Marjorie M & Lawrence R Bradley Endowment Fund
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.
Key facts about Marjorie M & Lawrence R Bradley Endowment Fund
In short: Marjorie M & Lawrence R Bradley Endowment Fund gave $841K across 1 grant in 2025 (avg $841K), mostly in North Carolina. Source: 2025 IRS Form 990.
- EIN
- 20-2953427
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $841,318
- Grants made (2025)
- 1
- Average grant
- $841,318
- Median grant
- $841,318
- Total assets
- $11,646,947
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$11.6M
+0.9% YoY
Annual Giving
$841K
Grant Count
1
Avg Grant Size
$841K
How Marjorie M & Lawrence R Bradley Endowment Fund gives
- Giving held roughly steady from 2022 to 2025 (+3%). Method
From the foundation's IRS Form 990 filings. Methodology.
About Marjorie M & Lawrence R Bradley Endowment Fund
Based on IRS filings
Marjorie M & Lawrence R Bradley Endowment Fund is a public charity, based in Tryon, NC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $11.6M in total assets. In 2025, it awarded 1 grant totaling $841K. Net investment income was $277K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $61K (2020) to $841K (2025). In 2025 it made 1 grant totaling $841K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Polk County Community Foundation Inc ($841K).
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 7 grants of 11 (64%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Polk County Community Foundation Inc Tryon, NC | General Support | $841,318 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $11,646,947 | $11,539,908 | $11,087,417 |
| Revenue | $277,135 | $318,157 | $268,831 |
| Expenses | $1,157,079 | $292,017 | $309,354 |
| Net Investment Income | $277,135 | $315,157 | $234,331 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS August 23, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS August 24, 2023)
- Added Form 990 for fiscal year 2025 (received by the IRS July 31, 2026)
Leadership & Key People
Officers and directors from IRS filings
Marjorie M & Lawrence R Bradley Endowment Fund is led by Sara Barron Bell, President & CEO since 2021 (on filings since 2020); none of the 12 officers listed in 2025 report compensation.
Officers on the 2025 filing
Sara Barron Bell
President & CEO
Director → President & CEO, 2021
On filings since 2020
1 hr/week
No compensation reported
Peter R. Franklin
Chair
Treasurer → Vice Chair, 2024
Vice Chair → Chair, 2025
On filings since 2021
1 hr/week
No compensation reported
Dale L. McEntire
Director
On filings since 2020
1 hr/week
No compensation reported
Norma W. Batchelder
Treasurer & Director
On filings since 2020
1 hr/week
No compensation reported
A. Thomas Jackson
Treasurer
Chair → Vice Chair, 2021
Vice Chair → Treasurer, 2024
On filings since 2020
1 hr/week
No compensation reported
Carolyn Gibson
On filings since 2023
1 hr/week
No compensation reported
Susan S. McHugh
Vice Chair
On filings since 2023
1 hr/week
No compensation reported
Frances H. Parker
On filings since 2024
1 hr/week
No compensation reported
Kevin D. Burnett
Secretary
On filings since 2024
1 hr/week
No compensation reported
Gordon B. Hamilton
New on the 2025 filing
1 hr/week
No compensation reported
Heidi L. Shull
New on the 2025 filing
1 hr/week
No compensation reported
Matthew Pohsweg Jr.
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (8)
- Former: Monica E Jones (2020–2024) — Secretary
- Former: Sherry M Carter (2020–2024) — Chair
- Former: Stacey Lindsay (2022–2023) — Director
- Former: Faith Weathington (2020–2022) — Director
- Former: Philip H. Burrus III (2020–2022) — Director
- Former: Jay Geddings (2022) — Director
- Former: Carol E. Jackson (2020–2021) — Treasurer
- Former: Elizabeth Nager (2020–2021) — President & CEO
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Marjorie M & Lawrence R Bradley Endowment Fund
How much does Marjorie M & Lawrence R Bradley Endowment Fund give each year?
Marjorie M & Lawrence R Bradley Endowment Fund gave $841K across 1 grant in 2025, according to its 2025 IRS Form 990.
How large is Marjorie M & Lawrence R Bradley Endowment Fund?
Marjorie M & Lawrence R Bradley Endowment Fund reported $11.6M in total assets on its 2025 IRS Form 990. Its revenue that year was $277K.
Where does Marjorie M & Lawrence R Bradley Endowment Fund operate?
Marjorie M & Lawrence R Bradley Endowment Fund has awarded grants in North Carolina.
What is Marjorie M & Lawrence R Bradley Endowment Fund's EIN?
Marjorie M & Lawrence R Bradley Endowment Fund's EIN (Employer Identification Number) is 20-2953427. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Marjorie M & Lawrence R Bradley Endowment Fund by hand.
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