GRUNDY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GRUNDY FOUNDATION (EIN 23-1609243)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-27
- IRS object ID
- 201822709349100102
- Schema version
- 2017v2.3
- 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
- Schedule B
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-27T10:57:48-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER SOLOT | PreparerPersonNm |
| PTIN | P00749373 | PTIN |
| Phone | 2155677770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $65,421,223 | 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 | $34,786 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $967,788 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $967,788 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $282,502 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,917,551 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $282,502 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,055 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $17,055 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,302,131 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,250,290 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,055 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $340,069 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $103,064 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $237,004 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $902,189 | 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 | $902,189 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $218,225 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $218,225 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,055 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,055 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,638 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,638 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,210 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,210 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $108,827 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $99,827 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $192,086 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $192,086 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,181 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,181 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $427,569 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $427,569 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,212,049 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $103,064 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,099,984 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $254,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $254,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,466,149 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $103,064 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,354,084 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,164,018 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,147,226 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,055 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,643 | CashBOYAmt |
| Cash EOY | $143,309 | CashEOYAmt |
| Cash EOYFMV | $143,309 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $973,639 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,006,960 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,006,960 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,994,063 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,997,500 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,993,680 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $27,629,443 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,325,792 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,911,781 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,006,640 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,006,640 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,001,850 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,492,113 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,502,322 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,140,583 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,770,316 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $3,770,316 | LandBOYAmt |
| Land EOY | $3,770,316 | LandEOYAmt |
| Land EOYFMV | $19,223,060 | LandEOYFMVAmt |
| Total Assets BOY | $41,916,857 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,752,839 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,421,223 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $41,842,752 | UnrestrictedBOYAmt |
| Unrestricted EOY | $40,650,817 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $74,105 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $102,022 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,916,857 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,752,839 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,916,857 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,752,839 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,916,857 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,164,018 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $40,752,839 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,752,839 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25,000 SHS ARCONIC INC. | P | 2016-09-28 | 2017-06-28 | $573,880 | $537,190 | $36,690 | $36,690 |
