Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE GRIFFIN CHARITABLE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)512 WEST COURT STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROME, NY13440
A Employer identification number

84-3999885
B Telephone number (see instructions)

(315) 336-4400
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$40,782,902J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 13,281,348
2 Check right arrow.............
3 Interest on savings and temporary cash investments 157,386 157,183  
4 Dividends and interest from securities... 565,627 565,627  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,285,289
b Gross sales price for all assets on line 6a 4,391,541
7 Capital gain net income (from Part IV, line 2)... 1,285,289
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,479 2,084  
12 Total. Add lines 1 through 11........ 15,301,129 2,010,183  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
24,092 24,092   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,946 9,946   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
160,862 160,862   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 194,900 194,900   0
25 Contributions, gifts, grants paid....... 1,398,030 1,398,030
26 Total expenses and disbursements. Add lines 24 and 25 1,592,930 194,900   1,398,030
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 13,708,199
b Net investment income (if negative, enter -0-) 1,815,283
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 619,846 85,362 85,362
2 Savings and temporary cash investments......... 786,472 1,163,576 1,163,576
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 435,045 Click to see attachment
List of Attached Documents:
// Content
1,886,028 		1,819,424
b Investments—corporate stock (attach schedule)....... 2,177,207 Click to see attachment
List of Attached Documents:
// Content
7,846,012 		12,846,174
c Investments—corporate bonds (attach schedule)....... 2,284,887 Click to see attachment
List of Attached Documents:
// Content
3,267,344 		3,158,288
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,674,566 Click to see attachment
List of Attached Documents:
// Content
10,430,798 		11,962,078
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
5,176,000 		Click to see attachment
List of Attached Documents:
// Content
5,112,504 		Click to see attachment
List of Attached Documents:
// Content
9,748,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,154,023 29,791,624 40,782,902
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 18,154,023 29,791,624
29 Total net assets or fund balances (see instructions)..... 18,154,023 29,791,624
30 Total liabilities and net assets/fund balances (see instructions). 18,154,023 29,791,624
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
18,154,023
2
Enter amount from Part I, line 27a .....................
2
13,708,199
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
31,862,222
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,070,598
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
29,791,624
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES - ST      
b PUBLICLY TRADED SECURITIES - LT      
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 232,812   212,354 20,458
b 4,044,067   2,893,898 1,150,169
c 114,662     114,662
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       20,458
b       1,150,169
c       114,662
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,285,289
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 25,232
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 25,232
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 25,232
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 39,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 39,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1,414
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 12,354
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow12,354 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
Yes
 
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowGRIFFINCF.ORG
14
The books are in care ofright arrowRICHARD J GREGGAINS Telephone no.right arrow (315) 336-4400

Located atright arrow512 WEST COURT STREETROMENY ZIP+4right arrow13440
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DANIEL J BURGDORF PRESIDENT
1.00 		0 0 0
9376 SLY HILL ROAD
AVA,NY13303
JAMES E MACKIN VICE PRESIDENT
1.00 		0 0 0
4799 ORMONDE DRIVE
CAZENOVIA,NY13035
GARY BARTELL DIRECTOR
1.00 		0 0 0
PO BOX 104
WESTERNVILLE,NY13486
MARGARET A O'SHEA DIRECTOR
1.00 		0 0 0
194 DOVER ROAD
BARNEVELD,NY13304
DYANN NASHTON DIRECTOR OF COMMUNITY ENGAGEMENT
20.00 		0 0 0
1169 EVERGREEN VALLET DRIVE
ONEIDA,NY13421
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NATIONAL FINANCIAL SERVICES LLC INVESTMENT ADVISORY 98,080
499 WASHINGTON BLVD
JERSEY CITY,NJ07310
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
29,271,289
b
Average of monthly cash balances.......................
1b
950,294
c
Fair market value of all other assets (see instructions)................
1c
9,748,000
d
Total (add lines 1a, b, and c).........................
1d
39,969,583
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
39,969,583
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
599,544
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
39,370,039
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,968,502
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,968,502
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
25,232
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
1,200
c
Add lines 2a and 2b............................
2c
26,432
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,942,070
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,942,070
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,942,070
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,398,030
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,398,030
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,942,070
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,172,444
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,398,030
a Applied to 2023, but not more than line 2a 1,172,444
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 225,586
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		1,716,484
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DYANN NASHTON
512 WEST COURT STREET PO BOX 551
ROME,NY13440
(315) 336-4400
NASHTON@GRIFFINCF.ORG
bThe form in which applications should be submitted and information and materials they should include:
SEE GRANT APPLICATION: WWW.GRANTREQUEST.COM
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BOY SCOUTS OF AMERICA LEATHERSTOCKING COUNCIL

