GRUNDY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GRUNDY FOUNDATION (EIN 23-1609243)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-26
- IRS object ID
- 202132389349100518
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-26T14:39:07-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232896692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 3RD FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231609243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GRUNDY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRUN | BusinessNameControlTxt |
| Phone | 2157885460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 680 RADCLIFFE STREET | AddressLine1Txt |
| City | BRISTOL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE WILLIAMS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2157885460 | PhoneNum |
| Signature | 2021-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EUGENE | PersonFirstNm |
| Person Last | WILLIAMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER SOLOT | PreparerPersonNm |
| PTIN | P00749373 | PTIN |
| Phone | 2155677770 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $61,291,629 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $47,261 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $893,526 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $893,526 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,041,594 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,963,385 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,041,594 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,664 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $6,664 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,989,045 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,935,120 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,664 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $467,930 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $96,010 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $371,920 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $992,507 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $992,507 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $298,047 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $298,047 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,626 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,626 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $139,638 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $115,404 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $160,559 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $160,559 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,069 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,069 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,740,238 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,740,238 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,822,989 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,010 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,702,745 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $163,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $163,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,986,089 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,010 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,865,845 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,997,044 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,839,110 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,664 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $137,380 | CashBOYAmt |
| Cash EOY | $109,888 | CashEOYAmt |
| Cash EOYFMV | $109,888 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,147,001 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,594,042 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,594,042 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $27,694,864 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,278,271 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,364,639 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,770,317 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $3,770,317 | LandBOYAmt |
