NOV 2 0 2014 Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation Fem 990-PF OMB No 1545-0052 Depanmentonhe Treasury 5 Do not enter Social Security numbers on this form as it may be made public. Internal Revenue Sewice lnfonnation about Form 990-PF and its separate instructions is at Open to Public Inspection For calendar year 2013 or tax year beginni? 1/1/2013 and ending 12l3112013 Name of foundatton A Employer Identi?catlon number The Lynde and Harry Bradley Foundation, Inc. Number and street (or 0 box number it mail is not delivered to street address) Room/smte 39-6037928 1241 Frank?n Pl Telephone number (see instructions) City or town State ZIP code Milwaukee WI 53202-2901 (414) 291-9915 Foreign country name Foreign provmce/statelcounty Foreign postal code If exemption application is pending, check here Check all that apply: [jlnitial return Final return I: Address chance Initial return of a former public charitv 1- Foreign organizations Cheek here Amended return Name chanoe Check type of organization: Section 501(c)(3) exempt private foundation El Section 4947(a)(1)nonexempt charitable trust Other taxable private foundation 2. Foreign organizations meeting the 85% test, check here and attach computation If pnvate foundation status was termmated under section check here 1 Fair market value of all assets at end of year (from Part II, col. Accounting methOd' caSh Accrual IIthefoundation is inaGO-month termmation Other (speCifv) under section check here line 16) 922,3031709 (Part I, column must be on cash basrs Analysis of Revenue and Expenses (The total of Disbursements amounts in columns and may not necessarily ?3:31:32: N??g?estmem net for $1222? equal the amounts in column (see instructions) books (?:2th his?: only) 1 Contributions, gifts, grants, etc., received (attach schedule) 203,931,525 2 Check 51:] if the foundation is not required to attach Sch. 8 3 Interest on savings and temporary cash investments 103 103 4 Dividends and interest from securities 9,717,639 7,054,862 53 Gross rents Net rental income or (loss) 0 6a Net gain or (loss) from sale of assets not on line 10 37,315,834 Gross sates price for all assets on line Ga 402,830,722 2 7 Capital gain net income (from Part IV, line 2) 51,122,083 8 Net short- term capital gain 9 Income modtt' cations . 10a Gross sales less returns and allowances Less: Cost of goods sold Gross pro?t or (loss) (attach schedule) 11 Other income (attach schedule) 99,660 2,872,040 24,587 12 Total- 383-451 - 251,064,761 61,049,088 24,537 13 Compensatip? 111' ED ustees, etc 2,257,255 285,449 1,965,584 a 14 Other empToyee salaries and we as . 851,941 30,750 815,206 15 PensiOn plans, emploiee'b'l?net? 910,576 85,223 696,338 3 16a Legal fees (attach schedule) 230,278 5,872 224,140 In Accounting fees (attach ch C(ue . 58,130 31,040 23,090 ,3 Other profeSsiorjalf? 1131 tt_a le) 4,138,214 3,669,936 322,344 17 lnteres 18 Taxes (attach schedule) (see instructions) 893,821 151,353 19 Depreciation (attach schedule) and depletion 261,278 14,897 20 Occupancy . . 167,887 167,887 21 Travel, conferences, and meetings 268,872 9,976 258,896 'g 22 Printing and publications 63,566 2,779 60,787 re 23 Other expenses (attach schedule) 1,950,959 208,507 9,690 1,385,031 2? 24 Total operating and administrative expenses. ?3 Add lines 13 through 23 12,052,777 4,480,885 24,587 5,919,303 5 25 Contributions, gifts, grants paid . 35,949,795 34J 78,862 8' 26 Total expenses and disbursements. Add lines 24 and 2 4310021572 4,480,885 24,587 40,098,165 27 Subtract line 26 from line 12: a Excess of revenue over expenses and disbursements 203,062,189 Net investment income (if negative, enter -O-) 56,568,203 Adjusted net income (if negative, enter -0-) For Paperwork Reduction Act Notice, see instructions. HTA Form 990-PF (2013) L/ir?l Form 990-PF (2013) The Lynde and Harry Bradley Foundation, Inc. 39-6037928 Page 2 Attached schedules and amounts In the descn tron column BegInnIng of year End of ear Part Balance Sheets should be for end-ol-year amounts only (See Instructions) Book Value Book Value 3:6) Fair Mame: Value 1 Cash?non? ?interest-bearing 2 Savmgs and temporary cash investments . . 18,028,147 29,872,482 2&2482 3 Accounts recerable 1 8,230,922 Less allowance for doubtful accounts 10,178,546 18,230,022 18,230,022 4 Pledgesreceivable D56400000 Less: allowance for doubtful accounts 56,400,000 56,400,000 5 Grants recerable 6 Receivables due from of?cers, directors, trustees, and other disquali?ed persons (attach schedule) (see instructIons) 7 Other notes and loans receivable (attach schedule) Less allowance for doubtful accounts 8 InventorIes for sale or use 3 9 PrepaId expenses and deferred charges 10a Investments?U S. and state government oblIgatIons (attach schedule) 6,478,771 9,479,494 9,479,494 investments?corporate stock (attach schedule) 265,087,542 394,143,767 394,143,767 Investments?corporate bonds (attach schedule) 9,262,013 12,230,669 12,230,669 11 Investments?land, bUIldIngs, and eqUIpment' basus Less: accumulated depreCIation (attach schedule) 12 Investments?mortgage loans 13 investments?other (attach schedule) . . 