Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE GRIMM FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 172
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WAYMART, PA18472
A Employer identification number

38-7194349
B Telephone number (see instructions)

(570) 488-6660
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,056,151J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 462,333
2 Check right arrow.............
3 Interest on savings and temporary cash investments 79,812 79,812 79,812
4 Dividends and interest from securities... 3,458 3,458 3,458
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 545,603 83,270 83,270
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
222      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 225 0   0
25 Contributions, gifts, grants paid....... 371,209 371,209
26 Total expenses and disbursements. Add lines 24 and 25 371,434 0   371,209
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 174,169
b Net investment income (if negative, enter -0-) 83,270
c Adjusted net income (if negative, enter -0-)... 83,270
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 8,971 29,758 29,758
2 Savings and temporary cash investments......... 231,876 342,393 342,393
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,684,000 Click to see attachment
List of Attached Documents:
// Content
1,684,000 		1,684,000
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,924,847 2,056,151 2,056,151
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 240,847 372,151
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,684,000 1,684,000
29 Total net assets or fund balances (see instructions)..... 1,924,847 2,056,151
30 Total liabilities and net assets/fund balances (see instructions). 1,924,847 2,056,151
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,924,847
2
Enter amount from Part I, line 27a .....................
2
174,169
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,099,016
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
42,865
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,056,151
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,157
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,157
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,157
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,157
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMEGAN SPAULDING Telephone no.right arrow (570) 488-6660

Located atright arrowPO BOX 172PO BOX 172WAYMARTPA ZIP+4right arrow18472
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
 
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ROBERT C GRIMM TRUSTEE
000.00 		0 0 0
PO BOX 172
WAYMART,PA18472
KARLA D GRIMM TRUSTEE
000.00 		0 0 0
PO BOX 172
WAYMART,PA18472
MEGAN SPAULDING TRUSTEE
000.00 		0 0 0
595 TORREY RD
HONESDALE,PA18431
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
0
b
Average of monthly cash balances.......................
1b
416,586
c
Fair market value of all other assets (see instructions)................
1c
1,684,000
d
Total (add lines 1a, b, and c).........................
1d
2,100,586
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
2,100,586
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
31,509
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,069,077
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
103,454
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
103,454
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,157
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,157
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
102,297
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
102,297
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
102,297
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
371,209
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
371,209
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 102,297
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 195,203
b From 2019...... 199,339
c From 2020...... 232,024
d From 2021...... 267,729
e From 2022...... 138,006
f Total of lines 3a through e ........ 1,032,301
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 371,209
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 102,297
e Remaining amount distributed out of corpus 268,912
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,301,213
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		195,203
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,106,010
10 Analysis of line 9:
a Excess from 2019.... 199,339
b Excess from 2020.... 232,024
c Excess from 2021.... 267,729
d Excess from 2022.... 138,006
e Excess from 2023.... 268,912
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ROBERT C GRIMM
PO BOX 172
WAYMART,PA18472
(570) 488-6660
bThe form in which applications should be submitted and information and materials they should include:
NAME, ADDRESS, PURPOSE.
cAny submission deadlines:
BY 12/31
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
PAT CRISPELL


