2021-08-26T14:39:07-05:00 2020-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990PF 2020-01-01 231609243 THE GRUNDY FOUNDATION GRUN 2157885460 680 RADCLIFFE STREET BRISTOL PA 19007 EUGENE WILLIAMS EXECUTIVE DIRECTOR 2157885460 2021-08-26 1 EUGENE WILLIAMS 999009999 JENNIFER SOLOT P00749373 2155677770 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 61291629 X 47261 X 893526 893526 2041594 12963385 2041594 6664 0 6664 2989045 2935120 6664 467930 96010 0 371920 992507 0 0 992507 298047 0 0 298047 10375 0 0 10375 6626 0 0 6626 139638 0 0 115404 160559 0 0 160559 7069 0 0 7069 3740238 0 0 3740238 5822989 96010 0 5702745 163100 163100 5986089 96010 0 5865845 -2997044 2839110 6664 137380 109888 109888 8147001 7594042 7594042 27694864 25278271 34364639 3770317 3770317 3770317 19223060 39749562 36752518 61291629 0 0 X 39604207 36599796 145355 152722 39749562 36752518 39749562 36752518 39749562 -2997044 0 36752518 0 36752518 10,000 SHS CISCO SYSTEMS, INC. P 2020-03-24 2020-08-14 425294 372474 52820 52820 16,667 SHS CORTEVA, INC. P 2020-02-25 494199 479516 14683 14683 6,667 SHS DUPONT DE NEMOURS, INC. P 2020-03-03 295408 476549 -181141 -181141 2,250 SHS ILLUMINA, INC. P 2020-10-09 757224 651852 105372 105372 5,000 SHS OCCIDENTAL PETE CORP. P 2019-09-25 2020-02-03 200193 225099 -24906 -24906 50,000 SHS ABB LTD. SPONSORED ADR P 2020-09-23 1239938 1179554 60384 60384 5,000 SHS ABBOT LABS, INC. P 2013-04-24 2020-10-28 531499 184750 346749 346749 10,000 SHS APPLE, INC. P 2020-10-28 1122576 192673 929903 929903 50,000 SHS BANK OF AMERICA CORP. P 2014-09-24 2020-03-23 936954 859500 77454 77454 25,000 SHS CIT GROUP, INC. P 2015-04-29 2020-03-06 837166 1111094 -273928 -273928 8,333 SHS CORETEVA, INC. P 2020-02-25 247085 220637 26448 26448 8,333 SHS DUPONT DE NEMOURS, INC. P 2020-03-03 369226 608180 -238954 -238954 23,000 SHS GENERAL MILLS P 2020-05-06 1376370 1298483 77887 77887 6,500 SHS ISHARES RUSSELL 3000 ETF P 2020-03-12 957398 789285 168113 168113 5,000 SHS MICROSOFT CORP. P 2017-07-26 2020-10-28 1023181 370703 652478 652478 5,000 SHS NVIDIA CORP. P 2020-03-23 1045938 728372 317566 317566 10,000 SHS OCCIDENTAL PETE CORP. P 2020-02-03 400387 857546 -457159 -457159 2,950 SHS PROCTOR AND GAMBLE COMPANY P 2020-10-28 406550 192612 213938 213938 2,050 SHS PROCTOR AND GAMBLE COMPANY P 2020-10-28 282518 108069 174449 174449 50 SHS COCA COLA COMPANY P 2020-03-20 2020-09-08 2529 2034 495 495 55 SHS GENERAL MILLS P 2020-03-06 2020-05-07 3291 2942 349 349 8 SHS CORTEVA, INC. P 2015-03-25 2020-02-26 242 231 11 11 8 SHS DUPONT DE NEMOURS, INC. P 2015-03-25 2020-03-03 365 638 -273 -273 45 SHS MARATHON PETROLEUM CORPORATION P 2019-04-03 2020-09-21 1368 2729 -1361 -1361 105 SHS VIRTU FINANCIAL INC CL A P 2019-03-07 2020-03-12 2517 2644 -127 -127 5 SHS CATERPILLAR INC. P 2020-10-09 2020-11-13 853 793 60 60 10 SHS CISCO SYSTEMS, INC. P 2020-03-26 2020-08-17 428 390 38 38 10 SHS COCA COLA COMPANY P 2020-03-20 2020-09-08 506 407 99 99 5 SHS COLGATE-PALMOLIVE P 2020-04-21 2020-09-08 384 364 20 20 6 SHS CORTEVA, INC. P 2019-10-22 2020-02-26 151 129 22 22 20 SHS