315,463,603 376,752,106 395,717,083 14 Land, bUIldIngs, and eqmpment' baSlS 7_ 534,968 7 Less accumulated depreciation (attach schedule) 3_ 826,303 3,914,393 3,708,665 3, 708, 665 15 Other assets (descnbe _S_ee_A_tt_a_qhed_$tat_em_ent 2,512,407 g521,527 2,521,527 16 Total assets (to be completed by all ?lers?see the Instructions. Also, see page 1, item I) 630,925,422 903,338,732 922,303,709 17 Accounts payable and accrued expenses 1,526,331 1,813,785 0., 18 Grants payable 5,059,000 6,774,841 .3 19 Deferred revenue . 20 Loans from of?cers, dIrectors, trustees, and other dIsquaII?ed persons 21 Mortgages and other notes payable (attach schedule) '1 22 Other IIabIlItIes 9931(1po Purchases 5,959,242 6,507,081 23 Total liabilities (add IInes 17 through 22) 12,544,573 15,095,707 Foundations that follow SFAS 11?. check here 3 and complete lines 24 through 26 and lines 30 and 31. 24 560,463,278 761,224,850 To 25 Temporarily restricted 57,917,571 121,018,175 1: 26 Permanently restricted 5 Foundations that do not follow SFAS 117, check here and complete lines 27 through 31. 27 Capital stock. trust prInCIpal, or current funds 13 28 Paid- in or capital surplus, or land, and equtpment fund a 29 Retained earnings. accumulated Income. endowment, or other funds 5 30 Total net assets or fund balances (see Instructlons) 618,380,849 888,243,025 31 Total liabilities and net assetslfund balances (see Instructions). 630,925,422 903A38j32 Analysis of Changes In Net Assets or Fund Balances 1 Total net assets or fund balances at beginning of year?Part ll, column line 30 (must agree with end- -of-year ?gure reported on pnor year's return) 1 618,380,849 2 Enter amount from Part I IIne 27a 2 203,062,189 3 Other Increases not included In Me 2 (itemlze) _hlej_UnreajIz_eq gains 3 66,799,987 4 Add lines1, 2, and 3 4 888,243,025 5 Decreases not included In line 2 (itemlze) 5 6 Total net assets or fund balances at end of year (Me 4 minus lIne 5)?Part ll, column Me 30 6 333,243,025 Form 990-PF (2013) Form 990-PF (2013) The Lynde and Harry Bradley Foundation, Inc 39-6037928 Page 3 Capital Gains and Losses for Tax on Investment Income um and descnbe the kInd(s) of property sold (e 9 real estate. (bgamaciqaugged Date achIred Date sold 2-story warehouse, or common stock, 200 MLC Co D?DonatIon (mo day, yr) (mo . day. yr) 1a See Part IV Schedule, Page 132 VarIous See Part IV Schedule, Page 132 Vanous Gross sales pace ?8:321:13?? ($73.35 233125132539) a 261,351,927 226,248,033 35,103,894 141,478,795 125,460,606 16,018,189 Complete only for assets showIng gaIn In column and owned by the foundation on 12I31I69 Ill Gams (Col 9am mmus I, (23:23:35,223) a 35,103,894 16,018,189 If gaIn, also enter In Part I, km 7 2 cap'ta' 93'" "at '"come 0' (net cap'ta' '055) i If (loss), enter -0- In Part I, line 7 2 51,122,083 3 Net short-term capital gaIn or (loss) as de?ned In sectIons 1222(5) and (6) If gain, also enter in Part I, line 8, column (see Instructions) If (loss), enter -0- in Partl, line 8 . 3 0 Quali?cation Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic prIvate foundatlons subject to the sectIon 4940(a) tax on net Investment income If section 4940(d)(2) appIIes, leave this part blank Was the foundatIon IIabIe for the sectIon 4942 tax on the dIstributable amount of any year in the base perIod'? El Yes No If "Yes," the foundation does not quaIIfy under section 4940(e) Do not complete thIs part 1 Enter the approprlate amount In each column for each year, see the Instructions before making any entrIes (8) Id) (D) (C) Calendar Adjusted quaIIfyIng dIstnbutIons Net value of nonchantabIe-use assets (col 2012 40,380,856 591,683,474 0.068247 2011 41,259,230 608,427,760 0.067813 2010 46,850,644 0.079422 2009 49,928,548 498,989,707 0 100059 2008 46,703,329 669,114,616 0 069799 2 Total of Me 1, column 2 0 385340 3 Average distrIbutIon who for the 5- -year base perIod?dIVIde the total on line 2 by 5, or by the number of years the foundation has been In exustence If less than 5 years 3 0 077068 4 Enter the net value of noncharitabIe-use assets for 2013 from Part X, Me 5 4 671,878,358 5 Multiply line 4 by line 3 5 51,780,321 6 Enter 1% of net investment income of Pan I, line 27b) 8 565,682 7 Add IInes 5 and 6 7 52,346,003 8 Enter qualifying dIstnbutIons from Part XII, Me 4 8 40,153,715 If Me 8 Is equal to or greater than Me 7, check the box In Part VI, line 1b, and complete that part using a 1% tax rate See the Part VI instructions Form 990-PF (2013) Form (2013) The Lynde and Harry Bradley Foundation. Inc. 39-6037928 93994 Excise Tax Based on investment Income (Section 4940(a). 4940(b). 