NORMAN B WILLIAMS EDUCATIONAL TR: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: NORMAN B WILLIAMS EDUCATIONAL TR (EIN 36-7201493)
Tax period: 2015-04-01 to 2016-03-31
Filed: 2016-07-08
IRS object ID: 201601909349100305
Schema version: 2015v2.0
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
Other Decreases Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-07-08T13:00:16-05:00	ReturnTs
Tax Period End	2016-03-31	TaxPeriodEndDt
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2015-04-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	367201493	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NORMAN B WILLIAMS EDUCATNL TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WILL	BusinessNameControlTxt
Phone	2162574701	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O PNC BANK NA PO BOX 609	AddressLine1Txt
City	PITTSBURGH	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	152309738	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PNC BANK N A BY	PersonNm
Person Title	VICE PRESIDENT	PersonTitleTxt
Phone	2162574701	PhoneNum
Signature	2016-07-08	SignatureDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2016-09-27 15:27:22Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,024,171	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$44,084	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$44,084	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$26,136	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$61,283	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$26,136	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss	$70,220	TotalRevAndExpnssAmt
Total Net Invst Incm	$70,220	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$7,544	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$3,772	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$3,772	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$0	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$2,065	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm	$0	PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss	$15	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$15	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$9,624	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,772	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$3,787	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$103,911	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$103,911	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$113,535	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,772	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$107,698	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$43,315	ExcessRevenueOverExpensesAmt
Net Investment Income	$66,448	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$39,035	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$30,828	SavAndTempCashInvstEOYAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Corporate Stock BOY	$1,042,036	CorporateStockBOYAmt
Corporate Stock EOY	$1,028,153	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,355,477	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$685,925	CorporateBondsBOYAmt
Corporate Bonds EOY	$664,661	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$645,893	CorporateBondsEOYFMVAmt
Other Investments EOYFMV	$0	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$25,000	OtherAssetsBOYAmt
Other Assets EOY	$25,000	OtherAssetsEOYAmt
Other Assets EOYFMV	$22,801	OtherAssetsEOYFMVAmt
Total Assets BOY	$1,791,996	TotalAssetsBOYAmt
Total Assets EOY	$1,748,642	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,024,171	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$1,791,996	CapitalStockBOYAmt
Capital Stock EOY	$1,748,642	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,791,996	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,748,642	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,791,996	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,748,642	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,791,996	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$43,315	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,748,681	SubtotalAmt
Other Decreases	$39	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,748,642	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
370.096 DODGE & COX INCOME FUND	2011-03-22	2016-03-21	$5,000	$4,967	$33	$33
1777.251 EATON VANCE FLOATING RATE FUND CLASS I	2014-03-21	2016-03-21	$15,000	$16,297	-$1,297	-$1,297
705.965 PNC LARGE CAP GROWTH FUND CLASS I FUND 411	2007-03-29	2016-03-21	$20,000	$13,883	$6,117	$6,117
CAPITAL GAIN DIVIDENDS					$21,283		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$26,136	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$102,901	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$2,172,989	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.047355	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$98,059	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$2,041,631	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.04803	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$94,801	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$1,923,530	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.049285	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$78,700	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$1,762,946	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.044641	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$94,418	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$1,751,134	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.053918	DistributionYr5Rt
Total Distribution	0.243229	TotalDistributionRt
Average Distribution	0.048646	AverageDistributionRt
Net Vl Noncharitable Assets	$2,113,530	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$102,815	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$664	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$103,479	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$107,698	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$664	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$664	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$664	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,784	EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax	$0	AppliedToEsTaxAmt
Total Payments And Credits	$2,784	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$2,120	OverpaymentAmt
Applied To ES Tax	$332	AppliedToESTaxAmt
Refund	$1,788	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	IL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	PNC BANK NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2162574701	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 609	AddressLine1Txt
City	PITTSBURGH	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	152309738	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	PNC BANK NA	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 609	AddressLine1Txt
City	PITTSBURGH	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	152309738	ZIPCd

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	2	AverageHrsPerWkDevotedToPosRt
Compensation	$7,544	CompensationAmt

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

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$2,145,716	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,145,716	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,145,716	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$32,186	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,113,530	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$105,677	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$105,677	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$664	TaxBasedOnInvestmentIncomeAmt
Total Tax	$664	TotalTaxAmt
Distributable Before Adj	$105,013	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$105,013	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$105,013	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$107,698	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$107,698	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$664	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$107,034	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$105,013	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2013	PriorYear1Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$7,553	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$7,553	TotalExcessDistributionCyovAmt
Qualifying Distributions	$107,698	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$105,013	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,685	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$10,238	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$7,553	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,685	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$2,685	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Business Name Line2RecipientBusinessName/BusinessNameLine2Txt
BERKSHIRE SCHOOL INC
245 N UNDERMOUNTAIN RD	SHEFFIELD	MA	012579672	NONE	PUBLIC CHARITY	GENERAL SUPPORT	$34,637
DAVID KINLEY EDUCATIONAL FOUNDAT
125 SOUTH WACKER STE 1700	CHICAGO	IL	606064413	NONE	PUBLIC CHARITY	GENERAL SUPPORT	$34,637
BRADLEY UNIVERSITY
1501 W BRADLEY	PEORIA	IL	616250001	NONE	PUBLIC CHARITY	GENERAL SUPPORT	$34,637	ATTN CONTROLLER OFFICE

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$103,911	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$44,084	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$26,136	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$70,220	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$70,220	TotalIncomeProducingActyAmt

Field	Value	IRS element (for citing)
Rln Of Acty To Accom Of Exmpt Prps		RlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	COST BASIS ADJUSTMENT	Desc
Amt	$39	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	STATE FILING FEES	Desc
Revenue And Expenses Per Books	$15	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$15	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL ESTIMATES - PRINCIPAL	CategoryTxt
Amt	$2,065	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt