2018-09-27T10:57:48-05:00 2017-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990PF 2017-01-01 231609243 THE GRUNDY FOUNDATION GRUN 2157885460 680 RADCLIFFE STREET BRISTOL PA 19007 EUGENE WILLIAMS EXECUTIVE DIRECTOR 2157885460 2018-09-27 1 JENNIFER SOLOT P00749373 2155677770 2017 2022-09-23 18:48:47Z X 65421223 X 34786 967788 967788 282502 8917551 282502 17055 0 17055 1302131 1250290 17055 340069 103064 0 237004 902189 0 0 902189 218225 0 0 218225 2055 0 0 2055 9638 0 0 9638 4210 0 0 4210 108827 0 0 99827 192086 0 0 192086 7181 0 0 7181 427569 0 0 427569 2212049 103064 0 2099984 254100 254100 2466149 103064 0 2354084 -1164018 1147226 17055 50643 143309 143309 973639 3006960 3006960 3994063 1997500 1993680 27629443 26325792 34911781 1006640 1006640 1001850 4492113 4502322 5140583 3770316 3770316 3770316 19223060 41916857 40752839 65421223 0 0 X 41842752 40650817 74105 102022 41916857 40752839 41916857 40752839 41916857 -1164018 0 40752839 0 40752839 25,000 SHS ARCONIC INC. P 2016-09-28 2017-06-28 573880 537190 36690 36690 1,250 SHS BIOVERATIV INC. P 2015-04-29 2017-04-05 67523 76815 -9292 -9292 7,500 SHS CHERVON CORPORATION P 2014-12-17 2017-07-26 792833 782741 10092 10092 10,000 SHS CLARCOR INC. P 2013-01-29 2017-02-28 830000 506445 323555 323555 20,000 SHS DEVON ENERGY CORPORATION P 2015-04-29 2017-05-31 680119 1362794 -682675 -682675 .64 SHS DOWDUPONT INC. P 2015-03-25 2017-09-18 45 34 11 11 5,000 SHS IBM CORPORATION P 2013-09-25 2017-05-31 761509 857791 -96282 -96282 25,000 SHS JPMORGAN CHASE & CO. P 2016-07-05 2017-12-01 625000 651748 -26748 -26748 2,000,000 SHS U.S. TREASURY NOTES 0.875% 11/30/17 P 2015-12-16 2017-11-30 2000000 1996563 3437 3437 10,000 SHS WALT DISNEY COMPANY P 2015-09-29 2017-09-28 987277 959872 27405 27405 20,000 SHS WESTERN DIGITAL CORP P 2016-03-30 2017-01-25 1599365 903056 696309 696309 282502 0 2311329 38846143 0.059500 2212142 40833557 0.054175 2352715 42423999 0.055457 2237174 39757619 0.056270 2383534 37936134 0.062830 0.288232 0.057646 42339729 2440716 11472 2452188 2354084 22945 0 22945 0 22945 34383 0 0 34383 0 11438 11438 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 FREDERICK M LAVALLEY ESQ C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 17744 0 0 THOMAS F PRAISS EA CFP AEP C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 17744 0 0 BONNIE J O'BOYLE C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 17744 0 0 PHILA TRUST CO CO DEAN A WALTERS C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 103064 0 0 EUGENE WILLIAMS ESQ C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 EXECUTIVE DIRECTOR 40.00 131017 36448 0 CARL E WHITE C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 16308 0 0 DANA BARBER C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 LIBRARY ADMINISTRATO 40.00 81271 20200 0 STEVEN VITARELLI C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 TECHNOLOGY ADMINISTR 40.00 62590 27234 0 SHIRLEY HICKEY C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 YOUTH SERVICES COORD 40.00 65892 14397 0 GRETCHEN STALLONE