LYNDE AND HARRY BRADLEY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LYNDE AND HARRY BRADLEY FOUNDATION INC (EIN 39-6037928)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349104125
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T11:55:24+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 Third Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396037928 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lynde and Harry Bradley Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYND | BusinessNameControlTxt |
| Phone | 4142919915 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 North Water Street Suite 300 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532022506 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen A Langlois | PersonNm |
| Person Title | Senior VP and CIO | PersonTitleTxt |
| Phone | 4142919915 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daniel Romano | PreparerPersonNm |
| PTIN | P00504182 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $987,072,699 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $9,780,460 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,792,373 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,898,119 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $128,226,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,809,605 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $308,839 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,690,376 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $30,987,418 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,292,354 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,897,592 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $239,925 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,660,963 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,340,331 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,150,677 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $986,203 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $53,716 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $858,627 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $32,140 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,172 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $43,477 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $166,658 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $40,156 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $64,146 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,346,539 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,629,624 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $472,292 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,230,169 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $138,920 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $205,088 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $570,062 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $920,668 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $439,366 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $435,758 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $9,771 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $9,829 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,239,227 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,941,005 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,678,404 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,463,146 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,044,518 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,294,841 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,397,943 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,127,095 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,861,089 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,044,518 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,421,936 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,873,671 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,247,836 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $47,593,502 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,707,300 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,707,300 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $878,360 | AcctRcvblAmt |
| Acct Rcvbl BOY | $33,047,714 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $878,360 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $878,360 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $233,409,818 | CorporateStockBOYAmt |
| Corporate Stock EOY | $282,664,127 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $282,664,127 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $672,719,324 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $664,144,907 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $664,144,907 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,260,923 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $762,683 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,649,902 | LandBOYAmt |
| Land EOY | $1,498,240 | LandEOYAmt |
| Land EOYFMV | $1,498,240 | LandEOYFMVAmt |
| Other Assets BOY | $3,452,560 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,179,765 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,179,765 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $991,872,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $987,072,699 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $987,072,699 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $779,893 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,404,148 | AccountsPayableEOYAmt |
| Grants Payable BOY | $17,601,790 | GrantsPayableBOYAmt |
| Grants Payable EOY | $17,372,746 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $41,593,183 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,261,624 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $59,974,866 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,038,518 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $810,185,662 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $836,051,126 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $121,712,292 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $124,983,055 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $931,897,954 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $961,034,181 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $991,872,820 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $987,072,699 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $931,897,954 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,873,671 | ExcessRevenueOverExpensesAmt |
| Other Increases | $67,009,898 | OtherIncreasesAmt |
| Subtotal | $961,034,181 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $961,034,181 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|---|
| Publicly Traded Securities | P | $126,104,086 | $114,292,110 | $11,811,976 | $0 | $11,811,976 | ||
| Partnership K-1 1231 Loss | P | $0 | $30 | -$30 | $0 | -$30 | 2022-01-01 | 2023-12-31 |
| Partnership K-1 LT Gain | P | $2,346,229 | $0 | $2,346,229 | $0 | $2,346,229 | 2022-01-01 | 2023-12-31 |
| Partnership K-1 ST Loss | P | $0 | $667,992 | -$667,992 | $0 | -$667,992 | 2023-01-01 | 2023-12-31 |
| Final Gain on Limited Partnership Disposition | P | $282,088 | $282,088 | $0 | $282,088 | 2022-01-01 | 2023-12-31 | |
| Partnership Gain on Distributions | P | $37,334 | $37,334 | $0 | $37,334 | 2022-01-01 | 2023-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,809,605 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $378,745 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $378,745 | SubtotalAmt |
| Tax Based On Investment Income | $378,745 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $711,950 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $811,950 | TotalPaymentsAndCreditsAmt |
| Overpayment | $433,205 | OverpaymentAmt |
| Applied To ES Tax | $433,205 | AppliedToESTaxAmt |
| Refund | $0 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.bradleyfdn.org | WebsiteAddressTxt |
| Individual With Books | Stephen A Langlois | IndividualWithBooksNm |
| Phone | 4142919915 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 N WATER ST 300 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532022506 | 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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| P English | ||||||||
| 1400 North Water Street | Milwaukee | WI | 532022506 | Chairman & Director | 2.000 | $0 | $0 | $0 |
| J Barry | ||||||||
| 1400 North Water Street | Milwaukee | WI | 532022506 | Vice Chairman & Director | 2.000 | $40,000 | $0 | $0 |
| C Mitchell | ||||||||
| 1400 North Water Street | Milwaukee | WI | 532022506 | Secretary & Director | 2.000 | $34,000 | $0 | $0 |
| J A Pope | ||||||||
| 1400 North Water Street | Milwaukee | WI | 532022506 | Director | 2.000 | $0 | $0 | $0 |
| C Culver | ||||||||
| 1400 North Water Street | Milwaukee | WI | 532022506 | Director | 2.000 | $10,000 | $0 | $0 |
| E Scalia | ||||||||
| 1400 North Water Street | Milwaukee | WI | 532022506 | Director | 2.000 | $0 | $0 | $0 |
| P Clement | ||||||||
| 1400 North Water Street | Milwaukee | WI | 532022506 | Director | 2.000 | $0 | $0 | $0 |
| R George | ||||||||
| 1400 North Water Street | Milwaukee | WI | 532022506 | Director | 2.000 | $26,000 | $0 | $0 |
| R Ribble | ||||||||
| 1400 North Water Street | Milwaukee | WI | 532022506 | Director | 2.000 | $35,000 | $0 | $0 |
| V Hanson | ||||||||
| 1400 North Water Street | Milwaukee | WI | 532022506 | Director | 2.000 | $31,000 | $0 | $0 |
| Richard W Graber | ||||||||
| 1400 North Water Street | Milwaukee | WI | 532022506 | President | 50.000 | $761,181 | $64,798 | $909 |
| Stephen A Langlois | ||||||||
| 1400 North Water Street | Milwaukee | WI | 532022506 | Senior Vice President and Chief Investment Officer | 45.000 | $336,030 | $75,344 | $11,004 |
| Alicia Manning | ||||||||
| 1400 North Water Street | Milwaukee | WI | 532022506 | Vice President for Programs | 45.000 | $266,113 | $62,539 | $25,604 |
| Mark Rhode | ||||||||
| 1400 North Water Street | Milwaukee | WI | 532022506 | Director of Finance | 45.000 | $189,128 | $52,329 | $2,022 |
| Kim Magnan | ||||||||
| 1400 North Water Street | Milwaukee | WI | 532022506 | Director for Human Resources & Administrative Services | 45.000 | $119,929 | $19,855 | $547 |
| Carl O Helstrom (Terminated 1312023) | ||||||||
| 1400 North Water Street | Milwaukee | WI | 532022506 | Vice President for Programs | 40.000 | $56,212 | $26,119 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Dionne King | ||||||||
| 1400 North Water Street | Milwaukee | WI | 532022506 | Dir. of Operations | 45.000 | $123,360 | $40,439 | $2,374 |
| Ingrid Gregg | ||||||||
| 1400 North Water Street | Milwaukee | WI | 532022506 | Sr. Program Officer | 40.000 | $267,116 | $63,733 | $32,328 |
| Jason S Crye | ||||||||
| 1400 North Water Street | Milwaukee | WI | 532022506 | Program Officer | 40.000 | $152,994 | $48,738 | $1,723 |
| Christine Czernejewski | ||||||||
| 1400 North Water Street | Milwaukee | WI | 532022506 | Director of Comms | 40.000 | $111,404 | $37,245 | $14,287 |
| Lauren Kuhn | ||||||||
| 1400 North Water Street | Milwaukee | WI | 532022506 | Director of Events | 40.000 | $99,249 | $37,478 | $6,641 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 7 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| John Roach Projects Inc | ||||||
| 2690 Research Park Drive | Suite J | Fitchburg | WI | 53711 | Project Management | $595,675 |
| Artisan Partners Limited Partnership | ||||||
| 875 E Wisconsin Ave | Suite 800 | MILWAUKEE | WI | 53202 | Investment Management | $554,431 |
| Fiduciary Management | ||||||
| 100 E Wisconsin Avenue | Suite 2200 | MILWAUKEE | WI | 53202 | Investment Management | $428,993 |
| Marquette Associates Inc | ||||||
| One Wall Street | New York | NY | 10286 | Investment Management | $292,500 | |
| Cambridge Associates LLC | ||||||
| 125 High Street | Boston | MA | 021102112 | Investment Management | $280,439 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 14 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Bradley Prizes honor scholars and practitioners whose accomplishments reflect The Lynde and Harry Bradley's mission to restore, strengthen, and protect the principles and institutions of American exceptionalism. Drawn from a competitive pool of the nation's leading public intellectuals, public servants, and policy experts and ultimately awarded by the Foundation's Board of Directors, the Bradley Prizes seek to elevate the recipients' work and their contributions to the world of ideas and public policy. There were three recipients of the awards in 2023. | Description1Txt |