1174 FERRIS AVENUE
BERWICK,PA18603 		  I SUPPORT FOR LOCAL MISSIONS 1,000
ALLEN OWENS


15411 VILLA LAGO DRIVE
TOMBALL,TX77377 		COUSIN I SUPPORT GLOBAL MISSION TRIPS 1,000
CIARA HARMON


22 FRANKLIN ST
OLD TOWN,ME04468 		  I FINANCIAL SUPPORT 500
DAWN LEPKOWSKI


21 ROCKWELL LANE
WAYMART,PA18472 		  I FINANCIAL SUPPORT - MEDICAL 1,000
DAYLA SHEARS


3034 ROUTE 26
C/O LEWIS PARKS
GLEN AUBREY,NY13777 		  I FINANCIAL SUPPORT - HOUSE FIRE 500
DENNIS BOGUSKI


695 ELK LAKE DRIVE
WAYMART,PA18472 		  I FINANCIAL SUPPORT - MEDICAL 1,000
JOSEPH ASHLEY PERRICONE


708 ADAMS POND ROAD
BEACH LAKE,PA18405 		  I FINANCIAL SUPPORT - MEDICAL 500
JT AMARIS BRESSET


31 BEECHWOOD DR
HONESDALE,PA18431 		  I FINANCIAL SUPPORT - MEDICAL 1,000
JULIE TREAT


2049 CLUBHOUSE WAY 1
BILLINGS,MT59105 		  I FINANCIAL SUPPORT - MEDICAL 2,500
KELLY HOHERCHAK


42 BELMONT ST
WAYMART,PA18472 		  I FINANCIAL SUPPORT - MEDICAL/REHAB 6,650
MARCY PODUNAJEC


22 BURRIER RD
WAYMART,PA18472 		  I FINANCIAL SUPPORT - MEDICAL 2,500
MARIA SWENDSEN


144 CARBONDALE RD
WAYMART,PA18472 		  I FINANCIAL SUPPORT - MEDICAL 1,000
RHAUN CARNEY


213 SAINT JAMES CIRCLE
HONESDALE,PA18431 		  I FINANCIAL SUPPORT - MEDICAL 2,500
SCOTT BLAINE


126 FOREST ST
HONESDALE,PA18431 		  I FINANCIAL SUPPORT 1,000
SHAWN GRACE ESSELMAN


930 CALKINS RD
C/O BILL VANDELINDE
MILANVILLE,PA18443 		  I FINANCIAL SUPPORT - HOUSE FIRE 1,000

A LOVE FOR LIFE

117 N LINCOLN AVE
NEWTOWN,PA18940 		  PC PANCREATIC CANCER RESEARCH 250

ALDENVILLE BAPTIST CHURCH

971 CREEK DRIVE
PROMPTON,PA18421 		  PC SUPPORT LOCAL CHURCH/EDUC PROGRAMS 100

ALLIED SERVICES HOSPICE

511 MORGAN HWY
SCRANTON,PA18508 		  PC FINANCIAL SUPPORT OF HOSPICE CARE 200

ALLIED SERVICES SKILLED NURSING

303 SMALLACOMBE DR
SCRANTON,PA18508 		  PC FINANCIAL SUPPORT FOR REHAB SERVICES 100

ALLY STRONG

HONESDALE NATIONAL BANK
733 MAIN ST
HONESDALE,PA18431 		  PC FINANCIAL SUPPORT FOR ALLYSON HICKS 500

AMEDISYS FOUNDATION

3854 AMERICAN WAY
SUITE A
BATON ROUGE,LA70816 		  PC FINANCIAL SUPPORT FOR HOME HEALTH 100

AMERICAN PASTORS NETWORK

PO BOX 537
ELVERSON,PA19520 		  PC SUPPORT CHURCH/CHRISTIAN TEACHINGS 5,000

ANITA THOMPSON

404 HONESDALE RD
WAYMART,PA18472 		  I FINANCIAL SUPPORT - MEDICAL 500

ANNE VIRBITSKY THOMAS BENEFIT

HONESDALE NATIONAL BANK
733 MAIN ST
HONESDALE,PA18431 		  PC FINANCIAL SUPPORT - WIFE'S DEATH 1,000

ARLENE ROBBINS SHAW SCHOLARSHIP FND

107 MILANVILLE RD