| 1,250 SHS BIOVERATIV INC. | P | 2015-04-29 | 2017-04-05 | $67,523 | $76,815 | -$9,292 | -$9,292 |
| 7,500 SHS CHERVON CORPORATION | P | 2014-12-17 | 2017-07-26 | $792,833 | $782,741 | $10,092 | $10,092 |
| 10,000 SHS CLARCOR INC. | P | 2013-01-29 | 2017-02-28 | $830,000 | $506,445 | $323,555 | $323,555 |
| 20,000 SHS DEVON ENERGY CORPORATION | P | 2015-04-29 | 2017-05-31 | $680,119 | $1,362,794 | -$682,675 | -$682,675 |
| .64 SHS DOWDUPONT INC. | P | 2015-03-25 | 2017-09-18 | $45 | $34 | $11 | $11 |
| 5,000 SHS IBM CORPORATION | P | 2013-09-25 | 2017-05-31 | $761,509 | $857,791 | -$96,282 | -$96,282 |
| 25,000 SHS JPMORGAN CHASE & CO. | P | 2016-07-05 | 2017-12-01 | $625,000 | $651,748 | -$26,748 | -$26,748 |
| 2,000,000 SHS U.S. TREASURY NOTES 0.875% 11/30/17 | P | 2015-12-16 | 2017-11-30 | $2,000,000 | $1,996,563 | $3,437 | $3,437 |
| 10,000 SHS WALT DISNEY COMPANY | P | 2015-09-29 | 2017-09-28 | $987,277 | $959,872 | $27,405 | $27,405 |
| 20,000 SHS WESTERN DIGITAL CORP | P | 2016-03-30 | 2017-01-25 | $1,599,365 | $903,056 | $696,309 | $696,309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $282,502 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,311,329 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $38,846,143 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059500 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,212,142 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $40,833,557 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054175 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,352,715 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $42,423,999 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055457 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,237,174 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $39,757,619 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056270 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,383,534 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $37,936,134 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062830 | DistributionYr5Rt |
| Total Distribution | 0.288232 | TotalDistributionRt |
| Average Distribution | 0.057646 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $42,339,729 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,440,716 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,472 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,452,188 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,354,084 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,945 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,945 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,945 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,383 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,383 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,438 | OverpaymentAmt |
| Applied To ES Tax | $11,438 | 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 |
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 | $17,744 | $0 | $0 |
| THOMAS F PRAISS EA CFP AEP | ||||||||
| C/O THE GRUNDY FOUNDATIONS ADDRESS | BRISTOL | PA | 19007 | TRUSTEE | 0.50 | $17,744 | $0 | $0 |
| BONNIE J O'BOYLE | ||||||||
| C/O THE GRUNDY FOUNDATIONS ADDRESS | BRISTOL | PA | 19007 | TRUSTEE | 0.50 | $17,744 | $0 | $0 |
| PHILA TRUST CO CO DEAN A WALTERS | ||||||||
| C/O THE GRUNDY FOUNDATIONS ADDRESS | BRISTOL | PA | 19007 | TRUSTEE | 0.50 | $103,064 | $0 | $0 |
| EUGENE WILLIAMS ESQ | ||||||||
| C/O THE GRUNDY FOUNDATIONS ADDRESS | BRISTOL | PA | 19007 | EXECUTIVE DIRECTOR | 40.00 | $131,017 | $36,448 | $0 |
| CARL E WHITE | ||||||||
| C/O THE GRUNDY FOUNDATIONS ADDRESS | BRISTOL | PA | 19007 | TRUSTEE | 0.50 | $16,308 | $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 | $81,271 | $20,200 | $0 |
| STEVEN VITARELLI | ||||||||
| C/O THE ORGANIZATIONS ADDRESS | BRISTOL | PA | 19007 | TECHNOLOGY ADMINISTR | 40.00 | $62,590 | $27,234 | $0 |
| SHIRLEY HICKEY | ||||||||
| C/O THE ORGANIZATIONS ADDRESS | BRISTOL | PA | 19007 | YOUTH SERVICES COORD | 40.00 | $65,892 | $14,397 | $0 |
| GRETCHEN STALLONE | ||||||||
| C/O THE ORGANIZATIONS ADDRESS | BRISTOL | PA | 19007 | COMMUNITY SERVICES M | 40.00 | $61,467 | $6,488 | $0 |
| KEVIN FARLEY | ||||||||
| C/O THE ORGANIZATIONS ADDRESS | BRISTOL | PA | 19007 | PATROL SERVICES MANA | 40.00 | $50,833 | $9,836 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $2,099,984 | Expenses1Amt |
| Description2 | GRANTMAKING | Description2Txt |
| Expenses2 | $254,100 | 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 | $44,559,136 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $86,725 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,645,861 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,645,861 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,306,132 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,339,729 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,116,986 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,116,986 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,945 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,945 | TotalTaxAmt |
