STRATEGY STUDIO / PUBLIC DATA EXPLORER

GRUNDY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
GRUNDY FOUNDATION (EIN 23-1609243)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-10-28
IRS object ID
201103019349100605
Schema version
2010v3.4
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-10-28T13:53:22-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MORISON COGEN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1150 MONUMENT RD - SUITE 500AddressLine1
CityBALA CYNWYDCity
StatePAState
ZIP Code19004ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN231609243EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE GRUNDY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlGRUNNameControl
Phone2157885460Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1680 RADCLIFFE STREETAddressLine1
CityBRISTOLCity
StatePAState
ZIP Code19007ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameEUGENE WILLIAMSName
TitleEXECUTIVE DIRECTORTitle
Phone2157885460Phone
Date Signed2011-10-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOSEPH M KISTNER CPAName
Phone2674403000Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Exempt PFXExemptPF
FMV Assets EOY55557415FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss936849DividendsRevAndExpnss
Dividends Net Invst Incm936849DividendsNetInvstIncm
Net Rental Income Or Loss-45433NetRentalIncomeOrLoss
Net Gain Sale Assets Rev And Expnss1020033NetGainSaleAssetsRevAndExpnss
Gross Sales Price9721129GrossSalesPrice
Capital Gain Net Incm Net Invst Incm1020033CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss49463OtherIncomeRevAndExpnss
Other Income Net Invst Incm22830OtherIncomeNetInvstIncm
Other Income Adj Net Incm26633OtherIncomeAdjNetIncm
Total Revenue And Expenses2006345TotalRevenueAndExpenses
Total Net Investment Income1979712TotalNetInvestmentIncome
Total Adjusted Net Income26633TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss274599CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm85126CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm0CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps189473CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss1085141OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm0OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Adj Net Incm0OthEmplSlrsWgsAdjNetIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps1085141OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss116418PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm0PensionEmplBnftNetInvstIncm
Pension Empl Bnft Adj Net Incm0PensionEmplBnftAdjNetIncm
Pension Empl Bnft Dsbrs Chrtbl Prps116418PensionEmplBnftDsbrsChrtblPrps
Legal Fees Rev And Expnss12000LegalFeesRevAndExpnss
Legal Fees Net Invst Incm0LegalFeesNetInvstIncm
Legal Fees Adj Net Incm0LegalFeesAdjNetIncm
Legal Fees Dsbrs Chrtbl Prps12000LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss12600AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps12600AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss20495OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm18000OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm0OtherProfFeesAdjNetIncm
Other Prof Fees Dsbrs Chrtbl Prps2495OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss44336TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Adj Net Incm0TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps21202TaxesDsbrsChrtblPrps
Occupancy Rev And Expnss69533OccupancyRevAndExpnss
Occupancy Net Invst Incm0OccupancyNetInvstIncm
Occupancy Adj Net Incm0OccupancyAdjNetIncm
Occupancy Dsbrs Chrtbl Prps69533OccupancyDsbrsChrtblPrps
Printing And Pub Rev And Expnss10511PrintingAndPubRevAndExpnss
Printing And Pub Net Invst Incm0PrintingAndPubNetInvstIncm
Printing And Pub Adj Net Incm0PrintingAndPubAdjNetIncm
Printing And Pub Dsbrs Chrtbl Prps10511PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss494726OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm0OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps494726OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss2140359TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm103126TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps2014099TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss202200ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps202200ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss2342559TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm103126TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps2216299TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-336214ExcessOfRevenueOverExpenses