BEACH LAKE,PA18405 		  PC FINANCIAL SUPPORT - SCHOLARSHIPS 100

ASPERGERAUTISM NETWORK

85 MAIN ST SUITE 3
WATERTOWN,MA02472 		  PC FINANCIAL SUPPORT - AUTISM RESEARCH 250

ASTRAZENECA HOPE LODGE OF ACS-PHILA

110 W LAUREL AVE
CHELTENHAM,PA19012 		  PC FIN SPPRT- LODGING FOR CANCER PTS 40

BEACH LAKE FREE METHODIST CHURCH

107 MILANVILLE ROAD
BEACH LAKE,PA18405 		  PC SUPPORT CHURCH/CHRISTIAN TEACHINGS 100

BENEDICTINE SISTERS

31970 HWY P
CLYDE,MO64432 		  PC FINANCIAL SUPPORT - CHURCH TEACHINGS 100

BENEFIT 4 GIN'S TAVERN

268 PA-107
FECTORYVILLE,PA18419 		  PC FINANCIAL SUPPORT FOR COMMUNITY 500

BETHANY UNITED METHODIST CHURCH

3 COURT STREET
BETHANY,PA18431 		  PC FINANCIAL SUPPORT-CHURCH TEACHINGS 100

BETHEL WOODS

PO BOX 222
LIBERTY,NY12754 		  PC SUPPORT LOCAL ARTS, COMM PROGRAMS 1,000

BIANCA'S K-9 HAVEN

410 WASHINGTON AVENUE
JERMYN,PA18433 		  PC FINANCIAL SUPPORT-THERAPY/SUPP DOGS 1,000

CALKINS BAPTIST CHURCH

527 CALKINS ROAD
MILANVILLE,PA18443 		  PC SUPPORT CHURCH/TEACHINGS 100

CALVARY UNITED METHODIST CHURCH

PO BOX J
WAYMART,PA18472 		  PC SUPPORT CHURCH/CHRISTIAN TEACHINGS 1,000

CAMP FREEDOM

284 NUMBER 7 ROAD
CARBONDALE,PA18407 		  PC SUPPORT-MILITARY/FIRST RESPONDERS 106,350

CANAAN BIBLE CHAPEL

30 HEMLOCK RD
LAKE ARIEL,PA18436 		  PC SUPPORT LOCAL CHURCH, EDUC PROGRAMS 1,100

CANAAN CHRISTIAN ACADEMY

30 HEMLOCK RD
LAKE ARIEL,PA18436 		  PC SUPPORT LOCAL CHRISTIAN SCHOOL/EDUC 750

CARBONDALE HISTORICAL SOCIETY

1 N MAIN ST 3
CARBONDALE,PA18407 		  PC SUPPORT OF HISTORICAL PRESERVATION 100

CARBONDALE YMCA

82 N MAIN STREET
CARBONDALE,PA18407 		  PC SUPPORT LOCAL ACTIVITIES AT YMCA 750

CENTRAL UNITED METHODIST CHURCH

205 11TH STREET
HONESDALE,PA18431 		  PC FINANCIAL SUPPORT-CHURCH TEACHINGS 100

CHILD EVANGELISM FELLOWSHIP

461 GROVE STREET
HONESDALE,PA18431 		  PC SUPPORT CHRISTIAN BELIEFS-CHILDREN 250

CLINTON CENTER CEMETERY ASSOCIATION

195 UNION AVE
IRVINGTON,NJ07111 		  PC SUPPORT MAINTENANCE OF CEMETERY 100

COLD SPRING CHAPEL

CORNER OF UPPER WOODS RD
AND RT 371
PLEASANT MOUNT,PA18453 		  PC FINANCIAL SUPPORT - CHURCH TEACHINGS 100

COLONY OF MERCY

1675 BETHEL COLONY RD
LENOIR,NC28645 		  PC FINANCIAL SUPPORT - SUBSTANCE ABUSE 500

COMMONWEALTH FOUNDATION

225 STATE STREET
SUITE 302
HARRISBURG,PA17101 		  PC SUPPORT IDEAS INTO PUBLIC POLICY 15,000

CONGREGATION BETH ISRAEL

615 COURT ST
HONESDALE,PA18431 		  PC FINANCIAL SUPPORT - CHURCH TEACHINGS 100

CORTEZ COMMUNITY CHURCH

