BETA

LILLYS GIFT FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
LILLYS GIFT FOUNDATION (EIN 68-0445376)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-26
IRS object ID
202612389349100026
Schema version
2025v4.2
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)
Return2026-08-26T17:03:11-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12875 MICHELLE DRIVE 300AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680445376EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LILLYS GIFT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLILLBusinessNameControlTxt
Phone5419333000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1805 MARYHILL CIRCLEAddressLine1Txt
CityYREKACityNm
State AbbreviationCAStateAbbreviationCd
ZIP96097ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARILYN ERICSONPersonNm
Person TitleCEOPersonTitleTxt
Phone5419333000PhoneNum
Signature2026-08-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA N RYSSEL CPAPreparerPersonNm
PTINP00643670PTIN
Phone7147955370PhoneNum
Preparation2026-08-13PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,276,254FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,361,111ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$658,241DividendsRevAndExpnssAmt
Dividends Net Invst Incm$658,241DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$326,320NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,787,189GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$326,320CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$20,043OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$43OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,365,715TotalRevAndExpnssAmt
Total Net Invst Incm$984,604TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$85,382LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$42,691LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$42,691LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$33,212AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$16,606AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$16,606AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$130,077OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$130,077OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$9,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$257,671TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$189,374TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$59,297TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$520,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$520,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$777,671TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$189,374TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$579,297TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,588,044ExcessRevenueOverExpensesAmt
Net Investment Income$795,230NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$853CashBOYAmt
Cash EOY$852CashEOYAmt
Cash EOYFMV$852CashEOYFMVAmt
Sav And Temp Cash Invst BOY$664,799SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$556,817SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$556,817SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$26,553,751CorporateStockBOYAmt
Corporate Stock EOY$10,658,067CorporateStockEOYAmt
Corporate Stock EOYFMV$10,658,067CorporateStockEOYFMVAmt
Other Investments BOY$2,741,609OtherInvestmentsBOYAmt
Other Investments EOY$1,060,518OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,060,518OtherInvestmentsEOYFMVAmt
Total Assets BOY$29,961,012TotalAssetsBOYAmt
Total Assets EOY$12,276,254TotalAssetsEOYAmt
Total Assets EOYFMV$12,276,254TotalAssetsEOYFMVAmt
Other Liabilities BOY$7,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$16,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$7,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$16,000TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$29,954,012NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$12,260,254NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$29,954,012TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,260,254TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$29,961,012TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,276,254TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$29,954,012TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,588,044ExcessRevenueOverExpensesAmt
Other Increases$4,230,841OtherIncreasesAmt
Subtotal$36,772,897SubtotalAmt
Other Decreases$24,512,643OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,260,254TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$7,684,114$7,460,869$223,245$223,245
CAPITAL GAIN DIVIDENDS$103,075$103,075$103,075P
FieldValueIRS element (for citing)
Capital Gain Net Income$326,320CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,054InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,054SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,054TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$566EsPenaltyAmt
Tax Due$11,620TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARILYN ERICSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5419333000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1805 MARYHILL CIRCLEAddressLine1Txt
CityYREKACityNm
State AbbreviationCAStateAbbreviationCd
ZIP96097ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARILYN ERICSON
92561 PIOCH LANESPRINGFIELDOR97478CEO1.00$0$0$0
RISA ERICSON KNIGHTS
92561 PIOCH LANESPRINGFIELDOR97478CFO1.00$0$0$0
BRAYDEN ERICSON
92561 PIOCH LANESPRINGFIELDOR97478SECRETARY1.00$0$0$0
LOIS ERICSON
8519 SHADY DELL ROADMACDOELCA96058CEO (END 09/25)1.00$0$0$0
CONSTANCE SHERWOOD
1809 NW CANYON DRIVEREDMONDOR97756CFO (END 09/25)1.00$0$0$0
STEVEN L ERICSON
7001 EAST BUTTE VALLEY ROADDORRISCA96023VP (END 09/25)1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$28,024,042AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$711,378AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$28,735,420TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$28,735,420AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$431,031CashDeemedCharitableAmt
