GRIMES FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GRIMES FAMILY FOUNDATION (EIN 36-7166131)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-24
- IRS object ID
- 202212979349100751
- Schema version
- 2021v4.2
- Note
- A later return for the same period supersedes this one.
- 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
- Investments Corp Stock Schedule
- Loans From Officers Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-24T03:12:03-00:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200237635 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Law Office of Mary Pat Flaherty | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Hillgrove Ave Ste 220 | AddressLine1Txt |
| City | Western Springs | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367166131 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIMES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRIM | BusinessNameControlTxt |
| Phone | 7085791178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 607 N PARK ROAD | AddressLine1Txt |
| City | LA GRANGE PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60526 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David N Grimes | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7085791178 | PhoneNum |
| Signature | 2022-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | David | PersonFirstNm |
| Person Last | Grimes | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mary Pat Flaherty | PreparerPersonNm |
| PTIN | P00639567 | PTIN |
| Phone | 7087843300 | PhoneNum |
| Preparation | 2022-10-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,221,861 | 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 | $738,853 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $24,396 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,396 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,768 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $278,447 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $134,933 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $887,017 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $159,329 | TotalNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $33,916 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,916 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $33,916 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,916 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,666 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,916 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $774,351 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,413 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $572,527 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $749,695 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $749,695 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,362,016 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,350,422 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,350,422 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $124,177 | OtherAssetsBOYAmt |
| Other Assets EOY | $121,744 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $121,744 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,058,720 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,221,861 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,221,861 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $10,800 | LoansFromOfficersEOYAmt |
| Total Liabilities EOY | $10,800 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,058,720 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,221,861 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,058,720 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,221,861 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,058,720 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,221,861 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,058,720 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $774,351 | ExcessRevenueOverExpensesAmt |
| Other Increases | $388,790 | OtherIncreasesAmt |
| Subtotal | $4,221,861 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,221,861 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 25 shares Adobe | 2020-10-11 | 2021-07-13 | $15,145 | $12,556 | $2,589 | $2,589 |
| 225 shares Dolby Laboratories | 2018-08-27 | 2021-11-15 | $19,859 | $16,150 | $3,709 | $3,709 |
| 250 shares Fortive Corp | 2017-06-20 | 2021-02-17 | $16,768 | $13,923 | $2,845 | $2,845 |
| 100 shares Fortive Corp | 2017-07-26 | 2021-02-17 | $6,707 | $5,399 | $1,308 | $1,308 |
| 50 shares Idexx Laboratories | 2013-05-10 | 2021-08-11 | $33,498 | $2,180 | $31,318 | $31,318 |
| 100 shares Microsoft | 2020-10-11 | 2021-12-03 | $32,641 | $21,694 | $10,947 | $10,947 |
| 90 shares Microsoft | 2020-10-11 | 2021-12-03 | $29,377 | $19,525 | $9,852 | $9,852 |
| 33 shares Microsoft | 2020-10-11 | 2021-12-03 | $10,771 | $7,159 | $3,612 | $3,612 |
| 60 shares Salesforce.com | 2021-04-16 | 2021-05-18 | $12,973 | $13,917 | -$944 | -$944 |
