Nonprofit · EIN 23-1609243
GRUNDY FOUNDATION
Tax-exempt · BRISTOL, PA 19007
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,660,994 | $3,358,782 | $302,212 | $28,601,386 | $0 | $28,601,386 |
| December 31, 2023 | 990-PF | $2,766,250 | $3,885,882 | -$1,119,632 | $28,517,284 | $0 | $28,517,284 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $50,323
- Dividends
- $665,045
- Interest
- $8,942
- Net rental income
- $17,295
- Net gain from sales of assets
- $2,926,566
- Other income
- $10,118
Expenses
- Grants and similar amounts paid
- $121,000
- Compensation of officers, directors and key employees
- $353,133
- Salaries, compensation and benefits (total)
- $1,553,783
- Disbursements for charitable purposes
- $3,256,010
- Excise tax on investment income
- $48,898
Balance sheet and other
- Total assets, start of year
- $28,517,284
- Total assets, end of year
- $28,601,386
- Total liabilities, end of year
- $0
- Net assets, end of year
- $28,601,386
- Fair market value of assets
- $56,395,120
- Qualifying distributions
- $3,256,010
- Net investment income
- $3,600,553
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| EUGENE WILLIAMS ESQ 680 Radcliffe Street, Bristol, PA 19007 | Executive Director | 40 | $219,438 | $31,339 |
| STEVE VITARELLI 680 RADCLIFFE STREET, BRISTOL, PA 19007 | TECHNOLOGY ADMIN. Highest-paid employee | 40 | $93,902 | $5,139 |
| PHILA TRUST CO CO MICHAEL 680 Radcliffe Street, Bristol, PA 19007 | TRUSTEE | 0.5 | $82,691 | $0 |
| KEVIN FARLEY 680 RADCLIFFE STREET, BRISTOL, PA 19007 | PATRON SERV.MGR. Highest-paid employee | 40 | $78,188 | $11,836 |
| DANA BARBER 680 RADCLIFFE STREET, BRISTOL, PA 19007 | LIBRARY DIRECTOR Highest-paid employee | 40 | $70,936 | $17,093 |
| AMY E BURGER 680 RADCLIFFE STREET, BRISTOL, PA 19007 | OFFICE ADMINISTRATOR Highest-paid employee | 40 | $64,576 | $14,790 |
| MEGAN MARKS 680 RADCLIFFE STREET, BRISTOL, PA 19007 | LIBRARY DIRECTOR Highest-paid employee | 40 | $64,293 | $6,410 |
| FREDERICK J M LAVALLEY ESQ 680 Radcliffe Street, Bristol, PA 19007 | trustee | 0.5 | $12,761 | $0 |
| CHRISTINA M FOURNAIS 680 Radcliffe Street, Bristol, PA 19007 | TRUSTEE | 0.5 | $12,761 | $0 |
| THOMAS F PRAISS EA CFP AEP 680 Radcliffe Street, Bristol, PA 19007 | TRUSTEE | 0.5 | $12,741 | $0 |
| CARL E WHITE 680 RADCLIFFE STREET, BRISTOL, PA 19007 | TRUSTEE | 0.5 | $12,741 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| EUGENE WILLIAMS ESQ C/O THE GRUNDY FOUNDATIONS ADDRESS, BRISTOL, PA 19007 | EXECUTIVE DIRECTOR | 40 | $199,753 | $27,113 |
| DANA BARBER C/O THE ORGANIZATIONS ADDRESS, BRISTOL, PA 19007 | LIBRARY DIRECTOR Highest-paid employee | 40 | $108,387 | $16,527 |
| STEVEN VITARELLI C/O THE ORGANIZATIONS ADDRESS, BRISTOL, PA 19007 | TECHNOLOGY ADMINISTR Highest-paid employee | 40 | $90,120 | $5,038 |
| PHILA TRUST CO CO MICHAEL CROFTON C/O THE GRUNDY FOUNDATIONS ADDRESS, BRISTOL, PA 19007 | TRUSTEE | 0.5 | $73,202 | $0 |
| KEVIN FARLEY C/O THE ORGANIZATIONS ADDRESS, BRISTOL, PA 19007 | PATRON SERVICES MANA Highest-paid employee | 40 | $67,722 | $9,807 |
| GRETCHEN STALLONE C/O THE ORGANIZATIONS ADDRESS, BRISTOL, PA 19007 | COMMUNITY SERVICES M Highest-paid employee | 40 | $58,446 | $18,992 |
| BARBARA GERHARD C/O THE ORGANIZATIONS ADDRESS, BRISTOL, PA 19007 | LIBRARIAN Highest-paid employee | 40 | $58,151 | $19,605 |
| FREDERICK JM LAVALLEY ESQ C/O THE GRUNDY FOUNDATIONS ADDRESS, BRISTOL, PA 19007 | TRUSTEE | 0.5 | $11,553 | $0 |
| THOMAS F PRAISS EA CFP AEP C/O THE GRUNDY FOUNDATIONS ADDRESS, BRISTOL, PA 19007 | TRUSTEE | 0.5 | $11,553 | $0 |
| CARL E WHITE C/O THE GRUNDY FOUNDATIONS ADDRESS, BRISTOL, PA 19007 | TRUSTEE | 0.5 | $11,553 | $0 |
| CHRISTINA M FOURNAIS C/O THE GRUNDY FOUNDATIONS ADDRESS, BRISTOL, PA 19007 | TRUSTEE | 0.5 | $11,553 | $0 |
Address and contacts
- Address (IRS master file)
- 680 RADCLIFFE ST, BRISTOL, PA 19007-5136
- In care of
- % EXECUTIVE DIRECTOR
- Signed the 990-PF
- JAMIE GILPATRICK, EXECUTIVE DIRECTOR
- Phone
- (215) 788-5460
- Website
- WWW.GRUNDYFOUNDATION.COM
- Return prepared by
- WITHUMSMITHBROWN PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-1609243
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1963
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $28,601,386
- Income (IRS master file)
- $5,727,016
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,660,994 | $3,358,782 | $28,601,386 | IRS |
| 990-PF | December 2023 | $2,766,250 | $3,885,882 | $28,517,284 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about GRUNDY FOUNDATION
- What is the EIN of GRUNDY FOUNDATION?
- The employer identification number (EIN) of GRUNDY FOUNDATION is 23-1609243.
- Is GRUNDY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to GRUNDY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GRUNDY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GRUNDY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GRUNDY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of GRUNDY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 11 people; 11 received compensation from the organization, the highest $219,438 (EUGENE WILLIAMS ESQ, Executive Director).
- How much revenue does GRUNDY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,660,994, expenses of $3,358,782 and total assets of $28,601,386 at year end.
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