2024-11-14T11:17:15-06:00 2023-12-31 222027092 WITHUMSMITHBROWN PC 1835 MARKET STREET PHILADELPHIA PA 19103 990PF 2023-01-01 231609243 THE GRUNDY FOUNDATION GRUN 2157885460 680 RADCLIFFE STREET BRISTOL PA 19007 EUGENE WILLIAMS EXECUTIVE DIRECTOR 2157885460 2024-11-14 1 0 BRIAN PAGE P02402981 2155677770 2024-11-14 2023 2024-10-15 13:58:12Z X 52369102 X 108541 X 17156 17156 828679 828679 25531 25531 25531 1778896 9882853 1778896 7447 0 2766250 2650262 319166 73202 245964 1229373 0 1229373 261546 0 261546 13365 0 13365 11225 0 11225 16800 0 16800 192851 0 192851 285330 0 285330 10167 0 10167 1430059 0 1430059 3769882 73202 3696680 116000 116000 3885882 73202 3812680 -1119632 2577060 194261 867536 867536 4239997 4151592 4151592 1979020 998360 1010200 18253322 16914611 23634599 5585185 4970316 5585185 22705175 29636916 28517284 52369102 0 0 X 29447028 28366285 189888 150999 29636916 28517284 29636916 28517284 29636916 -1119632 0 28517284 0 28517284 ACADEMY SPORTS AND OUTDOORS INC P 2023-07-31 598237 578153 20084 20084 AEROJET ROCKETDYNE HOLDINGS P 2022-03-14 2023-07-28 1450 977 473 473 AIR PRODUCT AND CHEMICALS INC. P 2023-06-29 1445719 380823 1064896 1064896 BRISTOL MYERS SQUIB P 2009-03-16 2023-09-06 596143 206732 389411 389411 BMX TECHNOLOGIES INC. P 2023-09-12 2023-11-15 389435 367711 21724 21724 CVS HEALTH CORP P 2023-01-05 914255 864756 49499 49499 DONEGAL GROUP P 2023-11-15 713424 706378 7046 7046 ENCORE WIRE CORPORATION P 2023-11-15 802594 729553 73041 73041 GOLDMAN SACHS GROUP P 2021-04-09 2023-11-15 850190 834420 15770 15770 HALEON PLC P 2023-02-21 230256 217693 12563 12563 KRAFT HEINZ CO P 2023-11-15 877928 1262874 -384946 -384946 COHERENT CORP P 2023-11-15 535430 846027 -310597 -310597 NVIDIA CORP P 2020-09-17 2023-07-06 624281 187842 436439 436439 PROCTOR AND GAMBLE P 2023-10-05 721762 410867 310895 310895 PROSPECT CAPITAL CORP P 2020-09-17 2023-11-15 576775 503277 73498 73498 SOFI TECHNOLOGIES INC. P 2023-09-06 867 1210 -343 -343 UNILEVER PLC P 2022-01-27 2023-12-20 3357 3614 -257 -257 VERIZON COMMUNICATIONS P 2023-12-20 750 1050 -300 -300 1778896 35821 0 35821 0 35821 19015 0 16000 0 35015 X 713 1519 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 JM LAVALLEY ESQ C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 11553 0 0 THOMAS F PRAISS EA CFP AEP C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 11553 0 0 PHILA TRUST CO CO MICHAEL CROFTON C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 73202 0 0 EUGENE WILLIAMS ESQ C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 EXECUTIVE DIRECTOR 40.00 199753 27113 0 CARL E WHITE C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 11553 0 0 CHRISTINA M FOURNAIS C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 11553 0 0 DANA BARBER C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 LIBRARY DIRECTOR 40.00 108387 16527 0 STEVEN VITARELLI C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 TECHNOLOGY ADMINISTR 40.00 90120 5038 0 BARBARA GERHARD C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 LIBRARIAN 40.00 58151 19605 0 KEVIN FARLEY C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 PATRON SERVICES MANA 40.00 67722 9807 0 GRETCHEN STALLONE