| 75 shares Veeva Systems | 2020-10-11 | 2021-07-12 | $23,992 | $22,440 | $1,552 | $1,552 |
| 200 shares Veeva Systems | 2017-03-03 | 2021-12-16 | $50,805 | $9,291 | $41,514 | $41,514 |
| 77 shares Veeva Systems | 2017-03-03 | 2021-12-16 | $19,560 | $3,577 | $15,983 | $15,983 |
| 25 shares Veeva Systems | 2021-04-16 | 2021-12-16 | $6,351 | $6,868 | -$517 | -$517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $134,933 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,680 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,743 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,743 | SubtotalAmt |
| Tax Based On Investment Income | $1,743 | TaxBasedOnInvestmentIncomeAmt |
| Es Penalty | $32 | EsPenaltyAmt |
| Tax Due | $1,775 | TaxDueAmt |
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 | IL | 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 |
| Individual With Books | DAVID N GRIMES | IndividualWithBooksNm |
| Phone | 7085791178 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 607 N PARK ROAD | AddressLine1Txt |
| City | LA GRANGE PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60526 | 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 |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| David N Grimes | ||||||
| 607 N Park Rd | La Grange Park | IL | 60526 | Director/ Pres. | 001.00 | $0 |
| Jeffrey S Grimes | ||||||
| 5902 Timber Trails Blvd | Western Springs | IL | 60558 | Director/ Treas. | 001.00 | $0 |
| Mark S Grimes | ||||||
| 4727 Franklin Ave | Western Springs | IL | 60558 | Director | 001.00 | $0 |
| Brian D Grimes | ||||||
| 536 Jefferson St | Hinsdale | IL | 60521 | Director | 001.00 | $0 |
| Stephen P Grimes | ||||||
| 3937 Franklin Ave | Western Springs | IL | 60558 | Director | 001.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Distributions to public charities. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,127,995 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $595,188 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,723,183 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,723,183 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,848 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,667,335 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $183,367 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $183,367 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,743 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,743 | TotalTaxAmt |
| Distributable Before Adj | $181,624 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $181,624 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $181,624 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $78,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $181,624 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $77,370 | UndistributedIncomePYAmt |
| Qualifying Distributions | $78,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $77,370 | AppliedToYear1Amt |
| Applied To Current Year | $1,380 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $180,244 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | David N Grimes | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Ohio State University Women's Gymnastics | |||||||
| 2400 Olentangy River Rd | Columbus | OH | 43210 | None | PC | General | $1,000 |
| Benet Academy | |||||||
| 2200 Maple Ave | Lisle | IL | 60532 | None | PC | Library | $4,000 |
| St Francis Xavier Parish | |||||||
| 124 N Spring Ave | La Grange | IL | 60525 | None | PC | General | $22,750 |
| Evans Scholars Foundation | |||||||
| 2501 Patriot Blvd | Glenview | IL | 60026 | none | PC | General | $2,500 |
| Daniel Murphy Scholarship | |||||||
| 309 W Washington St Ste 700 | Chicago | IL | 60606 | None | PC | General | $1,000 |
| Yorkshire Terrier National Rescue | |||||||
| 10656 Lewis Rd | Shapmansboro | TN | 37035 | None | PC | General | $750 |
| Pillars Community Health | |||||||
| 333 N La Grange Rd | La Grange Park | IL | 60526 | None | PC | General | $250 |
| Vocel | |||||||
| 5317 W Chicago Ave | Chicago | IL | 60651 | None | PC | General | $250 |
| Ironwood Country Club Employee Scholarship Fund | |||||||
| 73735 Irontree Drive | Palm Desert | CA | 92260 | None | PC | General | $250 |
| Sts Peter and Paul School | |||||||
| 201 E Franklin Ave | Naperville | IL | 60540 | None | PC | General | $15,000 |
| Legacy Guild | |||||||
| 72 S La Grange Rd Ste 9 | La Grange | IL | 60525 | None | PC | General | $11,000 |
| Benet Academy | |||||||
| 2200 Maple Ave | Lisle | IL | 60532 | None | PC | General | $16,000 |
| The Ohio State University | |||||||
| 14 E 15th Ave | Columbus | OH | 43201 | None | PC | General | $2,000 |
| Give Me a Chance Foundation | |||||||
| 1717 N Naper Blvc | Naperville | IL | 60563 | None | PC | General | $1,000 |
| Mercyhurst University | |||||||
