Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
NATIONAL GRID FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)175 EAST OLD COUNTRY ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HICKSVILLE, NY11801
A Employer identification number

11-3466416
B Telephone number (see instructions)

(516) 545-6100
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$32,838,671J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,327,298 1,515,990  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,374,442
b Gross sales price for all assets on line 6a 4,514,700
7 Capital gain net income (from Part IV, line 2)... 2,374,442
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 121,974 0 0
12 Total. Add lines 1 through 11........ 3,823,714 3,890,432 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 189,678 0 0 174,311
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 22,830 0 0 22,830
b Accounting fees (attach schedule)....... Click to see attachment 42,113 0 0 41,633
c Other professional fees (attach schedule).... Click to see attachment 5,000 188,692 0 5,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...       750
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 35,219 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 294,840 188,692 0 244,524
25 Contributions, gifts, grants paid....... 1,814,600 1,814,600
26 Total expenses and disbursements. Add lines 24 and 25 2,109,440 188,692 0 2,059,124
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,714,274
b Net investment income (if negative, enter -0-) 3,701,740
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 23,785 21,596 21,596
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 37,565,252 Click to see attachment32,533,901 32,533,901
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment11 Click to see attachment283,174 Click to see attachment283,174
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,589,048 32,838,671 32,838,671
Liabilities 17 Accounts payable and accrued expenses.......... 76 76
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment216,511 Click to see attachment100,840
23 Total liabilities (add lines 17 through 22)......... 216,587 100,916
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 37,372,461 32,737,755
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 37,372,461 32,737,755
31 Total liabilities and net assets/fund balances (see instructions). 37,589,048 32,838,671
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
37,372,461
2
Enter amount from Part I, line 27a .....................
2
1,714,274
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
39,086,735
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
6,348,980
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
32,737,755
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a MUTUAL FUNDS      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,514,700   2,140,258 2,374,442
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,374,442
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,374,442
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 2,374,442
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 2,794,049 36,283,690 0.077006
2016 760,112 33,442,926 0.022729
2015 1,759,862 35,017,364 0.050257
2014 1,664,177 35,696,759 0.046620
2013 1,609,789 33,193,829 0.048497
2
Total of line 1, column (d) .....................
2
0.245109
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.049022
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
36,277,018
5
Multiply line 4 by line 3......................
5
1,778,372
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
37,017
7
Add lines 5 and 6........................
7
1,815,389
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,059,124
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 37,017
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 37,017
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 37,017
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 48,176
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 48,176
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 11,159
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet11,159 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletHTTP://NATIONALGRIDFOUNDATION.COM
    14
    The books are in care ofbulletNATIONAL GRID FOUNDATION Telephone no.bullet (516) 545-6100

    Located atbullet175 EAST OLD COUNTRY ROADHICKSVILLENY ZIP+4bullet11801
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ALBERT C WILTSHIRE CHAIRMAN
    1.30     		0 0 0
    175 EAST OLD COUNTRY ROAD
    HICKSVILLE,NY11801
    MICHAEL J TAUNTON TREASURER
    1.30     		0 0 0
    175 EAST OLD COUNTRY ROAD
    HICKSVILLE,NY11801
    EILEEN R COHEN DIRECTOR
    0.35     		0 0 0
    175 EAST OLD COUNTRY ROAD
    HICKSVILLE,NY11801
    LOUIS A ELISA II DIRECTOR
    0.35     		0 0 0
    175 EAST OLD COUNTRY ROAD
    HICKSVILLE,NY11801
    CARMEN FIELDS DIRECTOR
    0.35     		0 0 0
    175 EAST OLD COUNTRY ROAD
    HICKSVILLE,NY11801
    MELANIE W LITTLEJOHN DIRECTOR
    0.35     		0 0 0
    175 EAST OLD COUNTRY ROAD
    HICKSVILLE,NY11801
    LORRAINE M LYNCH DIRECTOR
    0.35     		0 0 0
    175 EAST OLD COUNTRY ROAD
    HICKSVILLE,NY11801
    GEORGE MAYHEW DIRECTOR
    0.23     		0 0 0
    175 EAST OLD COUNTRY ROAD
    HICKSVILLE,NY11801
    REV DR GARY V SIMPSON DIRECTOR
    0.35     		0 0 0
    175 EAST OLD COUNTRY ROAD
    HICKSVILLE,NY11801
    STEPHEN W MCCAFFREY CHIEF COUNSEL
    3.30     		0 0 0
    175 EAST OLD COUNTRY ROAD
    HICKSVILLE,NY11801
    EDWARD WHITE EXECUTIVE DIRECTOR
    40.00     		174,311 0 0
    175 EAST OLD COUNTRY ROAD
    HICKSVILLE,NY11801
    ANGEL TAVERAS DIRECTOR
    0.35     		0 0 0
    175 EAST OLD COUNTRY ROAD
    HICKSVILLE,NY11801
    DONALD LOWERY DIRECTOR
    0.35     		0 0 0
    175 EAST OLD COUNTRY ROAD
    HICKSVILLE,NY11801
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    36,743,743
    b
    Average of monthly cash balances.......................