C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 COMMUNITY SERVICES M 40.00 58446 18992 0 0 VALCOURT EXTERIOR BUILDING SERVICES 1300 RIKE DR MILLSTONE TOWNSHIP NJ 08535 CONSTRUCTION SERVICES 193709 MARQUIS CONSTRUCTION SERVICES 261 LOWER MORRISVILLE ROAD FALLSINGTON PA 19054 CONSTRUCTION SERVICES 168587 RALPH D GIUSEPPE GENERAL CONTRACTING 518 LAFAYETTE ST BRISTOL PA 19007 CONSTRUCTION SERVICES 121902 0 MAINTENANCE OF LIBRARY AND MUSEUM 3696680 GRANTMAKING 116000 0 29152712 374767 0 29527479 0 0 29527479 442912 29084567 1454228 1454228 35821 35821 1418407 0 1418407 0 1418407 3812680 0 3812680 1418407 0 0 351409 1489032 3986003 4224867 5156293 15207604 3812680 0 0 0 1418407 2394273 0 0 17601877 0 0 0 0 0 0 351409 17250468 1489032 3986003 4224867 5156293 2394273 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/?PAGE=CGA. COMPLETED FORMS CAN BE MAILED, FAXED OR SENT ELECTRONICALLY (FAXES AND EMAIL VERSIONS REQUIRE PRIOR FOUNDATION APPROVAL). NONE GRANT GUIDELINES - CAN BE VIEWED FROM THE FOUNDATION'S WEBSITE AT HTTPS://WWW.GRUNDYFOUNDATION.COM/CONTENT/GRANT-GUIDELINES ADVOCATES FOR THE HOMELESS & THOSE IN NEED (AHTN) PO BOX 184 FAIRLESS HILLS PA 19030 PC TRANSPORTATION SERVICES 2000 BRISTOL BOROUGH POLICE DEPARTMENT 250 POND STREET BRISTOL PA 19007 GOV SCHOOL RESOURCE OFFICER 2000 BRISTOL BOROUGH SCHOOL DISTRICT 1776 FARRAGUT AVENUE BRISTOL PA 19007 GOV LNS SCHOLARSHIP 10000 BRISTOL FIRE COMPANY STATION 51 198 WOOD STREET BRISTOL PA 19007 PC EMT SUPPLIES 2000 BRISTOL RIVERSIDE THEATER COMPANY INC PO BOX 1250 BRISTOL PA 19007 PC 2023 MAIN STAGE SEASON 90000 BRISTON BOROUGH SCHOOL DISTRICT 1776 FARRAGUT AVENUE BRISTOL PA 19007 PC DRAMA CLUB 1000 BUCKS COUNTY OPPORTUNITY COUNCIL 100 DOYLE STREET DOYLESTOWN PA 18901 PC EMERGENCY NEEDS 4000 BUCKS COUNTY RESCUE SQUAD PO BOX 211 BRISTOL PA 19007 PC OPERATING SUPPORT 2000 CALVARY BAPTIST CHURCH 250 GREEN LANE BRISTOL PA 19007 PC FOOD PANTRY 1000 ST JAMES EPISCOPAL CHURCH 225 WALNUT STREET BRISTOL PA 19007 PC FEEDING PROGRAM 1000 COMMUNITY ACTION GROUP 93 WOOD ST BRISTOL PA 19007 PC FOOD PANTRY 1000 116000 0 LIBRARY & MUSEUM 7447 17156 14 828679 25531 1778896 0 828679 1829030 2657709 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 11225 0 11225 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 $5,142,378 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: $34,756,0192. 1.5% OF LINE 1: $521,3403. 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 $3,498,846 (2019), $5,865,845 (2020) AND $6,062,442 (2021) FOR AN AVERAGE OF $5,142,378 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. VARIOUS CORPORATE STOCK (PUBLICLY TRADED) 16914611 23634599 998360 1010200 0 0 LEGAL 13365 0 13365 CAPITAL EXPENDITURES 642983 0 642983 COMMUNITY OUTREACH 14239 0 14239 DUES AND MEMBERSHIPS 6885 0 6885 INFORMATION TECHNOLOGY 64241 0 64241 MATERIAL PROCESSING 1931 0 1931 OPERATING SERVICES 35311 0 35311 PROGRAM EXPENSES 194985 0 194985 PROJECT EXPENSES 78084 0 78084 SUPPLIES 127033 0 127033 INSURANCE 188931 0 188931 OTHER 3887 0 3887 COLLECTIONS 34525 0 34525 GALA 37024 0 37024 LIBRARY & MUSEUM 7447 7447 OTHER 16800 0 16800 REAL ESTATE TAXES 47433 0 47433 PAYROLL TAXES 110411 0 110411 EXCISE TAX 35007 0 35007