LILLYS GIFT FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LILLYS GIFT FOUNDATION (EIN 68-0445376)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-01
- IRS object ID
- 201811529349100011
- Schema version
- 2017v2.2
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-01T11:50:37-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | Aiello Goodrich & Teuscher Inc | 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 | 2017-01-01 | 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 | 5303984373 | 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 | 2018-06-01 | 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 | 2017 | 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 | $15,647,113 | 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 | $1,275,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $358,112 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $358,112 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $358,112 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $520,010 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,928,124 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $520,010 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $222,483 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,153,122 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $878,122 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $580,595 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $7,753 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $7,753 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $12,763 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $12,763 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $62,254 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,254 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $25,962 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,521 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $160 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $108,732 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,775 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $20,676 | 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 | $1,108,732 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,775 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $20,676 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,000,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,044,390 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $805,347 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $559,919 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $253,482 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $277,640 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $277,640 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $12,644,950 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,368,416 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,368,416 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $1,057 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,057 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,898,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,647,113 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,647,113 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $12,898,432 | UnrestrictedBOYAmt |
| Unrestricted EOY | $15,647,113 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,898,432 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,647,113 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,898,432 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,647,113 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,898,432 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,044,390 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,723,516 | OtherIncreasesAmt |
| Subtotal | $15,666,338 | SubtotalAmt |
| Other Decreases | $19,225 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,647,113 | 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 |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST LONG TERM CAPITAL GAINS | P | 2000-01-01 | 2017-12-31 | $2,239,975 | $2,041,592 | $198,383 | $198,383 |
| NORTHERN TRUST SHORT TERM CAPITAL GAINS | P | 2017-01-01 | 2017-12-31 | $4,589,005 | $4,366,522 | $222,483 | $222,483 |
| NORTHERN TRUST CAPITAL GAIN DISTRIBUTION | P | 2000-01-01 | 2017-12-31 | $99,144 | $99,144 | $99,144 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $520,010 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $222,483 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $920,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,945,205 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07107 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $896,094 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,710,262 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07652 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $900,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,340,648 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07936 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,109,591 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,708,528 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.10362 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $605,623 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,640,834 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06282 | DistributionYr5Rt |
| Total Distribution | 0.393389 | TotalDistributionRt |
| Average Distribution | 0.078678 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,240,657 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,120,426 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,053 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,128,479 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,000,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,107 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,107 | SubtotalAmt |
| Tax Based On Investment Income | $16,107 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $36 | EsPenaltyAmt |
| Overpayment | $1,057 | OverpaymentAmt |
| Applied To ES Tax | $1,057 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | 5303984373 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 D SHEPARD | ||||||
| 2325 TYLER STREET | EUGENE | OR | 97405 | Vice President | 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 | Director | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $285,263 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,172,257 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,457,520 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $14,457,520 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $216,863 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,240,657 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $712,033 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $712,033 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,107 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,107 | TotalTaxAmt |