    1b
    85,717
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    36,829,460
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    36,829,460
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    552,442
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    36,277,018
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,813,851
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,813,851
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    37,017
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    37,017
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,776,834
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,776,834
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,776,834
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,059,124
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,059,124
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    37,017
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,022,107
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,776,834
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017...... 467,499
    fTotal of lines 3a through e........ 467,499
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,059,124
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 1,776,834
    e Remaining amount distributed out of corpus 282,290
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 749,789
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		749,789
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017.... 467,499
    e Excess from 2018.... 282,290
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    EDWARD WHITE EXECUTIVE DIRECTOR
    175 OLD COUNTRY RD
    HICKSVILLE,NY11801
    (516) 545-6100
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS ARE ACCEPTED THROUGH THE ON-LINE APPLICATION SYSTEM ENTITLED CYBERGRANTS.
    cAny submission deadlines:
    THROUGH OCTOBER 31 OF ANY GIVEN YEAR, HOWEVER, AT TIMES, THE DEADLINE IS EXTENDED
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE NATIONAL GRID FOUNDATION GENERALLY PROVIDES GRANTS TO SUPPORT ORGANIZATIONS THAT ENGAGE IN ENVIRONMENTAL AND EDUCATIONAL PROGRAMMING AS WELL AS EMERGENCY FUEL NEUTRAL HEATING FUNDS WITHIN ITS GRANT MAKING TERRITORY ACROSS THE NORTHEAST. ON OCCASION, THE BOARD OF DIRECTORS MAY CHOOSE TO SUPPORT ORGANIZATIONS AND EFFORTS THAT FALL OUTSIDE THESE PARAMETERS
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACCESS TO INDEPENDENCE OF CORTLAND COUNTY
    26 NORTH MAIN STREET
    CORTLAND,NY13045     		NONE PC YOUTH WITH DISABILITIES WORK READINESS 5,000
    AFTER-SCHOOL ALL-STARS
    81 PROSPECT STREET
    BROOKLYN,NY11201     		NONE PC OUTDOOR EDUCATION PROGRAMS 15,000
    AUDUBON SOCIETY OF RHODE ISLAND
    12 SANDERSON ROAD
    SMITHFIELD,RI02910     		NONE PC ENVIRONMENTAL EDUCATION FOR URBAN SCHOOLS 20,000
    BARUCH COLLEGE
    1 BERNARD BARUCH WAY A-1603
    NEW YORK,NY10010     		NONE PC SEEK MATH INTERVENTION AND SACC BARUCH ACADEMIC REBOUND (BAR) PROGRAM 25,000
    BEAM CENTER
