2019-10-29T09:54:02-05:00 2018-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990PF 2018-01-01 231609243 THE GRUNDY FOUNDATION GRUN 2157885460 680 RADCLIFFE STREET BRISTOL PA 19007 EUGENE WILLIAMS EXECUTIVE DIRECTOR 2157885460 2019-10-29 1 JENNIFER SOLOT P00749373 2155677770 129.32.224.99 2019-10-29 10:52:35 ED P 77CA6B56B756E7D447116D987DC2386506D64E33 77CA6B56B756E7D447116D987DC2386506D64E33 2018 2019-02-21 02:37:17Z X 60170953 X 31135 X 1082330 1082330 1473791 12951957 1473791 18709 0 18709 2605965 2556121 18709 348340 104706 0 243634 951228 0 0 951228 267271 0 0 267271 4977 0 0 4977 9771 0 0 9771 5066 0 0 5066 104060 0 0 104060 195723 0 0 195723 6533 0 0 6533 463453 0 0 463453 2356422 104706 0 2251716 201500 201500 2557922 104706 0 2453216 48043 2451415 18709 143309 117188 117188 3006960 12143560 12143560 1997500 0 0 26325792 22980521 26866343 1006640 0 0 4502322 1789297 1820802 3770316 3770316 3770316 19223060 40752839 40800882 60170953 0 0 X 40650817 40685125 102022 115757 40752839 40800882 40752839 40800882 40752839 48043 0 40800882 0 40800882 2500 SHS 3M CO. P 2016-05-31 2018-01-31 630667 422404 208263 208263 2500 SHS APPLE COMPUTER P 2011-11-28 2018-01-31 418397 143726 274671 274671 250 0SHS BIOGEN INC. P 2015-04-29 2018-04-25 673853 872585 -198732 -198732 1000000 SHS BRANCH BANKING & TR 2.300% 10/15/18 P 2013-09-25 2018-09-17 1000000 1006640 -6640 -6640 50000 SHS CECO ENVIRONMENTAL CORP P 2017-05-31 2018-01-31 228560 466125 -237565 -237565 2500 SHS FACEBOOK INC-A P 2015-11-04 2018-01-31 471079 259352 211727 211727 7500 SHS FACEBOOK INC-A P 2015-11-04 2018-11-19 997276 751155 246121 246121 10000 SHS ISHARES RUSSELL 3000 EFT P 2015-12-16 2018-06-27 1626313 1206550 419763 419763 5000 SHS MICROSOFT CORP. P 2016-07-28 2018-03-21 462786 280200 182586 182586 35000 SHS SPDR PORTFOLIO I/T CORP BOND ETF P 2016-04-27 2018-09-27 1162394 1203979 -41585 -41585 2000000 SHS U.S. TREASURY NOTES 1.500% 12/31/18 P 2004-01-29 2018-12-31 2000000 1997500 2500 2500 17169 SHS UNIVEST FINANCIAL CORP P 2014-02-26 2018-11-19 429448 336701 92747 92747 26294 SHS UNIVEST FINANCIAL CORP P 2014-03-13 2018-11-20 648596 510615 137981 137981 6537 SHS UNIVEST FINANCIAL CORP P 2016-03-30 2018-12-03 164339 126364 37975 37975 14000 SHS VANGUARD INTER TERM CORP BOND EFT P 2016-04-27 2018-09-27 1168562 1226834 -58272 -58272 25000 SHS VERSUM MATERIALS INC P 2012-07-19 2018-04-25 869687 667436 202251 202251 1473791 0 2354084 42339729 0.055600 2311329 38846143 0.059500 2212142 40833557 0.054175 2352715 42423999 0.055457 2237174 39757619 0.056270 0.281002 0.056200 42526428 2389985 24514 2414499 2453216 X 24514 0 24514 0 24514 11438 26522 0 37960 X 416 13030 13030 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 17920 0 0 THOMAS F PRAISS EA CFP AEP C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 17920 0 0 BONNIE J O'BOYLE C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 5962 0 0 PHILA TRUST CO CO DEAN A WALTERS C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 104706 0 0 EUGENE WILLIAMS ESQ C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 EXECUTIVE DIRECTOR 40.00 132391 12689 26987 CARL E WHITE C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 17920 0 0 CHRISTINA M FOURNAIS ESQ C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 11844 0 0 DANA BARBER C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 LIBRARY ADMINISTRATO 40.00 90543 8589 8343 STEVEN VITARELLI C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 TECHNOLOGY ADMINISTR 40.00 62329 7157 25358 SHIRLEY HICKEY C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 YOUTH SERVICES COORD 40.00 71732 5854 5922 GRETCHEN STALLONE C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 COMMUNITY SERVICES M 40.00 63913 5974 718 KEVIN FARLEY C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 PATROL SERVICES MANA 40.00 56217 5408 5580 6 NONE 0 MAINTENANCE OF LIBRARY AND MUSEUM 2251716 GRANTMAKING 201500 0 44662646 169470 0 44832116 0 0 44832116 2305688 42526428 2126321 2126321 24514 24514 2101807 0 2101807 0 2101807 2453216 0 2453216 24514 2428702 2101807 0 0 290861 302415 212994 403376 260043 1469689 2453216 0 0 0 2101807 351409 0 0 1821098 0 0 0 0 0 0 290861 1530237 302415 212994 403376 260043 351409 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 BOY SCOUT TROUP 212 903 MERLIN STREET BRISTOL PA 19007 PC CAMPERSHIPS 2000 BRISTOL BOROUGH 250 POND STREET BRISTOL PA 19007 GOV DOCK PROJECT 60000 BRISTOL BOROUGH COMMUNITY ACTION GROUP 567 LINDEN STREET BRISTOL PA 19007 PC EMERGENCY FOOD COLLECTION 2500 BRISTOL BOROUGH SCHOOL DISTRICT 1776 FARRAGUT AVENUE BRISTOL PA 19007 GOV DRAMA CLUB SUPPORT, LNS SCHOLARSHIP 11000 BRISTOL FIRE COMPANY STATION 51 198 WOOD ST BRISTOL PA 19007 PC ANNUAL CAMPAIGN 2500 BRISTOL RIVERSIDE THEATER COMPANY INC PO BOX 1250 BRISTOL PA 19007 PC ANNUAL CAMPAIGN, BJO DISCRETIONARY FUND 100000 BUCKS COUNTY RESCUE SQUAD PO BOX 211 BRISTOL PA 19007 PC ANNUAL CAMPAIGN 2500 CALVARY BAPTIST CHURCH 250 GREEN LANE BRISTOL PA 19007 PC EMERGENCY FOOD COLLECTION 2500 FOUNDERS CAMPERSHIP FUND 84 DOGWOOD DRIVE LEVITTOWN PA 19055 PC CAMPERSHIPS 2000 FRIENDS OF SILVER LAKE NATURE CENTER 1306 BATH ROAD BRISTOL PA 19007 PC BJO DISCRETIONARY GRANT 5000 NATIONAL PATHFINDER ASSOCIATION 2121 14TH STREET ROAD GREELEY CO 80631 PC IN MEMORY OF A. MANDINO 1500 BUCKS COUNTY SPCA PO BOX 277 LAHASKA PA 18931 PC BJO DISCRETIONARY GRANT 10000 201500 0 LIBRARY & MUSEUM 18709 14 1082330 18 1473791 0 2556121 18709 2574830 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 9771 0 0 9771 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 $2,305,688 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: $44,832,1162. 1.5% OF LINE 1: $672,4823. 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 $2,237,174 (2015), $2,325,806 (2016) AND $2,354,084 (2017) FOR AN AVERAGE OF $2,305,688 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. VARIOUS CORPORATE STOCK (PUBLICLY TRADED) 22980521 26866343 VARIOUS MUTUAL FUNDS (PUBLICLY TRADED) FMV 1789297 1820802 LEGAL 4977 0 0 4977 CAPITAL EXPENDITURES 72571 0 0 72571 COMMUNITY OUTREACH 8314 0 0 8314 DUES AND MEMBERSHIPS 5721 0 0 5721 INFORMATION TECHNOLOGY 43306 0 0 43306 MATERIAL PROCESSING 1492 0 0 1492 OPERATING SERVICES 13959 0 0 13959 PROGRAM EXPENSES 28219 0 0 28219 PROJECT EXPENSES 54779 0 0 54779 SUPPLIES 115492 0 0 115492 INSURANCE 119267 0 0 119267 TRUSTEE 333 0 0 333 LIBRARY & MUSEUM 18709 18709 OTHER 5066 0 0 5066 REAL ESTATE TAXES 23646 0 0 23646 PAYROLL TAXES 80414 0 0 80414