ANN & JOHN E GRIMM III FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANN & JOHN E GRIMM III FOUNDATION INC (EIN 46-3842788)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202533189349104253
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T12:37:06-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112883699 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SABEL & OPLINGER CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 Prospect St | AddressLine1Txt |
| City | Southampton | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11968 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463842788 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN & JOHN E GRIMM III FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANN& | BusinessNameControlTxt |
| Phone | 6312832370 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 97 COOPERS FARM ROAD UNIT 10 | AddressLine1Txt |
| City | SOUTHAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11968 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN R GRIMM | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET WERNERSBACH EA | PreparerPersonNm |
| PTIN | P00007950 | PTIN |
| Phone | 6312832370 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,174,553 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $454,254 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22,066 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,066 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,884 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,884 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $233,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $473,140 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $233,341 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $734,545 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $280,291 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,750 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $5,972 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,665 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $307 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,472 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,415 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,057 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,944 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,944 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,416 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,415 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,001 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $624,129 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $271,876 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $157,032 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $365,082 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $365,082 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $248,327 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $472,503 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $475,448 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $369,199 | CorporateStockBOYAmt |
| Corporate Stock EOY | $106,130 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $372,568 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $526,281 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $873,010 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $961,455 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,300,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,816,725 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,174,553 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,300,839 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,816,725 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,300,839 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,816,725 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,300,839 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,816,725 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,300,839 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $624,129 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,924,968 | SubtotalAmt |
| Other Decreases | $108,243 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,816,725 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES CAP GAIN DIST | $11,830 | $11,830 | $11,830 | |
| PUBLICLY TRADED SECURITIES | $461,310 | $221,511 | $221,511 | $239,799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $233,341 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,779 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,779 | SubtotalAmt |
| Tax Based On Investment Income | $3,779 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $3,390 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SABEL & OPLINGER CPA PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6312832370 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 PROSPECT STREET | AddressLine1Txt |
| City | SOUTHAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11968 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ANN R GRIMM | ||||||
| 97 COOPERS FARM RD UNIT 10 | SOUTHAMPTON | NY | 11968 | President | 10.00 | $0 |
| THOMAS E OPLINGER | ||||||
| 106 PROSPECT STREET | SOUTHAMPTON | NY | 11968 | Treasurer | 1.00 | $0 |
| KERIN REA GUIDERA | ||||||
| 21 SOUTH MAIN STREET | SOUTHAMPTON | NY | 11968 | Secretary | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,705,316 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $103,519 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,808,835 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,808,835 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,133 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,781,702 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,085 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,085 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,779 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,779 | TotalTaxAmt |
| Distributable Before Adj | $85,306 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $85,306 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $85,306 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,001 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $102,001 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,306 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $86,716 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $84,754 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $177,723 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,067 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,593 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $444,853 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,001 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $85,306 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,695 | RemainingDistriFromCorpusAmt |
| Total Corpus | $461,548 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $86,716 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $374,832 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $84,754 | ExcessFromYear4Amt |
| Excess From Year3 | $177,723 | ExcessFromYear3Amt |
| Excess From Year2 | $52,067 | ExcessFromYear2Amt |
| Excess From Year1 | $43,593 | ExcessFromYear1Amt |
| Excess From Current Year | $16,695 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANN R GRIMM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MADISON SQUARE BOYS GIRLS CLUB | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE FLOOR 2 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT THE MISSION TO SAVE AND ENHANCE THE LIVES OF NEW YORK CITY BOYS AND GIRLS WHO BY REASON OF ECONOMIC OR SOCIAL FACTS ARE MOST NEED OF ITS SERVICES. | GrantOrContributionPurposeTxt |
| Amt | $98,944 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,944 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $22,066 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $24,884 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $233,341 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $280,291 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $280,291 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ANN GRIMM | |||||||
| 1 | 97 COOPERS FARM ROAD UNIT 10 | SOUTHAMPTON | NY | 11968 | $5,500 | Yes (X) | |
| ANN GRIMM | |||||||
| 2 | 97 COOPERS FARM ROAD UNIT 10 | SOUTHAMPTON | NY | 11968 | $350,000 | Yes (X) | |
| ANN GRIMM | |||||||
| 3 | 97 COOPERS FARM ROAD UNIT 10 | SOUTHAMPTON | NY | 11968 | $98,754 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | 225 SHARES OF MICROSOFT CORPORATION | NoncashPropertyDesc |
| Fair Market Value | $98,754 | FairMarketValueAmt |
| Received | 2024-12-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $5,500 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY SERIES B NEW | $1,998 | $40,795 |
| BRISTOL MYERS SQUIBB CO | ||
| EXXON MOBIL CORP | ||
| ABBOTT LABORATORIES | ||
| ABBVIE INC | ||
| COLGATE-PALMOLIVE CO | $69,936 | $108,183 |
| JOHNSON & JOHNSON | ||
| MEDTRONIC PLC | ||
| MERCK & CO INC | ||
| ORGANON & CO | ||
| TEVA PHARMACEUTICAL IN F | ||
| UNITEDHEALTH GRP INC | $34,196 | $223,590 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $472,503 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $475,448 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RUSSELL INVT EMERGING MARKETS FUNDS CL S | AT COST | ||
| RUSSELL INVT US SMALL CAP EQUITY INV CL | AT COST | ||
| RUSSELL INVT INTL DEVELOPED MARKETS FUND | AT COST | ||
| RUSSELL INVT CO US STRATEGIC EQUITY FUND | AT COST | ||
| SCHWAB TREASURY OBLIG (SNOXX) | AT COST | ||
| CIBC ATLAS EQUITY INCOME | AT COST | $84,655 | $97,356 |
| CIBC ATLAS INTERNATIONAL | AT COST | $259,780 | $270,079 |
| CIBC ATLAS MID CAP EQUITY | AT COST | $177,358 | $185,966 |
| VANGUARD MID CAP ETF | AT COST | $159,144 | $195,985 |
| VANGUARD SMALL CAP ETF | AT COST | $51,836 | $64,876 |
| INVSC SP 500 | AT COST | $140,237 | $147,193 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $5,665 | $5,665 | |
| FILING FEES - CHAR 500 | $275 | $275 | |
| OTHER | $32 | $32 |
Comments