2026-08-06T07:49:02-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990PF 2025-01-01 330668667 THE LILLIAN SHERWOOD GRISWOLD FOUNDATION LILL 2816879671 801 SOUTH 3RD ST LANDER WY 82520 MEGAN GRISWOLD PRESIDENT 2816879671 2026-07-22 1 LISA N RYSSEL CPA P00643670 7147955370 2026-07-22 2025 2025-03-06 01:10:19Z X 17230052 X 1416667 463448 463448 402034 402034 402034 2282149 865482 0 0 0 1547 0 1547 6334 3167 3167 62627 62627 0 21102 5230 0 5022 2947 2075 96632 73971 6789 218150 218150 314782 73971 224939 1967367 791511 135 11264 11264 1455498 1753308 1753308 8535586 10697562 10697562 0 343920 343920 4839987 4423998 4423998 14831206 17230052 17230052 4305 0 4305 X 14831206 17225747 14831206 17225747 14831206 17230052 14831206 1967367 427174 17225747 0 17225747 CAPITAL GAINS DIVIDENDS P 402034 402034 402034 402034 11002 0 11002 0 11002 6800 0 16300 0 23100 103 11995 11995 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A MICHELLE ESCUDERO 2816879671 801 S 3RD ST LANDER WY 82520 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 9959052 1515744 4631993 16106789 0 0 16106789 241602 15865187 793259 793259 11002 11002 782257 0 782257 0 782257 224939 0 224939 782257 0 0 292682 292682 224939 0 0 0 224939 0 292682 292682 0 0 0 0 0 264636 0 0 0 X WINTERGREEN ADAPTIVE SPORTS 13 GRASSY RIDGE WINTERGREEN RESORT VA 22967 N/A PC CHARITABLE PURPOSE 1000 REACH EDUCATION INC 300 M STREET SE SUITE 803 WASHINGTON DC 20003 N/A PC CHARITABLE PURPOSE 8000 IPAS PO BOX 9990 CHAPEL HILL NC 27515 N/A PC CHARITABLE PURPOSE 5000 CHELSEA'S FUND PO BOX 1472 LANDER WY 82520 N/A PC CHARITABLE PURPOSE 5000 CALIFORNIA INCLUSIVE SAILING 125 VIA WAZIERS NEWPORT BEACH CA 92663 N/A PC CHARITABLE PURPOSE 5000 CONSERVATION LAW FOUNDATION 15 EAST STATE STREET STE 4 MONTPELIER VT 05602 N/A PC CHARITABLE PURPOSE 50000 BARNARD COLLEGE 3009 BROADWAY NEW YORK NY 10027 N/A PC CHARITABLE PURPOSE 20000 VICTORIA ELEMENTARY PTA 1025 VICTORIA AVENUE COSTA MESA CA 92627 N/A PC CHARITABLE PURPOSE 5000 LANDER COMMUNITY FOUNDATION PO BOX 1131 LANDER WY 82520 N/A PC CHARITABLE PURPOSE 30000 WHITNEY MUSEUM OF AMERICAN ART 99 GANSEVOORT STREET NEW YORK NY 10014 N/A PC CHARITABLE PURPOSE 7500 OKANO'S GIFT PO BOX 7477 JACKSON WY 83001 N/A PC CHARITABLE PURPOSE 6000 BACK ON MY FEET PO BOX 71536 PHILADELPHIA PA 191761536 N/A PC CHARITABLE PURPOSE 5000 CLIMB WYOMING PO BOX 425 CHEYENNE WY 82003 N/A PC CHARITABLE PURPOSE 5000 MARCH OF DIMES 101 MONTGOMERY ST SUITE 300 SAN FRANCISCO CA 94104 N/A PC CHARITABLE PURPOSE 5000 SURFER'S HEALING FOUNDATION INC PO BOX 1267 SAN JUAN CAPISTRANO CA 92693 N/A PC CHARITABLE PURPOSE 5000 GLOBAL PEARLS INC PO BOX 67080 ALBUQUERQUE NM 87193 N/A PC CHARITABLE PURPOSE 5000 HITCHING POST MINISTRIES 35130 LOMA ROAD LAKE ELSINORE CA 925307515 N/A PC CHARITABLE PURPOSE 50050 CIRCLE OF HOPE HEALTHCARE SERVICES 712 H ST NE SUITE 1825 WASHINGTON DC 20002 N/A PC CHARITABLE PURPOSE 600 218150 0 14 463448 18 402034 0 865482 0 865482 0 0 0 0 0 0 0 0 0 0 X X 1 GRISWOLD INDUSTRIES 1701 PLACENTIA AVE COSTA MESA CA 92627 1416667 X ACCOUNTING FEES 6334 3167 3167 JPMORGAN CHASE & CO 02/27/27 246149 246149 JPMORGAN CHASE & CO 03/24/25 97771 97771 CALVERT EQUITY I (CEYIX) 1062644 1062644 CALVERT INTERNATIONAL EQ (CWVIX) 937223 937223 CHARLES SCHWAB US MC 203972 203972 CONESTOGA SMALL CAP INST (CCALX) 406226 406226 DFA US LARGE CAP VALUE L (DFLVX) 1503959 1503959 DFA US SMALL CAP VALUE (DFSVX) 302652 302652 DODGE & COX INCOME (DODIX) 1036357 1036357 DOUBLELINE TOTAL RETURN BOND (DBLTX) 311619 311619 HARDING LOEVNER EMERGING 149307 149307 ISHARES MSCI CHINA ETF (MCHI) 187058 187058 VANGUARD HIGH-YIELD CORP (VWEAX) 169546 169546 VANGUARD INTERMEDIATE (VCIT) 260379 260379 VANGUARD INTERM-TERM INVEST-GRDE (VFIDX) 811811 811811 VANGUARD INTERNATIONAL G (VWIGX) 347889 347889 VANGUARD INTERNATNL HGH DIV YLD (VYMI) 356130 356130 VANGUARD SHORT-TERM CORP (VSCSX) 263834 263834 VANGUARD SHORT-TERM INVE (VFSUX) 321749 321749 VANGUARD SMALL CAP (VBX) 379148 379148 VANGUARD TOTAL 177284 177284 VANGUARD ULTRA-SHORT-TER (VUSFX) 255971 255971 W P CAREY INC 353980 353980 VERIZON COMMUNICATIONS 407300 407300 VAN ULTRA SHRT BND (VUSB) 246110 246110 VANGUARD SHORT-TERM BOND (BSV) 245414 245414 LEGAL FEES 1547 0 1547 INVESTMENTS IN GRISWOLD LEGACY II, LLC 4839987 4423998 4423998 LICENSES & FEES 200 0 200 GRISWOLD LEGACY II - ORD BUSN LOSS 2947 2947 0 BOARD DEVELOPMENT 1875 0 1875 UNREALIZED GAIN/LOSS ON INVESTMENT 427174 MANAGEMENT FEES 62627 62627 0 FOREIGN TAXES 5230 5230 0 EXCISE TAXES 15872 0 0