Civic Intelligence

Ann & John E Grimm III Foundation Inc.

990PF • Fiscal year 2021 • EIN 46-3842788

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

97 Coopers Farm Road Unit 10Southampton, NY 11968

(631) 283-0653

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

73rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

72nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2021

Net Margin

79th percentile

61%

Higher net margin than 79% of similar nonprofits.

2021 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2021

Asset Growth

92nd percentile

62%

Faster asset growth than 92% of similar nonprofits.

2021 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

60th percentile

71%

Faster revenue growth than 60% of similar nonprofits.

2021 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$810,690

Up $310,450 (+62%) from 2020

Net Assets

Up

$810,690

Up $310,450 (+62%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$526,986

Up $218,457 (+71%) from 2020

Expenses

Up

$205,823

Up $105,592 (+105%) from 2020

Net Income

Up

$321,163

Up $112,865 (+54%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2013: $199,995Liabilities 2013: $02013Assets 2014: $142,237Liabilities 2014: $0Net Assets 2014: $142,2372014Assets 2015: $73,780Liabilities 2015: $0Net Assets 2015: $73,7802015Assets 2016: $75,224Liabilities 2016: $0Net Assets 2016: $75,2242016Assets 2017: $73,040Liabilities 2017: $3,223Net Assets 2017: $69,8172017Assets 2018: $284,638Liabilities 2018: $0Net Assets 2018: $284,6382018Assets 2019: $292,317Liabilities 2019: $0Net Assets 2019: $292,3172019Assets 2020: $500,240Liabilities 2020: $0Net Assets 2020: $500,2402020Assets 2021: $810,690Liabilities 2021: $0Net Assets 2021: $810,6902021Assets 2022: $984,748Liabilities 2022: $0Net Assets 2022: $984,7482022Assets 2023: $1,300,839Liabilities 2023: $12023Assets 2024: $1,816,725Liabilities 2024: $0Net Assets 2024: $1,816,7252024

Highlighted filing

2021

Assets$810,690
Liabilities$0
Net Assets$810,690

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2013: $200,000Expenses 2013: $5Net Income 2013: $199,9952013Revenue 2014: $209,668Expenses 2014: $267,426Net Income 2014: -$57,7582014Revenue 2015: $266,213Expenses 2015: $333,302Net Income 2015: -$67,0892015Revenue 2016: $276,795Expenses 2016: $275,351Net Income 2016: $1,4442016Revenue 2017: $299,764Expenses 2017: $305,171Net Income 2017: -$5,4072017Revenue 2018: $331,834Expenses 2018: $116,776Net Income 2018: $215,0582018Revenue 2019: $105,284Expenses 2019: $101,953Net Income 2019: $3,3312019Revenue 2020: $308,529Expenses 2020: $100,231Net Income 2020: $208,2982020Revenue 2021: $526,986Expenses 2021: $205,823Net Income 2021: $321,1632021Revenue 2022: $383,992Expenses 2022: $111,620Net Income 2022: $272,3722022Revenue 2023: $641,481Expenses 2023: $111,359Net Income 2023: $530,1222023Revenue 2024: $734,545Expenses 2024: $110,416Net Income 2024: $624,1292024

Highlighted filing

2021

Revenue$526,986
Expenses$205,823
Net Income$321,163
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN R GRIMMPresidentPT$0--
THOMAS E OPLINGERTreasurer-$0--
KERIN REA GUIDERASecretary-$0--
Filing and Contact Details

Filer

Filer Name
Ann & John E Grimm Iii Foundation Inc
EIN
46-3842788
Phone
6312830653
Address
97 COOPERS FARM ROAD UNIT 10, SOUTHAMPTON, NY 11968

Signing Officer

Name
Ann R Grimm
Title
President
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Sabel & Oplinger CPA Pc
Address
106 Prospect St, Southampton, NY 11968
Preparer
Margaret Wernersbach Ea
Phone
6312832370
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SABEL & OPLINGER CPA PC
IRS990PF/StatementsRegardingActyGrp/PhoneNum06312832370
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ANN R GRIMM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0205078
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO 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.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MADISON SQUARE BOYS GIRLS CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0733 THIRD AVENUE FLOOR 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0205078
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt027355
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027355
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt084754
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt086716
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0107577
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0294329
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0267967
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0267967
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0751099
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0177723
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt084754
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt086716
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0107577
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0294329
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0205078
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0177723
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01019066
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0841343
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorNum56
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ANN GRIMM
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ANN GRIMM
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2ANN GRIMM
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3ANN GRIMM
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4ANN GRIMM
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm5ANN GRIMM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt097 COOPERS FARM ROAD UNIT 10
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt197 COOPERS FARM ROAD UNIT 10
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt297 COOPERS FARM ROAD UNIT 10
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt397 COOPERS FARM ROAD UNIT 10
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt497 COOPERS FARM ROAD UNIT 10
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt597 COOPERS FARM ROAD UNIT 10
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SOUTHAMPTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SOUTHAMPTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2SOUTHAMPTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3SOUTHAMPTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4SOUTHAMPTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm5SOUTHAMPTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd5NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011968
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd111968
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd211968
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd311968
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd411968
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd511968
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0155468
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1203838
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt252820
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt355596
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt434594
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt510748
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum13
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum24
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum35
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum46
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0203838
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt152820
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt255596
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt334594
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt410748
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0TO RECORD 2,638 SHARES OF COLGATE-PALMOLIVE
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1TO RECORD 400 SHARES OF OF ABBVIE
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2TO RECORD 400 SHARES OF ABBOT LABORATORIES
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3TO RECORD 206 SHARES OF JOHNSON & JOHNSON
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4TO RECORD 64 SHARES OF JOHNSON & JOHNSON
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-11-03
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22021-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32021-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42021-12-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0745
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0745
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN R GRIMM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANN & JOHN E GRIMM III FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ANN&
ReturnHeader/Filer/EIN0463842788
ReturnHeader/Filer/PhoneNum06312830653
ReturnHeader/Filer/USAddress/AddressLine1Txt097 COOPERS FARM ROAD UNIT 10
ReturnHeader/Filer/USAddress/CityNm0SOUTHAMPTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011968
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112883699
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SABEL & OPLINGER CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0106 Prospect St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Southampton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011968
ReturnHeader/PreparerPersonGrp/PhoneNum06312832370
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARGARET WERNERSBACH EA
ReturnHeader/ReturnTs02022-11-15T12:35:30-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANN R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRIMM
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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