2013-11-07T09:07:00-06:00 2012-12-31 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990PF 2012-01-01 231609243 THE GRUNDY FOUNDATION GRUN 2157885460 680 RADCLIFFE STREET BRISTOL PA 19007 EUGENE WILLIAMS 2157885460 2013-10-25 1 JENNIFER SOLOT CPA P00749373 2155677770 2012 2016-02-25 16:41:14Z X 56658631 X 133 X 930566 930566 -41293 1529642 17722569 1529642 32113 0 32113 2492454 2460208 32113 274665 82400 0 192265 842462 0 0 842462 324990 0 0 324990 64880 0 0 64880 12965 0 0 12965 16051 13500 0 2551 42387 0 0 19690 205531 0 0 205531 17876 0 0 17876 503422 0 0 503422 2305229 95900 0 2186632 220545 220545 2525774 95900 0 2407177 -33320 2364308 32113 1550753 7825213 7825213 618406 5063153 5419062 9391167 14169257 15940140 8971132 3467143 3539386 17338641 7312013 7309864 3770316 3770316 3770316 16624966 41640415 41607095 56658631 0 0 X 41640415 41607095 41640415 41607095 41640415 41607095 41640415 -33320 0 41607095 0 41607095 SALES OF PUBLICLY TRADED SECURITIES 17575817 16192927 1382890 1382890 CAPITAL GAINS DIVIDENDS P 146752 146752 146752 1529642 0 2207655 35547484 0.062104 2216299 35531674 0.062375 2481838 38120740 0.065105 2751947 45849427 0.060021 2572920 40577655 0.063407 0.313012 0.062602 37936134 2374878 23643 2398521 2407177 X 23643 0 23643 0 23643 34419 34419 10776 10776 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 MORGAN LEWIS BOCKIUS 1701 MARKET STREET PHILADELPHIA PA 19103 1.00 15964 0 0 THOMAS F PRAISS EA CFP AEP PO BOX 348 COLLINGSWOOD NJ 08108 1.00 15964 0 0 LEONARD N SNYDER PO BOX 577 BRISTOL PA 19007 1.00 15963 0 0 BONNIE J O'BOYLE 14 GARDEN PATH DOYLESTOWN PA 18901 1.00 15963 0 0 PHILA TRUST CO CO DEAN A WALTERS 1760 MARKET STREET PHILADELPHIA PA 19603 1.00 58090 0 0 WELLS FARGO BANK 123 S BROAD STREET PHILADELPHIA PA 19109 40.00 19144 0 0 EUGENE WILLIAMS ESQ THE GRUNDY FOUNDATION 680 RADCLIFFE STREET BRISTOL PA 19007 40.00 121434 12143 0 MARY JANE MANNHERZ 680 RADCLIFFE STREET BRISTOL PA 19007 40.00 80779 8078 0 DANA BARBER 680 RADCLIFFE STREET BRISTOL PA 19007 40.00 66450 6645 0 STEVEN VITARELLI 680 RADCLIFFE STREET BRISTOL PA 19007 40.00 59433 5943 0 SHIRLEY HICKEY 680 RADCLIFFE STREET BRISTOL PA 19007 40.00 56594 5649 0 JANE FRAZER 680 RADCLIFFE STREET BRISTOL PA 19007 40.00 50822 5082 0 0 NONE 0 MAINTENANCE OF LIBRARY AND MUSEUM 1331968 GRANTMAKING 220545 0 36637557 3608047 0 40245604 0 0 40245604 2309470 37936134 1896807 1896807 23643 23643 1873164 0 1873164 0 1873164 2407177 0 2407177 23643 2383534 1873164 0 0 658729 491842 583369 477247 475519 2686706 2407177 0 0 0 1873164 534013 0 0 3220719 0 0 0 0 0 0 658729 2561990 491842 583369 477247 475519 534013 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) GRADES K-6 SCIENCE KITS & 8TH GRADE TRIP TO U OF PA MUSEUM OF ARCHEOLOGY & ANTHROPOLOGY 15000 BRISTOL CULTURAL & HISTORIC FOUNDATION 321 CEDAR STREET BRISTOL PA 19007 509(A)(1) SUPPORT HISTORIC BRISTOL DAY 2000 BRISTOL