Griswold Charitable Tr

Rodrigue Michael Ttee

Santa Barbara, CA
Tax-exempt since June 1997
EIN: 77-6135696

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$512k (2025)

Expenses

$562k (2025)

Total Assets

$8.05M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Revenue

$511,558

Expenses

$561,999

Net Income

-$50,441

Net Assets

$8,054,005

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,843	0.6%
Dividends	$340,048	66.5%
Sales of Assets	$167,521	32.7%
Other Income	$1,146	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$546,131	97.2%
Compensation of Officers*	$94,022	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,054,005
Total Liabilities	$0
Net Assets	$8,054,005

Compensation

Key Employees and Officers	Compensation	Other
Marc Rodrigue (Co Trustee)	$47,011	$0
Martha Rodrigue (Co Trustee)	$47,011	$0

990-PF

Filed on Oct. 21, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2024

Revenue

$626,505

Expenses

$612,010

Net Income

$14,495

Net Assets

$8,112,744

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$242,804	38.8%
Sales of Assets	$383,701	61.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$574,810	93.9%
Compensation of Officers*	$88,398	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,112,744
Total Liabilities	$0
Net Assets	$8,112,744

Compensation

Key Employees and Officers	Compensation	Other
Marc Rodrigue (Co Trustee)	$44,199	$0
Martha Rodrigue (Co Trustee)	$44,199	$0

990-PF

Filed on Nov. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2023

Revenue

$258,457

Expenses

$732,243

Net Income

-$473,786

Net Assets

$8,098,249

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$236,716	91.6%
Sales of Assets	$21,741	8.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$693,741	94.7%
Compensation of Officers*	$84,130	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,098,249
Total Liabilities	$0
Net Assets	$8,098,249

Compensation

Key Employees and Officers	Compensation	Other
Marc Rodrigue (Co Trustee)	$42,065	$0
Martha Rodrigue (Co Trustee)	$42,065	$0

990-PF

Filed on Dec. 5, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2022

Revenue

$632,859

Expenses

$691,488

Net Income

-$58,629

Net Assets

$8,572,035

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$978	0.2%
Dividends	$214,040	33.8%
Sales of Assets	$417,296	65.9%
Other Income	$545	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$655,078	94.7%
Compensation of Officers*	$97,990	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,579,313
Total Liabilities	$7,278
Net Assets	$8,572,035

Compensation

Key Employees and Officers	Compensation	Other
Marc Rodrigue (Co Trustee)	$48,995	$0
Martha Rodrigue (Co Trustee)	$48,995	$0

990-PF

Filed on July 18, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$1,043,543

Expenses

$666,461

Net Income

$377,082

Net Assets

$8,630,665

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$242	0.0%
Dividends	$200,109	19.2%
Sales of Assets	$843,192	80.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$504,000	75.6%
Compensation of Officers*	$88,274	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,640,995
Total Liabilities	$10,330
Net Assets	$8,630,665

Compensation

Key Employees and Officers	Compensation	Other
Marc Rodrigue (Co Trustee)	$44,137	$0
Martha Rodrigue (Co Trustee)	$44,137	$0

990-PF

Filed on Sept. 7, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2020

Revenue

-$4,074

Expenses

$655,209

Net Income

-$659,283

Net Assets

$8,253,584

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$395
Dividends	$220,612
Sales of Assets	$0
Other Income	-$1,498

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$499,249	76.2%
Compensation of Officers*	$81,020	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,258,249
Total Liabilities	$4,665
Net Assets	$8,253,584

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2019

Revenue

$1,577,577

Expenses

$658,297

Net Income

$919,280

Net Assets

$8,904,949

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,526	0.5%
Dividends	$219,061	13.9%
Sales of Assets	$1,333,956	84.6%
Other Income	$16,034	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$540,000	82.0%
Compensation of Officers*	$80,664	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,904,949
Total Liabilities	$0
Net Assets	$8,904,949

