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MARJORIE M & LAWRENCE R BRADLEY ENDOWMENT FUND OF POLK COUNTY N CA

EIN 20-2953427 TRYON, NC

Browse the largest nonprofits in North Carolina

Revenue 2025
$277,135
Expenses 2025
$1,157,079

Program services were 73.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
T113
Classification
1000
Street
255 S TRADE ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

2 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2025

Mission

TO GIVE GRANTS IN POLK COUNTY, NC FOR CHARITABLE, EDUCATIONAL, MEDICAL AND COMMUNITY BENEFIT PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) AND 170(C)(2) OF THE INTERNAL REVENUE CODE OF 1986 AND TO SUPPORT THE POLK COUNTY COMMUNITY FOUNDATION.

  • THE ENDOWMENT FUND INCURS EXPENSES TO MAINTAIN NATURE TRAILS FOR GENERAL PUBLIC USE ON ITS REAL PROPERTY.

    Expenses $8,875

  • THE ENDOWMENT FUND, THROUGH A GRANT TO POLK COUNTY COMMUNITY FOUNDATION, THE FUND'S SUPPORTED ORGANIZATION, SUPPORTS THE COMMUNITY FOUNDATION'S GRANTMAKING EFFORTS.

    Expenses $841,318 · Grants $841,318 · Revenue $277,135

As filed on the 2025 return.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • A Thomas Jackson

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Kevin D Burnett

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Peter R Franklin

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Susan S McHugh

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Carolyn Gibson

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Dale L McEntire

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Frances H Parker

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Gordon B Hamilton

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Heidi L Shull

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Matthew Pohsweg Jr

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Norma W Batchelder

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Sara Barron Bell

    PRESIDENT & CEO

    Total calculated
    $263,102
    From this org
    $0
    From related orgs
    $208,586
    Other
    $54,516
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $208,586 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $41,717 related
    Nontaxable benefits
    $0 + $12,799 related
    Filer's total
    $0 + $263,102 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2025
    Revenue
    $277,135
    Expenses
    $1,157,079
    Contributions
    $0
    Grants paid
    $841,318
  • 2023
    Revenue
    $268,831
    Expenses
    $309,354
    Contributions
    $34,500
    Grants paid
    $0
  • 2022
    Revenue
    $130,250
    Expenses
    $1,081,750
    Contributions
    $0
    Grants paid
    $816,000

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $192,426
    Expenses
    $660,953
    Assets (EOY)
    $12,703,939
  • 2020 · 990

    Revenue
    $161,435
    Expenses
    $343,046
    Assets (EOY)
    $12,388,696
  • 2019 · 990

    Revenue
    $296,001
    Expenses
    $510,500
    Assets (EOY)
    $11,498,073

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2025 return

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Disregarded entities on its 2025 return

  • BRADLEY FUND LLC

    HOLD REAL ESTATE · NC · income $98,833 · assets $1,441,825

  • SUNNY COMMUNITY VIEW LLC

    HOLD REAL ESTATE · NC · income -$5,376 · assets $450,659

  • COMMUNITY GREEN LLC

    HOLD REAL ESTATE · NC · income $3,569 · assets $3,223,430

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 11 November 2026, under deductibility SOUNK.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.