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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
GENUARDI FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)460 NORRISTOWN ROAD 320
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BLUE BELL, PA19422
A Employer identification number

23-3041300
B Telephone number (see instructions)

(610) 834-2030
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$31,691,745J 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 23 23  
4 Dividends and interest from securities... 535,240 562,794  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,653,490
b Gross sales price for all assets on line 6a 9,583,599
7 Capital gain net income (from Part IV, line 2)... 2,925,546
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 0 1,138  
12 Total. Add lines 1 through 11........ 3,188,753 3,489,501  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 2,071 1,657   414
b Accounting fees (attach schedule)....... Click to see attachment 15,740 12,592   3,148
c Other professional fees (attach schedule).... Click to see attachment 348,573 122,578   225,995
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 33,987 1,703   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 159 0  
20 Occupancy.............. 33,029 3,303   29,726
21 Travel, conferences, and meetings....... 138 14   124
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 91,508 59,253   52,316
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 525,205 201,100   311,723
25 Contributions, gifts, grants paid....... 3,077,000 3,077,000
26 Total expenses and disbursements. Add lines 24 and 25 3,602,205 201,100   3,388,723
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -413,452
b Net investment income (if negative, enter -0-) 3,288,401
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 6,424 8,087 8,087
2 Savings and temporary cash investments......... 2,513,258 1,896,774 1,896,774
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)....... 15,920,103 Click to see attachment16,075,170 21,790,873
c Investments—corporate bonds (attach schedule)....... 5,241,445 Click to see attachment5,387,904 7,993,551
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet45,161
Less: accumulated depreciation (attach schedule) bullet45,161 159 Click to see attachment0 0
15 Other assets (describe bullet) Click to see attachment2,460 Click to see attachment2,460 Click to see attachment2,460
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 23,683,849 23,370,395 31,691,745
Liabilities 17 Accounts payable and accrued expenses..........    
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 23,683,849 23,370,395
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 23,683,849 23,370,395
30 Total liabilities and net assets/fund balances (see instructions). 23,683,849 23,370,395
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
23,683,849
2
Enter amount from Part I, line 27a .....................
2
-413,452
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
102,865
4
Add lines 1, 2, and 3 ..........................
4
23,373,262
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,867
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
23,370,395
Form 990-PF (2021)
Form 990-PF (2021)
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 CHARLES SCHWAB X9741 - ST P   2021-12-31
b CHARLES SCHWAB X9741 - LT P   2021-12-31
c CHARLES SCHWAB X9779 - ST P   2021-12-31
d CHARLES SCHWAB X9779 - LT P   2021-12-31
e CHARLES SCHWAB X2166 - ST P   2021-12-31
CHARLES SCHWAB X2166 - LT P   2021-12-31
CHARLES SCHWAB X9248 - LT P   2021-12-31
SECURITY LITIGATION PROCEEDS - LT P   2021-12-31
REF PARTNERS - DISTRIBUTION IN EXCESS OF BASIS P   2021-12-31
REF PARTNERS - ST P   2021-12-31
REF PARTNERS - LT P   2021-12-31
CAPITAL GAINS DIVIDENDS P    
(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 401,015   328,665 72,350
b 905,668   614,608 291,060
c 286,651   199,510 87,141
d 881,012   605,318 275,694
e 2,027,283   2,066,354 -39,071
969,842   922,293 47,549
2,649,893   1,503,018 1,146,875
1,352     1,352
274,062     274,062
    418,287 -418,287
416,281     416,281
770,540     770,540
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       72,350
b       291,060
c       87,141
d       275,694
e       -39,071
      47,549
      1,146,875
      1,352
      274,062
      -418,287
      416,281
      770,540
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 2,925,546
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 45,709
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 45,709
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 20,659
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 45,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 65,659
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 8
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 19,942
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet19,942 RefundedBullet 11 0
Part VI-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 the instructions
for the 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
    Yes
     
    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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletWWW.GENUARDIFAMILYFOUNDATION.ORG
    14
    The books are in care ofbulletDOMINIC S GENUARDI JR Telephone no.bullet (610) 834-2030

