LILLYS GIFT FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LILLYS GIFT FOUNDATION (EIN 68-0445376)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-07
- IRS object ID
- 202011899349101636
- Schema version
- 2019v5.0
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-07T14:11:59-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680146027 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGT CPAS AND ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 N MOUNT SHASTA BLVD STE 300 | AddressLine1Txt |
| City | MOUNT SHASTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680445376 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LILLYS GIFT FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | LOIS G ERICSON PRESIDENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LILL | BusinessNameControlTxt |
| Phone | 5305987446 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8519 SHADY DELL ROAD | AddressLine1Txt |
| City | MACDOEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96058 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOIS ERICSON | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Logan Castle CPA | PreparerPersonNm |
| PTIN | P00739887 | PTIN |
| Phone | 5309263881 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,834,595 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,870,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $534,614 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $534,614 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $534,614 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$76,205 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,334,013 | GrossSalesPriceAmt |
| Total Rev And Expnss | $2,328,409 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $534,614 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $534,614 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $2,585 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $2,585 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $12,661 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $12,661 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $71,405 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,405 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $57,942 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $57,782 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $160 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $50 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $144,643 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $129,187 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $15,456 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,000,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,000,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,144,643 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $129,187 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $15,456 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,000,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,183,766 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $405,427 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $519,158 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $372,478 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $388,314 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $388,314 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $14,509,258 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,446,281 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,446,281 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,881,736 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,834,595 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,834,595 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,881,736 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,881,736 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,834,595 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,881,736 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,834,595 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,881,736 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,183,766 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,769,093 | OtherIncreasesAmt |
| Subtotal | $18,834,595 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,834,595 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2000-01-01 | 2019-12-01 | $2,931,442 | $3,064,358 | -$132,916 | -$132,916 |
| PUBLICLY TRADED SECURITIES | P | 2019-01-01 | 2019-12-01 | $1,337,396 | $1,345,860 | -$8,464 | -$8,464 |