1401 GENESEE ST
UTICA,NY13501 		NONE PUBLIC CHARITY PROVIDE FINANCIAL SUPPORT FOR OPERATIONS AND PROJECTS OF 501(C)(3) ORGANIZATION. 18,130

BROADWAY THEATER LEAGUE OF UTICA

258 GENESEE ST
UTICA,NY13502 		NONE PUBLIC CHARITY PROVIDE FINANCIAL SUPPORT FOR OPERATIONS AND PROJECTS OF 501(C)(3) ORGANIZATION. 17,500

CHARLES T SITRIN HEALTH CARE CENTER INC

2050 TILDEN AVE
NEW HARTFORD,NY13413 		NONE PUBLIC CHARITY PROVIDE FINANCIAL SUPPORT FOR OPERATIONS AND PROJECTS OF 501(C)(3) ORGANIZATION. 10,000

COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES

2608 GENESEE ST
UTICA,NY13502 		NONE PUBLIC CHARITY PROVIDE FINANCIAL SUPPORT FOR OPERATIONS AND PROJECTS OF 501(C)(3) ORGANIZATION. 250

CONSTABLE HALL ASSOCIATION

5909 JOHN STREET PO BOX 36
CONSTABLEVILLE,NY13325 		NONE PUBLIC CHARITY PROVIDE FINANCIAL SUPPORT FOR OPERATIONS AND PROJECTS OF 501(C)(3) ORGANIZATION. 13,000

CURE SANFILIPPO FOUNDATION

PO BOX 6901
COLUMBIA,NY29260 		NONE PUBLIC CHARITY PROVIDE FINANCIAL SUPPORT FOR RESEARCH PROJECTS OF 501(C)(3) ORGANIZATIONS. 20,000

CYSTIC FIBROSIS FOUNDATION CENTRAL NEW YORK CHAPTER

200 GATEWAY PARK DR BLDG C
SYRACUSE,NY13212 		NONE PUBLIC CHARITY PROVIDE FINANCIAL SUPPORT FOR OPERATIONS AND RESEARCH PROJECTS OF 501(C)(3) ORGANIZATIONS. 5,000

DELTA UNITED METHODIST CHURCH

6285 HAWKINS CORNERS RD
ROME,NY13440 		NONE RELIGIOUS ORGANIZATI PROVIDE FINANCIAL SUPPORT FOR WELFARE PROGRAM AT CHURCH. 17,500

FEED OUR VETERANS

502 BROAD ST
UTICA,NY13501 		NONE PUBLIC CHARITY PROVIDE FINANCIAL SUPPORT FOR OPERATIONS AND PROJECTS OF 501(C)(3) ORGANIZATION. 5,000

FIRST PRESBYTERIAN CHURCH OF WESTERNVILLE

PO BOX 190 7696 STOKES-WESTERNVILLE
RD
WESTERNVILLE,NY13486 		NONE RELIGIOUS ORGANIZATI PROVIDE FINANCIAL SUPPORT FOR WELFARE PROGRAM AT CHURCH. 7,500

FIRST UNITED METHODIST CHURCH

400 N GEORGE ST
ROME,NY13440 		NONE RELIGIOUS ORGANIZATI PROVIDE FINANCIAL SUPPORT FOR WELFARE PROGRAM AT CHURCH. 10,000

HOSPICE & PALLIATIVE CARE INC (HPCI)

4277 MIDDLE SETTLEMENT RD
NEW HARTFORD,NY13413 		NONE PUBLIC CHARITY PROVIDE FINANCIAL SUPPORT FOR OPERATIONS AND RESEARCH PROJECTS OF 501(C)(3) ORGANIZATIONS. 51,000