    Located atbullet460 NORRISTOWN ROAD STE 320BLUE BELLPA ZIP+4bullet19422
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    CHARLES A GENUARDI DIRECTOR
    0.00     		0 0 0
    460 NORRISTOWN ROAD SUITE 320
    BLUE BELL,PA19422
    JAMES V GENUARDI DIRECTOR
    0.00     		0 0 0
    460 NORRISTOWN ROAD SUITE 320
    BLUE BELL,PA19422
    MICHAEL A GENUARDI DIRECTOR
    0.00     		0 0 0
    460 NORRISTOWN ROAD SUITE 320
    BLUE BELL,PA19422
    DOMINIC S GENUARDI JR TREASURER
    0.00     		0 0 0
    460 NORRISTOWN ROAD SUITE 320
    BLUE BELL,PA19422
    LAURENCE P GENUARDI VICE PRESIDENT
    0.00     		0 0 0
    460 NORRISTOWN ROAD SUITE 320
    BLUE BELL,PA19422
    ANTHONY D GENUARDI DIRECTOR
    0.00     		0 0 0
    460 NORRISTOWN ROAD SUITE 320
    BLUE BELL,PA19422
    DAVID T GENUARDI DIRECTOR
    0.00     		0 0 0
    460 NORRISTOWN ROAD SUITE 320
    BLUE BELL,PA19422
    GASPER A GENUARDI DIRECTOR
    0.00     		0 0 0
    460 NORRISTOWN ROAD SUITE 320
    BLUE BELL,PA19422
    KAREN J LOEPER DIRECTOR
    0.00     		0 0 0
    460 NORRISTOWN ROAD SUITE 320
    BLUE BELL,PA19422
    MICHAEL B KENNEDY DIRECTOR
    0.00     		0 0 0
    460 NORRISTOWN ROAD SUITE 320
    BLUE BELL,PA19422
    JOY G MEARS DIRECTOR
    0.00     		0 0 0
    460 NORRISTOWN ROAD SUITE 320
    BLUE BELL,PA19422
    BETH G BORRELLI PRESIDENT
    0.00     		0 0 0
    460 NORRISTOWN ROAD SUITE 320
    BLUE BELL,PA19422
    VICTORIA EDWARDS DIRECTOR
    0.00     		0 0 0
    460 NORRISTOWN ROAD SUITE 320
    BLUE BELL,PA19422
    MARISA C FERST SECRETARY
    0.00     		0 0 0
    460 NORRISTOWN ROAD SUITE 320
    BLUE BELL,PA19422
    FRANK L GENUARDI DIRECTOR
    0.00     		0 0 0
    460 NORRISTOWN ROAD SUITE 320
    BLUE BELL,PA19422
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    SENTINEL PERSONAL SERVICES LLC OPERATIONAL SUPPORT 299,632
    460 NORRISTOWN ROAD STE 320
    BLUE BELL,PA19422
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    29,174,702
    b
    Average of monthly cash balances.......................
    1b
    2,608,829
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,801
    d
    Total (add lines 1a, b, and c).........................
    1d
    31,786,332
    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
    31,786,332
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    476,795
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    31,309,537
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,565,477
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,565,477
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    45,709
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    45,709
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,519,768
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,519,768
    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 XII, line 1 ...
    7
    1,519,768
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,519,768
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018...... 809,059
    d From 2019...... 873,573
    e From 2020...... 1,613,982
    f Total of lines 3a through e ........ 3,296,614
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,388,723
    a Applied to 2020, 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 2021 distributable amount..... 1,519,768
    e Remaining amount distributed out of corpus 1,868,955
    5 Excess distributions carryover applied to 2021. 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 5,165,569
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		5,165,569
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 809,059
    c Excess from 2019.... 873,573
    d Excess from 2020.... 1,613,982
    e Excess from 2021.... 1,868,955
