LILLIAN SHERWOOD GRISWOLD FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LILLIAN SHERWOOD GRISWOLD FOUNDATION (EIN 33-0668667)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-20
- IRS object ID
- 202520799349101002
- Schema version
- 2024v5.0
- 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 Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-20T09:36:48-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 MICHELLE DRIVE 300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330668667 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LILLIAN SHERWOOD | BusinessNameLine1Txt |
| Business Name Line2 | GRISWOLD FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LILL | BusinessNameControlTxt |
| Phone | 2816879671 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 SOUTH 3RD ST | AddressLine1Txt |
| City | LANDER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82520 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEGAN GRISWOLD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3606728644 | PhoneNum |
| Signature | 2025-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA N RYSSEL CPA | PreparerPersonNm |
| PTIN | P00643670 | PTIN |
| Phone | 7149781300 | PhoneNum |
| Preparation | 2025-03-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,831,206 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,317,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $425,874 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $425,874 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $126,185 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $126,198 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $126,185 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,869,559 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $552,059 | 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 | $1,408 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,408 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,315 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,657 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,658 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,544 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,544 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,778 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,521 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,375 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,598 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,777 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $103,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,320 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,843 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $204,670 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,320 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $127,093 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,664,889 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $478,739 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $154,975 | CashBOYAmt |
| Cash EOY | $135 | CashEOYAmt |
| Cash EOYFMV | $135 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,425,682 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,455,498 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,455,498 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,189,585 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,535,586 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,535,586 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $5,235,335 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,839,987 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,839,987 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,005,577 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,831,206 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,831,206 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,005,577 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,831,206 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,005,577 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,831,206 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,005,577 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,831,206 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,005,577 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,664,889 | ExcessRevenueOverExpensesAmt |
| Other Increases | $160,740 | OtherIncreasesAmt |
| Subtotal | $14,831,206 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,831,206 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DIVIDEND | P | $126,183 | $126,183 | $126,183 | |
| PUBLICLY TRADED INVESTMENTS | P | $15 | $2 | $2 | $13 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $126,185 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,654 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,654 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,654 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $81 | EsPenaltyAmt |
| Tax Due | $4,535 | 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 | 0 | 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 | MICHELLE ESCUDERO | IndividualWithBooksNm |
| Phone | 2816879671 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 S 3RD ST | AddressLine1Txt |
| City | LANDER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82520 | ZIPCd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MEGAN GRISWOLD | ||||||||
| 5000 W ESPLANADE AVE 259 | METAIRIE | LA | 70006 | PRESIDENT / TREASURER | 2.00 | $0 | $0 | $0 |
| MICHELLE L ESCUDERO | ||||||||
