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Nonprofit · EIN 84-3718835

JERRY AND KATHLEEN GRUNDHOFER FOUNDATION

Tax-exempt · PARK CITY, UT 84098

Financials

$1.9M$1.8M2023$6.1M$1.8M2024
Revenue Expenses · by fiscal year end
Financials of JERRY AND KATHLEEN GRUNDHOFER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$6,113,411$1,780,750$4,332,661$31,388,974$0$31,388,974
December 31, 2023990-PF$1,863,084$1,836,461$26,623$25,214,767$0$25,214,767
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$5,247,841
Dividends
$302,583
Net gain from sales of assets
$562,987

Expenses

Grants and similar amounts paid
$1,646,140
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,668,464
Excise tax on investment income
$30,588

Balance sheet and other

Total assets, start of year
$25,214,767
Total assets, end of year
$31,388,974
Total liabilities, end of year
$0
Net assets, end of year
$31,388,974
Fair market value of assets
$31,388,974
Qualifying distributions
$1,668,464
Net investment income
$2,317,293

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
JERRY A GRUNDHOFER
680 HOLLYHOCK ST, PARK CITY, UT 84098
TRUSTEE1$0
KATHLEEN A GRUNDHOFER
680 HOLLYHOCK ST, PARK CITY, UT 84098
TRUSTEE1$0
LAUREN GRUNDHOFER PETERSON
680 HOLLYHOCK ST, PARK CITY, UT 84098
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JERRY A GRUNDHOFER
1776 PARK AVENUE SUITE 4-131, PARK CITY, UT 84060
TRUSTEE1$0
KATHLEEN A GRUNDHOFER
1776 PARK AVENUE SUITE 4-131, PARK CITY, UT 84060
TRUSTEE1$0
LAUREN GRUNDHOFER PETERSON
1776 PARK AVENUE SUITE 4-131, PARK CITY, UT 84060
TRUSTEE1$0

Address and contacts

Address (IRS master file)
680 HOLLYHOCK ST, PARK CITY, UT 84098-5578
In care of
% JACQUELINE CRUZ CPA
Signed the 990-PF
JERRY A GRUNDHOFER, TRUSTEE
Phone
(805) 374-8555
Return prepared by
HOLTHOUSE CARLIN & VAN TRIGT LLP

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
84-3718835
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
2020
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$31,388,974
Income (IRS master file)
$11,130,404

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$6,113,411$1,780,750$31,388,974IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$1,863,084$1,836,461$25,214,767XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 84-3718835).

Questions about JERRY AND KATHLEEN GRUNDHOFER FOUNDATION

What is the EIN of JERRY AND KATHLEEN GRUNDHOFER FOUNDATION?
The employer identification number (EIN) of JERRY AND KATHLEEN GRUNDHOFER FOUNDATION is 84-3718835.
Is JERRY AND KATHLEEN GRUNDHOFER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to JERRY AND KATHLEEN GRUNDHOFER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JERRY AND KATHLEEN GRUNDHOFER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JERRY AND KATHLEEN GRUNDHOFER FOUNDATION 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 JERRY AND KATHLEEN GRUNDHOFER FOUNDATION 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 JERRY AND KATHLEEN GRUNDHOFER FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does JERRY AND KATHLEEN GRUNDHOFER FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,113,411, expenses of $1,780,750 and total assets of $31,388,974 at year end.

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