JOSEPH MICHAEL CHUBBUCK FOUNDATION INC

PO BOX 4917
ROME,NY13440 		NONE PUBLIC CHARITY PROVIDE FINANCIAL SUPPORT FOR OPERATIONS AND PROJECTS OF 501(C)(3) ORGANIZATION. 2,000

KEYS PROGRAM

308 SHERRILL ROAD SUITE 100
SHERRILL,NY13461 		NONE PUBLIC CHARITY PROVIDE FINANCIAL SUPPORT FOR OPERATIONS AND PROJECTS OF 501(C)(3) ORGANIZATION. 10,000

NEXT

PO BOX 16
HERKIMER,NY13350 		NONE PUBLIC CHARITY PROVIDE FINANCIAL SUPPORT FOR OPERATIONS AND PROJECTS OF 501(C)(3) ORGANIZATION. 1,000

ONEIDA HEALTH FOUNDATION

301 GENESEE ST SUITE E
ONEIDA,NY13421 		NONE PUBLIC CHARITY PROVIDE FINANCIAL SUPPORT FOR OPERATIONS AND PROJECTS OF 501(C)(3) ORGANIZATION. 100,000

PAIGE'S BUTTERFLY RUN

50 PRESIDENTIAL PL STE LL3
SYRACUSE,NY13202 		NONE PUBLIC CHARITY PROVIDE FINANCIAL SUPPORT FOR OPERATIONS AND RESEARCH PROJECTS OF 501(C)(3) ORGANIZATIONS. 6,000

PROJECT FIBONACCI FOUNDATION INC

PO BOX 424
ROME,NY134420424 		NONE PUBLIC CHARITY PROVIDE FINANCIAL SUPPORT FOR OPERATIONS AND PROJECTS OF 501(C)(3) ORGANIZATION. 30,000

ROME COMMUNITY FOUNDATION

301 N WASHINGTON ST
ROME,NY13442 		NONE PUBLIC CHARITY PROVIDE FINANCIAL SUPPORT FOR OPERATIONS AND PROJECTS OF 501(C)(3) ORGANIZATION. 25,000

ROME HEALTH FOUNDATION

107 E CHESTNUT ST
ROME,NY13440 		NONE PUBLIC CHARITY FUNDING FOR CARDIOVASCULAR CENTER AT ROME HEALTH (A 501(C)(3) ORGANIZATION IN NYS). 850,000

ROME RESCUE MISSION

413 E DOMINICK ST
ROME,NY134406040 		NONE PUBLIC CHARITY PROVIDE FINANCIAL SUPPORT FOR OPERATIONS AND RESEARCH PROJECTS OF 501(C)(3) ORGANIZATIONS. 20,000

SLEEP IN HEAVENLY PEACE

1560 ELDRIDGE AVE
TWIN FALLS,NY83301 		NONE PUBLIC CHARITY PROVIDE FINANCIAL SUPPORT FOR OPERATIONS AND PROJECTS OF 501(C)(3) ORGANIZATION. 15,000

ST JOSEPH'S CATHOLIC CHURCH

5748 STOKES-LEE CENTER RD
LEE CENTER,NY13363 		NONE RELIGIOUS ORGANIZATI PROVIDE FINANCIAL SUPPORT FOR WELFARE PROGRAM AT CHURCH. 20,000

ST PAUL'S CATHOLIC CHURCH

1807 BEDFORD ST
ROME,NY13440 		NONE RELIGIOUS ORGANIZATI PROVIDE FINANCIAL SUPPORT FOR WELFARE PROGRAM AT CHURCH. 19,750

ST PETER'S CATHOLIC CHURCH

200 N JAMES ST
ROME,NY13440 		NONE RELIGIOUS ORGANIZATI PROVIDE FINANCIAL SUPPORT FOR WELFARE PROGRAM AT CHURCH. 40,000

THE ROOT FARM INC

2860 KING ROAD
SAUQUOIT,NY13456 		NONE PUBLIC CHARITY PROVIDE FINANCIAL SUPPORT FOR OPERATIONS AND PROJECTS OF 501(C)(3) ORGANIZATION. 5,000

THE SALVATION ARMY OF ROME

410 W DOMINICK STREET
ROME,NY13440 		NONE PUBLIC CHARITY PROVIDE FINANCIAL SUPPORT FOR RENOVATION & FACILITY UPGRADE OF 501(C)(3) ORGANIZATIONS. 20,000

