2025-11-17T21:00:04-06:00 2024-12-31 421539623 KMH LLP 1003 BISHOP STREET SUITE 2400 HONOLULU HI 96813 990PF 2024-01-01 990281966 THE GROMET FOUNDATION GROM 8083841456 40 E MAIN STREET 754 NEWARK DE 19711 JAMES STUBENBERG EXECUTIVE DIRECTOR 8084978701 2025-11-17 1 1 DANIELLE A HARANO P01258470 8085262255 2025-11-10 2024 2025-03-06 01:10:19Z X 10922272 X X 28223 28223 28223 113701 113701 113701 212106 212106 167906 434866 3576869 434866 55148 788896 576790 409178 237342 9979 23734 213608 129600 12960 12960 116640 31727 3173 3173 28554 44680 44680 44680 0 79123 3118 11618 25005 194 0 0 209 21 21 188 9324 0 9324 0 131638 59878 59878 71738 663837 133809 165388 455733 109956 109956 773793 133809 165388 565689 15103 442981 243790 12247 3345 3345 45995 41523 41523 6294 6294 6294 6294 524 524 524 1175121 1232063 1254631 2417482 2498603 4715350 1716545 1576511 1722690 14765 14645 0 120 120 -1256610 -1223410 3177795 4117598 4135573 10922272 0 0 X 0 0 0 0 4117598 4135573 4117598 4135573 4117598 4135573 4117598 15103 3590 4136291 718 4135573 ISHARES TR IS 1-5 YR IN GR CR BD ETF P 2018-02-13 2024-07-12 37954 38295 -341 -341 ADOBE INC P 2019-01-10 2024-06-13 42284 21847 20437 20437 ALPHABET INC C P 2015-06-04 2024-02-01 10030 1883 8147 8147 ALPHABET INC C P 2023-03-30 2024-07-10 19236 10117 9119 9119 ALPHABET INC C P 2015-06-04 2024-04-01 35912 6188 29724 29724 AMERICAN EXPRESS P 2022-06-30 2024-01-22 25000 24992 8 8 AON PLC P 2017-03-16 2024-01-16 37347 14896 22451 22451 APPLE INC P 2023-06-23 2024-10-01 10146 8433 1713 1713 ISHARES TR IS 1-5 YR IN GR CR BD ETF P 2020-07-02 2024-05-10 15294 16415 -1121 -1121 BLACKSTONE INC P 2023-03-30 2024-10-23 41612 20758 20854 20854 BERKSHIRE HATHAWAY B P 2022-01-13 2024-02-01 10318 8705 1613 1613 ADOBE INC P 2019-04-16 2024-06-13 909 546 363 363 CHENIERE ENERGY INC P 2016-02-09 2024-07-10 6094 861 5233 5233 CHENIERE ENERGY INC P 2017-04-17 2024-07-10 8706 2324 6382 6382 CHEVRON CORP NEW P 2023-02-14 2024-10-24 39594 45615 -6021 -6021 HOME DEPOT INC P 2022-02-10 2024-02-01 10268 10485 -217 -217 HYDRO-QUCCBZBEC P 2006-09-12 2024-10-16 83607 98987 -15380 -15380 BLACKSTONE INC P 2019-07-09 2024-10-23 16645 3924 12721 12721 APPLE INC P 2023-06-23 2024-05-01 15046 16492 -1446 -1446 FHLB P 2023-10-11 2024-07-26 25000 25022 -22 -22 PEPSICO INC P 2023-06-22 2024-04-08 43386 47910 -4524 -4524 SPDR PORTFOLIO S&P 600 SMALL CAP ETF P 2023-06-22 2024-01-16 36839 34595 2244 2244 CHENIERE ENERGY INC P 2016-02-09 2024-11-29 33565 3688 29877 29877 ISHARES CORE US BOND ETF P 2024-10-23 2024-12-02 9889 9861 28 28 ISHARES MSCI USA QLTY FACT ETF P 2023-07-20 2024-08-26 32081 25047 7034 7034 ISHARES TR IS 1-5 YR IN GR CR BD ETF P 2020-07-02 2024-07-12 23928 25388 -1460 -1460 JPMORGAN ULTRA SHORT ETF P 2020-02-12 2024-07-10 