| Distributable Before Adj | $2,094,041 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,094,041 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,094,041 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,354,084 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,354,084 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,354,084 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,094,041 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $534,013 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $290,861 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $302,415 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $212,994 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $403,376 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,743,659 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,354,084 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,094,041 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $260,043 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,003,702 | 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 | $534,013 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,469,689 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $290,861 | ExcessFromYear4Amt |
| Excess From Year3 | $302,415 | ExcessFromYear3Amt |
| Excess From Year2 | $212,994 | ExcessFromYear2Amt |
| Excess From Year1 | $403,376 | ExcessFromYear1Amt |
| Excess From Current Year | $260,043 | 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BRISTOL BOROUGH | ||||||
| 250 POND STREET | BRISTOL | PA | 19007 | GOV | DOCK PROJECT | $60,000 |
| BRISTOL BOROUGH COMMUNITY ACTION GROUP | ||||||
| 567 LINDEN STREET | BRISTOL | PA | 19007 | 509(A)(1) | SUPPORT FOOD BANK | $1,000 |
| BRISTOL BOROUGH SCHOOL DISTRICT | ||||||
| 1776 FARRAGUT AVENUE | BRISTOL | PA | 19007 | GOV | DRAMA CLUB SUPPORT, LNS SCHOLARSHIP, CHROME BOOKS | $10,000 |
| BRISTOL RIVERSIDE THEATER COMPANY INC | ||||||
| PO BOX 1250 | BRISTOL | PA | 19007 | 509(A)(1) | SUPPORT 2017 SEASON | $90,000 |
| BUCKS COUNTY RESCUE SQUAD | ||||||
| PO BOX 211 | BRISTOL | PA | 19007 | 509(A)(1) | ANNUAL FUND DRIVE | $2,500 |
| YOUTH ORCHESTRA OF BUCKS COUNTY | ||||||
| 252 HOLLOW BRANCH LANE | YARDLEY | PA | 19067 | 509(A)(1) | STUDENT IN CONCERT PROGRAM | $5,000 |
| ADVOCATES FOR HOMELESS & THOSE IN NEED (AHTN) | ||||||
| PO BOX 194 | FAIRLESS HILLS | PA | 19030 | 509(A)(1) | THOSE IN NEED MISSION | $5,000 |
| BRISTOL FIRE COMPANY STATION 51 | ||||||
| 198 WOOD ST | BRISTOL | PA | 19007 | 509(A)(2) | BULLET PROOF VESTS | $3,100 |
| FRIENDS OF DELAWARE CANAL | ||||||
| 145 MAIN ST | NEW HOPE | PA | 18938 | 509(A)(1) | INTERPRETIVE SIGNS | $2,500 |
| LENAPE VALLEY FOUNDATION | ||||||
| 500 NORTH WEST STREET | DOYLESTOWN | PA | 18901 | 509(A)(2) | RESIDENTIAL MENTAL HEALTH CRISIS CENTER | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $254,100 | 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 | $17,055 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $967,788 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $282,502 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,250,290 | ExclusionAmt |
| Related Or Exempt Function Incm | $17,055 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,267,345 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| PA MANUFACTURERS ASSOCIATION | ||||||
| 1 | 225 STATE STREET | HARRISBURG | PA | 17101 | $6,215 | Yes (X) |
| BUCKS COUNTY CONVENTION & VISITORS BOARD | ||||||
| 2 | 2032 STREET ROAD | BENSALEM | PA | 19020 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDITING | CategoryTxt |
| Amt | $9,638 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,638 | 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 $2,306,132 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: $44,645,8612. 1.5% OF LINE 1: $669,6883. 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 $2,352,715 (2014), $2,237,174 (2015) AND $2,328,506 (2016) FOR AN AVERAGE OF $2,306,132 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS CORPORATE BONDS (PUBLICLY TRADED) | BondNm |
| EOY Book Value | $1,006,640 | EOYBookValueAmt |
| EOYFMV | $1,001,850 | EOYFMVAmt |
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 | $26,325,792 | EOYBookValueAmt |
| EOYFMV | $34,911,781 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,997,500 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,993,680 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VARIOUS MUTUAL FUNDS (PUBLICLY TRADED) | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $4,502,322 | BookValueAmt |
| EOYFMV | $5,140,583 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,055 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,055 | DisbursementsCharitablePrpsAmt |
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 | $28,674 | $0 | $0 | $28,674 |
| COMMUNITY OUTREACH | $8,499 | $0 | $0 | $8,499 |
| DUES AND MEMBERSHIPS | $5,923 | $0 | $0 | $5,923 |
| INFORMATION TECHNOLOGY | $43,632 | $0 | $0 | $43,632 |
| MATERIAL PROCESSING | $1,274 | $0 | $0 | $1,274 |
| OPERATING SERVICES | $13,015 | $0 | $0 | $13,015 |
| PROGRAM EXPENSES | $13,209 | $0 | $0 | $13,209 |
| PROJECT EXPENSES | $71,039 | $0 | $0 | $71,039 |
| SUPPLIES | $121,685 | $0 | $0 | $121,685 |
| INSURANCE | $120,371 | $0 | $0 | $120,371 |
| TRUSTEE | $248 | $0 | $0 | $248 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIBRARY & MUSEUM | Desc |
| Revenue And Expenses Per Books | $17,055 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $17,055 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER | CategoryTxt |
| Amt | $4,210 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,210 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $9,000 | $0 | $0 | $0 |
| REAL ESTATE TAXES | $23,538 | $0 | $0 | $23,538 |
| PAYROLL TAXES | $76,289 | $0 | $0 | $76,289 |