| 801 S 3RD ST | LANDER | WY | 82520 | SECRETARY | 1.00 | $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 | $7,339,157 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,737,366 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,037,661 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,114,184 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,114,184 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $211,713 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,902,471 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $695,124 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $695,124 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,654 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,654 | TotalTaxAmt |
| Distributable Before Adj | $688,470 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $688,470 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $688,470 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $127,093 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $127,093 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $688,470 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $854,059 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $854,059 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $127,093 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $127,093 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $561,377 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $561,377 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $292,682 | 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 | $292,682 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $292,682 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WINTERGREEN ADAPTIVE SPORTS | |||||||
| 13 GRASSY RIDGE | WINTERGREEN RESORT | VA | 22967 | N/A | PC | CHARITABLE PURPOSE | $1,000 |
| APPLE VALLEY SCHOOL | |||||||
| 130 EUGENE STREET | LANDER | WY | 82520 | N/A | PC | CHARITABLE PURPOSE | $2,500 |
| CHELSEA'S FUND | |||||||
| PO BOX 1472 | LANDER | WY | 82520 | N/A | PC | CHARITABLE PURPOSE | $5,000 |
| CALIFORNIA INCLUSIVE SAILING | |||||||
| 125 VIA WAZIERS | NEWPORT BEACH | CA | 92663 | N/A | PC | CHARITABLE PURPOSE | $5,000 |
| IPAS | |||||||
| PO BOX 9990 | CHAPEL HILL | NC | 27515 | N/A | PC | CHARITABLE PURPOSE | $5,000 |
| WYOMING OUTDOOR COUNCIL | |||||||
| 236 S 2ND STREET | LANDER | WY | 82520 | N/A | PC | CHARITABLE PURPOSE | $5,000 |
| LEAGUE OF WOMAN VOTERS OF WYOMING EDUCATION FUND | |||||||
| 412 S 10TH STREET APT A | LARAMIE | WY | 82070 | N/A | PC | CHARITABLE PURPOSE | $6,500 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | N/A | PC | CHARITABLE PURPOSE | $7,500 |
| SUBJECT MATTER | |||||||
| 145 W 11TH STREET | NEW YORK CITY | NY | 10011 | N/A | PC | CHARITABLE PURPOSE | $8,000 |
| REACH EDUCATION INC | |||||||
| 300 M STREET SE SUITE 803 | WASHINGTON | DC | 20003 | N/A | PC | CHARITABLE PURPOSE | $8,000 |
| RESCUE WOMEN VIA GLOBAL PEARL LLC | |||||||
| PO BOX 67080 | ALBUQUERQUE | NM | 87193 | N/A | PC | CHARITABLE PURPOSE | $10,000 |
| CONSERVATION LAW FOUNDATION | |||||||
| 15 EAST STATE STREET STE 4 | MONTPELIER | VT | 05602 | N/A | PC | CHARITABLE PURPOSE | $18,000 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | CHARITABLE PURPOSE | $19,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $425,874 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $126,185 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $552,059 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $552,059 | TotalIncomeProducingActyAmt |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRISWOLD INDUSTRIES | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 PLACENTIA AVE | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92627 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,317,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,315 | Amt |
| Net Investment Income | $7,657 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,658 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA US LARGE CAP VALUE L (DFLVX) | $1,084,901 | $1,084,901 |
| CALVERT EQUITY I (CEYIX) | $939,533 | $939,533 |
| CALVERT INTERNATIONAL EQ (CWVIX) | $827,655 | $827,655 |
| VANGUARD INTERM-TERM INVEST-GRDE | $778,175 | $778,175 |
| DODGE & COX INCOME | $760,027 | $760,027 |
| CONESTOGA SMALL CAP INST (CCALX) | $480,151 | $480,151 |
| VANGUARD SHORT-TERM INVE (VFSUX) | $315,326 | $315,326 |
| VANGUARD INTERNATIONAL G (VWIGX) | $309,871 | $309,871 |
| DOUBLELINE TOTAL RETURN BOND I | $302,886 | $302,886 |
| DFA US SMALL CAP VALUE I | $284,308 | $284,308 |
| VANGUARD INTERNATNL HGH DIV YLD | $268,601 | $268,601 |
| VANGUARD SHORT-TERM CORP BD IDX | $258,122 | $258,122 |
| VANGUARD ULTRA-SHORT-TER (VUSFX) | $255,334 | $255,334 |
| HARDING LOEVNER EMERGING | $224,778 | $224,778 |
| CHARLES SCHWAB US MC | $187,964 | $187,964 |
| VANGUARD HIGH-YIELD CORP | $164,980 | $164,980 |
| ISHARES MSCI CHINA ETF | $145,922 | $145,922 |
| VANGUARD INTERMEDIATE | $249,559 | $249,559 |
| VANGUARD SMALL CAP | $351,475 | $351,475 |
| VANGUARD TOTAL | $46,378 | $46,378 |
| W P CAREY INC | $299,640 | $299,640 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,408 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,408 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN GRISWOLD LEGACY II, LLC | Desc |
| BOY Book Value | $5,235,335 | BOYBookValueAmt |
| EOY Book Value | $4,839,987 | EOYBookValueAmt |
| EOYFMV | $4,839,987 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES & FEES | $400 | $0 | $400 |
| GRISWOLD LEGACY II - ORD BUSN LOSS | $2,598 | $2,598 | $0 |
| BOARD DEVELOPMENT | $16,377 | $0 | $16,377 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENT | Desc |
| Amt | $160,740 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $53,544 | Amt |
| Net Investment Income | $53,544 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $9,521 | $9,521 | $0 |
| EXCISE TAXES | $4,257 | $0 | $0 |