49409), or 4948?see instructions) Exemptoperalinq foundations descnbed' In section 4940(d)(2). check here and enter on line 1. Date of niling or deterrnination letter (attach copy of letter if necessary?see instructions) - Domestic foundations that meet the section 4940(e) reqUIrements in Part V. check 1 1.131.364 here and enter 1% of Part I. line 27b All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I. line 12. col. 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 2 0 3 Add lines 1 and 2 3 1.131.364 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter --0 -) 4 5 Tax based on investment income. Subtract line 4 from line 3 If zero or less. enter -0- 5 1.131.364 6 CreditslPayments: a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1.480.324 Exempt foreign organizations?tax withheld at source 6b Tax paid With application for extenSIon of time to ?le (Form 8868) BC 100.000 Backup Withholding erroneously withheld . . 6d 7 Total credits and payments. Add lines 63 through 6d . . 7 1.580.324 8 Enter any penalty for underpayment of estimated tax Check here If Form 2220 IS attached 8 9 Tax due. If the total of lines 5 and 8 Is more than line 7. enter amount owed . . . 9 0 10 Overpayment. If line 7 Is more than the total of lines 5 and 8. enter the amount overpaid . . 10 448.960 Enter the amount of line 10 to be: Credited to 2014 estimated taxD 448.960' Refunded 11 0 Statements Regarding Activities 1a During the tax year did the foundation attempt to In?uence any national. state, or local legislation or dId It Yes No participate or intervene In any political campaignspend more than $100 during the year (either directly or Indirectly) for political purposes (see Instructions for the de?nitionthe answer is "Yes" to 1a or 1b. attach a detailed description of the actiwties and copies of any materials published or distributed by the foundation in connection With the activrties Did the foundation ?le Form 1120- POL for this yearEnter the amount (If any) of tax on political expenditures (section 4955) Imposed during the year (1) On the foundation. (2) On foundation managers Enter the reimbursement (If any) paid by the foundation during the year for political expenditure tax Imposed on foundation managers 2 Has the foundation engaged in any actIVIties that have not previously been reported to the 2 If "Yes. attach a detailed description of the actiwties 3 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? If "Yes. attach a conformed copy of the changes 3 4a Did the foundation have unrelated busmess gross income of $1.000 or more during the year? . . 4a If "Yes. has it fled a tax return on Form 990-T for this yearWas there a liquidation. termination. dissolution. or substantial contraction during the year? . . 5 If "Yes," attach the statement required by General instruction 6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either: 0 By language in the governing instrument. or 0 By state legislation that effectively amends the governing Instrument so that no mandatory directions that con?ict with the state law remain in the governing instrument? . . . 6 7 Did the foundation have at least 000 In assets at any time during the year? it 'Yes,? complete Part ll. col. and Part XV . . . 7 Ba Enter the states to which the foundation reports or With which It Is registered (see instructions) WI If the answer is "Yes" to line 7. has the foundation furnished a copy of Form to the Attorney General (or designate) of each state as reqUIred by General instruction it "No. attach explanation 8b 9 is the foundation claiming status as a pnvate operating foundation Within the meaning of section 4942(1)(3) or 49420)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part lf ?Yes." complete Part XIV . . . 9 10 Did any persons become substantial contributors during the tax year? if "Yes." attach a schedule listing their 10x Form 990- PF (2013) Form 990-PF (2013) The Lynde and Harry Bradley Foundation. Inc 39-6037928 Page 5 Statements RegardinlActivities (continued) 11 At any time during the year did the foundation. directly or Indirectly. own a controlled entity within the meaning of section 512(b)(13)? If "Yes attach schedule (see Instructions) . . 11 12 Did the foundation make a distribution to a donor advised fund over which the foundation or a disquali?ed person had advisory priVIleges? If "Yes." attach statement (see instructions) . . 12 13 Did the foundation comply With the public inspection reqUIrements for its annual returns and exemption application? 13 Websne address 14 The books are in care of _(_3y_n_tt_1i_a Telephone no. _9_9_1_5 Located at -1211- N. Franklin. .5329? 15 Section 4947(a)(1) nonexempt charitable trusts ?linq Form 990-PF In lieu of Form 1041?Check here and enter the amount of tax-exempt interest received or accrued during the year . . . . . . 