2016-11-14T13:19:11-06:00 2015-12-31 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990PF 2015-01-01 231609243 THE GRUNDY FOUNDATION GRUN 2157885460 680 RADCLIFFE STREET BRISTOL PA 19007 EUGENE WILLIAMS EXECUTIVE DIRECTOR 2157885460 2016-11-14 1 JENNIFER SOLOT P00749373 2155677770 2015 2017-02-10 21:41:12Z X 57577936 X 4200 X 908261 908261 1319761 24488575 1319761 20654 0 20654 2252876 2228022 20654 332144 101305 0 230839 852779 0 0 852779 302680 0 0 302680 2825 0 0 2825 9028 0 0 9028 124547 0 0 23430 202560 0 0 202560 6442 0 0 6442 422638 197 0 422441 2255643 101502 0 2053024 159118 159118 2414761 101502 0 2212142 -161885 2126520 20654 157237 48134 48134 3287910 5422278 5422278 4540029 5269205 5281173 28515745 25468281 27661102 2350165 1266970 1261513 57682 1272015 1278770 3770316 3770316 3770316 16624966 42679084 42517199 57577936 0 0 X 42608221 42445895 70863 71304 42679084 42517199 42679084 42517199 42679084 -161885 0 42517199 0 42517199 SALE OF PUBLICLY TRADED SECURITIES - SHORT TERM P 2015-12-31 10461577 10890156 -428579 -428579 SALE OF PUBLICLY TRADED SECURITIES - LONG TERM P 2015-12-31 14026998 12278658 1748340 1748340 1319761 0 2352715 42423999 0.055457 2237174 39757619 0.056270 2383534 37936134 0.062830 2207655 35547484 0.062104 2216299 35531674 0.062375 0.299036 0.059807 40833557 2442133 21265 2463398 2212142 42530 0 42530 0 42530 70920 70920 28390 28390 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 17268 0 0 THOMAS F PRAISS EA CFP AEP C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL NJ 19007 TRUSTEE 0.50 17268 0 0 LEONARD N SNYDER C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 17268 0 0 BONNIE J O'BOYLE C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 17268 0 0 PHILA TRUST CO CO DEAN A WALTERS C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 101305 0 0 EUGENE WILLIAMS ESQ C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 EXECUTIVE DIRECTOR 40.00 130979 33815 0 DANA BARBER C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 LIBRARY ADMINISTRATO 40.00 74636 20294 0 STEVEN VITARELLI C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 TECHNOLOGY ADMINISTR 40.00 59491 22248 0 SHIRLEY HICKEY C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 YOUTH SERVICES COORD 40.00 54263 25392 0 JANE FRAZER C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 SUPPORT STAFF SERVIC 40.00 58924 9469 0 0 NONE 0 MAINTENANCE OF LIBRARY AND MUSEUM 1359966 GRANTMAKING 159118 0 43058298 60757 0 43119055 0 0 43119055 2285498 40833557 2041678 2041678 42530 42530 1999148 0 1999148 0 1999148 2212142 0 2212142 0 2212142 1999148 0 0 477247 475519 534013 290861 302415 2080055 2212142 0 0 0 1999148 212994 0 0 2293049 0 0 0 0 0 0 477247 1815802 475519 534013 290861 302415 212994 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 ATHN PO BOX 184 FAIRLESS HILLS PA 19030 509(A)(1) TO SUPPORT TRANSPORTATION PROGRAM 5000 BRISTOL BOROUGH SCHOOL DISTRICT 1776 FARRAGUT AVENUE BRISTOL PA 19007 509(A)(1) TO FUND THE DRAMA CLUB AND LNS SCHOLARSHIP. 11000 BRISTOL FIRE COMPANY STATION 51 198 WOOD STREET BRISTOL PA 19007 509(A)(1) TO SUPPORT QUICK RESPONSE SERVICE 1000 BRISTOL RIVERSIDE THEATRE INC PO BOX 1250 BRISTOL PA 19007 509(A)(1) TO FUND THE 2015 MAIN STAGE SEASON, THE WALKER FUND, AND THE "EVENING ON THE DELAWARE" 97000 BSA WASHINGTON CROSSING COUNCIL ONE SCOUT WAY DOYLESTOWN PA 18901 509(A)(1) TO REPLACE WINDOWS AT CAMP OCKANICKON 4618 BUCKS COUNTY COMMUNITY COLLEGE 1304 VETERANS HIGHWAY BRISTOL PA 19007 509(A)(1) TO SUPPORT THE ART STUDIO 7500 BUCKS COUNTY RESCUE SQUAD PO BOX 211 BRISTOL PA 19007 509(A)(1) TO SUPPORT THE ANNUAL CAMPAIGN 2015. 5000 HISTORIC FALLSINGTON 4 YARDLEY AVENUE FALLSINGTON PA 19054 509(A)(1) TO SUPPORT RENOVATIONS TO GILLINGHAM GENERAL STORE 3500 NOVA 2370 YORK ROAD SUITE B1 JAMISON PA 18929 509(A)(1) TO PURCHASE SECURITY CAMERAS 2500 PENNSBURY SOCIETY 500 PENNSBURY MEMORIAL ROAD MORRISVILLE PA 19067 509(A)(1) TO PURCHASE DIPPING CISTERN 2000 UNITED WAY OF BUCKS COUNTY 413 HOOD BOULEVARD FAIRLESS HILLS PA 19030 509(A)(1) TO SUPPORT THE ANNUAL CAMPAIGN 2015. 20000 159118 0 LIBRARY & MUSEUM 20654 14 908261 18 1319761 0 2228022 20654 2248676 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 9028 0 0 9028 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: $43,119,0552. 1.5% OF LINE 1: $646,7863. 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 $2,407,177 (2012); $2,237,174 (2013) AND $2,212,142 (2014) FOR AN AVERAGE OF $2,285,498 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. VARIOUS CORPORATE BONDS (PUBLICLY TRADED) 1266970 1261513 VARIOUS CORPORATE STOCK (PUBLICLY TRADED) 25468281 27661102 5269205 5281173 0 0 VARIOUS MUTUAL FUNDS (PUBLICLY TRADED) FMV 1272015 1278770 OTHER 2825 0 0 2825 ADMINISTRATIVE 2409 0 0 2409 CAPITAL EXPENDITURES 59637 0 0 59637 COMMUNITY OUTREACH 3054 0 0 3054 DUES AND MEMBERSHIPS 6356 0 0 6356 INFORMATION TECHNOLOGY 34081 0 0 34081 MATERIAL PROCESSING 1418 0 0 1418 OPERATING SERVICES 13041 0 0 13041 PROGRAM EXPENSES 13614 0 0 13614 PROJECT EXPENSES 73932 0 0 73932 SUPPLIES 108152 0 0 108152 INSURANCE 106747 0 0 106747 TRUSTEE 197 197 0 0 LIBRARY & MUSEUM 20654 20654 EXCISE TAX 101117 0 0 0 REAL ESTATE TAXES 23430 0 0 23430