LILLYS GIFT FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LILLYS GIFT FOUNDATION (EIN 68-0445376)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-03-28
- IRS object ID
- 201210889349100611
- Schema version
- 2011v1.2
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-28T18:39:41-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262426369 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAVLIK & CHITWOOD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680445376 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LILLY'S GIFT FOUNDATION LOIS G ERICSON PRESIDENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LILL | NameControl |
| Phone | 5303984373 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOIS G ERICSON | Name |
| Title | PRESIDENT | Title |
| Phone | 5303984373 | Phone |
| Date Signed | 2012-03-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL S PAVLIK | Name |
| PTIN | P00230100 | PTIN |
| Phone | 5308422796 | Phone |
| Date Prepared | 2012-03-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 8681682 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1100165 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 242000 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 242000 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 146612 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3505006 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 146612 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1488777 | TotalRevenueAndExpenses |
| Total Net Investment Income | 388612 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 7374 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 7374 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1750 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 14857 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 22810 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 22810 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 46791 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 31934 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 360000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 360000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 406791 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 31934 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 360000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1081986 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 356678 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 1000 | CashEOY |
| Cash EOYFMV | 1000 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 332215 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 194479 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 194479 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2298917 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2898302 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3171109 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 4129441 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 4817786 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 4888458 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 399524 | InvestmentsOtherBOY |
| Investments Other EOY | 330516 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 426636 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 7160097 | TotalAssetsBOY |
| Total Assets EOY | 8242083 | TotalAssetsEOY |
| Total Assets EOYFMV | 8681682 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 7160097 | RetainedEarningsBOY |
| Retained Earnings EOY | 8242083 | RetainedEarningsEOY |
| Total Net Assets BOY | 7160097 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8242083 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7160097 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8242083 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7160097 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1081986 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 8242083 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 8242083 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| VARIOUS SALES NORTHERN TRUST ACCT #23-60636 | P | 2009-07-01 | 2011-07-01 | 3425709 | 3358394 | 67315 | 67315 |
| CAPITAL GAINS DIVIDENDS | P | 79297 | 79297 | 79297 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 146612 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 290000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7034790 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.041224 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 278134 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5616346 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.049522 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 227694 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4857734 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046872 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 177000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4351648 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.040674 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 142000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3493630 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.040645 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.218937 | TotalDistributionRatio |
| Average Distribution Ratio | 0.043787 | AverageDistributionRatio |
| Net Noncharitable Assets | 8285267 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 362787 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3567 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 366354 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 360000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 7134 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 7134 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 7134 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 9040 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 9040 | TotalCreditsAndPayments |
| Penalty For Underpayment | 13 | PenaltyForUnderpayment |
| Overpayment | 1893 | Overpayment |