15 I 16 At any time during calendar year 2013 did the foundation have an interest in or a signature or other authority Yes No over a bank, securities or other ?nancial account in a foreign country? . . 16 See the instructions for exceptions and ?ling requirements for Form TD 90- 22 1 If "Yes" enter the name of the foreign country Statements Regarding Activities for Which Form 4720 May Be Required File Form 4720 if any item is checked in the "Yes? column, unless an exception applies. Yes N0 13 During the year did the foundation (either directly or Indirectly) (1) Enqaqe In the sale or exchange. or leasinq of property with a disquali?ed person? . . . Yes No (2) Borrow money from. lend money to. or othenivise extend credit to (or accept It from) a disquali?ed person(3) Furnish goods. services or faCIlities to (or accept them from) a disquali?ed person? El Yes No (4) Pay compensation to. or pay or reimburse the expenses of. a disquali?ed person? . Yes No (5) Transfer any income or assets to a disqualif? ed person (or make any of either available for the bene?t or use of a disquali?ed person)? . . . Yes No (6) Agree to pay money or property to a government of?cial? (Exception. Check "No" if the foundation agreed to make a grant to or to employ the of?cial for a period after termination of qovernment serwce. If terminating within 90 days . . . . . El Yes No If any answer is "Yes" to did any of the acts fail to qualify under the exceptions described in Regulations section 53 4941 or in a current notice regarding disaster assmtance (see instructions)? 1b Orqanizations relvmq on a current notice reqardinq disaster assistance check here . . . . . Did the foundation engage in a prior year In any of the acts described in 1a. other than excepted acts. that . 5 were not corrected before the ?rst day of the tax year beginning in 2013? 1c 2 Taxes on failure to distribute Income (section 4942) (does not apply for years the foundation was a private operating foundation de?ned in section 4942(1)(3) or 4942(1)(5)). a At the end of tax year 2013, did the foundation have any undistnbuted income (lines 6d and Be. Part for tax vear(s) beqinnmq before 2013"Yes," list the years 5 20 .20 . .20 Are there any years listed in 2a for which the foundation is not applying the of section 4942(a)(2) (relating to Incorrect valuation of assets) to the year's undistnbuted income? (If applying section 4942(a)(2) to all years listed answer "No' and attach statement?see instructionssection 4942(a)(2) are being applied to any of the years listed in 23. list the years here 20 .20 3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year"Yes did it have excess busmess holdings in 2013 as a result of (1) any purchase by the f0undation or 1 disquali?ed 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-yeari ?rst phase holding penod? (Use Schedule C. Form 4720. to determine if the foundation had excess business holdings in 2013 . . 3b NIA 43 Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? 4a 1) Did the foundation make any Investment in a pnor year (but after December 31. 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the ?rst day of the tax year beginning in 2013? 4b Form 990-PF (2013) Form 990-PF (2013) The Lynde and Harry Bradley Foundation, Inc. 39-6037928 pages Part VII-B Statements Regarding Activities for Which Form 4720 May Be Required (continued) 5a During the year did the foundation pay or incur any amount to: (1) Carry on propaganda, or othenmse attempt to in?uence legislation (section 4945(e))7 Yes No (2) In?uence the outcome of any speCI?c public election (see section 4955), or to carry on, directly or Indirectly. any voter registration drive(3) Prowde a grant to an indIVIdual for travel. study or other Similar purposes(4) Prowde 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)? (see instructions(5) Prowde for any purpose other than religious, charitable, scienti?c. literary, or educational . purposes or for the prevention of cruelty to children or animalsany answer is "Yes" to 53(1)? did any of the transactions fail to qualify under the exceptions described In A _j Regulations section 53 4945 or In a current notice regarding disaster assistance (see Instructions)? 5b Organizations relying on a current notice regarding disaster a55istance check here If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax I because it maintained expenditure responSIbility for the grant"Yes,' 'attach the statement reqwred by Regulations section 53. 4945?5(d) 6a Did the foundation during the year receive any funds directly or Indirectly, to pay premiums 1 on a personal bene?t contractIN0 Did the foundation during the year pay premiums directly or indirectly, on a personal bene?t contract? 6b If "Yes" to 6b, ?le Form 8870 1 7a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction"Yes," did the foundation receive any proceeds or have any net income attributable to the transaction? 