| Land EOY | $3,770,317 | LandEOYAmt |
| Land EOYFMV | $19,223,060 | LandEOYFMVAmt |
| Total Assets BOY | $39,749,562 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,752,518 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,291,629 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $39,604,207 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $36,599,796 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $145,355 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $152,722 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,749,562 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,752,518 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,749,562 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,752,518 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,749,562 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,997,044 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $36,752,518 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,752,518 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10,000 SHS CISCO SYSTEMS, INC. | P | 2020-03-24 | 2020-08-14 | $425,294 | $372,474 | $52,820 | $52,820 |
| 16,667 SHS CORTEVA, INC. | P | 2020-02-25 | $494,199 | $479,516 | $14,683 | $14,683 | |
| 6,667 SHS DUPONT DE NEMOURS, INC. | P | 2020-03-03 | $295,408 | $476,549 | -$181,141 | -$181,141 | |
| 2,250 SHS ILLUMINA, INC. | P | 2020-10-09 | $757,224 | $651,852 | $105,372 | $105,372 | |
| 5,000 SHS OCCIDENTAL PETE CORP. | P | 2019-09-25 | 2020-02-03 | $200,193 | $225,099 | -$24,906 | -$24,906 |
| 50,000 SHS ABB LTD. SPONSORED ADR | P | 2020-09-23 | $1,239,938 | $1,179,554 | $60,384 | $60,384 | |
| 5,000 SHS ABBOT LABS, INC. | P | 2013-04-24 | 2020-10-28 | $531,499 | $184,750 | $346,749 | $346,749 |
| 10,000 SHS APPLE, INC. | P | 2020-10-28 | $1,122,576 | $192,673 | $929,903 | $929,903 | |
| 50,000 SHS BANK OF AMERICA CORP. | P | 2014-09-24 | 2020-03-23 | $936,954 | $859,500 | $77,454 | $77,454 |
| 25,000 SHS CIT GROUP, INC. | P | 2015-04-29 | 2020-03-06 | $837,166 | $1,111,094 | -$273,928 | -$273,928 |
| 8,333 SHS CORETEVA, INC. | P | 2020-02-25 | $247,085 | $220,637 | $26,448 | $26,448 | |
| 8,333 SHS DUPONT DE NEMOURS, INC. | P | 2020-03-03 | $369,226 | $608,180 | -$238,954 | -$238,954 | |
| 23,000 SHS GENERAL MILLS | P | 2020-05-06 | $1,376,370 | $1,298,483 | $77,887 | $77,887 | |
| 6,500 SHS ISHARES RUSSELL 3000 ETF | P | 2020-03-12 | $957,398 | $789,285 | $168,113 | $168,113 | |
| 5,000 SHS MICROSOFT CORP. | P | 2017-07-26 | 2020-10-28 | $1,023,181 | $370,703 | $652,478 | $652,478 |
| 5,000 SHS NVIDIA CORP. | P | 2020-03-23 | $1,045,938 | $728,372 | $317,566 | $317,566 | |
| 10,000 SHS OCCIDENTAL PETE CORP. | P | 2020-02-03 | $400,387 | $857,546 | -$457,159 | -$457,159 | |
| 2,950 SHS PROCTOR AND GAMBLE COMPANY | P | 2020-10-28 | $406,550 | $192,612 | $213,938 | $213,938 | |
| 2,050 SHS PROCTOR AND GAMBLE COMPANY | P | 2020-10-28 | $282,518 | $108,069 | $174,449 | $174,449 | |
| 50 SHS COCA COLA COMPANY | P | 2020-03-20 | 2020-09-08 | $2,529 | $2,034 | $495 | $495 |
| 55 SHS GENERAL MILLS | P | 2020-03-06 | 2020-05-07 | $3,291 | $2,942 | $349 | $349 |
| 8 SHS CORTEVA, INC. | P | 2015-03-25 | 2020-02-26 | $242 | $231 | $11 | $11 |
| 8 SHS DUPONT DE NEMOURS, INC. | P | 2015-03-25 | 2020-03-03 | $365 | $638 | -$273 | -$273 |
| 45 SHS MARATHON PETROLEUM CORPORATION | P | 2019-04-03 | 2020-09-21 | $1,368 | $2,729 | -$1,361 | -$1,361 |
| 105 SHS VIRTU FINANCIAL INC CL A | P | 2019-03-07 | 2020-03-12 | $2,517 | $2,644 | -$127 | -$127 |
| 5 SHS CATERPILLAR INC. | P | 2020-10-09 | 2020-11-13 | $853 | $793 | $60 | $60 |
| 10 SHS CISCO SYSTEMS, INC. | P | 2020-03-26 | 2020-08-17 | $428 | $390 | $38 | $38 |
| 10 SHS COCA COLA COMPANY | P | 2020-03-20 | 2020-09-08 | $506 | $407 | $99 | $99 |
| 5 SHS COLGATE-PALMOLIVE | P | 2020-04-21 | 2020-09-08 | $384 | $364 | $20 | $20 |
| 6 SHS CORTEVA, INC. | P | 2019-10-22 | 2020-02-26 | $151 | $129 | $22 | $22 |
| 20 SHS ELANCO ANIMAL HEALTH, INC. | P | 2020-05-08 | 2020-06-23 | $449 | $404 | $45 | $45 |
| 10 SHS GENERAL MILLS | P | 2020-03-06 | 2020-05-07 | $598 | $535 | $63 | $63 |
