STRATEGY STUDIO / PUBLIC DATA EXPLORER

LILLIAN SHERWOOD GRISWOLD FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LILLIAN SHERWOOD GRISWOLD FOUNDATION (EIN 33-0668667)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-08
IRS object ID
202041609349100439
Schema version
2019v5.0
Note
A later return for the same period supersedes this one.
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-08T12:53:46-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330686301PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1White Nelson Diehl Evans LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12875 Michelle Drive Suite 300AddressLine1Txt
CityIrvineCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330668667EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LILLIAN SHERWOOD GRISWOLD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLILLBusinessNameControlTxt
Phone9496532607PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12803 BARRANCA PKWYAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID E GRISWOLDPersonNm
Person TitlePresidentPersonTitleTxt
Signature2020-06-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChristina M Wenk CPAPreparerPersonNm
PTINP01255081PTIN
Phone7149781300PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,043,076FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,253,254ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$435DividendsRevAndExpnssAmt
Dividends Net Invst Incm$435DividendsNetInvstIncmAmt
Total Rev And Expnss$1,253,689TotalRevAndExpnssAmt
Total Net Invst Incm$435TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$6,780AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$435AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,345AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$145OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$145OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,925TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$435TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,490TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$516,259ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$516,259ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$523,184TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$435TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$522,749TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$730,505ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$998CashBOYAmt
Sav And Temp Cash Invst BOY$1,311,489SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,043,076SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,043,076SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,312,487TotalAssetsBOYAmt
Total Assets EOY$2,043,076TotalAssetsEOYAmt
Total Assets EOYFMV$2,043,076TotalAssetsEOYFMVAmt
Accounts Payable EOY$1,730AccountsPayableEOYAmt
Loans From Officers BOY$291LoansFromOfficersBOYAmt
Other Liabilities BOY$1,355OtherLiabilitiesBOYAmt
Total Liabilities BOY$1,646TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,730TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,310,841RetainedEarningBOYAmt
Retained Earning EOY$2,041,346RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,310,841TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,041,346TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,312,487TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,043,076TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,310,841TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$730,505ExcessRevenueOverExpensesAmt
Subtotal$2,041,346SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,041,346TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$199,146AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,064,174NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.18714DistributionYr1Rt
Adjusted Qlfy Distri Yr2$281,881AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$761,178NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.37032DistributionYr2Rt
Adjusted Qlfy Distri Yr3$239,814AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$629,147NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.38117DistributionYr3Rt
Adjusted Qlfy Distri Yr4$383,423AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$473,810NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.80923DistributionYr4Rt
Adjusted Qlfy Distri Yr5$389,151AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$133,349NetVlNoncharitableAssetsYr5Amt
Distribution Yr52.91829DistributionYr5Rt
Total Distribution4.666156TotalDistributionRt
Average Distribution0.933231AverageDistributionRt
Net Vl Noncharitable Assets$1,870,671NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,745,768AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$1,745,768AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$522,749QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$154EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$154TotalPaymentsAndCreditsAmt
Overpayment$154OverpaymentAmt
Refund$154RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (true)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1EILEEN KELLYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2816879671PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15000 W Esplanade Ave 259AddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70006ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DAVID E GRISWOLD
2803 BARRANCA PKWYIRVINECA92606President2.00$0
CAROL GRISWOLD-BACIGALUPI
2938 MEINHOLD RDLANGLEYWA98260Secretary0.00$0
RICHARD BACIGALUPI
2938 MEINHOLD RDLANGLEYWA98260Executive Dir.0.00$0
RICHARD BACIGALUPI
2938 MEINHOLD RDLANGLEYWA98260Treasurer0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,834AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,878,324AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,899,158TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,899,158AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,487CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,870,671NetVlNoncharitableAssetsAmt
Minimum Investment Return$93,534MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$93,534MinimumInvestmentReturnAmt
Distributable Before Adj$93,534DistributableBeforeAdjAmt
Distributable Before Ded$93,534DistributableBeforeDedAmt
Distributable As Adjusted$93,534DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$522,749ExpensesAndContributionsAmt
Qualifying Distributions$522,749QualifyingDistributionsAmt
Adjusted Qualifying Distri$522,749AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$93,534DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$382,484ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$359,732ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$208,357ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$243,822ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$145,937ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,340,332TotalExcessDistributionCyovAmt
Qualifying Distributions$522,749QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$93,534AppliedToCurrentYearAmt
Remaining Distri From Corpus$429,215RemainingDistriFromCorpusAmt
Total Corpus$1,769,547TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$382,484ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,387,063ExcessDistriCyovToNextYrAmt
Excess From Year4$359,732ExcessFromYear4Amt
Excess From Year3$208,357ExcessFromYear3Amt
Excess From Year2$243,822ExcessFromYear2Amt
Excess From Year1$145,937ExcessFromYear1Amt
Excess From Current Year$429,215ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID E GRISWOLDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DAYSTAR
3015 UNITED FOUNDERS BLVDOKLAHOMA CITYOK73112N/A501(c)(3)GENERAL SUPPORT$85,000
ALTERNATIVE ENERGY INSTITUTE
2803 BARRANCA PKWYIRVINECA92606N/A501(c)(3)GENERAL SUPPORT$67,000
FOR OUR COUNTRY - UNITED STATES
2803 BARRANCA PKWYIRVINECA92606N/A501(c)(3)GENERAL SUPPORT$5,500
JUDICIAL WATCH INC
425 3RD STREET SW STE 800WASHINGTONDC20024N/A501(c)(3)GENERAL SUPPORT$8,000
DAVID HOROWITZ FREEDOM CENTER
14724 VENTURA BLVD Suite 820SHERMAN OAKSCA91403N/A501(c)(3)GENERAL SUPPORT$1,000
UNITED FOUNDERS NEIGHBORHOOD FOUNDA
3015 UNITED FOUNDERS BLVDOKLAHOMA CITYOK73112N/A501(c)(3)GENERAL SUPPORT$10,000
SCIENTIFIC BEING RESEARCH FOUNDATIO
2803 BARRANCA PKWYIRVINECA92606N/A501(c)(3)GENERAL SUPPORT$339,759
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$516,259TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$435ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$435ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$435TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonGRISWOLD INDUSTRIESContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11701 PLACENTIA AVEAddressLine1Txt
CityCOSTA MESACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92627ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,252,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,780Amt
Net Investment Income$435NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$6,345DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Fees$40$40
Corporate Filing Fees$75$75
Filing Fees$30$30