| Expenses1 | $1,455,512 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $408,269,182 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,220,728 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $527,727,641 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $970,217,551 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $970,217,551 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,553,263 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $955,664,288 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,783,214 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,783,214 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $378,745 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $59,590 | IncomeTaxAmt |
| Total Tax | $438,335 | TotalTaxAmt |
| Distributable Before Adj | $47,344,879 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $47,344,879 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $47,344,879 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,421,936 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $53,425 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $61,475,361 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,344,879 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,429,423 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,482,334 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,139,777 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,051,534 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,475,361 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,344,879 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,130,482 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $37,182,016 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,429,423 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,752,593 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $12,482,334 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $6,139,777 | ExcessFromYear1Amt |
| Excess From Current Year | $14,130,482 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Program Team | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 N Water St | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4142919915 | RecipientPhoneNum |
| Form And Info And Materials | The Lynde and Harry Bradley Foundation accepts applications solely through its online grants-management system. A virtual letter of inquiry (LOI) should briefly describe the project for which support is being sought. If the project falls within the Foundation's current program interests, the organization may be invited to submit a full application. If the LOI is approved, a full application should include the following information: A thorough description of the project, its objectives and significance, and the qualifications and roles of participants The organization's: most current IRS exemption determination letter, current-year annual budget, project budget, if applicable, list of board directors and officers, most recent audited financial statements, most recent IRS Form 990, and any additional materials the applicant thinks will strengthen the case for support - reports, studies, or brochures, for example - which may be uploaded at the end of the application form | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Full applications are due quarterly: February 15, May 15, August 15 and November 15. | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Bradley Foundation can only support organizations that are exempt from federal taxation under Section 501(c)(3) of the Internal Revenue Code and publicly supported under Section 509 (a)(1), (2), or (3), cannot provide grants to individuals and will not fund overhead or indirect costs. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (346 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1000 Generations Inc | ||||||||
| PO Box 213 | Elkhorn | WI | 531210213 | N/A | PC | To support general operations | $150,000 | |
| 170 Freedom Milwaukee 2024 Host Committee Inc | ||||||||
| 275 W Wisconsin Ave Ste 400 | Milwaukee | WI | 532033318 | N/A | PC | To support a welcome event | $150,000 | |
| 4th Dimension Sobriety Inc | ||||||||
| 2838 N Weil St | Milwaukee | WI | 532122648 | N/A | PC | To support general operations | $100,000 | |
| Above the Clouds | ||||||||
| PO Box 16122 | Milwaukee | WI | 532160122 | N/A | PC | To support general operations | $25,000 | |
| Academic Freedom Alliance Inc | ||||||||
| 10 Nassau Street 32 | Princeton | NJ | 085424510 | N/A | PC | To support general operations | $50,000 | |
| Acton Institute for the Study of Religion and Liberty | ||||||||
| 98 East Fulton Street | Grand Rapids | MI | 49503 | N/A | PC | to support general operations | $125,000 | |
| ACTS Community Development Corporation | ||||||||
| 2414 W Vliet Street | Milwaukee | WI | 53205 | N/A | PC | To support general operations | $100,000 | |
| ACTS Community Development Corporation | ||||||||
| 2414 W Vliet Street | Milwaukee | WI | 53205 | N/A | PC | To support a capital campaign | $800,000 | |
| Alaska Policy Forum | ||||||||
| 7926 Old Seward Hwy Ste A6 | Anchorage | AK | 995183261 | N/A | PC | To support a 2022 Bradley Freedom Grant | $85,000 | |
| Alma Center Inc | ||||||||
| 2821 North Vel R Phillips Avenue 3r | Milwaukee | WI | 53212 | N/A | PC | To support general operations | $150,000 | d Floor |
| America's Future | ||||||||
| 1367 Connecticut Avenue NW Suite 20 | Washington | DC | 20036 | N/A | PC | To support general operations and Talent Market | $200,000 | 0 |
| American Academy of Sciences and Letters Inc | ||||||||
| 8 The Green Suite 10490 | Dover | DE | 199013618 | N/A | PC | To support a journal | $75,000 | |
| American Conservation Coalition Inc | ||||||||
| 1100 H Street NW Suite 1200 | Washington | DC | 20005 | N/A | PC | To support general operations | $100,000 | |
| American Constitutional Rights Union | ||||||||
| 305 5th Avenue South Suite 204G | Naples | FL | 34113 | N/A | PC | To support an election integrity project | $100,000 | |
| American Enterprise Institute for Public Policy Research | ||||||||
| 1789 Massachusetts Avenue NW | Washington | DC | 20036 | N/A | PC | To support the program in Social, Cultural, and Constitutional Studies | $100,000 | |
| American Enterprise Institute for Public Policy Research | ||||||||
| 1789 Massachusetts Avenue NW | Washington | DC | 20036 | N/A | PC | To support the Education Policy Studies Program | $100,000 | |
| American Federation for Children Growth Fund Inc | ||||||||
| 5950 Berkshire Lane Suite 325 | Dallas | TX | 75225 | N/A | PC | To support general operations | $50,000 | |
| American Institute for Economic Research Inc | ||||||||
| 250 Division Street PO Box 1000 | Great Barrington | MA | 012301000 | N/A | PC | To support general operations | $300,000 | |
| American Legislative Exchange Council | ||||||||
| 2900 Crystal Drive Suite 600 | Arlington | VA | 22202 | N/A | PC | To support general operations | $500,000 | |
| American Reformer | ||||||||
| 4945 Crooked Ln | Dallas | TX | 752294339 | N/A | PC | To support the Center for Academic Faithfulness & Flourishing | $25,000 | |
| American Transparency | ||||||||
| 3 Grant Square 355 | Hinsdale | IL | 60521 | N/A | PC | To support the Open the Books project | $100,000 | |
| Americans for Fair Treatment Inc | ||||||||
| 225 State Street Suite 301 | Harrisburg | PA | 17101 | N/A | PC | To support general operations | $100,000 | |
| Archbridge Institute | ||||||||
| 1367 Connecticut Avenue NW Suite 20 | Washington | DC | 20036 | N/A | PC | To support general operations | $102,500 | 0 |
| Archdiocese of Milwaukee | ||||||||
| 3501 South Lake Drive PO Box 070912 | Milwaukee | WI | 532070912 | N/A | PC | To support the Pallium Lecture | $15,000 | |
| Arizona State University Foundation for A New American University | ||||||||
| PO Box 2260 | Tempe | AZ | 852872001 | N/A | PC | To support the Center for American Institutions | $200,000 | |
| Arizona State University Foundation for A New American University | ||||||||
| PO Box 2260 | Tempe | AZ | 852872001 | N/A | PC | To support the School of Civic and Economic Thought and Leadership, a post-doctoral fellowship, and a lecture series | $200,000 | |
| Ashland University | ||||||||
| 401 College Avenue | Ashland | OH | 44805 | N/A | PC | To support educational programs in American history | $100,000 | |
| Asset Builders of America Inc | ||||||||
| 1213 North Sherman Avenue 195 | Madison | WI | 53704 | N/A | PC | To support general operations | $50,000 | |
| Augustine Academy | ||||||||
| PO Box180066 | Delafield | WI | 530180066 | N/A | PC | To support general operations | $25,000 | |
| Aurora Health Care Foundation Inc | ||||||||
| 950 N 12th Street A511 | Milwaukee | WI | 53233 | N/A | PC | To support the Healing Center | $25,000 | |
| Bader Hillel High Inc | ||||||||
| 6789 N Green Bay Ave | Glendale | WI | 53209 | N/A | PC | To support general operations | $25,000 | |
| Badger Institute | ||||||||
| 700 West Virginia Street Suite 301 | Milwaukee | WI | 53204 | N/A | PC | To support general operations | $350,000 | |
| Baylor University | ||||||||
| One Bear Place 97308 | Waco | TX | 767987308 | N/A | PC | To support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $25,000 | |
| Beacon Center of Tennessee | ||||||||
| 1200 Clinton Street 205 | Nashville | TN | 37203 | N/A | PC | To support general operations | $250,000 | |
| Becket Fund | ||||||||
| 1919 Pennsylvania Avenue NW Suite 4 | Washington | DC | 20006 | N/A | PC | To support a legal fellowship | $10,000 | 00 |
| Becket Fund | ||||||||
| 1919 Pennsylvania Avenue NW Suite 4 | Washington | DC | 20006 | N/A | PC | To support general operations | $200,000 | 00 |
| Bel Canto Chorus of Milwaukee Inc | ||||||||
| 9575 Brenwood Park Drive 320174 | Franklin | WI | 53132 | N/A | PC | To support general operations | $40,000 | |
| Belmont Abbey College | ||||||||
| 100 Belmont-Mt Holly Rd | Belmont | NC | 28012 | N/A | PC | To support the Honors College | $50,000 | |
| Benedictine College | ||||||||
| 1020 N 2nd Street | Atchison | KS | 66002 | N/A | PC | To support the Center for Constitutional Liberty | $50,000 | |
| Benjamin Rush Institute | ||||||||
| PO Box 610-001 | DFW Airport | TX | 75261 | N/A | PC | To support general operations | $40,000 | |
| Bill of Rights Institute | ||||||||
| 1310 N Courthouse Road Suite 620 | Arlington | VA | 22201 | N/A | PC | To support general operations | $100,000 | |
| Boston College Trustees | ||||||||
| Jesuit Community | Chestnut Hill | MA | 024673802 | N/A | PC | To support the 2022-2023 Bradley Graduate and Post-Graduate Fellowship Program | $25,000 | |
| Boston College Trustees | ||||||||
| Jesuit Community | Chestnut Hill | MA | 024673802 | N/A | PC | To support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $25,000 | |
| Bradley Impact Fund Inc | ||||||||
| 1400 North Water Street | Milwaukee | WI | 53202 | N/A | PC | To support a donor advised fund | $3,216,500 | |
| Bridge Builders Inc | ||||||||
| PO Box 91322 | Milwaukee | WI | 532098322 | N/A | PC | To support general operations | $75,000 | |
| California Policy Center | ||||||||
| 18002 Irvine Boulevard Suite 108 | Tustin | CA | 92780 | N/A | PC | To support general operations | $150,000 | |
| Calvin Coolidge Presidential Foundation Inc | ||||||||
| PO Box 97 | Plymouth | VT | 050560097 | N/A | PC | To support an economics history program | $350,000 | |
| Capital Research Center | ||||||||
| 1513 Sixteenth Street NW | Washington | DC | 200361401 | N/A | PC | To support general operations | $300,000 | |
| Cardinal Institute for West Virginia Policy | ||||||||
| PO Box 11495 | Charleston | WV | 25339 | N/A | PC | To support a 2022 Bradley Freedom Grant | $100,000 | |
| Cardinal Institute for West Virginia Policy | ||||||||
| PO Box 11495 | Charleston | WV | 25339 | N/A | PC | To support general operations | $150,000 | |
| Catholic University of America | ||||||||
| Office of Sponsored Programs 213 Mc | Washington | DC | 20064 | N/A | PC | To support the academic programs of the Institute for Human Ecology | $75,000 | Mahon Hall |
| Catholic University of America | ||||||||
| Office of Sponsored Programs 213 Mc | Washington | DC | 20064 | N/A | PC | To support a distinguished fellowship | $50,000 | Mahon Hall |
| Catholic University of America | ||||||||
| Office of Sponsored Programs 213 Mc | Washington | DC | 20064 | N/A | PC | To support a conference | $41,593 | Mahon Hall |
| Cato Institute | ||||||||
| 1000 Massachusetts Avenue NW | Washington | DC | 20001 | N/A | PC | To support the Project to Defend the Free Economy | $300,000 | |
| Center for American Culture and Ideas | ||||||||
| 5230 N Apache Hills Trl | Tucson | AZ | 857507108 | N/A | PC | To support the American Culture and Ideas Program and a conference | $125,000 | |
| Center for American Greatness | ||||||||
| 3104 E Camelback Road 907 | Phoenix | AZ | 85016 | N/A | PC | To support general operations | $200,000 | |
