2015-10-19T12:43:03-05:00 2014-12-31 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990PF 2014-01-01 231609243 THE GRUNDY FOUNDATION GRUN 2157885460 680 RADCLIFFE STREET BRISTOL PA 19007 EUGENE WILLIAMS EXECUTIVE DIRECTOR 2157885460 2015-10-19 1 JENNIFER SOLOT P00749373 2155677770 2014 2016-02-25 16:41:14Z X 62017485 X 3219 X 1302634 1302634 2346744 15530478 2346744 20255 0 20255 3672852 3649378 20255 337178 104187 0 232991 902016 0 0 902016 300028 0 0 300028 550 0 0 550 8800 0 0 8800 2749 0 0 2749 83221 0 0 23282 203422 0 0 203422 14157 0 0 14157 498407 187 0 498220 2350528 104374 0 2186215 166500 166500 2517028 104374 0 2352715 1155824 3545004 20255 157237 157237 6103039 3287910 3287910 3807373 4540029 4608143 24623760 28515745 34920183 3161090 2350165 2348515 57682 57682 70531 3770316 3770316 3770316 16624966 41523260 42679084 62017485 0 0 X 41456966 42608221 66294 70863 41523260 42679084 41523260 42679084 41523260 1155824 0 42679084 0 42679084 SALE OF PUBLICLY TRADED SECURITIES - SHORT TERM 2014-12-31 4028862 3523198 505664 505664 SALE OF PUBLICLY TRADED SECURITIES - LONG TERM 2014-12-31 11501616 9660536 1841080 1841080 2346744 0 2237174 39757619 0.056270 2383534 37936134 0.062830 2207655 35547484 0.062104 2216299 35531674 0.062375 2481838 38120740 0.065105 0.308684 0.061737 42423999 2619130 35450 2654580 2352715 70900 0 70900 0 70900 41600 66000 107600 X 897 35803 35803 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 WWW.GRUNDYFOUNDATION.COM EXECUTIVE DIRECTOR 2157885460 C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FREDERICK JM LAVALLEY ESQ C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 17806 0 0 THOMAS F PRAISS EA CFP AEP C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL NJ 19007 TRUSTEE 0.50 17806 0 0 LEONARD N SNYDER C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 17806 0 0 BONNIE J O'BOYLE C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 17806 0 0 PHILA TRUST CO CO DEAN A WALTERS C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 104187 0 0 EUGENE WILLIAMS ESQ C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 EXECUTIVE DIRECTOR 40.00 131305 30462 0 DANA BARBER C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 LIBRARY ADMINISTRATO 40.00 77199 13308 0 MARY JANE MANNHERZ - RET123113 C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 LIBRARY DIRECTOR-SEV 40.00 82400 0 0 STEVEN VITARELLI C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 TECHNOLOGY ADMINISTR 40.00 58787 20638 0 JANE FRAZER C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 SUPPORT STAFF SERVIC 40.00 59146 9132 0 BIANCA DEMATTIA C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 COMMUNITY SERVICES M 40.00 58267 9104 0 0 NONE 0 MAINTENANCE OF LIBRARY AND MUSEUM 1598940 GRANTMAKING 166500 0 44655539 60002 0 44715541 0 0 44715541 2291542 42423999 2121200 2121200 70900 70900 2050300 0 2050300 0 2050300 2352715 0 2352715 0 2352715 2050300 0 0 583369 477247 475519 534013 290861 2361009 2352715 0 0 0 2050300 302415 0 0 2663424 0 0 0 0 0 0 583369 2080055 477247 475519 534013 290861 302415 X EUGENE WILLIAMS ESQ EXECUTIVE DIREC 680 RADCLIFFE STREET BRISTOL PA 19007 2157885460 THE GRUNDY FOUNDATION THOSE APPLYING FOR A GRANT FROM THE FOUNDATION SHOULD USE THE DELAWARE VALLEY GRANTMAKER COMMON GRANT APPLICATION FORM, WHICH CAN BE DOWNLOADED FROM THEIR WEBSITE AT HTTP://WWW.DVG.ORG/?PAGE=CGA. COMPLETED FORMS CAN BE MAILED, FAXED OR SENT ELECTRONICALLY. NONE GRANT GUIDELINES - CAN BE VIEWED FROM THE FOUNDATION'S WEBSITE AT HTTP://WWW.GRUNDYFOUNDATION.COM/NODE/9 BRISTOL BOROUGH SCHOOL DISTRICT 1776 FARRAGUT AVENUE BRISTOL PA 19007 509(A)(1) TO FUND THE SCIENCE KITS FOR GRADES K-6, DRAMA CLUB AND LNS SCHOLARSHIP. 24000 BRISTOL RIVERSIDE THEATRE INC PO BOX 1250 BRISTOL PA 19007 509(A)(1) TO FUND THE 2014 MAIN STAGE SEASON, CAMP ARTRAGEOUS AND ABC NIGHT IN BRISTOL. 117000 BSA CUP PACK 212 903 MERLIN STREET BRISTOL PA 19007 509(A)(1) TO FUND THE PURCHASE OF CAMPING TRAILER. 3000 UNITED WAY OF BUCKS COUNTY 413 HOOD BOULEVARD FAIRLESS HILLS PA 19030 509(A)(1) TO SUPPORT THE ANNUAL CAMPAIGN 2014. 20000 ATHN PO BOX 184 FAIRLESS HILLS PA 19030 509(A)(1) TO FUND THE PURCHASE OF BUS. 2500 166500 0 LIBRARY & MUSEUM 20255 14 1302634 18 2346744 0 3649378 20255 3669633 1A MISCELLANEOUS INCOME FROM THE MARGARET R. GRUNDY MEMORIAL LIBRARY WHICH EXISTS FOR CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL AND PUBLIC WORKS PROJECTS. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND AUDITING 8800 0 0 8800 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 $2,291,542 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: $44,715,5412. 1.5% OF LINE 1: $670,7333. 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 $2,230,274 (2011), $2,407,177 (2012) AND $2,237,174 (2013) FOR AN AVERAGE OF $2,291,542 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. VARIOUS CORPORATE BONDS (PUBLICLY TRADED) 2350165 2348515 VARIOUS CORPORATE STOCK (PUBLICLY TRADED) 28515745 34920183 4540029 4608143 0 0 VARIOUS MUTUAL FUNDS (PUBLICLY TRADED) FMV 57682 70531 LEGAL 550 0 0 550 ADMINISTRATIVE 1625 0 0 1625 CAPITAL EXPENDITURES 133949 0 0 133949 COMMUNITY OUTREACH 3548 0 0 3548 DUES AND MEMBERSHIPS 6502 0 0 6502 INFORMATION TECHNOLOGY 33219 0 0 33219 MATERIAL PROCESSING 1186 0 0 1186 OPERATING SERVICES 11932 0 0 11932 PROGRAM EXPENSES 7129 0 0 7129 PROJECT EXPENSES 89418 0 0 89418 SUPPLIES 103188 0 0 103188 INSURANCE 106524 0 0 106524 TRUSTEE 187 187 0 0 LIBRARY & MUSEUM 20255 20255 OTHER 2749 0 0 2749 EXCISE TAX 59939 0 0 0 REAL ESTATE TAXES 23282 0 0 23282