GRIFFITH FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GRIFFITH FAMILY FOUNDATION (EIN 94-3377090)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-02-24
- IRS object ID
- 202110559349100211
- Schema version
- 2019v5.2
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-24T15:19:41-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941420282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES SCHILLER & LITTMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 TAMAL PLAZA SUITE 205 | AddressLine1Txt |
| City | CORTE MADERA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94925 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943377090 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GRIFFITH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O K & M OFFICE LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRIF | BusinessNameControlTxt |
| Phone | 4153004553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1099 D STREET SUITE 207 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA G GRIFFITH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4153004553 | PhoneNum |
| Signature | 2021-02-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY P WILCOX | PreparerPersonNm |
| PTIN | P00236915 | PTIN |
| Phone | 4158914000 | PhoneNum |
| Preparation | 2021-02-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,902,009 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,818 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,818 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $182,260 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $451,109 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $182,260 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $207,078 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $207,078 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,632 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,632 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,723 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,570 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,570 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,425 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,952 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $108,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $108,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,952 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $67,553 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $183,126 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,920 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,344 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,344 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,457,023 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,492,815 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,852,665 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,476,943 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,542,159 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,902,009 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,416 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $79 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,416 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $79 | 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 | $1,474,527 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,542,080 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,474,527 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,542,080 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,476,943 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,542,159 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,474,527 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $67,553 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,542,080 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,542,080 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| KAR - ATTACHMENT A | P | $23,555 | $20,661 | $2,894 | $2,894 |
| KAR - ATTACHMENT A | P | $427,554 | $248,188 | $179,366 | $179,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $182,260 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $103,348 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,314,586 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044651 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,440 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,128,684 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047184 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $68,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,759,446 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038847 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $75,845 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,649,167 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045990 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $82,679 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,656,454 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049913 | DistributionYr5Rt |
| Total Distribution | 0.226585 | TotalDistributionRt |
