2022-11-12T12:07:41-06:00 2021-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990PF 2021-01-01 231609243 THE GRUNDY FOUNDATION GRUN 2157885460 680 RADCLIFFE STREET BRISTOL PA 19007 EUGENE WILLIAMS EXECUTIVE DIRECTOR 2157885460 2022-11-12 1 EUGENE WILLIAMS 999009999 JENNIFER SOLOT P00749373 2155677770 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 62433261 X 31712 X 787348 787348 2236928 10097292 2236928 2020 0 3058008 3024276 403791 98767 305025 1068955 0 1068955 255187 0 255187 750 0 750 10600 0 10600 11843 0 11843 171911 0 117040 191047 0 191047 7582 0 7582 4039543 0 4039543 6161209 98767 6007572 116000 116000 6277209 98767 6123572 -3219201 2925509 109888 151629 151629 7594042 6141095 6141095 25278271 23470276 36917477 3770317 3770317 3770317 19223060 36752518 33533317 62433261 0 0 X 36599796 33352376 152722 180941 36752518 33533317 36752518 33533317 36752518 -3219201 0 33533317 0 33533317 15,000 SHS FIBROGEN INC. P 2020-10-15 2021-04-09 276161 697586 -421425 -421425 5,000 SHS COCA COLA COMPANY P 2020-03-20 2021-04-13 265696 203338 62358 62358 3,406 SHS GOLDMAN SACHS GROUP INC. P 2021-04-09 2021-04-14 1153420 1136813 16607 16607 200,000 SHS GABELLI EQUITY TR P 2021-07-14 20320 20320 20320 30,000 SHS AT&T P 2021-07-30 845615 1059817 -214202 -214202 200,000 SHS NOKIA CORP SPONS ADR P 2020-08-17 2021-08-26 1213994 912340 301654 301654 10,000 SHS LIVEPERSON INC. P 2020-05-27 2021-09-21 651783 357141 294642 294642 17,430 SHS CITIZENS FINANCIAL GROUP INC. P 2021-04-09 2021-10-07 853574 791981 61593 61593 2,500 SHS WALT DISNEY COMPANY P 2019-09-17 2021-10-28 425009 341542 83467 83467 5,000 SHS ABBOT LABS P 2013-05-30 2021-10-28 642490 188867 453623 453623 250 SHS ALPHABET INC. CL A P 2015-01-28 2021-10-28 726950 128421 598529 598529 2,500 SHS BERKSHIRE HATHAWAY INC. CL B P 2015-12-16 2021-10-28 719778 335503 384275 384275 5,000 SHS BECTON DICKINSON & CO. P 2021-10-28 1223757 1186689 37068 37068 5,000 SHS AMGEN INC. P 2021-12-15 1078340 519499 558841 558841 25 SHS GAP INC P 2021-06-24 2021-12-20 405 827 -422 -422 2236928 40665 0 40665 0 40665 39480 0 23000 0 62480 X 28 21787 21787 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 16922 0 0 THOMAS F PRAISS EA CFP AEP C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 16922 0 0 PHILA TRUST CO CO MICHAEL CROFTON C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 98767 0 0 EUGENE WILLIAMS ESQ C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 EXECUTIVE DIRECTOR 40.00 185000 26168 0 CARL E WHITE C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 16922 0 0 CHRISTINA M FOURNAIS C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 16922 0 0 DANA BARBER C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 LIBRARY DIRECTOR 40.00 90447 18790 0 GRETCHEN STALLONE C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 COMMUNITY SERVICES M 40.00 64523 25876 0 STEVEN VITARELLI C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 TECHNOLOGY ADMINISTR 40.00 75628 5671 0 KEVIN FARLEY C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 PATRON SERVICES MANA 40.00 58765 11477 0 BERNADETTE LESTER C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 OFFICE ADMINISTRATOR 40.00 58140 8945 0 10 MARQUIS CONSTRUCTION SERVICES 261 LOWER MORRISVILLE ROAD FALLSINGTON PA 19054 CONTRUCTION SERVICES 3526174 CARL J NELSON 73 MANOR CIRCLE BRISTOL PA 19007 HISTORIC RENOVATIONS 56535 0 MAINTENANCE OF LIBRARY AND MUSEUM 6062442 GRANTMAKING 116000 0 42565068 161634 0 42726702 0 0 42726702 3939302 38787400 1939370 1939370 40665 40665 1898705 0 1898705 0 1898705 6123572 0 6123572 1898705 0 0 403376 260043 351409 1489032 3986003 6489863 6123572 0 0 0 1898705 4224867 0 0 10714730 0 0 0 0 0 0 403376 10311354 260043 351409 1489032 3986003 4224867 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 BRISTOL RIVERSIDE THEATER COMPANY INC PO BOX 1250 BRISTOL PA 19007 PC 2020 MAIN STAGE SEASON 90000 BRISTOL BOROUGH SCHOOL DISTRICT 1776 FARRAGUT AVENUE BRISTOL PA 19007 GOV LNS SCHOLARSHIP; SUPPORT DRAMA CLUB 11000 BRISTOL BOROUGH POLICE DEPARTMENT 250 POND STREET BRISTOL PA 19007 GOV DARE PROGRAM & SRO 2000 CALVARY BAPTIST CHURCH 250 GREEN LANE BRISTOL PA 19007 PC FOOD PANTRY 1000 BRISTOL BOROUGH COMMUNITY ACTION GROUP 99 WOOD STREET BRISTOL PA 19007 GOV FOOD PANTRY 1000 ST JAMES EPISCOPAL CHURCH 225 WALNUT STREET BRISTOL PA 19007 PC FEEDING PROGRAM 1000 ADVOCATES FOR THE HOMELESS & THOSE IN NEED (AHTN) PO BOX 184 FAIRLESS HILLS PA 19030 PC TRANSPORTATION SERVICES 2000 BUCKS COUNTY OPPORTUNITY COUNCIL 100 DOYLE STREET DOYLESTOWN PA 18901 PC EMERGENCY NEEDS 4000 BRISTOL FIRE COMPANY STATION 51 198 WOOD STREET BRISTOL PA 19007 PC OPERATING SUPPORT 2000 BUCKS COUNTY RESCUE SQUAD PO BOX 211 BRISTOL PA 19007 PC EMERGENCY MEDICAL SERVICES 2000 116000 0 LIBRARY & MUSEUM 2020 14 787348 18 2236928 0 3024276 2020 3026296 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 10600 0 10600 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 $3,939,302 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: $42,726,7022. 1.5% OF LINE 1: $640,9013. 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 $2,453,216 (2018), $3,498,846 (2019), AND $5,865,845 (2020) FOR AN AVERAGE OF $3,939,302 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. VARIOUS CORPORATE STOCK (PUBLICLY TRADED) 23470276 36917477 LEGAL 750 0 750 CAPITAL EXPENDITURES 32670 0 32670 COMMUNITY OUTREACH 8145 0 8145 DUES AND MEMBERSHIPS 6905 0 6905 INFORMATION TECHNOLOGY 65364 0 65364 MATERIAL PROCESSING 895 0 895 OPERATING SERVICES 15961 0 15961 PROGRAM EXPENSES 3613059 0 3613059 PROJECT EXPENSES 45708 0 45708 SUPPLIES 113064 0 113064 INSURANCE 137209 0 137209 TRUSTEE 563 0 563 LIBRARY & MUSEUM 2020 2020 OTHER 11843 0 11843 REAL ESTATE TAXES 23170 0 23170 PAYROLL TAXES 93870 0 93870 EXCISE TAX 54871 0 0