2020-10-23T12:33:53-05:00 2019-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990PF 2019-01-01 231609243 THE GRUNDY FOUNDATION GRUN 2157885460 680 RADCLIFFE STREET BRISTOL PA 19007 EUGENE WILLIAMS EXECUTIVE DIRECTOR 2157885460 2020-10-23 1 JENNIFER SOLOT P00749373 2155677770 96.245.86.172 2020-10-23 13:33:25 ED P BD9A5248FD892EED72309E8CBFD61EFE5C549072 2024A3B14602D7920249EF88931123AFE691CD00 2019 2021-04-22 16:20:28Z X 64638040 X 30883 X 1131701 1131701 1405550 6372680 1405550 16932 0 16932 2585066 2537251 16932 400075 99534 0 300541 1032399 0 0 1032399 279179 0 0 279179 785 0 0 785 10143 0 0 10143 7640 0 0 7640 146395 0 0 108389 190673 0 0 190673 8810 0 0 8810 1370287 0 0 1370287 3446386 99534 0 3308846 190000 190000 3636386 99534 0 3498846 -1051320 2437717 16932 117188 137380 137380 12143560 8147001 8147001 22980521 27694864 37130599 1789297 0 0 3770317 3770316 3770317 19223060 40800882 39749562 64638040 0 0 X 40685125 39604207 115757 145355 40800882 39749562 40800882 39749562 40800882 -1051320 0 39749562 0 39749562 5000 SHS 3M CO. 2019-06-26 859842 844443 15399 15399 5000 SHS ABBOTT LABS, INC. 2013-03-27 2019-07-02 422151 172450 249701 249701 500 SHS ALPHABET, INC. - CL A 2018-01-28 2019-07-02 552365 256842 295523 295523 2500 SHS APPLE, INC. 2014-01-29 2019-07-02 504949 178907 326042 326042 25000 SHS BRYN MAWR BANK CORP. 2015-12-17 2019-06-26 913711 729470 184241 184241 20000 SHS CBS CORPORATION 2016-05-31 2019-09-03 818265 980598 -162333 -162333 0.334 SHS CORTEVA, INC 2012-07-19 2019-06-27 10 7 3 3 0.334 SHS CORTEVA, INC 2015-03-25 2019-06-24 10 10 0 0 1666.67 SHS DOWDUPONT, INC. 2018-12-12 2019-06-14 85922 88148 -2226 -2226 0.334 SHS DOWDUPONT, INC. 2012-07-19 2019-04-16 19 12 7 7 6666.333 SHS DOWDUPONT, INC. 2019-06-14 343669 310360 33309 33309 0.334 SHS DOWDUPONT, INC. 2015-03-25 2019-04-15 19 17 2 2 8 SHS DOWDUPONT, INC. 2015-03-25 2019-08-02 373 418 -45 -45 0.35 SHS DOWDUPONT, INC. 2012-07-19 2019-06-27 26 19 7 7 0.334 SHS DOWDUPONT, INC. 2015-03-25 2019-06-27 25 27 -2 -2 40 SHS KOHL'S CORPORATION 2019-03-20 2019-11-21 1875 2753 -878 -878 5000 SHS MICROSOFT CORP. 2019-07-02 680492 314102 366390 366390 2500 SHS PALO ALTO NETWORKS, INC. 2019-06-26 2019-08-02 553945 499278 54667 54667 15000 SHS TERADYNE, INC. 2019-03-27 2019-05-31 635012 589269 45743 45743 1405550 0 2428702 42526428 0.057110 2354084 42339729 0.055600 2311329 38846143 0.059500 2212142 40833557 0.054175 2352715 42423999 0.055457 0.281842 0.056368 40683829 2293266 24377 2317643 3498846 X 24377 0 24377 0 24377 24520 13000 0 37520 0 13143 13143 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 17017 0 0 THOMAS F PRAISS EA CFP AEP C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 17017 0 0 PHILA TRUST CO CO MICHAEL CROFTON C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 99534 0 0 EUGENE WILLIAMS ESQ C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 EXECUTIVE DIRECTOR 40.00 187053 45421 0 CARL E WHITE