STRATEGY STUDIO / PUBLIC DATA EXPLORER

LILLIAN SHERWOOD GRISWOLD FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
LILLIAN SHERWOOD GRISWOLD FOUNDATION (EIN 33-0668667)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-08-01
IRS object ID
201312139349100111
Schema version
2012v2.0
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-08-01T12:30:45-07:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line112277 SOARING WAY STE 104AddressLine1
CityTRUCKEECity
StateCAState
ZIP Code961613320ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN330668667EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE LILLIAN SHERWOOD GRISWOLD FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLILLNameControl
Phone9496532607Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameDAVID E GRISWOLDName
TitlePresidentTitle
Date Signed2013-08-01DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSherrin FielderName
PTINP00248727PTIN
Phone5305509600Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY148792FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss190000ContriReceivedRevAndExpnss
Dividends Rev And Expnss24DividendsRevAndExpnss
Dividends Net Invst Incm24DividendsNetInvstIncm
Dividends Adj Net Incm24DividendsAdjNetIncm
Other Income Rev And Expnss1384OtherIncomeRevAndExpnss
Other Income Net Invst Incm1384OtherIncomeNetInvstIncm
Other Income Adj Net Incm1384OtherIncomeAdjNetIncm
Total Revenue And Expenses191408TotalRevenueAndExpenses
Total Net Investment Income1408TotalNetInvestmentIncome
Total Adjusted Net Income1408TotalAdjustedNetIncome
Legal Fees Rev And Expnss60LegalFeesRevAndExpnss
Legal Fees Net Invst Incm15LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps45LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss1446AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm362AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps1084AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss10TaxesRevAndExpnss
Taxes Dsbrs Chrtbl Prps10TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss76OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm76OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss1592TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm453TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1139TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss145225ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps145225ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss146817TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm453TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps146364TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses44591ExcessOfRevenueOverExpenses
Net Investment Income955NetInvestmentIncome
Adjusted Net Income1408AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY998CashBOY
Cash EOY998CashEOY
Cash EOYFMV998CashEOYFMV
Savings And Temp Cash Invst BOY103128SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY147794SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV147794SavingsAndTempCashInvstEOYFMV
Total Assets BOY104126TotalAssetsBOY
Total Assets EOY148792TotalAssetsEOY
Total Assets EOYFMV148792TotalAssetsEOYFMV
Loans From Officers EOY75LoansFromOfficersEOY
Total Liabilities EOY75TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY104126RetainedEarningsBOY
Retained Earnings EOY148717RetainedEarningsEOY
Total Net Assets BOY104126TotalNetAssetsBOY
Total Net Assets EOY148717TotalNetAssetsEOY
Total Liabilities Net Assets BOY104126TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY148792TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY104126TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses44591ExcessOfRevenueOverExpenses
Subtotal148717Subtotal
Total Net Assets Fund Balances EOY148717TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year18808QualifyingDistributionsYear1
Noncharitable Assets Year165081NoncharitableAssetsYear1
Distribution Ratio Year10.13534DistributionRatioYear1
Qualifying Distributions Year2146959QualifyingDistributionsYear2
Noncharitable Assets Year2100742NoncharitableAssetsYear2
Distribution Ratio Year21.45877DistributionRatioYear2
Qualifying Distributions Year3325923QualifyingDistributionsYear3
Noncharitable Assets Year3381716NoncharitableAssetsYear3
Distribution Ratio Year30.85384DistributionRatioYear3
Qualifying Distributions Year457506QualifyingDistributionsYear4
Noncharitable Assets Year41245181NoncharitableAssetsYear4
Distribution Ratio Year40.04618DistributionRatioYear4
Qualifying Distributions Year568254QualifyingDistributionsYear5
Noncharitable Assets Year51218793NoncharitableAssetsYear5
Distribution Ratio Year50.05600DistributionRatioYear5
Total Distribution Ratio2.55013TotalDistributionRatio
Average Distribution Ratio0.51003AverageDistributionRatio
Net Noncharitable Assets102433NetNoncharitableAssets
Adjusted Noncharitable Assets52243AdjustedNoncharitableAssets