967 CORTEZ RD
JEFFERSON TOWNSHIP,PA18436 		  PC FINANCIAL SUPPORT - CHURCH TEACHINGS 100

DAMASCUS TOWNSHIP AMBULANCE

1290 COCHECTON TPKE
TYLER HILL,PA18469 		  PC SUPPORT COMMUNITY AMBULANCE 100

DELAWARE VALLEY RAPTOR CENTER

416 CUMMINS HILL ROAD
MILFORD,PA18337 		  PC EDUCATION&CONSERVATION-BIRDS OF PREY 50

DESSIN ANIMAL SHELTER

138 MILLER ROAD
HONESDALE,PA18431 		  PC PROVIDE FOOD & SHELTER-HOMELESS PETS 350

DORFLINGER-SUYDAM WILDLIFE SANCTUAR

PO BOX 356
WHITE MILLS,PA18473 		  PC SUPPORT WILDLIFE PRESERVATION 500

DYBERRY DAY CAMP

PO BOX 1121
HONESDALE,PA18431 		  PC SUPPORT CITIZENS WITH DISABILITIES 100

ENDLESS MOUNTAIN HEALTH SYSTEMS

HOSPITAL DRIVE
MONTROSE,PA18801 		  PC SUPPORT LOCAL HOSPITAL/MEDICAL NEEDS 500

FLAG

PO BOX 911
COLLEYVILLE,TX76034 		  PC SUPPORT FOR CIVICS EDUCATION 5,000

FREEDOM FOUNDATION

PO BOX 552
OLYMPIA,WA98507 		  PC SUPPORT FREE ENTERPRISE 2,500

GOODWILL INDUSTRIES OF NEPA

925 PROSPECT AVE
SCRANTON,PA18505 		  PC SUPPORT LOCAL NONPROFIT 100

GRACE LUTEHRAN CHURCH

351 GREENWOOD ST
HOP BOTTOM,PA18824 		  PC SUPPORT FOR CHURCH TEACHINGS 100

GRACE RIDGE CHURCH

761 TERRACE STREET
HONESDALE,PA18431 		  PC FINANCIAL SUPPORT-CHURCH TEACHINGS 200

GREATER PIKE COMMUNITY FOUNDATION

PO BOX 992
MILFORD,PA18337 		  PC SUPPORT LOCAL COMMUNITY ACTIVITIES 1,000

GRIFFIN POND ANIMAL SHELTER

967 GRIFFIN POND ROAD
SOUTH ABINGTON TWP,PA18411 		  PC PROVIDE FOOD/SHELTER-HOMELESS PETS 100

HARFORD FAIR

485 FAIR HILL RD
NEW MILFORD,PA18834 		  PC FINANCIAL SUPPORT-LOCAL COUNTY FAIR 100

HIGHLIGHTS FOUNDATION

814 COURT STREET
HONESDALE,PA18431 		  PC SUPPLORT CHILDRENS' EDUCATION 330

HONESDALE COMMUNITY PANTRY

100 4TH ST ROOM 18
PO BOX 14
HONESDALE,PA18431 		  PC FINANCIAL SUPPORT -LOCAL FOOD PANTRY 100

HOPE COMMUNITY ACADEMY

720 PAYNE AVE
ST PAUL,MN55130 		  PC FINANCIAL SUPPORT - EDUCATION 5,000

HOPE MINISTRIES INC

PO BOX 75
KENOZA LAKE,NY12750 		  PC SUPPORT OF LOCAL HOMELESS/NEEDY 885

HOSPICE OF THE SACRED HEART

100 WILLIAM STREET
DUNMORE,PA18510 		  PC SUPPORT FOR FAMILIES AT END OF LIFE 100

HOWELL FAMILY FUNERAL HOME

269 BELMONT ST
WAYMART,PA18472 		  PC FINANCIAL SUPPORT-LOCAL FUNERAL HOME 100

HUMAN RESOURCES CENTER

294 BETHEL SCHOOL RD
HONESDALE,PA18431 		  PC SUPPORT MENTAL/PHYSICAL HANDICAPS 500

KEYSTONE MISSION

PO BOX 470
SCRANTON,PA18501 		  PC PROVIDE FOOD/CLOTHING TO THE NEEDY 1,380

LAKE ARIEL FIRE COMPANY

1381 LAKE ARIEL HWY
