2025-04-10T17:07:52-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 915 HIGHLAND POINTE DR SUITE 300 ROSEVILLE CA 95678 990PF 2023-07-01 770572545 THE RODNEY GRIMM FAMILY FOUNDATION RODN 6618316873 7158 BUENA VISTA ROAD BAKERSFIELD CA 933119425 BARBARA GRIMM PRESIDENT 6618316873 2025-03-12 1 1 JENNA BERTUCCELLI P01534744 9167847800 2025-03-12 2023 2025-03-06 01:10:19Z X 407518 X 10000 8822 8822 -2241 40912 0 16581 8822 0 0 0 114 0 114 10273 5137 5136 866 866 0 39 0 0 43 0 0 11335 6003 5250 0 0 11335 6003 5250 5246 2819 16242 12395 12395 8004 3814 3814 330484 391295 391295 0 14 14 354730 407518 407518 3417 39 3417 39 X 351313 407479 351313 407479 354730 407518 351313 5246 50920 407479 0 407479 JP MORGAN - SHORT TERM 13528 12992 536 536 JP MORGAN - LONG TERM 27359 30161 -2802 -2802 CAPITAL GAINS DIVIDENDS P 25 25 25 -2241 39 0 39 0 39 0 0 0 0 0 0 39 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 WWW.RODNEYGRIMMFAMILYFOUNDATION.ORG BARBARA GRIMM 6618316873 7158 BUENA VISTA ROAD BAKERSFIELD CA 933119425 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BARBARA GRIMM-MARSHALL 7158 BUENA VISTA ROAD BAKERSFIELD CA 93311 PRESIDENT 0.50 0 0 0 CATHERINE E CARD 7158 BUENA VISTA ROAD BAKERSFIELD CA 93311 CFO/SECRETARY 0.50 0 0 0 MELISSA GRIMM 7158 BUENA VISTA ROAD BAKERSFIELD CA 93311 DIRECTOR 0.25 0 0 0 CATHERINE GRIMM GARDINER 7158 BUENA VISTA ROAD BAKERSFIELD CA 93311 DIRECTOR 0.25 0 0 0 BRYAN GRIMM 7158 BUENA VISTA ROAD BAKERSFIELD CA 93311 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 0 353475 17825 0 371300 0 0 371300 5570 365730 18287 18287 39 39 18248 0 18248 0 18248 5250 0 5250 18248 0 0 678909 1387825 3310799 2100186 302499 7780218 5250 0 0 0 5250 0 12998 12998 7767220 0 0 0 0 0 0 665911 7101309 1387825 3310799 2100186 302499 BARBARA GRIMM-MARSHALL BARBARA M GRIMM 7158 BUENA VISTA ROAD BAKERSFIELD CA 93311 6618316873 APPLICATIONS MUST BE IN WRITING AND INCLUDE THE PURPOSE OF THE ORGANIZATION AND NEED. NONE APPLICANTS MUST BE IN AGREEMENT WITH THE STATEMENT OF FAITH. 0 0 14 8822 18 -2241 0 6581 0 6581 0 0 0 0 0 0 0 0 0 0 X X 1 BARBARA GRIMM MARSHALL 7158 BUENA VISTA ROAD BAKERSFIELD CA 93311 10000 X ACCOUNTING 10273 5137 5136 FIDELITY 500 INDEX FUND - 853 SHS FMV 162215 162215 SIX CIRCLES US UNCONSTR EQ - 3298 SHS FMV 56656 56656 FIDELITY INTL INDX-INST PRM - 270 SHS FMV 13415 13415 JPMORGAN BETABUILDERS CANADA - 138 SHS FMV 8966 8966 SIX CIRCLES INTL UNCON EQ - 3038 SHS FMV 35484 35484 JPMORGAN BETABUILDERS EUROPE ETF - 164 SHS FMV 9656 9656 JPMORGAN BETABUILDERS JAPAN ETF - 246 SHS FMV 13882 13882 JPMORGAN BETABUILDERS DEVELO - 147 SHS FMV 7112 7112 VANGUARD LT TREASURY ETF - 128 SHS FMV 7383 7383 VANGUARD INT-TERM CORPORATE - 96 SHS FMV 7673 7673 VANGUARD TOTAL INTL BOND ETF - 471 SHS FMV 22924 22924 SIX CIRCLES GLOBAL BOND - 3662 SHS FMV 30574 30574 SIX CIRCLES CREDIT OPPORT - 1747 SHS FMV 15355 15355 LEGAL 114 0 114 INTEREST RECEIVABLE 0 14 14 MISCELLANEOUS 43 0 0 UNREALIZED GAIN ON INVESTMENTS 50920 EXCISE TAX PAYABLE 3417 39 INVESTMENT MANAGEMENT 866 866 0 FEDERAL EXCISE TAX 39 0 0