RESCUE MISSION UTICA

293 GENESEE ST
UTICA,NY13501 		NONE PUBLIC CHARITY PROVIDE FINANCIAL SUPPORT FOR OPERATIONS AND RESEARCH PROJECTS OF 501(C)(3) ORGANIZATIONS. 50,000

VERNON CENTER METHODIST CHURCH PARK COMMITTEE

5696 NORTON RD
VERNON CENTER,NY13477 		NONE RELIGIOUS ORGANIZATI PROVIDE FINANCIAL SUPPORT FOR WELFARE PROGRAM AT CHURCH. 9,400
Total .................................right arrow 3a 1,398,030
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 157,386  
4 Dividends and interest from securities ....     14 565,627  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 2,084  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,285,289  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aVARFLEX CORPORATION - ORDINARY LOSS 		900099 -241,482      
bVARFLEX CORPORATION - RENTAL INCOME 900099 90      
cVARFLEX CORPORATION - INTEREST INCOME 900099 131,325      
dVARFLEX CORPORATION - DIVIDEND INCOME 900099 82,258      
eVARFLEX CORPORATION - STCG 900099 1,693      
fVARFLEX CORPORATION - LTCG 900099 29,461      
gVARFLEX CORPORATION - FOREIGN TAX 900099 -788      
hREVERE TACTICAL OPPORTUNITIES FUND - UBTI 900099 6,838      
12 Subtotal. Add columns (b), (d), and (e) .. 9,395 2,010,386 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,019,781
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE GRIFFIN CHARITABLE FOUNDATION INC
 
Employer identification number

84-3999885
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number
84-3999885
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
THE WILLIAM L GRIFFIN AMENDED AND RESTATED REVOCABLE TRUST
 
