WILLIAM E BRADLEY RESEARCH FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WILLIAM E BRADLEY RESEARCH FOUNDATION (EIN 91-6558207)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202313179349100901
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-13T08:21:30-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1227 WEST FIRST STREET SUITE 700AddressLine1Txt
CityDULUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55802ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN916558207EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM E BRADLEY RESEARCH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone5073986976PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5819AddressLine1Txt
CityROCHESTERCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55903ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH BRADLEYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5073986976PhoneNum
Signature2023-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELIZABETHPersonFirstNm
Person LastBRADLEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIELLE HOLLARPreparerPersonNm
PTINP01815213PTIN
Phone2187275025PhoneNum
Preparation2023-11-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,914,761FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$107InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$107InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$161,550DividendsRevAndExpnssAmt
Dividends Net Invst Incm$161,550DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$34NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$34GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$34CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$161,691TotalRevAndExpnssAmt
Total Net Invst Incm$161,691TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,830AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,830AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$677OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$194OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$483OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,007TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$194TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,313TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$417,740ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$417,740ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$426,747TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$194TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$423,053TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$265,056ExcessRevenueOverExpensesAmt
Net Investment Income$161,497NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$772,823SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$163,431SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$163,431SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,328,992CorporateStockBOYAmt
Corporate Stock EOY$2,968,136CorporateStockEOYAmt
Corporate Stock EOYFMV$7,751,330CorporateStockEOYFMVAmt
Total Assets BOY$3,101,815TotalAssetsBOYAmt
Total Assets EOY$3,131,567TotalAssetsEOYAmt
Total Assets EOYFMV$7,914,761TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,135OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,619OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,135TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,619TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,099,680CapitalStockBOYAmt
Capital Stock EOY$3,128,948CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,099,680TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,128,948TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,101,815TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,131,567TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,099,680TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$265,056ExcessRevenueOverExpensesAmt
Other Increases$294,324OtherIncreasesAmt
Subtotal$3,128,948SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,128,948TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCASH IN-LIEUPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$34GrossSalesPriceAmt
Gain Or Loss$34GainOrLossAmt
Gains Minus Excess Or Losses$34GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$34CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,245InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,245SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,245TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,283EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,783TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,538OverpaymentAmt
Applied To ES Tax$2,538AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ELIZABETH BRADLEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5073986976PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5819AddressLine1Txt
CityROCHESTERCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55903ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID J BRADLEY
PO BOX 5819ROCHESTERMN55903TRUSTEE1.25$0$0$0
ELIZABETH A BRADLEY
PO BOX 5819ROCHESTERMN55903TRUSTEE1.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,882,357AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$406,137AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,288,494TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,288,494AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$124,327CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,164,167NetVlNoncharitableAssetsAmt
Minimum Investment Return$408,208MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$408,208MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,245TaxBasedOnInvestmentIncomeAmt
Total Tax$2,245TotalTaxAmt
Distributable Before Adj$405,963DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$405,963DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$405,963DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$423,053ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$423,053QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$405,963DistributableAsAdjustedAmt
Undistributed Income PY$422,236UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$423,053QualifyingDistributionsAmt
Applied To Year1$422,236AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$817AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$405,146UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1VANGUARD CHARITABLE DONOR ADVISED FUNDBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9509AddressLine1Txt
CityWARWICKCityNm
State AbbreviationRIStateAbbreviationCd
ZIP028899509ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL SUPPORTGrantOrContributionPurposeTxt
Amt$417,740Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$417,740TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$107ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$161,550ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$34ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$161,691ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$161,691TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$4,830Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,830DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALASKA AIR GROUP INC COM$4,206$17,176
ALLSTATE CORP DEL COM$8,319$27,120
ARCHER DANIELS MIDLD$82,740$531,659
AT&T INC$43,826$25,682
BHP GROUP LTD ADR$3,551$28,481
BLACKROCK EUROFUND$100,003$101,625
CAPITAL ONE FINL$3,180$3,811
CHEMOURS (THE) CO SHS$4,195$8,574
CIGNA CORP REG SHS$36,961$177,930
CORTEVA INCREG SHS$14,870$35,209
CSL LTD AUD PAR ORDINARY$15,521$1,463,583
DISCOVER FINL SVCS$1,191$8,218
DOW INC REG$26,858$30,184
DUPONT DE NEMOURS INC$40,989$41,109
EASTMAN CHEMICAL CO COM$14,995$43,000
EXXON MOBIL CORP COM$188,101$799,675
ICU MEDICAL INC$35,548$590,550
LANDS END INC SHS$891$114
MERCK AND CO INC SHS$624,701$1,254,401
MORGAN STANLEY$6,031$14,283
NCR CORP NEW$1,273$3,746
NEWMONT CORPORATION$29,113$74,765
ORGANON AND CO REG SHS$30,839$31,561
SEARS CDA INC$245$0
SEARS HOLDINGS CORP$4,115$0
SOUTH32 LTD SHS ADR$1,647$2,509
TARGET CORP COM$152,613$954,154
TERADATA CORP DEL$1,442$5,386
VANGUARD GROWTH INDEX FUND ADM$810,169$666,478
VANGUARD TOTAL STOCK MKT IDX FUND$510,763$654,715
VERIZON COMMUNICATNS COM$145,874$138,964
WARNER BROS DISCOVERY$13,709$3,195
WHIRLPOOL CORP$6,128$9,478
WOODSIDE ENERGY GROUP$3,529$3,995

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MERRILL LYNCH - ANNUAL ACCOUNT FEE$194$194$0
STATE OF WASHINGTON CHARITIES PROGRAM RENEWAL$75$0$75
MAILING EXPENSES$408$0$408

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON DONATED STOCKDesc
Amt$294,324Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXPENSE REIMBURSEMENTDesc
BOY Book Value$2,135BOYBookValueAmt
EOY Book Value$2,619EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXES PAIDCategoryTxt
Amt$3,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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