    60 SACKETT STREET
    BROOKLYN,NY11231     		NONE PC BEAM APPRENTICES AND TEEN INSTRUCTOR PROGRAM 20,000
    BOYS AND GIRLS CLUB OF BROCKTON
    233 WARREN AVENUE
    BROCKTON,MA02301     		NONE PC STEM EDUCATION 10,000
    BOYS AND GIRLS CLUB OF PAWTUCKET
    ONE MOELLER PLACE
    PAWTUCKET,RI02860     		NONE PC OUT OF SCHOOL TIME EDUCATION PROGRAMS 10,000
    BOYS AND GIRLS CLUB OF STONEEHAM & WAKEFIELD
    15 DALE COURT
    STONEHAM,MA02180     		NONE PC ENVIRONMENTAL EDUCATION PROGRAM FOR CHILDREN 25,500
    BROOKLYN HISTORICAL SOCIETY
    128 PIERREPONT STREET
    BROOKLYN,NY11201     		NONE PC 2017 SUMMER LEARNING PROJECT 20,000
    BROOKLYN PUBLIC LIBRARY
    10 GRAND ARMY PLAZA
    BROOKLYN,NY11238     		NONE PC SUMMER READING 2018 50,000
    BUFFALO CENTER FOR THE ARTS AND TECHNOLOGY
    1221 MAIN STREET
    BUFFALO,NY14209     		NONE PC BUILDING TECHNICAL & LIFE SKILLS FOR A BETTER FUTURE 20,000
    CAREER COLLABORATIVE
    77 SUMMER STREET
    BOSTON,MA02110     		NONE PC "TWO YEARS OF READINESS" - CAREER READINESS AND COACHING PROGRAM GROWTH 10,000
    CATHOLIC CHARITIES OF THE DIOCESE OF ALBANY
    40 N MAIN AVENUE
    ALBANY,NY12203     		NONE PC 2018 EMERGENCY ENERGY ASSISTANCE SERVICES 120,000
    CATHOLIC SOCIAL SERVICES OF RHODE ISLAND
    ONE CATHEDRAL SQUARE
    PROVIDENCE,RI02903     		NONE PC KEEP THE HEAT ON FUND CHALLENGE 100,000
    CEC STUYVESANT COVE INC DBA SOLAR ONE
    37 WEST 26 STREET SUITE 209
    NEW YORK,NY10010     		NONE PC GREEN DESIGN LAB 30,000
    CENTER FOR SOUTHEAST ASIANS
    270 ELMWOOD AVENUE
    PROVIDENCE,RI02907     		NONE PC MULTI-TIER LITERACY PROGRAM 10,000
    CHANGE IS SIMPLE
    8 ENON STREET
    BEVERLY,MA01915     		NONE PC STEM MENTORS FOR ENERGY EDUCATION 25,000
    CITIZEN SCHOOLS
    CONGRESS STREET 6TH FLOOR
    BOSTON,MA02210     		NONE PC CLOSING THE OPPORTUNITY GAP FOR MIDDLE SCHOOL STUDENTS IN BOSTON, MA 25,000
    COLLEGE BOUND DORCHESTER
    18 SAMOSET STREET
    DORCHESTER,MA02024     		NONE PC BOSTON UNCORNERED 20,000
    COLLEGE OF SAINT ROSE
    2 WESTERN AVENUE
    ALBANY,NY12203     		NONE PC (ALANA) IS LEADERSHIP MENTOR PROGRAM 20,000
    CONCORD BAPTIST CHURCH OF CHRIST
    833 GARDENR C TAYLOR BOULEVARD
    BROOKLY,NY11216     		NONE PC CONCORD FREEDOM SCHOOL PROGRAM 30,000
    CORO
    42 BROADWAY SUITE 1827
    NEW YORK,NY10004     		NONE PC PARTICIPATORY BUDGETING YOUTH FELLOWSHIP 15,000
    COURAGEOUS SAILING
    197 8TH STREET
    BOSTON,MA02129     		NONE PC SWIM, SAIL, SCIENCE PROGRAM STEM FOCUS 15,000
    CRISTO REY BOSTON HIGH SCHOOL
    100 SAVIN HILL AVENUE
    BOSTON,MA02125     		NONE PC NON-PROFIT PLACEMENT SUPPORT 18,000
    CRISTO REY BROOKLYN HIGH SCHOOL
    710 EAST 37 STREET
    BROOKLYN,NY11203     		NONE PC 2018 SUMMER TRAINING PROGRAM 30,000
    DANCEWAVE
    45 FOURTH AVENUE
    BROOKLYN,NY11217     		NONE PC D-WAVE IN MOTION DANCE RESIDENCY 9,800
    EARTHWATCH INSTITUTE
    114 WESTERN AVENUE
    BOSTON,MA02134     		NONE PC TECH EARTH 16,500
    FIRSTWORKS
    275 WESTMINSTER STREET
