2014-11-04T14:55:07-06:00 2013-12-31 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990PF 2013-01-01 231609243 THE GRUNDY FOUNDATION GRUN 2157885460 680 RADCLIFFE STREET BRISTOL PA 19007 EUGENE WILLIAMS EXECUTIVE DIRECTOR 2157885460 2014-11-04 1 JENNIFER SOLOT CPA P00749373 2155677770 2013 2015-12-30 17:16:21Z X 60918312 X 858 X 913550 913550 1262441 15698338 1262441 21748 0 21748 2198597 2175991 21748 318933 97582 0 221351 848018 0 0 848018 307217 0 0 307217 15816 0 0 15816 9375 0 0 9375 2736 0 0 2736 35601 0 0 22697 199158 0 0 199158 20001 0 0 20001 447305 0 0 447305 2204160 97582 0 2093674 143500 143500 2347660 97582 0 2237174 -149063 2078409 21748 7825213 6103039 6103039 5063153 3807373 3981636 14169257 24623760 30954740 3467143 3161090 3190552 7312013 57682 63379 3770316 3770316 3770316 16624966 41607095 41523260 60918312 0 0 X 41607095 41456966 66294 41607095 41523260 41607095 41523260 41607095 -149063 65228 41523260 0 41523260 SALES OF PUBLICLY TRADED SECURITIES-SHORT TERM P 4756823 4122090 634733 634733 SALES OF PUBLICLY TRADED SECURITIES-LONG TERM P 10933126 10313807 619319 619319 CAPITAL GAINS DIVIDENDS P 8389 8389 8389 1262441 0 2383534 37936134 0.062830 2207655 35547484 0.062104 2216299 35531674 0.062375 2481838 38120740 0.065105 2751947 45849427 0.060021 0.312435 0.062487 39757619 2484334 20784 2505118 2237174 41568 0 41568 0 41568 23680 27400 51080 X 451 9061 9061 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 1.00 16753 0 0 THOMAS F PRAISS EA CFP AEP C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL NJ 19007 TRUSTEE 1.00 16753 0 0 LEONARD N SNYDER C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 1.00 16753 0 0 BONNIE J O'BOYLE C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 1.00 16753 0 0 PHILA TRUST CO CO DEAN A WALTERS C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 1.00 97582 0 0 EUGENE WILLIAMS ESQ C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 EXECUTIVE DIRECTOR 40.00 127195 27144 0 MARY JANE MANNHERZ C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 LIBRARY DIRECTOR 40.00 89614 14902 0 SHIRLEY HICKEY C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 YOUTH SERVICES COORD 40.00 59386 17697 0 DANA BARBER C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 ASSOCIATE LIBRARY DI 40.00 69952 6995 0 STEVEN VITARELLI C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 TECHNOLOGY DIRECTOR 40.00 56682 20093 0 JANE FRAZER C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 SUPPORT SERVICES & D 40.00 53016 11243 0 0 NONE 0 MAINTENANCE OF LIBRARY AND MUSEUM 1293601 GRANTMAKING 143500 0 35531617 6599098 0 42130715 0 0 42130715 2373096 39757619 1987881 1987881 41568 41568 1946313 0 1946313 0 1946313 2237174 0 2237174 0 2237174 1946313 0 0 491842 583369 477247 475519 534013 2561990 2237174 0 0 0 1946313 290861 0 0 2852851 0 0 0 0 0 0 491842 2361009 583369 477247 475519 534013 290861 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 AND LNS SCHOLARSHIP. 23500 BRISTOL RIVERSIDE THEATRE INC PO BOX 1250 BRISTOL PA 19007 509(A)(1) TO FUND THE 2013 MAIN STAGE SEASON. 90000 DELAWARE AND LEHIGH NATIONAL HERITAGE CORRIDOR 2750 HUGH MOORE PARK ROAD EASTON PA 18042 509(A)(1) TO FUND THE MITCHENER SIGNAGE. 10000 UNITED WAY OF BUCKS COUNTY 413 HOOD BOULEVARD FAIRLESS HILLS PA 19030 509(A)(1) TO SUPPORT THE ANNUAL CAMPAIGN 2013. 20000 143500 0 LIBRARY & MUSEUM 21748 14 913550 18 1262441 0 2175991 21748 2197739 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 9375 0 0 9375 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 $2,373,096 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: $42,130,7152. 1.5% OF LINE 1: $631,9613. 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 $2,481,838 (2010), $2,230,274 (2011) AND $2,407,177 (2012) FOR AN AVERAGE OF $2,273,096 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. VARIOUS CORPORATE BONDS (PUBLICLY TRADED) 3161090 3190552 VARIOUS CORPORATE STOCK (PUBLICLY TRADED) 24623760 30954740 3807373 3981636 0 0 VARIOUS MUTUAL FUNDS (PUBLICLY TRADED) FMV 57682 63379 LEGAL 15816 0 0 15816 ADMINISTRATIVE 16103 0 0 16103 CAPITAL EXPENDITURES 151324 0 0 151324 COMMUNITY OUTREACH 1406 0 0 1406 DUES AND MEMBERSHIPS 6339 0 0 6339 INFORMATION TECHNOLOGY 34854 0 0 34854 MATERIAL PROCESSING 1373 0 0 1373 OPERATING SERVICES 13126 0 0 13126 PROGRAM EXPENSES 6228 0 0 6228 PROJECT EXPENSES 18486 0 0 18486 SUPPLIES 93748 0 0 93748 INSURANCE 104318 0 0 104318 LIBRARY & MUSEUM 21748 21748 PRIOR PERIOD ADJUSTMENT-CONTRIBUTIONS 65228 OTHER 2736 0 0 2736 EXCISE TAX 12904 0 0 0 REAL ESTATE TAXES 22697 0 0 22697