| 10 SHS INTEL CORP | P | 2020-04-16 | 2020-06-23 | $600 | $603 | -$3 | -$3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,041,594 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,464 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,464 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,464 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,377 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $59,377 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $304 | EsPenaltyAmt |
| Overpayment | $19,609 | OverpaymentAmt |
| Applied To ES Tax | $19,609 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GRUNDYFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 2157885460 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THE ORGANIZATIONS ADDRESS | AddressLine1Txt |
| City | BRISTOL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FREDERICK M LAVALLEY ESQ | ||||||||
| C/O THE GRUNDY FOUNDATIONS ADDRESS | BRISTOL | PA | 19007 | TRUSTEE | 0.50 | $16,349 | $0 | $0 |
| THOMAS F PRAISS EA CFP AEP | ||||||||
| C/O THE GRUNDY FOUNDATIONS ADDRESS | BRISTOL | PA | 19007 | TRUSTEE | 0.50 | $16,349 | $0 | $0 |
| PHILA TRUST CO CO MICHAEL CROFTON | ||||||||
| C/O THE GRUNDY FOUNDATIONS ADDRESS | BRISTOL | PA | 19007 | TRUSTEE | 0.50 | $96,010 | $0 | $0 |
| EUGENE WILLIAMS ESQ | ||||||||
| C/O THE GRUNDY FOUNDATIONS ADDRESS | BRISTOL | PA | 19007 | EXECUTIVE DIRECTOR | 40.00 | $202,167 | $18,500 | $20,465 |
| CARL E WHITE | ||||||||
| C/O THE GRUNDY FOUNDATIONS ADDRESS | BRISTOL | PA | 19007 | TRUSTEE | 0.50 | $16,349 | $0 | $0 |
| CHRISTINA M FOURNAIS ESQ | ||||||||
| C/O THE GRUNDY FOUNDATIONS ADDRESS | BRISTOL | PA | 19007 | TRUSTEE | 0.50 | $16,349 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DANA BARBER | ||||||||
| C/O THE ORGANIZATIONS ADDRESS | BRISTOL | PA | 19007 | LIBRARY ADMINISTRATO | 40.00 | $87,329 | $9,045 | $23,102 |
| STEVEN VITARELLI | ||||||||
| C/O THE ORGANIZATIONS ADDRESS | BRISTOL | PA | 19007 | TECHNOLOGY ADMINISTR | 40.00 | $80,192 | $7,563 | $993 |
| GRETCHEN STALLONE | ||||||||
| C/O THE ORGANIZATIONS ADDRESS | BRISTOL | PA | 19007 | COMMUNITY SERVICES M | 40.00 | $60,204 | $6,452 | $20,949 |
| BERNADETTE LESTER | ||||||||
| C/O THE ORGANIZATIONS ADDRESS | BRISTOL | PA | 19007 | OFFICE ADMINISTRATOR | 40.00 | $55,710 | $5,814 | $16,444 |
| KEVIN FARLEY | ||||||||
| C/O THE ORGANIZATIONS ADDRESS | BRISTOL | PA | 19007 | PATRON SERVICES MANA | 40.00 | $61,960 | $5,877 | $7,364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 8 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARQUIS CONSTRUCTION SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 261 LOWER MORRISVILLE ROAD | AddressLine1Txt |
| City | FALLSINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONTRUCTION SERVICES | ServiceTypeTxt |
| Compensation | $2,903,568 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MAINTENANCE OF LIBRARY AND MUSEUM | Description1Txt |
| Expenses1 | $5,726,978 | Expenses1Amt |
| Description2 | GRANTMAKING | Description2Txt |
| Expenses2 | $163,100 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,899,647 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $255,189 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,154,836 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,154,836 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,768,716 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,386,120 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,919,306 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,919,306 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,464 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,464 | TotalTaxAmt |