| Center for Independent Employees | ||||||||
| PO Box 2421 | Spartanburg | SC | 293042421 | N/A | PC | To support general operations | $30,000 | |
| Center for Individual Rights | ||||||||
| 1100 Connecticut Avenue NW Suite 62 | Washington | DC | 20036 | N/A | PC | To support a legal fellowship | $10,000 | 5 |
| Center for Individual Rights | ||||||||
| 1100 Connecticut Avenue NW Suite 62 | Washington | DC | 20036 | N/A | PC | To support general operations | $100,000 | 5 |
| Center for the Study of Technology and Society | ||||||||
| 1730 M Street NW Suite 910 | Washington | DC | 20036 | N/A | PC | To support the New Atlantis Journal | $50,000 | |
| Center for Urban Teaching | ||||||||
| 2600 W Wisconsin Avenue | Milwaukee | WI | 53233 | N/A | PC | To support expansion | $539,605 | |
| Center for Urban Teaching | ||||||||
| 2600 W Wisconsin Avenue | Milwaukee | WI | 53233 | N/A | PC | To support general operations | $250,000 | |
| Center of the American Experiment | ||||||||
| 12600 Whitewater Dr Suite 150 | Minnetonka | MN | 55343 | N/A | PC | To support general operations | $100,000 | |
| Christ Alone Lutheran Church | ||||||||
| 247 S Main St | Thiensville | WI | 53092 | N/A | PC | To support general operations | $2,500 | |
| Claremont Institute for the Study of Statesmanship and Political Philosophy | ||||||||
| 1317 West Foothill Boulevard Suite | Upland | CA | 91786 | N/A | PC | To support the Claremont Review of Books | $100,000 | 120 |
| Claremont McKenna College | ||||||||
| Bauer Center 500 East Ninth Street | Claremont | CA | 917116400 | N/A | PC | To support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $50,000 | |
| Clemson University Foundation | ||||||||
| PO Box 1889 | Clemson | SC | 296331889 | N/A | PC | To support the Clemson Institute for the Study of Capitalism | $250,000 | |
| Climb USA Inc | ||||||||
| 6666 Odana Road Suite 221 | Madison | WI | 537191012 | N/A | PC | To support general operations | $50,000 | |
| CO2 Coalition Inc | ||||||||
| 1621 North Kent Street Suite 603 | Arlington | VA | 22209 | N/A | PC | To support general operations | $50,000 | |
| Colorado Christian University | ||||||||
| 8787 West Alameda Avenue | Lakewood | CO | 80226 | N/A | PC | To support programs and fellowships for high school and undergraduate students | $100,000 | |
| Community Warehouse Inc | ||||||||
| 521 South 9th Street | Milwaukee | WI | 53204 | N/A | PC | To support general operations | $200,000 | |
| Competitive Enterprise Institute | ||||||||
| 1310 L Street NW 7th Floor | Washington | DC | 20005 | N/A | PC | To support general operations | $600,000 | |
| Concord Chamber Orchestra Inc | ||||||||
| PO Box 26191 | Milwaukee | WI | 53226 | N/A | PC | To support general operations | $10,000 | |
| Concordia University Wisconsin Foundation | ||||||||
| 12800 North Lake Shore Drive | Mequon | WI | 530929652 | N/A | PC | To support the Free Enterprise Center | $500,000 | |
| Concordia University Wisconsin Foundation | ||||||||
| 12800 North Lake Shore Drive | Mequon | WI | 530929652 | N/A | PC | To support general operations | $850 | |
| Conservative Partnership Institute | ||||||||
| 300 Independence Ave SE | Washington | DC | 20003 | N/A | PC | To support general operations | $100,000 | |
| Cornell University | ||||||||
| 373 Pine Tree Rd | Ithaca | NY | 14850 | N/A | PC | To support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $25,000 | |
| Council for National Policy | ||||||||
| 444 North Capitol Street NW Suite 8 | Washington | DC | 20001 | N/A | PC | To support leadership development efforts | $35,000 | 30 |
| Daily Caller News Foundation | ||||||||
| 1775 Eye Street NW Suite 1150-291 | Washington | DC | 20006 | N/A | PC | To support general operations | $50,000 | |
| David Horowitz Freedom Center | ||||||||
| 28494 Westinghouse Place Suite 212 | Valencia | CA | 91355 | N/A | PC | To support general program activities | $125,000 | |
| Defense of Freedom Institute for Policy Studies Inc | ||||||||
| 1765 Duke Street | Alexandria | VA | 22314 | N/A | PC | To support general operations | $50,000 | |
| DePaul University | ||||||||
| 1 E Jackson Blvd | Chicago | IL | 606042219 | N/A | PC | To support a course on the Constitution | $19,470 | |
| Discovery Institute | ||||||||
| 208 Columbia Street | Seattle | WA | 98104 | N/A | PC | To support a project on homelessness | $75,000 | |
| Do No Harm | ||||||||
| 11357 Nuckols Rd PMB 115 | Glen Allen | VA | 230595504 | N/A | PC | To support general operations | $100,000 | |
| Donors Trust Inc | ||||||||
| 1800 Diagonal Road Suite 280 | Alexandria | VA | 22314 | N/A | PC | To support the Galen Institute | $75,000 | |
| Dr Howard Fuller Collegiate Academy Inc | ||||||||
| 4030 North 29th | Milwaukee | WI | 53216 | N/A | PC | To support a capital campaign | $100,000 | |
| Duke University | ||||||||
| Office of Research Support 2200 W M | Durham | NC | 27705 | N/A | PC | To support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $25,000 | ain Street |
| Eastbrook Academy | ||||||||
| 5375 North Green Bay Avenue | Milwaukee | WI | 53209 | N/A | PC | To support general operations | $30,000 | |
| Ebenezer Stone Ministries Inc | ||||||||
| 12300 W Janesville Rd | Hales Corners | WI | 53130 | N/A | PC | To support a residential program | $60,000 | |
| EdChoice Inc | ||||||||
| 111 Monument Circle Suite 2650 | Indianapolis | IN | 46204 | N/A | PC | To support general operations | $100,000 | |
| Emergent Order Foundation Inc | ||||||||
| 4450 Frontier Trl | Austin | TX | 787451514 | N/A | PC | To support general operations | $250,000 | |
| Empire Center for Public Policy | ||||||||
| PO Box 7113 | Albany | NY | 12224 | N/A | PC | To support a 2022 Bradley Freedom Grant | $70,000 | |
| Empower Mississippi Foundation | ||||||||
| 1000 Northpark Drive | Ridgeland | MS | 39157 | N/A | PC | To support a 2022 Bradley Freedom Grant | $100,000 | |
| Empower Mississippi Foundation | ||||||||
| 1000 Northpark Drive | Ridgeland | MS | 39157 | N/A | PC | To support general operations | $50,000 | |
| Encounter for Culture and Education Inc | ||||||||
| 900 Broadway Suite 601 | New York | NY | 100031239 | N/A | PC | To support Encounter Books | $1,000,000 | |
| Encounter for Culture and Education Inc | ||||||||
| 900 Broadway Suite 601 | New York | NY | 100031239 | N/A | PC | To support the Jeane Kirkpatrick and Encounter Awards | $50,000 | |
| Ethics and Public Policy Center Inc | ||||||||
| 1730 M Street NW Suite 910 | Washington | DC | 20036 | N/A | PC | To support general operations | $250,000 | |
| Evergreen Freedom Foundation | ||||||||
| PO Box 552 | Olympia | WA | 98507 | N/A | PC | To support a legal fellowship | $10,000 | |
| Evergreen Freedom Foundation | ||||||||
| PO Box 552 | Olympia | WA | 98507 | N/A | PC | To support general operations | $350,000 | |
| Fair Lines America Foundation Inc | ||||||||
| 2308 Mount Vernon Ave Ste 716 | Alexandria | VA | 223011328 | N/A | PC | To support general operations | $100,000 | |
| FDRLST Media Foundation | ||||||||
| 666 Dundee Rd Ste 600 | Northbrook | IL | 600622733 | N/A | PC | To support journalism education programs | $150,000 | |
| Florentine Opera Company Inc | ||||||||
| 205 West Highland Avenue Suite 201 | Milwaukee | WI | 53203 | N/A | PC | To support general operations | $100,000 | |
| Fordham University | ||||||||
| Rose Hill Campus 441 East Fordham R | Bronx | NY | 10458 | N/A | PC | To support general operations | $10,000 | oad |
| Forge Leadership Network | ||||||||
| 707 Miamisburg Centerville Rd 202 | Dayton | OH | 454593030 | N/A | PC | To support general operations | $35,000 | |
| Foundation for Cultural Review Inc | ||||||||
| 900 Broadway Suite 602 | New York | NY | 100031239 | N/A | PC | To support The New Criterion | $225,000 | |
| Foundation for Economic Education Inc | ||||||||
| 1776 Peachtree St NW Suite 710-S | Atlanta | GA | 30309 | N/A | PC | To support general operations | $150,000 | |
| Foundation for Excellence in Higher Education | ||||||||
| 16 Stockton Street | Princeton | NJ | 08540 | N/A | PC | To support educational institutes, centers, and programs at universities | $800,000 | |
| Foundation for Government Accountability | ||||||||
| 15275 Collier Blvd Suite 201-279 | Naples | FL | 34119 | N/A | PC | To support general operations | $500,000 | |
| Foundation for Individual Rights in Education Inc | ||||||||
| 510 Walnut Street Suite 900 | Philadelphia | PA | 19106 | N/A | PC | To support general operations | $250,000 | |
| Franciscan Peacemakers Inc | ||||||||
| 3333 W Lisbon Avenue | Milwaukee | WI | 53208 | N/A | PC | To support general operations | $27,500 | |
| Franklin News Foundation | ||||||||
| 20 N Clark Street Suite 3300 | Chicago | IL | 60602 | N/A | PC | To support an education project | $500,000 | |
| Frontier Institute Inc | ||||||||
| PO Box 5104 | Helena | MT | 59604 | N/A | PC | To support a 2022 Bradley Freedom Grant | $175,000 | |
| George Mason University Foundation Inc | ||||||||
| 4400 University Dr Merten Hall MS N | Fairfax | VA | 22030 | N/A | PC | To support the Law and Economics Center's Judicial and Attorneys General Education Programs | $50,000 | 1A3 |
| George Mason University Foundation Inc | ||||||||
| 4400 University Dr Merten Hall MS N | Fairfax | VA | 22030 | N/A | PC | To support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $50,000 | 1A3 |
| George Mason University Foundation Inc | ||||||||
| 4400 University Dr Merten Hall MS N | Fairfax | VA | 22030 | N/A | PC | To support the Adam Smith Program and student fellowships | $35,000 | 1A3 |
| George Mason University Foundation Inc | ||||||||
| 4400 University Dr Merten Hall MS N | Fairfax | VA | 22030 | N/A | PC | To support the C. Boyden Gray Center for the Study of the Administrative State | $250,000 | 1A3 |
| Georgetown University | ||||||||
| 37th and O Sts NW | Washington | DC | 20007 | N/A | PC | To support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $25,000 | |
| Georgia Center for Opportunity Inc | ||||||||
| 5051 Peachtree Corners Circle Ste 2 | Norcross | GA | 30092 | N/A | PC | To support general operations | $300,000 | 00 |
| Georgia Public Policy Foundation Inc | ||||||||
| 3200 Cobb Galleria Pkwy Suite 214 | Atlanta | GA | 303395927 | N/A | PC | To support a 2022 Bradley Freedom Grant | $72,185 | |
| Georgia Public Policy Foundation Inc | ||||||||
| 3200 Cobb Galleria Pkwy Suite 214 | Atlanta | GA | 303395927 | N/A | PC | To support general operations | $75,000 | |
| Golden Opportunities Partnerships Inc | ||||||||
| 10936 N Port Washington Rd Ste 274 | Mequon | WI | 530925031 | N/A | PC | To support general operations | $20,000 | |
| Government Accountability Institute | ||||||||
| 2900 Northmont Drive | Tallahassee | FL | 32303 | N/A | PC | To support general operations | $150,000 | |
| Grand Avenue Club Inc | ||||||||
| 210 East Michigan Street | Milwaukee | WI | 532024901 | N/A | PC | To support general operations | $40,000 | |
| Greater Galilee Community Development Corporation | ||||||||
| 2432 N Teutonia Ave | Milwaukee | WI | 532062534 | N/A | PC | To support general operations | $100,000 | |
| Greater Milwaukee Foundation Inc | ||||||||
| 101 West Pleasant Suite 210 | Milwaukee | WI | 53212 | N/A | PC | To support the Nonprofit Management Fund | $75,000 | |
| Hillel Academy Inc | ||||||||
| 6401 N Santa Monica Blvd | Milwaukee | WI | 532174255 | N/A | PC | To support general operations | $25,000 | |
| Hmong American Peace Academy Foundation Inc | ||||||||
| 4601 N 84th Street | Milwaukee | WI | 53225 | N/A | PC | To support general operations | $100,000 | |
| Hope Street Ministries Inc | ||||||||
| 2522 West Capitol Drive | Milwaukee | WI | 53206 | N/A | PC | To support general operations | $75,000 | |
| Hope Through Restoration | ||||||||
| 4035 N 70th St | Milwaukee | WI | 532161128 | N/A | PC | To support general operations | $25,000 | |
| Hudson Institute Inc | ||||||||
| 1201 Pennsylvania Avenue N W Suite | Washington | DC | 20004 | N/A | PC | To support the Center for American Common Culture | $35,000 | 400 |
| Illinois Policy Institute | ||||||||
| 300 South Riverside Plaza Suite 165 | Chicago | IL | 60606 | N/A | PC | To support general operations | $150,000 | 0 |
| Independence Institute | ||||||||
| 727 East Sixteenth Avenue | Denver | CO | 80203 | N/A | PC | To support general operations | $150,000 | |
| Independent Women's Forum | ||||||||
| 4 Weems Lane 312 | Winchester | VA | 22601 | N/A | PC | To support general operations | $175,000 | |
| Institute for Educational Advancement | ||||||||
| 569 South Marengo Avenue | Pasadena | CA | 91101 | N/A | PC | To support general operations | $275,000 | |
| Institute for Family Studies | ||||||||
| PO Box 1502 | Charlottesville | VA | 22902 | N/A | PC | To support general operations | $150,000 | |