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    CHARLES A GENUARDI
    JAMES V GENUARDI
    MICHAEL A GENUARDI
    DOMINIC S GENUARDI JR
    LAURENCE P GENUARDI
    ANTHONY D GENUARDI
    DAVID T GENUARDI
    GASPER A GENUARDI
    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:
    MARISA C FERST
    460 NORRISTOWN ROAD SUITE 320
    BLUE BELL,PA19422
    (610) 834-2030
    bThe form in which applications should be submitted and information and materials they should include:
    PLEASE VISIT WWW.GENUARDIFAMILYFOUNDATION.ORG FOR ADDITIONAL DETAILS
    cAny submission deadlines:
    PLEASE VISIT WWW.GENUARDIFAMILYFOUNDATION.ORG FOR ADDITIONAL DETAILS
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PLEASE VISIT WWW.GENUARDIFAMILYFOUNDATION.ORG FOR ADDITIONAL DETAILS
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ACADEMY OF NOTRE DAME DE NAMUR
    560 SPROUL ROAD
    VILLANOVA,PA19085     		NONE PC OPERATIONAL SUPPORT 50,000
    ACLAMO FAMILY CENTERS
    512 WEST MARSHALL STREET
    NORRISTOWN,PA19401     		NONE PC OPERATIONAL SUPPORT 15,000
    ADVOCATES FOR HOMELESS & THOSE IN NEED
    PO BOX 184
    FAIRLESS HILLS,PA19030     		NONE PC OPERATIONAL SUPPORT 10,000
    AMERICAN DIABETES ASSOCIATION
    PO BOX 7023
    MERRIFIELD,VA11226     		NONE PC OPERATIONAL SUPPORT 10,000
    ANGEL FLIGHT EAST
    1501 NARCISSA ROAD
    BLUE BELL,PA19422     		NONE PC OPERATIONAL SUPPORT 10,000
    ASSOCIATION FOR ADULTS WITH DEVELOPMENTAL DISABILITIES
    261 OLD YORK RD STE 530
    JENKINTOWN,PA19046     		NONE PC OPERATIONAL SUPPORT 5,000
    BAKER INDUSTRIES INC
    184 PENNSYLVANIA AVENUE
    MALVERN,PA19355     		NONE PC OPERATIONAL SUPPORT 20,000
    BRANDYWINE HEALTH FOUNDATION
    50 SOUTH FIRST AVE
    COATESVILLE,PA19320     		NONE PC OPERATIONAL SUPPORT 10,000
    CAMP RAINBOW
    P O BOX 139
    SKIPPACK,PA19474     		NONE PC OPERATIONAL SUPPORT 10,000
    CASAYOUTH ADVOCATES INC
    26 E FOURTH ST PO BOX 407
    MEDIA,PA19063     		NONE PC OPERATIONAL SUPPORT 6,000
    CATHOLIC SOCIAL SERVICES
    222 N 17TH ST
    PHILADELPHIA,PA19103     		NONE PC OPERATIONAL SUPPORT 25,000
    CECIL AND GRACE BEAN'S SOUP KITCHEN INC
    520 CHURCH ST PO BOX 6
    NORRISTOWN,PA19404     		NONE PC OPERATIONAL SUPPORT 10,000
    CENTER SCHOOL
    2450 HAMILTON AVE
    ABINGTON,PA19001     		NONE PC OPERATIONAL SUPPORT 25,000
    CHESTER COUNTY FOOD BANK
    650 PENNSYLVANIA DR EAGLEVIEW
    CORPORATE CENTER
    EXTON,PA19341     		NONE PC OPERATIONAL SUPPORT 25,000
    CHESTER COUNTY OPPORTUNITIES INDUSTRIALIZATION CENTER
    22 N 5TH AVENUE
    COATESVILLE,PA19320     		NONE PC OPERATIONAL SUPPORT 15,000
    CHRIST'S HOME
    800 YORK ROAD
    WARMINSTER,PA18974     		NONE PC OPERATIONAL SUPPORT 10,000
    COLONIAL NEIGHBORHOOD COUNCIL
    107 E 4TH AVENUE
    CONSHOHOCKEN,PA19428     		NONE PC OPERATIONAL SUPPORT 5,000
    COMMUNITY VOLUNTEERS IN MEDICINE
    300 B LAWRENCE DRIVE
    WEST CHESTER,PA193804263     		NONE PC OPERATIONAL SUPPORT 10,000
    CRADLE OF HOPE INC
    1657 THE FAIRWAY PMB 140
    JENKINTOWN,PA19046     		NONE PC OPERATIONAL SUPPORT 10,000
    DAWN'S PLACE
    PO BOX 48253
    PHILADELPHIA,PA19144     		NONE PC OPERATIONAL SUPPORT 25,000
    DECADE TO DOORWAYS
    601 WESTTOWN RD SUITE 365
    WEST CHESTER,PA19380     		NONE PC OPERATIONAL SUPPORT 10,000
    DEVON PREPARATORY SCHOOL
    363 NORTH VALLEY FORGE ROAD
    DEVON,PA19333     		NONE PC OPERATIONAL SUPPORT 50,000
    DIAPER BANK OF SOUTHERN ARIZONA
    1050 S PLUMER AVE
    TUCSON,AZ85719     		NONE PC OPERATIONAL SUPPORT 10,000
    DOMESTIC ABUSE PROJECT OF DELAWARE COUNTY INC
    14 WEST SECOND STREET
    MEDIA,PA19063     		NONE PC OPERATIONAL SUPPORT 6,000
    DOMESTIC VIOLENCE CENTER OF CHESTER COUNTY