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2018

Revenue

$1,031,835

Expenses

$674,915

Net Income

$356,920

Net Assets

$7,985,669

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$228	0.0%
Dividends	$232,037	22.5%
Sales of Assets	$782,975	75.9%
Other Income	$16,595	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$569,526	84.4%
Compensation of Officers*	$80,852	12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,039,669
Total Liabilities	$54,000
Net Assets	$7,985,669

Compensation

Key Employees and Officers	Compensation	Other
Michael C Rodrigue (Trustee)	$40,394	$0
Marc Rodrigue (Co Trustee)	$20,229	$0
Martha Rodrigue (Co Trustee)	$20,229	$0

990-PF

Filed on Oct. 16, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$698,503

Expenses

$621,639

Net Income

$76,864

Net Assets

$7,628,749

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$44	0.0%
Dividends	$251,474	36.0%
Sales of Assets	$429,747	61.5%
Other Income	$17,238	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$516,000	83.0%
Compensation of Officers*	$78,783	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,628,749
Total Liabilities	$0
Net Assets	$7,628,749

Compensation

Key Employees and Officers	Compensation	Other
Michael C Rodrigue (Trustee)	$78,783	$0

990-PF

Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$129,715

Expenses

$678,226

Net Income

-$548,511

Net Assets

$7,525,891

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$153	0.1%
Dividends	$274,532	> 100%
Sales of Assets	-$144,970
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$582,407	85.9%
Compensation of Officers*	$80,327	11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,525,891
Total Liabilities	$0
Net Assets	$7,525,891

Compensation

Key Employees and Officers	Compensation	Other
Michael C Rodrigue (Trustee)	$80,327	$0

990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$486,613

Expenses

$605,009

Net Income

-$118,396

Net Assets

$8,078,648

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,319	0.7%
Dividends	$287,846	59.2%
Sales of Assets	$195,448	40.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$498,905	82.5%
Compensation of Officers*	$82,872	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,078,648
Total Liabilities	$0
Net Assets	$8,078,648

Compensation

Key Employees and Officers	Compensation	Other
Michael C Rodrigue (Trustee)	$82,872	$0

990-PF

Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2014

Revenue

$825,489

Expenses

$528,060

Net Income

$297,429

Net Assets

$8,206,301

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$177	0.0%
Dividends	$305,392	37.0%
Sales of Assets	$519,920	63.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$414,990	78.6%
Compensation of Officers*	$79,248	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,206,301
Total Liabilities	$0
Net Assets	$8,206,301

Compensation

Key Employees and Officers	Compensation	Other
Michael C Rodrigue (Trustee)	$0	$0

990-PF

Filed on May 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2013

Revenue

$752,077

Expenses

$662,162

Net Income

$89,915

Net Assets

$7,923,037

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$178	0.0%
Dividends	$323,110	43.0%
Sales of Assets	$428,789	57.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$542,873	82.0%
Compensation of Officers*	$77,609	11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,923,038
Total Liabilities	$1
Net Assets	$7,923,037

990-PF

Filed on Jan. 31, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2012

Revenue

$362,457

Expenses

$393,084

Net Income

-$30,627

Net Assets

$7,833,122

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$620	0.2%
Dividends	$279,809	77.2%
Sales of Assets	$82,028	22.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$279,306	71.1%
Compensation of Officers*	$75,713	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,833,123
Total Liabilities	$1
Net Assets	$7,833,122

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$382,932

Expenses

$566,174

Net Income

-$183,242

Net Assets

$7,872,072

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$880	0.2%
Dividends	$309,821	80.9%
Sales of Assets	$72,205	18.9%
Other Income	$26	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$446,247	78.8%
Compensation of Officers*	$76,360	13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,872,073
Total Liabilities	$1
Net Assets	$7,872,072

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Griswold Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $512k (2025)

Expenses $562k (2025)

Total Assets $8.05M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Revenue

$512k (2025)

Expenses

$562k (2025)

Total Assets

$8.05M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002