| Institute for Free Speech | ||||||||
| 1150 Connecticut Avenue NW Suite 80 | Washington | DC | 20036 | N/A | PC | To support general operations | $150,000 | 1 |
| Institute for Humane Studies | ||||||||
| PO Box 70872 | Charlotte | NC | 282720872 | N/A | PC | To support general operations | $150,000 | |
| Institute for Justice | ||||||||
| 901 North Glebe Road Suite 900 | Arlington | VA | 22203 | N/A | PC | To support a legal fellowship | $10,000 | |
| Institute for Justice | ||||||||
| 901 North Glebe Road Suite 900 | Arlington | VA | 22203 | N/A | PC | To support general operations | $100,000 | |
| Institute for Reforming Government Inc | ||||||||
| 701 E Washington Avenue Suite 201 | Madison | WI | 537032958 | N/A | PC | To support a 2022 Bradley Freedom Grant | $85,000 | |
| Institute for Reforming Government Inc | ||||||||
| 701 E Washington Avenue Suite 201 | Madison | WI | 537032958 | N/A | PC | To support general operations | $125,000 | |
| Jack Miller Center for Teaching Americas Founding Principles and History | ||||||||
| 3 Bala Plaza West Ste 401 | Bala Cynwyd | PA | 190043408 | N/A | PC | To support the 2024 Bradley Graduate and Post-Graduate Fellowship Program conference | $301,845 | |
| Jack Miller Center for Teaching Americas Founding Principles and History | ||||||||
| 3 Bala Plaza West Ste 401 | Bala Cynwyd | PA | 190043408 | N/A | PC | To support civics education programs in Wisconsin | $50,000 | |
| John Jay Institute for Faith Society and Law Inc | ||||||||
| 705 S Bellevue Ave | Langhorne | PA | 190472910 | N/A | PC | To support Fellows programs | $75,000 | |
| Journey Church of the Assemblies of God Inc | ||||||||
| 10700 75th Street | Kenosha | WI | 53142 | N/A | PC | To support general operations | $2,500 | |
| Kansas Policy Institute | ||||||||
| 250 N Water | Wichita | KS | 672021213 | N/A | PC | To support a 2022 Bradley Freedom Grant | $51,000 | |
| Kansas Policy Institute | ||||||||
| 250 N Water | Wichita | KS | 672021213 | N/A | PC | To support a legal fellowship | $10,000 | |
| Kingdom Prep Lutheran High School | ||||||||
| 2520 North Wauwatosa Avenue | Wauwatosa | WI | 53213 | N/A | PC | To support general operations | $200,000 | |
| Kings College | ||||||||
| 56 Broadway | New York | NY | 10004 | N/A | PC | To support the Center for the Study of Christianity and the Black Experience | $100,000 | |
| La Familia De Arte Inc | ||||||||
| 1236 S Layton Blvd | Milwaukee | WI | 53215 | N/A | PC | To support general operations | $10,000 | |
| Lakeshore Regional Child Advocacy Center | ||||||||
| 134 S Foster Dr | Saukville | WI | 530802005 | N/A | PC | To support general operations | $340,000 | |
| Lassid Ministries Inc | ||||||||
| 2323 N Mayfair Rd Suite 400 | Milwaukee | WI | 53226 | N/A | PC | To support general operations | $50,000 | |
| Leadership Program of the Rockies | ||||||||
| 1777 South Harrison Street Suite 80 | Denver | CO | 80210 | N/A | PC | To support general operations | $600,000 | 7 |
| Liberty Justice Center | ||||||||
| 440 N Wells St Suite 200 | Chicago | IL | 60654 | N/A | PC | To support a legal fellowship | $10,000 | |
| Life Navigators Inc | ||||||||
| 7203 West Center Street | Wauwatosa | WI | 53210 | N/A | PC | To support general operations | $15,000 | |
| Lighthouse Church Inc | ||||||||
| 6402 Schroeder Rd | Madison | WI | 537112424 | N/A | PC | To support general operations | $70,000 | |
| Lighthouse Youth Center Inc | ||||||||
| 5641 North 68th Street | Milwaukee | WI | 53218 | N/A | PC | To support general operations | $150,000 | |
| Lincoln Network Inc | ||||||||
| 2443 Fillmore Street 380-3386 | San Francisco | CA | 94115 | N/A | PC | To support development of a website | $388,000 | |
| Litigators for Liberty Network | ||||||||
| 7000 N 16th St Ste 120 155 | Phoenix | AZ | 850205524 | N/A | PC | To support general operations | $100,000 | |
| Love Your School | ||||||||
| 4940 E Sunnyside Dr | Scottsdale | AZ | 852544671 | N/A | PC | To support general operations | $200,000 | |
| Lucy Burns Institute | ||||||||
| 8383 Greenway Blvd Suite 600 | Middleton | WI | 53562 | N/A | PC | To support general operations | $200,000 | |
| Lutheran Urban Mission Initiative Inc | ||||||||
| 8242 North Granville Road | Milwaukee | WI | 53224 | N/A | PC | To support general operations | $125,000 | |
| MHS Inc -- Messmer Catholic Schools | ||||||||
| 742 West Capitol Drive | Milwaukee | WI | 53206 | N/A | PC | To support general operations | $175,000 | |
| Mackinac Center for Public Policy | ||||||||
| 140 West Main Street PO Box 568 | Midland | MI | 486400568 | N/A | PC | To support workplace freedom efforts | $250,000 | |
| Mackinac Center for Public Policy | ||||||||
| 140 West Main Street PO Box 568 | Midland | MI | 486400568 | N/A | PC | To support general operations | $650,000 | |
| Manhattan Institute for Policy Research Inc | ||||||||
| 52 Vanderbilt Avenue | New York | NY | 10017 | N/A | PC | To support efforts to combat identity politics | $250,000 | |
| Manhattan Institute for Policy Research Inc | ||||||||
| 52 Vanderbilt Avenue | New York | NY | 10017 | N/A | PC | To support free enterprise programs | $250,000 | |
| Marquette University | ||||||||
| PO Box 1881 | Milwaukee | WI | 532011881 | N/A | PC | To support the James Wright Foley Archive Collection within the Raynor Memorial Libraries | $100,000 | |
| Mercatus Center Inc | ||||||||
| 3434 Washington Blvd 4th Floor | Arlington | VA | 22201 | N/A | PC | To support a free enterprise conference | $200,000 | |
| Mercatus Center Inc | ||||||||
| 3434 Washington Blvd 4th Floor | Arlington | VA | 22201 | N/A | PC | To support general operations | $300,000 | |
| Meta House | ||||||||
| 2625 N Weil Street | Milwaukee | WI | 53212 | N/A | PC | To support general operations | $15,000 | |
| Meta House | ||||||||
| 2625 N Weil Street | Milwaukee | WI | 53212 | N/A | PC | To support a capital campaign | $200,000 | |
| Middle Resolution Policy Foundation Inc | ||||||||
| 8101 Vanguard Dr | Mechanicsville | VA | 231114598 | N/A | PC | To support the Virginia Education Opportunity Alliance | $100,000 | |
| Milwaukee Chamber Theatre Ltd | ||||||||
| 158 North Broadway | Milwaukee | WI | 53202 | N/A | PC | To support general operations | $30,000 | |
| Milwaukee Christian Center Inc | ||||||||
| 807 S 14th Street | Milwaukee | WI | 53204 | N/A | PC | To support general operations and the Milwaukee Violence Free Zone Initiative | $125,000 | |
| Milwaukee Community Business Collaborative | ||||||||
| 2153 N MLK Drive PO Box 12360 Ste 1 | Milwaukee | WI | 53212 | N/A | PC | To support general operations | $90,000 | 100 |
| Milwaukee County Historical Society | ||||||||
| 910 N Dr Martin Luther King Jr Dr | Milwaukee | WI | 53203 | N/A | PC | To support general operations | $25,000 | |
| Milwaukee County Historical Society | ||||||||
| 910 N Dr Martin Luther King Jr Dr | Milwaukee | WI | 53203 | N/A | PC | To support general operations and a book project | $80,000 | |
| Milwaukee County War Memorial Inc | ||||||||
| 750 North Lincoln Memorial Drive | Milwaukee | WI | 53202 | N/A | PC | To support general operations | $40,000 | |
| Milwaukee Film Inc | ||||||||
| 1037 W McKinley Ave Suite 200 | Milwaukee | WI | 53205 | N/A | PC | To support general operations | $75,000 | |
| Milwaukee Homeless Veterans Initiative Inc | ||||||||
| PO Box 14575 | West Allis | WI | 53214 | N/A | PC | To support general operations | $20,000 | |
| Milwaukee Institute of Art and Design Inc | ||||||||
| 273 East Erie Street | Milwaukee | WI | 53202 | N/A | PC | To support institutional growth | $150,000 | |
| Milwaukee Public Library Foundation Inc | ||||||||
| 814 West Wisconsin Avenue | Milwaukee | WI | 53233 | N/A | PC | To support general operations | $165,000 | |
| Milwaukee Public Museum Inc | ||||||||
| 800 West Wells Street | Milwaukee | WI | 532331478 | N/A | PC | To support general operations | $100,000 | |
| Milwaukee Repertory Theater Inc | ||||||||
| 108 East Wells Street | Milwaukee | WI | 53202 | N/A | PC | To support a capital campaign | $500,000 | |
| Milwaukee Repertory Theater Inc | ||||||||
| 108 East Wells Street | Milwaukee | WI | 53202 | N/A | PC | To support to support general operations and a Classics Initiative | $200,000 | |
| Milwaukee Rescue Mission | ||||||||
| 830 North 19th Street | Milwaukee | WI | 53233 | N/A | PC | To support general operations | $30,000 | |
| Milwaukee Science Education Consortium Inc | ||||||||
| 2000 West Kilbourn Avenue | Milwaukee | WI | 53233 | N/A | PC | To support school expansion | $300,000 | |
| Milwaukee Science Education Consortium Inc | ||||||||
| 2000 West Kilbourn Avenue | Milwaukee | WI | 53233 | N/A | PC | To support general operations | $100,000 | |
| Milwaukee Symphony Orchestra Inc | ||||||||
| 212 W Wisconsin Avenue | Milwaukee | WI | 53203 | N/A | PC | To support general operations | $300,000 | |
| Milwaukee Youth Symphony Orchestra Inc | ||||||||
| 325 West Walnut Street | Milwaukee | WI | 53212 | N/A | PC | To support general operations | $35,000 | |
| Milwaukee Youth Theatre Inc | ||||||||
| 820 E Knapp St | Milwaukee | WI | 532022718 | N/A | PC | To support general operations | $5,000 | |
| Mississippi Center for Public Policy | ||||||||
| 520 George St | Jackson | MS | 392023013 | N/A | PC | To support general operations | $50,000 | |
| Mount Vernon Ladies Association | ||||||||
| c/o PO Box 110 | Mount Vernon | VA | 22121 | N/A | PC | To support a post-doctoral fellowship | $70,000 | |
| Moving Picture Institute | ||||||||
| 375 Greenwich Street | New York | NY | 10013 | N/A | PC | To support the Rising Filmmaker Program | $100,000 | |
| Napa Institute Legal Foundation | ||||||||
| 2532 Dupont Dirve | Irvine | CA | 92612 | N/A | PC | To support general operations | $50,000 | |
| National Association of Scholars | ||||||||
| 420 Madison Ave 7th Floor | New York | NY | 10017 | N/A | PC | To support general operations | $120,000 | |
| National Bureau of Economic Research Inc | ||||||||
| 1050 Massachusetts Avenue 3rd Floor | Cambridge | MA | 021385398 | N/A | PC | To support the Summer Institute and Economic Policy Research | $124,987 | |
| National Center for Public Policy Research Inc | ||||||||
| 2005 Massachusetts Avenue NW | Washington | DC | 20036 | N/A | PC | To support the Free Enterprise Project | $250,000 | |
| National Center on Sexual Exploitation | ||||||||
| 1201 F Street NW Suite 200 | Washington | DC | 20004 | N/A | PC | To support general operations | $50,000 | |
| National Review Institute | ||||||||
| 19 West 44th Street Suite 1701 | New York | NY | 10036 | N/A | PC | To support the Capital Matters initiative and the Thomas L. Rhodes Journalism Fellowship | $210,000 | |
| National Right to Work Legal Defense & Education Foundation Inc | ||||||||
| 8001 Braddock Road | Springfield | VA | 22160 | N/A | PC | To support general operations | $100,000 | |
| National Taxpayers Union Foundation | ||||||||
| 122 C St NW Suite 700 | Washington | DC | 20001 | N/A | PC | To support general operations | $300,000 | |
| Network of Enlightened Women | ||||||||
| 1360 East Capitol Street NE | Washington | DC | 20003 | N/A | PC | To support general operations | $75,000 | |
| Neu-Life Community Development Inc | ||||||||
| 2014 West North Avenue | Milwaukee | WI | 53205 | N/A | PC | To support general operations | $90,000 | |
| New Creatures in Christ Outreach Ministry | ||||||||
| 2328 West Capitol Drive | Milwaukee | WI | 53206 | N/A | PC | To support general operations | $30,000 | |
| New Threads of Hope | ||||||||
| 3001 N 112th Street | Wauwatosa | WI | 53222 | N/A | PC | To support general operations | $35,000 | |
| New York University | ||||||||
| Office of Sponsored Programs 665 Br | New York | NY | 100122331 | N/A | PC | To support the 2022-2023 Bradley Graduate and Post-Graduate Fellowship Program | $75,000 | oadway Suite 801 |
| Ohio State University Foundation | ||||||||
| 1900 Kenny Road Dulles 106 | Columbus | OH | 432012399 | N/A | PC | To support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $25,000 | |
| Oklahoma Council of Public Affairs Inc | ||||||||
| 1401 North Lincoln Blvd | Oklahoma City | OK | 73104 | N/A | PC | To support general operations | $200,000 | |
| Optimist Theatre | ||||||||
| 2010 North 1st Street | Milwaukee | WI | 53212 | N/A | PC | To support Shakespeare in the Park | $15,000 | |
| Ottawa University | ||||||||
| 1001 S Cedar St | Ottawa | KS | 66067 | N/A | PC | To support the Gwartney Institute | $50,000 | |
| Our Community | ||||||||
| PO Box 100392 | Milwaukee | WI | 532100392 | N/A | PC | To support general operations | $10,000 | |
| Pacific Legal Foundation | ||||||||
| 550 Capitol Mall Suite 1290 | Sacramento | CA | 95814 | N/A | PC | To support general operations | $75,000 | |
| Pacific Research Institute for Public Policy | ||||||||