    PROVIDENCE,RI02903     		NONE PC EARTH FIRST --ARTSAND EDUCATION-BASED PROGRAMS FOR YOUTH 20,000
    FIVER CHILDREN'S FOUNDATION
    519 8TH AVENUE 24TH FLOOR
    NEW YORK,NY10018     		NONE PC CAMP FIVER'S ENVIRONMENTAL EDUCATION PROGRAM 5,000
    FREEDOM HOUSE INC
    5 CRAWFORD STREET
    DORCHESTER,MA02121     		NONE PC PREPARING URBAN STUDENTS FOR HIGHER EDUCATION (PUSH) 20,000
    FRIENDS OF THE CHILDREN OF BOSTON
    555 AMORY STREET
    JAMIACA PLAIN,MA02130     		NONE PC ACHIEVERS PROGRAM 20,000
    GREAT SOUTH BAY YMCA
    200 WEST MAIN STREET
    BAY SHORE,NY11706     		NONE PC YMCA AFTER-SCHOOL TUTORINGPROGRAM (CHILDREN/YOUNG ADULTS) 18,000
    GREEN TECHNOLOGY CLUB CORP
    22 ARMOR PLACE
    STATEN ISLAN,NY10309     		NONE PC STATEN ISLAND SOLAR CAR STEM 2,500
    HARLEM EDUCATION ACTIVITIES FUND (HEAF)
    2090 ADAM CLAYTON POWELL JR BLVD 10
    FLOOR
    NEW YORK,NY10027     		NONE PC HEAF @ BROOKLYN COLLEGE 20,000
    HELEN KELLER SERVICES FOR THE BLIND BROOKLYN
    180 LIVINGSTON STREET
    BROOKLYN,NY11201     		NONE PC YOUTH EMPLOYMENT STRATEGIES YES PROGRAM 15,000
    JFYNETWORKS
    44 SCHOOL STREET SUITE 1010
    BOSTON,MA02108     		NONE PC COLLEGE AND CAREER READINESS: SUPPORT MADISON PARK TECHNICAL VOCATIONAL HIGH SCHOOL 20,000
    LATINO STEM ALLIANCE
    20 MORAINE STREET
    BOSTON,MA02130     		NONE PC ROBOTICS FOR UNDERREPRESNTED MIDDLE SCHOOL STUDENTS 25,000
    LAZAROUS HOUSE
    412 HAMPSHIRE STREET
    LAWRENCE,MA01842     		NONE PC OPENING DOORS OUT OF POVERTY THROUGH EDUCATION & WORK PREPARATION 10,000
    LITERACY VOLUNTEERS OF GREATER WORCESTER
    3 SALEM SQUARE SUITE 332
    WORCESTER,MA01608     		NONE PC ENGLISH PROFICIENCY: THE ROAD TO ECONOMIC SECURITY 5,000
    LONG ISLAND PINE BARRENS SOCIETY 547 EAST MAIN STREET
    547 EAST MAIN STREET
    RIVERHEAD,NY11901     		NONE PC ENHANCED MIDDLE SCHOOL KIDS GO TO COLLEGE PROGRAM 30,000
    MADISON SQUARE BOYS AND GIRLS CLUB
    733 THIRD AVENUE FLOOR 2
    NEW YORK,NY10017     		NONE PC ACADEMIC SUCCESS FOR YOUTH AGES 6-9 EXPLORERS ACADEMY 9,800
    MALDEN YMCA
    99 WOOD STREET
    BRISTOL,RI02809     		NONE PC PASS SCHOOL TO CAREER PATHWAY PROGRAM 10,000
    MERCYWORKS
    1221 SOUTH SALINA STREET
    SYRACUSE,NY13205     		NONE PC ENVIRONMENTAL EDUCATION PROGRAM FOR CHILDREN 25,000
    MERRIMACK VALLEY IMMIGRANT & EDUCATION CENTER
    439 SOUTH UNION STREET
    LAWRENCE,MA01843     		NONE PC ENGLISH AS A SECOND LANGUAGE/WORKPLACE ENGLISH EXPANSION PROGRAM 10,000
    MOLLOY COLLEGE
    1000 HEMPSTEAD TURNPIKE
    CENTRE,NY11571     		NONE PC NATIONAL GRID FOUNDATION TEACHING GREEN INSTITUTE 2018 30,000
    MUSEUM INSTITUTE FOR TEACHING SCIENCE
    1354 HANCOCK STREET SUITE 202
    HANCOCK,MA02169     		NONE PC HELPING TEACHERS INSPIRE THE NEXT GENERATION OF SCIENTISTS 20,000
    ON-POINT FOR COLLEGE
    488 WEST ONONDAGA STREET
    SYRACUSE,NY13202     		NONE PC NGF SUMMER ORIENTATION PROGRAM 2018 25,000
    PROVIDENCE COLLEGE
    ONE CUNNINGHAM SQUARE
