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BRADLEY IMPACT FUND INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BRADLEY IMPACT FUND INC (EIN 45-4678325)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-04-18
IRS object ID
201711099349300536
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-04-18T00:00:00-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390974031PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEGNER CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12110 LUANN LNAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537133074ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454678325EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRADLEY IMPACT FUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRADBusinessNameControlTxt
Phone8552993863PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11249 N FRANKLIN PLAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532022901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE MOSHERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8552993863PhoneNum
Signature2017-04-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNY TARKOWSKI CPAPreparerPersonNm
PTINP00634290PTIN
Phone6082744020PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address97.91.110.18IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-04-18IPDt
IP Tm15:35:29IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF5220C048E8F4764883E15D3AD23391DA5D6985EAtSubmissionCreationDeviceId
At Submission Filing Device Id6C9B1A35775087DBDB8A6D25ECA509C7F6C27838AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGEORGE MOSHERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11249 N FRANKLIN PLAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532022901ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,757,196GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BRADLEYIMPACTFUND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2012FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTHE BRADLEY IMPACT FUND PROVIDES FUNDING TO ORGANIZATIONS THAT RESEARCH PUBLIC POLICY AND EDUCATE THE PUBLIC ON POLICY ISSUES. THE ORGANIZATION'S BOARD OF DIRECTORS SELECT ORGANIZATIONS FOR GRANTS AND ASSISTANCE BASED UPON A RIGOROUS EXAMINATION PROCESS THAT INCLUDES AN ANALYSIS OF THE ORGANIZATION'S EFFECTIVENESS IN ITS FIELD OF INTEREST; THE ORGANIZATION'S CREATIVITY AND PAST RESULTS; THE POTENTIAL OF FOCUSED, SPECIAL PROJECTS; THE ORGANIZATION'S ACCOUNTABILITY AND TRANSPARENCY WITH FUNDS; APPROPRIATENESS OF THE ACTIVITIES UNDER SECTION 501(C)(3); AND RELEVANT FACTORS PERTAINING TO EACH ORGANIZATION.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers6TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,058,519PYContributionsGrantsAmt
CY Contributions Grants$2,360,585CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$77,533PYInvestmentIncomeAmt
CY Investment Income$150,584CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,136,052PYTotalRevenueAmt
CY Total Revenue$2,511,169CYTotalRevenueAmt
PY Grants And Similar Paid$2,642,988PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,780,123CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$9,000PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,000CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$93,185CYTotalFundraisingExpenseAmt
PY Other Expenses$237,727PYOtherExpensesAmt
CY Other Expenses$359,277CYOtherExpensesAmt
PY Total Expenses$2,889,715PYTotalExpensesAmt
CY Total Expenses$3,146,400CYTotalExpensesAmt
PY Revenues Less Expenses$1,246,337PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$635,231CYRevenuesLessExpensesAmt
Total Assets BOY$4,087,409TotalAssetsBOYAmt
Total Assets EOY$3,419,757TotalAssetsEOYAmt
Total Liabilities BOY$37,520TotalLiabilitiesBOYAmt
Total Liabilities EOY$26,599TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,049,889NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,393,158NetAssetsOrFundBalancesEOYAmt
MissionSEE SCHEDULE O.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,782,123ExpenseAmt
Grant$2,780,123GrantAmt
DescTHE BRADLEY IMPACT FUND PROVIDES FUNDING TO ORGANIZATIONS THAT RESEARCH PUBLIC POLICY AND EDUCATE THE PUBLIC ON POLICY ISSUES VIA GRANTS. IN 2016, THE ORGANIZATION AWARDED OVER 100 GRANTS TO QUALIFIED ORGANIZATIONS.Desc
Total Program Service Expenses$2,782,123TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document8IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8552993863PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11249 N FRANKLIN PLAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532022901ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DAVID UIHLEIN
DIRECTOR AND CHAIRMAN0.50Yes (X)Yes (X)$0$0$0
GEORGE MOSHER
DIRECTOR AND TREASURER0.50Yes (X)Yes (X)$4,000$0$0
STEPHEN EINHORN
DIRECTOR0.50Yes (X)$3,000$0$0
DENNIS KUESTER
DIRECTOR0.50Yes (X)$0$0$0
DIANE HENDRICKS
DIRECTOR0.50Yes (X)$0$0$0
MICHAEL KEISER
DIRECTOR0.50Yes (X)$0$0$0
JESSICA DEAN
PRESIDENT0.50Yes (X)$0$0$0
MICHAEL GREBE
VICE PRESIDENT0.50Yes (X)$0$0$0
JASON KOHOUT
SECRETARY0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,360,585AllOtherContributionsAmt
Noncash Contributions$197,820NoncashContributionsAmt
Total Contributions$2,360,585TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$73,540TotalRevenueColumnAmt
Exclusion$73,540ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,323,071SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,246,027SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$77,044SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$77,044TotalRevenueColumnAmt
Exclusion$77,044ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,511,169TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$150,584ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,780,123TotalAmt
Program Services$2,780,123ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$7,000TotalAmt
Management And General$7,000ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$49,237TotalAmt
