LILLYS GIFT FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LILLYS GIFT FOUNDATION (EIN 68-0445376)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201401359349102060
- Schema version
- 2013v3.0
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T13:56:41-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262426369 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAVLIK & CHITWOOD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 626 | AddressLine1 |
| City | YREKA | City |
| State | CA | State |
| ZIP Code | 96097 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680445376 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LILLY'S GIFT FOUNDATION LOIS G ERICSON PRESIDENT | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MACDOEL | City |
| State | CA | State |
| ZIP Code | 96058 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOIS G ERICSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5303984373 | PhoneNum |
| Signature | 2014-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S PAVLIK | PreparerPersonNm |
| PTIN | P00230100 | PTIN |
| Phone | 5308422796 | PhoneNum |
| Preparation | 2014-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,916,964 | 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 | $1,161,667 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $298,762 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $298,762 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $613,976 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,131,727 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $613,976 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,025 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,079,430 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $912,763 | 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 | $4,843 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,843 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,270 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,270 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,365 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,748 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,049 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $62,049 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $73,527 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,910 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,118,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,118,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,191,527 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,910 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,118,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $887,903 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $840,853 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,000 | CashBOYAmt |
| Cash EOY | $1,000 | CashEOYAmt |
| Cash EOYFMV | $1,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $234,563 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $258,504 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $258,504 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,144,312 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,455,017 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,293,698 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,320,286 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,002,632 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,030,373 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $473,379 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $344,290 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $333,389 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,173,540 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,061,443 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,916,964 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,173,540 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,061,443 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,173,540 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,061,443 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,173,540 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,061,443 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,173,540 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $887,903 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,061,443 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,061,443 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VARIOUS SALES NORTHERN TRUST ACCT #23-60636 | P | 2011-07-01 | 2013-07-01 | $4,026,560 | $3,517,751 | $508,809 | $508,809 |