    PROVIDENCE,RI02918     		NONE PC 2018/2019 HOOPS FOR THE STARS PROGRAM 35,000
    READ TO SUCCEED
    6 WATER VALLEY ROAD
    HOPE,RI02831     		NONE PC SUMMERY READING PROGRAM 10,000
    RENSSELAER POLYTECHNIC INSTITUTE
    405 BROADWAY
    TROY,NY12180     		NONE PC 2018/2019 SHOOT FOR THE STARS 15,000
    RESILIENT CODERS
    50 MILK STREET 12TH FLOOR
    BOSTON,MA02109     		NONE PC APPRENTICESHIPS IN SOFTWARE ENGINEERING 20,000
    RHODE ISLAND COMMUNITY FOOD BANK
    200 NIANTIC AVENUE
    PROVIDENCE,RI02907     		NONE PC COMMUNITY KITCHEN CULINARY JOB TRAINING 10,000
    SAVE THE HARBOR SAVE THE BAY
    212 NORTHERN AVENUE SUITE 304
    WEST BOSTON,MA02210     		NONE PC FALL 2018/ SUMMER 2019 YOUTH ENVIRONMENTAL EDUCATION PROGRAMS 10,000
    SEVEN HILLS FOUNDATION
    81 HOPE AVENUE
    WORCESTER,MA01603     		NONE PC ASPIRE! WORKFORCE READINESS & EMPLOYMENT PROGRAM 25,000
    SIENA COLLEGE
    515 LOUDON ROAD
    LOUNDONVILLE,NY12211     		NONE PC 2018/2019 HOOPS FOR THE STARS PROGRAM 25,000
    SMARTS COLLABORATIVE
    135 COUNTRY STREET
    ATTLEBORO,MA02703     		NONE PC INCREASE CAPACITY AND OUTREACH FOR SUMMER INSTITUTE 2,000
    SOCIAL ENTERPRISE AND TRAING CENTER (SEAT)
    131 SATE STREET
    SCHENECTADY,NY12305     		NONE PC LEARNING SKILLS THROUGH AFFORDABLE HOUSING 25,000
    SOCIETY FOR THE PRESERVATION OF WEEKSVILLE
    158 BUFFALO AVENUE
    BROOKLYN,NY11213     		NONE PC BALLAST FLORA 20,000
    ST FRANCIS COLLEGE
    180 REMSEN STREET
    BROOKLYN,NY11201     		NONE PC PROJECT ACCESS 25,000
    ST JOSEPH HIGH SCHOOL
    80 WILLOUGHBY STREET
    BROOKLYN,NY11201     		NONE PC BUILDING STEAM PROGRAM 20,000
    SYRACUSE UNIVERSITY
    820 COMSTOCK AVENUE SUITE 214
    SYRACUSE,NY13244     		NONE PC 2018/2019 HOOPS FOR THE STARS PROGRAM 35,000
    THE COMPASS SCHOOL
    537 OLD NORTH ROAD
    KINGSTON,RI02881     		NONE PC PROJECT FARM 5,000
    THE HOPE PROGRAM
    ONE SMITH STREET
    BROOKLYN,NY11201     		NONE PC TECH SKILLS TRAINING FOR LOW-INCOM NEW YORKERS 20,000
    THE LEARNING COMMUNITY
    21 LINCOLN AVENUE
    CENTRAL FALLS,RI02863     		NONE PC AFTER SCHOOL AND SUMMER EXPLORATORIUM PROGRAM 15,000
    THE YOUNG PEOPLE'S PROJECT
    99 BISHOP ALLEN DRIVE
    CAMBRIDGE,MA02139     		NONE PC EXCELING IN MATH 22,500
    UNITED SOUTH END SETTLEMENTS
    566 COLUMBUS AVE
    BOSTON,MA02118     		NONE PC WORKFORCE TECHNOLOGY TRAINING 15,000
    UNITED WAY OF LONG ISLAND
    819 GRAND BOULEVARD
    DEER PARK,NY11729     		NONE PC PROJECT WARMTH 110,000
    UNITED WAY OF MASSACHUSETTS BAY
    245 SUMMER STREET
    BOSTON,MA02210     		NONE PC THE FAMILY FUND 150,000
    UNIVERSITY OF BUFFALO FOUNDATION INC
    202C ALUMNI ARENA
    BUFFALO,NY14260     		NONE PC 2018/ 2019 HOOPS FOR THE STARS PROGRAM 15,000
    UNIVERSITY OF RHODE ISLAND FOUNDATION
    79 UPPER COLLEGE ROAD
    KINGSTON,RI02881     		NONE PC 2018/2019 HOOPS FOR THE STARS PROGRAM 25,000
    WORCESTER COMMUNITY ACTION COUNCIL INC
    484 MAIN STREET
    WORCESTER,MA01608     		NONE PC SCIENCE & NATURE FOR PRE-SCHOOLERS 15,000