7b NIA Part Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors 1 List all of?cers, directors, trustees, foundation managers and their compensation (see instructions). Title. and average Compensation Contributions to Name and address hours per week (If not paid. employee bene?t plans tEhxperIils account, devoted to jOSItion enter -0-) and deferred compensation er a owances See Attached Statement 2 Compensation of ?ve highest-paid employees (other than those included on line 1?see instructions). If none, enter I Contributions to Name and address of each employee paid more than $50,000 (b13113; :ecri Seirlfge Compensation p?gpsigzedbegsgz (egizzegi?gim. devoted to posmon compensation _Dgnne?ehjer Director of Academ 1241 Franklin Pl, Milwaukee, WI 53202 40 00 157,600 23,640 953 _Michael?artrnagn Director of Researo 1241 Franklin PI, Milwaukee, WI 53202 40 00 133,800 20,070 142 _J_a_net_ Riordan Director of Commui 1241 Franklin Pl, Milwaukee, WI 53202 40 00 96,800 14,520 119 Alicia Mapping Director of New Citi 1241 Franklin Pl, Milwaukee, WI 53202 40 00 74,000 11,100 25 _lza.L.I[a. 13.9145. Accountant 1241 Franklin Pl, Milwaukee, WI 53202 45.00 71,000 10,200 14 Total number of other employees paid over $50,000 . . . . . . . . . . . . . . . 2 Form 990-PF (2013) Form QBO-PF (2013) The Lynde and Harry Bradley Foundation, Inc. 39-6037928 Page 7 Part Information About Of?cers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors (continued) 3 Five highest-paid independent contractors for professional services see instructions). If none, enter Name and address of each person paid more than $50,000 Type of servrce Compensation .Qambrisiae Boston, MA Investment Consulting 657,265 Mister) Banners Limited EQUDEESDJP Milwaukee, WI Investment Management 488,216 .Q New York, NY Investment Management 458,383 BNY Mellon Everett MA Custodial Services 318,254 Alpha One .Qapital Ratings. West Conshohocken, PA Investment Management 269,200 Total number of others receiving over $50,000 for professronal servrces . . . . . . . Part IX-A Summary of Direct Charitable Activities 11 List the foundation's four largest direct charitable during the tax year Include relevant statistical information such as the number of organizations and other bene?cianes served, conferences convened, research papers produced, etc 1 External Relations - Wisconsm Conference: See Attached Statement Expenses 83,785 95,100 Part IX-B Summary of Program-Related Investments (see instructions) Describe the two largest program-related investments made by the foundation dunng the tax year on lines 1 and 2 Amount TotaI.Addlines1through3 . . .. . .. . . . . . 0 Form 990-PF (2013) Form 990-PF (2013) The Lynde and Harry Bradley FoundatIon, Inc. 39-6037928 Page 8 Minimum Investment Return (All domestIc foundatIons must complete We part. Foreign foundations, see instructions 1 Fair market value of assets not used (or held for use) directly in carrying out chantable, etc.. purposes. a Average faIr market value of securItIes . . . . . 1a 373,778,424 Average of cash balances . . . . . . . . . . 1b 26,665,255 Pan market value of all other assets (see InstructImons281,666,329 Total (add IInes 1a682,110,008 Reduction claimed for blockage or other factors reported on EInes 1a and 10 (attach detaIIed explanationindebtedness applicable to line1 assets . . . . . . . . . . . . 2 3 Subtract Me 2 from line 682,110,008 4 Cash deemed held for chantable actIvities. Enter 1 V2 of Me 3 (for greater amount, see instructIons) 10,231,650 J5 0 5 Net value of noncharitable- use assets. Subtract him 4 from line 3. Enter here and on Part V, Me 4 671,878,358 6 Minimum investment return Enter 33,593,918 Distributable Amount (see Instructlons) (SectIon 4942(1)(3) and prIvate operating foundatIons and certain foreIgn organizatIons check here and do not complete thIs part) 1 MInImum Investment return from Part X, line 33,593,918 2a Tax on Investment Income for 2013 from Part VI, line 5 . 2a 1,131,364 Income tax for 2013. (T hIs does not include the tax from Part Add IInes 1,131,364 3 DIstrIbutable amount before adjustments Subtract line 2c from We 1 3 32,462,554 4 RecoverIes of amounts treated as quaIIfying distrIbutIons . . . . . . 4 24,856 5 Add IInes 3 and 4 . 5 32,487,410 6 DeductIon from distnbutable amount (see InstructIons) . 6 7 Distributable amount as adjusted Subtract Me 6 from We 5 Enter here and on Part line1 . . . . . . . . . . . . 7 32,487,410 Part XII Qualifying Distributions (see InstructIons) 1 Amounts paId (includIng adminIstrative expenses) to accomplIsh charitable, etc., purposes: a Expenses, contributrons, ngts, etc. ?total from Part I, column MM 26 . . . 1a 40,098,165 Program- related Investments?total from Part IX- . . . 1b 2 Amounts paid to acquire assets used (or held for use) dIrectly In carrying out charitable etc purposes . . . . . . . 