One Percent Net Investment Income10OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One52253AdjNonchrtblAssetsAndOnePct
Qualifying Distributions146364QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax10InvestmentIncomeExciseTax
Subtotal10Subtotal
Tax Based On Investment Income10TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment164EstTaxPaymentsAndOverpayment
Total Credits And Payments164TotalCreditsAndPayments
Overpayment154Overpayment
Amount Credited To Next Year154AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1CAROL BORNMANBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number9496532607BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line12803 BARRANCA PKWYAddressLine1
CityIRVINECity
StateCAState
ZIP Code92675ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
KRIS OLSEN
2803 BARRANCA PARKWAYIRVINECA92606Treasurer5.000
DORIS MEYERS
2803 BARRANCA PARKWAYIRVINECA92606Secretary5.000
DAVID E GRISWOLD
2803 BARRANCA PARKWAYIRVINECA92606President5.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities20060AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances83933AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets103993TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets103993AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1560CashDeemedCharitable
Net Noncharitable Assets102433NetNoncharitableAssets
Minimum Investment Return5122MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return5122MinimumInvestmentReturn
Tax Based On Investment Income10TaxBasedOnInvestmentIncome
Total Tax10TotalTax
Distributable Amount Before Adj5112DistributableAmountBeforeAdj
Distributable Amount Before Ded5112DistributableAmountBeforeDed
Distributable Amount As Adjusted5112DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions146364ExpensesAndContributions
Qualifying Distributions146364QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm10OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions146354AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted5112DistributableAmountAsAdjusted
Excess Distri Carryover Year2141934ExcessDistriCarryoverYear2
Excess Distri Carryover Year15588ExcessDistriCarryoverYear1
Total Excess Distri Carryover147522TotalExcessDistriCarryover
Qualifying Distributions146364QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year5112AppliedToCurrentYear
Remaining Distri From Corpus141252RemainingDistriFromCorpus
Total Corpus288774TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year288774ExcessDistriCyovToNextYear
Excess From Year2141934ExcessFromYear2
Excess From Year15588ExcessFromYear1
Excess From Current Year141252ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerDAVID E GRISWOLDContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountRecipient RelationshipRecipientRelationship
ALTERNATIVE ENERGY INSTITUTE
2803 BARRANCA PARKWAYIRVINECA92606501-C3GENERAL SUPPORT$10,000
SCIENTIFIC BEING RESEARCH
2803 BARRANCA PARKWAYIRVINECA92606501-C3GENERAL SUPPORT$60,000
PLANETQUEST
PO BOX 211SAUSALITOCA94966501-C3GENERAL SUPPORT$75,000NONE
NATIONAL POLICE AND TROOPER ASSOCIA
PO BOX 26368WAUWATOSAWI53226501-C5GENERAL SUPPORT$25NONE
ASPCA
424 E 92ND STNEW YORKNY10128501-C3GENERAL SUPPORT$100NONE
CALIFORNIA PROFESSIONAL FIREFIGHTER
1780 CREEKSIDE OAKSSACRAMENTOCA95833501-C3GENERAL SUPPORT$100NONE
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year145225TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion$24ExclusionAmount

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionSecurities litigationDescription
Exclusion Code1ExclusionCode
Exclusion$1,384ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$1,408ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA1408TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualGRISWOLD INDUSTRIESContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 1325AddressLine1
CityNEWPORT BEACHCity
StateCAState
ZIP Code926590325ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions190000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryPROFESSIONAL SERVICESCategory
Amount$1,446Amount
Net Investment Income362NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps1084DisbursementsCharitablePrps

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEECategory
Amount$60Amount
Net Investment Income15NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps45DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK FEESDescription
Revenue And Expenses Per Books76RevenueAndExpensesPerBooks
Net Investment Income76NetInvestmentIncome

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionSecurities litigationDescription
Revenue And Expenses Per Books1384RevenueAndExpensesPerBooks

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameGRISWOLD INDUSTRIESPersonName

US Address USAddress

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

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryTAXESCategory
Amount$10Amount
Disbursements Charitable Prps10DisbursementsCharitablePrps