Net Investment Income1876586NetInvestmentIncome
Adjusted Net Income26633AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY8832756SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY3433352SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV3433352SavingsAndTempCashInvstEOYFMV
Land Building And Equipment Basis3770316LandBuildingAndEquipmentBasis
Land Building And Equipment BOY3770316LandBuildingAndEquipmentBOY
Land Building And Equipment EOY3770316LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV13996412LandBuildingAndEquipmentEOYFMV
Other Assets BOY29346362OtherAssetsBOY
Other Assets EOY34409552OtherAssetsEOY
Other Assets EOYFMV38127651OtherAssetsEOYFMV
Total Assets BOY41949434TotalAssetsBOY
Total Assets EOY41613220TotalAssetsEOY
Total Assets EOYFMV55557415TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY57803438CapitalStockBOY
Capital Stock EOY57803438CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY-15854004RetainedEarningsBOY
Retained Earnings EOY-16190218RetainedEarningsEOY
Total Net Assets BOY41949434TotalNetAssetsBOY
Total Net Assets EOY41613220TotalNetAssetsEOY
Total Liabilities Net Assets BOY41949434TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY41613220TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY41949434TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-336214ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal41613220Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY41613220TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (51 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
4,000 SHS AUTOMATIC DATA PROCESSING INC STOCKP2010-02-222010-09-21165991167308-1317-1317
5,675 SHS BAXTER INTERNATIONAL INC STOCKP2009-03-152010-08-10262559295228-32669-32669
5,325 SHS BRISTOL-MYERS SQUIBB COMPANY STOCKP2009-03-152010-01-191332831171741610916109
3,500 SHS CISCO SYSTEMS INC STOCKP2009-06-232010-04-2894639643363030330303
500,000 SHS FEDERAL HOME LINE MORTGAGE CORP BONDP2009-03-202010-04-0250000050000000
400,000 SHS FEDERAL FARM CREDIT BANK BONDP2009-06-012010-05-1940000039413158695869
500,000 SHS FEDERAL HOME LINE MORTGAGE CORP BONDP2007-11-072010-03-17500000501805-1805-1805
500,000 SHS FEDERAL HOME LINE MORTGAGE CORP BONDP2007-11-072010-10-22500000501080-1080-1080
1,782 SHS FRONTIER COMMUNICATIONS CORPORATIONP2009-03-162010-07-091308113117-36-36
.295 SHS FRONTIER COMMUNICATIONS CORPORATIONP2009-03-162010-07-212200
2,350 SHSGAP INC STOCKP2010-03-312010-04-2859713295453016830168
5,000 SHS GAP INC STOCKP2009-03-312010-06-2997748628613488734887
4,000 SHS GAP INC STOCKP2009-03-312010-12-2785359502893507035070
1,250 SHS GOLDMAN SACHS GROUP INC STOCKP2010-04-152010-11-052128361856982713827138
1,800 SHS HEWLETT PACKARD COMPANY STOCKP2009-05-212010-01-1993707612543245332453
1,000 SHS HEWLETT PACKARD COMPANY STOCKP2009-05-212010-04-2853229340301919919199
2,500 SHS HOME DEPOT INC STOCKP2009-05-212010-04-2888149580763007330073
3,275 SHS INTEL CORP STOCKP2009-03-312010-01-1968480496701881018810
3,000 SHS INTEL CORP STOCKP2009-03-312010-04-2869240455002374023740
1,225 SHS JOHNSON & JOHNSON STOCKP2009-03-162010-12-0176463623281413514135
2,175 SHS KELLOGG COMPANY STOCKP2009-03-312010-01-19118253797313852238522
4,000 SHS KELLOGG COMPANY STOCKP2009-03-312010-07-092067751466326014360143
3,000 SHS KIMBERLY CLARK CORP STOCKP2010-02-222010-08-101982691800451822418224
500 SHS L-3 COMMUNICATIONS CORP STOCKP2009-10-302010-04-2847044365081053610536
5,800 SHS ELI LILLY & COMPANY STOCKP2009-05-212010-01-1920908720017089178917
4,300 SHS MARATHON OIL CORP STOCKP2009-03-162010-01-191351901057352945529455
4,300 SHSMARATHON OIL CORP STOCKP2009-03-162010-09-211380941057353235932359
3,500 SHS MICROSOFT CORP STOCKP2009-03-162010-01-19107274572864998849988
8,500 SHS NYSE EURONEXT INC STOCKP2009-06-232010-08-102609262213253960139601
1,875 SHS NIKE INC CLASS B STOCKP2009-03-312010-04-28144861864415842058420
