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Nonprofit · EIN 36-3225807

DAVID D AND MARY F GRUMHAUS FUND

Tax-exempt · LAKE FOREST, IL 60045

Financials

$262K$160K2023$237K$264K2024
Revenue Expenses · by fiscal year end
Financials of DAVID D AND MARY F GRUMHAUS FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$236,624$264,454-$27,830$1,027,115$0$1,027,115
December 31, 2023990-PF$262,248$159,656$102,592$989,015$0$989,015
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$81,188
Net gain from sales of assets
$155,436

Expenses

Grants and similar amounts paid
$223,531
Disbursements for charitable purposes
$223,531
Excise tax on investment income
$3,076

Balance sheet and other

Total assets, start of year
$989,015
Total assets, end of year
$1,027,115
Total liabilities, end of year
$0
Net assets, end of year
$1,027,115
Fair market value of assets
$5,251,497
Qualifying distributions
$223,531
Net investment income
$221,266

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
DAVID GRUMHAUS
1285 GULF SHORE BLVD N, Naples, FL 34102
TREASURER0$0
MARY GRUMHAUS
1285 GULF SHORE BLVD N, Naples, FL 341024911
PRESIDENT0$0
AUDREY G YOUNG
7 DONNA RD, Needham Heights, MA 02494
SECRETARY0$0
WHITNEY GRUMHAUS
105 STONEYBROOK RD, Chapel Hill, NC 27516
DIRECTOR0$0
LISA G HASS
45 Ridge Acres Rd, Darien, CT 06820
Director0$0
DAVID D GRUMHAUS
487 WALNUT RD, Lake Forest, IL 60045
DIRECTOR0$0
JENNIFER G DALY
23 LOEW CIRCLE, Milton, MA 02186
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
DAVID GRUMHAUS
1285 GULF SHORE BLVD N, Naples, FL 34102
TREASURER0$0
MARY GRUMHAUS
1285 GULF SHORE BLVD N, Naples, FL 341024911
PRESIDENT0$0
AUDREY G YOUNG
7 DONNA RD, Needham Heights, MA 02494
SECRETARY0$0
WHITNEY GRUMHAUS
105 STONEYBROOK RD, Chapel Hill, NC 27516
DIRECTOR0$0
LISA G HASS
45 Ridge Acres Rd, Darien, CT 06820
Director0$0
DAVID D GRUMHAUS
487 WALNUT RD, Lake Forest, IL 60045
DIRECTOR0$0
JENNIFER G DALY
23 LOEW CIRCLE, Milton, MA 02186
DIRECTOR0$0

Address and contacts

Address (IRS master file)
197 N GREEN BAY RD, LAKE FOREST, IL 60045-2137
In care of
% DAVID GRUMHAUS
Signed the 990-PF
DAVID GRUMHAUS, BOARD MEMBER
Phone
(239) 649-4186
Return prepared by
ARCC CONSULTING CORP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-3225807
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1983
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,027,115
Income (IRS master file)
$506,120

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$236,624$264,454$1,027,115XML
990-PFDecember 2023$262,248$159,656$989,015XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3225807).

Questions about DAVID D AND MARY F GRUMHAUS FUND

What is the EIN of DAVID D AND MARY F GRUMHAUS FUND?
The employer identification number (EIN) of DAVID D AND MARY F GRUMHAUS FUND is 36-3225807.
Is DAVID D AND MARY F GRUMHAUS FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to DAVID D AND MARY F GRUMHAUS FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVID D AND MARY F GRUMHAUS FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVID D AND MARY F GRUMHAUS FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DAVID D AND MARY F GRUMHAUS FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of DAVID D AND MARY F GRUMHAUS FUND?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does DAVID D AND MARY F GRUMHAUS FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $236,624, expenses of $264,454 and total assets of $1,027,115 at year end.

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