2024-11-13T15:25:16-06:00 2023-12-31 330737981 CBIZ ADVISORS LLC 5060 CALIFORNIA AVE SUITE 800 BAKERSFIELD CA 93309 990PF 2023-01-01 770554204 ROBERT GRIMM FAMILY FOUNDATION ROBE 6613356103 2800 CORMIER DRIVE BAKERSFIELD CA 93307 BRANDON A GRIMM PRESIDENT 6613356103 2024-11-11 1 1 ANN M BRAUN P00209674 6613257500 2023 2024-10-15 13:58:12Z X 5315868 X X 132958 132958 -241485 1818712 0 -108527 132958 0 0 0 0 0 11741 11741 0 0 5671 2692 0 0 17412 14433 0 0 466740 466740 484152 14433 0 466740 -592679 118525 0 80055 126524 126524 31615 61514 61514 26220 23266 23266 4685264 5104564 5104564 4823154 5315868 5315868 50 25 50 25 X 4823104 5315843 4823104 5315843 4823154 5315868 4823104 -592679 1085418 5315843 0 5315843 PUBLICLY TRADED SECURITIES - CHARLES SCHWAB 2016-01-01 2023-12-31 1818712 2060197 -241485 -241485 -241485 1647 0 1647 0 1647 24913 0 0 0 24913 X 0 23266 23266 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A KARI ANDERSON 6613356103 2800 CORMIER DRIVE BAKERSFIELD CA 93311 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KARI L ANDERSON 2800 CORMIER DRIVE BAKERSFIELD CA 93311 PRESIDENT 0.50 0 0 0 KELLIE C MERRIMAN 9100 MING AVE STE 120 BAKERSFIELD CA 93311 VICE-PRESIDENT 0.50 0 0 0 BRANDON A GRIMM 9100 MING AVE STE 120 BAKERSFIELD CA 93311 SECRETARY/TREASURER 0.50 0 0 0 NONE 0 NONE 0 0 4925569 115226 0 5040795 0 0 5040795 75612 4965183 248259 248259 1647 1647 246612 0 246612 0 246612 466740 0 466740 246612 0 0 881144 1188380 2365795 1751437 2044536 8231292 466740 0 0 0 246612 220128 0 0 8451420 0 0 0 0 0 0 881144 7570276 1188380 2365795 1751437 2044536 220128 KARI L ANDERSON 2800 CORMIER DRIVE BAKERSFIELD CA 93311 6613933320 IN WRITING: PURPOSE OF ORGANIZATION AND NEED N/A APPLICANTS MUST BE IN AGREEMENT WITH THE FOUNDATION'S GOALS, AS DESCRIBED IN THE GRANT MAKING POLICY. AMELIA MOLLOY'S ANGELS 9700 STOCKDALE HWY BAKERSFIELD CA 93311 NONE PUBLIC CHARITY HELPING FAMILIES WHO EXPERIENCE INFERTILITY 1500 BAKERSFIELD CHRISTIAN HIGH SCHOOL 12775 STOCKDALE HWY BAKERSFIELD CA 93314 NONE PUBLIC CHARITY FINANCIAL ASSISTANCE FOR STUDENTS 5000 CROSS CONNECT MINISTRIES 16611 MOSSCREEK ST TUSTIN CA 92782 NONE CHURCH GENERAL SUPPORT 75000 GARCES ALUMNI FUND 2800 LOMA LINDA DR BAKERSFIELD CA 93305 NONE PUBLIC CHARITY ANNUAL FUND OPERATIONS OF THE HIGH SCHOOL 23500 GLOBAL FAMLY PO BOX 13160 BAKERSFIELD CA 93389 NONE PUBLIC CHARITY RENOVATION OF NEW GIRLS HOME 50000 HOFFMAN HOSPICE 4325 BUENA VISTA ROAD A BAKERSFIELD CA 93311 NONE PUBLIC CHARITY VOICES OF INSPIRATION 30000 KERN DANCE ALLIANCE PO BOX 12407 BAKERSFIELD CA 93389 NONE PUBLIC CHARITY BOOKS IN MOTION 10000 MARE 18200 JOHNSON RD 8920 BAKERSFIELD CA 93314 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 OASIS PO BOX 162376 FORT WORTH TX 76161 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 PLI INTERNATIONAL 16611 MOSSCREEK STREET TUSTIN CA 92782 NONE PUBLIC CHARITY GENERAL SUPPORT 45000 REFLECTIONS FOR WOMEN PO BOX 1557 BAKERSFIELD CA 93302 NONE PUBLIC CHARITY HELP WITH MINISTRY AND SCHOLARSHIPS 5000 SLEEPY BABY BOX FOUNDATION 7000 JOYCE COURT BAKERSFIELD CA 93308 NONE PUBLIC CHARITY ASSISTING CHILDREN IN THE COMMUNITY 66240 ST JOHN'S LUTHERAN CHURCH 4500 BUENA VISTA ROAD BAKERSFIELD CA 93311 NONE CHURCH BUILDING PROJECT & GENERAL SUPPORT 30000 ST VINCENT DE PAUL HOMELESS CENTER 300 BAKER STREET BAKERSFIELD CA 93305 NONE PUBLIC CHARITY HELPING THE HOMELESS AND POOR 5000 STARS 712 E VILLA STREET PASADENA CA 91101 NONE PUBLIC CHARITY GENERAL SUPPORT 25000 VV FAMILY FOUNDATION 16500 BRIMHALL ROAD BAKERSFIELD CA 93314 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 WOUNDED HEROS FUND KERN CO 3121 STANDARD STREET BAKERSFIELD CA 93308 NONE PUBLIC CHARITY ASSISTING INJURED SERVICE MEMBERS 20000 BAKERSFIELD MASTER CHORALE PO BOX 1814 BAKERSFIELD CA 93303 NONE PUBLIC CHARITY GENERAL SUPPORT 20000 BAKERSFIELD MEMORIAL HOSPITAL FOUNDATION PO BOX 2401 BAKERSFIELD CA 93301 NONE PUBLIC CHARITY SUPPORTING THE SARVANAND HEART AND BRAIN CENTER 25000 SCOTT KIRSHENMANN FAMILY FOUNDATION 550 MING AVE BAKERSFIELD CA 93309 NONE PUBLIC CHARITY EDUCATIONAL GRANTS TO LOCAL SCHOOLS AND COLLEGES 2500 ST FRANCIS SCHOOL FOUNDATION PO BOX 93302 BAKERSFIELD CA 93302 NONE PUBLIC CHARITY GOLF TOURNAMENT AND GENERAL SUPPORT 3000 466740 0 14 132958 14 -241485 0 -108527 0 -108527 0 0 0 0 0 0 0 0 0 0 CHARLES SCHWAB 5104564 5104564 LEGAL FEES 11741 11741 0 0 UNREALIZED GAIN/LOSS FROM INVESTMENTS 1085418 STATE ACCRUED TAXES 50 25 FOREIGN TAXES 2692 2692 0 0 EXCISE TAXES 25 0 0 0 TAXES AND LICENSES 2954 0 0 0