| Distributable Before Adj | $1,879,842 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,879,842 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,879,842 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,865,845 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,865,845 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,865,845 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,879,842 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $212,994 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $403,376 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $260,043 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $351,409 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,489,032 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,716,854 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,865,845 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,879,842 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,986,003 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,702,857 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $212,994 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,489,863 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $403,376 | ExcessFromYear4Amt |
| Excess From Year3 | $260,043 | ExcessFromYear3Amt |
| Excess From Year2 | $351,409 | ExcessFromYear2Amt |
| Excess From Year1 | $1,489,032 | ExcessFromYear1Amt |
| Excess From Current Year | $3,986,003 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EUGENE WILLIAMS ESQ EXECUTIVE DIREC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 680 RADCLIFFE STREET | AddressLine1Txt |
| City | BRISTOL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2157885460 | RecipientPhoneNum |
| Recipient Email Address | THE GRUNDY FOUNDATION | RecipientEmailAddressTxt |
| Form And Info And Materials | THOSE APPLYING FOR A GRANT FROM THE FOUNDATION SHOULD USE THE PHILANTHROPY NETWORK OF GREATER PHILADELPHIA COMMON GRANT FORM APPLICATION, WHICH CAN BE DOWNLOADED FROM THEIR WEBSITE AT WWW.PHILANTHROPYNETWORK.ORG. COMPLETED FORMS CAN BE MAILED, FAXED OR SENT ELECTRONICALLY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT GUIDELINES - CAN BE VIEWED FROM THE FOUNDATION'S WEBSITE AT HTTP://WWW.GRUNDYFOUNDATION.COM/NODE/9 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADVOCATES FOR THE HOMELESS & THOSE IN NEED (AHTN) | ||||||
| PO BOX 184 | FAIRLESS HILLS | PA | 19030 | PC | TRANSPORTATION SERVICES | $2,000 |
| BRISTOL BOROUGH SCHOOL DISTRICT | ||||||
| 1776 FARRAGUT AVENUE | BRISTOL | PA | 19007 | GOV | $1,000 SUPPORT DRAMA CLUB, $1,000 SUPPORT PARENTS' LOST WAGES-CORONAVIRUS CRISIS (DISCRETIONARY), $10,000 2020 LNS SCHOLARSHIP | $12,000 |
| BRISTOL FIRE COMPANY STATION 51 | ||||||
| 198 WOOD ST | BRISTOL | PA | 19007 | PC | OPERATING SUPPORT | $2,000 |
| BRISTOL RIVERSIDE THEATER COMPANY INC | ||||||
| PO BOX 1250 | BRISTOL | PA | 19007 | PC | 2020 MAIN STAGE SEASON | $90,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL | ||||||
| 100 DOYLE STREET | DOYLESTOWN | PA | 18901 | PC | $4,000 EMERGENCY NEEDS, $1,000 EMERGENCY SERVICES-CORONAVIRUS CRISIS (DISCRETIONARY) | $5,000 |
| BUCKS COUNTY RESCUE SQUAD | ||||||
| PO BOX 211 | BRISTOL | PA | 19007 | PC | EMERGENCY MEDICAL SERVICES | $2,000 |
| ANNABELLA'S RESTAURANT | ||||||
| 119 RADCLIFFE STREET | BRISTOL | PA | 19007 | NC | FBO ST. JAMES EPISCOPAL CHURCH MEALS FOR HOMELESS (CRISIS) | $3,000 |
| BRISTOL BOROUGH ACTIVE ADULT DAY CENTER | ||||||
| 301 WOOD STREET | BRISTOL | PA | 19007 | GOV | SERVICES FOR MEMBERS-CORONAVIRUS CRISIS (DISCRETIONARY) | $1,000 |
| BRISTOL BOROUGH COMMUNITY ACTION GROUP | ||||||
| 99 WOOD STREET | BRISTOL | PA | 19007 | GOV | FOOD PANTRY-CORONAVIRUS CRISIS (DISCRETIONARY) | $1,000 |
| BRISTOL BOROUGH POLICE DEPARTMENT | ||||||
| 250 POND STREET | BRISTOL | PA | 19007 | GOV | DARE PROGRAM & SRO | $2,000 |
| BRISTOL ELKS | ||||||
| 95 WOOD STREET | BRISTOL | PA | 19007 | PC | FEEDING PROGRAM -CORONAVIRUS CRISIS (DISCRETIONARY) | $1,000 |
| BRISTOL TOWNSHIP SENIOR CENTER | ||||||
| 2501 BATH ROAD | BRISTOL | PA | 19007 | GOV | PERSONAL SUPPLIES FOR SENIORS (CRISIS) | $1,500 |
| CALM WATERS | ||||||
| 242 MILL STREET | BRISTOL | PA | 19007 | NC | FBO BBCAG (BRISTOL PANTRY) (CRISIS) | $3,000 |
| CALVARY BAPTIST CHURCH | ||||||
| 250 GREEN LANE | BRISTOL | PA | 19007 | PC | FOOD PANTRY-CORONAVIRUS CRISIS (DISCRETIONARY) | $1,000 |
| CESARE'S RESTORANTE | ||||||
| 1407 RADCLIFFE STREET | BRISTOL | PA | 19007 | NC | FBO BRISTOL BOROUGH SENIOR CENTER MEALS (CRISIS) | $7,000 |
| FAMILY SERVICE ASSOCIATION | ||||||
| CORNERSTONE DRIVE | LANGHORNE | PA | 19047 | PC | $1,500 HOMELESS SHELTER-CORONAVIRUS CRISIS (DISCRETIONARY), $1,500 SUPPORT FOR MCINTOSH REGENCY-CORONAVIRUS CRISIS (DISCRETIONARY) | $3,000 |