    PO BOX 832
    WEST CHESTER,PA19381     		NONE PC OPERATIONAL SUPPORT 6,000
    EINSTEIN MEDICAL CENTER MONTGOMERY
    559 W GERMANTOWN PIKE
    EAST NORRITON,PA19403     		NONE PC OPERATIONAL SUPPORT 110,000
    ELDERNET OF LOWER MERION AND NARBERTH
    9 SOUTH BRYN MAWR AVE
    BRYN MAWR,PA19010     		NONE PC OPERATIONAL SUPPORT 5,000
    FAMILY PROMISE OF DELAWARE COUNTYINTERFAITH HOSPITALITY NETWORK
    200 BROOKLINE BLVD
    HAVERTOWN,PA190833934     		NONE PC OPERATIONAL SUPPORT 10,000
    FAMILY PROMISE OF SOUTHERN CHESTER COUNTY
    1156 W BALTIMORE PIKE PO BOX 394
    KENNETT SQUARE,PA19348     		NONE PC OPERATIONAL SUPPORT 5,000
    FOR PETE'S SAKE CANCER RESPITE FOUNDATION
    620 W GERMANTOWN PK STE 250
    PLYMOUTH MEETING,PA19462     		NONE PC OPERATIONAL SUPPORT 10,000
    FORTENITERS CLUB INC
    P O BOX 962
    NORRISTOWN,PA19404     		NONE PC OPERATIONAL SUPPORT 5,000
    FRANKLIN INSTITUTE
    222 N 20TH ST
    PHILADELPHIA,PA19103     		NONE PC OPERATIONAL SUPPORT 10,000
    FRIENDS ASSOCIATION FOR CARE AND PROTECTION OF CHILDREN
    113 WEST CHESTNUT STREET
    WEST CHESTER,PA19380     		NONE PC OPERATIONAL SUPPORT 20,000
    GEORGE WASHINGTON CARVER COMMUNITY CENTER
    249 E JACOBY STREET
    NORRISTOWN,PA19401     		NONE PC OPERATIONAL SUPPORT 10,000
    GESU SCHOOL
    1700 WEST THOMPSON STREET
    PHILADELPHIA,PA19121     		NONE PC OPERATIONAL SUPPORT 15,000
    GOOD NEIGHBORS INC
    224 EAST STREET RD SUITE 2
    KENNETT SQUARE,PA19348     		NONE PC OPERATIONAL SUPPORT 10,000
    GOOD SAMARITAN SERVICES
    P O BOX 551
    PHOENIXVILLE,PA19460     		NONE PC OPERATIONAL SUPPORT 18,000
    GOOD WORKS INC
    PO BOX 1441
    COATESVILLE,PA19320     		NONE PC OPERATIONAL SUPPORT 10,000
    GREENER PARTNERS
    PO BOX 221
    FAIRVIEW VILLAGE,PA194090221     		NONE PC OPERATIONAL SUPPORT 15,000
    GWYNEDD MERCY UNIVERSITY SCHOOL OF NURSING
    1325 SUMNEYTOWN PK PO BOX 901
    GWYNEDD VALLEY,PA194370901     		NONE PC OPERATIONAL SUPPORT 10,000
    HABITAT FOR HUMANITY OF MONTGOMERY AND DELAWARE COUNTIES
    533 FOUNDRY ROAD
    WEST NORRITON,PA19403     		NONE PC OPERATIONAL SUPPORT 40,000
    HEDWIG HOUSE INC
    109 JENKINS AVE
    LANSDALE,PA19446     		NONE PC OPERATIONAL SUPPORT 10,000
    HOME OF THE SPARROW
    969 E SWEDESFORD RD
    EXTON,PA19341     		NONE PC OPERATIONAL SUPPORT 15,000
    INDIAN CREEK FOUNDATION
    420 COWPATH ROAD
    SOUDERTON,PA18964     		NONE PC OPERATIONAL SUPPORT 25,000
    INGLIS FOUNDATION
    2600 BELMONT AVENUE
    PHILADELPHIA,PA19131     		NONE PC OPERATIONAL SUPPORT 10,000
    INTERFAITH HOSPITALITY NETWORK OF THE MAIN LINE
    1449 DEKALB STREET
    NORRISTOWN,PA19401     		NONE PC OPERATIONAL SUPPORT 10,000
    INTER-FAITH HOUSING ALLIANCE
    31 S SPRING GARDEN STREET
    AMBLER,PA190020141     		NONE PC OPERATIONAL SUPPORT 15,000
    JEFFERSON UNIVERSITY
    4201 HENRY AVE
    PHILADELPHIA,PA19144     		NONE PC OPERATIONAL SUPPORT 15,000
    KEYSTONE OPPORTUNITY CENTER
    104 N MAIN STREET
    SOUDERTON,PA18964     		NONE PC OPERATIONAL SUPPORT 10,000
    LAUREL HOUSE
    180 W GERMANTOWN PIKE
    EAST NORRITON,PA19401     		NONE PC OPERATIONAL SUPPORT 5,000
    LEGAL AID OF SOUTHEASTERN PENNSYLVANIA
    625 SWEDE ST
    NORRISTOWN,PA19401     		NONE PC OPERATIONAL SUPPORT 20,000
    LITERACY CONNECTS
    200 E YAVAPAI RD
    TUCSON,AZ85705     		NONE PC OPERATIONAL SUPPORT 10,000
    LITERACY COUNCIL OF NORRISTOWN
    113 E AIRY STREET
    NORRISTOWN,PA19401     		NONE PC OPERATIONAL SUPPORT 7,000
    MAIN LINE MEALS ON WHEELS INC
    60 SURREY WAY PO BOX 801
    DEVON,PA19333     		NONE PC OPERATIONAL SUPPORT 10,000
    MANNA ON MAIN STREET
    606 E MAIN ST STE 1001 PO BOX 763
