Griswold Charitable Trust Co M Rodrigue

990PF • Fiscal year 2022 • EIN 77-6135696

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 18, 2023

Organization Profile

816 Arbolado RoadSanta Barbara, CA 93103

(805) 452-9520

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

0.01x

Higher debt load relative to revenue than 29% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

-9.3%

Higher net margin than 25% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

$48,995

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

-0.7%

Faster asset growth than 48% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

-39%

Faster revenue growth than 17% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets28th percentile

Assets

Down

$8,579,313

Down $61,682 (-0.7%) from 2021

Net Assets

Down

$8,572,035

Down $58,630 (-0.7%) from 2021

Liabilities

Down

$7,278

Down $3,052 (-30%) from 2021

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin25th percentile

Revenue

Down

$632,859

Down $410,684 (-39%) from 2021

Expenses

$691,488

Up $25,027 (+3.8%) from 2021

Net Income

Down

-$58,629

Down $435,711 (-116%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2022

Assets$8,579,313

Liabilities$7,278

Net Assets$8,572,035

Open 2022 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2022

Revenue$632,859

Expenses$691,488

Net Income-$58,629

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2021 to Jun 30, 2022
Signed: Jul 18, 2023
Return Version: 2021v4.0

Compensation and Service Providers

Top Officer Pay39th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MARC RODRIGUE	Co-Trustee	-	$48,995	-	$48,995
MARTHA RODRIGUE	Co-Trustee	-	$48,995	-	$48,995

Filing and Contact Details

Filer

Filer Name: Griswold Charitable Tr
EIN: 77-6135696
Phone: 8054529520
Address: 816 ARBOLADO ROAD, SANTA BARBARA, CA 93103

Signing Officer

Name: Marc Rodrigue
Title: Co-trustee
Signed: 2023-07-18
Discuss with paid preparer: Yes

Preparer

Firm: Scroggs & Associates
Address: 1809 CLIFF DRIVE UNIT E, SANTA BARBARA, CA 93109
Preparer: Kathy J Scroggs
Phone: 8054447994

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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	668435
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	668435
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	676843
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	8408
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	8408
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	45
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt	0	1130
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	8408
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	8408
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	8408
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	7323
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	1130
IRS990PF/FMVAssetsEOYAmt	0	11666701
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt	0	10330
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt	0	7278
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	8630665
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	8572035
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	3474118
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	3686702
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	3287310
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	4619857
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	4531024
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	8017804
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt	0	20918
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	526102
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	361587
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	361587
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	8640995
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	8579313
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	11666701
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	10330
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	7278
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	8640995
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	8579313
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	8630665
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	8572035
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	13742999
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	362729
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	13380270
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	206145
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	676843
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	13536854
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	13742999
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	3.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	3.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	48995
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	48995
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	MARC RODRIGUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MARTHA RODRIGUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	816 ARBOLADO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	816 ARBOLADO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	93103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	93103
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	655078
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	655078
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	0	13
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	0	INCOME, NET OF EXPENSE, IS USED TO MAKE CONTRIBUTIONS TO CHARITIES FOR THEIR USE IN FURTHERING THEIR EXEMPT FUNCTION.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	1809 CLIFF DRIVE UNIT E
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	SANTA BARBARA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	93109
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	SCROGGS & ASSOCIATES
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8054447994
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	CHARITABLE DISTRIBUTIONS TO TAX EXEMPT ENTITIES
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	540000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	180000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	90000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	90000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	90000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	90000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	PET PRIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	NATIONAL CAT PROTECTION SOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	HISTORIC BEAUFORT FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	SANTA BARBARA BEAUTIFUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	4	NATIONAL HEALTH FEDERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 1055
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	6904 WEST COAST HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	POBOX 11
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	POBOX 2024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	PO BOX 688
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	PACIFIC PALISADES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	BEAUFORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	MONROVIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	90272
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	92663
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	29901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	93120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	91017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	540000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	618742
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	36336
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	668435
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	655078
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	49693
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	36336
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	MULLEN & HENZELL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	6085
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	6085
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	1
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	ROUNDING
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	OTHER MISC INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	545
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	545
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	28002
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	FIRST REPUBLIC, INVESTMENT BROKER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	28002
TaxesSchedule/TaxesDetail/Amt	0	1130
TaxesSchedule/TaxesDetail/Amt	1	7278
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt	1	IRS: ACCRUE BALANCE DUE FOR FYE 6/30/22
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARC RODRIGUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	GRISWOLD CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt	0	GRIS
ReturnHeader/Filer/EIN	0	776135696
ReturnHeader/Filer/PhoneNum	0	8054529520
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	816 ARBOLADO ROAD

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $8,579,313
Liabilities: $7,278
Net assets: $8,572,035
Revenue: $632,859
Expenses: $691,488
Net income: -$58,629

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$8.05	$0.00	$8.05	$0.51	$0.56	$0.05
2024Summary only. Only limited summary data is available for this year.	$8.11	$0.00		$0.63	$0.61	$0.01
2023Summary only. Only limited summary data is available for this year.	$8.10	$0.00		$0.26	$0.73	$0.47
2022Detailed filing. Detailed filing data is available for this year.	$8.58	$0.01	$8.57	$0.63	$0.69	$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$8.64	$0.01	$8.63	$1.04	$0.67	$0.38
2020Summary only. Only limited summary data is available for this year.	$8.26	$0.00		$0.00	$0.66	$0.66
2019Summary only. Only limited summary data is available for this year.	$8.90	$0.00		$1.58	$0.66	$0.92
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$8.04	$0.05	$7.99	$1.03	$0.67	$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.63	$0.00	$7.63	$0.70	$0.62	$0.08
2016Detailed filing. Detailed filing data is available for this year.	$7.53	$0.00	$7.53	$0.13	$0.68	$0.55
2015Detailed filing. Detailed filing data is available for this year.	$8.08	$0.00	$8.08	$0.49	$0.61	$0.12
2014Summary only. Only limited summary data is available for this year.	$8.21	$0.00		$0.83	$0.53	$0.30
2013Detailed filing. Detailed filing data is available for this year.	$7.92	$0.00	$7.92		$0.66
2012Detailed filing. Detailed filing data is available for this year.	$7.83	$0.00	$7.83		$0.39
2011Detailed filing. Detailed filing data is available for this year.	$7.87	$0.00	$7.87		$0.57