| 501 E 38th St | Erie | PA | 16546 | None | PC | General | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $24,396 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $123,768 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $148,164 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $148,164 | 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 |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Carol N Grimes Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 607 N Park Rd | AddressLine1Txt |
| City | La Grange Park | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60526 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $738,853 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (21 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 45 shares Adobe Systems Inc | $23,629 | 2021-04-16 |
| 1 | 10 shares Amazon | $33,994 | 2021-04-16 |
| 1 | 40 shares Carmax | $5,199 | 2021-04-16 |
| 1 | 125 shares Danaher Corp | $30,383 | 2021-04-16 |
| 1 | 75 shares Ecolab | $16,736 | 2021-04-16 |
| 1 | 50 shares Home Depot | $16,404 | 2021-04-16 |
| 1 | 40 shares Mastercard | $15,447 | 2021-04-16 |
| 1 | 150 shares McCormick Co | $13,319 | 2021-04-16 |
| 1 | 90 shares Microsoft | $23,467 | 2021-04-16 |
| 1 | 2,396 shares Pinnacle West Capital Corp. | $203,420 | 2021-04-16 |
| 1 | 60 shares Salesforce.com Inc. | $13,915 | 2021-04-16 |
| 1 | 150 shares Starbucks | $17,751 | 2021-04-16 |
| 1 | 90 shares Union Pacific Corp. | $20,044 | 2021-04-16 |
| 1 | 100 shares Veeva Systems | $27,307 | 2021-04-16 |
| 1 | 170 shares Zoetis Inc | $28,497 | 2021-04-16 |
| 1 | 80 shares Adobe Systems | $39,662 | 2021-06-02 |
| 1 | 225 shares Danaher Corp | $54,452 | 2021-06-02 |
| 1 | 100 shares Home Depot | $31,323 | 2021-06-02 |
| 1 | 160 shares Microsoft | $39,568 | 2021-06-02 |
| 1 | 160 shares Union Pacific | $35,912 | 2021-06-02 |
| 1 | 280 shares Zoetis | $48,426 | 2021-06-02 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 450 shares of Accenture | $186,548 | $186,548 |
| 133 shares of Adobe | $75,419 | $75,419 |
| 948 shares of Ametek | $139,394 | $139,394 |
| 792 shares of Apple | $140,635 | $140,635 |
| 750 shares of Copart | $113,715 | $113,715 |
| 100 shares of Costco | $56,770 | $56,770 |
| 347 shares of Danaher | $114,166 | $114,166 |
| 250 shares of Ecolab | $58,648 | $58,648 |
| 800 shares of Guidewire Software | $90,824 | $90,824 |
| 175 shares of IDEXX Laboratories | $82,308 | $82,308 |
| 875 shares of Intercontinental Exchange | $119,674 | $119,674 |
| 200 shares of JP Morgan Chase | $31,670 | $31,670 |
| 295 shares of Mastercard | $105,999 | $105,999 |
| 300 shares of McCormick Co. | $28,983 | $28,983 |
| 573 shares of Microsoft | $192,711 | $192,711 |
| 700 shares of Paypal | $132,006 | $132,006 |
| 1500 shares of Pure Storage | $48,825 | $48,825 |
| 300 shares of Starbucks | $35,091 | $35,091 |
| 400 shares of Stryker | $106,968 | $106,968 |
| 250 shares of Union Pacific | $62,982 | $62,982 |
| 630 shares of Verisk Analytics | $144,100 | $144,100 |
| 600 shares of Visa | $130,026 | $130,026 |
| 225 shares of Workday | $61,466 | $61,466 |
| 395 shares of Zoetis | $96,392 | $96,392 |
| 15 shares of Amazon | $50,015 | $50,015 |
| 150 shares of Cintas | $66,476 | $66,476 |
| 150 shares of Docusign | $22,847 | $22,847 |
| 400 shares of Trex | $54,012 | $54,012 |
| 450 shares of Nike | $75,002 | $75,002 |
| 100 shares of Adobe | $56,706 | $56,706 |
| 10 shares of Amazon | $33,344 | $33,344 |
| 340 shares of Carmax | $44,278 | $44,278 |
| 350 shares of Danaher | $115,154 | $115,154 |
| 75 shares of Ecolab | $17,594 | $17,594 |
| 150 shares of Home Depot | $62,252 | $62,252 |
| 40 shares of Mastercard | $14,373 | $14,373 |
| 150 shares of McCormick Co. | $14,492 | $14,492 |
| 27 shares of Microsoft | $9,081 | $9,081 |
| 2396 shares of Pinnacle West Capital Corp | $169,134 | $169,134 |
| 150 shares of Starbucks | $17,546 | $17,546 |
| 250 shares of Union Pacific | $62,983 | $62,983 |
| 450 shares of Zoetis | $109,813 | $109,813 |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lender Person | David N Grimes | LenderPersonNm |
| Title | President | TitleTxt |
| Loan Original | $10,800 | LoanOriginalAmt |
| Balance Due | $10,800 | BalanceDueAmt |
| Note | 2021-04 | NoteDt |
| Loan Maturity | 2022-07 | LoanMaturityDt |
| Repayment Terms | Lump Sum | RepaymentTermsTxt |
| Security Provided Borrower | None | SecurityProvidedBorrowerTxt |
| Loan Purpose | Cash for distributions | LoanPurposeTxt |
| Lender Consideration | Cash | LenderConsiderationDesc |
| Consideration FMV | $10,800 | ConsiderationFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1344.086 shares William Blair Small Mid Cap Growth Fund | $47,218 | $46,667 | $46,667 |
| 1940.97 shares William Blair International Growth Fund I | $76,959 | $75,077 | $75,077 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment advisory fees | Desc |
| Revenue And Expenses Per Books | $33,916 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $33,916 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized capital gain | Desc |
| Amt | $388,790 | Amt |