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Charles Hardy Grim And Emily Grove Grim Charitable Trust

  • Middleburg, VA
  • Tax-exempt since June 2012
  • EIN: 45-2787474

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$52k (2024)

Expenses
$76.5k (2024)

Total Assets
$674k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$52,011
Expenses
$76,516
Net Income
-$24,505
Net Assets
$674,269
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $31,383
60.3%
Sales of Assets $20,628
39.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $71,599
93.6%
Compensation of Officers* $10,525
13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $674,269
Total Liabilities $0
Net Assets $674,269
Compensation
Key Employees and Officers Compensation Other
Atlantic Union Bank Atlantic Union Bank (Trustee) $10,525 $0

Document Links

990-PF
Filed on Feb. 19, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,737
Expenses
$79,592
Net Income
-$36,855
Net Assets
$698,775
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,573
3.7%
Dividends $29,865
69.9%
Sales of Assets $11,299
26.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $74,872
94.1%
Compensation of Officers* $9,701
12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $698,775
Total Liabilities $0
Net Assets $698,775
Compensation
Key Employees and Officers Compensation Other
Atlantic Union Bank Atlantic Union Bank (Trustee) $9,701 $0

Document Links

990-PF
Filed on April 30, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$54,008
Expenses
$35,936
Net Income
$18,072
Net Assets
$718,663
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,374
8.1%
Dividends $23,886
44.2%
Sales of Assets $25,748
47.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,043
86.4%
Compensation of Officers* $9,977
27.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $718,663
Total Liabilities $0
Net Assets $718,663
Compensation
Key Employees and Officers Compensation Other
Atlantic Union Bank Atlantic Union Bank (Trustee) $9,977 $0

Document Links

990-PF
Filed on May 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$54,607
Expenses
$82,863
Net Income
-$28,256
Net Assets
$701,058
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,055
11.1%
Dividends $20,866
38.2%
Sales of Assets $27,686
50.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $77,967
94.1%
Compensation of Officers* $10,285
12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $701,058
Total Liabilities $0
Net Assets $701,058
Compensation
Key Employees and Officers Compensation Other
Atlantic Union Bank Atlantic Union Bank (Trustee) $10,285 $0

Document Links

990-PF
Filed on March 17, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,566
Expenses
$48,916
Net Income
-$22,350
Net Assets
$729,346
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,499
28.2%
Dividends $19,011
71.6%
Sales of Assets $56
0.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,282
70.1%
Compensation of Officers* $9,947
20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $729,347
Total Liabilities $1
Net Assets $729,346
Compensation
Key Employees and Officers Compensation Other
Middleburg Financial Middleburg Financial (Trustee) $9,947 $0

Document Links

990-PF
Filed on March 5, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$102,064
Expenses
$46,734
Net Income
$55,330
Net Assets
$771,408
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $29,707
29.1%
Sales of Assets $72,186
70.7%
Other Income $171
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,948
66.2%
Compensation of Officers* $8,388
17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $771,409
Total Liabilities $1
Net Assets $771,408
Compensation
Key Employees and Officers Compensation Other
Middleburg Financial Middleburg Financial (Trustee) $8,388 $0

Document Links

990-PF
Filed on May 8, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$74,825
Expenses
$75,926
Net Income
-$1,101
Net Assets
$716,441
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $29,104
38.9%
Sales of Assets $45,721
61.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $62,948
82.9%
Compensation of Officers* $8,213
10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $716,441
Total Liabilities $0
Net Assets $716,441
Compensation
Key Employees and Officers Compensation Other
Middleburg Trust Company Middleburg Trust Company (Trustee) $8,213 $0

Document Links

990-PF
Filed on March 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,217
Expenses
$65,835
Net Income
-$41,618
Net Assets
$717,132
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,017
> 100%
Sales of Assets -$3,956
Other Income $156
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,998
80.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $717,132
Total Liabilities $0
Net Assets $717,132
Compensation
Key Employees and Officers Compensation Other
Middleburg Trust Company Middleburg Trust Company (Trustee) $0 $0

Document Links

990-PF
Filed on April 27, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,869
Expenses
$74,925
Net Income
-$54,056
Net Assets
$759,592
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,688
> 100%
Sales of Assets -$5,819
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $60,998
81.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $759,592
Total Liabilities $0
Net Assets $759,592
Compensation
Key Employees and Officers Compensation Other
Middleburg Trust Company Middleburg Trust Company (Trustee) $0 $0

Document Links

990-PF
Filed on July 27, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$95,090
Expenses
$81,740
Net Income
$13,350
Net Assets
$813,339
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $32,144
33.8%
Sales of Assets $62,083
65.3%
Other Income $863
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $69,515
85.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $813,339
Total Liabilities $0
Net Assets $813,339
Compensation
Key Employees and Officers Compensation Other
Middleburg Trust Company Middleburg Trust Company (Trustee) $0 $0

Document Links

990-PF
Filed on April 5, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$45,240
Expenses
$127,992
Net Income
-$82,752
Net Assets
$801,513
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $35,970
79.5%
Sales of Assets $9,206
20.3%
Other Income $64
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $101,498
79.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $801,513
Total Liabilities $0
Net Assets $801,513
Compensation
Key Employees and Officers Compensation Other
Middleburg Trust Company Middleburg Trust Company (Trustee) $0 $0

Document Links

990-PF
Filed on April 2, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$67,930
Expenses
$25,825
Net Income
$42,105
Net Assets
$883,703
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11
0.0%
Dividends $28,299
41.7%
Sales of Assets $39,620
58.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,000
38.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $883,703
Total Liabilities $0
Net Assets $883,703
Compensation
Key Employees and Officers Compensation Other
Middleburg Trust Company Middleburg Trust Company (Trustee) $0 $0

Document Links

990-PF
Filed on May 1, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$854,651
Expenses
$13,053
Net Income
$841,598
Net Assets
$841,597
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $811,207
94.9%
Interest Revenue $5,282
0.6%
Dividends $25,782
3.0%
Sales of Assets $12,380
1.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $6,872
52.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $841,598
Total Liabilities $1
Net Assets $841,597

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1
Expenses
$0
Net Income
$1
Net Assets
$1
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1
Total Liabilities $0
Net Assets $1

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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