2,000 SHS NIKE INC CLASS B STOCKP2009-03-312010-06-29135118922034291542915
1,500 SHS PRAXAIR INC STOCKP2010-01-072010-04-2812578812141643724372
2,200 SHS PRAXAIR INC STOCKP2009-09-152010-06-08163705176157-12452-12452
48,004 SHS T ROWE PRICE MID-CAP VALUE FUND # 115P2006-12-152010-03-1210388089508138799587995
DORCHESTER CAPITAL INTERNATIONAL FUNDP2007-10-302010-03-0213664891402440-35951-35951
SELECTINVEST INSTITUTIONAL ARVP2007-10-302010-01-2199000113072-14072-14072
SELECTINVEST INSTITUTIONAL ARVP2007-10-302010-04-207220081419-9219-9219
4,000 SHS SEALED AIR CORP STOCKP2009-10-302010-05-12852947897563196319
1,300 SHS UNITED TECHNOLOGIES CORP STOCKP2009-05-212010-06-2984213656331858018580
275,000 SHS WALMART STORES STORES INC BONDP2007-11-072010-08-15275000277384-2384-2384
275,000 SHS WELLS FARGO & COMPANY BONDP2007-11-072010-06-2128704227837786658665
2,125 SHS ACCENTURE PLC CLASS A STOCKP2009-03-162010-01-1990226639892623726237
5,000 SHS ACCENTURE PLC CLASS A STOCKP2009-03-162010-03-222108611505646029760297
1,000 SHS COVIDIEN PLC STOCKP2009-08-182010-04-28475593893786228622
4,000 SHS COVIDIEN PLC STOCKP2009-08-152010-10-2115994615625936873687
3,500 SHS NOBLE CORP STOCKP2009-03-162010-01-19152808851226768667686
1,000 SHS NOBLE CORP STOCKP2009-03-162010-04-2841785243211746417464
1,750 SHS NOBLE CORP STOCKP2009-03-162010-05-1264205425612164421644
2,500 SHS NOBLE CORP STOCKP2009-03-162010-12-1086649608012584825848
SELECTINVEST INSTITUTIONAL ARVP2007-10-302010-07-012350027613-4113-4113
CAPITAL GAINS DIVIDENDSP706817068170681
FieldValueIRS element (for citing)
Capital Gain Net Income1020033CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year12481838QualifyingDistributionsYear1
Noncharitable Assets Year138120740NoncharitableAssetsYear1
Distribution Ratio Year10.065105DistributionRatioYear1
Qualifying Distributions Year22751947QualifyingDistributionsYear2
Noncharitable Assets Year245849427NoncharitableAssetsYear2
Distribution Ratio Year20.060021DistributionRatioYear2
Qualifying Distributions Year32572920QualifyingDistributionsYear3
Noncharitable Assets Year340577655NoncharitableAssetsYear3
Distribution Ratio Year30.063407DistributionRatioYear3
Qualifying Distributions Year42656871QualifyingDistributionsYear4
Noncharitable Assets Year444743583NoncharitableAssetsYear4
Distribution Ratio Year40.059380DistributionRatioYear4
Qualifying Distributions Year53137221QualifyingDistributionsYear5
Noncharitable Assets Year547241953NoncharitableAssetsYear5
Distribution Ratio Year50.066408DistributionRatioYear5
Total Distribution Ratio0.314321TotalDistributionRatio
Average Distribution Ratio0.062864AverageDistributionRatio
Net Noncharitable Assets35531674NetNoncharitableAssets
Adjusted Noncharitable Assets2233663AdjustedNoncharitableAssets
One Percent Net Investment Income18766OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One2252429AdjNonchrtblAssetsAndOnePct
Qualifying Distributions2216299QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax37532InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal37532Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income37532TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment47966EstTaxPaymentsAndOverpayment
Total Credits And Payments47966TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Overpayment10434Overpayment
Amount Credited To Next Year10434AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithPAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameGENE WILLIAMSBooksInCareOfPersonName
Books In Care Of Phone Number2157885460BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1680 RADCLIFFE STREETAddressLine1
CityBRISTOLCity
StatePAState
ZIP Code19007ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowancesAddress Line2USAddress/AddressLine2
LEONARD SNYDER
PO BOX 577BRISTOLPA19007TRUSTEE1.001595300
THOMAS PRAISS
PO BOX 348COLLINGSWOODNJ08108TRUSTEE1.001595300
FREDERICK JM LAVALLEY
MORGAN LEWIS BOCKIUS LLP 1701PHILADELPHIAPA19103TRUSTEE1.001595400MARKET STREET
WELLS FARGO BANK - DOMINIC CLEMENTE
123 S BROAD STREETPHILADELPHIAPA19109TRUSTEE1.009465800
EUGENE WILLIAMS
THE GRUNDY FOUNDATION PO BOX 701BRISTOLPA19007EXECUTIVE DIRECTOR40.00116128284710680 RADCLIFFE STREET
BONNIE O'BOYLE
14 GARDEN PATHDOYLESTOWNPA18901TRUSTEE1.001595300

Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (4 entries)

NameNameAddress Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAverage Hours Per WeekAverageHoursPerWeekCompensationCompensationEmployee BenefitsEmployeeBenefitsExpense AccountExpenseAccount
MARY JANE MANNHERZ680 RADCLIFFE STBRISTOLPA19007LIBRARIAN40.0079164173640
STEVE VITARELLI680 RADCLIFFE STBRISTOLPA19007IT DIRECTOR40.0058246221060
SHIRLEY HICKEY680 RADCLIFFE STBRISTOLPA19007DIR CHILDREN SRV40.0055463127500
DANA BARBER680 RADCLIFFE STBRISTOLPA19007DIR. ADULT SERV40.005512663980
FieldValueIRS element (for citing)
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1MAINTENANCE OF LIBRARY AND MUSEUMDescription1
Expenses11351184Expenses1
Description2GRANT DISBURSEMENTSDescription2
Expenses2202200Expenses2

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1NONEDescription1
Amount10Amount1
All Oth Prog Rltd Investments Total0AllOthProgRltdInvestmentsTotal
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities32011405AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances6003630AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets38015035TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets38015035AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable2483361CashDeemedCharitable
Net Noncharitable Assets35531674NetNoncharitableAssets
Minimum Investment Return1776584MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1776584MinimumInvestmentReturn
Tax Based On Investment Income37532TaxBasedOnInvestmentIncome
Total Tax37532TotalTax
Distributable Amount Before Adj1739052DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded1739052DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted1739052DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions2216299ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions2216299QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions2216299AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1739052DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5795073ExcessDistriCarryoverYear5
Excess Distri Carryover Year4511172ExcessDistriCarryoverYear4
Excess Distri Carryover Year3658729ExcessDistriCarryoverYear3
Excess Distri Carryover Year2491842ExcessDistriCarryoverYear2
Excess Distri Carryover Year1583369ExcessDistriCarryoverYear1
Total Excess Distri Carryover3040185TotalExcessDistriCarryover
Qualifying Distributions2216299QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1739052AppliedToCurrentYear
Remaining Distri From Corpus477247RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus3517432TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5795073ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year2722359ExcessDistriCyovToNextYear
Excess From Year4511172ExcessFromYear4
Excess From Year3658729ExcessFromYear3