| Capital Gain Dividends | $65,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$76,205 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$8,464 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,016,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,653,441 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06491 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,000,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,240,657 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07022 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $920,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,945,205 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07107 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $896,094 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,710,262 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07652 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $900,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,340,648 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07936 | DistributionYr5Rt |
| Total Distribution | 0.362079 | TotalDistributionRt |
| Average Distribution | 0.072416 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,842,485 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,219,665 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,054 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,223,719 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,000,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,109 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,109 | SubtotalAmt |
| Tax Based On Investment Income | $8,109 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,068 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $32,068 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $23,959 | OverpaymentAmt |
| Applied To ES Tax | $23,959 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEGGY KING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5305987446 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8519 SHADY DELL ROAD | AddressLine1Txt |
| City | MACDOEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96058 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LOIS ERICSON | ||||||
| 8519 SHADY DELL ROAD | MACDOEL | CA | 96058 | President | 1.00 | $0 |
| CONSTANCE SHERWOOD | ||||||
| 2325 TYLER STREET | EUGENE | OR | 97405 | Secretary | 0.00 | $0 |
| STEVEN L ERICSON | ||||||
| 7001 EAST BUTTE VALLEY ROAD | DORRIS | CA | 96023 | Vice President | 0.00 | $0 |
| MARILYN ERICSON | ||||||
| 8519 SHADY DELL ROAD | MACDOEL | CA | 96058 | Vice President | 0.00 | $0 |
| PEGGY KING | ||||||
| 8519 SHADY DELL ROAD | MACDOEL | CA | 96058 | CFO | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,877,621 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $221,349 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,098,970 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $17,098,970 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $256,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,842,485 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $842,124 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $842,124 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,109 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,109 | TotalTaxAmt |
| Distributable Before Adj | $834,015 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $834,015 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $834,015 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,000,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,000,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,000,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $834,015 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $337,140 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $318,393 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $289,825 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $304,074 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $265,317 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,514,749 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,000,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $834,015 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $165,985 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,680,734 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $337,140 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,343,594 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $318,393 | ExcessFromYear4Amt |
| Excess From Year3 | $289,825 | ExcessFromYear3Amt |
| Excess From Year2 | $304,074 | ExcessFromYear2Amt |
| Excess From Year1 | $265,317 | ExcessFromYear1Amt |
| Excess From Current Year | $165,985 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LILLY'S GIFT FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8519 SHADY DELL ROAD | AddressLine1Txt |
| City | MACDOEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96058 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5303984373 | RecipientPhoneNum |