    LANSDALE,PA19446     		NONE PC OPERATIONAL SUPPORT 30,000
    MATERNITY CARE COALITION
    2000 HAMILTON ST STE 205
    PHILADELPHIA,PA19130     		NONE PC OPERATIONAL SUPPORT 5,000
    MEALS ON WHEELS OF CHESTER COUNTY
    404 WILLOWBROOK LANE
    WEST CHESTER,PA193825570     		NONE PC OPERATIONAL SUPPORT 10,000
    MICHAEL J FOX FOUNDATION
    111 W 33RD ST 10TH FL
    NEW YORK,NY10001     		NONE PC OPERATIONAL SUPPORT 25,000
    MISSION KIDS CHILD ADVOCACY CENTER OF MONTGOMERY COUNTY
    PO BOX 413
    BLUE BELL,PA194220413     		NONE PC OPERATIONAL SUPPORT 5,000
    MOM'S HOUSE
    145 SOUTH MAIN STREET
    PHOENIXVILLE,PA19460     		NONE PC OPERATIONAL SUPPORT 10,000
    MONTCO ANTI-HUNGER NETWORK OPERATING UNDER TRICOUNTY COMMUNITY NETWORK
    724 N ADAMS STREET SUITE 203
    POTTSTOWN,PA19464     		NONE PC OPERATIONAL SUPPORT 15,000
    MONTGOMERY CHILD ADVOCACY PROJECT
    409 CHERRY STREET
    NORRISTOWN,PA19401     		NONE PC OPERATIONAL SUPPORT 7,000
    MONTGOMERY COUNTY FOUNDATION INC
    4 SENTRY PARKWAY EAST STE 302
    BLUE BELL,PA19422     		NONE PC OPERATIONAL SUPPORT 60,000
    MONTGOMERY COUNTY OIC
    1101 ARCH STREET
    NORRISTOWN,PA194014056     		NONE PC OPERATIONAL SUPPORT 15,000
    MONTGOMERY COUNTY-NORRISTOWN PUBLIC LIBRARY
    1001 POWELL ST
    NORRISTOWN,PA19401     		NONE PC OPERATIONAL SUPPORT 5,000
    MOTHERS' HOME
    51 N MACDADE BLVD
    DARBY,PA19023     		NONE PC OPERATIONAL SUPPORT 15,000
    NORRISTOWN MINISTRIES HOSPITALITY CENTER
    530 CHURCH STREET 1ST FLOOR
    NORRISTOWN,PA19401     		NONE PC OPERATIONAL SUPPORT 10,000
    NORRISTOWN ZOOLOGICAL SOCIETY
    ELMWOOD PARK ZOO 1661 HARDING BLVD
    NORRISTOWN,PA19401     		NONE PC OPERATIONAL SUPPORT 200,000
    NORTH PENN VALLEY BOYS & GIRLS CLUB
    16 SUSQUEHANNA AVE PO BOX 103
    LANSDALE,PA19446     		NONE PC OPERATIONAL SUPPORT 4,000
    NORTH STAR OF CHESTER COUNTY
    330 W MARKET STREET
    WEST CHESTER,PA19382     		NONE PC OPERATIONAL SUPPORT 10,000
    OPEN HEARTH INC
    101 N MAIN ST STE A-1
    SPRING CITY,PA19475     		NONE PC OPERATIONAL SUPPORT 45,000
    ORION COMMUNITIES INC
    237 BRIDGE STREET
    PHOENIXVILLE,PA19460     		NONE PC OPERATIONAL SUPPORT 5,000
    OVERBROOK SCHOOL FOR THE BLIND
    6333 MALVERN AVENUE
    PHILADELPHIA,PA19151     		NONE PC OPERATIONAL SUPPORT 5,000
    OXFORD AREA NEIGHBORHOOD SERVICES CENTER
    35 NORTH 3RD STREET
    OXFORD,PA19363     		NONE PC OPERATIONAL SUPPORT 10,000
    PATRICIAN SOCIETY OF CENTRAL NORRISTOWN
    121 E CHESTNUT STREET
    NORRISTOWN,PA194013905     		NONE PC OPERATIONAL SUPPORT 15,000
    PHOENIXVILLE AREA COMMUNITY SERVICES
    101 BUCHANAN ST
    PHOENIXVILLE,PA19460     		NONE PC OPERATIONAL SUPPORT 15,000
    POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES
    57 N FRANKLIN STREET
    POTTSTOWN,PA19464     		NONE PC OPERATIONAL SUPPORT 25,000
    RIDER UNIVERSITY
    2083 LAWRENCEVILLE RD MOORE LIBRARY
    STE 137
    LAWRENCEVILLE,NJ086483099     		NONE PC OPERATIONAL SUPPORT 20,000
    ROLLING HARVEST FOOD RESCUE
    3920 RIVER ROAD
    LUMBERVILLE,PA18933     		NONE PC OPERATIONAL SUPPORT 15,000
    ROYER-GREAVES SCHOOL FOR BLIND
    118 S VALLEY ROAD
    PAOLI,PA19301     		NONE PC OPERATIONAL SUPPORT 5,000
    RSVP OF MONTGOMERY COUNTY
    901 E 8TH AVE STE 200
    KING OF PRUSSIA,PA19406     		NONE PC OPERATIONAL SUPPORT 7,000
    SAFE HARBOR OF CHESTER COUNTY INC
    20 NORTH MATLACK ST
    WEST CHESTER,PA19380     		NONE PC OPERATIONAL SUPPORT 15,000
    SAINT JOSEPH'S UNIVERSITY
    5600 CITY AVENUE
    PHILADELPHIA,PA19131     		NONE PC OPERATIONAL SUPPORT 40,000
    SEBASTIAN RIDING ASSOCIATES INC
    3589 WATER STREET ROAD
    COLLEGEVILLE,PA19426     		NONE PC OPERATIONAL SUPPORT 25,000