C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 COMMUNITY SERVICES M 40.00 61467 6488 0 KEVIN FARLEY C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 PATROL SERVICES MANA 40.00 50833 9836 0 0 NONE 0 MAINTENANCE OF LIBRARY AND MUSEUM 2099984 GRANTMAKING 254100 0 44559136 86725 0 44645861 0 0 44645861 2306132 42339729 2116986 2116986 22945 22945 2094041 0 2094041 0 2094041 2354084 0 2354084 0 2354084 2094041 0 0 534013 290861 302415 212994 403376 1743659 2354084 0 0 0 2094041 260043 0 0 2003702 0 0 0 0 0 0 534013 1469689 290861 302415 212994 403376 260043 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 BRISTOL BOROUGH 250 POND STREET BRISTOL PA 19007 GOV DOCK PROJECT 60000 BRISTOL BOROUGH COMMUNITY ACTION GROUP 567 LINDEN STREET BRISTOL PA 19007 509(A)(1) SUPPORT FOOD BANK 1000 BRISTOL BOROUGH SCHOOL DISTRICT 1776 FARRAGUT AVENUE BRISTOL PA 19007 GOV DRAMA CLUB SUPPORT, LNS SCHOLARSHIP, CHROME BOOKS 10000 BRISTOL RIVERSIDE THEATER COMPANY INC PO BOX 1250 BRISTOL PA 19007 509(A)(1) SUPPORT 2017 SEASON 90000 BUCKS COUNTY RESCUE SQUAD PO BOX 211 BRISTOL PA 19007 509(A)(1) ANNUAL FUND DRIVE 2500 YOUTH ORCHESTRA OF BUCKS COUNTY 252 HOLLOW BRANCH LANE YARDLEY PA 19067 509(A)(1) STUDENT IN CONCERT PROGRAM 5000 ADVOCATES FOR HOMELESS & THOSE IN NEED (AHTN) PO BOX 194 FAIRLESS HILLS PA 19030 509(A)(1) THOSE IN NEED MISSION 5000 BRISTOL FIRE COMPANY STATION 51 198 WOOD ST BRISTOL PA 19007 509(A)(2) BULLET PROOF VESTS 3100 FRIENDS OF DELAWARE CANAL 145 MAIN ST NEW HOPE PA 18938 509(A)(1) INTERPRETIVE SIGNS 2500 LENAPE VALLEY FOUNDATION 500 NORTH WEST STREET DOYLESTOWN PA 18901 509(A)(2) RESIDENTIAL MENTAL HEALTH CRISIS CENTER 75000 254100 0 LIBRARY & MUSEUM 17055 14 967788 18 282502 0 1250290 17055 1267345 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 X X 1 PA MANUFACTURERS ASSOCIATION 225 STATE STREET HARRISBURG PA 17101 6215 X 2 BUCKS COUNTY CONVENTION & VISITORS BOARD 2032 STREET ROAD BENSALEM PA 19020 5000 X ACCOUNTING AND AUDITING 9638 0 0 9638 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 $2,306,132 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: $44,645,8612. 1.5% OF LINE 1: $669,6883. 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 $2,352,715 (2014), $2,237,174 (2015) AND $2,328,506 (2016) FOR AN AVERAGE OF $2,306,132 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. VARIOUS CORPORATE BONDS (PUBLICLY TRADED) 1006640 1001850 VARIOUS CORPORATE STOCK (PUBLICLY TRADED) 26325792 34911781 1997500 1993680 0 0 VARIOUS MUTUAL FUNDS (PUBLICLY TRADED) FMV 4502322 5140583 LEGAL 2055 0 0 2055 CAPITAL EXPENDITURES 28674 0 0 28674 COMMUNITY OUTREACH 8499 0 0 8499 DUES AND MEMBERSHIPS 5923 0 0 5923 INFORMATION TECHNOLOGY 43632 0 0 43632 MATERIAL PROCESSING 1274 0 0 1274 OPERATING SERVICES 13015 0 0 13015 PROGRAM EXPENSES 13209 0 0 13209 PROJECT EXPENSES 71039 0 0 71039 SUPPLIES 121685 0 0 121685 INSURANCE 120371 0 0 120371 TRUSTEE 248 0 0 248 LIBRARY & MUSEUM 17055 17055 OTHER 4210 0 0 4210 EXCISE TAX 9000 0 0 0 REAL ESTATE TAXES 23538 0 0 23538 PAYROLL TAXES 76289 0 0 76289