| PO Box 60485 | Pasadena | CA | 91116 | N/A | PC | To support general operations | $75,000 | |
| Paideia Institute for Humanistic Study | ||||||||
| 75 Varick St 11th Floor | New York | NY | 100131917 | N/A | PC | To support general operations | $100,000 | |
| Paragon Health Institute | ||||||||
| 4201 Wilson Boulevard Suite 0805 | Arlington | VA | 22203 | N/A | PC | To support general operations | $150,000 | |
| Parent Choice Inc | ||||||||
| 10427 W Lincoln Ave Suite 1800 | West Allis | WI | 53227 | N/A | PC | To support general operations | $250,000 | |
| Parent Choice Inc | ||||||||
| 10427 W Lincoln Ave Suite 1800 | West Allis | WI | 53227 | N/A | PC | To support the Concordia Teaching and Learning Academy | $110,000 | |
| Pelican Institute for Public Policy | ||||||||
| 400 Poydras St Ste 900 | New Orleans | LA | 701303738 | N/A | PC | To support a 2022 Bradley Freedom Grant | $85,000 | |
| Pelican Institute for Public Policy | ||||||||
| 400 Poydras St Ste 900 | New Orleans | LA | 701303738 | N/A | PC | To support general operations | $100,000 | |
| People United for Privacy Foundation | ||||||||
| PO Box 6282 | Glendale | AZ | 853126282 | N/A | PC | To support general operations | $100,000 | |
| Philanthropy Roundtable | ||||||||
| 1120 20th Street NW Suite 400N | Washington | DC | 20036 | N/A | PC | To support general operations | $425,000 | |
| Piano Arts of Wisconsin | ||||||||
| 2642 North Summit Avenue | Milwaukee | WI | 532113849 | N/A | PC | To support general operations | $20,000 | |
| Pioneer Institute Inc | ||||||||
| 185 Devonshire St Ste 1101 | Boston | MA | 021101409 | N/A | PC | To support a 2022 Bradley Freedom Grant | $85,000 | |
| Pioneer Institute Inc | ||||||||
| 185 Devonshire St Ste 1101 | Boston | MA | 021101409 | N/A | PC | To support a legal fellowship | $10,000 | |
| Platte Institute for Economic Research | ||||||||
| Overland Wolf Centre 6910 Pacific S | Omaha | NE | 68106 | N/A | PC | To support a 2022 Bradley Freedom Grant | $85,000 | treet Suite 216 |
| Potters House | ||||||||
| 810 Van Raalte Drive SW | Grand Rapids | MI | 49509 | N/A | PC | To support general operations | $50,000 | |
| Prager University Foundation | ||||||||
| 15021 Ventura Blvd 552 | Sherman Oaks | CA | 91403 | N/A | PC | To support general operations | $100,000 | |
| President and Fellows of Harvard College | ||||||||
| 1033 Massachusetts Avenue 5th Floor | Cambridge | MA | 02138 | N/A | PC | To support a conference | $40,000 | |
| Prism Economic Development Corporation | ||||||||
| 3725 N Sherman Blvd | Milwaukee | WI | 532163074 | N/A | PC | To support general operations | $50,000 | |
| Public Interest Legal Foundation Inc | ||||||||
| 107 South West Street Suite 700 | Alexandria | VA | 22314 | N/A | PC | To support general operations | $350,000 | |
| Racine Literacy Council Inc | ||||||||
| 734 Lake Ave | Racine | WI | 534031208 | N/A | PC | To support general operations | $50,000 | |
| Racine Vocational Ministry Inc | ||||||||
| 214 Seventh Street | Racine | WI | 53403 | N/A | PC | To support the Second Chance Prison Reentry Program | $60,000 | |
| Read Wisconsin Inc | ||||||||
| 1872 Mimosa Ln | Neenah | WI | 549569434 | N/A | PC | To support general operations | $100,000 | |
| Real Clear Foundation | ||||||||
| 1747 Pennsylvania Ave NW 1000 | Washington | DC | 200064693 | N/A | PC | To support general operations | $250,000 | |
| Rector & Visitors of the University of Virginia | ||||||||
| Office of Sponsored Programs PO Box | Charlottesville | VA | 229044195 | N/A | PC | To support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $75,000 | 400195 |
| Religious Freedom Institute Inc | ||||||||
| 316 Pennsylvania Avenue SE Suite 50 | Washington | DC | 20003 | N/A | PC | To support general operations | $100,000 | 1 |
| Risen Savior Evangelical Lutheran Church and School | ||||||||
| 9550 West Brown Deer Road | Milwaukee | WI | 53224 | N/A | PC | To support outreach ministries | $60,000 | |
| Risen Savior Evangelical Lutheran Church and School | ||||||||
| 9550 West Brown Deer Road | Milwaukee | WI | 53224 | N/A | PC | To support school expansion | $100,000 | |
| Rochester Institute of Technology | ||||||||
| Office of the President One Lomb Me | Rochester | NY | 14623 | N/A | PC | To support the Center for Statesmanship, Law, and Liberty | $150,000 | morial Drive |
| Roger Scruton Legacy Foundation | ||||||||
| 1133 Camelback St Unit 11449 | Newport Beach | CA | 926581414 | N/A | PC | To support general operations | $50,000 | |
| Ronald McDonald House Charities of Eastern Wisconsin Inc | ||||||||
| 8948 Watertown Plank Road | Wauwatosa | WI | 532264802 | N/A | PC | To support general operations | $3,000 | |
| Running Rebels Community Organization Inc | ||||||||
| 225 W Capitol Drive | Milwaukee | WI | 53212 | N/A | PC | To support general operations | $200,000 | |
| Russell Kirk Center for Cultural Renewal | ||||||||
| PO Box 4 | Mecosta | MI | 49332 | N/A | PC | To support general operations | $60,000 | |
| Sagamore Institute | ||||||||
| PO Box 301076 | Indianapolis | IN | 46230 | N/A | PC | To support the Secretaries' Innovation Group | $325,000 | |
| San Juan Diego Institute Corp | ||||||||
| 410 E Southern Ave | Phoenix | AZ | 850403046 | N/A | PC | To support parent engagement | $400,000 | |
| SecureFutures | ||||||||
| 710 N Plankinton Ave Suite 1400 | Milwaukee | WI | 53203 | N/A | PC | To support the Money Coach program | $15,000 | |
| Serenity Inns Inc | ||||||||
| PO Box 26887 | Milwaukee | WI | 532266887 | N/A | PC | To support general operations | $75,000 | |
| Serenity Inns Inc | ||||||||
| PO Box 26887 | Milwaukee | WI | 532266887 | N/A | PC | To support a capital campaign | $300,000 | |
| Seton Catholic Schools Inc | ||||||||
| 3501 South Lake Drive | Milwaukee | WI | 532070912 | N/A | PC | To support a school leadership training program | $232,360 | |
| Seton Catholic Schools Inc | ||||||||
| 3501 South Lake Drive | Milwaukee | WI | 532070912 | N/A | PC | To support a capital campaign | $225,000 | |
| Seton Catholic Schools Inc | ||||||||
| 3501 South Lake Drive | Milwaukee | WI | 532070912 | N/A | PC | To support general operations | $125,000 | |
| Seton Education Partners | ||||||||
| 1562 First Avenue 205-2219 | New York | NY | 100284004 | N/A | PC | To support the Seton Teaching Fellowship | $500,000 | |
| SMS Research Foundation | ||||||||
| 18620 SW 39th St | Miramar | FL | 33029 | N/A | PC | To support general operations | $10,000 | |
| South Carolina Policy Council Education Foundation | ||||||||
| 1323 Pendleton Street | Columbia | SC | 29201 | N/A | PC | To support a 2022 Bradley Freedom Grant | $80,750 | |
| Sovereign Military Hospitaller Order Of St John Of Jerusalem Of | ||||||||
| 1011 1st Avenue | New York | NY | 10022 | N/A | PC | To support general operations | $2,000 | |
| St Joan Antida High School Inc | ||||||||
| 1341 North Cass Street | Milwaukee | WI | 53202 | N/A | PC | To support general operations | $25,000 | |
| St Mary Oratory Institute of Christ the King | ||||||||
| c/o Saint Stanislaus Church 524 W H | Milwaukee | WI | 53204 | N/A | PC | To support general operations | $500 | istoric Mitchell Street |
| St Marcus Lutheran Church and School | ||||||||
| 2215 North Palmer Street | Milwaukee | WI | 53212 | N/A | PC | To support general operations | $100,000 | |
| St Marcus Lutheran Church and School | ||||||||
| 2215 North Palmer Street | Milwaukee | WI | 53212 | N/A | PC | To support a school leadership training program | $76,200 | |
| St Thomas More High School | ||||||||
| 2601 East Morgan Avenue | Milwaukee | WI | 53207 | N/A | PC | To support general operations | $50,000 | |
| Stanford University Board of Trustees | ||||||||
| Building 200 Room 246 | Stanford | CA | 943052024 | N/A | PC | To support the 2022-2023 Bradley Graduate and Post-Graduate Fellowship Program | $150,000 | |
| Stanford University Board of Trustees | ||||||||
| Building 200 Room 246 | Stanford | CA | 943052024 | N/A | PC | To support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $100,000 | |
| State Financial Officers Foundation Inc | ||||||||
| 13851 W 63rd St Ste 405 | Shawnee | KS | 662163800 | N/A | PC | To support general operations | $500,000 | |
| State Policy Network | ||||||||
| 1655 N Fort Myer Drive Suite 360 | Arlington | VA | 22209 | N/A | PC | To support general operations | $200,000 | |
| Stem Academy Inc | ||||||||
| 17145 W Bluemound Road Suite J241 | Brookfield | WI | 530055947 | N/A | PC | To support general operations | $250,000 | |
| Step Up for Students - Florida Inc | ||||||||
| PO Box 54429 | Jacksonville | FL | 322454367 | N/A | PC | To support general operations | $50,000 | |
| Strong Towns | ||||||||
| 1001 Kingwood Street Studio 116 | Brainerd | MN | 56401 | N/A | PC | To support general operations | $100,000 | |
| Student Free Press Association | ||||||||
| PO Box 76 | Hillsdale | MI | 49242 | N/A | PC | To support campus journalism programs | $50,000 | |
| Summit Educational Association Inc | ||||||||
| 2201 South 7th Street 2nd Floor | Milwaukee | WI | 53215 | N/A | PC | To support general operations | $40,000 | |
| Tax Foundation | ||||||||
| 1325 G Street NW Suite 950 | Washington | DC | 20005 | N/A | PC | To support general operations | $200,000 | |
| Teens Grow Greens Inc | ||||||||
| 322 E Michigan Street Suite 204 | Milwaukee | WI | 53202 | N/A | PC | To support general operations | $40,000 | |
| Teneo Network | ||||||||
| 2606 W 8th Street | Austin | TX | 78703 | N/A | PC | To support general operations | $30,000 | |
| Texas Public Policy Foundation | ||||||||
| 901 Congress Avenue | Austin | TX | 78701 | N/A | PC | To support general operations | $100,000 | |
| Judicial Education Project | ||||||||
| 3220 N Street Suite 268 | Washington | DC | 20007 | N/A | PC | To support the Save our States initiative | $200,000 | |
| The American Spectator Foundation Inc | ||||||||
| 122 S Royal Street | Arlington | VA | 22314 | N/A | PC | To support general operations | $50,000 | |
| The Berkeley Institute | ||||||||
| 2134 Allston Way | Berkeley | CA | 94704 | N/A | PC | To support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $25,000 | |
| The Board of Regents of the University of Wisconsin System | ||||||||
| Research Sponsored Programs 21 N Pa | Madison | WI | 537151218 | N/A | GOV | To support the Center for the Study of Liberal Democracy | $275,000 | rk St Suite 6401 |
| The Board of Regents of the University of Wisconsin System | ||||||||
| Research Sponsored Programs 21 N Pa | Madison | WI | 537151218 | N/A | GOV | To support Center for Research on the Wisconsin Economy | $275,000 | rk St Suite 6401 |
| The Board of Regents of the University of Wisconsin System | ||||||||
| Research Sponsored Programs 21 N Pa | Madison | WI | 537151218 | N/A | GOV | To support the Center for the Study of the American Constitution and the Ratification series | $170,000 | rk St Suite 6401 |
| The Board of Regents of the University of Wisconsin System | ||||||||
| Research Sponsored Programs 21 N Pa | Madison | WI | 537151218 | N/A | GOV | To support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $75,000 | rk St Suite 6401 |
| The Buckeye Institute | ||||||||
| 88 East Broad Street Suite 1300 | Columbus | OH | 43215 | N/A | PC | To support a legal fellowship | $10,000 | |
| The Buckeye Institute | ||||||||
| 88 East Broad Street Suite 1300 | Columbus | OH | 43215 | N/A | PC | To support general operations | $350,000 | |
| The Caroline D Bradley Association of Scholars | ||||||||
| 569 S Marengo Avenue | Pasadena | CA | 91101 | N/A | PC | To support the Caroline D. Bradley Scholarship program | $6,510,000 | |
| The Center for Bioethics and Culture | ||||||||
| 3380 Vincent Road STE HUB | Pleasant Hill | CA | 945234324 | N/A | PC | To support a conference | $40,000 | |
| The Childrens Scholarship Fund | ||||||||
| 8 West 38th Street Suite 804 | New York | NY | 100186229 | N/A | PC | To support general opeations | $10,000 | |
| The Commonwealth Foundation for Public Policy Alternatives | ||||||||
| 225 State Street Suite 302 | Harrisburg | PA | 17101 | N/A | PC | To support general operations | $200,000 | |
| The Fairness Center Inc | ||||||||
| 500 N Third Street Suite 600B | Harrisburg | PA | 17101 | N/A | PC | To support a legal fellowship | $10,000 | |
| The Fairness Center Inc | ||||||||
| 500 N Third Street Suite 600B | Harrisburg | PA | 17101 | N/A | PC | To support general operations | $200,000 | |
| The Federalist Society for Law and Public Policy Studies | ||||||||
| 1776 I Street NW Suite 300 | Washington | DC | 20006 | N/A | PC | To support general operations | $400,000 | |
| The Foundation for Research on Equal Opportunity | ||||||||
| 201 W 5th St Ste 1100 | Austin | TX | 787010060 | N/A | PC | To support general operations | $75,000 | |