| Amount Credited To Next Year | 1893 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | LOIS G ERICSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5303984373 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 8175794 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 235645 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8411439 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 8411439 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 126172 | CashDeemedCharitable |
| Net Noncharitable Assets | 8285267 | NetNoncharitableAssets |
| Minimum Investment Return | 414263 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 414263 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7134 | TaxBasedOnInvestmentIncome |
| Total Tax | 7134 | TotalTax |
| Distributable Amount Before Adj | 407129 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 407129 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 407129 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 360000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 360000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 360000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 407129 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 104148 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 360000 | QualifyingDistributions |
| Applied To Year1 | 104148 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 255852 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 151277 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | LILLY'S GIFT FOUNDATION | RecipientName |
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 Number | 5303984373 | RecipientPhoneNumber |
| Form And Info And Materials | POTENTIAL RECIPIENTS ARE TO SUBMIT A WRITTEN LETTER EXPLAINING NEED. | FormAndInfoAndMaterials |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlines |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS ON AWARDS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 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 | $6,000 |
| DORRIS VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 768 | DORRIS | CA | 96023 | NONE | PUBLIC CHARITY | FOR ANY EXPENDITURE RELATED TO CHARITABLE PURPOSE | $10,000 |
| EASTER SEAL SOCIETY OF NO CA | |||||||
| 20 LANDING CIRCLE SUITE 302 | CHICO | CA | 95973 | NONE | PUBLIC CHARITY | FOR THE SUMMER CAMP PROGRAM AT EAGLE LAKE OR GRIZZ. | $8,000 |
| 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 |
| HUMAN OPTIONS | |||||||
| 5540 TRABUCO RD STE 100 | IRVINE | CA | 92620 | NONE | PUBLIC CHARITY | ASSISTANCE TO WOMEN AND THEIR FAMILIES AFFECTED BY D | $10,000 |
| KLAMATH ADOLESCENT PROGRAM INC | |||||||
| 2130 ARTHUR STREET | KLAMATH FALLS | OR | 97601 | NONE | PUBLIC CHARITY | FOR FOOD, CLOTHING AND SHELTER FOR THOSE ASSISTED | $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 |
| 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 | $10,000 |
| 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 |
| MERLE WEST-CANCER TREATMENT-MAMMOGRAPHIC FUND | |||||||
| 2610 UHRMANN ROAD | KLAMATH FALLS | OR | 97601 | NONE | PUBLIC CHARITY | FOR CANCER TREATMENT/MAMMOGRAPHIC | $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 |
| RESCUE RANCH INC | |||||||
| PO BOX 1192 | YREKA | CA | 96097 | NONE | PUBLIC CHARITY | PROVIDE FUNDS FOR DOG RESCUE AND REHABILITATION | $5,000 |
| 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 |
| SMART-START MAKING A READER TODAY | |||||||
| 219 NW 12TH AVE STE 203 | PORTLAND | OR | 97209 | NONE | PUBLIC CHARITY | PROVIDE FUNDS FOR READING PROGRAMS | $15,000 |
| STABLE HANDS | |||||||
| PO BOX 1852 | YREKA | CA | 96097 | NONE | PUBLIC CHARITY | PROVIDE FUNDS THERAPEUTIC HORSEBACK RIDING. FUNDS TO BE USED FOR AREA IMPROVEMENTS AND PURCHASE OF HORSE TRAILER. | $38,000 |
| 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 |
| TWELVEACRES INC | |||||||
| 595 MILLICH DRIVE SUITE 104 | CAMPBELL | CA | 95008 | NONE | PUBLIC CHARITY | PROVIDE FUNDS TO ASSIST DEVELOPMENTALLY DISABLED ADULT. | $5,000 |
| YREKA FAMILY YMCA | |||||||
| 350 FOOTHILL DRIVE | YREKA | CA | 96097 | NONE | PUBLIC CHARITY | FOR THE AFTER SCHOOL PROGRAM | $17,000 |
| KLAMATH-LAKE CARES | |||||||
| 2220 ELDORADO BLVD | KLAMATH FALLS | OR | 97601 | NONE | PUBLIC CHARITY | FOR SUPPORT OF CHILD ABUSE PROGRAM | $50,000 |
| 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. | $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. | $10,000 |
| 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. | $10,000 |
| 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 |
| SEARCH DOG FOUNDATION | |||||||
| 501 E OJAI AVE | OJAI | CA | 93023 | NONE | PUBLIC CHARITY | PROVIDE FUNDS TO RECRUIT RESCUED DOGS FOR USE BY FIRST RESPONDERS/ | $7,500 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 360000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $242,000 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $146,612 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $388,612 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 388612 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | GRISWOLD INDUSTRIES | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 1100000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $1,750 | Amount |
| Net Investment Income | 1750 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 4817786 | EOYBookValue |
| EOYFMV | 4888458 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | COMMON STOCK | NameOfStock |
| EOY Book Value | 2898302 | EOYBookValue |
| EOYFMV | 3171109 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMMODITIES | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 330516 | BookValue |
| EOYFMV | 426636 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $7,374 | Amount |
| Net Investment Income | 7374 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 22625 | 22625 | 0 |
| FILING FEE | 185 | 185 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
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 | PO BOX 1325 | AddressLine1 |
| City | NEWPORT BEACH | City |
| State | CA | State |
| ZIP Code | 926590325 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXCISE TAX - 2010 FORM 990-PF | $5,817 | 0 | 0 |
| EXCISE TAX - 2011 ESTIMATE | $9,040 | 0 | 0 |