GRIMES FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GRIMES FAMILY FOUNDATION (EIN 36-7166131)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-16
- IRS object ID
- 201831369349100703
- Schema version
- 2017v2.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-16T06:34:45-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364045513 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anthony J Madonia & AssocLTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 S River Road Suite 115 | AddressLine1Txt |
| City | Des Plaines | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | LAGRANGE | 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 & CEO | PersonTitleTxt |
| Signature | 2018-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Anthony J Madonia | PreparerPersonNm |
| PTIN | P01462362 | PTIN |
| Phone | 3125789300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $975,239 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,993 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,993 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,993 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,829 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $366,113 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,829 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,539 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $96,822 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,822 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,532 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,500 | AccountingFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $9,189 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,189 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $9,189 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,689 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,689 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $10,689 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,689 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,689 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $10,689 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $43,133 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,133 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,843 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,815 | CashBOYAmt |
| Cash EOY | $27,512 | CashEOYAmt |
| Cash EOYFMV | $27,512 | CashEOYFMVAmt |
| Corporate Stock BOY | $443,715 | CorporateStockBOYAmt |
| Corporate Stock EOY | $480,151 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $720,679 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $170,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $205,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $227,048 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $669,530 | TotalAssetsBOYAmt |
| Total Assets EOY | $712,663 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $975,239 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $669,530 | RetainedEarningBOYAmt |
| Retained Earning EOY | $712,663 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $669,530 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $712,663 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $669,530 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $712,663 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $669,530 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $43,133 | ExcessRevenueOverExpensesAmt |
| Subtotal | $712,663 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $712,663 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 EXPRESS SCRIPTS HOLDING CO | P | 2001-06-22 | 2017-01-05 | $14,094 | $6,171 | $7,923 | $7,923 |
| 200 VF CORP | P | 2013-04-16 | 2017-01-05 | $10,583 | $8,489 | $2,094 | $2,094 |
| 200 ROCKWELL COLLINS INC | P | 2015-05-21 | 2017-01-06 | $18,566 | $19,704 | -$1,138 | -$1,138 |
| 200 MEDNAX INC | P | 2014-10-14 | 2017-01-06 | $13,650 | $10,507 | $3,143 | $3,143 |
| 200 STERICYCLE INC | P | 2012-10-19 | 2017-01-23 | $15,932 | $18,433 | -$2,501 | -$2,501 |
| 300 CERNER CORP | P | 2015-05-21 | 2017-01-31 | $15,985 | $20,446 | -$4,461 | -$4,461 |
| 150 APPLE INC | P | 2011-06-02 | 2017-05-10 | $22,933 | $7,421 | $15,512 | $15,512 |
| 300 FASTENAL | P | 2012-10-19 | 2017-05-17 | $12,670 | $13,620 | -$950 | -$950 |
| 300 BRISTOL-MYERS QUIBB | P | 2014-10-14 | 2017-06-05 | $15,661 | $14,838 | $823 | $823 |
| 50 APPLE INC | P | 2011-06-02 | 2017-07-13 | $7,340 | $2,474 | $4,866 | $4,866 |
| 200 WALGREENS BOOTS ALLIANCE | P | 1999-11-05 | 2017-07-13 | $15,588 | $5,152 | $10,436 | $10,436 |
| 1920.123 WILLIAM BLAIR MACRO ALLOC | P | 2015-05-21 | 2017-07-13 | $22,734 | $25,000 | -$2,266 | -$2,266 |
| 1651.191 WILLIAM BLAIR INTL GROWTH | P | 2013-02-15 | 2017-07-26 | $48,149 | $40,000 | $8,149 | $8,149 |
| 150 SCHLUMBERGER LTD | P | 2004-12-23 | 2017-07-26 | $10,190 | $7,195 | $2,995 | $2,995 |
| 150 HOME DEPOT INC | P | 2016-08-23 | 2017-07-26 | $21,989 | $20,366 | $1,623 | $1,623 |
| 100 COSTCO WHOLESALE | P | 2013-04-16 | 2017-07-26 | $15,180 | $10,574 | $4,606 | $4,606 |
| 362 DENTSPLY SIRONA INC. | P | 2013-05-10 | 2017-09-08 | $21,199 | $14,096 | $7,103 | $7,103 |
| 300 EQUIFAX INC | P | 2013-06-26 | 2017-10-06 | $33,435 | $19,007 | $14,428 | $14,428 |
| 200 J2 GLOBAL INC | P | 2017-07-26 | 2017-11-02 | $14,437 | $17,167 | -$2,730 | -$2,730 |
| 75 APPLE INC | P | 2009-07-20 | 2017-11-09 | $13,152 | $1,624 | $11,528 | $11,528 |