| The Fund for American Studies | ||||||||
| 1706 New Hampshire Avenue NW | Washington | DC | 20009 | N/A | PC | To support education programs in journalism and free enterprise | $250,000 | |
| The Fund for American Studies | ||||||||
| 1706 New Hampshire Avenue NW | Washington | DC | 20009 | N/A | PC | To support general operations | $1,000 | |
| The George Washington University | ||||||||
| 1922 F Street NW 4th Floor Office o | Washington | DC | 20052 | N/A | PC | To support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $25,000 | f the Vice Provost for Research |
| The James Madison Institute for Public Policy Studies | ||||||||
| The Columns 100 North Duval Street | Tallahassee | FL | 32301 | N/A | PC | To support general operations | $200,000 | |
| The James Wilson Institute for Natural Rights and the American Fo | ||||||||
| 124 S West Street Suite 200 | Alexandria | VA | 22314 | N/A | PC | To support the James Wilson Fellowship Program | $10,000 | |
| The John Locke Foundation | ||||||||
| 4800 Six Forks Road Suite 220 | Raleigh | NC | 27601 | N/A | PC | To support a 2022 Bradley Freedom Grant | $52,500 | |
| The Maine Heritage Policy Center | ||||||||
| PO Box 7829 | Portland | ME | 041127829 | N/A | PC | To support a 2022 Bradley Freedom Grant | $50,750 | |
| The Milwaukee Ballet Company Inc | ||||||||
| 128 N Jackson Street | Milwaukee | WI | 53202 | N/A | PC | To support general operations | $100,000 | |
| The Philadelphia Society | ||||||||
| 2000 Madison Avenue SE | Grand Rapids | MI | 49507 | N/A | PC | To support general operations | $50,000 | |
| The Policy Circle | ||||||||
| 4347 W Northwest Highway Suite 130 | Dallas | TX | 75220 | N/A | PC | To support general operations | $40,000 | PMB228 |
| The Reason Foundation | ||||||||
| 5737 Mesmer Avenue | Los Angeles | CA | 902306316 | N/A | PC | To support the Pension Integrity Project | $125,000 | |
| The Reason Foundation | ||||||||
| 5737 Mesmer Avenue | Los Angeles | CA | 902306316 | N/A | PC | To support the Classical Liberalism Project | $100,000 | |
| The Steamboat Institute | ||||||||
| PO Box 776049 | Steamboat Springs | CO | 80477 | N/A | PC | To support general operations | $65,000 | |
| The William J Seymour Institute for Black Church and Policy Studies | ||||||||
| Ella J Baker House 411 Washington S | Boston | MA | 02124 | N/A | PC | To support general operations | $50,000 | treet |
| The Womens Center Inc | ||||||||
| 505 North East Avenue | Waukesha | WI | 53186 | N/A | PC | To support general operations | $7,000 | |
| The Yankee Institute for Public Policy Studies Inc | ||||||||
| 216 Main Street | Hartford | CT | 06106 | N/A | PC | To support general operations | $50,000 | |
| TransCenter for Youth Inc | ||||||||
| 1749 N 16th Street | Milwaukee | WI | 53205 | N/A | PC | To support general operations | $50,000 | |
| Trustees of Columbia University in the City of New York | ||||||||
| 535 W 116th St 109 Low Library | New York | NY | 10027 | N/A | PC | To support the Center for Law and Liberty | $50,000 | |
| Trustees of Princeton University | ||||||||
| James Madison Program 83 Prospect A | Princeton | NJ | 08540 | N/A | PC | To support the James Madison Program | $120,000 | ve |
| Trustees of Tufts College | ||||||||
| Packard Hall | Medford | MA | 02155 | N/A | PC | To support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $50,000 | |
| Unity in Motion | ||||||||
| PO Box 511131 | Milwaukee | WI | 53203 | N/A | PC | To support general operations | $25,000 | |
| University of Arizona Foundation | ||||||||
| Marvin D Swede Johnson Building 111 | Tucson | AZ | 857210109 | N/A | PC | To support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $25,000 | 1 North Cherry Avenue |
| University of Arizona Foundation | ||||||||
| Marvin D Swede Johnson Building 111 | Tucson | AZ | 857210109 | N/A | PC | To support a conference | $50,000 | 1 North Cherry Avenue |
| University of Chicago | ||||||||
| 5801 South Ellis Avenue | Chicago | IL | 606375418 | N/A | PC | To support the George J. Stigler Center | $125,000 | |
| University of Chicago | ||||||||
| 5801 South Ellis Avenue | Chicago | IL | 606375418 | N/A | PC | To support the 2022-2023 Bradley Graduate and Post-Graduate Fellowship Program | $75,000 | |
| University of Chicago | ||||||||
| 5801 South Ellis Avenue | Chicago | IL | 606375418 | N/A | PC | To support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $25,000 | |
| University of Chicago | ||||||||
| 5801 South Ellis Avenue | Chicago | IL | 606375418 | N/A | PC | To support the George J. Stigler Center | $150,000 | |
| University of Louisville | ||||||||
| 3901 S Third Street Ekstrom Library | Louisville | KY | 40292 | N/A | GOV | To support the McConnell Center's programs | $75,000 | |
| University of Notre Dame Du Lac | ||||||||
| 400 Main Building | Notre Dame | IN | 46556 | N/A | PC | To support programs in the Mendoza College of Business | $125,000 | |
| University of Notre Dame Du Lac | ||||||||
| 400 Main Building | Notre Dame | IN | 46556 | N/A | PC | To support the 2022-2023 Bradley Graduate and Post-Graduate Fellowship Program | $25,000 | |
| University of Notre Dame Du Lac | ||||||||
| 400 Main Building | Notre Dame | IN | 46556 | N/A | PC | To support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $50,000 | |
| Upper Midwest Law Center | ||||||||
| 8421 Wayzata Blvd Ste 300 | Golden Valley | MN | 554261389 | N/A | PC | To support general operations | $50,000 | |
| UWM Foundation Inc | ||||||||
| 1440 East North Avenue | Milwaukee | WI | 53202 | N/A | PC | To support the Bradley Distinguished Lecture Series | $40,000 | |
| UWM Research Foundation Inc | ||||||||
| 1440 East North Avenue | Milwaukee | WI | 53202 | N/A | PC | To support the Bradley Catalyst Program | $200,000 | |
| Victims of Communism Memorial Foundation | ||||||||
| 900 15th Street NW | Washington | DC | 20005 | N/A | PC | To support general operations | $85,000 | |
| Virginia Institute for Public Policy | ||||||||
| PO Box 76 | Lexington | VA | 24450 | N/A | PC | To support general operations | $100,000 | |
| VMTS Education Inc | ||||||||
| 137 Montague Street 132 | Brooklyn | NY | 11201 | N/A | PC | To support general operations | $250,000 | |
| Walnut Way Conservation Corp | ||||||||
| 2240 North 17th Street | Milwaukee | WI | 53205 | N/A | PC | To support general operations | $80,000 | |
| West Michigan Aviation Academy Foundation | ||||||||
| 5363 44th Street SE | Grand Rapids | MI | 49512 | N/A | PC | To support general operations | $50,000 | |
| Wisconsin Conservatory of Music Inc | ||||||||
| 1584 North Prospect Avenue | Milwaukee | WI | 532026501 | N/A | PC | To support general operations | $75,000 | |
| Wisconsin Historical Foundation | ||||||||
| PO Box 260050 | Madison | WI | 537060050 | N/A | PC | To support Early American History resources, program, and lectures | $40,000 | |
| Wisconsin Inmate Education Association Inc | ||||||||
| PO Box 684 | Brookfield | WI | 53008 | N/A | PC | To support the prison seminary program | $75,000 | |
| Wisconsin Institute for Law and Liberty Inc | ||||||||
| 330 E Kilbourn Ave Ste 725 | Milwaukee | WI | 532023141 | N/A | PC | To support a legal fellowship | $10,000 | |
| Wisconsin Institute for Law and Liberty Inc | ||||||||
| 330 E Kilbourn Ave Ste 725 | Milwaukee | WI | 532023141 | N/A | PC | To support general operations | $750,000 | |
| Wisconsin Lutheran Child & Family Service Inc | ||||||||
| W175 N11120 Stonewood Drive | Germantown | WI | 53022 | N/A | PC | To support the Milwaukee Youth Counseling Initiative | $200,000 | |
| Wisconsin Lutheran High School | ||||||||
| 330 North Glenview Avenue | Milwaukee | WI | 532133379 | N/A | PC | To support general operations | $60,000 | |
| Wisconsin Veterans Network Inc | ||||||||
| 6317 West Greenfield Avenue | West Allis | WI | 53214 | N/A | PC | To support general operations | $100,000 | |
| Wisconsin VFW Foundation Inc | ||||||||
| PO Box 242 | Camp Douglas | WI | 546180242 | N/A | PC | To support the Wauwatosa Veterans Memorial | $20,000 | |
| Witherspoon Institute Inc | ||||||||
| 16 Stockton Street | Princeton | NJ | 08542 | N/A | PC | To support general operations | $10,000 | |
| Witherspoon Institute Inc | ||||||||
| 16 Stockton Street | Princeton | NJ | 08542 | N/A | PC | To support academic programming | $100,000 | |
| Witherspoon Institute Inc | ||||||||
| 16 Stockton Street | Princeton | NJ | 08542 | N/A | PC | To support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $75,000 | |
| Yeshiva Elementary School | ||||||||
| 5115 West Keefe Avenue | Milwaukee | WI | 53216 | N/A | PC | To support general operations | $30,000 | |
| Young America's Foundation | ||||||||
| 11480 Commerce Park Drive Sixth Flo | Reston | VA | 20191 | N/A | PC | To support general operations | $150,000 | or |
| Young Voices | ||||||||
| 1701 Rhode Island Ave NW | Washington | DC | 20036 | N/A | PC | To support general operations | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,127,095 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Atlas Economic Research Foundation | |||||||
| 4075 Wilson Blvd Suite 310 | Arlington | VA | 22203 | N/A | PC | to support U.S. free enterprise organizations and related programs | $50,000 |
| Aurora Health Care Foundation | |||||||
| 950 N 12th Street A511 | Milwaukee | WI | 53233 | N/A | PC | To support the Healing Center | $25,000 |
| Bradley Impact Fund Inc | |||||||
| 1400 North Water Street | Milwaukee | WI | 53202 | N/A | PC | to support 2023 Bradley Impact Fund operations | $3,200,000 |
| Trustees of Columbia University in the City of New York | |||||||
| 535 W 116th St | New York | NY | 10027 | N/A | PC | to support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $25,000 |
| Trustees of Columbia University in the City of New York | |||||||
| 535 W 116th St | New York | NY | 10027 | N/A | PC | to support the Galileo Center at Columbia Law School | $60,000 |
| Encounter for Culture and Education | |||||||
| 900 Broadway Suite 601 | New York | NY | 100031239 | N/A | PC | to support Encounter Books for 2024 | $1,000,000 |
| Foundation For The Constitution | |||||||
| 600 New Jersey Ave NW | Washington | DC | 200012022 | N/A | PC | to support the Center for the Constitution, the Originalism Summer Seminar, the Originalism Beyond Academia project, and related programs and administration | $300,000 |
| Georgetown University | |||||||
| 37th and O Street NW | Washington | DC | 20007 | N/A | PC | to support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $25,000 |
| Goldwater Institute | |||||||
| 500 East Coronado Road | Phoenix | AZ | 85004 | N/A | PC | To support general operations | $225,000 |
| President and Fellows of Harvard University | |||||||
| 1033 Massachusetts Avenue | Cambridge | MA | 02138 | N/A | PC | to support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $75,000 |
| The Board of Trustees of the Leland Stanford Junior University | |||||||
| Stanford University | Stanford | CA | 943056003 | N/A | PC | to support the Economic Policy Working Group | $150,000 |
| The Board of Trustees of the Leland Stanford Junior University | |||||||
| Stanford University | Stanford | CA | 943056003 | N/A | PC | to support the Monetary Policy in Practice Project | $150,000 |
| The Board of Trustees of the Leland Stanford Junior University | |||||||
| Stanford University | Stanford | CA | 943056003 | N/A | PC | to support the Role of Military History in Contemporary Conflict Working Group | $150,000 |
| The Board of Trustees of the Leland Stanford Junior University | |||||||
| Stanford University | Stanford | CA | 943056003 | N/A | PC | To support Uncommon Knowledge | $75,000 |
| Kansas Policy Institute | |||||||
| 250 N Water | Wichita | KS | 672021213 | N/A | PC | To support the Kansas School Board Resource Center | $75,000 |
| Massachusetts Institute of Technology | |||||||
| 77 Massachusetts Avenue | Cambridge | MA | 021394307 | N/A | PC | to support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $50,000 |
| Millennial Debt Foundation | |||||||
| 401 Chestnut Street | Chattanooga | TN | 374024937 | N/A | PC | To support general operations | $100,000 |
| Historic Haymarket Milwaukee | |||||||
| 800 West Wells Street | Milwaukee | WI | 53233 | N/A | PC | To support a capital campaign | $2,000,000 |
| National Microschooling Center | |||||||
| 376 East Warm Springs Road | Las Vegas | NV | 89119 | N/A | PC | To support general operations | $50,000 |
| Neu-Life Community Development Inc | |||||||
| 2014 West North Avenue | Milwaukee | WI | 53205 | N/A | PC | To support general operations | $90,000 |
| New Civil Liberties Alliance | |||||||
| 1225 19th Street NW | Washington | DC | 20036 | N/A | PC | To support general operations | $200,000 |
| Purdue Research Foundation | |||||||