| Distributable Before Adj | $695,926 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $695,926 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $695,926 | 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 | $695,926 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $572,041 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $337,140 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $318,393 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $289,825 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,517,399 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,000,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $695,926 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $304,074 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,821,473 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,821,473 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $572,041 | ExcessFromYear4Amt |
| Excess From Year3 | $337,140 | ExcessFromYear3Amt |
| Excess From Year2 | $318,393 | ExcessFromYear2Amt |
| Excess From Year1 | $289,825 | ExcessFromYear1Amt |
| Excess From Current Year | $304,074 | 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 (48 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. | $250,000 |
| 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. | $250,000 |
| ASANTE FOUNDATION | |||||||
| 2600 SISKIYOU BLVD SUITE 100 | MEDFORD | OR | 97504 | NONE | PC | PROVIDE FUNDS FOR COMMUNITY HEALTH CARE. | $10,000 |
| PERFORMING ANIMAL WELFAR SOCIETY-PA | |||||||
| PO BOX 849 | GALT | CA | 95632 | NONE | PC | PROVIDE FUNDS TO ASSIST IN PROTECTING PERFORMING ANIMALS | $20,000 |
| 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. | $12,000 |
| 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 PORTLAND | |||||||
| 2620 N COMMERCIAL AVENUE | PORTLAND | OR | 97227 | NONE | PC | ASSIST IN HOUSING FOR SERIOUSLY ILL CHILDREN & THEIR FAMILIES | $2,000 |
| 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 | $5,500 |
| RED BUCKET EQUINE RESCUE | |||||||
| 18381 GOLDEN WEST STREET | HUNTINGTON BEACH | CA | 92648 | NONE | PC | PROVIDE FUNDS TO SAVE & REHABILITATE ABANDONED & UNWANTED HORSES | $10,000 |
| ASHER STUDENT FOUNDATION | |||||||
| 1408 BARRY AVENUE | LOS ANGELES | CA | 90025 | NONE | PC | FOR ANY STUDENT RELATED COSTS | $3,000 |
| ORANGE COUNTY RESCUE MISSION | |||||||
| ONE HOPE DRIVE | TUSTIN | CA | 92782 | NONE | PC | PROVIDE FUNDS TO SUPPORT THE MISSION OF THE RESCUE MISSION | $15,000 |
| THE MUSTARD SEED RANCH | |||||||
| 1421 EDINGER SUITE B | TUSTIN | CA | 92780 | NONE | PC | FOR THE MUSTARD SEED RANCH PROGRAM | $7,500 |
| MOUNT SHASTA RACE ASSOCIATION | |||||||
| PO BOX 759 | MOUNT SHASTA | CA | 96067 | NONE | PC | FOR GENERAL SUPPORT OF THE SKI TEAM | $10,000 |
| 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 |
| RESCUE RANCH INC | |||||||
| PO BOX 1192 | YREKA | CA | 96097 | NONE | PC | PROVIDE FUNDS FOR DOG RESUCE & REHABILITATION | $7,500 |
| 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 | $30,000 |
| SMART-START MAKING A READER TODAY | |||||||
| 219 NW 12TH AVENUE SUITE 203 | PORTLAND | OR | 97209 | NONE | PC | PROVIDE FUNDS FOR READING PROGRAMS | $20,000 |
| 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 | $40,000 |
| 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 | $10,000 |
| 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. | $10,000 |
| 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 | $10,000 |
| FRIENDS OF BOW ISLE | |||||||
| 16680 SE 56TH PLACE | BELLEVUE | WA | 98006 | NONE | PC | FOR OPERATION OF THE CAMP | $4,000 |
| 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 | $10,500 |
| KLAMATH HUMANE SOCIETY | |||||||
| PO BOX 482 | KLAMATH FALLS | OR | 97601 | NONE | PC | BUILDING FUND | $6,000 |
| DORRIS VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 768 | DORRIS | CA | 96023 | NONE | PC | FOR ANY EXPENDITURE RELATED TO CHARITABLE PURPOSE | $15,000 |
| CA CHAPTERS-ROCKY MOUNTAIN ELK FNDT | |||||||
| PO BOX 8249 | MISSOULA | MT | 59807 | NONE | PC | WILDLIFE ENHANCEMENT | $10,000 |
| BUTTE VALLEY FIRE PROTECTION DISTRI | |||||||
| PO BOX 103 | MACDOEL | CA | 96058 | NONE | PC | TO PURCHASE NEW EQUIPMENT | $10,000 |
| THE SMILE TRAIN | |||||||
| 245 FIFTH AVENUE SUITE 2201 | NEW YORK | NY | 10016 | NONE | PC | PROVIDE FUNDS TO TREAT CHILDREN WITH CLEFT PALATES | $10,000 |
| THE GIDEONS INTERNATIONAL | |||||||
| 3863 HOOKER ROAD | ROSEBURG | OR | 97470 | NONE | PC | PROVIDE FUNDS FOR BIBLE DISTRIBUTION | $2,000 |
| 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 | $10,000 |
| 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 | $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 | $358,112 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $520,010 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $878,122 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $878,122 | 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 | $1,275,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $12,763 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,763 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFB NORTHERN FUNDS ACTIVE M US EQUITY | FMV | $2,679,021 | $2,679,021 |
| MFB NORTHERN FUNDS STK INDEX FD | FMV | $2,102,054 | $2,102,054 |
| MFB NORTHERN MULTI MANAGER GLOBAL | FMV | $367,405 | $367,405 |
| MFB NORTHERN EQUITY INDEX FUNDS MID CAP | FMV | $375,498 | $375,498 |
| MFB NORTHERN FUNDS SMALL CAP INDEX | FMV | $210,981 | $210,981 |
| MFB NORTHERN ACTIVE M INTERNATIONAL EQUI | FMV | $1,938,107 | $1,938,107 |
| MFB NORTHERN EQUITY INDEX FUNDS INTL EQT | FMV | $1,616,480 | $1,616,480 |
| MFO DFA INTL SMALL CO PORTFOLIO | FMV | $296,818 | $296,818 |
| MFB NORTHERN FDS ACTIVE M EMERGING MKTS | FMV | $1,014,612 | $1,014,612 |
| MFB NORTHERN FUNDS EMERGING MKTS EQUITY | FMV | $999,054 | $999,054 |
| MFB NORTHERN FUNDS BD INDEX FD | FMV | $457,313 | $457,313 |
| MFB NORTHERN FUNDS FIXED INCOME FD | FMV | $458,255 | $458,255 |
| MFB NORTHERN FUNDS MULTI MGR HIGH YLD OP | FMV | $1,050,126 | $1,050,126 |
| MFC FLEXSHARES TR IBOXX 3 YR | FMV | $290,374 | $290,374 |
| MFB NORTHERN FDS MULTI-MANAGER GLOBAL RE | FMV | $360,085 | $360,085 |
| MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPS | FMV | $1,152,233 | $1,152,233 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $7,753 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,753 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| EOY Book Value | $1,057 | EOYBookValueAmt |
| EOYFMV | $1,057 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $62,254 | Amt |
| Net Investment Income | $62,254 | 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 | $15,281 | ||
| FOREIGN TAX PAID | $10,521 | $10,521 | |
| STATE FILING FEES | $160 | $160 |