Tua Wm B Bradshaw Charitable Tr in Dallas, Texas (TX)

Tua Wm B Bradshaw Charitable Tr
Employer Identification Number (EIN)	916026789
Name of Organization	Tua Wm B Bradshaw Charitable Tr
In Care of Name	Seafirst Bank
Address	PO BOX 831041, Dallas, TX 75283-1041
Activities	Non-exempt charitable trust described in section 4947(a)(1) of the Code
Subsection	4947(a)(1) - Private Foundation (Form 990PF Filer)
Ruling Date	12/1970
Foundation	All organizations except 501(c)(3)
Exempt Organization Status	Trust described in section 4947(a)(2) of the IR Code
Tax Period	07/2014
Assets	$100,000 to $499,999
Income	$100,000 to $499,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$329,372
Amount of Income	$131,548
Form 990 Revenue Amount	$25,538

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2014)
Total revenue	$13,837	$13,745	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$7,428
Gross rents	$0
Gross sales price for all assets	$124,120
Gross profit from sales of goods	$0
Other income	$0
Other	$6,409
Total expenses and disbursements	$47,326	$4,687	$0	$42,562
Compensation of officers, directors, trustees, etc.	$7,067
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$1,250
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$8,866	$4,687		$4,102
Contributions, gifts, grants paid	$38,460
Excess of revenue over expenses and disbursements	$-33,489
Net investment income		$9,058
Adjusted net income			$0

	2011		2012		2013		2014
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$354,410	$383,436	$351,184	$358,193	$358,143	$378,965	$329,372	$371,379
Cash - non-interest-bearing	$0		$0		$0		$0
Investments-U.S. and state government obligations	$0		$0		$0		$0
Investments-corporate stock	$0		$0		$297,206		$316,178
Investments-corporate bonds	$0		$0		$0		$0
Investments-mortgage loans	$0		$0		$0		$0
Investments-other	$338,532		$301,516		$33,185		$0
Other assets			$0		$0		$0
Total liabilities	$0		$0		$0		$0
Total liabilities and net assets/fund balances	$354,410		$351,184		$358,143		$329,372

	2011	2012	2013	2014
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$17,064	$3,468	$18,339	$6,409
Net capital loss	$0	$0	$0	$0

	2011	2012	2013	2014
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No	No
Tax based on investment income	$465	$131	$214	$91
Total credits and payments	$108	$468	$132	$216
Current year estimated tax payments and previous year's overpayment credited to current year	$108	$468	$132	$216
Exempt foreign organizations-tax withheld at source	$0	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$0	$0
Backup withholding erroneously withheld	$0	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0	$0
Tax due		$0	$82	$0
Overpayment		$337	$0	$125
Amount to be credited to next year's estimated tax	$0	$132	$0	$92

	2011	2012	2013	2014
Statements Regarding Activities
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?	No	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No	No
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?		No	No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No	No
Did any persons become substantial contributors during the tax year?		No	No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No	No

	2011	2012	2013	2014
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?	No	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	Yes	Yes	Yes	Yes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?	No	No	No	No
Agree to pay money or property to a government official?	No	No	No	No
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?		No	No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No	No
Are there any years listed above 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?		No	No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No	No
Did the foundation have excess business holdings in this year 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?	No	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No	No
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 this year?		No	No	No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?	No	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	No	No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?	No	No	No	No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?	No	No	No	No
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?		No	No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No	No

	2011	2012	2013	2014
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$368,808	$353,043	$370,487	$372,690
Net value of noncharitable-use assets		$347,747	$364,930	$367,100
Minimum investment return	$18,164	$17,387	$18,247	$18,355

	2011	2012	2013	2014
Distributable Amount
Distributable amount	$17,699	$17,256	$18,033	$18,264

	2011	2012	2013	2014
Undistributed Income
Distributable amount for this year	$17,699	$17,256	$18,033	$18,264
Undistributed income for this year. This amount must be distributed in the next year	$14,734	$14,770	$14,822	$0

	2014	2013	2012	2011	Total
Private Operating Foundations (for 2011 - 2014)
The lesser of the adjusted net income or the minimum investment return	$0	$0	$0	$0	$0
Qualifying distributions made directly for active conduct of exempt activities	$0	$0	$0	$0	$0
Value of all assets	$0	$0	$0	$0	$0
Value of assets qualifying under section 4942(j)(3)(B)(i)	$0	$0	$0	$0	$0
2/3 of minimum investment return	$0	$0	$0	$0	$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)	$0	$0	$0	$0	$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)	$0	$0	$0	$0	$0
Gross investment income	$0	$0	$0	$0	$0