LAKE ARIEL,PA18436 		  PC FINANCIAL SUPPORT - LOCAL FIRE DEPT 100

LITTLE CREEK FOUNDATION

1216 THE HIDEOUT
LAKE ARIEL,PA18436 		  PC SUPPORT DRUG/ALC ADDICTION RECOVERY 1,000

M C BIRMELIN YOUTH ATHLETE MEM FD

THE DIME BANK
820 CHURCH ST
HONESDALE,PA18431 		  PC FINANCIAL SUPPORT - YOUTH ATHLETES 1,000

MARYWOOD UNIVERSITY

2300 ADAMS AVE
SCRANTON,PA18509 		  PC SUPPORT CATHOLIC TEACHINGS 500

MELANOMA RESEARCH FOUNDATION

1420 K ST NW 7TH FLOOR
WASHINGTON,DC20005 		  PC FINANCIAL SUPPORT - CANCER RESEARCH 100

MERCY HOUSE

PO BOX 1905
SANTA ANA,CA92702 		  PC FINANCIAL SUPPORT - HOMELESSNESS 500

NAMI SCRANTON & NORTHEAST PA

846 JEFFERSON AVE
SCRANTON,PA18510 		  PC FINANCIAL SUPPORT FOR FAMILIES 250

NATIVITYMIGUEL SCHOOL OF SCRANTON

2300 ADAMS AVE
DUNMORE,PA18509 		  PC SUPPORT - CHRISTIAN TEACHINGS 1,000

NEBZYDOSKIWHITE SCHOLARSHIP FUND

409 STOCK FARM ROAD
LAKE ARIEL,PA18436 		  PC FINANCIAL SUPPORT-LOCAL SCHOLARSHIPS 100

NEPA YOUTH FOR CHRIST

1613 JACKSON ST
SCRANTON,PA18504 		  PC SUPPORT - CHRISTIAN TEACHINGS 5,500

NEW PATH NOW

10924 GRANT ROAD
PMB 615
HOUSTON,TX77070 		  PC SUPPORT CHRISTIAN BELIEFS-TEENAGERS 48,000

NORTHERN WAYNE FIRE COMPANY

1633 CROSSTOWN HWY
LAKEWOOD,PA18439 		  PC FINANCIAL SUPPORT - LOCAL FD 200

OLIVE BRANCH MENNONITE MISSIONS

87 MOUNTAIN RD
DENVER,PA17517 		  PC SUPPORT FOR LOCAL MISSIONS 1,500

OPTION WOMEN'S CENTER

1329 WYOMING AVENUE
SCRANTON,PA18509 		  PC FINANCIAL SUPPORT-WOMEN'S HEALTH 500

PECKVILLE ASSEMBLY OF GOD

3364 SCRANTON CDALE HWY
BLAKELY,PA18447 		  PC SUPPORT OF LOCAL CHURCH PROGRAMS 1,000

PENNSYLVANIANS FOR HUMAN LIFE

400 WYOMING AVE SUITE 11
SCRANTON,PA18505 		  PC SUPPORT HUMAN LIFE 500

PKD FOUNDATION

PO BOX 871847
KANSAS CITY,MO64187 		  PC SUPPORT-POLYCYSTIC KIDNEY DISEASE 250

PLEASANT MOUNT PUBLIC LIBRARY

375 GREAT BEND TPKE
PLEASANT MOUNT,PA18453 		  PC SUPPORT - LOCAL LIBRARY 350

PLEASANT MOUNT UNITED MTHDST CHURCH

383 GREAT BEND TPKE
PLEASANT MOUNT,PA18453 		  PC SUPPORT - RELIGIOUS TEACHINGS 100

PROMPTON FIRE DEPARTMENT

639 PROMPTON RD
PROMPTON,PA18456 		  PC SUPPORT - LOCAL FD 100

RACING WITH JESUS MINISTRIES

PO BOX 286
TOLLAND,CT06084 		  PC SUPPORT MINISTRY TO RACING COMMUNITY 13,000

ROBBY'S COLLEGE FUND

HONESDALE NATIONAL BANK
202 BETTY ST
EYNON,PA18403 		  PC FINANCIAL SUPPORT -LOCAL SCHOLARSHIP 100

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607 		  PC SUPPORT - HUMANITARIAN RELIEF 100