Net Vl Noncharitable Assets$28,304,389NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,415,219MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,415,219MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,054TaxBasedOnInvestmentIncomeAmt
Total Tax$11,054TotalTaxAmt
Distributable Before Adj$1,404,165DistributableBeforeAdjAmt
Recoveries Qualfied Distri$20,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,424,165DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,424,165DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$579,297ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$579,297QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,424,165DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$218,431ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$230,010ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$336,303ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$710,149ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,494,893TotalExcessDistributionCyovAmt
Qualifying Distributions$579,297QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$579,297AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$844,868ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$844,868ExcessDistributionCyovAppCYAmt
Total Corpus$650,025TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$650,025ExcessDistriCyovToNextYrAmt
Excess From Year1$650,025ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLILLY'S GIFT FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1805 MARYHILL CIRCLEAddressLine1Txt
CityYREKACityNm
State AbbreviationCAStateAbbreviationCd
ZIP96097ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5419333000RecipientPhoneNum
Form And Info And MaterialsPOTENTIAL RECIPIENTS ARE TO SUBMIT A WRITTEN LETTER EXPLAINING NEED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS OR LIMITATIONS ON AWARDS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL SEATED IN THE BARN
1925 NUTE STREETBAKERSFIELDCA93312PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
BIG DOG RANCH RESCUE
601 OUTSEN ROADYREKACA96097PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
BOARD HOUSE SOCIETY
19720 JADE CTBENDOR97702PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$15,000
CAMP COCKER RESCUE
601 OUTSEN ROADYREKACA96097PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
CASCADIA WILDLANDS
120 SHELTON MCMURPHEY BLVD 250EUGENEOR97401PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
CENTRAL OREGON LANDWATCH
2843 NW LOLO DR 200BENDOR97703PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
COLBY'S CREW
PO BOX 6992CHARLOTTESVILLEVA22947PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
COMPANION ANIMAL MEDICAL PROJECT (CAMP CLINIC)
64682 COOK AVEBENDOR97703PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$15,000
EMBRACE BEND
2312 NW LOLO DRBENDOR97703PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
FAMILY KITCHEN
231 NW IDAHO AVEBENDOR97703PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
GENTLE GIANTS DRAFT HORSE RESCUE SOCIETY LTD
17250 OLD FREDERICK RDMOUNT AIRYMD21771PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
GRASP ANIMAL RESCUE
PO BOX 26741ROCHESTERNY14626PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
HIGH DESERT FOOD & FARM ALLIANCE
PO BOX 1782BENDOR977091782PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
HUI O NA WAT CHA
213 WEST WAIKO ROADWAILUKUHI96793PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
LANE COUNTY SHEREES MOUNTED POSSE
601 OUTSEN ROADYREKACA96097PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
LIBERATION PATHWAYS HEALING PLACE
601 OUTSEN ROADYREKACA96097PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$40,000
MARCH OF DIMES
2222 MARTIN SUITE 155IRVINECA92612PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
MARCOLA EDUCATION FOUNDATION
601 OUTSEN ROADYREKACA96097PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$20,000
MARCOLA ELEMENTARY PTO
38300 WENDLING RDMARCOLAOR974549732PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$50,000
MCKENZIE RIVER TRUST
725 W 1ST AVE STE BEUGENEOR97402PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$55,000
NEWPORT MESA CHURCH
17682 MITCHELL N SUITE 100IRVINECA926146046PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$20,000
NORTHWEST DOG PROJECT
30764 KOINONIA RDEUGENEOR97405PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
OREGON HORSE RESCUE
4325 COMMERCE ST STE 111-463EUGENEOR97402PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$20,000
OREGON WORKER RELIEF FUND
333 SW 5TH AVENUE SUITE 250PORTLANDOR972040000PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$15,000
OSCARS PLACE ADOPTION CENTER & SANCTUARY
5100 SW MACADAM AVE 120PORTLANDOR97239PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
PAWTCAKE REFUGE
46 BURTON AVEPLAINVIEWNY11803PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
PROGRAMA DE AYUDA INC (DBA LATINO COMMUNITY ASSOCIATION)
2680 NE TWIN KNOLLS DRBENDOR97701PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
ROARING RIVER WATER COLLECTIVE
601 OUTSEN ROADYREKACA96097PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
SEEDING JUSTICE THE CHUUSH FUND
PO BOX 12489PORTLANDOR97212PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$20,000
SMILE TRAIN INC
PO BOX 96231WASHINGTONDC96231PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$5,000
SOUTHWEST INDIAN FOUNDATION WATER IS LIFE PROGRAMS
601 OUTSEN ROADYREKACA96097PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$15,000
THE GIVING PLATE
1245 SE 3RD ST SUITE CBENDOR977022167PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
THINK WILD
PO BOX 5093BENDOR97708PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
TINY MIGHTY AND STRONG
PO BOX 222TULELAKECA961340222PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
UNITED ANIMAL NATIONS (DBA RED ROVER)
PO BOX 1000SACRAMENTOCA958121000PCTO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$520,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$658,241ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$20,043ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$326,320ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdExclusionExclusionCd
REBATES AND REFUNDS90009901
OTHER REVENUE90009901