| 1281 Win Hentschel Blvd | West Lafayette | IN | 479064335 | N/A | PC | to support the Mitchell E. Daniels School of Business Cornerstone for Business Program | $200,000 |
| Reformers Academy | |||||||
| 11 Thomas Burgin Pkwy | Quincy | MA | 021694245 | N/A | PC | To support general operations | $25,000 |
| Seton Catholic Schools Inc | |||||||
| 3501 South LakeDrive | Milwaukee | WI | 532070912 | N/A | PC | to support a school leadership training program | $232,360 |
| Skylight Music Theater | |||||||
| 158 North Broadway | Milwaukee | WI | 53202 | N/A | PC | To support general operations | $75,000 |
| St Marcus Lutheran Church and School | |||||||
| 2215 North Palmer Street | Milwaukee | WI | 53212 | N/A | PC | to support the Urban School Leadership Residencies | $180,386 |
| The Ability Center | |||||||
| 10300 W Wisconsin Ave | Wauwatosa | WI | 53226 | N/A | PC | To support general operations | $40,000 |
| The Caroline D Bradley Association of Scholars | |||||||
| 569 S Marengo Avenue | Pasadena | CA | 91101 | N/A | PC | to support the Caroline D. Bradley Scholarship program | $6,620,000 |
| University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 606375418 | N/A | PC | To support the 2022-2023 Bradley Fellows | $25,000 |
| University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 606375418 | N/A | PC | to support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $125,000 |
| Trustees of the University of Pennsylvania | |||||||
| 3733 Spruce Street 344 Vance Hall | Philadelphia | PA | 191046360 | N/A | PC | to support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program | $75,000 |
| The Board of Regents of the University of Wisconsin System | |||||||
| 21 N Park St Suite 6401 | Madison | WI | 537151218 | N/A | GOV | to support the Center for Research on the Wisconsin Economy (CROWE) | $275,000 |
| The Board of Regents of the University of Wisconsin System | |||||||
| 21 N Park St Suite 6401 | Madison | WI | 537151218 | N/A | GOV | To support the Center for the Study of Liberal Democracy | $275,000 |
| Zoological Society of Milwaukee County | |||||||
| 10005 West Bluemound Road | Milwaukee | WI | 53226 | N/A | PC | To support general operations | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $16,297,746 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,780,460 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $226,185 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,671,934 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $95,525 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $213,314 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $321,710 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,665,708 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,987,418 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Quandt Berndt & Company, LLC | $79,986 | $43,430 | |
| Grant Thornton | $86,672 | $20,716 | $40,156 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Depreciation | PropertyDesc |
| Cost Or Other Basis | $1,708,790 | CostOrOtherBasisAmt |
| Computation Method | Straight Line | ComputationMethodTxt |
| Life | 0 | LifeRt |
| Current Year Expense | $205,088 | CurrentYearExpenseAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $128,226,000 | GrossSalesPriceAmt |
| Basis | $107,327,881 | BasisAmt |
| Total Net | $20,898,119 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (300 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AAR CORP | $255,095 | $255,095 |
| ABB LTD | $3,513,907 | $3,513,907 |
| ABBOTT LABORATORIES | ||
| ACCELLERON INDUSTRIES AG | ||
| ACCENTURE PLC | ||
| ADIDAS AG | $1,079,209 | $1,079,209 |
| ADOBE INC | $334,693 | $334,693 |
| ADVANCED ENERGY INDUSTRIES INC | $286,242 | $286,242 |
| AGILENT TECHNOLOGIES INC | $125,544 | $125,544 |
| AGILYSYS INC | $355,226 | $355,226 |
| AIR PRODUCTS AND CHEMICALS INC | $307,204 | $307,204 |
| ALIBABA GROUP HOLDING LTD | $1,659,404 | $1,659,404 |
| ALIMENTATION COUCHE-TARD INC | $2,015,667 | $2,015,667 |
| ALLEGIANT TRAVEL CO | $179,512 | $179,512 |
| ALPHABET INC | $9,635,575 | $9,635,575 |
| ALTERYX INC | $189,112 | $189,112 |
| AMAZON.COM INC | $3,212,012 | $3,212,012 |
| AMEDISYS INC | ||
| AMERICAN EAGLE OUTFITTERS INC | ||
| AMERICAN EXPRESS CO | ||
| AMERICAN TOWER CORP | ||
| AMERIS BANCORP | $279,308 | $279,308 |
| AMETEK INC | $594,758 | $594,758 |
| AMPHENOL CORP | $434,090 | $434,090 |
| ANHUI CONCH CEMENT CO LTD | $305,302 | $305,302 |
| AON PLC | $91,671 | $91,671 |
| APPLE INC | $2,882,174 | $2,882,174 |
| APPLIED MATERIALS INC | $213,122 | $213,122 |
| ARCH CAPITAL GROUP LTD | $5,873,272 | $5,873,272 |
| ARGENX SE | $99,292 | $99,292 |
| ARTHUR J GALLAGHER & CO | $298,191 | $298,191 |
| ASML HOLDING NV | $752,378 | $752,378 |
| ASSOCIATED BRITISH FOODS PLC | $1,464,852 | $1,464,852 |
| ATLANTA BRAVES HOLDINGS INC | $1,020,372 | $1,020,372 |
| AUTODESK INC | ||
| AVERY DENNISON CORP | $4,802,109 | $4,802,109 |
| AXALTA COATING SYSTEMS LTD | $978,336 | $978,336 |
| AXONICS INC | $192,291 | $192,291 |
| AZEK CO INC/THE | $276,433 | $276,433 |
| BADGER METER INC | $168,263 | $168,263 |
| BAILLIE GIFFORD - INTL - LC | ||
| BARRY CALLEBAUT AG | $48,893 | $48,893 |
| BAYER AG | $864,057 | $864,057 |
| BECTON DICKINSON & CO | $209,694 | $209,694 |
| BERKELEY GROUP HOLDINGS PLC | $1,071,783 | $1,071,783 |
| BERKSHIRE HATHAWAY INC | $5,049,592 | $5,049,592 |
| BERRY GLOBAL GROUP INC | $289,710 | $289,710 |
| BIO-TECHNE CORP | $232,946 | $232,946 |
| BJ'S RESTAURANTS INC | ||
| BLACK KNIGHT INC | ||
| BLACKLINE INC | ||
| BLACKROCK INC | $2,345,290 | $2,345,290 |
| BLOCK INC | ||
| BOOKING HOLDINGS INC | $4,919,994 | $4,919,994 |
| BOSTON SCIENTIFIC CORP | $962,190 | $962,190 |
| BRENNTAG SE | $215,482 | $215,482 |
| BWX TECHNOLOGIES INC | $1,057,570 | $1,057,570 |
| CACI INTERNATIONAL INC | $378,268 | $378,268 |
| CADENCE BANK | $411,301 | $411,301 |
| CADENCE DESIGN SYSTEMS INC | $875,125 | $875,125 |
| CAIXABANK SA | ||
| CANADIAN PACIFIC RAILWAY LTD | $28,778 | $28,778 |
| CAPGEMINI SE | $1,536,456 | $1,536,456 |
| CAPRI HOLDINGS LTD | ||
| CARLISLE COS INC | $4,259,358 | $4,259,358 |
| CARMAX INC | $3,326,219 | $3,326,219 |
| CARRIER GLOBAL CORP | $3,819,965 | $3,819,965 |
| CARTER'S INC | $1,531,875 | $1,531,875 |
| CASELLA WASTE SYSTEMS INC | $438,837 | $438,837 |
| CASEY'S GENERAL STORES INC | $264,849 | $264,849 |
| CCC INTELLIGENT SOLUTIONS HOLD | $334,410 | $334,410 |
| CDW CORP/DE | $2,621,909 | $2,621,909 |
| CHARLES SCHWAB CORP/THE | $5,937,096 | $5,937,096 |
| CHIPOTLE MEXICAN GRILL INC | $105,200 | $105,200 |
| CHOICE HOTELS INTERNATIONAL IN | $127,916 | $127,916 |
| CHORD ENERGY CORP | $273,448 | $273,448 |
| CHURCHILL DOWNS INC | $249,621 | $249,621 |
| CIE FINANCIERE RICHEMONT SA | $1,818,663 | $1,818,663 |
| CIENA CORP | $225,500 | $225,500 |
| CIVITAS RESOURCES INC | $285,965 | $285,965 |
| CME GROUP INC | $238,189 | $238,189 |
| CNH INDUSTRIAL NV | $872,743 | $872,743 |
| COCA-COLA CONSOLIDATED INC | $168,969 | $168,969 |
| COLGATE-PALMOLIVE CO | $131,840 | $131,840 |
| COLUMBIA SPORTSWEAR CO | $101,970 | $101,970 |
| COMPASS GROUP PLC | $2,162,642 | $2,162,642 |
| COMPASS MINERALS INTERNATIONAL | $642,495 | $642,495 |
| COSTAR GROUP INC | $574,327 | $574,327 |
| COUSINS PROPERTIES INC | ||
| CRANE CO | $348,040 | $348,040 |
| CRANE NXT CO | $253,981 | $253,981 |
| CRH PLC | ||
| DANAHER CORP | ||
| DANONE SA | $4,186,131 | $4,186,131 |
| DATADOG INC | $99,289 | $99,289 |
| DESCARTES SYSTEMS GROUP INC/TH | $424,923 | $424,923 |
| DEVON ENERGY CORP | $281,585 | $281,585 |
| DOLLAR GENERAL CORP | $3,291,214 | $3,291,214 |
| DOLLAR TREE INC | $3,194,278 | $3,194,278 |
| DSM-FIRMENICH AG | $752,655 | $752,655 |
| DUN & BRADSTREET HOLDINGS INC | $903,240 | $903,240 |
| EAGLE MATERIALS INC | $251,116 | $251,116 |
| EATON CORP PLC | $2,274,786 | $2,274,786 |
| ECOVYST INC | $1,057,114 | $1,057,114 |
| ELANCO ANIMAL HEALTH INC | $1,479,570 | $1,479,570 |
| ELECTRONIC ARTS INC | ||
| ELEMENT SOLUTIONS INC | $373,480 | $373,480 |
| ELI LILLY & CO | $1,216,554 | $1,216,554 |
| EMCOR GROUP INC | $368,385 | $368,385 |
| ENCOMPASS HEALTH CORP | $155,791 | $155,791 |
| ENDAVA PLC | ||
| ENERSYS | $251,996 | $251,996 |
| ENPHASE ENERGY INC | ||
| ENPRO INC | $608,621 | $608,621 |
| ENPRO INDUSTRIES INC | ||
| ENSIGN GROUP INC/THE | $354,247 | $354,247 |
| EOG RESOURCES INC | ||
| EQUIFAX INC | ||
| EQUITY COMMONWEALTH | $185,357 | $185,357 |
| ESTEE LAUDER COS INC/THE | $234,878 | $234,878 |
| FERGUSON PLC | $6,019,343 | $6,019,343 |
| FIRST INDUSTRIAL REALTY TRUST | $347,253 | $347,253 |
| FIVE BELOW INC | $251,316 | $251,316 |
| FIVE9 INC | $237,722 | $237,722 |
| FORWARD AIR CORP | $98,454 | $98,454 |
| FOX FACTORY HOLDING CORP | $239,217 | $239,217 |
| FRESENIUS MEDICAL CARE AG | $2,784,089 | $2,784,089 |
| FRESENIUS MEDICAL CARE AG & CO | ||
| GARMIN LTD | $2,073,479 | $2,073,479 |
| GARTNER INC | $416,826 | $416,826 |
| GENTEX CORP | $287,245 | $287,245 |
| GILDAN ACTIVEWEAR INC | $301,110 | $301,110 |
| GLACIER BANCORP INC | $274,117 | $274,117 |
| GLOBUS MEDICAL INC | $246,147 | $246,147 |
| GRAPHIC PACKAGING HOLDING CO | $1,556,376 | $1,556,376 |
| GRIFFON CORP | $249,895 | $249,895 |
| GROUPE BRUXELLES LAMBERT SA | $1,106,074 | $1,106,074 |
| GRUMA SAB DE CV | $724,177 | $724,177 |
| HAIN CELESTIAL GROUP INC/THE | $46,275 | $46,275 |
| HALOZYME THERAPEUTICS INC | $199,030 | $199,030 |
| HANESBRANDS INC | ||
| HARLEY-DAVIDSON INC | $123,782 | $123,782 |
| HENGAN INTERNATIONAL GROUP CO | $362,694 | $362,694 |
| HESS CORP | $86,064 | $86,064 |
| HILTON WORLDWIDE HOLDINGS INC | $570,124 | $570,124 |
| HOLCIM AG | $2,001,426 | $2,001,426 |
| HORIZON THERAPEUTICS PLC | ||
| HOWMET AEROSPACE INC | $332,567 | $332,567 |
| HSBC BANK 0% NTS | ||
| HSBC BANK PLC | $1,711,413 | $1,711,413 |
| HUB GROUP INC | $401,686 | $401,686 |
| HUNTSMAN CORP | $117,382 | $117,382 |
| ICON PLC | $168,710 | $168,710 |
| IMAX CORP | ||
| INCHCAPE PLC | $44,265 | $44,265 |
| INFINERA CORP | $1,139,316 | $1,139,316 |
| ING GROEP NV | ||
| INGEVITY CORP | $145,296 | $145,296 |
| INGREDION INC | $1,172,124 | $1,172,124 |
| INSTALLED BUILDING PRODUCTS IN | $313,353 | $313,353 |
| INSULET CORP | $210,037 | $210,037 |
| INTEGRA LIFESCIENCES HOLDINGS | $89,931 | $89,931 |
| INTER PARFUMS INC | $225,952 | $225,952 |
| INTUIT INC | $647,531 | $647,531 |
| ISHARES RUSSELL 2000 VALUE E | ||
| ITT INC | $458,427 | $458,427 |
| IVECO GROUP NV | ||
| J & J SNACK FOODS CORP | $173,826 | $173,826 |
| JOHNSON CONTROLS INTERNATIONAL | ||
| JPMORGAN CHASE & CO | ||
| KBR INC | $543,018 | $543,018 |
| KKR & CO INC | $48,136 | $48,136 |
| KLA CORP | $380,170 | $380,170 |
| KONINKLIJKE PHILIPS NV | $5,290,020 | $5,290,020 |
| LAKELAND FINANCIAL CORP | ||
| LAM RESEARCH CORP | $424,527 | $424,527 |
| LAS VEGAS SANDS CORP | $103,489 | $103,489 |
| LIBERTY GLOBAL LTD | $912,942 | $912,942 |
| LIBERTY GLOBAL PLC | ||
| LIBERTY MEDIA CORP-LIBERTY BRA | ||
| LINDE PLC | $873,991 | $873,991 |
| LIONS GATE ENTERTAINMENT CORP | $1,192,230 | $1,192,230 |
| LITTELFUSE INC | $320,537 | $320,537 |
| LIVENT CORP | $746,170 | $746,170 |
| LLOYDS BANKING GROUP PLC | $1,651,295 | $1,651,295 |
| LULULEMON ATHLETICA INC | $223,434 | $223,434 |
| LVMH MOET HENNESSY LOUIS VUITT | $482,981 | $482,981 |
| MADISON SQUARE GARDEN SPORTS C | $1,000,065 | $1,000,065 |
| MARTIN MARIETTA MATERIALS INC | $196,571 | $196,571 |
| MARVELL TECHNOLOGY INC | $112,056 | $112,056 |
| MASCO CORP | $4,578,016 | $4,578,016 |
| MASTERCARD INC | $1,906,926 | $1,906,926 |
| MATADOR RESOURCES CO | $382,554 | $382,554 |
| MATCH GROUP INC | ||
| MATERION CORP | $251,541 | $251,541 |
| MAXIMUS INC | $261,056 | $261,056 |
| MEDPACE HOLDINGS INC | $249,515 | $249,515 |
| META PLATFORMS INC | $2,252,601 | $2,252,601 |
| MICRON TECHNOLOGY INC | $5,111,525 | $5,111,525 |
| MICROSOFT CORP | $7,117,309 | $7,117,309 |
| MODEL N INC | $232,379 | $232,379 |
| MODINE MANUFACTURING CO | $481,063 | $481,063 |
| MOHAWK INDUSTRIES INC | $1,240,448 | $1,240,448 |
| MOODY'S CORP | $48,429 | $48,429 |
| MSCI INC | $752,880 | $752,880 |
| NAVER CORP | $1,129,131 | $1,129,131 |
| NINTENDO CO LTD | $835,182 | $835,182 |
| NOKIA OYJ | $1,259,328 | $1,259,328 |
| NORTHERN TRUST CORP | $3,071,601 | $3,071,601 |
| NOVARTIS AG | $4,280,255 | $4,280,255 |
| NVIDIA CORP | $2,908,427 | $2,908,427 |
| OMNICOM GROUP INC | $3,029,580 | $3,029,580 |
| ONTO INNOVATION INC | $299,225 | $299,225 |
| O'REILLY AUTOMOTIVE INC | $355,330 | $355,330 |
| ORTHOFIX MEDICAL INC | ||
| PACCAR INC | ||
| PDC ENERGY INC | ||
| PEARSON PLC | $856,357 | $856,357 |
| PENN ENTERTAINMENT INC | $697,336 | $697,336 |
| PHREESIA INC | ||
| PROGRESSIVE CORP/THE | $2,908,134 | $2,908,134 |
| PURE STORAGE INC | $190,424 | $190,424 |
| QUIDELORTHO CORP | $611,710 | $611,710 |
| RAMBUS INC | $196,765 | $196,765 |
| RBC BEARINGS INC | $262,669 | $262,669 |
