STRATEGY STUDIO / PUBLIC DATA EXPLORER

LILLIAN SHERWOOD GRISWOLD FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
LILLIAN SHERWOOD GRISWOLD FOUNDATION (EIN 33-0668667)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-10-25
IRS object ID
201232999349100303
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-10-25T09:03:14-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SHERRIN FIELDER CPABusinessNameLine1

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 Date2011-01-01TaxPeriodBeginDate

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 Signed2012-10-25DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSherrin FielderName
Phone5305509600Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY104126FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss75000ContriReceivedRevAndExpnss
Dividends Rev And Expnss7DividendsRevAndExpnss
Dividends Net Invst Incm7DividendsNetInvstIncm
Dividends Adj Net Incm7DividendsAdjNetIncm
Other Income Rev And Expnss2146OtherIncomeRevAndExpnss
Other Income Net Invst Incm2146OtherIncomeNetInvstIncm
Other Income Adj Net Incm2146OtherIncomeAdjNetIncm
Total Revenue And Expenses77153TotalRevenueAndExpenses
Total Net Investment Income2153TotalNetInvestmentIncome
Total Adjusted Net Income2153TotalAdjustedNetIncome
Legal Fees Rev And Expnss56LegalFeesRevAndExpnss
Legal Fees Net Invst Incm14LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps42LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss1740AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm435AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps1305AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss30TaxesRevAndExpnss
Taxes Dsbrs Chrtbl Prps30TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss55OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm24OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps31OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1881TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm473TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1408TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss7400ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps7400ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss9281TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm473TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps8808TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses67872ExcessOfRevenueOverExpenses
Net Investment Income1680NetInvestmentIncome
Adjusted Net Income2153AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY998CashBOY
Cash EOY998CashEOY
Cash EOYFMV998CashEOYFMV
Savings And Temp Cash Invst BOY35365SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY103128SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV103128SavingsAndTempCashInvstEOYFMV
Total Assets BOY36363TotalAssetsBOY
Total Assets EOY104126TotalAssetsEOY
Total Assets EOYFMV104126TotalAssetsEOYFMV
Accounts Payable BOY109AccountsPayableBOY
Total Liabilities BOY109TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY36254RetainedEarningsBOY
Retained Earnings EOY104126RetainedEarningsEOY
Total Net Assets BOY36254TotalNetAssetsBOY
Total Net Assets EOY104126TotalNetAssetsEOY
Total Liabilities Net Assets BOY36363TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY104126TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY36254TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses67872ExcessOfRevenueOverExpenses
Subtotal104126Subtotal
Total Net Assets Fund Balances EOY104126TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1146959QualifyingDistributionsYear1
Noncharitable Assets Year1100742NoncharitableAssetsYear1
Distribution Ratio Year11.45877DistributionRatioYear1
Qualifying Distributions Year2325923QualifyingDistributionsYear2
Noncharitable Assets Year2381716NoncharitableAssetsYear2
Distribution Ratio Year20.85384DistributionRatioYear2
Qualifying Distributions Year357506QualifyingDistributionsYear3
Noncharitable Assets Year31245181NoncharitableAssetsYear3
Distribution Ratio Year30.04618DistributionRatioYear3
Qualifying Distributions Year468254QualifyingDistributionsYear4
Noncharitable Assets Year41218793NoncharitableAssetsYear4
Distribution Ratio Year40.05600DistributionRatioYear4
Qualifying Distributions Year568666QualifyingDistributionsYear5
Noncharitable Assets Year51387687NoncharitableAssetsYear5
Distribution Ratio Year50.04948DistributionRatioYear5
Total Distribution Ratio2.46427TotalDistributionRatio
Average Distribution Ratio0.49285AverageDistributionRatio
Net Noncharitable Assets65081NetNoncharitableAssets
Adjusted Noncharitable Assets32075AdjustedNoncharitableAssets
One Percent Net Investment Income17OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One32092AdjNonchrtblAssetsAndOnePct
Qualifying Distributions8808QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax34InvestmentIncomeExciseTax
Subtotal34Subtotal
Tax Based On Investment Income34TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment198EstTaxPaymentsAndOverpayment
Total Credits And Payments198TotalCreditsAndPayments
Overpayment164Overpayment
Amount Credited To Next Year164AmountCreditedToNextYear

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 PARKWAYIRVINECA92606CFO5.000
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 Securities20042AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances46030AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets66072TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets66072AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable991CashDeemedCharitable
Net Noncharitable Assets65081NetNoncharitableAssets
Minimum Investment Return3254MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return3254MinimumInvestmentReturn
Tax Based On Investment Income34TaxBasedOnInvestmentIncome
Total Tax34TotalTax
Distributable Amount Before Adj3220DistributableAmountBeforeAdj
Distributable Amount Before Ded3220DistributableAmountBeforeDed
Distributable Amount As Adjusted3220DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions8808ExpensesAndContributions
Qualifying Distributions8808QualifyingDistributions
Adj Qualifying Distributions8808AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted3220DistributableAmountAsAdjusted
Excess Distri Carryover Year1141934ExcessDistriCarryoverYear1
Total Excess Distri Carryover141934TotalExcessDistriCarryover
Qualifying Distributions8808QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year3220AppliedToCurrentYear
Remaining Distri From Corpus5588RemainingDistriFromCorpus
Total Corpus147522TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year147522ExcessDistriCyovToNextYear
Excess From Year1141934ExcessFromYear1
Excess From Current Year5588ExcessFromCurrentYear

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 RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
PLACER COUNTY SHERIFF'S SEARCH AND
2929 RICHARDSON DRIVEAUBURNCA95603NONE501-C3GENERAL SUPPORT$200
THE HUMANE SOCIETY OF THE US
2100 L ST NWWASHINGTONDC20037NONE501-C3GENERAL SUPPORT$200
SCHOOL NUTRITION ASSOCIATION
120 WATERFRONT STREET SUITE 300NATIONAL HARBORMD20745NONE501-C3GENERAL SUPPORT$500
THE FIRST CHURCH OF CHRISTIAN SCIEN
210 MASSACHUSETTS AVENUEBOSTONMA02115NONE501-C3GENERAL SUPPORT$3,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901NONE501-C3GENERAL SUPPORT$500
CS ASSOC OF THE PUPILS OF PD GRIMES
2010 N FENNIMORE AVENUETUCSONAZ85749NONEIndividuaGENERAL SUPPORT$3,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year7400TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$7ExclusionAmount

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionSecurities litigationDescription
Exclusion Code1ExclusionCode
Exclusion$2,146ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$2,153ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA2153TotalPartXVIA

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 Contributions75000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryPROFESSIONAL SERVICESCategory
Amount$1,740Amount
Net Investment Income435NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps1305DisbursementsCharitablePrps

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEECategory
Amount$56Amount
Net Investment Income14NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps42DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrpsNet Investment IncomeNetInvestmentIncome
POSTAGE3131
BANK FEES2424

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionSecurities litigationDescription
Revenue And Expenses Per Books2146RevenueAndExpensesPerBooks

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
CityNEWPORT BEACHCity
StateCAState
ZIP Code926590325ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountDisbursements Charitable PrpsDisbursementsCharitablePrps
TAXES$1010
CORP FILING FEE$2020