ELANCO ANIMAL HEALTH, INC. P 2020-05-08 2020-06-23 449 404 45 45 10 SHS GENERAL MILLS P 2020-03-06 2020-05-07 598 535 63 63 10 SHS INTEL CORP P 2020-04-16 2020-06-23 600 603 -3 -3 2041594 39464 0 39464 0 39464 24377 0 35000 0 59377 X 304 19609 19609 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FREDERICK M LAVALLEY ESQ C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 16349 0 0 THOMAS F PRAISS EA CFP AEP C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 16349 0 0 PHILA TRUST CO CO MICHAEL CROFTON C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 96010 0 0 EUGENE WILLIAMS ESQ C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 EXECUTIVE DIRECTOR 40.00 202167 18500 20465 CARL E WHITE C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 16349 0 0 CHRISTINA M FOURNAIS ESQ C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 16349 0 0 DANA BARBER C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 LIBRARY ADMINISTRATO 40.00 87329 9045 23102 STEVEN VITARELLI C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 TECHNOLOGY ADMINISTR 40.00 80192 7563 993 GRETCHEN STALLONE C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 COMMUNITY SERVICES M 40.00 60204 6452 20949 BERNADETTE LESTER C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 OFFICE ADMINISTRATOR 40.00 55710 5814 16444 KEVIN FARLEY C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 PATRON SERVICES MANA 40.00 61960 5877 7364 8 MARQUIS CONSTRUCTION SERVICES 261 LOWER MORRISVILLE ROAD FALLSINGTON PA 19054 CONTRUCTION SERVICES 2903568 0 MAINTENANCE OF LIBRARY AND MUSEUM 5726978 GRANTMAKING 163100 0 40899647 255189 0 41154836 0 0 41154836 2768716 38386120 1919306 1919306 39464 39464 1879842 0 1879842 0 1879842 5865845 0 5865845 0 5865845 1879842 0 0 212994 403376 260043 351409 1489032 2716854 5865845 0 0 0 1879842 3986003 0 0 6702857 0 0 0 0 0 0 212994 6489863 403376 260043 351409 1489032 3986003 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 PHILANTHROPY NETWORK OF GREATER PHILADELPHIA COMMON GRANT FORM APPLICATION, WHICH CAN BE DOWNLOADED FROM THEIR WEBSITE AT WWW.PHILANTHROPYNETWORK.ORG. 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 ADVOCATES FOR THE HOMELESS & THOSE IN NEED (AHTN) PO BOX 184 FAIRLESS HILLS PA 19030 PC TRANSPORTATION SERVICES 2000 BRISTOL BOROUGH SCHOOL DISTRICT 1776 FARRAGUT AVENUE BRISTOL PA 19007 GOV $1,000 SUPPORT DRAMA CLUB, $1,000 SUPPORT PARENTS' LOST WAGES-CORONAVIRUS CRISIS (DISCRETIONARY), $10,000 2020 LNS SCHOLARSHIP 12000 BRISTOL FIRE COMPANY STATION 51 198 WOOD ST BRISTOL PA 19007 PC OPERATING SUPPORT 2000 BRISTOL RIVERSIDE THEATER COMPANY INC PO BOX 1250 BRISTOL PA 19007 PC 2020 MAIN STAGE SEASON 90000 BUCKS COUNTY OPPORTUNITY COUNCIL 100 DOYLE STREET DOYLESTOWN PA 18901 PC $4,000 EMERGENCY NEEDS, $1,000 EMERGENCY SERVICES-CORONAVIRUS CRISIS (DISCRETIONARY) 5000 BUCKS COUNTY RESCUE SQUAD PO BOX 211 BRISTOL PA 19007 PC EMERGENCY MEDICAL SERVICES 2000 ANNABELLA'S RESTAURANT 119 RADCLIFFE STREET BRISTOL PA 19007 NC FBO ST. JAMES EPISCOPAL CHURCH MEALS FOR HOMELESS (CRISIS) 3000 BRISTOL BOROUGH ACTIVE ADULT DAY