2017-09-28T12:11:40-05:00 2016-12-31 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990PF 2016-01-01 231609243 THE GRUNDY FOUNDATION GRUN 2157885460 680 RADCLIFFE STREET BRISTOL PA 19007 EUGENE WILLIAMS EXECUTIVE DIRECTOR 2157885460 2017-09-28 1 JENNIFER SOLOT P00749373 2155677770 38.88.148.130 2017-09-28 13:11:18 ED P 11AE3E88E8C2217D7D81F7CFE1570750383F7E13 11AE3E88E8C2217D7D81F7CFE1570750383F7E13 2016 2021-01-29 14:40:06Z X 59713034 X 4448 X 870303 870303 944587 7892496 944587 20165 0 20165 1839503 1814890 20165 324458 97169 0 227289 888865 0 0 888865 232780 0 0 232780 9366 0 0 9366 3274 0 0 3274 112629 0 0 98459 196765 0 0 196765 7762 0 0 7762 454946 0 0 454946 2230845 97169 0 2119506 209000 209000 2439845 97169 0 2328506 -600342 1717721 20165 48134 50643 50643 5422278 973639 973639 5269205 3994063 4011800 25468281 27629443 32459738 1266970 1006640 1009960 1272015 4492113 4582288 3770316 3770316 3770316 16624966 42517199 41916857 59713034 0 0 X 42445895 41842752 71304 74105 42517199 41916857 42517199 41916857 42517199 -600342 0 41916857 0 41916857 PHILADELPHIA TRUST COMPANY - SHORT TERM P 2016-12-31 521023 542456 -21433 -21433 PHILADELPHIA TRUST COMPANY - LONG TERM P 2016-12-31 7371473 6405453 966020 966020 944587 0 2212142 40833557 0.054175 2352715 42423999 0.055457 2237174 39757619 0.056270 2383534 37936134 0.062830 2207655 35547484 0.062104 0.290836 0.058167 38846143 2259564 17177 2276741 2328506 X 17177 0 17177 0 17177 42560 9000 51560 34383 34383 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 16395 0 0 THOMAS F PRAISS EA CFP AEP C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL NJ 19007 TRUSTEE 0.50 16395 0 0 LEONARD N SNYDER C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 10787 0 0 BONNIE J O'BOYLE C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 16395 0 0 PHILA TRUST CO CO DEAN A WALTERS C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 TRUSTEE 0.50 97169 0 0 EUGENE WILLIAMS ESQ C/O THE GRUNDY FOUNDATIONS ADDRESS BRISTOL PA 19007 EXECUTIVE DIRECTOR 40.00 132027 35290 0 DANA BARBER C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 LIBRARY ADMINISTRATO 40.00 76740 22129 0 STEVEN VITARELLI C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 TECHNOLOGY ADMINISTR 40.00 63191 24830 0 SHIRLEY HICKEY C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 YOUTH SERVICES COORD 40.00 55657 27928 0 JANE FRAZER C/O THE ORGANIZATIONS ADDRESS BRISTOL PA 19007 SUPPORT STAFF SERVIC 40.00 61245 12178 0 0 NONE 0 MAINTENANCE OF LIBRARY AND MUSEUM 1367588 GRANTMAKING 209000 0 41052781 69050 0 41121831 0 0 41121831 2275688 38846143 1942307 1942307 17177 17177 1925130 0 1925130 0 1925130 2328506 0 2328506 17177 2311329 1925130 0 0 475519 534013 290861 302415 212994 1815802 2328506 0 0 0 1925130 403376 0 0 2219178 0 0 0 0 0 0 475519 1743659 534013 290861 302415 212994 403376 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 NEW DOCK 60000 BRISTOL BOROUGH COMMUNITY ACTION GROUP 567 LINDEN STREET BRISTOL PA 19007 509(A)(1) FOOD COLLECTION 1000 BRISTOL BOROUGH EDUCATION FUND CO BUCKS COUNTY FOUNDATION PO BOX 2073 DOYLESTOWN PA 18901 509(A)(1) LSN DISCRETIONARY FUND 5000 BRISTOL BOROUGH SCHOOL DISTRICT 1776 FARRAGUT AVENUE BRISTOL PA 19007 GOV LNS SCHOLARSHIP 18000 BRISTOL RIVERSIDE THEATER COMPANY INC PO BOX 1250 BRISTOL PA 19007 509(A)(1) 2016 MAIN STAGE SEASON, CHALLENGE GRANT, LNS DISCRETIONARY GRANT 105000 BUCKS COUNTY OPPORTUNITY COUNCIL 100 DOYLE STREET DOYLESTOWN PA 18901 509(A)(1) EMERGENCY SERVICES FUND (ASSIST WORKING POOR) 5000 BUCKS COUNTY RESCUE SQUAD PO BOX 211 BRISTOL PA 19007 509(A)(1) LED LIGHTING 5000 SILVER LAKE NATURE CENTER 1306 BATH ROAD BRISTOL PA 19007 509(A)(1) LNS DISCRETIONARY GRANT 5000 YOUTH ORCHESTRA OF BUCKS COUNTY 252 HOLLOW BRANCH LANE YARDLEY PA 19067 509(A)(1) STUDENT IN CONCERT PROGRAM 5000 209000 BRISTOL BOROUGH 250 POND STREET BRISTOL PA 19007 GOV NEW DOCK 190000 190000 LIBRARY & MUSEUM 20165 14 870303 18 944587 0 1814890 20165 1835055 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 9366 0 0 9366 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 $2,275,688 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: $41,121,8312. 1.5% OF LINE 1: $616,8273. 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 (2013), $2,352,715 (2014) AND $2,237,174 (2015) FOR AN AVERAGE OF $2,275,688 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. VARIOUS CORPORATE BONDS (PUBLICLY TRADED) 1006640 1009960 VARIOUS CORPORATE STOCK (PUBLICLY TRADED) 27629443 32459738 3994063 4011800 0 0 VARIOUS MUTUAL FUNDS (PUBLICLY TRADED) FMV 4492113 4582288 ADMINISTRATIVE 8968 0 0 8968 CAPITAL EXPENDITURES 29807 0 0 29807 COMMUNITY OUTREACH 4339 0 0 4339 DUES AND MEMBERSHIPS 6212 0 0 6212 INFORMATION TECHNOLOGY 39431 0 0 39431 MATERIAL PROCESSING 1456 0 0 1456 OPERATING SERVICES 14567 0 0 14567 PROGRAM EXPENSES 8304 0 0 8304 PROJECT EXPENSES 55409 0 0 55409 SUPPLIES 113787 0 0 113787 INSURANCE 109452 0 0 109452 TRUSTEE 214 0 0 214 COURT REPORTING FEES 63000 0 0 63000 LIBRARY & MUSEUM 20165 20165 OTHER 3274 0 0 3274 EXCISE TAX 14170 0 0 0 REAL ESTATE TAXES 23538 0 0 23538 PAYROLL TAXES 74921 0 0 74921