2 55,550 3 Amounts set aside for speci?c charitable prolects that satIsfy the. i a SurtabilIty test (prior IRS approval requiredCash distrIbution test (attach the reqUIred schedule) 3b 1 4 Qualifying distributions. Add lines 1a through 3b Enter here and on Part V, line 8, and Part IIne 4 40,153,715 5 Foundations that qualify under sectIon 4940(e) for the reduced rate of tax on net investment income Enter 1% of Partl. IIne 27b (see InstructIonsAdjusted qualifying distributions. Subtract line 5 from line 4 . 6 40 153,715 Note. The amount on Me 6 erI be used in Part V, column in subsequent years when calculatIng whether the foundatIon qualIf es for the sectIon 4940(e) reduction of tax in those years Form 990-PF (2013) Form 990-PF (2013) Undistributed Income (see instructions? 1 ?(00.069 10 The Lynde and Harry Bradley Foundation. Inc. Distributable amount for 2013 from Part XI, line 7 Undistributed income. if any. as of the end of 2013. Enter amount for 2012 only Total for pn?or years 20 . 20 .20 la) Corpus (13) Years prior to 2012 (C) 2012 M) 2013 32,487,410 Excess distributions carryover, if any, to 2013 From 2008 From 2009 . From 2010 13,327,090 From 2011 11,481,427 From 2012 1 14642326 Total of lines 3a through Qualifying distributions for 2013 from Part XII line 4 Applied to 2012. but not more than line 2a Applied to undistributed income of pnor (Election required?see instructions) years Treated as distributions out of corpus (Election reqUIred?see instructions) . . Applied to 2013 distributable amount Remaining amount distributed out of corpus Excess distributions carryover applied to 2013 (If an amount appears in column the same amount must be shown in column Enter the net total of each column as indicated below: Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 Prior years? undistributed income. Subtract line 4b from line 2b Enter the amount of prior years' undistributed income for which a notice of de?ciency has been issued. or on which the section 4942(a) tax has been prewously assessed Subtract line So from line 6b Taxable amount?see instructions Undistributed income for 2012. Subtract line 4a from line 2a. Taxable amount?see instructions Undistributed income for 2013. subtract lines 4d and 5 from line 1. This amount must distributed in 2014 be Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (see instructions) Excess distributions carryover from 2008 not applied on line 5 or line 7 (see instructions) Excess distributions carryover to 2014. Subtract lines 7 and 8 from line 6a Analy5is of line 9: Excess from 2009 . 36,451,443 32,487,410 7,666,305 44,117,748 5,000 44,112,748 Excess from 2010 . 13,322,090 Excess from 2011 . 11,481,427 Excess from 2012 . 11,642,926 Excess from 2013 . 7,666,305 Form 990-PF (2013) Form 990-PF (2013) The Lynde and Harry Bradley Foundation. Inc. 39-6037928 Page 10 Private Operating Foundations (see Instructions and I'D?art VII-A. question 9) MIA 1a If the foundation has received a ruling or determination letter that It is a private operating foundation. and the ruling Is effective for 2013. enter the date of the ruling . Check box to indicate whether the foundation Is a private operating foundation described In section 4942mm or 4942(1)(5) 2a Enter the lesser of the adiusted net Tax year 3 Years (9, Total mip each year listed . . . . . 0 85% of line 2a . . 0 Qualifying distributions from Part XII. line 4 for each year listed . . 0 Amounts included in line 2c not used directly for active conduct of exempt actiwties . 0 Qualifying distributions made directly for active conduct of exempt actIVItIes. Subtract line 2d from line 2c 0 3 Complete 3a. b. or for the alternative test relied upon a "Assets" alternative test?enter (1) Value of all assets . . . 0 (2) Value of assets qualifying under section . . "Endowment" alternative test?enter 2/3 of minimum investment return shown In Part X. line 6 for each year listed . 0 "Support? alternative test?enter (1) Total support other than gross Investment income (interest. diVidends. rents. payments on securities loans (section or royalties) . . 0 (2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iIi) . . (3) Largest amount of support from an exempt organization . . 4 Gross investment income . . 0 Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets at any time during the year?see instructions.) 