2023-11-15T22:24:48-06:00 2022-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990PF 2022-01-01 231609243 THE GRUNDY FOUNDATION GRUN 2157885460 680 RADCLIFFE STREET BRISTOL PA 19007 EUGENE WILLIAMS EXECUTIVE DIRECTOR 2157885460 2023-11-15 1 EUGENE WILLIAMS 999009999 0 BRIAN PAGE P02402981 2155677770 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 52115454 X 30934 X 1312 1312 782055 782055 1983800 9739287 1983800 1420 0 2799521 2767167 356203 87942 268261 1140823 0 1140823 258097 0 258097 1300 0 1300 7100 0 7100 22229 0 22229 145289 0 145289 271262 0 271262 10877 0 10877 4354182 0 4354182 6567362 87942 6479420 128560 128560 6695922 87942 6607980 -3896401 2679225 151629 194261 194261 6141095 4239997 4239996 0 1979020 1981380 23470276 18253322 23594642 4970316 3770317 4970316 22105175 33533317 29636916 52115454 0 0 X 33352376 29447028 180941 189888 33533317 29636916 33533317 29636916 33533317 -3896401 0 29636916 0 29636916 ADOBE P 2022-04-07 883039 933783 -50744 -50744 ALPHABET, INC P 2015-01-28 2022-09-07 536972 128421 408551 408551 AMAZON P 2021-07-30 2022-02-24 603099 671163 -68064 -68064 APPLE P 2014-04-30 2022-09-07 725958 106661 619297 619297 CARRIER GLOBAL CORP P 2022-02-03 4453 4047 406 406 CATERPILLAR, INC. P 2020-09-18 2022-01-28 511947 383532 128415 128415 COCA COLA CO P 2022-05-01 959135 653499 305636 305636 CVS HEALTH CORP P 2015-09-30 2022-09-07 498509 479328 19181 19181 EMERSON ELECTRIC P 2022-02-28 1419614 891522 528092 528092 GOODRX HOLDINGS, INC. P 2021-09-29 2022-02-24 249600 408178 -158578 -158578 JP MORGAN CHASE & CO P 2020-05-27 2022-04-07 652802 499274 153528 153528 META PLATFORMS, INC. P 515791 641256 -125465 -125465 PALANTIR TECHNOLOGIES P 2021-08-24 2022-02-02 457 876 -419 -419 PROCTOR & GAMBLE P 2012-02-28 2022-09-07 682724 336799 345925 345925 SOFI TECHNOLOGIES, INC. P 2022-02-24 377837 613256 -235419 -235419 WALT DISNEY COMPANY P 2022-02-24 1117350 1003892 113458 113458 1983800 37241 0 37241 0 37241 21787 0 35000 0 56787 X 531 19015 19015 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 JM LAVALLEY ESQ C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 14170 0 0 THOMAS F PRAISS EA CFP AEP C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 14170 0 0 PHILA TRUST CO CO MICHAEL CROFTON C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 87942 0 0 EUGENE WILLIAMS ESQ C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 EXECUTIVE DIRECTOR 40.00 185000 26588 0 CARL E WHITE C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 14170 0 0 CHRISTINA M FOURNAIS C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 14170 0 0 DANA BARBER C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 LIBRARY DIRECTOR 40.00 98477 19271 0 STEVEN VITARELLI C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 TECHNOLOGY ADMINISTR 40.00 83246 6140 0 GRETCHEN STALLONE C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 COMMUNITY SERVICES M 40.00 62373 26529 0 BARBARA GERHARD C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 LIBRARIAN 40.00 55136 22855 0 KEVIN FARLEY C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 PATRON SERVICES MANA 40.00 66008 11911 0 0 MARQUIS CONSTRUCTION SERVICES 261 LOWER MORRISVILLE ROAD FALLSINGTON PA 19054 CONTRUCTION SERVICES 2368183 CARL J NELSON 73 MANOR CIRCLE BRISTOL PA 19007 HISTORIC RENOVATIONS 104002 0 MAINTENANCE OF LIBRARY AND MUSEUM 6479420 GRANTMAKING 128560 0 34756019 164924 0 34920943 0 0 34920943 5142378 29778565 1488928 1488928 37241 37241 1451687 0 1451687 0 1451687 6607980 0 6607980 1451687 0 0 260043 351409 1489032 3986003 4224867 10311354 6607980 0 0 0 1451687 5156293 0 0 15467647 0 0 0 0 0 0 260043 15207604 351409 1489032 3986003 4224867 5156293 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 4000 BRISTOL BOROUGH COMMUNITY ACTION GROUP 99 WOOD STREET BRISTOL PA 19007 GOV FOOD PANTRY 1000 BRISTOL BOROUGH POLICE DEPARTMENT 250 POND STREET BRISTOL PA 19007 GOV YOUTH ACTIVITIES 2000 BRISTOL BOROUGH SCHOOL DISTRICT 1776 FARRAGUT AVENUE BRISTOL PA 19007 GOV LNS SCHOLARSHIP; SUPPORT DRAMA CLUB 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 2022 MAIN STAGE SEASON 90000 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 BRISTOL BOROUGH GARDEN CLUB 249 RADCLIFFE STREET BRISTOL PA 19007 PC FLOWER BED RECONSTRUCTION 5720 BRISTOL BOROUGH DRAMA CLUB 1776 FARRAGUT AVENUE BRISTOL PA 19007 PC SUPPORT DRAMA CLUB 1000 BRISTON BOROUGH SCHOOL DISTRICT 1776 FARRAGUT AVENUE BRISTOL PA 19007 PC FAMILY HOLIDAY NEEDS 4840 128560 0 LIBRARY & MUSEUM 1420 1312 14 782055 1983800 0 0 2765855 2732 2768587 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 7100 0 7100 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) 18253322 23594642 1979020 1981380 0 0 LEGAL 1300 0 1300 CAPITAL EXPENDITURES 229076 0 229076 COMMUNITY OUTREACH 9704 0 9704 DUES AND MEMBERSHIPS 6632 0 6632 INFORMATION TECHNOLOGY 64939 0 64939 MATERIAL PROCESSING 1795 0 1795 OPERATING SERVICES 32414 0 32414 PROGRAM EXPENSES 3658026 0 3658026 PROJECT EXPENSES 44611 0 44611 SUPPLIES 115806 0 115806 INSURANCE 157856 0 157856 AUTO 56 0 56 COLLECTIONS 33267 0 33267 LIBRARY & MUSEUM 1420 1420 OTHER 22229 0 22229 REAL ESTATE TAXES 23442 0 23442 PAYROLL TAXES 98847 0 98847 EXCISE TAX 23000 0 23000