Supplementary Information (for 2014)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2014)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$0	$0
Dividends and interest from securities	$7,428	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend Tua Wm B Bradshaw Charitable Tr to others? (optional)

Yes

Add photo of Tua Wm B Bradshaw Charitable Tr (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (3.15.220.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
House Of Refuge Domestic Violence Center in Dallas, TX
B Moore Fit Health And Fitness Services in Dallas, TX
Caapco Foundation in Dallas, TX
Carson Leslie Foundation in Dallas, TX
Davids Chapel Missionary Baptist Church in Dallas, TX
The Vision For Hope Foundation in Dallas, TX
Elizabeth A Hull Charitable Trust in Dallas, TX
Bethel House Of God in Dallas, TX
Ancient Free & Accepted Masons Of Texas, James Ladd Burgess Lodge #1305 in Dallas, TX
United States Wounded Soldiers Foundation in Dallas, TX

Recently Added Reviews

House Of Refuge Domestic Violence Center in Dallas, TX

B Moore Fit Health And Fitness Services in Dallas, TX

Caapco Foundation in Dallas, TX

Carson Leslie Foundation in Dallas, TX

Davids Chapel Missionary Baptist Church in Dallas, TX

The Vision For Hope Foundation in Dallas, TX

Elizabeth A Hull Charitable Trust in Dallas, TX

Bethel House Of God in Dallas, TX

Ancient Free & Accepted Masons Of Texas, James Ladd Burgess Lodge #1305 in Dallas, TX

United States Wounded Soldiers Foundation in Dallas, TX

Id	Name	Address	State	Established	Total Income
Other organizations in Texas
1	Willacy County Farm Bureau	PO BOX 775, Raymondville, TX 78580-0775	TX	1961-06	$82,466
2	Willard & Ruth Johnson Charitable Foundation	3900 Essex Ln Ste 400, Houston, TX 77027-5480	TX	1993-03	$13,422,774
3	Willbern Elementary Parent-Teacher Organization, Willbern Pto	10811 Goodspring Drive, Houston, TX 77064-9419	TX	1999-09	$50,891
4	William & Sylvia Zale Foundation	16990 Dallas Pkwy Ste 210, Dallas, TX 75248-1952	TX	1964-04	$543,260
5	William A & Elizabeth B Moncrief Foundation	950 Commerce St, Fort Worth, TX 76102-5418	TX	1956-04	$3,680
6	William A And Madeline Welder Smith Foundation	1300 Post Oak Blvd Ste 2000, Houston, TX 77056-8000	TX	1992-09	$4,203,265
7	William A Brookshire Foundation	7825 Park Place Blvd, Houston, TX 77087-4639	TX	2000-08	$9,373,866
8	William And Evelyn Griffin Foundation	3207 Groveland Ln, Houston, TX 77019-3219	TX	1998-07	$603,658
9	William And Louise Doering Charitable Foundation	5 Parliament Pl, Dallas, TX 75225-1826	TX	1987-05	$553
10	William And Marie Wise Family Foundation	10223 Broadway Suite P257, Pearland, TX 77584-7880	TX	1997-05	$276,159
11	Tua Wm B Bradshaw Charitable Tr	PO BOX 831041, Dallas, TX 75283-1041	TX	1970-12	$131,548
12	William B Travis Booster Club	2300 Primrose, Pampa, TX 79065	TX	1993-03	$0
13	William B Ward Midwestern University Scholarship Fund Trust	PO BOX 41629, Austin, TX 78704-0028	TX	1973-02	$14,631
14	William Blair & Glen E Waltrip Family Foundation	PO BOX 130548, Houston, TX 77219-0548	TX	1998-09	$126,542
15	William C And Verna Upton Alder Charitable Foundation	PO BOX 2950, San Antonio, TX 78299-2950	TX	1999-11	$2,744,157
16	William E & Mary S Reed Living Trust U-A Dtd 01-16-76, Albuquerque Natl Bank Ttee	PO BOX 831041, Dallas, TX 75283-1041	TX		$214,840
17	William E Scott Foundation	801 Cherry St Ste 2000, Fort Worth, TX 76102-6882	TX	1962-02	$8,752,099
18	William F And Pamela J Smith Family Foundation Inc	4936 Post Oak Timber Dr, Houston, TX 77056-2212	TX	2006-08	$1
19	William F And Patricia L Millerfamily Foundation	3963 Maple Ave Ste 400, Dallas, TX 75219-3237	TX	2007-01	$74,111
20	William Gano Houstoun Foundation	PO BOX 27112, Austin, TX 78755-2112	TX	1989-04	$49,815

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Tua Wm B Bradshaw Charitable Tr and has no official or unofficial affiliation with Tua Wm B Bradshaw Charitable Tr