1 lnforrnation Regarding Foundation Managers: a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any tax year (but only if they have contributed more than $5.000). (See section NONE List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest NONE 2 Information Regarding Contribution. Grant, Gift, Loan. Scholarship. etc., Programs: Check here If the foundation only makes contributions to preselected charitable organizations and does not accept unsoIICIted requests for funds If the foundation makes gifts. grants. etc. (see Instructions) to individuals or organizations under other conditions. complete items 2a. b. c. and a The name. address. and telephone number or e-mail address of the person to whom applications should be addressed: Grants Program - The Lynde and Harry Bradley Foundation. Inc. 1241 Franklin PI Milwaukee. WI 53202 (414) 291-9915 The form in which applications should be submitted and information and materials they should include. Proposal. Budgets and amount of grant being requested. IRS Determination Letter under Section 501(c)(3). see orq Any submission deadlines: Pnor to quarterly board meetings Any restrictions or limitations on awards. such as by geographical areas. charitable ?elds. kinds of institutions. or other factors: The Foundation normally awards grants only to organizations quali?ed under 509(a)(1). (2). (3). ani Section 501(c)(3) of the Internal Revenue Code. Form 990-PF (2013) Form QQO-PF (2013) The Lynde and Harry Bradley Foundation, Inc 39-6037928 Page 11 Supplementary Information (continued) 3 Grants and Contributions Paid Durin the Year or Approved for Future Payment . It recipient IS an Foundahon ecuplent show any relationship to tat Purpose of grant or A . any faundatlon manager 5 us 0 oontnbutron moun Name and address (home or busmess) o, subsmnua. mnmbuto, a Paid during the year See Attached Statement, Page 228 Vanous 34,178,862 Total . . . . 5 3a 34,178,862 Approved for future payment See Attached Statement. Page 241 Various 6,774,841 Total 3b 6,774,841 Form 990-PF (201a) Form (2013) The Lynde and Harry Bradley Foundation, Inc 39-6037928 Page 12 Analysis of Income-Producing Activities Enter gross amounts unless otherwise indicated. AA 12 13 See worksheet in line 13 Instructions to Relationsh of Activities to the Accom Explain below how each activrty for which income is reported in column of Part XVI-A contributed importantly to the accomplishment of the foundation?s exempt purposes (other than by provrding funds for such purposes) (See instructions Line No. Program service revenue: a Interest Income from PRI Unrelated busrness income Excluded by section 512, 513. or 514 Busrness code Amount (6) Exclusron code Amount (8) Related or exempt function income (See instructions 01 75,000 00.0 9 Fees and contracts from government agencres Membership dues and assessments Interest on and temporary cash investments Dwrdends and interest from securities Net rental income or (loss) from real estate a Debt- ?nanced property Not debt- ?nanced property Net rental income or (loss) from personal property Other investment income Gain or (loss) from sales of assets other than inventory Net income or (loss) from special events Gross pro?t or (loss) from sales of inventory Other revenue. a Rental Income 14 103 14 9,717,639 18 37,315,834 16 24,587 Fee for public inspection of tax return 01 73 Subtotal Add columns and Total. Add line 12, columns and 47,133,236 0 calculations ishment of Exem Pu 13 47,133,236 Form 990-PF (2013) Form QQO-PF (2013) The Lynde and Hany Bradley Foundation. 39-6037928 Page 13 lnfonnation Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations 1 Did the organization directly or indirectly engage in any of the following With any other organization described Yes No In section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting foundation to a noncharitable exempt organization of: (1) Cash 1a 1) (2) Other assets 1a(2) Other transactions (1) Sales of assets to a noncharitable exempt organization 1b(1) (2) Purchases of assets from a noncharitable exempt organization 1g2 (3) Rental of facrlities, eqUIpment, or other assets 1b(3) (4) Reimbursement arrangements 1b(4) (5) Loans or loan guarantees . 1b(5) (6) Performance of sewices or membership or fundraismg sohcrtations 1b(6) Sharing of faculties equment. mailing lists other assets or paid employees 1c If the answer to any of the above is ?Yes,? complete the following schedule Column should always show the fair market value of the goods other assets or services given by the reporting foundation. If the foundation received less than fair market value in any transaction or sharing arrangement, show in column the value of the goods, other assets, or services received. Line no Amount involved Name 0! nonchantable exempt organization Description of transfers. transactions, and sharing arrangements 2a Is the foundation directly or indirectly af?liated With. or related to. one or more tax-exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527"Yes," complete the following schedule. Name of organization Type of organization Description of relationship Under penalties of penury. ldecl A med this return. including accompanying schedules and statements. and t0 the best of my knowledge and belief, it is true. Sig oonect. and Fla Declarati 01 than taxpayer) is based on all information of which preparer has any knowledge May ma IRS discuss this return with the preparer shown below Here [Signature of air or trustee Igate '4 Emil-es'dent and CEO (see mswamsp .No . ype preparers na Prepar signat Date PTIN Pa'd eggs/Tm 435016373 2: ?ago!" ?ag; P00966076 Prepa'er Firms name . Deloitte Tax LLP Firrn's em 86-1065772 ?59 on'V aim-s address . 