8814 8843 -29 -29 LOCKHEED MARTIN CORP P 2022-04-22 2024-09-04 3438 2678 760 760 LOCKHEED MARTIN CORP P 2022-04-22 2024-07-26 48278 41065 7213 7213 LORD ABBETT SHORT DURATION INCOME I P 2009-05-18 2024-06-20 15000 16962 -1962 -1962 LPL FINL HLDGS INC P 2016-02-09 2024-11-29 16322 1011 15311 15311 LPL FINL HLDGS INC P 2016-02-19 2024-07-10 16349 1214 15135 15135 MASTERCARD INC A P 2013-04-17 2024-10-01 10451 1107 9344 9344 MCDONALDS CORP P 2015-08-27 2024-05-21 65908 23663 42245 42245 MCDONALDS CORP P 2015-08-27 2024-01-16 50908 16737 34171 34171 META PLATFORMS INC A P 2019-04-16 2024-08-01 23865 8625 15240 15240 WILLIAMS COS INC P 2022-04-11 2024-01-16 24470 24051 419 419 META PLATFORMS INC A P 2019-04-16 2024-05-01 20136 8266 11870 11870 MICROSOFT CORP P 2018-11-12 2024-02-01 14939 3983 10956 10956 MICROSOFT CORP P 2018-11-12 2024-10-01 10161 2583 7578 7578 MICROSOFT CORP P 2022-10-25 2024-07-10 13922 7485 6437 6437 NESTLE S A ADR P 2019-02-08 2024-04-08 54701 45743 8958 8958 NVR INC P 2023-03-20 2024-09-04 9125 5512 3613 3613 NVR INC P 2023-03-20 2024-09-17 18823 11023 7800 7800 SALESFORCE INC P 2019-01-10 2024-06-13 35031 21964 13067 13067 SALESFORCE INC P 2019-04-16 2024-06-13 32247 22231 10016 10016 UNION PAC CORP P 2021-09-02 2024-12-17 53226 50337 2889 2889 WILLIAMS COS INC P 2022-06-22 2024-01-16 25232 22136 3096 3096 META PLATFORMS INC A P 2018-12-14 2024-08-01 994 291 703 703 ABBORT LABS P 2024-04-08 2024-08-12 40087 41110 -1023 -1023 US TREASURY BILL P 2023-08-15 2024-02-15 1130000 1099865 30135 30135 US TREASURY BILL P 2024-02-15 2024-08-15 1160000 1130244 29756 29756 CAPITAL GAINS DIVIDENDS P 3752 3752 3752 434866 55148 6157 0 6157 0 6157 4566 0 6000 0 10566 0 4409 4409 0 0 0 0 0 0 0 0 0 1 1 0 1 1 DE 1 1 0 0 0 1 WWW.GROMETFOUNDATION.ORG SUNG STUBENBERG 8083841456 40 E MAIN STREET SUITE 754 NEWARK DE 19711 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 JAMES A STUBENBERG 40 E MAIN STREET SUITE 754 NEWARK DE 19711 EXECUTIVE DIR/PRESIDENT/SEC/DIR 30.00 137550 0 0 SUNG S STUBENBERG 40 E MAIN STREET SUITE 754 NEWARK DE 19711 CHIEF FINANCIAL OFFICER 30.00 99792 0 0 NONE 0 NONE 0 THERE ARE A TOTAL OF FORTY-FIVE (45) SCHOLARS IN THE PROGRAM. SCHOLARSHIP DISBURSEMENTS WERE MADE TO THE UNIVERSITIES OF TWENTY-SIX (26) SCHOLARS FOR UNMET ACADEMIC NEEDS IN THE AMOUNT OF $109,956. THE REMAINING SCHOLARS RECEIVE SERVICES DESIGNED TO ELIMINATE STUDENT DEBT. 109956 IN ADDITION TO GRANTS FOR UNMET NEED FOR THE COST OF COLLEGE ATTENDANCE, THE FOUNDATION PROVIDES, AT ITS COST, THE FOLLOWING ADDITIONAL PROGRAMS: 1) ACADEMIC FINANCIAL AID COUNSELING WITH ANNUAL REVIEWS, 2) DECISION MAKING TOOLS TO ASSIST SCHOLARS IN COLLEGE SELECTION, 3) ACADEMIC MENTORING AND INTERVENTION SERVICES, 4) REFERRAL TO AFFILIATED PROVIDERS FOR ADDITIONAL FINANCIAL AID, 5) EMERGENCY AND CRISIS RESPONSE FUNDS, 6) FUNDS FOR STUDY ABROAD PROGRAMS IN ACCORDANCE WITH THE FOUNDATION STUDENT GUIDE, 7) TUITION FOR FRESHMAN ENGLISH IN THE SUMMER PRIOR TO THE FRESHMAN YEAR, 8) ORGANIZED SOCIAL GATHERINGS OF ITS SCHOLARS TO ENCOURAGE NETWORKING AND MENTORING BY UPPER CLASSMEN, AND 9) AN ALUMNI NETWORK. 