    SENIOR ADULT ACTIVITIES CENTER OF MONTGOMERY COUNTY
    536 GEORGE STREET
    NORRISTOWN,PA19401     		NONE PC OPERATIONAL SUPPORT 10,000
    SETTLEMENT MUSIC SCHOOL
    416 QUEEN ST PO BOX 63966
    PHILADELPHIA,PA191473966     		NONE PC OPERATIONAL SUPPORT 20,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		NONE PC OPERATIONAL SUPPORT 15,000
    ST PATRICK CHURCH COMMUNITY CENTER
    703 GREEN STREET
    NORRISTOWN,PA19401     		NONE PC OPERATIONAL SUPPORT 10,000
    STC HEALTHCARE PARTNERS LLC DBA ST CHRISTOPHER'S HOSPITAL FOR CHILDREN
    160 EAST ERIE AVENUE
    PHILADELPHIA,PA19134     		NONE PC OPERATIONAL SUPPORT 10,000
    SUPERKIDS OF MONTGOMERY COUNTY INC
    P O BOX 1472
    BLUE BELL,PA19422     		NONE PC OPERATIONAL SUPPORT 10,000
    SUPPORT CENTER FOR CHILD ADVOCATES
    1617 JFK BLVD SUITE 1200
    PHILADELPHIA,PA19103     		NONE PC OPERATIONAL SUPPORT 5,000
    THE ALS ASSOCIATION GREATER PHILADELPHIA CHAPTER
    321 NORRISTOWN RD STE 260
    AMBLER,PA19002     		NONE PC OPERATIONAL SUPPORT 20,000
    THE CHILDREN'S HOSPITAL OF PHILADELPHIA
    3401 CIVIC CENTER BLVD
    PHILADELPHIA,PA19104     		NONE PC OPERATIONAL SUPPORT 1,210,000
    THE OPEN LINK
    452 PENN STREET
    PENNSBURG,PA18073     		NONE PC OPERATIONAL SUPPORT 14,000
    THE PATHWAY SCHOOL
    162 EGYPT RD
    JEFFERSONVILLE,PA19403     		NONE PC OPERATIONAL SUPPORT 10,000
    THE SALVATION ARMY EASTERN PENNSYLVANIA & DELAWARE
    701 NORTH BROAD STREET
    PHILADELPHIA,PA19123     		NONE PC OPERATIONAL SUPPORT 10,000
    THE SALVATION ARMY NORRISTOWN CORPS
    533 SWEDE ST BOX 308
    NORRISTOWN,PA194010308     		NONE PC OPERATIONAL SUPPORT 35,000
    TUCSON WILDLIFE CENTER INC
    13275 ESPEEDWAY BLVD PO BOX 18320
    TUCSON,AZ85731     		NONE PC OPERATIONAL SUPPORT 60,000
    VALLEY FORGE EDUCATIONAL SERVICES
    1777 N VALLEY ROAD
    MALVERN,PA19355     		NONE PC OPERATIONAL SUPPORT 10,000
    VARIETY - THE CHILDREN'S CHARITY OF THE DELAWARE VALLEY
    2950 POTSHOP RD PO BOX 609
    WORCESTER,PA19490     		NONE PC OPERATIONAL SUPPORT 35,000
    VICTIM SERVICES CENTER OF MONTGOMERY COUNTY INC
    325 SWEDE ST 2ND FL
    NORRISTOWN,PA19401     		NONE PC OPERATIONAL SUPPORT 5,000
    WC ATKINSON MEMORIAL COMMUNITY SERVICE CENTER INC
    822 E CHESTNUT ST PO BOX 329
    COATESVILLE,PA19320     		NONE PC OPERATIONAL SUPPORT 10,000
    WAYNE ART CENTER
    413 MAPLEWOOD AVENUE
    WAYNE,PA19087     		NONE PC OPERATIONAL SUPPORT 5,000
    WELCOMING THE STRANGER
    PO BOX 1156
    LANGHORNE,PA19047     		NONE PC OPERATIONAL SUPPORT 10,000
    WEST CHESTER FOOD CUPBOARD
    431 S BOLMAR ST
    WEST CHESTER,PA19382     		NONE PC OPERATIONAL SUPPORT 15,000
    WILLIAMSON COLLEGE OF THE TRADES
    106 S NEW MIDDLETOWN ROAD
    MEDIA,PA19063     		NONE PC OPERATIONAL SUPPORT 10,000
    WOMEN'S CENTER OF MONTGOMERY COUNTY
    2506 N BROAD ST STE 203
    COLMAR,PA18915     		NONE PC OPERATIONAL SUPPORT 7,000
    YOUNGMOMS
    111 MARSHALL ST PO BOX 376
    KENNETT SQUARE,PA19348     		NONE PC OPERATIONAL SUPPORT 5,000
    Total .................................bullet 3a 3,077,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 23  
    4 Dividends and interest from securities ....          
    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 2,653,490  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME - INVESTMENT     		    01    
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 3,188,753 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,188,753
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    GENUARDI FAMILY FOUNDATION
    EIN:
    23-3041300
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PRICEWATERHOUSECOOPERS LLP 15,740 12,592   3,148