Excess From Year2491842ExcessFromYear2
Excess From Year1583369ExcessFromYear1
Excess From Current Year477247ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameEUGENE WILLIAMS ESQRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 701AddressLine1
CityBRISTOLCity
StatePAState
ZIP Code19007ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2157885460RecipientPhoneNumber
Form And Info And MaterialsNO SPECIFIC REQUIREMENTSFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMERICAN RED CROSS
1909 VETERANS HIGHWAYLEVITTOWNPA19056PURCHASE OF VAN & REPAIRS/MAINTENANCE FUND$11,000
ANIMAL LIFELINE
1111 EASTON ROAD-SUITE 24WARRINGTONPA18976MEDICAL CARE FOR ANIMALS$1,000
BARC
PO BOX 470DOYLESTOWNPA18901RENOVATIONS TO QUAKERTOWN JOB SITE$7,500
BOY SCOUTS OF AMERICA
ONE SCOUT WAYDOYLESTOWNPA18901TENTS AND EQUIPMENT$2,250
BRISTOL BOROUGH RECREATION AUTHORITY
475 BEAVER STREETBRISTOLPA19007MURAL FOR EXTERIOR OF SKATING RINK$5,000
BRISTOL RIVERSIDE THEATER COMPANY INC
PO BOX 1250BRISTOLPA19007SUPPORT 2010 SEASON$100,871
BRISTOL RIVERSIDE THEATER COMPANY INC
PO BOX 1250BRISTOLPA19008EMERGENCY OPERATING GRANT (2 YEAR $50,000 GRANT)$25,000
BRISTOL RIVERSIDE THEATER COMPANY INC
PO BOX 1250BRISTOLPA19007PRE-PAY PORTION OF 2011 EMERGENCY GRANT$13,079
BRISTOL SENIOR ATHLETIC ASSOCIATION
PO BOX 31BRISTOLPA19007PRE-PAY PORTION OF 2011 GRANT$1,000
BUCKS COUNTY COMMUNITY COLLEGE FOUND
275 SWAMP ROADNEWTOWNPA18940"SHOW SOME HEART" EXHIBIT$1,500
FRIENDS OF LOUIS KAHN PARK
PINE 11TH STREETSPHILADELPHIAPA19107GENERAL OPERATING SUPPORT AND ENDOWMENT$500
FRIENDS OF SILVER LAKE NATURE CENTER
1306 BATH ROADBRISTOLPA19007SILVER LAKE GREEN FEST$3,000
GOAL (GREENBELT OVERHAUL ALLIANCE OF LEVITTOWN)
6 FREEDOM LANELEVITTOWNPA19055CLEANUP GREENWAYS AND WATERWAYS$2,000
HISTORIC FALLSINGTON
4 YARDLEY AVENUEFALLSINGTOPA19054ROOF REPLACEMENT AT SCHOOLMASTER'S HOUSE$7,000
HULMEVILLE GARDEN CLUB
2 BEAVER STREETHULMEVILLEPA19047LANDSCAPE SCHOLARSHIPS$1,000
LASPCA
1700 MARDI GRAS BLVDNEW ORLEANSPA70114CARE OF ANIMALS AFFECTED BY BP OIL SPILL$1,000
LANGHORNE PLAYERS
PO BOX 643NEWTOWNPA18940STRUCTURAL REPAIRS TO FRONT PORCH$7,500
LOWER BUCKS FAMILY YMCA
601 SOUTH OXFORD VALLEY ROADFAIRLESS HILLSPA19030SUMMER DAY CAMP PROGRAMS FOR BRISTOL BOROUGH CHILDREN$5,000
MORRIS ANIMAL REFUGE
1242 LOMBARD STREETPHILADELPHIAPA19147GENERAL OPERATING SUPPORT$500
WASHINGTON CROSSING FOUNDATION
6934 RADCLIFFE STREETBRISTOLPA19007FUNDRAISING CONCERT$3,500
WASHINGTON SQUARE TRUST
PO BOX 36811PHILADELPHIAPA19107STREET CLEANING PROJECT$1,000
WEST WASHINGTON SQUARE HISTORIC DISTRICT
PO BOX 36811PHILADELPHIAPA19107TREE PROJECT$2,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year202200TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Program Service Revenue Part VII ProgramServiceRevenuePartVII