| ITRI | ||||||
| 310 MILL STREET | BRISTOL | PA | 19007 | NC | $3,000 FBO CHILDREN OF GOD & YANA AS RISK YOUTH, $3,000 FBO ST. JAMES EPISCOPAL CHURCH MEALS FOR HOMELESS (CRISIS) | $6,000 |
| KING GEORGE INN | ||||||
| PO BOX 302 | BRISTOL | PA | 19007 | NC | $3,200 FBO BBSD AT RISK FAMILIES, $3,000 FBO BBSD AT RISK FAMILIES-NOV.&DEC. (CRISIS), $1,000 FBO BBSD AT RISK FAMILIES-JAN. 21 (CRISIS) | $7,200 |
| LONGSHORE AFFILIATES (PINES) | ||||||
| 142 LONGSHORE AVENUE | YARDLEY | PA | 19067 | NC | FBO CALVARY CHURCH MEALS FOR HOMELESS (CRISIS) | $5,500 |
| MILL STREET CANTINA | ||||||
| 101 MILL STREET | BRISTOL | PA | 19007 | NC | FBO BCOC CLIENTS | $2,200 |
| SNYDER GIROTTI ELEMENTARY SCHOOL | ||||||
| 450 BEAVER STREET | BRISTOL | PA | 19007 | GOV | CHRISTMAS FEEDING | $850 |
| ST JAMES EPISCOPAL CHURCH | ||||||
| 225 WALNUT STREET | BRISTOL | PA | 19007 | PC | FEEDING PROGRAM -CORONAVIRUS CRISIS (DISCRETIONARY) | $1,000 |
| ST MARK SCHOOL | ||||||
| 1024 RADCLIFFE STREET | BRISTOL | PA | 19007 | PC | CHRISTMAS FEEDING | $850 |
| UNITED WAY OF BUCKS COUNTY | ||||||
| 413 HOOD BOULEVARD | FAIRLESS HILLS | PA | 19030 | PC | RELIEF EFFORTS-CENTRAL, MIDDLE BUCKS COUNTY (DISCRETIONARY) | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $163,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIBRARY & MUSEUM | Desc |
| Related Or Exempt Function Incm | $6,664 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $893,526 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,041,594 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,935,120 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,664 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,941,784 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | MISCELLANEOUS INCOME FROM THE MARGARET R. GRUNDY MEMORIAL LIBRARY WHICH EXISTS FOR CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL AND PUBLIC WORKS PROJECTS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDITING | CategoryTxt |
| Amt | $10,375 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,375 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | IN ACCORDANCE WITH REG. 53.4942(A)-2(C)(3)(IV), THE ABOVE REFERENCED FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF $2,768,715 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NOCHARITABLE-USE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT.1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE-USE ASSETS: $41,154,8352. 1.5% OF LINE 1: $617,3233. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT IN LINE 2: FOR THE PAST THREE YEARS THE FOUNDATION HAS INCURRED EXPENDITURES FOR CHARITABLE PURPOSES OF $2,354,084 (2017), $2,453,216 (2018) AND $3,498,846 (2019) FOR AN AVERAGE OF $2,768,715 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. | ShortExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS CORPORATE STOCK (PUBLICLY TRADED) | StockNm |
| EOY Book Value | $25,278,271 | EOYBookValueAmt |
| EOYFMV | $34,364,639 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CAPITAL EXPENDITURES | $25,900 | $0 | $0 | $25,900 |
| COMMUNITY OUTREACH | $4,003 | $0 | $0 | $4,003 |
| DUES AND MEMBERSHIPS | $6,349 | $0 | $0 | $6,349 |
| INFORMATION TECHNOLOGY | $56,540 | $0 | $0 | $56,540 |
| MATERIAL PROCESSING | $746 | $0 | $0 | $746 |
| OPERATING SERVICES | $15,037 | $0 | $0 | $15,037 |
| PROGRAM EXPENSES | $3,329,170 | $0 | $0 | $3,329,170 |
| PROJECT EXPENSES | $63,129 | $0 | $0 | $63,129 |
| SUPPLIES | $111,460 | $0 | $0 | $111,460 |
| INSURANCE | $127,459 | $0 | $0 | $127,459 |
| TRUSTEE | $445 | $0 | $0 | $445 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIBRARY & MUSEUM | Desc |
| Revenue And Expenses Per Books | $6,664 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $6,664 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER | CategoryTxt |
| Amt | $6,626 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,626 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REAL ESTATE TAXES | $23,733 | $0 | $0 | $23,733 |
| PAYROLL TAXES | $91,671 | $0 | $0 | $91,671 |
| EXCISE TAX | $24,234 | $0 | $0 | $0 |