2018-10-03 2025-12-12 2895 1482 1413 1413 INVESCO QQQ ETF 2023-03-31 2025-04-04 50870 37965 12905 12905 ISHS CORE S&P 500 2017-01-13 2025-09-16 77319 26725 50594 50594 ISHS CORE S&P 500 2017-01-13 2025-12-08 22652 7538 15114 15114 ISHS CORE S&P 500 2017-01-13 2025-12-12 8893 2969 5924 5924 ISHS RUSSELL 1000 VALUE ETF 2020-04-29 2025-09-16 7237 4062 3175 3175 ISHS RUSSELL 1000 VALUE ETF 2020-04-29 2025-12-08 2930 1580 1350 1350 ISHS RUSSELL 1000 VALUE ETF 2020-04-29 2025-12-12 2328 1241 1087 1087 ISHS 0-3 MTH TREASURY BOND ETF 2024-05-02 2025-12-08 21197 21173 24 24 ISHS 0-3 MTH TREASURY BOND ETF 2024-05-02 2025-12-12 94795 94596 199 199 VANGUARD S&P500 ETF 2016-01-12 2025-09-16 63668 18550 45118 45118 VANGUARD S&P500 ETF 2016-01-12 2025-12-08 18213 5124 13089 13089 VANGUARD S&P500 ETF 2016-01-12 2025-12-12 5633 1590 4043 4043 165547 2609 0 2609 0 2609 0 0 0 0 0 29 2638 0 0 0 0 0 0 0 0 0 0 0 1 NC 1 0 0 0 0 1 N/A RICHARD M GRIFFIN 8284957987 748 WOOD HOLLOW ROAD TAYLORSVILLE NC 28681 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 1747515 21544 0 1769059 0 0 1769059 26536 1742523 87126 87126 2609 2609 84517 0 84517 0 84517 132000 0 132000 84517 0 0 2667 3814 22623 12654 54835 96593 132000 0 0 0 84517 47483 0 0 144076 0 0 0 0 0 0 2667 141409 3814 22623 12654 54835 47483 RICHARD M GRIFFIN SR RICHARD M GRIFFIN 748 WOOD HOLLOW ROAD TAYLORSVILLE NC 28681 8284957987 GRANT APPLICATION N/A 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. AMERICAN RED CROSS OF NC 2425 PARK ROAD CHARLOTTE NC 28203 NONE NC PHILANTHROPIC 4000 CATAWBA RIVERKEEPER 102 MAIN ST SUITE 100 MCADENVILLE NC 28101 NONE NC PHILANTHROPIC 1000 DOCTORS WO BORDERS PO BOX 5030 HAGERSTOWN MD 21741 NONE NC PHILANTHROPIC 3000 EMORY UNIVERSITY COLLEGE OF ARTS AND SCIENCES 1762 CLIFTON RD SUITE 1400 ATLANTA GA 30322 NONE NC EDUCATIONAL 1000 EMORY UNIVERSITY SCHOOL OF MEDICINE 1440 CLIFTON RD SUITE 170 ATLANTA GA 30322 NONE NC EDUCATIONAL 1000 EVERGREEN CHARTER SCHOOL (EVERGREEN FUND) 50 BELL RD ASHEVILLE NC 28805 NONE NC EDUCATIONAL 5000 FAMILY CARE CENTER OF CATAWBA VALLEY 2875 HIGHLAND AVE NE HICKORY NC 28601 NONE NC PHILANTHROPIC 5000 FIRST PRES CHURCH JOHNSON CITY- THE RIVER 125 WEST MAIN STREET JOHNSON CITY TN 37604 NONE NC RELIGIOUS 2500 FIRST UNITED METHODIST CHURCH 311 3RD AVE NE HICKORY NC 28601 NONE NC RELIGIOUS 40000 GREATER HICKORY COOPERATIVE CHRISTIAN MINISTRY 31 1ST AVE SE HICKORY NC 28602 NONE NC PHILANTHROPIC 4000 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 6000 INTERNATIONAL WALDENSTROM'S MACROGLOBULINEMIA FOUNDATION 6144 CLARK CENTER AVE SARASOTA FL 34238 NONE NC PHILANTHROPIC 1000 LENOIR RHYNE UNIVERSITY PO BOX 7467 HICKORY NC 28603 NONE NC EDUCATIONAL 2000 LUMBERTON CHRISTIAN CARE PO BOX 1712 LUMBERTON NC 28359 NONE NC PHILANTHROPIC 2000 MONROE CAMP AND RETREAT CENTER 24501 CAMP MONROE RD LAUREL HILL NC 28351 NONE NC PHILANTHROPIC 2000 NC PRIDE WRESTLING 615 E 17TH ST LUMBERTON NC 28358 NONE NC PHILANTHROPIC 1000 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 2000 SALVATION ARMY OF GREATER HICKORY PO BOX 21148 CHARLOTTE NC 28224 NONE NC PHILANTHROPIC 2000 SCHOOL OF THE SPIRIT MINISTRY 4 LONG SHOALS RD STE 484 ARDEN NC 28704 NONE NC EDUCATIONAL 2500 UMCOR UMC PO BOX 9068 NEW YORK NY 10087 NONE NC PHILANTHROPIC 5000 WAYPOINT ADVENTURE NC 110 BLACK MOUNTAIN AVE BLACK MOUNTAIN NC 28711 NONE NC PHILANTHROPIC 2500 2ND HARVEST FOOD BANK OF NORTHEAST TENNESSEE 1020 JERICHO DR KINGSPORT TN 37663 NONE NC PHILANTHROPIC 2500 ENO RIVER ASSOCIATION 4404 GUESS RD DURHAM NC 27712 NONE NC PHILANTHROPIC 2500 FOOD BANK OF CENTRAL AND EASTERN NC 1924 CAPITAL BLVD RALEIGH NC 27604 NONE NC PHILANTHROPIC 2500 ARTS CULTURE CATAWBA 243 3RD AVE NE 2 HICKORY NC 28601 NONE NC PHILANTHROPIC 5000 PATRICK BEAVER LEARNING RESOURCE CENTER 1925 TATE BLVD SE HICKORY NC 28602 NONE NC EDUCATIONAL 1000 CENTRO LATINO 151 25TH ST SW HICKORY NC 28602 NONE NC PHILANTHROPIC 3000 MT PISGAH GOOD SAMARITAN FOOD PANTRY 9369 NC-127 HICKORY NC 28601 NONE NC PHILANTHROPIC 10000 CHRISTIAN CRISIS CENTER OF ALEXANDER COUNTY 215 5TH AVE SW TAYLORSVILLE NC 28681 NONE NC PHILANTHROPIC 10000 132000 0 14 36355 18 165547 0 201902 0 201902 0 0 0 0 0 0 0 0 0 0 DHW ACCOUNTING FEES 2400 2400 0 DFA US CORE EQUITY I 87048 141832 ISHARES S&P 500 299414 537678 ISHARES RUSSELL 1000 VALUE ETF 45894 71305 VANGUARD INDEX FUNDS S&P 500 ETF 251806 430838 VANGUARD INFORMATION TECHNOLOGY ETF 68766 71609 414118 413464 0 0 ISHARES JP MORGAN EM LOCAL CURRENCY BOND ETF AT COST 71747 70794 PATRICK, HARPER & DIXON LEGAL FEES 401 401 0 BANK FEES 55 55 0 LPL FINANCIAL 11247 11247 0 PY TAXES PAID 457 0 0 FOREIGN TAX 67 67 0