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    GENUARDI FAMILY FOUNDATION
    EIN:
    23-3041300
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FURNITURE 2010-08-04 10,473 5,237 200DB 7.000000000000 0 0    
    COMPUTER 2013-10-01 199 199 200DB 5.000000000000 0 0    
    IAN SERVER 2016-12-27 3,940 1,811 200DB 5.000000000000 159 0    
    COMPUTER 2001-03-15 1,850 1,850 200DB 5.000000000000 0 0    
    COMPUTER 2001-03-15 2,043 2,043 200DB 5.000000000000 0 0    
    SOFTWARE 2001-01-23 379 379 200DB 3.000000000000 0 0    
    FURNITURE 2001-02-15 23,073 23,073 200DB 7.000000000000 0 0    
    IMPROVEMENT 2001-05-08 675 675 SL 15.000000000000 0 0    
    COMPUTER 2007-02-28 481 481 200DB 5.000000000000 0 0    
    COMPUTER 2018-10-30 1,092   200DB 5.000000000000 0 0    
    COMPUTER 2019-11-12 956   200DB 5.000000000000 0 0    

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    GENUARDI FAMILY FOUNDATION
    EIN:
    23-3041300
    Name of Bond End of Year Book Value End of Year Fair Market Value
    INVESTMENTS-CORPORATE BONDS 5,387,904 7,993,551

