STRATEGY STUDIO / PUBLIC DATA EXPLORER

LILLIAN SHERWOOD GRISWOLD FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
LILLIAN SHERWOOD GRISWOLD FOUNDATION (EIN 33-0668667)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-10
IRS object ID
201413149349100026
Schema version
2013v3.1
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)
Return2014-11-10T12:22:06-08:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SHERRIN FIELDER CPA a PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112277 SOARING WAY STE 104AddressLine1
CityTRUCKEECity
StateCAState
ZIP Code961613320ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330668667EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LILLIAN SHERWOOD GRISWOLD FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlLILLBusinessNameControlTxt
Phone9496532607PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12803 BARRANCA PKWYAddressLine1
CityIRVINECity
StateCAState
ZIP Code92606ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID E GRISWOLDPersonNm
Person TitlePresidentPersonTitleTxt
Signature2014-11-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSherrin FielderPreparerPersonNm
PTINP00248727PTIN
Phone5305509600PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$138,137FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$195,833ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4InterestOnSavingsAdjNetIncmAmt
Other Income Rev And Expnss$118OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$118OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$118OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$195,955TotalRevAndExpnssAmt
Total Net Invst Incm$122TotalNetInvstIncmAmt
Total Adj Net Incm$122TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$75LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$19LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$56LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,326AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$331AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$994AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$110TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$110TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,536TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$375TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,160TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$205,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$205,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$206,536TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$375TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$206,160TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,581ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$122AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$998CashBOYAmt
Cash EOY$998CashEOYAmt
Cash EOYFMV$998CashEOYFMVAmt
Sav And Temp Cash Invst BOY$147,794SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$137,139SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$137,139SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$148,792TotalAssetsBOYAmt
Total Assets EOY$138,137TotalAssetsEOYAmt
Total Assets EOYFMV$138,137TotalAssetsEOYFMVAmt
Loans From Officers BOY$75LoansFromOfficersBOYAmt
Other Liabilities EOY$1OtherLiabilitiesEOYAmt
Total Liabilities BOY$75TotalLiabilitiesBOYAmt
Total Liabilities EOY$1TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$148,717RetainedEarningBOYAmt
Retained Earning EOY$138,136RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$148,717TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$138,136TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$148,792TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$138,137TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$148,717TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,581ExcessRevenueOverExpensesAmt
Subtotal$138,136SubtotalAmt
Tot Net Ast Or Fund Balances EOY$138,136TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$146,354AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$102,433NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.42878DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,808AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$65,081NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.13534DistributionYr2Rt
Adjusted Qlfy Distri Yr3$146,959AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$100,742NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.45877DistributionYr3Rt
Adjusted Qlfy Distri Yr4$325,923AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$381,716NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.85384DistributionYr4Rt
Adjusted Qlfy Distri Yr5$57,506AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,245,181NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04618DistributionYr5Rt
Total Distribution3.92290TotalDistributionRt
Average Distribution0.78458AverageDistributionRt
Net Vl Noncharitable Assets$94,770NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$74,355AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$74,355AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$206,160QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$154EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$154TotalPaymentsAndCreditsAmt
Overpayment$154OverpaymentAmt
Applied To ES Tax$154AppliedToESTaxAmt

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 BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
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 ContributorsYes (true)NewSubstantialContributorsInd
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 Line1CAROL BORNMANBusinessNameLine1
FieldValueIRS element (for citing)
Phone9496532607PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12803 BARRANCA PKWYAddressLine1
CityIRVINECity
StateCAState
ZIP Code92675ZIPCode
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DAVID E GRISWOLD
2803 BARRANCA PARKWAYIRVINECA92606President5.00$0
DORIS MEYERS
2803 BARRANCA PARKWAYIRVINECA92606Secretary5.00$0
KRIS OLSEN
2803 BARRANCA PARKWAYIRVINECA92606Treasurer5.00$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$20,073AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$76,140AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$96,213TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$96,213AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,443CashDeemedCharitableAmt
Net Vl Noncharitable Assets$94,770NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,739MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,739MinimumInvestmentReturnAmt
Distributable Before Adj$4,739DistributableBeforeAdjAmt
Distributable Before Ded$4,739DistributableBeforeDedAmt
Distributable As Adjusted$4,739DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$206,160ExpensesAndContributionsAmt
Qualifying Distributions$206,160QualifyingDistributionsAmt
Adjusted Qualifying Distri$206,160AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,739DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$141,934ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,588ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$141,252ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$288,774TotalExcessDistributionCyovAmt
Qualifying Distributions$206,160QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,739AppliedToCurrentYearAmt
Remaining Distri From Corpus$201,421RemainingDistriFromCorpusAmt
Total Corpus$490,195TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$490,195ExcessDistriCyovToNextYrAmt
Excess From Year3$141,934ExcessFromYear3Amt
Excess From Year2$5,588ExcessFromYear2Amt
Excess From Year1$141,252ExcessFromYear1Amt
Excess From Current Year$201,421ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALTERNATIVE ENERGY INSTITUTE
2803 BARRANCA PARKWAYIRVINECA92606501-C3GENERAL SUPPORT$105,000
FOR OUR CUNTRY-US
1800 F STREET NWWASHINGTONDC20405501-C3GENERAL SUPPORT$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$205,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion$4ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescSecurities litigationDesc
Exclusion1ExclusionCd
Exclusion$118ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$122ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$122TotalIncomeProducingActyAmt

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 Line1PO BOX 1325AddressLine1
CityNEWPORT BEACHCity
StateCAState
ZIP Code926590325ZIPCode
FieldValueIRS element (for citing)
Total Contributions$195,833TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL SERVICESCategoryTxt
Amt$1,326Amt
Net Investment Income$331NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$994DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEECategoryTxt
Legal Fees$75LegalFeesAmt
Net Investment Income$19NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$56DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$25RevenueAndExpensesPerBooksAmt
Net Investment Income$25NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSecurities litigationDesc
Revenue And Expenses Per Books$118RevenueAndExpensesPerBooksAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescRoundingDesc
EOY Book Value$1EOYBookValueAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonGRISWOLD INDUSTRIESPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1325AddressLine1
CityNEWPORT BEACHCity
StateCAState
ZIP Code926590325ZIPCode

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$110Amt
Disbursements Charitable Prps$110DisbursementsCharitablePrpsAmt