512 W COURT STREET
 
ROME, NY13440

$ 12,926,774


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
THE WILLIAM L GRIFFIN AMENDED AND RESTATED REVOCABLE TRUST
 
512 W COURT STREET
 
ROME, NY13440

$ 354,574


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 449 SHARES ACN - ACCENTURE PLC $ 151,726 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 825 SHARES ETN - EATON CORPORATION PLC $ 192,308 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 2,100 SHARES TBB - AT&T INC GLB NTS 66 5.35% $ 50,085 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 360 SHARES ADBE - ADOBE INC COM $ 205,844 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 10 SHARES ASIX - ADVANSIX INC COM $ 288 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,500 SHARES GOOG - ALPHABET INC CAP STK $ 210,540 2024-01-03
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 150,000 AMAZON COM INC NOTE $ 153,153 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 2,020 SHARES AVUV - AMERICAN CENTRY ETF $ 176,649 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,175 SHARES AXP - AMERICAN EXPRESS CO COM $ 218,926 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 580 SHARES AMGN - AMGEN INC $ 174,400 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 2,270 SHARES AAPL - APPLE INC $ 418,247 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 229 SHARES ADM - ARCHER-DANIELS-MIDLAND CO $ 16,747 2024-01-03
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 100,000 AUTODESK INC NOTE $ 89,863 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 705 SHARES ADP - AUTOMATIC DATA PROCESSING INC $ 163,920 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 100,000 AVERY DENNISON CORP NOTE $ 105,266 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 50,000 BANK OF AMERICA CORP SER N MTN $ 49,656 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 545 SHARES BDX - BECTON DISCKINSON & CO $ 131,056 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 365 SHARES BR - BROADRIDGE FINANCIAL SOLUTIONS INC $ 71,949 2024-01-03
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,925 SHARES BIPC - BROOMFIELD INFRASTRUCTURE CORP $ 66,855 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,930 SHARES CHD - CHURCH & DWIGHT CO INC COM $ 181,324 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 80,000 CINTAS CORP NO 2 NOTE $ 77,904 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,620 SHARES CSCO - CISCO SYSTEMS INC $ 81,826 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 870 SHARES CL - COLGATE-PALMOLIVE CO COM $ 69,504 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 49,300 SHARES CLMVX - COLUMBIA MORTGAGE OPPORTUNITIES I2 CL $ 399,333 2024-01-03
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 35,000 COLUMBUS OHIO GO VAR PRP ULTD TAX BDS $ 35,257 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 210 SHARES COO - COOPER COS INC COM $ 76,415 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 100,000 COSTCO WHOLESALE CORPORATION NOTE 1.375% 6/20/27 $ 90,474 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 100,000 COSTCO WHOLESALE CORPORATION NOTE 1.6% 4/20/2030 $ 84,960 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 200,000 CROWN CASTLE INC NOTE $ 180,120 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 310 SHARES CMI - CUMMINS INC $ 73,693 2024-01-03
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 810 SHARES DHR - DANAHER CORPORATION COM $ 186,956 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 425 SHARES DE - DEERE & CO $ 167,174 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 150,000 DISNEY WALT CO NOTE $ 146,754 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 450 SHARES EOG - EOG RESOURCES INC $ 56,241 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 100,000 EDWARDS LIFESCIENCES CORP NOTE $ 98,314 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,160 SHARES EME - EMCOR GROUP INC COM $ 244,203 2024-01-03
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 963 SHARES WTRG - ESSENTIAL UTILS INC COM $ 36,507 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 150,000 ESTE LAUDER COS INC NOTE $ 125,033 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 100,000 FEDERAL HOME LOAN BA SER GL 9027 $ 96,368 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 25,000 FEDERAL HOME LOAN BANKS BOND $ 24,723 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 50,000 FEDERAL HOME LOAN BANKS BOND $ 49,244 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 35,000 FEDERAL HOME LOAN BANKS BOND $ 33,895 2024-01-03
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 30,000 FEDERAL HOME LOANS BANKS BOND $ 29,201 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 20,000 FEDERAL HOME LOAN BANKS BOND $ 19,020 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 45,000 FEDERAL FARM CR BKS BOND $ 46,077 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 100,000 FEDERAL HOME LOAN BANKS BOND $ 96,172 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 30,000 FEDERAL NATL MTG ASSN NOTE $ 29,530 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 530 SHARES FFIV - F5 INC COM $ 92,268 2024-01-03
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 28,894 SHARES FIPDX - FIDELITY INFLAT-PROT BD INDEX FUND $ 261,493 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 10,879 SHARES FUAMX - FID INTER TREATSURY BOND INDEX FUND $ 105,968 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 26 SHARES GTX - GARRETT MOTION INC COM $ 237 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 3,645 SHARES GNTX - GENTEX CORP $ 114,307 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 535 SHARES GPC - GENUINE PARTS CO COM $ 72,840 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 25,000 GREENVILLE CNTY SC SCH DIST INSTALLMENT $ 25,464 2024-01-03
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 6,405 SHARES HLMIX - HARDING LOEVNER INTL EQUITY PORT INSTL $ 162,445 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 260 SHARES HON - HONEYWELL INTERNATIONAL INC $ 53,178 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 440 SHARES HUBB - HUBBELL INC COM $ 139,410 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 100,000 HUMANA INC NOTE $ 106,067 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 245 SHARES IBM - INTERNALTIONAL BUS MACH CORP COM $ 39,224 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 50,000 INTUIT NOTE $ 52,092 2024-01-03