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    GENUARDI FAMILY FOUNDATION
    EIN:
    23-3041300
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENT-CORPORATE STOCK 16,075,170 21,790,873

    TY 2021 LandEtcSchedule2
    Name:
    GENUARDI FAMILY FOUNDATION
    EIN:
    23-3041300
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE 10,473 10,473 0 0
    COMPUTER 199 199 0 0
    IAN SERVER 3,940 3,940 0 0
    COMPUTER 1,850 1,850 0 0
    COMPUTER 2,043 2,043 0 0
    SOFTWARE 379 379 0 0
    FURNITURE 23,073 23,073 0 0
    IMPROVEMENT 675 675 0 0
    COMPUTER 481 481 0 0
    COMPUTER 1,092 1,092 0 0
    COMPUTER 956 956 0 0


    TY 2021 LegalFeesSchedule
    Name:
    GENUARDI FAMILY FOUNDATION
    EIN:
    23-3041300
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,071 1,657   414


    TY 2021 OtherAssetsSchedule
    Name:
    GENUARDI FAMILY FOUNDATION
    EIN:
    23-3041300
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 2,460 2,460 2,460


    TY 2021 OtherDecreasesSchedule
    Name:
    GENUARDI FAMILY FOUNDATION
    EIN:
    23-3041300
    Description Amount
    2021 CHECKS CLEARED IN 2022 2,867


    TY 2021 OtherExpensesSchedule
    Name:
    GENUARDI FAMILY FOUNDATION
    EIN:
    23-3041300
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WEBSITE & SOFTWARE 8,736 874   7,862
    INSURANCE 5,775 578   5,197
    TELEPHONE EXPENSE 6,588 659   5,929
    UTILITIES 4,050 405   3,645
    DUES & SUBSCRIPTIONS 8,780 878   7,902
    SUPPLIES 2,798 280   2,518
    MONEY MANAGER FEES 42,914 34,331   8,583
    BANK FEES - CHECKING 323 32   291
    REPAIRS 375 38   337
    SEMINAR 580 58   522
    SCHWAB SERVICE FEES 31 3   28
    COPIER EXPENSE 2,259 226   2,033
    COMPUTER SUPPORT 8,299 830   7,469
    REF PARTNERS LP - INVESTMENT INTEREST EXPENSE 0 1,437   0
    REF PARTNERS LP - INVESTMENT MANAGEMENT FEES 0 18,624   0


    TY 2021 OtherIncomeSchedule2
    Name:
    GENUARDI FAMILY FOUNDATION
    EIN:
    23-3041300
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    REF PARTNERS LP - OTHER INCOME   1,138  


    TY 2021 OtherIncreasesSchedule
    Name:
    GENUARDI FAMILY FOUNDATION
    EIN:
    23-3041300
    Description Amount
    PARTERSHIP DISTRIBUTION RECORDED IN 2020 RECEIVED IN 2021 100,000
    OTHER BOOK TO TAX DIFFERENCE 2,865


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    GENUARDI FAMILY FOUNDATION
    EIN:
    23-3041300
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MYCIO WEALTH PARTNERS LLC 43,856 43,856   0
    SENTINEL PERSONAL SERVICES LLC 299,632 74,908   224,724
    OTHER PROFESSIONAL FEES 5,085 3,814   1,271


    TY 2021 TaxesSchedule
    Name:
    GENUARDI FAMILY FOUNDATION
    EIN:
    23-3041300
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES PAID 33,500 0   0
    FOREIGN TAXES PAID - DIVIDENDS 487 487   0
    FOREIGN TAXES PAID - REF PARTNERS 0 1,216   0