WILLIAM E BRADLEY RESEARCH FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM E BRADLEY RESEARCH FOUNDATION (EIN 91-6558207)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201413219349101011
- Schema version
- 2013v3.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T09:29:42-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 NICOLLET MALL SUITE 1100 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 916558207 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM E BRADLEY RESEARCH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 5073986976 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5819 | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55903 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH BRADLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5073986976 | PhoneNum |
| Signature | 2014-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD A JACKSON | PreparerPersonNm |
| PTIN | P00092672 | PTIN |
| Phone | 6123324300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,944,293 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $28 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $161,638 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $161,638 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,221 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $117,440 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,221 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $213,887 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $213,887 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,927 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $66 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $66 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,432 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $158 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,274 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,225 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $173 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,140 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $241,425 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $241,425 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $265,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $173 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $260,565 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,763 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $213,714 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,349 | CashBOYAmt |
| Cash EOY | $12,842 | CashEOYAmt |
| Cash EOYFMV | $12,842 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,468 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $214 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $214 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,035,865 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,023,136 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,249,305 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,418,206 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,376,933 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,681,932 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,464,888 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,413,125 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,944,293 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,442,689 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,442,689 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $22,199 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$29,564 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,464,888 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,413,125 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,464,888 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,413,125 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,464,888 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,763 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,413,125 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,413,125 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $117,440 | GrossSalesPriceAmt |
| Cost Or Other Basis | $65,219 | CostOrOtherBasisAmt |
| Gain Or Loss | $52,221 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $52,221 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,221 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,274 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,274 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,274 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,350 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,350 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $56 | EsPenaltyAmt |
| Tax Due | $2,980 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ELIZABETH BRADLEY | IndividualWithBooksNm |
| Phone | 5073986976 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5819 | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID J BRADLEY | ||||||||
| PO BOX 5819 | ROCHESTER | MN | 55903 | TRUSTEE | 7.50 | $5,000 | $0 | $0 |
| ELIZABETH A BRADLEY | ||||||||
| PO BOX 5819 | ROCHESTER | MN | 55903 | TRUSTEE | 7.50 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,740,635 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,738 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,831,373 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,831,373 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,471 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,743,902 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $287,195 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $287,195 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,274 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,274 | TotalTaxAmt |
| Distributable Before Adj | $282,921 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $282,921 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $282,921 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $260,565 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $260,565 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $260,565 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $282,921 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $260,352 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $260,565 | QualifyingDistributionsAmt |
| Applied To Year1 | $260,352 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $213 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $282,708 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DUKE UNIVERSITY | |||||||
| 614 W MAIN STREET BOX 90600 | DURHAM | NC | 27708 | NONE | PUBLIC CHARITY | EDUCATION AND RESEARCH | $10,000 |
| JOHNS HOPKINS UNIVERSITY SCHOOL OF PUBLIC HEALTH | |||||||
| 3400 N CHARLES ST | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITY | EDUCATION AND RESEARCH | $75,000 |
| NATURE CONSERVANCY | |||||||
| 8 SOUTH MICHIGAN AVENUE 900 | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $28,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| 43333 BROOKLYN AVENUE NE | SEATTLE | WA | 98195 | NONE | PUBLIC CHARITY | EDUCATION AND RESEARCH | $108,425 |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE STREET SUITE 9000 | ANN ARBOR | MI | 48109 | NONE | PUBLIC CHARITY | EDUCATION AND RESEARCH | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $241,425 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $161,638 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,221 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $213,887 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $213,887 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $4,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,800 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | TAXPAYER, THE WILLIAM E BRADLEY RESEARCH FOUNDATION, EIN: 91-6558207, BY ITS TRUSTEES, HEREBY ELECTS UNDER REGS SECTION 53.4942(A)-3(D)(2) TO DESIGNATE THE QUALIFYING DISTRIBUTION IT MADE TO DUKE UNIVERSITY IN THE TOTAL AMOUNT OF $5,000. THE TAXPAYER ELECTS THAT THE DISTRIBUTION BE ALLOCATED IN THE FOLLOWING MANNER: (1) $198 TO THE TAXABLE YEAR ENDING 12/31/2010 AND $4,802 TO THE TAXABLE YEAR ENDING 12/31/2011. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | $723,999 | $1,276,527 |
| BLACKOCK EUROFUND A - MUTUAL FUND | $100,003 | $103,028 |
| ALASKA AIR GROUP INC - 200 SHS | $4,206 | $14,674 |
| ALLSTATE CORP DEL - 200 SHS | $8,319 | $10,908 |
| ARCHER DANIELS MIDLAND - 5726 SHS | $82,740 | $248,508 |
| AT&T INC. - 1395 SHS | $57,554 | $49,048 |
| BHP BILLITON LTD ADR - 459 SHS | $3,551 | $31,304 |
| CAPITAL ONE FIN'L - 41 SHS | $3,180 | $3,141 |
| CSL LTD - 7500 SHS | $15,521 | $462,713 |
| DISCOVER FIN'L SVCS - 84 SHS | $1,191 | $4,700 |
| DUPONT EI DE NEMOURS - 1403 SHS | $86,994 | $91,153 |
| EASTMAN CHEMICAL CO. - 528 SHS | $14,995 | $42,610 |
| EXXON MOBIL CORP - 7250 SHS | $188,101 | $733,700 |
| EXPRESS SCRIPTS HLDG CO. - 2208 SHS | $37,273 | $155,090 |
| FAIRPOINT COMMUNICATIONS - 66 SHS | $723 | $0 |
| FRONTIER COMMUNICATIONS CORP - 846 SHS | $9,564 | $3,934 |
| ICU MEDICAL INC - 3750 SHS | $35,548 | $238,913 |
| MORGAN STANLEY - 168 SHS | $6,031 | $5,268 |
| MERCK & CO., INC - 11306 SHS | $655,556 | $565,865 |
| NCR CORP NEW - 160 SHS | $1,273 | $5,450 |
| NEWMONT MINING CORP - 1584 SHS | $29,113 | $36,480 |
| ORCHARD SUPPLY HRDWR STORES - 2 SHS | $164 | $0 |
| SEARS CDA INC - 21 SHS | $245 | $257 |
| SEARS HOLDINGS CORP - 51 SHS | $5,027 | $2,501 |
| TARGET CORP COM - 6402 SHS | $152,613 | $405,055 |
| TERADATA CORP DEL - 160 SHS | $1,442 | $7,278 |
| VERIZON COMMUNICATIONS - 3527 SHS | $145,874 | $173,317 |
| WHIRLPOOL CORP - 67 SHS | $6,128 | $10,510 |
| ORCHARD SUPPLY HRDWR SER A PFD - 2 SHS | $5 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,023,136 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,249,305 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MERRILL LYNCH ANNUAL ACCOUNT FEE | $150 | $150 | $0 |
| POSTAGE & DELIVERY COSTS | $434 | $0 | $434 |
| COMPUTER SOFTWARE & HARDWARE COSTS | $3,840 | $0 | $3,840 |
| CHECK PRINT FEE / BANK FEE | $8 | $8 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $15 | $15 | $0 |
| FEDERAL EXCISE TAX PAID - 2012 | $3,562 | $0 | $0 |
| FEDERAL ESTIMATED EXCISE TAX PAID | $1,350 | $0 | $0 |
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