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,812 IAU - ISHARES GOLD TR $ 70,016 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 460 SHARES JPM - JPMORGAN CHASE & CO $ 78,812 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 600 SHARES JNJ - JOHNSON & JOHNSON COM $ 96,582 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 580 SHARES LFUS - LITTLEFUSE INC $ 148,033 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 35,000 MAGELLAN MIDSTREAM PRTNERS LP NOTE $ 34,863 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,920 SHARES MAIN - MAIN STR CAP CORP $ 83,501 2024-01-03
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 100,000 MARTIN MARIETTA MATLS INC NOTE $ 84,831 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 5,755 SHARES MIPTX - MATTHEWS PACIFIC TIGER FUND INSTL $ 104,579 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 915 SHARES MGRC - MCGRATH RENTCORP $ 105,225 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 80,000 MERCK & CO INC NOTE $ 76,342 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 775 SHARES MSFT - MICROSOFT CORP $ 287,215 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,065 SHARES NEE - NEXTERA ENERGY INC COM $ 66,019 2024-01-03
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 940 SHARES NKE - NIKE INC CLASS B COM $ 97,798 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 125,000 PARKER-HANNIFIN CORP MTN $ 122,570 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 445 SHARES PAYX - PAYCHEX INC COM $ 51,994 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 80,000 PAYPAL HLDGS INC NOTE $ 78,268 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 380 SHARES PEP - PEPSICO INC $ 65,721 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,880 SHARES PFE - PFIZER INC $ 55,892 2024-01-03
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 280 SHARES POOL - POOL CORP COM $ 97,183 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 9,302.325 SHARES OSTIX - THE OSTERWEIS STRATEGIC INCOME FD $ 101,302 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 2,200 SHARES PSAPRL - PUBLIC STORAGE 4.625 $ 46,574 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,660 SHARES RAYONIER INC $ 55,012 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 2,152 SHARES RTX CORPORATION COM $ 184,233 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 188,000 REGENERON PHARMACEUTICALS NOTE $ 153,831 2024-01-03
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 2,600 RELX - RELX PLC SPON ADS $ 100,620 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 175,000 REPUBLIC SVCS INC NOTE $ 171,796 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 50,000 REPUBLIC SVCS INC NOTE $ 50,819 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 645 SHARES RIO - RIO TINTO ADR $ 47,440 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 185 SHARES ROP - ROPER TECHNOLOGIES INC $ 98,235 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 30,000 ROSS STORES INC NOTE $ 29,749 2024-01-03
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 4,885 SHARES SBGSY - SCHNEIDER ELECTRIC SE $ 186,509 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 2,360 SHARES SONVY - SONOVA HOLDINGS AG $ 149,796 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 885 SHARES SBSI - SOUTHSIDE BANCSHARES INC $ 27,541 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 680 SHARES SYBT - STOCK YARDS BANKCORP INC $ 33,952 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 430 SHARES STURM RUGER & CO INC COM $ 19,088 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,825 SHARES TJX - TJX COMPANIES INC $ 167,353 2024-01-03
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 25,000 T MOBILE USA INC $ 24,448 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 575 SHARES TXN - TEXAS INSTRUMENTS INC COM $ 95,876 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 2,150 SHARES USBPRP - US BANKCORP DEL DEP $ 49,428 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,970 SHARES UL - UNILEVER PLC SPON ADR NEW $ 95,821 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 100,000 US BANKCORP MTN $ 98,127 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 116,000 UNITED STATES TREAS SER C-2031 $ 99,334 2024-01-03
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 100,000 UNITED STATES TREAS SER J-2029 $ 92,691 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 109,000 UNITED STATES TREAS SER E-2032 $ 99,701 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 75,000 UNITED STATES TREAS SER E-2033 $ 74,801 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 40,000 UNITED STATES TREAS SER C-2026 $ 37,695 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 90,000 UNITED STATES TREAS SER C-2027 $ 85,370 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 200,000 UNITED STATES TREAT NTS $ 173,968 2024-01-03
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 80,000 UNITED STATES TREAS SER C-2028 $ 76,578 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 50,000 UNITED STATES TREAS SER S-2025 $ 48,653 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 80,000 UNITED STATES TREAS SER C-2029 $ 74,050 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 80,000 UNITEDHEALTH GROUP INC NOTE $ 78,070 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 270 SHARES VLTO - VERALTO CORP $ 21,074 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,120 SHARES VZ - VERIZON COMMUNICATIONS INC $ 43,859 2024-01-03
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 455 SHARES V - VISA INC $ 117,381 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 10,493 SHARES VIISX - VIRTUS KAR INTL SMALL MID CAP I $ 185,737 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 430 SHARES WMT - WALMART INC COM $ 68,499 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 12,084 SHARES WIESX - WASATCH EMG MRKTS SELECT FUND INSTL $ 199,032 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 550 SHARES WM - WASTE MANAGEMENT INC $ 98,192 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 505 SHARES WATERS CORP $ 154,469 2024-01-03
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 205 SHARES WSO - WATSCO INC $ 83,880 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 20,060 SHARES WEFIX - WEITZ SHORT DURATION INCOME FUND $ 237,919 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 445 SHARES WSM - WILLIAMS SONOMA INC $ 86,574 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,870 YETI - YETI HLDGS INC COM $ 88,152 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 100,000 HEWLETT PACKARD ENTERPISE CO NOTE $ 99,408 2024-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE GRIFFIN CHARITABLE FOUNDATION INC
  		Employer identification number

