2026-04-14T19:07:49-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 915 HIGHLAND POINTE DR SUITE 300 ROSEVILLE CA 95678 990PF 2024-07-01 770572545 THE RODNEY GRIMM FAMILY FOUNDATION RODN 6618316873 7158 BUENA VISTA ROAD BAKERSFIELD CA 933119425 CATHERINE CARD CFO/SECRETARY 6618316873 2026-04-14 1 1 DYLAN VALENTINE P01934033 9167847800 2026-04-14 2024 2025-03-06 01:10:19Z X 450311 X X 9387 9387 44198 268989 44198 53585 53585 0 0 0 230 0 230 1019 1019 0 808 0 0 25 0 25 2082 1019 255 0 0 2082 1019 255 51503 52566 12395 12025 12025 3814 4964 4964 391295 433208 433208 14 114 114 407518 450311 450311 39 733 39 733 X 407479 449578 407479 449578 407518 450311 407479 51503 0 458982 9404 449578 PUBLICLY TRADED SECURITIES P 266003 224791 41212 41212 CAPITAL GAINS DIVIDENDS P 2986 2986 2986 44198 731 0 731 0 731 0 0 0 0 0 2 733 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 409362 17212 0 426574 0 0 426574 6399 420175 21009 21009 731 731 20278 0 20278 0 20278 255 0 255 20278 0 0 1387825 3310799 2100186 302499 7101309 255 0 0 0 255 0 20023 20023 7081286 0 0 0 0 0 0 1367802 5713484 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 9387 18 44198 0 53585 0 53585 0 0 0 0 0 0 0 0 0 0 COMM SERV SELECT SECTOR SPDR - 84 SHS FMV 9117 9117 CONSUMER STAPLES SPDR - 52 SHS FMV 4210 4210 CONSUMER DISCRETIONARY SELT - 50 SHS FMV 10867 10867 ENERGY SELECT SECTOR SPDR - 49 SHS FMV 4156 4156 FIDELITY 500 INDEX FUND - 1091 SHS FMV 235716 235716 FINANCIAL SELECT SPONSOR SPDR - 294 SHS FMV 15397 15397 HEALTH CARE SELECT SECTOR - 76 SHS FMV 10244 10244 INDUSTRIAL SELECT SECT SPDR - 47 SHS FMV 6933 6933 UTILITIES SELECT SECTOR SPDR - 26 SHS FMV 2123 2123 VANGUARD INFO TECH ETF - 47 SHS FMV 31174 31174 BLACKROCK HIGH YIELD-K - 2379 SHS FMV 17108 17108 ISHARES 7-10 YEAR TREASURY B - 181 SHS FMV 17334 17334 VANGUARD TOTAL BOND MARKET - 87 SHS FMV 6406 6406 VANGUARD MORTGAGE-BACKED SEC - 787 SHS FMV 36469 36469 VANGUARD INT-TERM CORPORATE - 313 SHS FMV 25954 25954 LEGAL 230 0 230 INTEREST RECEIVABLE 14 114 114 UNREALIZED LOSS ON INVESTMENTS 9404 LICENSES AND FEES 25 0 25 EXCISE TAX PAYABLE 39 733 INVESTMENT MANAGEMENT 1019 1019 0 FEDERAL EXCISE TAXES 808 0 0