    YEAR UP BOSTON
    45 MILK STREET 9TH FLOOR
    BOSTON,MA02109     		NONE PC EXPANSION TO ROXBURY COMMUNITY COLLEGE 20,000
    YMCA OF CENTRAL MASSWORCHESTER
    766 MAIN STREET
    WORCHESTER,MA01610     		NONE PC MINORITY ACHIEVERS PROGRAM 15,000
    YMCA OF CENTRAL MASSACHUSETTS
    1 SALEM SQUARE
    WORCESTER,MA01608     		NONE PC NURTURING STEM IN PRE-SCHOOLERS 25,000
    YMCA OF GREATER NEW YORK
    5 WEST 63 STREET 6TH FLOOR
    NEW YORK,NY10023     		NONE PC ROWE SCHOLARS PROGRAM 30,000
    Total .................................bullet 3a 1,814,600
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 1,327,298  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,374,442  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL EXCISE TAX RECOVERABLE     		        54,459
    bDEFERRED EXCISE TAX RECOVERABLE         67,515
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 3,701,740 121,974
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,823,714
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11A RECLASS OF FEDERAL EXCISE TAX EXPENSE (RECOVERABLE)
    11B RECLASS OF DEFERRED EXCISE TAX EXPENSE (RECOVERABLE)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    NATIONAL GRID FOUNDATION
    EIN:
    11-3466416
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 42,113 0 0 41,633

    TY 2018 InvestmentsOtherSchedule2
    Name:
    NATIONAL GRID FOUNDATION
    EIN:
    11-3466416
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS AT COST 32,533,901 32,533,901

    TY 2018 LegalFeesSchedule
    Name:
    NATIONAL GRID FOUNDATION
    EIN:
    11-3466416
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 22,830 0 0 22,830


    TY 2018 OtherAssetsSchedule
    Name:
    NATIONAL GRID FOUNDATION
    EIN:
    11-3466416
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST RECEIVABLE 11 272,015 272,015
    CURRENT EXCISE TAX 0 11,159 11,159


    TY 2018 OtherDecreasesSchedule
    Name:
    NATIONAL GRID FOUNDATION
    EIN:
    11-3466416
    Description Amount
    UNREALIZED LOSSES 6,348,980


    TY 2018 OtherExpensesSchedule
    Name:
    NATIONAL GRID FOUNDATION
    EIN:
    11-3466416
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GENERAL & ADMINISTRATIVE EXP 35,219 0 0 0


    TY 2018 OtherIncomeSchedule2
    Name:
    NATIONAL GRID FOUNDATION
    EIN:
    11-3466416
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL EXCISE TAX RECOVERABLE 54,459   54,459
    DEFERRED EXCISE TAX RECOVERABLE 67,515   67,515


    TY 2018 OtherLiabilitiesSchedule
    Name:
    NATIONAL GRID FOUNDATION
    EIN:
    11-3466416
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYABLE TO NATIONAL GRID CORP 76,247 100,840
    CURRENT EXCISE TAX PAYABLE 72,749 0
    DEFERRED EXCISE TAX PAYABLE 67,515 0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    NATIONAL GRID FOUNDATION
    EIN:
    11-3466416
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 0 188,692 0 0
    PROFESSIONAL FEE - OTHER CONTRACTOR 5,000 0 0 5,000