| Form And Info And Materials | POTENTIAL RECIPIENTS ARE TO SUBMIT A WRITTEN LETTER EXPLAINING NEED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS ON AWARDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 10TH DISTRICT AGRICULTURAL ASSOCIAT | |||||||
| 1712 FAIRLANE ROAD | YREKA | CA | 96097 | NONE | PC | FOR SUPPORT OF FAIRS. FUNDS NOT TO BE USED FOR ADMINISTRATIVE EXPENSES. | $300,000 |
| TULELAKE-BUTTE VALLEY FAIR FRIENDS | |||||||
| PO BOX 866 | TULELAKE | CA | 96134 | NONE | PC | FOR SUPPORT OF FAIRS. FUNDS NOT TO BE USED FOR ADMINISTRATIVE EXPENSES. | $300,000 |
| ASANTE FOUNDATION | |||||||
| 2600 SISKIYOU BLVD SUITE 100 | MEDFORD | OR | 97504 | NONE | PC | PROVIDE FUNDS FOR COMMUNITY HEALTH CARE. | $5,000 |
| PAWS-PERFORMING ANIMAL WELFARE SOCI | |||||||
| PO BOX 849 | GALT | CA | 95632 | NONE | PC | PROVIDE FUNDS TO ASSIST IN PROTECTING PERFORMING ANIMALS | $15,000 |
| THE ACADEMY OF SISTERS | |||||||
| 62895 HAMBY ROAD | BEND | OR | 97701 | NONE | PC | FOR SUPPORT OF AN AT RISK BOARDING SCHOOL FOR GIRLS. FUNDS NOT TO BE USED FOR ADMINISTRATIVE USE. | $5,000 |
| STEVENS JOHNSON SYNDROME FOUNDATION | |||||||
| PO BOX 350333 | WESTMINSTER | CO | 80035 | NONE | PC | PROVIDE FUNDS FOR RESEARCH | $15,000 |
| SKY LAKES CANCER TREATMENT CENTER | |||||||
| 2865 DAGGETT AVENUE | KLAMATH FALLS | OR | 97601 | NONE | PC | PROVIDE FUNDS FOR MAMMOGRAPHIC FUND | $2,000 |
| SEARCH DOG FOUNDATION | |||||||
| 201 E OJAI AVENUE | OJAI | CA | 93023 | NONE | PC | PROVIDE FUNDS TO RECRUIT RESCUED DOGS FOR USE BY FIRST RESPONDERS | $15,000 |
| RONALD MCDONALD HOUSES OF ORANGE CO | |||||||
| 383 SOUTH BATAVIA STREET | ORANGE | CA | 92868 | NONE | PC | ASSIST IN HOUSING FOR SERIOUSLY ILL CHILDREN & THEIR FAMILIES | $4,000 |
| ROCKY MOUNTAIN CHILDREN'S HEALTH FN | |||||||
| 2055 HIGH STREET SUITE 240 | DENVER | CO | 80205 | NONE | PC | SUPPORT TO PEDIATRIC PATIENTS & THEIR FAMILIES | $6,000 |
| RED BUCKET EQUINE RESCUE | |||||||
| 18381 GOLDEN WEST STREET | HUNTINGTON BEACH | CA | 92648 | NONE | PC | PROVIDE FUNDS TO SAVE & REHABILITATE ABANDONED & UNWANTED HORSES | $10,000 |
| ORANGE COUNTY RESCUE MISSION | |||||||
| ONE HOPE DRIVE | TUSTIN | CA | 92782 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE MISSION OF THE RESCUE MISSION | $10,000 |
| THE MUSTARD SEED RANCH | |||||||
| 1421 EDINGER SUITE B | TUSTIN | CA | 92780 | NONE | PC | FOR THE MUSTARD SEED RANCH PROGRAM | $12,000 |
| MILLER CHILDREN'S HOSPITAL LONG BEA | |||||||
| 2801 ATLANTIC AVENUE | LOGN BEACH | CA | 90801 | NONE | PC | PROVIDE FUNDS TO ASSIST IN PEDIATRIC CARE FOR CHILDREN AND YOUNG ADULTS | $10,000 |
| MERCY HOME FOR BOYS GIRLS | |||||||
| 1140 W JACKSON BOULEVARD | CHICAGO | IL | 60607 | NONE | PC | FOR FOOD, CLOTHING AND SHELTER FOR THOSE ASSISTED | $2,000 |
| KLAMATH FALLS GOSPEL MISSION | |||||||
| 823 WALNUT AVENUE | KLAMATH FALLS | OR | 97601 | NONE | PC | ASSISTANCE FOR EMERGENCY FOOD, CLOTHING & SHELTER | $6,000 |
| STABLE HANDS | |||||||
| PO BOX 1852 | YREKA | CA | 96097 | NONE | PC | PROVIDE FUNDS FOR THERAPEUTIC RIDING PROGRAM. FUNDS TO BE USED FOR AREA IMPROVEMENTS | $29,000 |
| SMART-START MAKING A READER TODAY | |||||||
| 219 NW 12TH AVENUE SUITE 203 | PORTLAND | OR | 97209 | NONE | PC | PROVIDE FUNDS FOR READING PROGRAMS | $19,000 |
| MARCH OF DIMES | |||||||
| 2222 MARTIN SUITE 155 | IRVINE | CA | 92612 | NONE | PC | FOR ANY EXPENDITUER RELATED TO CHARITABLE PURPOSE | $25,000 |
| KLAMATH LAKE COUNTIES FOOD BANK | |||||||
| 3231 MAY WOOD DRIVE | KLAMATH FALLS | OR | 97601 | NONE | PC | FOR EMERGENCY FOOD ASSISTANCE ONLY | $20,000 |
| KLAMATH LAKE COUNTY CARES | |||||||
| 2220 ELDORADO BOULEVARD | KLAMATH FALLS | OR | 97601 | NONE | PC | FOR SUPPORT OF CHILD ABUSE PROGRAM | $20,000 |
| ALSA - ORANGE COUNTY | |||||||
| 2230 WEST CHAPMAN SUITE 123 | ORANGE | CA | 92868 | NONE | PC | FOR ANY EXPENDITURE RELATED TO CHARITABLE PURPOSE | $10,000 |
| KLAMATH HOSPICE INC | |||||||
| 4745 S 6TH STREET | KLAMATH FALLS | OR | 97601 | NONE | PC | FOR CLIENT CARE OR CAMP EVERGREEN | $5,000 |
| BOYS REPUBLIC | |||||||
| 1907 BOYS REPUBLIC DRIVE | CHINO HILLS | CA | 91709 | NONE | PC | PROVIDE FUNDS FOR THE DELLA ROBBIA WREATH PROGRAM WHICH SUPPORTS AT RISK YOUTH | $5,000 |
| EASTER SEALS BAY AREA | |||||||
| 391 TAYLOR BOULEVARD | PLEASANT HILL | CA | 94523 | NONE | PC | FOR THE SUMMER CAMP PROGRAM AT EAGLE LAKE OR GRIZZ. | $5,000 |
| JIMMY V FOUNDATION | |||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | NONE | PC | PROVIDE FUNDS TO HELP WITH CANCER RESEARCH | $10,000 |
| HOSANNA CHRISTIAN SCHOOL | |||||||
| 5000 HOSANNA WAY | KLAMATH FALLS | OR | 97603 | NONE | PC | PROGRAM ASSISTANCE TO CHRISTIAN SCHOOL | $5,000 |
| HEALTHY-SMILES KIDS OF ORANGE COUNT | |||||||