SECOND CAPE MAY BAPTIST CHURCH

600 RTE US 9 S
MARMORA,NJ08223 		  PC SUPPORT - RELIGIOUS TEACHINGS 5,000

SEELYVILLE VOLUNTEER FIRE COMPANY

1200 BRIDGE ST
HONESDALE,PA18431 		  PC FINANCIAL SUPPORT - LOCAL FD 100

SEVEN LOAVES SOUP KITCHEN INC

51 WARREN ST
TUNKHANNOCK,PA18657 		  PC FINANCIAL SUPPORT-LOCAL SOUP KITCHEN 250

SHINE AFTER-SCHOOL PROGRAM

301 VAN GELDER ST
TAMAQUA,PA18252 		  PC FINANCIAL SUPPORT - SCHOOL PROGRAM 250

SOUTH CLINTON BAPTIST CHURCH

1845 EASTON TPKE
LAKE ARIEL,PA18436 		  PC SUPPORT CHURCH/CHRISTIAN TEACHINGS 1,000

SPRUCE LAKE

5389 ROUTE 447
CANADENSIS,PA18325 		  PC SUPPORT CHILDRENS MINISTRY CAMP 1,000

ST FRANCIS OF ASSISI KITCHEN

500 PENN AVENUE
SCRANTON,PA18509 		  PC FOOD FOR THE HOMELESS AND NEEDY 500

ST JOSEPH'S CENTER

2010 ADAMS AVENUE
SCRANTON,PA18509 		  PC SUPPORT FOR PEOPLE W/SPECIAL NEEDS 100

ST JOSEPHS CENTER FOUNDATION

PO BOX 388
DUNMORE,PA18512 		  PC SUPPORT FOR DISABLED CHILDREN/ADULTS 600

ST JUDE CHILDRENS RESEARCH HOSPITAL

PO BOX 50
MEMPHIS,TN38101 		  PC SUPPORT-CHILDRENS MEDICAL RESEARCH 375

ST MARY'S CHURCH

PO BOX 160
WAYMART,PA18472 		  PC SUPPORT CHURCH/CHRISTIAN TEACHINGS 300

ST JOHN THE EVANGELIST CHURCH

150 TERRACE ST
HONESDALE,PA18431 		  PC SUPPORT - RELIGIOUS TEACHINGS 200

ST KATHARINE DREXEL ALTAR & ROSARY

612 HUDSON ST
FOREST CITY,PA18421 		  PC SUPPORT - RELIGIOUS TEACHINGS 100

SUSAN OLSZEWSKI STONE HON ENDOW

SUSQUEHANNA CO LIBRARY
458 HIGH SCHOOL RD
MONTROSE,PA18801 		  PC FINANCIAL SUPPORT - LOCAL LIBRARY 250

THE GROVE CHURCH

1145 PROVIDENCE RD
SCRANTON,PA18508 		  PC SUPPORT - RELIGIOUS TEACHINGS 100

THE KINDNESS PROJECT

4752 MILL RD
EMMAUS,PA18049 		  PC SUPPORT - FOSTER CHILDREN CARE 100

THE OCULAR MELANOMA FOUNDATION

1717 K ST NW 900
WASHINGTON,DC20006 		  PC SUPPORT-OCULAR MELANOMA RESEARCH 100

THE SALVATION ARMY
LADORE CONFERENCE CENTER
PO BOX G
WAYMART,PA18472 		  PC SUPPORT OF LOCAL FAMILIES IN NEED 1,000

THE ZIPPER FUNCTION PROJECT

PO BOX 532
HAWLEY,PA18428 		  PC SUPPORT - EMPOLOYMENT OPPORTUNITIES 250

THORNHURST UNITED METHODIST

342 OLD RIVER RD
THORNHURST TOWNSHIP,PA18424 		  PC SUPPORT-RELIGIOUS TEACHINGS 100

TRAVIS CANFIELD MEMORIAL FUND

THE DIME BANK
820 CHURCH ST
HONESDALE,PA18431 		  PC FINANCIAL SUPPORT - HUSBAND'S DEATH 1,000

TREHAB CENTER

PO BOX 366
MONTROSE,PA18801 		  PC SUPPORT DRUG/ALCOHOL ADD/RECOVERY 1,100