0 0 7570103 15322 3172465 10757890 0 0 10757890 161368 10596522 529826 X 565689 0 314 566003 2018-01-01 X 243790 181692 231834 237561 894877 207222 154438 197059 201927 760645 566003 551920 556154 562529 2236606 0 0 0 0 0 566003 551920 556154 562529 2236606 0 0 353217 338527 355225 395599 1442568 0 0 0 0 JAMES A STUBENBERG 40 E MAIN STREET SUITE 754 NEWARK DE 19711 8083841456 APPLICATION SHOULD INCLUDE A COMPLETED APPLICATION FORM WITH REQUIRED ATTACHMENTS INCLUDING PERSONAL STATEMENTS, TWO LETTERS OF RECOMMENDATION, HIGH SCHOOL TRANSCRIPT, AND A COPY OF YOUR PRIOR YEAR TAX RETURN. OCTOBER 25 MUST BE FINANCIALLY DISADVANTAGED (< 150% OF FEDERAL POVERTY GUIDLINES), MINIMUM GPA OF 3.5, MUST BE ENROLLED IN A 4 YEAR COLLEGE, COMMUNITY COLLEGE ENROLLMENT IS NOT ELIGIBLE. ARMOUR LISA C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 2500 BAGAOISON JYXZEL C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 1000 BALLESTEROS BETHANY C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 2500 BLASI MAYA P C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 5000 CALARA EUNICA C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 5000 CAMBE JESSICA G C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 2500 CAUDILL SKY C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 5000 GISMUNDO-HOOK ISABELLA C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 5000 GONZALES HERMARY C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 5000 GUERRERO TAYLER C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 7500 HARADA MANA C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 5000 KIM JENNA C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 5000 KRAINER LEA-EILEEN C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 2500 LE JOHNATHAN C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 10000 LE STEVEN C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 3000 LEE EUGENE C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 5000 LIANG ANSON C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 5000 LU TONY C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 1883 MERAFUENTES EMILINA C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 5000 PERPIGNAN THALIA C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 5000 POLLOCK KALEI C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 5000 QUIMOYOG-CABATBAT LILLAH C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 