555 E. Wells; Suite 1400, Milwaukee, WI 53202 Phone no (4145271 -3000 Form 990-PF (2013) schedu'e 3 Schedule of Contributors (Form 990. BSD-E2, or 990-PF) Attach to Form 990. Form 990.52. or Form 990-PF. 2?1 3 Depamwuofme Treasury Internal Revenue Semoe lnformatlon about Schedule (Form 990. 990-EZ. or 990-PF) and Its Instructions Is at Name of the organization Employer identi?cation number The Lynde and Harry Bradley Foundation. Inc. 39-6037928 Organization type (check one): Filers of: Section: Form 990 or 990-EZ El 501 (enter number) organization 4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 501(c)(3) exempt private foundation 4947(a)(1) nonexempt chantable trust treated as a private foundation 501(c)(3) taxable private foundation Check If your organization is covered by the General Rule or a Special Rule. Note. Only a section 501(c)(7). (8). or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule For an organization ?ling Form 990. or 990-PF that received. during the year. $5.000 or more (in money or property) from any one contributor. Complete Parts and II. Special Rules I: For a section 501(c)(3) organization filing Form 990 or QQO-EZ that met the 33 113% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor. during the year. a contribution of the greater of (1) $5.000 or (2) 2% of the amount on Form 990. Part line 1h. or (ii) Form 990-EZ. line 1. Complete Parts I and II. For a section 501(c)(7). (8). or (10) organization ?ling Form 990 or 990-EZ that received from any one contributor. during the year. total contributions of more than $1.000 for use exclusrvety for religious. chantable. scienti?c. literary. or educational purposes. or the prevention of cruelty to children or animals. Complete Parts I. It. and For a section 501(c)(7). (8). or (10) organization ?ling Form 990 or 990-EZ that received from any one contributor. dunng the year. contributions for use exclusrvely for religious. chantable. etc.. purposes. but these contributions did not total to more than $1.000. if this box is checked. enter here the total contributions that were received during the year for an exclusively religious. charitable. etc.. purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusivety religious. charitable. etc. contributions of $5.000 or more Caution. An organization that is not covered by the General Rule and/or the Speciat Rules does not ?le Schedule 8 (Form 990. or but it must answer "No" on Part IV. line 2. of its Form 990; or check the box on line of its Form 990-EZ or on its Form Part I. line 2. to certify that it does not meet the ?ling requirements of Schedule (Form 990. or For Papenuork Reductlon Act Notice. see the Instructions for Form 990. 990-EZ, or 990-PF. Schedule (Form 990. ego-?2. or ego-PF) (2013) HTA _18_ Schedule (Form 990. 99052. or 990-PF) (2013) Page 2 Name of organization Employer identi?cation number The Lynde and Harry Bradley Foundation. Inc. 39-6037928 Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (6) No. Name, address, and ZIP 4 Total contributions Type of contribution -- -1. - -- lost-dated Person Payroll guise-<19 I 5336547 Noncash Foreign State or Provrnce. (Complete Part II for Foreign Country: noncash contributions.) (8) (C) Id) No. Name, address. and ZIP 4 Total contributions Type of contribution Person El 99'! lizards: ?ttest Payroll Cl same-99 I L60603 Noncash Foreign State or Provmce (Complete Part II for Foreign Country noncash contnbutions No. Name. address, and ZIP 4 Total contributions Type of contribution -- 1'19 ?at-109311190 Person 919-89599al-Agm [Heir-ates ins:- i326; gays-89. Payroll El Altai-in T25 - 5. .990. Noncash Foreign State or Provrnoe (Complete Part II for Foreign Country' noncash contnbutlons (6) Id) No. Name, address, and ZIP 4 Total contributions Type of contribution Person Payroll Noncash El Foreign State or Provrnce (Complete Part II for Foreign Country: noncash contnbutlons lb) (6) Id) No. Name, address, and ZIP 4 Total contributions Type of contribution Person Payroll Noncash Foreign State or Province' (Complete pan for Foreign Country noncash contributions.) (3) No. Name. address, and ZIP 4 Total contributions Type of contribution Person El Payroll Noncash (Complete Part II for noncash contributions.) Schedule a (Form 990. 990-EZ. or ago-PF) (2013) Schedule (Form 990. BSD-E2. or Elsa-PF) (2013) Page 3 Name of organization The Lvnde and Harry Bradley Foundation, Inc. Employer identi?cation number 39?6037928 Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed. No. (cl from . . . FMV (or estimate) . Pa of noncash property given (see instructions) Date received M36995. Psi-bljelxlradad- ?t95=l