RIVERSIDE THEATRE CO INC PO BOX 1250 BRISTOL PA 19007 509(A)(1) 2012 MAIN STAGE SEASON 100545 BUCKS COUNTY COMMUNITY COLLEGE FOUNDATION 275 SWAMP ROAD NEWTOWN PA 18940 509(A)(1) ART GALLERY CONSTRUCTION 2000 BUCKS COUNTY RESCUE SQUAD PO BOX 211 BRISTOL PA 19007 509(A)(1) ANNUAL CAMPAIGN 2012 1000 BUCKS COUNTY SPCA PO BOX 277 BRISTOL PA 19007 509(A)(1) CAPITAL CAMPAIGN - MULTI YEAR GRANT (PRE-PAYMENT OF 2013 & 2014) 3000 CHRISTINE M MCCAFFREY COMMUNITY EMERGENCY FUND THE 2203 CABOT BOULEVARD WEST LANGHORNE PA 19047 509(A)(1) IN MEMORY OF FRED ALLAN 1000 HULMEVILLE GARDEN CLUB 2 BEAVER STREET HULMEVILLE PA 19047 509(A)(1) LANDSCAPING SCHOLARSHIPS 2000 JAMES A MICHENER ART MUSEUM 138 SOUTH PINE STREET DOYLESTOWN PA 18901 509(A)(1) B. KATSIFF ENDOWMENT 3000 LIBERTAE INCORPORATED 4245 BENSALEM BOULEVARD BENSALEM PA 19020 509(A)(1) BOILER REPLACEMENT 5000 NETWORK OF VICTIM ASSISTANCE IN BUCKS COUNTY 2370 YORK ROAD SUITE B1 JAMISON PA 19020 509(A)(1) NEW HEAT PUMPS 8000 PLANNED PARENTHOOD ASSOC OF BUCKS COUNTY 610 LOUIS DRIVE WARMINSTER PA 18974 509(A)(1) CAPITAL IMPROVEMENT - ELECTRICAL WIRING FOR ELECTRONIC RECORDS 3000 FRIENDS OF SILVER LAKE NATURE CENTER 1306 BATH ROAD BRISTOL PA 19007 509(A)(1) EARTHSHIP PROJECT 2000 UNITED WAY OF BUCKS COUNTY 413 HOOD BOULEVARD FAIRLESS HILLS PA 19030 509(A)(1) ANNUAL CAMPAIGN 2012 70000 WASHINGTON SQUARE WEST CIVIC ASSOCIATION 214 SOUTH 11TH STREET PHILADELPHIA PA 19107 509(A)(1) STREET CLEANING PROJECT 1500 WEST WASHINGTON SQUARE HISTORIC DISTRICT PO BOX 36811 PHILADELPHIA PA 19107 509(A)(1) TREE PROJECT 1500 220545 0 LIBRARY & MUSEUM 22311 14 930566 16 -41293 18 1529642 INSURANCE 01 9802 0 2428717 22311 2451028 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 12965 0 0 12965 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 $2,309,470 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: $40,245,6042. 1.5% OF LINE 1: $603,6843. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT IN LINE 2: FOR THE PART THREEE YEARS THA FOUNDATION HAS INCURRED EXPENDITURES FOR CHAITABLE PURPPOSES OF $2,216,299 (2009), $2,481,838 (2010) AND $2,230,274 (2011) FOR AN AVERAGE OF $2,309,470 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. VARIOUS CORPORATE BONDS (PUBLICLY TRADED) 3467143 3539386 VARIOUS CORPORATE STOCK (PUBLICLY TRADED) 14169257 15940140 5063153 5419062 0 0 VARIOUS MUTUAL FUNDS (PUBLICLY TRADED) FMV 7312013 7309864 LEGAL 64880 0 0 64880 ADMINISTRATIVE 9046 0 0 9046 CAPITAL EXPENDITURES 90562 0 0 90562 COMMUNITY OUTREACH 1688 0 0 1688 DUES AND MEMBERSHIPS 5961 0 0 5961 INFORMATION TECHNOLOGY 42141 0 0 42141 MATERIAL PROCESSING 1279 0 0 1279 OPERATING SERVICES 13126 0 0 13126 PROGRAM EXPENSES 6955 0 0 6955 PROJECT EXPENSES 96058 0 0 96058 SUPPLIES 134722 0 0 134722 INSURANCE 101884 0 0 101884 LIBRARY & MUSEUM 22311 22311 INSURANCE 9802 9802 INVESTMENT MANAGEMENT 16051 13500 0 2551 EXCISE TAX 42387 0 0 19690