| BERWYN INCOME FUND | P | 2017-01-01 | 2017-12-28 | $801 | $801 | $801 | |
| WILLIAM BLAIR EM S/C GR-1 | P | 2017-01-01 | 2017-12-14 | $92 | $92 | $92 | |
| WILLIAM BLAIR SM-MID CAP G-1 | P | 2017-01-01 | 2017-12-14 | $1,753 | $1,753 | $1,753 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,829 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,539 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,802 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $31,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $917,187 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03462 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,700 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $834,403 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04398 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $739,210 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04194 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,943 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $624,153 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04797 | DistributionYr5Rt |
| Total Distribution | 0.168512 | TotalDistributionRt |
| Average Distribution | 0.033702 | AverageDistributionRt |
| Net Investment Income Pct | $861 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $861 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $861 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $861 | SubtotalAmt |
| Tax Based On Investment Income | $861 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $866 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | DAVID N GRIMES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 ROAD | LAGRANGE PARK | IL | 60526 | Director/Pres. | 1.00 | $0 |
| CAROL N GRIMES | ||||||
| 607 N PARK ROAD | LAGRANGE PARK | IL | 60526 | Director/Sec. | 1.00 | $0 |
| JEFEREY S GRIMES | ||||||
| 5902 TIMBER TRAILS BLVD | WESTERN SPRINGS | IL | 60558 | Director/Treas. | 1.00 | $0 |
| MARK S GRIMES | ||||||
| 4727 FRANKLIN AVE | WESTERN SPRINGS | IL | 60558 | Director | 1.00 | $0 |
| BRIAN D GRIMES | ||||||
| 536 JEFFERSON STREET | HINSDALE | IL | 60521 | Director | 1.00 | $0 |
| STEPHEN P GRIMES | ||||||
| 3937 FRANKLIN AVE | WESTERN SPRINGS | IL | 60558 | Director | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $861 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $861 | TotalTaxAmt |
| Distributable Before Adj | $861 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $861 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $43,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $861 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,139 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $702 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $702 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $43,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $43,702 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $43,702 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $702 | ExcessFromYear1Amt |
| Excess From Current Year | $43,000 | ExcessFromCurrentYearAmt |
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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BENET ACADEMY | |||||||
| 2200 MAPLE AVE | LESLE | IL | 60532 | N/A | CHARITY | GENERAL PURPOSE | $8,250 |
| PILLARS | |||||||
| 333 N LAGRANGE RD | LAGRANGE PARK | IL | 60526 | N/A | CHARITY | GENERAL PURPOSE | $250 |
| MERCHYHURST UNIVERSITY | |||||||
| 501 E 38TH ST | ERIE | PA | 16546 | N/A | CHARITY | GENERAL PURPOSE | $1,500 |
| ST PETER AND PAUL CATHOLIC SCHOOL | |||||||
| 201 E FRANKLIN AVE | NAPERVILLE | IL | 60540 | N/A | CHARITY | GENERAL PURPOSE | $15,000 |
| THE YORKSHIRE TERRIER | |||||||
| 1065 LEWIS RD | SHAPMANSBORO | TN | 37035 | N/A | CHARITY | GENERAL PURPOSE | $750 |
| ST FRANCIS XAVIER | |||||||
| 124 N SPRING AVE | LAGRANGE PARK | IL | 60525 | N/A | CHARITY | GENERAL PURPOSE | $10,000 |
| Beds Plus | |||||||
| PO Box 2035 | LaGrange | IL | 60525 | CHARITY | GENERAL PURPOSE | $500 | |
| Fox Valley Older Adult Services | |||||||
| 1406 Suydam Raod | Sandwich | IL | 60548 | CHARITY | GENERAL PURPOSE | $1,500 | |
| THE LEGACY GUILD | |||||||
| 72 S LA GRANGE RD STE 9 | LA GRANGE | IL | 60525 | N/A | CHARITY | GENERAL PURPOSES | $1,000 |
| EVANS SCHOLARS | |||||||
| ONE BRIAR ROAD | GOLF | IL | 60029 | CHARITABL | GENERAL PURPOSES | $2,500 | |
| SFX MUSIC MINISTRY | |||||||
| 124 N SPRING AVENUE | LA GRANGE | IL | 60525 | N/A | CHARITABL | GENERAL PURPOSES | $1,000 |
| LEGAL AID OF CHICAGO | |||||||
| 120 S LASALLE ST 900 | CHICAGO | IL | 60603 | N/A | CHARITABL | GENERAL PURPOSES | $250 |
| COVENANT HOUSE OF NY | |||||||
| 460 W 41ST | NEW YORK | NY | 10036 | N/A | CHARITABL | GENERAL PURPOSES | $250 |
| VOCEL | |||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | N/A | CHARITABL | GENERAL PURPOSES | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,993 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $83,829 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,993 | ExclusionAmt |
| Related Or Exempt Function Incm | $83,829 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,822 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation Fee | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,500 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ADVISORY FEE | $9,174 | $9,174 | $9,174 |
| IL SEC FEE | $15 | $15 | $15 |