| Average Distribution | 0.045317 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,490,924 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $112,881 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,831 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $114,712 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $111,850 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,663 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,663 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,663 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,644 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,744 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,081 | OverpaymentAmt |
| Applied To ES Tax | $4,081 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | K M OFFICE LLC | IndividualWithBooksNm |
| Phone | 4153004553 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1099 D STREET SUITE 207 | AddressLine1Txt |
| City | SAN RAFEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94901 | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| SARA G GRIFFITH | |||||||||
| C/O K M OFFICE LLC 1099 D STREET | SUITE 207 | SAN RAFAEL | CA | 94901 | CHAIR | 1.00 | $0 | $0 | $0 |
| SARA G TEVEBAUGH | |||||||||
| C/O K M OFFICE LLC 1099 D STREET | SUITE 207 | SAN RAFAEL | CA | 94901 | TRUSTEE | 0.50 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DISTRIBUTING GRANTS TO TAX EXEMPT PUBLICLY SUPPORTED CHARITIES IN THE UNITED STATES WITH EMPHASIS ON THOSE OPERATING FOR SCIENTIFIC OR EDUCATIONAL PURPOSES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $2,454,320 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,537 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,528,857 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,528,857 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,933 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,490,924 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,546 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,546 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,663 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,663 | TotalTaxAmt |
| Distributable Before Adj | $120,883 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $120,883 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $120,883 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $111,850 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $111,850 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,883 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $107,637 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $107,637 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,213 | 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 | $116,670 | 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 | SARA G GRIFFITH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SARA G GRIFFITH CO KM OFFICE LLC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1099 D STREET SUITE 207 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4153004553 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORMAT; NATURE OF FUND REQUEST AND HOW IT WOULD BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 1ST OF THE PRESENT YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | SUPPORT OF CHARITABLE, SCIENTIFIC AND EDUCATIONAL NON-PROFIT ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 10000 DEGREES | |||||||
| 1401 LOS GAMOS DRIVE 120 | SAN RAFAEL | CA | 94903 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| ARCS FOUNDATION INC | |||||||
| PO BOX 2649 | LAGRANGE | GA | 30241 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| BELVEDERE COMMUNITY CENTER | |||||||
| 450 SAN RAFAEL AVENUE | BELVEDERE TIBURON | CA | 94920 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| BELVEDERE TIBURON LANDMARKS SOCIETY | |||||||
| 1550 TIBURON BLVD SUITE M | BELVEDERETIBURON | CA | 94920 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| BURKE SCHOOL | |||||||
| 7070 CALIFORNIA ST | SAN FRANCISCO | CA | 94121 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DRIVE | SAN FRANCISCO | CA | 94118 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| CALIFORNIA HISTORICAL SOCIETY | |||||||
| 2420 MARIPOSA ST | FRESNO | CA | 93721 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| CALIFORNIA STATE PARKS FOUNDATION | |||||||
| 33 NEW MONTGOMERY ST 520 | SAN FRANCISCO | CA | 94105 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| CALIFORNIA TROUT | |||||||
| 360 PINE STREET 4TH FLOOR | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC CHARITY | GENERAL | $3,000 |
| CHRONICLE SEASON OF SHARING | |||||||
| PO BOX 44740 | SAN FRANCISCO | CA | 94144 | N/A | PUBLIC CHARITY | GENERAL | $4,000 |
| COLLEGE OF MARIN | |||||||
| 835 COLLEGE AVENUE | KENTFIELD | CA | 94904 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| CPMC FOUNDATION | |||||||
| 2015 STEINER STREET | SAN FRANCISCO | CA | 94115 | N/A | PUBLIC CHARITY | GENERAL | $3,000 |
| ENTERPRISE FOR YOUTH | |||||||
| 200 PINE ST FL 6 | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| EXPLORATORIUM | |||||||
| 3601 LYON ST | SAN FRANCISCO | CA | 94123 | N/A | PUBLIC CHARITY | GENERAL | $15,000 |
| FINE ARTS MUSEUMS OF SAN FRANCISCO | |||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | N/A | PUBLIC CHARITY | GENERAL | $300 |
| FIRST CHURCH OF CHRIST SCIENTIST | |||||||
| 201 SAN RAFAEL AVE | BELEVEDERE | CA | 94920 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| GREENLIGHT CLINIC | |||||||