FieldValueIRS element (for citing)
DescriptionLIBRARY INCOMEDescription
Related Or Exempt Function Income26633RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$936,849ExclusionAmount

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion Code16ExclusionCode
Exclusion-$45,433ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$1,020,033ExclusionAmount

Other Revenue Described OtherRevenueDescribed (2 entries)

DescriptionDescriptionExclusion CodeExclusionCodeExclusionExclusionAmount
CLASS ACTION SETTLEMENTS01$19,458
TRUST INCOME01$3,372

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$1,934,279ExclusionAmount
Related Or Exempt Function Income26633RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA1960912TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number1ALineNumber
Relationship StatementMISCELLANEOUS INCOME FROM THE MARGARET R. GRUNDY MEMORIAL LIBRARY WHICH EXISTS FOR CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL AND PUBLIC WORKS PROJECT.RelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING & CONSULTINGCategory
Amount$12,600Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps12600DisbursementsCharitablePrps

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

FieldValueIRS element (for citing)
DescriptionNONEDescription
Amount$0Amount

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

FieldValueIRS element (for citing)
ExplanationIN 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 $2,483,361 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 NONCHARITABLE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT.1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE ASSETS: $32,011,4052. 1.5% OF LINE 1: $480,1713. 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 $2,216,299, $2,481,838 AND $2,751,947 FOR AN AVERAGE OF $2,483,361 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES.Explanation

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGALCategory
Amount$12,000Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps12000DisbursementsCharitablePrps

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (85 entries)