2000 VALERA RICHELLE C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 5000 VILORIA ALEXIS C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 5638 WONG WYLAND C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 2935 WU PELLIN C/O GROMET FOUNDATION 40 E MAIN STREET SUITE 754 NEWARK DE 19711 NO RELATIONSHIP N/A STUDENT GRANT 1000 109956 0 14 28223 14 113701 531120 167906 18 434866 167906 576790 0 744696 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 31727 3173 3173 28554 LEGAL FILES 1993-08-02 372 372 SL 7.000000000000 0 0 0 EXECUTIVE CHAIR 1993-08-02 142 142 SL 7.000000000000 0 0 0 LEXINGTON SOFA 1993-08-03 823 823 SL 7.000000000000 0 0 0 LEXINGTON CHAIR 1993-08-03 438 438 SL 7.000000000000 0 0 0 OFFICE REFRIGERATOR 1993-08-16 255 255 SL 7.000000000000 0 0 0 CHAIRS 2006-03-01 800 800 200DB 7.000000000000 0 0 0 CONFERENCE TABLE 2006-03-01 1050 1050 200DB 7.000000000000 0 0 0 DESK 2006-04-03 1369 1369 200DB 7.000000000000 0 0 0 LAPTOP 2008-03-03 1937 968 200DB 5.000000000000 0 0 0 LAPTOP 2009-10-09 1026 513 200DB 5.000000000000 0 0 0 LAPTOP 2010-11-17 920 200DB 5.000000000000 0 0 0 LAPTOP 2010-10-15 920 200DB 5.000000000000 0 0 0 COMPUTER 2011-04-01 1569 200DB 5.000000000000 0 0 0 PRINTER 2011-06-27 209 200DB 5.000000000000 0 0 0 EQUIPMENT 2019-02-18 1258 200DB 5.000000000000 0 0 42 EQUIPMENT 2019-07-17 1363 200DB 5.000000000000 0 0 159 PRINTER 2024-12-05 314 200DB 5.000000000000 194 0 5 CHARLES SCHWAB (FAIRVIEW) 775023 825418 CHARLES SCHWAB (OBERMEYER) 801488 897272 CHARLES SCHWAB (FAIRVIEW) 775010 1613933 CHARLES SCHWAB (OBERMEYER) 1467977 2531752 MORGAN STANLEY 255616 569665 1232063 1254631 0 0 LEGAL FILES 372 372 0 EXECUTIVE CHAIR 142 142 0 LEXINGTON SOFA 823 823 0 LEXINGTON CHAIR 438 438 0 OFFICE REFRIGERATOR 255 255 0 CHAIRS 800 800 0 CONFERENCE TABLE 1050 1050 0 DESK 1369 1369 0 LAPTOP 1937 1937 0 LAPTOP 1026 1026 0 LAPTOP 920 920 0 LAPTOP 920 920 0 COMPUTER 1569 1569 0 PRINTER 209 209 0 EQUIPMENT 1258 1258 0 EQUIPMENT 1363 1363 0 PRINTER 314 194 120 ORGANIZATION COST 5330 5330 5330 INVESTMENT IN TEXAS ACQUISITION PARTNERS -29951 -29951 INVESTMENT IN ARAPAHOE PLAZA III LLC -1231989 -1198789 3172465 PRIOR PERIOD ADJUSTMENTS 718 DUES & SUBSCRIPTIONS 2026 203 203 1823 INSURANCE 24770 2477 2477 22294 TELEPHONE 3905 391 391 3514 POSTAGE FEES 1054 105 105 949 NETWORK SERVICE 1360 136 136 1224 INVESTMENT FEES 41538 4154 4154 37384 SUPPLIES - MGT & GEN 2984 298 298 2686 SERVICE - WEBSITE/OTHER 1702 170 170 1532 MEMBERSHIP DUES 270 270 270 0 OTHER EXPENSES 308 31 31 278 BANK FEES 60 6 6 54 MISCELLANEOUS EXPENSE 51637 51637 51637 0 PENALTIES 24 0 0 0 NONTAXABLE DISTRIBUTIONS 3590 PAYROLL TAXES 27783 2778 2778 25005 FOREIGN TAXES 340 340 340 0 COLORADO UBI TAXES 8500 0 8500 0 FEDERAL UBI TAXES 42500 0 0 0