2024-04-25T14:45:33-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990PF 2023-01-01 330668667 THE LILLIAN SHERWOOD GRISWOLD FOUNDATION LILL 2816879671 801 SOUTH 3RD ST LANDER WY 82520 MEGAN GRISWOLD PRESIDENT 3606728644 2024-04-03 1 MEGAN GRISWOLD 999009999 0 LISA N RYSSEL CPA P00643670 7149781300 2024-04-03 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 13005577 X 973077 374178 374178 31116 278249 14095 1378371 388273 0 0 0 20640 20640 0 24833 12417 12416 42025 42025 0 1814 1814 0 4754 4354 400 94066 81250 12816 33750 33750 127816 81250 46566 1250555 307023 44673 154975 154975 2498048 2425682 2425682 2742761 5189585 5189585 6148000 5235335 5235335 11433482 13005577 13005577 0 0 X 11433482 13005577 11433482 13005577 11433482 13005577 11433482 1250555 459676 13143713 138136 13005577 CAPITAL GAIN DIVIDENDS P 28046 28046 28046 INVESTMENT SALES P 250203 264154 -13951 -13951 14095 4268 0 4268 0 4268 0 0 0 0 0 145 4413 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A MICHELLE ESCUDERO 2816879671 801 S 3RD ST LANDER WY 82520 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MEGAN GRISWOLD 5000 W ESPLANADE AVE 259 METAIRIE LA 70006 PRESIDENT / TREASURER 2.00 0 0 0 MICHELLE L ESCUDERO 801 S 3RD ST LANDER WY 82520 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 3591363 3183957 5691668 12466988 0 0 12466988 187005 12279983 613999 613999 4268 4268 609731 0 609731 0 609731 46566 0 46566 609731 0 0 65663 429215 922346 1417224 46566 0 0 0 46566 0 563165 563165 854059 0 0 0 0 0 0 0 854059 854059 X APPLE VALLEY SCHOOL 130 EUGENE STREET LANDER WY 82520 NONE PC CHARITABLE PURPOSE 5000 CHELSEA'S FUND PO BOX 1472 LANDER WY 82520 NONE PC CHARITABLE PURPOSE 4400 DARAJA EDUCATION FUND PO BOX 4333 SAN RAFAEL CA 94913 NONE PC CHARITABLE PURPOSE 5000 BARNARD COLLEGE 3009 BROADWAY NEW YORK NY 10027 NONE PC CHARITABLE PURPOSE 8750 CONSERVATION LAW FOUNDATION 15 EAST STATE STREET STE 4 MONTPELIER VT 05602 NONE PC CHARITABLE PURPOSE 5000 CIRCLE OF HOPE HEALTHCARE SERVICES INC 712 H ST NE SUITE 1825 WASHINGTON DC 20002 NONE PC CHARITABLE PURPOSE 600 MARCH OF DIMES 101 MONTGOMERY ST SUITE 300 SAN FRANCISCO CA 94104 NONE PC CHARITABLE PURPOSE 5000 33750 0 14 374178 18 31116 0 405294 0 405294 0 0 0 0 0 0 0 0 0 0 X X 1 GRISWOLD INDUSTRIES 1701 PLACENTIA AVE COSTA MESA CA 92627 970783 X ACCOUNTING FEES 24833 12417 12416 VANGUARD SHORT-TERM INVE (VFSUX) AT COST 312879 312879 VANGUARD ULTRA-SHORT-TER (VUSFX) AT COST 254314 254314 CALVERT EQUITY I (CEYIX) AT COST 926263 926263 CALVERT INTERNATIONAL EQ (CWVIX) AT COST 826268 826268 CONESTOGA SMALL CAP INST (CCALX) AT COST 369744 369744 DFA US LARGE CAP VALUE L (DFLVX) AT COST 509817 509817 VANGUARD INTERNATIONAL G (VWIGX) AT COST 310549 310549 CHARLES SCHWAB US MC AT COST 170318 170318 VANGUARD INTERNATNL HGH DIV YLD AT COST 214630 214630 DOUBLELINE TOTAL RETURN BOND I AT COST 308825 308825 VANGUARD INTERM-TERM INVEST-GRDE AT COST 537072 537072 VANGUARD SHORT-TERM CORP BD IDX AT COST 255692 255692 DFA US SMALL CAP VALUE I AT COST 193214 193214 LEGAL FEES 20640 20640 0 INVESTMENTS IN GRISWOLD LEGACY II, LLC 6148000 5235335 5235335 NONDEDUCT EXPENSES 138136 LICENSES & FEES 400 0 400 GRISWOLD LEGACY II - ORD BUSN LOSS 4354 4354 0 UNREALIZED GAIN/LOSS ON INVESTMENT 458974 TAX EXEMPT INTEREST 702 MANAGEMENT FEES 42025 42025 0 FOREIGN TAXES 1814 1814 0