TROOPERS HELPING TROOPERS FNDN

3625 VARTAN WAY
HARRISBURG,PA17110 		  PC FINANCIAL SUPPORT - PA TROOPERS 2,000

TRUE FRIENDS ANIMAL WELFARE

16332 PA-706
MONTROSE,PA18801 		  PC FINANCIAL SUPPORT - ANIMAL SHELTER 100

UNITED METHODIST HOMES FOUNDATION

10 ACRE PLACE
BINGHAMTON,NY13904 		  PC SUPPORT OF SENIOR LIVING CAMPUSES 500

UNITED NEIGHBORHOOD CENTER

425 ALDER STREET
SCRANTON,PA18505 		  PC SUPPORT LOCAL LOW-INCOME FAMILIES 1,000

UNITED WAY OF LACKAWANNA AND WAYNE

615 JEFFERSON AVE 304
SCRANTON,PA18510 		  PC FINANCIAL SUPPORT - LOCAL FAMILIES 1,000

VICTORY JUNCTION

4500 ADAMS WAY
RANDLEMAN,NC27317 		  PC SUPPORT CHILDREN W/ TERMINAL ILLNESS 500

VIRGINIA FRIES NURSING SCHOLARSHIP

HONESDALE NATIONAL BANK
PO BOX 350
HONESDALE,PA18431 		  PC SUPPORT-LOCAL NURSING SCHOLARSHIPS 100

VOLUNTEERS OF AMERICA

25 N RIVER STREET
WILKESBARRE,PA18702 		  PC SUPPORT FOR HOUSING/OTHER SVCS 500

WAYMART AREA HISTORICAL SOCIETY

118 SOUTH ST
WAYMART,PA18472 		  PC SUPPORT OF HISTORICAL PRESERVATION 500

WAYMART CHURCH

342 HONESDALE RD
WAYMART,PA18472 		  PC SUPPORT LOCAL CHURCH/EDUC PROGRAMS 21,400

WAYMART VOLUNTEER FIRE COMPANY

PO BOX 186
WAYMART,PA18472 		  PC SUPPORT COMMUNITY FIRE PROTECTION 1,600

WAYNE COUNTY CHILDREN & YOUTH SVCS

648 PARK ST C
HONESDALE,PA18431 		  PC AIDING CHILDREN IN NEED 100

WAYNE COUNTY COMMUNITY FOUNDATION

214 9TH STREET
HONESDALE,PA18431 		  PC SUPPORT LOCAL NEEDS FOR GROWTH 1,200

WAYNE COUNTY FOOD PANTRY

323 10TH ST
HONESDALE,PA18431 		  PC FINANCIAL SUPPORT - LOCAL FOOD PRGM 250

WAYNE COUNTY HISTORICAL SOCIETY

PO BOX 446
HONESDALE,PA18431 		  PC SUPPORT OF HISTORICAL PRESERVATION 500

WAYNE COUNTY JR LIVESTOCK SCHLRSHP

409 STOCK FARM ROAD
LAKE ARIEL,PA18436 		  PC FINANCIAL SUPPORT-LOCAL SCHOLARSHIPS 100

WAYNE COUNTY PUBLIC LIBRARY

1406 MAIN STREET
HONESDALE,PA18431 		  PC SUPPORT OF LOCAL LIBRARY 3,100

WAYNE MEMORIAL HEALTH FOUNDATION

601 PARK STREET
HONESDALE,PA18431 		  PC SUPPORT LOCAL HOSPITAL/MEDICAL NEEDS 30,100

WAYNE MEMORIAL HOSPITAL

601 PARK STREET
HONESDALE,PA18431 		  PC FINANCIAL SUPPORT FOR HOSPITAL 100

WAYNE WOODLANDS MANOR

37 WOODLANDS DRIVE
WAYMART,PA18472 		  PC FINANCIAL SUPPORT 100

WAYNE-PIKE CHILD EVANFELLOWSHIP

461 GROVE ST PO BOX 628
HONESDALE,PA18431 		  PC FINANCIAL SUPPORT 250

WRGN RADIO

2457 ROUTE 118