DescriptionDescriptionBOY Book ValueBOYBookValueEOY Book ValueEOYBookValueEOYFMVEOYFMV
ABBOTT LABS BOND247998247998288600
ACCENTURE PLC CLASS A STOCK214553
ACE LIMITED STOCK214965280125
AFLAC INC STOCK087900112860
AMGEN INC STOCK300231300231315675
ARCHER DANIELS MIDLAND COMPANY BOND196655196655209682
BANK OF AMERICA CORP BOND272084272454286572
BANK OF AMERICA CORP STOCK134996133400
BB&T CORPORATION BOND0282310287994
BAXTER INTERNATIONAL INC STOCK295228
BRISTOL-MYERS SQUIBB STOCK323906206732264800
CARDINAL HEALTH INC STOCK179421199212
CENTURYLINK INC STOCK255643255643369360
CHUBB CORP STOCK228565228565328020
CIMAREX ENERGY COMPANY STOCK88330115089
CISCO SYSTEMS INC STOCK220580156244171955
CONOCOPHILLIPS STOCK210918210918396683
CONSTELLATION ENERGY GROUP INC STOCK258849245040
COVIDIEN PLC STOCK155746
DONNELLEY RR & SONS COMPANY STOCK9073187350
DORCHESTER CAPITAL INTERNATIONAL FUND1402440
ELI LILLY & COMPANY BOND282697282697294814
ELI LILLY & COMPANY STOCK200170
EXXON MOBIL CORP STOCK224169283158310760
FEDERAL FARM CREDIT BANK BOND393000
FEDERAL HOME LINE MORTGAGE CORP BOND497619497765560110
FEDERAL HOME LINE MORTGAGE CORP NT1008680508680560420
FEDERAL HOME LOAN BANK999453
FEDERAL NATIONAL MORTGAGE ASSOCIATION1005273
FEDERAL NATIONAL MORTGAGE ASSOCIATION BOND150577336125633905118
FEDERAL NATIONAL MORTGAGE ASSOCIATION MEDIUM TERM497293
FEDEX CORPORATION STOCK343312372040
FHLB BOND151013115069421601145
FREDDIE MAC BOND504927504927525050
GAP INC STOCK142694
GENERAL ELECTRIC CAP CORP278743278743293914
GENERAL ELECTRIC COMPANY STOCK108779128030
GILEAD SCIENCES INC STOCK225077181200
GOLDMAND SACHS GROUP INC. BOND273048273048297399
HARBOR INTERNATIONAL FUND611710761171076956863
HEWLETT-PACKARD STOCK197374225884252600
HOME DEPOT INC STOCK197457139381210360
IBM CORP BOND0256658256070
INTEL CORP STOCK231668136499189270
JOHNSON & JOHNSON STOCK214966152639185550
JPMORGAN CHASE & COMPANY STOCK187896186648
KELLOGG COMPANY STOCK226363
KRAFT FOODS INC CLASS A STOCK241763313913362365
L-3 COMMUNICATIONS HOLDINGS INC STOCK146032218059211470
LAZARD EMERGING MARKETS PORTFOLIO150000015000001472285
LOCKHEED MARTIN STOCK223346223346228955
3-M COMPANY STOCK202594215750
MARATHON OIL CORP STOCK211470
MEDCO HEALTH SOLUTIONS INC STOCK93041122540
MEDTRONIC INC BOND0255613256545
MERCK & CO. BOND269088269505302830
MERCK & COMPANY INC STOCK103500108120
MICROSOFT CORP BOND255180260245
MICROSOFT CORP STOCK139123140387209325
NIKE INC CLASS B STOCK2247464610285420
NOBLE CORP STOCK212804
NYSE EURONEXT STOCK221325
PFIZER INC STOCK221246221246262650
PNC FINANCIAL SERVICES GROUP STOCK217312242880
PRAXAIR INC STOCK159969
PROCTOR & GAMBLE CO STOCK282857282857369898
ROSS STORES INC STOCK0159942180263
ROYCE PREMIER FUND581607590853712498
SEALED AIR CORP STOCK319984241009330850
SELECTINVEST INSTITUTIONAL ARV668669446565408353
SPDR S & P 500 ETF TRUST09999701061330
TEXAS INSTRUMENTS INC STOCK229788292500
T. ROWE PRICE MID-CAP GROWTH9723999723991337003
T. ROWE PRICE MID-CAP VALVE950813
TYCO INTERNATIONAL STOCK178312186480
U.S BANKCORP BOND0304533308613
UNITED TECHNOLOGIES STOCK196898131265204672
UNUM GROUP STOCK111800121100
VANGUARD BOND INDEX FUND INC024999302527892
VERIZON COMMUNICATIONS STOCK213310283929357800
WAL-MART STORES INC. BOND277384253545248390
WELLS FARGO ADVANTAGE ULTRA SHORT TERM FUND025000002526564
WELLS FARGO & CO278377
WESTERN UNION COMPANY STOCK108360111420
WILMINGTON CRM MID-CAP VALUE FUND010000001140867

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (14 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
MAINTENANCE11184600111846
BOOKS & SUPPLIES979960097996
INSURANCE820600082060
UTILITIES6316006316
SECURITY131830013183
MISCELLANEOUS242050024205
LIBRARY AUTOMATION7534007534
EXEMPT PROPERTY EXPENSES445670044567
RENOVATIONS262930026293
COMPUTERIZATION - SUPPLY & MAINT483090048309
PROGRAM7217007217
FURNISHINGS AND EQUIPMENT6560006560
AUTO124700012470
COMMUNITY OUTREACH6170006170

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAdjusted Net IncomeAdjustedNetIncomeNet Investment IncomeNetInvestmentIncome
LIBRARY INCOME2663326633
CLASS ACTION SETTLEMENTS19458019458
TRUST INCOME337203372

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT FEES$18,0001800000
OTHER$2,495002495

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
REAL ESTATE$21,2020021202
EXCISE TAX$23,134000