LILLIAN SHERWOOD GRISWOLD FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LILLIAN SHERWOOD GRISWOLD FOUNDATION (EIN 33-0668667)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349104897
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T16:01:15-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 MICHELLE DRIVE 300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330668667 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LILLIAN SHERWOOD | BusinessNameLine1Txt |
| Business Name Line2 | GRISWOLD FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LILL | BusinessNameControlTxt |
| Phone | 2816879671 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 SOUTH 3RD ST | AddressLine1Txt |
| City | LANDER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82520 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEGAN GRISWOLD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3606728644 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MEGAN | PersonFirstNm |
| Person Last | GRISWOLD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA N RYSSEL CPA | PreparerPersonNm |
| PTIN | P00643670 | PTIN |
| Phone | 7149781300 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,433,482 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,697,583 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $173,909 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $173,909 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,519 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $400,920 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,881 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,926,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $222,790 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,088 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,088 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,194 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,597 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,597 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,707 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,707 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,101 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,101 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $552 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,642 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,493 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,597 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,642 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,493 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,597 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,830,369 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $180,297 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,740,211 | CashBOYAmt |
| Cash EOY | $44,673 | CashEOYAmt |
| Cash EOYFMV | $44,673 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $2,498,048 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,498,048 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,742,761 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,742,761 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,148,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,148,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,740,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,433,482 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,433,482 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,740,211 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,433,482 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,740,211 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,433,482 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,740,211 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,433,482 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,740,211 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,830,369 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,500 | OtherIncreasesAmt |
| Subtotal | $11,573,080 | SubtotalAmt |
| Other Decreases | $139,598 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,433,482 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2021-01-01 | 2022-12-31 | $348,638 | $349,639 | -$1,001 | -$1,001 |
| CAPITAL GAIN DISTRIBUTIONS | 2021-01-01 | 2022-12-31 | $52,282 | $52,282 | $52,282 | |
| GRISWOLD LEGACY II, LLC | 2021-01-01 | 2022-12-31 | $2,400 | -$2,400 | -$2,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,881 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,506 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,506 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,506 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $116 | EsPenaltyAmt |
| Tax Due | $2,622 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | MICHELLE ESCUDERO | IndividualWithBooksNm |
| Phone | 2816879671 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 S 3RD ST | AddressLine1Txt |
| City | LANDER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82520 | 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $634,840 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,055,802 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,008,833 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,699,475 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,699,475 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,492 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,583,983 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $379,199 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $379,199 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,506 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,506 | TotalTaxAmt |
| Distributable Before Adj | $376,693 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $376,693 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $376,693 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,597 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $52,597 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $376,693 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $243,822 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $145,937 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $429,215 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $922,346 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,741,320 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,597 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,597 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $324,096 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $324,096 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,417,224 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,417,224 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $65,663 | ExcessFromYear4Amt |
| Excess From Year3 | $429,215 | ExcessFromYear3Amt |
| Excess From Year2 | $922,346 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHELSEA'S FUND | |||||||
| PO BOX 1472 | LANDER | WY | 82520 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| JUST THE PILL | |||||||
| 2038 FORD PKWY NO444 | SAINT PAUL | MN | 55116 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| WINTERGREEN ADAPTIVE SPORTS | |||||||
| PO BOX 4334 | CHARLOTTESVILLE | VA | 22903 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| WYOMING OUTDOOR COUNCIL | |||||||
| 262 LINCOLN STREET | LANDER | WY | 82520 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| LEAGUE OF WOMEN VOTERS OF FREMONT COUNTY ED FUND-WY 311 | |||||||
| 845 S 7TH STREET | LANDER | WY | 82520 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| APPLE VALLEY SCHOOL | |||||||
| 130 EUGENE STREET | LANDER | WY | 82520 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| DARAJA EDUCATION FUND | |||||||
| PO BOX 4333 | SAN RAFAEL | CA | 94913 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173,909 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,519 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $228,428 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $228,428 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| GRISWOLD INDUSTRIES | |||||||
| 1 | 1701 PLACENTIA AVE | COSTA MESA | CA | 92627 | $1,283,855 | Yes (X) | |
| MARITAL TR UNDER 1996 DAVID GRISWOLD TR | |||||||
| 2 | 115 2ND STREET SUITE 386 | LANGLEY | WA | 98260 | $7,413,728 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 49.5% INTEREST IN GRISWOLD LEGACY II AND VARIOUS STOCKS | NoncashPropertyDesc |
| Fair Market Value | $6,646,316 | FairMarketValueAmt |
| Received | 2022-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $33,194 | Amt |
| Net Investment Income | $16,597 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,597 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FLEXSHAR STX GLOBAL(NFRA) | AT COST | $5,948 | $5,948 |
| FLEXSHARE IBOXX 3YE (TDTT | AT COST | $10,090 | $10,090 |
| FLEXSHARES UPSTREAM (GUNR) | AT COST | $7,173 | $7,173 |
| NORTHERN HIGH YIELD FIXE (NHFIX | AT COST | $60 | $60 |
| NORTHERN TAX-ADVANTAGED (NTAUX) | AT COST | $83 | $83 |
| VANGUARD SHORT-TERM INVE (VFSUX) | AT COST | $254,586 | $254,586 |
| VANGUARD ULTRA-SHORT-TER (VUSFX) | AT COST | $251,255 | $251,255 |
| CALVERT EQUITY I (CEYIX) | AT COST | $698,555 | $698,555 |
| CALVERT INTERNATIONAL EQ (CWVIX) | AT COST | $721,901 | $721,901 |
| CONESTOGA SMALL CAP INST (CCALX) | AT COST | $256,265 | $256,265 |
| DFA US LARGE CAP VALUE L (DFLVX) | AT COST | $260,482 | $260,482 |
| NORTHERN INTERNATIONAL E (NOINX) | AT COST | $174 | $174 |
| NORTHERN STOCK INDEX (NOSIX) | AT COST | $361 | $361 |
| VANGUARD INTERNATIONAL G (VWIGX) | AT COST | $275,828 | $275,828 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,088 | LegalFeesAmt |
| Net Investment Income | $3,088 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN GRISWOLD LEGACY II, LLC | Desc |
| EOY Book Value | $6,148,000 | EOYBookValueAmt |
| EOYFMV | $6,148,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS ON INVESTMENT | $139,415 |
| NONDEDUCT EXPENSES | $183 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRISWOLD LEGACY II LLC | Desc |
| Revenue And Expenses Per Books | $552 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX EXEMPT INTEREST | Desc |
| Amt | $2,500 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $20,707 | Amt |
| Net Investment Income | $20,707 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| GRISWOLD INDUSTRIES | |||
| 1701 PLACENTIA AVE | COSTA MESA | CA | 92627 |
| MARITAL TRUST CREATED UNDER 1996 DA | |||
| 115 2ND STREET 386 | LANGLEY | WA | 98260 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $2,101 | Amt |
| Net Investment Income | $2,101 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |