Nonprofit · EIN 36-6929610
W W GRAINGER INC GROUP BENEFIT TRUST II
Also known as JAMES GARMAN
Tax-exempt · LAKE FOREST, IL 60045
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,523,025 | $12,466,253 | -$10,943,228 | $193,026,566 | $1,026,599 | $191,999,967 |
| December 31, 2024 | 990 | $2,444,063 | $11,185,856 | -$8,741,793 | $179,202,293 | $934,022 | $178,268,271 |
| December 31, 2023 | 990 | $2,362,999 | $15,162,842 | -$12,799,843 | $174,012,193 | $904,407 | $173,107,786 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,947,377
- Investment income
- -$1,424,352
- Net gain from sales of assets
- -$4,696,308
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $8,693,271
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $179,202,293
- Total assets, end of year
- $193,026,566
- Total liabilities, end of year
- $1,026,599
- Net assets, end of year
- $191,999,967
- Publicly traded securities
- $180,527,200
- Gross unrelated business income
- -$1,528,067
- Gross receipts
- $57,363,121
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1989
- State of legal domicile
- IL
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA THOMPSON | TRUSTEE Trustee or director | 1 | $0 |
| LAURIE THOMSON | TRUSTEE Trustee or director | 1 | $0 |
| JAY FEECE | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT LUPIEN | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA THOMPSON | TRUSTEE Trustee or director | 1 | $0 |
| LAURIE THOMSON | TRUSTEE Trustee or director | 1 | $0 |
| JAY FEECE | TRUSTEE Trustee or director | 1 | $0 |
| Scott Lupien | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LAURIE THOMSON | TRUSTEE Trustee or director | 1 | $0 | $2,057,958 | $49,733 |
| JAY FEECE | TRUSTEE Trustee or director | 1 | $0 | $833,971 | $54,938 |
| ARIF AHMED | TRUSTEE Trustee or director | 1 | $0 | $528,681 | $31,597 |
| LISA THOMPSON | TRUSTEE Trustee or director | 1 | $0 | $344,980 | $24,723 |
| Scott Lupien | TRUSTEE Trustee or director | 1 | $0 | $13,500 | $0 |
Address and contacts
- Address (IRS master file)
- 100 GRAINGER PKWY, LAKE FOREST, IL 60045-5202
- In care of
- % WW GRAINGER INC
- Principal officer (990 for 2025)
- JAY FEECE, 100 GRAINGER PARKWAY, LAKE FOREST, IL 600455201
- Signed the 990
- JAY FEECE, VP, GLB. TOT REWARDS
- Phone
- (224) 317-1716
- Return prepared by
- PWC US TAX LLP
Mission
THE OBJECTIVE AND OVERALL LONG-TERM GOAL OF THIS IRC SECTION 501(C)(9) ORGANIZATION IS TO PROVIDE HEALTH BENEFITS TO RETIRED EMPLOYEES. APPROXIMATELY 1,262 EMPLOYEES PARTICIPATE IN THIS PROGRAM.
Program accomplishments
- THE OBJECTIVE AND OVERALL LONG-TERM GOAL OF THIS IRC SECTION 501(C)(9) ORGANIZATION IS TO PROVIDE HEALTH BENEFITS TO RETIRED EMPLOYEES. APPROXIMATELY 1,262 EMPLOYEES PARTICIPATE IN THIS PROGRAM.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-6929610
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1990
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $193,026,566
- Income (IRS master file)
- $57,363,121
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,523,025 | $12,466,253 | $193,026,566 | IRS |
| 990 | December 2024 | $2,444,063 | $11,185,856 | $179,202,293 | XML |
| 990 | December 2023 | $2,362,999 | $15,162,842 | $174,012,193 | XML |
| 990 | December 2022 | $6,567,472 | $13,092,039 | $162,507,521 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 36-6929610).
Questions about W W GRAINGER INC GROUP BENEFIT TRUST II
- What is the EIN of W W GRAINGER INC GROUP BENEFIT TRUST II?
- The employer identification number (EIN) of W W GRAINGER INC GROUP BENEFIT TRUST II is 36-6929610.
- Is W W GRAINGER INC GROUP BENEFIT TRUST II tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1990.
- Are donations to W W GRAINGER INC GROUP BENEFIT TRUST II tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does W W GRAINGER INC GROUP BENEFIT TRUST II file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of W W GRAINGER INC GROUP BENEFIT TRUST II due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did W W GRAINGER INC GROUP BENEFIT TRUST II last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of W W GRAINGER INC GROUP BENEFIT TRUST II?
- The 990 for the year ended December 31, 2025 names JAY FEECE.
- Who are the officers and directors of W W GRAINGER INC GROUP BENEFIT TRUST II?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does W W GRAINGER INC GROUP BENEFIT TRUST II have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,523,025, expenses of $12,466,253 and total assets of $193,026,566 at year end.
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