84-3999885
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE GRIFFIN CHARITABLE FOUNDATION INC
EIN:
84-3999885
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS - NBT-WM 28,722 26,429
CORPORATE BONDS - FIDELITY 3,238,622 3,131,859

TY 2024 InvestmentsCorpStockSchedule
Name:
THE GRIFFIN CHARITABLE FOUNDATION INC
EIN:
84-3999885
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITIES - AFS 53,095 122,447
COMMON STOCKS - NBT-WM 1,457,119 2,525,770
COMMON STOCKS - FIDELITY 6,335,798 10,197,957

TY 2024 InvestmentsGovtObligationsSch
Name:
THE GRIFFIN CHARITABLE FOUNDATION INC
EIN:
84-3999885
US Government Securities - End of Year Book Value:

1,886,028
US Government Securities - End of Year Fair Market Value:

1,819,424
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
THE GRIFFIN CHARITABLE FOUNDATION INC
EIN:
84-3999885
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MUTUAL FUNDS - AFS AT COST 2,213,389 2,811,630
EXCHANGE TRADED PRODUCTS - AFS AT COST 1,808,130 2,791,966
MUTUAL FUNDS - NBT-WM AT COST 1,334,343 1,206,056
MUTUAL FUNDS - FIDELITY AT COST 2,918,086 2,754,864
EXCHANGE TRADED PRODUCTS - FIDELITY AT COST 289,434 408,900
EXCHANGE TRADED PRODUCTS - NBT - WM AT COST 643,777 729,711
OPPORTUNITY FUND - FIDELITY AT COST 500,000 497,163
FEEDER FUND - NBT AT COST 500,000 519,435
REAL ESTATE FUNDS - NBT - WM AT COST 223,639 242,353

TY 2024 OtherAssetsSchedule
Name:
THE GRIFFIN CHARITABLE FOUNDATION INC
EIN:
84-3999885
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
VARFLEX CORPORATION COMMON STOCK 5,176,000 5,112,504 9,748,000


TY 2024 OtherDecreasesSchedule
Name:
THE GRIFFIN CHARITABLE FOUNDATION INC
EIN:
84-3999885
Description Amount
OTHER - INVESTMENT BASIS ADJUSTMENTS 2,070,598


TY 2024 OtherExpensesSchedule
Name:
THE GRIFFIN CHARITABLE FOUNDATION INC
EIN:
84-3999885
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 6,858 6,858   0
INVESTMENT MANAGEMENT FEES 154,004 154,004   0


TY 2024 OtherIncomeSchedule2
Name:
THE GRIFFIN CHARITABLE FOUNDATION INC
EIN:
84-3999885
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 - REVERE TACTICAL OPPORTUNITY FUND 2,084 2,084 2,084
VARFLEX CORPORATION - ORDINARY LOSS -241,482   -241,482
VARFLEX CORPORATION - RENTAL INCOME 90   90
VARFLEX CORPORATION - INTEREST INCOME 131,325   131,325
VARFLEX CORPORATION - DIVIDEND INCOME 82,258   82,258
VARFLEX CORPORATION - STCG 1,693   1,693
VARFLEX CORPORATION - LTCG 29,461   29,461
VARFLEX CORPORATION - FOREIGN TAX -788   -788
REVERE TACTICAL OPPORTUNITIES FUND - UBTI 6,838   6,838


TY 2024 OtherProfessionalFeesSchedule
Name:
THE GRIFFIN CHARITABLE FOUNDATION INC
EIN:
84-3999885
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 11,592 11,592   0
DIRECTOR FEES 12,500 12,500   0


TY 2024 SubstantialContributorsSch
Name:
THE GRIFFIN CHARITABLE FOUNDATION INC
EIN:
84-3999885
Name Address
THE WILLIAM L GRIFFIN AMENDED AND RESTATED REVOCABLE TRUST
  		512 W COURT STREET
ROME,NY13440


TY 2024 TaxesSchedule
Name:
THE GRIFFIN CHARITABLE FOUNDATION INC
EIN:
84-3999885
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 9,946 9,946   0