| CAPITAL GAINS DIVIDENDS | P | $105,167 | $105,167 | $105,167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $613,976 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $605,623 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,640,834 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062819 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $360,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,285,267 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043451 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $290,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,034,790 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041224 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $278,134 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,616,346 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049522 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $227,694 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,857,734 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046872 | DistributionYr5Rt |
| Total Distribution | 0.243888 | TotalDistributionRt |
| Average Distribution | 0.048778 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,708,528 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $522,341 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,409 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $530,750 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,118,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8,409 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,409 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,409 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,009 | AppliedToEsTaxAmt |
| Total Payments And Credits | $8,409 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 | LOIS G ERICSON | IndividualWithBooksNm |
| Phone | 5303984373 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8519 SHADY DELL ROAD | AddressLine1 |
| City | MACDOEL | City |
| State | CA | State |
| ZIP Code | 96058 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LOIS G ERICSON | ||||||||
| 8519 SHADY DELL ROAD | MACDOEL | CA | 96058 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| CONSTANCE D SHEPHERD | ||||||||
| 2325 TYLER STREET | EUGENE | OR | 97405 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| STEVEN L ERICSON | ||||||||
| 7001 EAST BUTTE VALLEY ROAD | DORRIS | CA | 96023 | DIRECTOR | 0.00 | $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 | $10,709,318 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $162,284 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,871,602 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,871,602 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $163,074 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,708,528 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $535,426 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $535,426 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,409 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,409 | TotalTaxAmt |
| Distributable Before Adj | $527,017 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $527,017 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $527,017 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,118,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,118,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,409 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,109,591 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $527,017 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,942 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,118,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,942 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $527,017 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $572,041 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $572,041 | 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 | $572,041 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $572,041 | 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 | AddressLine1 |
| City | MACDOEL | City |
| State | CA | State |
| ZIP Code | 96058 | ZIPCode |
| 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 (41 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 10TH DISTRICT AGRICULTURAL ASSN FRIENDS OF THE FAIR | |||||||
| 1712 FAIRLANE ROAD | YREKA | CA | 96097 | NONE | PUBLIC CHARITY | FOR SUPPORT OF FAIRS. FUNDS NOT TO BE USED FOR ADMINISTRATIVE EXPENSES. | $270,000 |
| ALSA - ORANGE COUNTY | |||||||
