Griswold Charitable Trust Co M Rodrigue

990PF • Fiscal year 2015 • EIN 77-6135696

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

Organization Profile

816 Arbolado RoadSanta Barbara, CA 93103

(805) 969-4764

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $5M-$10M nonprofits • Source year 2015

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $5M-$10M nonprofits • Source year 2015

-24%

Higher net margin than 15% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

$82,872

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

-1.6%

Faster asset growth than 38% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

-41%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets21st percentile

Assets

Down

$8,078,648

Down $127,653 (-1.6%) from 2014

Net Assets

$8,078,648

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2014

Revenue And Expenses

Liabilities / Revenue20th percentile Net Margin15th percentile

Revenue

Down

$486,613

Down $338,876 (-41%) from 2014

Expenses

$605,009

Up $76,949 (+15%) from 2014

Net Income

Down

-$118,396

Down $415,825 (-140%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

Highlighted filing

2015

Assets$8,078,648

Liabilities$0

Net Assets$8,078,648

Open 2015 Filing

Operations Trend

Revenue Growth10th percentile

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

Highlighted filing

2015

Revenue$486,613

Expenses$605,009

Net Income-$118,396

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2014 to Jun 30, 2015
Signed: May 16, 2016
Return Version: 2014v6.0

Compensation and Service Providers

Top Officer Pay42nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MICHAEL C RODRIGUE	Trustee	PT	$82,872	-	$82,872

Filing and Contact Details

Filer

Filer Name: Griswold Charitable Trust
EIN: 77-6135696
Phone: 8059694764
Address: 816 ARBOLADO ROAD, SANTA BARBARA, CA 93103

Signing Officer

Name: Michael C Rodrigue
Title: Trustee
Signed: 2016-05-16
Discuss with paid preparer: Yes

Preparer

Firm: Enrico & Associates
Address: 1260 Coast Village Circle, Montecito, CA 93108-2713
Preparer: Fred Gaeden CPA
Phone: 8059694764

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	6	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	7	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	8	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	9	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/RecipientPersonNm	5	NATIONAL CAT PROTECTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	6	HISTORIC BEAUFORT FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	7	SANTA BARBARA BEAUTIFUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	8	NATIONAL HEALTH MEM LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	9	PET PRIDE
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/RecipientRelationshipTxt	5	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	6	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	7	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	8	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	9	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	POBOX 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	1230 E HUNTINGTON DR SUITE 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	6904 WEST COAST HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	PO BOX 11
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	7	PO BOX 20224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	8	1230 E HUNTINGTON DR SUITE 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	9	PO BOX 1055
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	DUARTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	BEAUFORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	7	SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	8	DUARTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	9	PACIFIC PALISADES
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/StateAbbreviationCd	5	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	7	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	8	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	9	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	91010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	92663
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	29901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	7	93120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	8	91010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	9	90272
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	498000
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	498905
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	536270
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	498905
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	37365
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	Legal
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	119
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	1188
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	238
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	22509
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	233
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	Federal income tax estimates
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	Other
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	bond premium amortization
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	foreign tax withheld
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	11943
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	3057
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	11943
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	3057
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	13485
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Federal Income tax refund
TaxesSchedule/TaxesDetail/Amt	0	10
TaxesSchedule/TaxesDetail/Amt	1	75
TaxesSchedule/TaxesDetail/CategoryTxt	0	CA EXEMPT ORG TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	Registry of charitable trusts
ReturnHeader/BuildTS	0	2016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MICHAEL C RODRIGUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Griswold Charitable Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	co M RODRIGUE
ReturnHeader/Filer/BusinessNameControlTxt	0	GRIS
ReturnHeader/Filer/EIN	0	776135696
ReturnHeader/Filer/PhoneNum	0	8059694764
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	816 ARBOLADO ROAD
ReturnHeader/Filer/USAddress/CityNm	0	SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	93103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Enrico & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1260 Coast Village Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Montecito
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	931082713
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8059694764
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Fred Gaeden CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2016-05-16T14:22:32-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-07-01
ReturnHeader/TaxPeriodEndDt	0	2015-06-30
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $8,078,648
Liabilities: $0
Net assets: $8,078,648
Revenue: $486,613
Expenses: $605,009
Net income: -$118,396

	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
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$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