HUNLOCK CREEK,PA18621 		  PC SUPPORT CHRISTIAN VALUES THRU RADIO 500

ZION UNITED CHURCH OF CHRIST

14 N 8TH ST
STROUDSBURG,PA18360 		  PC SUPPORT - RELIGIOUS TEACHINGS 100

JDSEAM GIVING LLC SER B

4043 PLEASANT RIDGE DRIVE
SPRING,TX77386 		  PF SCH K-1, EIN 92-1229976 18,000

OPERATION MILITARY LIFT LLC SER B

309 AHERN STREET
ATLANTIC BEACH,FL32233 		  PF SCH K-1, EIN 92-1264639 17,999
Total .................................right arrow 3a 371,209
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		        79,812
4 Dividends and interest from securities ....         3,458
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..     83,270
13Total. Add line 12, columns (b), (d), and (e)..................
13
83,270
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE GRIMM FOUNDATION
 
Employer identification number

38-7194349
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE GRIMM FOUNDATION
  		Employer identification number
38-7194349
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
CHARLES W GRIMM CONSTRUCTION INC
 
P O BOX X
 
WAYMART, PA18472

$ 425,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
JDSEAM GIVING LLC - SERIES B
 
4043 PLEASANT RIDGE DRIVE
 
SPRING, TX77386

$ 18,167


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
OPERATION MILITARY LIFT LLC SER B
 
309 AHERN STREET
 
ATLANTIC BEACH, FL32233

$ 18,166


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE GRIMM FOUNDATION
  		Employer identification number

38-7194349
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE GRIMM FOUNDATION
  		Employer identification number

38-7194349
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 InvestmentsOtherSchedule2
Name:
THE GRIMM FOUNDATION
EIN:
38-7194349
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OPERATION MILITARY LIFT LLC-99% INT FMV 842,000 842,000
JDSEAMS GIVING LLC-99% INT FMV 842,000 842,000

TY 2023 OtherDecreasesSchedule
Name:
THE GRIMM FOUNDATION
EIN:
38-7194349
Description Amount
K-1'S REC'D FROM INVESTMENTS 42,865


TY 2023 OtherExpensesSchedule
Name:
THE GRIMM FOUNDATION
EIN:
38-7194349
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
BANK CHARGES 172      
OTHER - K-1, EIN 92-7194349 25      
OTHER - K-1, EIN 92-1264639 25      


TY 2023 TaxesSchedule
Name:
THE GRIMM FOUNDATION
EIN:
38-7194349
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 3