CENTER 301 WOOD STREET BRISTOL PA 19007 GOV SERVICES FOR MEMBERS-CORONAVIRUS CRISIS (DISCRETIONARY) 1000 BRISTOL BOROUGH COMMUNITY ACTION GROUP 99 WOOD STREET BRISTOL PA 19007 GOV FOOD PANTRY-CORONAVIRUS CRISIS (DISCRETIONARY) 1000 BRISTOL BOROUGH POLICE DEPARTMENT 250 POND STREET BRISTOL PA 19007 GOV DARE PROGRAM & SRO 2000 BRISTOL ELKS 95 WOOD STREET BRISTOL PA 19007 PC FEEDING PROGRAM -CORONAVIRUS CRISIS (DISCRETIONARY) 1000 BRISTOL TOWNSHIP SENIOR CENTER 2501 BATH ROAD BRISTOL PA 19007 GOV PERSONAL SUPPLIES FOR SENIORS (CRISIS) 1500 CALM WATERS 242 MILL STREET BRISTOL PA 19007 NC FBO BBCAG (BRISTOL PANTRY) (CRISIS) 3000 CALVARY BAPTIST CHURCH 250 GREEN LANE BRISTOL PA 19007 PC FOOD PANTRY-CORONAVIRUS CRISIS (DISCRETIONARY) 1000 CESARE'S RESTORANTE 1407 RADCLIFFE STREET BRISTOL PA 19007 NC FBO BRISTOL BOROUGH SENIOR CENTER MEALS (CRISIS) 7000 FAMILY SERVICE ASSOCIATION CORNERSTONE DRIVE LANGHORNE PA 19047 PC $1,500 HOMELESS SHELTER-CORONAVIRUS CRISIS (DISCRETIONARY), $1,500 SUPPORT FOR MCINTOSH REGENCY-CORONAVIRUS CRISIS (DISCRETIONARY) 3000 ITRI 310 MILL STREET BRISTOL PA 19007 NC $3,000 FBO CHILDREN OF GOD & YANA AS RISK YOUTH, $3,000 FBO ST. JAMES EPISCOPAL CHURCH MEALS FOR HOMELESS (CRISIS) 6000 KING GEORGE INN PO BOX 302 BRISTOL PA 19007 NC $3,200 FBO BBSD AT RISK FAMILIES, $3,000 FBO BBSD AT RISK FAMILIES-NOV.&DEC. (CRISIS), $1,000 FBO BBSD AT RISK FAMILIES-JAN. 21 (CRISIS) 7200 LONGSHORE AFFILIATES (PINES) 142 LONGSHORE AVENUE YARDLEY PA 19067 NC FBO CALVARY CHURCH MEALS FOR HOMELESS (CRISIS) 5500 MILL STREET CANTINA 101 MILL STREET BRISTOL PA 19007 NC FBO BCOC CLIENTS 2200 SNYDER GIROTTI ELEMENTARY SCHOOL 450 BEAVER STREET BRISTOL PA 19007 GOV CHRISTMAS FEEDING 850 ST JAMES EPISCOPAL CHURCH 225 WALNUT STREET BRISTOL PA 19007 PC FEEDING PROGRAM -CORONAVIRUS CRISIS (DISCRETIONARY) 1000 ST MARK SCHOOL 1024 RADCLIFFE STREET BRISTOL PA 19007 PC CHRISTMAS FEEDING 850 UNITED WAY OF BUCKS COUNTY 413 HOOD BOULEVARD FAIRLESS HILLS PA 19030 PC RELIEF EFFORTS-CENTRAL, MIDDLE BUCKS COUNTY (DISCRETIONARY) 3000 163100 0 LIBRARY & MUSEUM 6664 14 893526 18 2041594 0 2935120 6664 2941784 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 10375 0 0 10375 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 $2,768,715 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: $41,154,8352. 1.5% OF LINE 1: $617,3233. 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 $2,354,084 (2017), $2,453,216 (2018) AND $3,498,846 (2019) FOR AN AVERAGE OF $2,768,715 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. VARIOUS CORPORATE STOCK (PUBLICLY TRADED) 25278271 34364639 CAPITAL EXPENDITURES 25900 0 0 25900 COMMUNITY OUTREACH 4003 0 0 4003 DUES AND MEMBERSHIPS 6349 0 0 6349 INFORMATION TECHNOLOGY 56540 0 0 56540 MATERIAL PROCESSING 746 0 0 746 OPERATING SERVICES 15037 0 0 15037 PROGRAM EXPENSES 3329170 0 0 3329170 PROJECT EXPENSES 63129 0 0 63129 SUPPLIES 111460 0 0 111460 INSURANCE 127459 0 0 127459 TRUSTEE 445 0 0 445 LIBRARY & MUSEUM 6664 6664 OTHER 6626 0 0 6626 REAL ESTATE TAXES 23733 0 0 23733 PAYROLL TAXES 91671 0 0 91671 EXCISE TAX 24234 0 0 0