C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 17017 0 0 CHRISTINA M FOURNAIS ESQ C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 17017 0 0 DANA BARBER C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 LIBRARY ADMINISTRATO 40.00 84597 32286 0 STEVEN VITARELLI C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 TECHNOLOGY ADMINISTR 40.00 77535 8336 0 GRETCHEN STALLONE C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 COMMUNITY SERVICES M 40.00 65785 7109 0 KEVIN FARLEY C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 PATRON SERVICES MANA 40.00 59512 11488 0 BERNADETTE LESTER C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 OFFICE ADMINISTRATOR 40.00 54906 1919 0 1 MARQUIS CONSTRUCTION SERVICES 261 LOWER MORRISVILLE ROAD FALLSINGTON PA 19054 CONTRUCTION SERVICES 545172 0 MAINTENANCE OF LIBRARY AND MUSEUM 3308846 GRANTMAKING 190000 0 42916858 144673 0 43061531 0 0 43061531 2377702 40683829 2034191 2034191 24377 24377 2009814 0 2009814 0 2009814 3498846 0 3498846 24377 3474469 2009814 0 0 302415 212994 403376 260043 351409 1530237 3498846 0 0 0 2009814 1489032 0 0 3019269 0 0 0 0 0 0 302415 2716854 212994 403376 260043 351409 1489032 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 EXPENSES 5000 BRISTOL RIVERSIDE THEATER COMPANY INC PO BOX 1250 BRISTOL PA 19007 PC 2019 MAIN STAGE SEASON 90000 BUCKS COUNTY RESCUE SQUAD PO BOX 211 BRISTOL PA 19007 PC COMMUNICATIONS UPGRADES 3000 BUCKS COUNTY OPPORTUNITY COUNCIL 100 DOYLE STREET DOYLESTOWN PA 18901 PC EMERGENCY SERVICES 5000 YOUTH ORCHESTRA OF BUCKS COUNTY PO BOX 1250 BRISTOL PA 19007 PC STUDENTS IN CONCERT PROGRAM 5000 BRISTOL BOROUGH 250 POND STREET BRISTOL PA 19007 GOV NEW DOCK 70000 BRISTOL BOROUGH SCHOOL DISTRICT 1776 FARRAGUT AVENUE BRISTOL PA 19007 GOV 2019 LNS SCHOLARSHIP 10000 BRISTOL FIRE COMPANY STATION 51 198 WOOD ST BRISTOL PA 19007 PC SAFETY EQUIPMENT 2000 190000 0 LIBRARY & MUSEUM 16932 14 1131701 18 1405550 0 2537251 16932 2554183 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 10143 0 0 10143 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 $2,377,702 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: $43,061,5302. 1.5% OF LINE 1: $645,9233. 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 $2,325,806 (2016), $2,354,084 (2017) AND $2,453,216 (2018) FOR AN AVERAGE OF $2,377,702 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. VARIOUS CORPORATE STOCK (PUBLICLY TRADED) 27694864 37130599 LEGAL 785 0 0 785 CAPITAL EXPENDITURES 34589 0 0 34589 COMMUNITY OUTREACH 8906 0 0 8906 DUES AND MEMBERSHIPS 6638 0 0 6638 INFORMATION TECHNOLOGY 51527 0 0 51527 MATERIAL PROCESSING 349 0 0 349 OPERATING SERVICES 20669 0 0 20669 PROGRAM EXPENSES 954935 0 0 954935 PROJECT EXPENSES 34314 0 0 34314 SUPPLIES 137448 0 0 137448 INSURANCE 120541 0 0 120541 TRUSTEE 371 0 0 371 LIBRARY & MUSEUM 16932 16932 OTHER 7640 0 0 7640 REAL ESTATE TAXES 23646 0 0 23646 PAYROLL TAXES 84743 0 0 84743 EXCISE TAX 38006 0 0 0