| 2230 WEST CHAPMAN SUITE 123 | ORANGE | CA | 92868 | NONE | PUBLIC CHARITY | FOR ANY EXPENDITURE RELATED TO CHARITABLE PURPOSE | $1,000 |
| ASHER STUDENT FOUNDATION | |||||||
| 1408 BARRY AVENUE SUITE 205 | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | FOR ANY STUDENT RELATED COSTS | $3,000 |
| BUTTE VALLEY AMBULANCE SERVICE INC | |||||||
| PO BOX 9 | DORRIS | CA | 96023 | NONE | PUBLIC CHARITY | TO PROVIDE SERVICE TO INDIVIDUALS WHO CAN NOT PAY | $1,000 |
| BUTTE VALLEY FIRE PROTECTION DISTRICT | |||||||
| PO BOX 103 | MACDOEL | CA | 96058 | NONE | PUBLIC CHARITY | TO PURCHASE NEW EQUIPMENT | $10,000 |
| CA CHAPTER OF ROCKY MOUNTAIN ELK FOUNDATION | |||||||
| PO BOX 8249 | MISSOULA | MT | 59807 | NONE | PUBLIC CHARITY | WILDLIFE ENHANCEMENT | $10,000 |
| DORRIS VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 768 | DORRIS | CA | 96023 | NONE | PUBLIC CHARITY | FOR ANY EXPENDITURE RELATED TO CHARITABLE PURPOSE | $10,000 |
| FRIENDS OF BOW ISLE | |||||||
| 16880 SE 56TH PLACE | BELLEVUE | WA | 98006 | NONE | PUBLIC CHARITY | FOR OPERATION OF THE CAMP | $4,000 |
| FRIENDS OF THE NRA | |||||||
| 9233 OLD FORT ROAD | KLAMATH FALLS | OR | 97601 | NONE | PUBLIC CHARITY | FOR ANY EXPENDITURE RELATED TO EXEMPT FUNCTION | $10,000 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HEIGHTS | NY | 10598 | NONE | PUBLIC CHARITY | SUPPORT FOR THE BLIND | $7,500 |
| HOSANNA CHRISTIAN SCHOOL | |||||||
| 5000 HOSANNA WAY | KLAMATH FALLS | OR | 97603 | NONE | PUBLIC CHARITY | PROGRAM ASSISTANCE TO CHRISTIAN SCHOOL | $5,000 |
| KLAMATH CRISIS CENTER | |||||||
| PO BOX 1358 | KLAMATH FALLS | OR | 97601 | NONE | PUBLIC CHARITY | ASSISTANCE FOR VICTIMS OF SEXUAL AND DOMESTIC VIOLEN | $5,000 |
| KLAMATH FALLS GOSPEL MISSION | |||||||
| 823 WALNUT AVE | KLAMATH FALLS | OR | 97601 | NONE | PUBLIC CHARITY | ASSISTANCE FOR EMERGENCY FOOD, CLOTHING AND SHELTER | $5,000 |
| KLAMATH HOSPICE INC | |||||||
| 4745 S 6TH STREET | KLAMATH FALLS | OR | 97601 | NONE | PUBLIC CHARITY | FOR CLIENT CARE OR CAMP EVERGREEN | $5,000 |
| KLAMATH HUMANE SOCIETY | |||||||
| PO BOX 482 | KLAMATH FALLS | OR | 97601 | NONE | PUBLIC CHARITY | BUILDING FUND | $5,000 |
| KLAMATH LAKE COUNTIES FOOD BANK | |||||||
| 3231 MAY WOOD DRIVE | KLAMATH FALLS | OR | 97601 | NONE | PUBLIC CHARITY | FOR EMERGENCY FOOD ASSISTANCE ONLY | $20,000 |
| KLAMATH-LAKE CARES | |||||||
| 2220 ELDORADO BLVD | KLAMATH FALLS | OR | 97601 | NONE | PUBLIC CHARITY | FOR SUPPORT OF CHILD ABUSE PROGRAM | $45,000 |
| MADRONE HOSPICE INC | |||||||
| 255 COLLIER WAY | YREKA | CA | 96097 | NONE | PUBLIC CHARITY | FOR CLIENT CARE | $10,000 |
| MARCH OF DIMES | |||||||
| 2222 MARTIN SUITE 155 | IRVINE | CA | 92612 | NONE | PUBLIC CHARITY | FOR ANY EXPENDITURE RELATED TO CHARITABLE PURPOSE | $15,000 |
| MERCY HOME FOR BOYS & GIRLS | |||||||
| 1140 W JACKSON BOULEVARD | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | FOR FOOD, CLOTHING AND SHELTER FOR THOSE ASSISTED | $2,000 |
| MT SHASTA RACE ASSOCIATION | |||||||
| PO BOX 759 | MT SHASTA | CA | 96067 | NONE | PUBLIC CHARITY | FOR GENERAL SUPPORT OF THE SKI TEAM | $15,000 |
| ORANGE COUNTY RESCUE MISSIONTHE MUSTARD SEED RANCH | |||||||
| 1421 EDINGER SUITE B | TUSTIN | CA | 92780 | NONE | PUBLIC CHARITY | FOR THE MUSTARD SEED RANCH | $7,000 |
| RED BUCKET EQUINE RESCUE | |||||||
| 18381 GOLDEN WEST ST | HUNTINGTON BEACH | CA | 92648 | NONE | PUBLIC CHARITY | PROVIDE FUNDS TO SAVE AND REHABILITATE ABANDONED AND UNWANTED HORSES. | $10,000 |
| RESCUE RANCH INC | |||||||
| PO BOX 1192 | YREKA | CA | 96097 | NONE | PUBLIC CHARITY | PROVIDE FUNDS FOR DOG RESCUE AND REHABILITATION | $5,000 |
| ROCKY MOUNTAIN CHILDRENS HEALTH FOUNDATION | |||||||
| 2055 HIGH STREET SUITE 240 | DENVER | CO | 80205 | NONE | PUBLIC CHARITY | SUPPORT TO PEDIATRIC PATIENTS AND THEIR FAMILIES | $2,500 |
| RONALD MCDONALD HOUSES OF ORANGE COUNTY | |||||||
| 383 SOUTH BATAVIA ST | ORANGE | CA | 92868 | NONE | PUBLIC CHARITY | ASSIST IN HOUSING FOR SERIOUSLY ILL CHILDREN AND THEIR FAMILIES | $2,000 |
| RONALD MCDONALD HOUSES OF PORTLAND OR | |||||||
| 2620 N COMMERCIAL AVENUE | PORTLAND | OR | 97227 | NONE | PUBLIC CHARITY | ASSIST IN PROVIDING HOUSING FOR SERIOUSLY ILL CHILDREN | $2,000 |
| SCIENTIFIC BEING RESEARCH FOUNDATION INC | |||||||
| 2803 BARRANCA PKWY | IRVINE | CA | 926065114 | NONE | PUBLIC CHARITY | SCIENCE RESEARCH: SPECIFICALLY ASTRONOMY | $250,000 |
| SEARCH DOG FOUNDATION | |||||||
| 501 E OJAI AVE | OJAI | CA | 93023 | NONE | PUBLIC CHARITY | PROVIDE FUNDS TO RECRUIT RESCUED DOGS FOR USE BY FIRST RESPONDERS/ | $10,000 |