| 10602 CHAPMAN AVENUE SUITE 200 | GARDEN GROVE | CA | 92840 | NONE | PC | PROVIDE FUNDS FOR PROMOTING ORAL HEALTH FOR THE KIDS OF ORANGE COUNTY | $15,000 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | NONE | PC | SUPPORT FOR THE BLIND | $10,000 |
| FRIENDS OF THE NRA - KLAMATH FALLS | |||||||
| 9233 OLD FORT ROAD | KLAMATH FALLS | OR | 97601 | NONE | PC | FOR ANY EXPENDITURE RELATED TO EXEMPT FUNCTION | $3,000 |
| KLAMATH CRISIS CENTER | |||||||
| PO BOX 1358 | KLAMATH FALLS | OR | 97601 | NONE | PC | ASSISTANCE FOR VICTIMS OF SEXUAL AND DOMESTIC VIOLENCE | $5,000 |
| BUTTE VALLEY AMBULANCE SERVICE | |||||||
| PO BOX 9 | DORRIS | CA | 96023 | NONE | PC | TO PROVIDE SERVICE TO INDIVIDUALS WHO CANNOT PAY | $4,000 |
| KLAMATH HUMANE SOCIETY | |||||||
| PO BOX 482 | KLAMATH FALLS | OR | 97601 | NONE | PC | BUILDING FUND | $6,000 |
| CA CHAPTERS-ROCKY MOUNTAIN ELK FNDT | |||||||
| PO BOX 8249 | MISSOULA | MT | 59807 | NONE | PC | WILDLIFE ENHANCEMENT | $5,000 |
| BUTTE VALLEY FIRE PROTECTION DISTRI | |||||||
| PO BOX 103 | MACDOEL | CA | 96058 | NONE | PC | TO PURCHASE NEW EQUIPMENT | $10,000 |
| THE GIDEONS INTERNATIONAL | |||||||
| 3863 HOOKER ROAD | ROSEBURG | OR | 97470 | NONE | PC | PROVIDE FUNDS FOR BIBLE DISTRIBUTION | $1,000 |
| MADRONE HOSPICE | |||||||
| 255 COLLIER WAY | YREKA | CA | 96097 | NONE | PC | FOR CLIENT CARE | $20,000 |
| TAIL WAGGERS RESCUE | |||||||
| 560 A NE F STREET 127 | GRANTS PASS | OR | 97526 | NONE | PC | ANIMAL RESCUE | $5,000 |
| WATER FOR LIFE | |||||||
| 75-5851 KUAKINI HWY 75 | KAILUA KONA | HI | 96740 | NONE | PC | ASSIST IN PROVIDING SAFE WATER FOR THE WORLD | $5,000 |
| SMART CARNIVAL SUPER EVENT | |||||||
| 2834 S 6TH STREET | KLAMATH FALLS | OR | 97603 | NONE | PC | COMMUNITY CARNIVAL AND SUPERHERO EVENT | $6,000 |
| CA CATTLE WOMEN HERITAGE FOUNDATION | |||||||
| 791 SPARROW DRIVE | FERNLEY | NV | 89408 | NONE | PC | SUPPORT CALIFORNIA CATTLE INDUSTRY | $5,000 |
| BENEFIT FOR THE BASIN | |||||||
| 6510 S 6TH STREET 130 | KLAMATH FALLS | OR | 97603 | NONE | PC | TO SUPPORT YOUTH, EDUCATION, COMMUNITY, AND THE KLAMATH COUNTY FAIRGROUNDS. | $5,000 |
| CALIFORNIA DEER ASSOCIATION | |||||||
| 1431 N MARKET BLVD STE 1 | SACRAMENTO | CA | 95834 | NONE | PC | CONSERVATION ORGANIZATION TO PRESERVE DEER HABITAT AND DEER. | $5,000 |
| CIVIL DEFENSE COMMUNICATIONS AUXILI | |||||||
| 2731 ALTAMONT DRIVE | KLAMATH FALLS | OR | 97603 | PC | TO PROVIDE INSTRUCTION TO AMATEUR RADIO AND EMERGENCY COMMUNICATION OPERATORS | $5,000 | |
| FRIENDS OF THE NRA | |||||||
| PO BOX 670 | DORRIS | CA | 96023 | PC | FOR ANY EXPENDITURE RELATED TO THE EXEMPT PURPOSE | $5,000 | |
| SMILE TRAIN | |||||||
| 633 THIRD AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | PC | TO PROVIDE SERVICES TO CHILDREN BORN WITH A CLEFT. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,000,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $534,614 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$76,205 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $534,614 | ExclusionAmt |
| Related Or Exempt Function Incm | -$76,205 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $458,409 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GRISWOLD INDUSTRIES | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 PLACENTIA AVENUE | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92627 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,870,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $12,661 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,661 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFB NORTHERN FUNDS STK INDEX FD | FMV | $5,617,871 | $5,617,871 |
| MFB NORTHERN EQUITY INDEX FUNDS MID CAP | FMV | $987,942 | $987,942 |
| MFB NORTHERN FUNDS SMALL CAP INDEX | FMV | $578,360 | $578,360 |
| MFB NORTHERN EQUITY INDEX FUNDS INTL EQT | FMV | $3,447,433 | $3,447,433 |
| MFO DFA INTL SMALL CO PORTFOLIO | FMV | $644,354 | $644,354 |
| MFB NORTHERN FUNDS EMERGING MKTS EQUITY | FMV | $1,151,310 | $1,151,310 |
| MFB NORTHERN FUNDS BD INDEX FD | FMV | $1,552,383 | $1,552,383 |
| MFB NORTHERN FUNDS HIGH YIELD FIXED INC | FMV | $2,052,334 | $2,052,334 |
| MFC FLEXSHARES TR STOXX GLOBAL BROAD INF | FMV | $737,995 | $737,995 |
| MFB NORTHERN FDS GLOBAL REAL ESTATE | FMV | $910,138 | $910,138 |
| MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPS | FMV | $766,161 | $766,161 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,585 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,585 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $50 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $71,405 | Amt |
| Net Investment Income | $71,405 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $43,000 | $43,000 | |
| FOREIGN TAX PAID | $14,782 | $14,782 | |
| STATE FILING FEES | $160 | $160 |