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,004,604ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,004,604TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1GRISWOLD INDUSTRIESBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11701 PLACENTIA AVENUEAddressLine1Txt
CityCOSTA MESACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92627ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,361,111TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$33,212Amt
Net Investment Income$16,606NetInvestmentIncomeAmt
Disbursements Charitable Prps$16,606DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MFB NORTHERN EQUITY INDEX FUNDS INTL EQT$1,957,042$1,957,042
MFB NORTHERN EQUITY INDEX FUNDS MID CAP$294,077$294,077
MFB NORTHERN FUNDS EMERGING MKTS EQUITY$1,003,981$1,003,981
MFB NORTHERN FUNDS SMALL CAP INDEX$280,547$280,547
MFB NORTHERN FUNDS STK INDEX FD$4,799,893$4,799,893
MFB NORTHERN FUNDS BD INDX FD$808,150$808,150
MFB NORTHERN FUNDS HIGH YIELD FIXED INC$331,744$331,744
MFC FLEXSHARES TR IBOXX 3 YR TARGET DURA$281,430$281,430
MFC ISHARES TR BROAD USD HIGH YIELD$329,674$329,674
MFO DFA INTL SMALL CO PORTFOLIO$387,882$387,882
MFO VANGUARD INFLATION PROTECTED SECURITIES$183,647$183,647

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MFB NORTHERN FDS GLOBAL REAL ESTATE MKT VALFMV$112,614$112,614
MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSFMV$255,064$255,064
MFC FLEXSHARES TR STOXX GLOBAL BROAD INFFMV$692,840$692,840

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$85,382LegalFeesAmt
Net Investment Income$42,691NetInvestmentIncomeAmt
Disbursements Charitable Prps$42,691DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
FDTN SPLIT - TRANSFER TO LULULILLY'S LEGACY FOUNDATION (EIN 33-3395415)$12,256,321
FDTN SPLIT - TRANSFER TO THE BIG E FAMILY FOUNDATION (EIN 33-3395997)$12,256,322

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
REBATES$43$43$43
RETURNED GRANT$20,000$0$20,000

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$4,230,841Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCURRENT EXCISE TAX LIABILITYDesc
BOY Book Value$7,000BOYBookValueAmt
EOY Book Value$16,000EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEESCategoryTxt
Amt$130,077Amt
Net Investment Income$130,077NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$9,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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