| SMART-START MAKING A READER TODAY | |||||||
| 219 NW 12TH AVE STE 203 | PORTLAND | OR | 97209 | NONE | PUBLIC CHARITY | PROVIDE FUNDS FOR READING PROGRAMS | $20,000 |
| STABLE HANDS | |||||||
| PO BOX 1852 | YREKA | CA | 96097 | NONE | PUBLIC CHARITY | PROVIDE FUNDS FOR THERAPEUTIC HORSEBACK RIDING. FUNDS TO BE USED FOR AREA IMPROVEMENTS AND PURCHASE OF HORSE TRAILER. | $20,000 |
| THE ACADEMY OF SISTERS | |||||||
| 62895 HAMBY ROAD | BEND | OR | 97701 | NONE | PUBLIC CHARITY | FOR SUPPORT OF AN AT RISK BOARDING SCHOOL FOR GIRLS. FUNDS NOT TO BE USED FOR ADMINISTATIVE EXPENSES. | $15,000 |
| THE GIDEONS INTERNATIONAL | |||||||
| 3863 HOOKER RD | ROSEBURG | OR | 97470 | NONE | PUBLIC CHARITY | PROVIDE FUNDS FOR BIBLE DISTRIBUTION | $2,000 |
| THE SMILE TRAIN | |||||||
| 245 FIFTH AVENUE SUITE 2201 | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | PROVIDE FUNDS TO TREAT CHILDREN WITH CLEFT PALATES. | $10,000 |
| TULELAKE-BUTTE VALLEY FAIR FRIENDS INC | |||||||
| PO BOX 866 | TULELAKE | CA | 96134 | NONE | PUBLIC CHARITY | FOR SUPPORT OF FAIRS. FUNDS NOT TO BE USED FOR ADMINISTRATIVE EXPENSES. | $270,000 |
| TWELVEACRES INC | |||||||
| 595 MILLICH DRIVE SUITE 104 | CAMPBELL | CA | 95008 | NONE | PUBLIC CHARITY | PROVIDE FUNDS TO ASSIST DEVELOPMENTALLY DISABLED ADULT. | $5,000 |
| ASANTE FOUNDATION | |||||||
| 2600 SISKIYOU BLVD SUITE 100 | MEDFORD | OR | 97504 | NONE | PUBLIC CHARITY | PROVIDE FUNDS FOR COMMUNITY HEALTH CARE. | $2,000 |
| BOY'S REPUBLIC | |||||||
| 1907 BOYS REPUBLIC DRIVE | CHINO HILLS | CA | 91709 | NONE | PUBLIC CHARITY | PROVIDE FUNDS FOR THE DELLA ROBBIA WREATH PROGRAM WHICH SUPPORTS AT RISK YOUTH | $3,000 |
| HEALTHY SMILES-KIDS OF ORANGE COUNT | |||||||
| 10602 CHAPMAN AVENUE SUITE 200 | GARDEN GROVE | CA | 92840 | NONE | PUBLIC CHARITY | PROVIDE FUNDS FOR PROMOTING ORAL HEALTH FOR THE KIDS OF ORANGE COUNTY | $5,000 |
| MILLER CHILDREN'S HOSPITAL | |||||||
| 2801 ATLANTIC AVENUE | LONG BEACH | CA | 908011428 | NONE | PUBLIC CHARITY | PROVIDE FUNDS TO ASSIST IN PEDIATRIC CARE FOR CHILDREN AND YOUNG ADULTS | $5,000 |
| PERFORMING ANIMAL WELFARE SOCIETY | |||||||
| PO BOX 849 | GALT | CA | 95632 | NONE | PUBLIC CHARITY | PROVIDE FUNDS TO ASSIST IN PROTECTING PERFORMING ANIMALS | $14,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,118,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $298,762 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $613,976 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| PRIOR YEAR DONATION RETURNED | $5,000 |
| FILING FEE REFUND | $25 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $912,738 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,025 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $917,763 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | ON 11/26/12 WE DONATED $5,000 TO THE KLAMATH ADOLESCENT PROGRAM. THE |
| 11A | ORGANIZATION WAS SHUT DOWN AND OUR CHECK WAS RETURNED TO US. |
| 11B | THE $25 REPRESENTS A REFUND WE RECEIVED FROM THE STATE OF CALIFORNIA |
| 11B | FOR OVERPAID FILING FEES IN 2010. THE FEES WERE ORIGINALLY DEDUCTED |
| 11B | AGAINST INVESTMENT INCOME |
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
| 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 | AddressLine1 |
| City | COSTA MESA | City |
| State | CA | State |
| ZIP Code | 92627 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,161,667 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,270 | Amt |
| Net Investment Income | $1,270 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $6,002,632 | EOYBookValueAmt |
| EOYFMV | $6,030,373 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $3,455,017 | EOYBookValueAmt |
| EOYFMV | $4,293,698 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMMODITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $344,290 | BookValueAmt |
| EOYFMV | $333,389 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $4,843 | LegalFeesAmt |
| Net Investment Income | $4,843 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $61,889 | $61,889 | $0 |
| FILING FEES | $160 | $160 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PRIOR YEAR DONATION RETURNED | $5,000 | $5,000 | |
| FILING FEE REFUND | $25 | $25 | $25 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRISWOLD INDUSTRIES | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 PLACENTIA AVENUE | AddressLine1 |
| City | COSTA MESA | City |
| State | CA | State |
| ZIP Code | 92627 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX - 2013 ESTIMATES PAID | $1,617 | $0 | $0 |
| FOREIGN TAX PAID | $3,748 | $3,748 | $0 |