| REGAL REXNORD CORP | $230,467 | $230,467 |
| REGENERON PHARMACEUTICALS INC | $173,023 | $173,023 |
| RELX PLC | $2,827,877 | $2,827,877 |
| ROCKWELL AUTOMATION INC | $261,424 | $261,424 |
| RYANAIR HOLDINGS PLC | $152,935 | $152,935 |
| SAFRAN SA | $2,416,391 | $2,416,391 |
| SAMSUNG ELECTRONICS CO LTD | $5,946,792 | $5,946,792 |
| SANDOZ GROUP AG | $376,297 | $376,297 |
| SAP SE | $2,855,277 | $2,855,277 |
| SCHLUMBERGER LTD | $1,864,593 | $1,864,593 |
| SEACOAST BANKING CORP OF FLORI | $329,254 | $329,254 |
| SENSATA TECHNOLOGIES HOLDING P | $1,982,043 | $1,982,043 |
| SERVICENOW INC | $859,092 | $859,092 |
| SEVEN & I HOLDINGS CO LTD | $877,071 | $877,071 |
| SHERWIN-WILLIAMS CO/THE | $290,067 | $290,067 |
| SHOPIFY INC | ||
| SILGAN HOLDINGS INC | $361,683 | $361,683 |
| SILICON LABORATORIES INC | $243,906 | $243,906 |
| SMITH & NEPHEW PLC | $2,289,419 | $2,289,419 |
| SODEXO SA | $1,976,302 | $1,976,302 |
| SODEXO SA-PF-2026 | $165,398 | $165,398 |
| SONY GROUP CORP | $5,019,422 | $5,019,422 |
| SOUTHSTATE CORP | $380,109 | $380,109 |
| SPOTIFY TECHNOLOGY SA | $317,756 | $317,756 |
| SPX TECHNOLOGIES INC | $417,777 | $417,777 |
| STAG INDUSTRIAL INC | $282,279 | $282,279 |
| STANDEX INTERNATIONAL CORP | $244,064 | $244,064 |
| STERIS PLC | $186,213 | $186,213 |
| STEVEN MADDEN LTD | $288,834 | $288,834 |
| SUNCOR ENERGY INC | $1,481,629 | $1,481,629 |
| SYNOPSYS INC | $746,105 | $746,105 |
| SYSCO CORP | $3,283,025 | $3,283,025 |
| TAIWAN SEMICONDUCTOR MANUFACTU | $174,720 | $174,720 |
| TAKE-TWO INTERACTIVE SOFTWARE | $245,449 | $245,449 |
| TELEFONICA BRASIL SA | $440,751 | $440,751 |
| TENABLE HOLDINGS INC | $118,420 | $118,420 |
| TETRA TECH INC | ||
| TEXAS ROADHOUSE INC | $367,668 | $367,668 |
| THERMO FISHER SCIENTIFIC INC | $545,121 | $545,121 |
| TIMKEN CO/THE | $193,803 | $193,803 |
| TJX COS INC/THE | $1,362,778 | $1,362,778 |
| TOPGOLF CALLAWAY BRANDS CORP | $1,114,218 | $1,114,218 |
| TRANSUNION | $130,686 | $130,686 |
| TREEHOUSE FOODS INC | $584,445 | $584,445 |
| TRIP.COM GROUP LTD | $741,731 | $741,731 |
| UBER TECHNOLOGIES INC | $424,033 | $424,033 |
| UBS GROUP AG | $4,420,704 | $4,420,704 |
| UFP INDUSTRIES INC | $401,886 | $401,886 |
| UIPATH INC | $1,536,056 | $1,536,056 |
| ULTRA CLEAN HOLDINGS INC | $1,406,568 | $1,406,568 |
| UNDER ARMOUR INC | ||
| UNILEVER PLC | $5,212,811 | $5,212,811 |
| UNITED BANKSHARES INC/WV | $241,972 | $241,972 |
| UNITED COMMUNITY BANKS INC/GA | $232,646 | $232,646 |
| UNITEDHEALTH GROUP INC | $4,940,921 | $4,940,921 |
| UNIVAR SOLUTIONS INC | ||
| UNIVERSAL DISPLAY CORP | $474,325 | $474,325 |
| UNIVERSAL ELECTRONICS INC | $45,081 | $45,081 |
| UNIVERSAL MUSIC GROUP NV | $912,752 | $912,752 |
| URBAN OUTFITTERS INC | $585,316 | $585,316 |
| VAIL RESORTS INC | $203,010 | $203,010 |
| VAREX IMAGING CORP | $867,355 | $867,355 |
| VEEVA SYSTEMS INC | $134,186 | $134,186 |
| VERACYTE INC | $175,761 | $175,761 |
| VERADIGM INC | ||
| VERICEL CORP | $159,960 | $159,960 |
| VERISK ANALYTICS INC | $810,691 | $810,691 |
| VERTEX PHARMACEUTICALS INC | $923,640 | $923,640 |
| VICOR CORP | $117,383 | $117,383 |
| VISA INC | $1,619,898 | $1,619,898 |
| VULCAN MATERIALS CO | $905,089 | $905,089 |
| WILLIS TOWERS WATSON PLC | $2,437,085 | $2,437,085 |
| WNS HOLDINGS LTD | $333,570 | $333,570 |
| ZOETIS INC | $348,753 | $348,753 |
| ZURN ELKAY WATER SOLUTIONS COR |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (129 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Commingled LP #1 | FMV | $48,276,021 | $48,276,021 |
| Commingled LP #10 | FMV | $15,654,005 | $15,654,005 |
| Commingled LP #2 | FMV | $22,668,241 | $22,668,241 |
| Commingled LP #3 | FMV | $20,701,508 | $20,701,508 |
| Commingled LP #4 | FMV | $20,355,214 | $20,355,214 |
| Commingled LP #5 | FMV | $37,287,878 | $37,287,878 |
| Commingled LP #6 | FMV | $42,467,858 | $42,467,858 |
| Commingled LP #7 | FMV | $24,089,569 | $24,089,569 |
| Commingled LP #8 | FMV | $22,774,344 | $22,774,344 |
| Commingled LP #9 | FMV | $35,029,634 | $35,029,634 |
| FIDELITY BALANCED | FMV | $172,928 | $172,928 |
| Fixed Income Fund #1 | FMV | $39,869,312 | $39,869,312 |
| Fixed Income Fund #2 | FMV | $30,667,177 | $30,667,177 |
| Hedge Fund #10 | FMV | $9,298 | $9,298 |
| Hedge Fund #26 | FMV | $15,333 | $15,333 |
| Hedge Fund #36 | FMV | ||
| Hedge Fund #38 | FMV | $15,639,639 | $15,639,639 |
| Hedge Fund #39 | FMV | $12,450,696 | $12,450,696 |
| Hedge Fund #40 | FMV | $11,556,018 | $11,556,018 |
| Hedge Fund #41 | FMV | $17,893,350 | $17,893,350 |
| Hedge Fund #42 | FMV | ||
| Hedge Fund #43 | FMV | $15,836,010 | $15,836,010 |
| Hedge Fund #44 | FMV | $10,598,185 | $10,598,185 |
| Limited Partnership #1 | FMV | $536,516 | $536,516 |
| Limited Partnership #100 | FMV | $228,532 | $228,532 |
| Limited Partnership #101 | FMV | $1,667,238 | $1,667,238 |
| Limited Partnership #102 | FMV | $2,568,947 | $2,568,947 |
| Limited Partnership #103 | FMV | $7,002,518 | $7,002,518 |
| Limited Partnership #104 | FMV | $2,757,350 | $2,757,350 |
| Limited Partnership #105 | FMV | $1,828,449 | $1,828,449 |
| Limited Partnership #106 | FMV | $1,874,558 | $1,874,558 |
| Limited Partnership #107 | FMV | $1,693,494 | $1,693,494 |
| Limited Partnership #108 | FMV | $4,165,490 | $4,165,490 |
| Limited Partnership #110 | FMV | $3,373,889 | $3,373,889 |
| Limited Partnership #111 | FMV | $405,541 | $405,541 |
| Limited Partnership #112 | FMV | $2,178,457 | $2,178,457 |
| Limited Partnership #113 | FMV | $153,536 | $153,536 |
| Limited Partnership #114 | FMV | $2,429,941 | $2,429,941 |
| Limited Partnership #115 | FMV | $3,759,675 | $3,759,675 |
| Limited Partnership #116 | FMV | $2,655,814 | $2,655,814 |
| Limited Partnership #117 | FMV | $1,968,266 | $1,968,266 |
| Limited Partnership #118 | FMV | $2,856,450 | $2,856,450 |
| Limited Partnership #119 | FMV | $3,206,317 | $3,206,317 |
| Limited Partnership #12 | FMV | $157,331 | $157,331 |
| Limited Partnership #120 | FMV | $918,725 | $918,725 |
| Limited Partnership #121 | FMV | $489,799 | $489,799 |
| Limited Partnership #122 | FMV | $927,650 | $927,650 |
| Limited Partnership #123 | FMV | $526,622 | $526,622 |
| Limited Partnership #124 | FMV | $141,465 | $141,465 |
| Limited Partnership #125 | FMV | $143,650 | $143,650 |
| Limited Partnership #126 | FMV | $208,508 | $208,508 |
| Limited Partnership #127 | FMV | $271,985 | $271,985 |
| Limited Partnership #128 | FMV | $0 | $0 |
| Limited Partnership #14 | FMV | $499,091 | $499,091 |
| Limited Partnership #15 | FMV | $17,034 | $17,034 |
| Limited Partnership #16 | FMV | $22,833 | $22,833 |
| Limited Partnership #17 | FMV | $0 | $0 |
| Limited Partnership #18 | FMV | $1,106 | $1,106 |
| Limited Partnership #19 | FMV | $690,154 | $690,154 |
| Limited Partnership #2 | FMV | $1,340,624 | $1,340,624 |
| Limited Partnership #20 | FMV | $231,227 | $231,227 |
| Limited Partnership #21 | FMV | $10,794,517 | $10,794,517 |
| Limited Partnership #22 | FMV | $804,083 | $804,083 |
| Limited Partnership #23 | FMV | $13,296 | $13,296 |
| Limited Partnership #24 | FMV | $14,851 | $14,851 |
| Limited Partnership #25 | FMV | $0 | $0 |
| Limited Partnership #26 | FMV | $1,011,855 | $1,011,855 |
| Limited Partnership #27 | FMV | $15,836 | $15,836 |
| Limited Partnership #28 | FMV | $15,547 | $15,547 |
| Limited Partnership #29 | FMV | $28,577 | $28,577 |
| Limited Partnership #3 | FMV | $2,006,336 | $2,006,336 |
| Limited Partnership #32 | FMV | $301,030 | $301,030 |
| Limited Partnership #33 | FMV | $6,066,254 | $6,066,254 |
| Limited Partnership #34 | FMV | $8,997,139 | $8,997,139 |
| Limited Partnership #35 | FMV | $392,883 | $392,883 |
| Limited Partnership #36 | FMV | $270,535 | $270,535 |
| Limited Partnership #37 | FMV | $685,107 | $685,107 |
| Limited Partnership #38 | FMV | $881,506 | $881,506 |
| Limited Partnership #39 | FMV | $705,321 | $705,321 |
| Limited Partnership #4 | FMV | $2,072,053 | $2,072,053 |
| Limited Partnership #40 | FMV | $1,033,595 | $1,033,595 |
| Limited Partnership #42 | FMV | $1,112 | $1,112 |
| Limited Partnership #43 | FMV | $2,438,791 | $2,438,791 |
| Limited Partnership #44 | FMV | $4,446,199 | $4,446,199 |
| Limited Partnership #46 | FMV | $164,861 | $164,861 |
| Limited Partnership #47 | FMV | $876,619 | $876,619 |
| Limited Partnership #48 | FMV | $6,697 | $6,697 |
| Limited Partnership #49 | FMV | $0 | $0 |
| Limited Partnership #5 | FMV | $3,735,642 | $3,735,642 |
| Limited Partnership #50 | FMV | $244,954 | $244,954 |
| Limited Partnership #6 | FMV | $821,359 | $821,359 |
| Limited Partnership #64 | FMV | $1,339,051 | $1,339,051 |
| Limited Partnership #65 | FMV | $1,456,360 | $1,456,360 |
| Limited Partnership #66 | FMV | $282,641 | $282,641 |
| Limited Partnership #67 | FMV | $1,353,038 | $1,353,038 |
| Limited Partnership #69 | FMV | $7,888,820 | $7,888,820 |
| Limited Partnership #7 | FMV | $0 | $0 |
| Limited Partnership #70 | FMV | $6,428,348 | $6,428,348 |
| Limited Partnership #71 | FMV | $1,395,878 | $1,395,878 |
| Limited Partnership #72 | FMV | $1,848,217 | $1,848,217 |
| Limited Partnership #73 | FMV | $2,331,633 | $2,331,633 |
| Limited Partnership #74 | FMV | $4,322,878 | $4,322,878 |
| Limited Partnership #75 | FMV | $2,766,451 | $2,766,451 |
| Limited Partnership #76 | FMV | $1,285,747 | $1,285,747 |
| Limited Partnership #77 | FMV | $8,167,180 | $8,167,180 |
| Limited Partnership #78 | FMV | $2,453,707 | $2,453,707 |
| Limited Partnership #79 | FMV | $3,048,450 | $3,048,450 |
| Limited Partnership #8 | FMV | $1,797,975 | $1,797,975 |
| Limited Partnership #80 | FMV | $2,124,445 | $2,124,445 |
| Limited Partnership #81 | FMV | $3,749,539 | $3,749,539 |
| Limited Partnership #82 | FMV | $2,796,183 | $2,796,183 |
| Limited Partnership #83 | FMV | $2,403,005 | $2,403,005 |
| Limited Partnership #84 | FMV | $1,307,622 | $1,307,622 |
| Limited Partnership #85 | FMV | $469,246 | $469,246 |
| Limited Partnership #86 | FMV | $425,470 | $425,470 |
| Limited Partnership #87 | FMV | $5,765,553 | $5,765,553 |
| Limited Partnership #88 | FMV | $7,961,137 | $7,961,137 |
| Limited Partnership #89 | FMV | $1,119,928 | $1,119,928 |
| Limited Partnership #9 | FMV | $181,840 | $181,840 |
| Limited Partnership #90 | FMV | $3,791,373 | $3,791,373 |
| Limited Partnership #91 | FMV | $725,213 | $725,213 |
| Limited Partnership #92 | FMV | $652,571 | $652,571 |
| Limited Partnership #93 | FMV | $9,757,797 | $9,757,797 |
| Limited Partnership #94 | FMV | $4,169,374 | $4,169,374 |
| Limited Partnership #95 | FMV | $772,820 | $772,820 |
| Limited Partnership #96 | FMV | $3,948,647 | $3,948,647 |
| Limited Partnership #97 | FMV | $2,875,383 | $2,875,383 |
| Limited Partnership #98 | FMV | $2,475,193 | $2,475,193 |
| Limited Partnership #99 | FMV | $11,748,639 | $11,748,639 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $70,631 | $44,060 | $26,571 | $26,571 |
| Technology | $213,229 | $126,432 | $86,797 | $86,797 |
| Leasehold Improvements | $1,977,063 | $592,191 | $1,384,872 | $1,384,872 |
| Assets in Progress | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Foley & Lardner, LLP | $32,140 | $43,477 | |
| Legal fees from pass through investments | $1,172 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTANGIBLES | $30,991 | $30,991 | $30,991 |
| Right of Use Assets | $3,421,569 | $3,148,774 | $3,148,774 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office Supplies | $28,489 | $1,343 | $25,518 |
| Computer and Office Equipment | $61,302 | $54,828 | |
| IT Software and Services | $112,070 | $10,015 | $82,856 |
| Dues and Fees | $26,919 | $7,695 | |
| Miscellaneous Expenses | $35,203 | $35,223 | |
| Reception and Awards Event | $955,512 | $1,455,512 | |
| Other expenses from pass through | $3,924,869 | ||
| Insurance | $19,732 | $2,960 | $16,772 |
| Deductions reported on form 1099 | $1,818 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other INCOME | $308,839 | $72,561 |
| Other Income from pass through | $1,617,815 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains | Desc |
| Amt | $67,009,898 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Pending Purchases | $35,057,260 | $318,061 |
| Long Term Lease Liability | $4,070,923 | $3,721,563 |
| Deferred Tax Liability | $2,465,000 | $3,222,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGER FEES | $2,466,879 | $2,374,224 | $0 |
| CUSTODIAN FEES | $385,505 | $298,344 | |
| CONSULTING FEES - INVESTMENTS | $565,439 | $565,439 | |
| INVESTMENT MANAGEMENT FEES | $2,391,617 | $2,391,617 | |
| CONSULTING - EXTERNAL RELATIONS | $223,855 | $215,855 | |
| PAYROLL SERVICE | $8,799 | $8,799 | |
| Grants Management Software Consulting | $64,515 | $60,907 | |
| IT Services | $154,026 | $109,384 | |
| General Consulting | $85,904 | $77,347 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE AND INCOME TAXES | $1,230,169 | |
| Tax from pass through | $138,920 |