| 1808 WEDEMEYER ST STE B-10 | SAN FRANCISCO | CA | 94129 | N/A | PUBLIC CHARITY | GENERAL | $3,500 |
| HENRY'S FORK FOUNDATION | |||||||
| PO BOX 550 606 MAIN STREET | ASHTON | ID | 83420 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| HUCKLEBERRY YOUTH PROGRAMS | |||||||
| 3450 GEARY BLVD 107 | SAN FRANCISCO | CA | 94118 | N/A | PUBLIC CHARITY | GENERAL | $10,000 |
| KQED | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PUBLIC CHARITY | GENERAL | $3,000 |
| MARIN AGRICULTURAL LAND TRUST | |||||||
| PO BOX 809 | POINT REYES STATION | CA | 94595 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| MARIN AUDUBON FOUNDATION | |||||||
| PO BOX 599 | MILL VALLEY | CA | 94942 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| MARIN AUDUBON SOCIETY | |||||||
| PO BOX 599 | MILL VALLEY | CA | 94942 | N/A | PUBLIC CHARITY | GENERAL | $250 |
| MARIN BAYLANDS ADVOCATES | |||||||
| PO BOX 2598 | MILL VALLEY | CA | 94942 | N/A | PUBLIC CHARITY | GENERAL | $250 |
| MARIN VILLAGES | |||||||
| 4340 REDWOOD HIGHWAY STE F-142 | SAN RAFAEL | CA | 94903 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| MARINE MAMMAL CENTER | |||||||
| 2000 BUNKER ROAD FORT CRONKHITE | SAUSALITO | CA | 94965 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| MEALS ON WHEELS | |||||||
| 1375 FAIRFAX AVE | SAN FRANCISCO | CA | 94124 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| NEXT GENERATION SCHOLARS | |||||||
| 1018 E ST | SAN RAFAEL | CA | 94901 | N/A | PUBLIC CHARITY | GENERAL | $3,000 |
| PACIFIC VISION FOUNDATION | |||||||
| 711 VAN NESS AVENUE 260 | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC CHARITY | GENERAL | $1,500 |
| PROJECT OPEN HAND | |||||||
| 730 POL STREET | SAN FRANCISCO | CA | 94109 | N/A | PUBLIC CHARITY | GENERAL | $3,000 |
| SAN FRANCISCO BALLET | |||||||
| 455 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC CHARITY | GENERAL | $2,000 |
| SAN FRANCISCO BAYKEEPER | |||||||
| 1736 FRANKLIN ST SUITE 800 | OAKLAND | CA | 94612 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| SAN FRANCISCO MARITIME MUSEUM | |||||||
| 2 MARINA BLVD BLDG E 2ND FLOOR | SAN FRANCISCO | CA | 94123 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| SAN FRANCISCO PARKS ALLIANCE | |||||||
| 415 HAYES ST FL 2 | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| SAN FRANCISCO SYMPHONY | |||||||
| DAVIES SYMPHONY HALL | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC CHARITY | GENERAL | $2,250 |
| SAN FRANCISCO ZOOLOGICAL SOCIETY | |||||||
| 1 ZOO RD | SAN FRANCISCO | CA | 94132 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| SAVE THE BAY | |||||||
| 1330 BROADWAY SUITE 1800 | OAKLAND | CA | 94612 | N/A | PUBLIC CHARITY | GENERAL | $250 |
| SAVE THE REDWOODS LEAGUE | |||||||
| 111 SUTTER ST | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| SAVE THE REDWOODS LEAGUE | |||||||
| 111 SUTTER ST | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| SF-MARIN FOOD BANK | |||||||
| 75 DIGITAL DR | NOVATO | CA | 94949 | N/A | PUBLIC CHARITY | GENERAL | $1,500 |
| SF-MARIN FOOD BANK | |||||||
| 75 DIGITAL DR | NOVATO | CA | 94949 | N/A | PUBLIC CHARITY | GENERAL | $4,300 |
| SPAULDING MARINE CENTER | |||||||
| 600 GATE 5 ROAD | SAUSALITO | CA | 94965 | N/A | PUBLIC CHARITY | GENERAL | $250 |
| SUMMER SEARCH | |||||||
| 550 SANSOME STREET SUITE 350 | SAN FRANCISCO | CA | 94111 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| TEE HI | |||||||
| 99 HARDING RD | SAN FRANCISCO | CA | 94132 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| THE BELVEDERE COVE FOUNDATION | |||||||
| PO BOX 150180 | SAN RAFAEL | CA | 94915 | N/A | PUBLIC CHARITY | GENERAL | $1,500 |
| THE FOUNDATION OF CITY COLLEGE | |||||||
| PO BOX 2879 | ALAMDEDA | CA | 94501 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| TIBURON PENINSULA FOUNDATION | |||||||
| PO BOX 210 | BELVEDERE TIBURON | CA | 94920 | N/A | PUBLIC CHARITY | GENERAL | $250 |
| TIBURON PENINSULA GREEN TEM | |||||||
| PO BOX 210 | BELVEDERE TIBURON | CA | 94920 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| WILDCARE | |||||||
| 76 ALBERT PARK LANE | SAN RAFAEL | CA | 94901 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| REVERSAL OF 2018 MARIN HUMANE SOCIETY | |||||||
| 171 BEL MARIN KEYS BLVD | NOVATO | CA | 94949 | N/A | PUBLIC CHARITY | GENERAL | -$500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $108,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,818 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $182,260 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $207,078 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $207,078 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $1,492,815 | EOYBookValueAmt |
| EOYFMV | $2,852,665 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $7,570 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,570 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $79 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $12,632 | Amt |
| Net Investment Income | $12,632 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA G GRIFFITH CO K M OFFICE LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1099 D STREET SUITE 207 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94901 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $3,663 | $0 | $0 |
| CA FILING FEE | $60 | $0 | $0 |
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