Management And General$49,237ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,719TotalAmt
Management And General$35,719ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$25,068TotalAmt
Management And General$25,068ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,000TotalAmt
Management And General$11,000ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$75,614TotalAmt
Program Services$2,000ProgramServicesAmt
Fundraising$73,614FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,720TotalAmt
Management And General$6,720ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$49,356TotalAmt
Management And General$29,785ManagementAndGeneralAmt
Fundraising$19,571FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$99,766TotalAmt
Management And General$99,766ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,677TotalAmt
Management And General$1,677ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,120TotalAmt
Management And General$5,120ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,146,400TotalAmt
Program Services$2,782,123ProgramServicesAmt
Management And General$271,092ManagementAndGeneralAmt
Fundraising$93,185FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$20,021BOYAmt
EOY$72,313EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$390,313BOYAmt
EOY$201,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$547BOYAmt
EOY$3,058EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,404,039BOYAmt
EOY$2,921,667EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$272,489BOYAmt
EOY$221,719EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,087,409BOYAmt
EOY$3,419,757EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$37,520BOYAmt
EOY$26,599EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,520BOYAmt
EOY$26,599EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$255,537BOYAmt
EOY$245,491EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,794,352BOYAmt
EOY$3,147,667EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,049,889BOYAmt
EOY$3,393,158EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,087,409BOYAmt
EOY$3,419,757EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$635,231ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$21,500NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$155,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,798,082CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,681,724CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,058,519CurrentTaxYearMinus1YearAmt
Current Tax Year$2,360,585CurrentTaxYearAmt
Total$14,053,910TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$155,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,798,082CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,681,724CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,058,519CurrentTaxYearMinus1YearAmt
Current Tax Year$2,360,585CurrentTaxYearAmt
Total$14,053,910TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,239,999SubstantialContributorsTotAmt
Public Support Total170$9,813,911PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$5,719CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,366CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$77,286CurrentTaxYearMinus1YearAmt
Current Tax Year$73,540CurrentTaxYearAmt
Total$177,911TotalAmt
FieldValueIRS element (for citing)
Total Support$14,231,821TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held47DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$2,038,085DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$2,780,123DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$2,921,667DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$2,464,601TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$21,500NetUnrealizedGainsInvstAmt
Other Revenue-$25,068OtherRevenueAmt
Revenue Not Reported-$46,568RevenueNotReportedAmt
Revenue Subtotal$2,511,169RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,511,169TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,121,332TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,121,332ExpensesSubtotalAmt
Investment Expenses Not Incld2$25,068InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$25,068ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,146,400TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART XI, LINE 2D - OTHER ADJUSTMENTS:FormAndLineReferenceDesc
ExplanationINVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -25,068.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (70 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ACTS COMMUNITY DEVELOPMENT CORPORATION
1445 N 24TH STMILWAUKEEWI532051803391837474501(C)(3)$212,262GENERAL SUPPORT
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1150 17TH ST NWWASHINGTONDC200364603530218495501(C)(3)$162,000GENERAL SUPPORT
AMERICAN FOREIGN POLICY COUNCIL
509 C ST NEWASHINGTONDC200025809521274529501(C)(3)$12,000GENERAL SUPPORT
AMERICAN MAJORITY
121 E MAIN STPURCELLVILLEVA201323175261501154501(C)(3)$41,000GENERAL SUPPORT
AMERICANS FOR PROSPERITY FOUNDATION
2111 WILSON BLVD STE 350ARLINGTONVA222013097521527294501(C)(3)$128,000GENERAL SUPPORT
AMERICARES FOUNDATION INC
88 HAMILTON AVESTAMFORDCT069023111061008595501(C)(3)$50,000GENERAL SUPPORT
ANDEAN HEALTH AND DEVELOPMENT INC
1100 DELAPLAINE CTMADISONWI537151840391809174501(C)(3)$25,000GENERAL SUPPORT
CAPITAL RESEARCH CENTER
1513 16TH ST NWWASHINGTONDC200361401521289734501(C)(3)$10,000GENERAL SUPPORT
CARDINAL NEWMAN SOCIETY FOR THE PRESERVATION OF CATHOLIC HIGHER EDUCATION
9720 CAPITAL CT STE 201MANASSASVA201102050541691371501(C)(3)$10,000GENERAL SUPPORT
CARE INC
1825 I ST NW STE 301WASHINGTONDC200065462131686039501(C)(3)$25,000GENERAL SUPPORT
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC200015401237432162501(C)(3)$100,000GENERAL SUPPORT
CLARE BOOTHE LUCE POLICY INSTITUTE
112 ELDEN ST STE PHERNDONVA201704832541672138501(C)(3)$110,000GENERAL SUPPORT
COMPETITIVE ENTERPRISE INSTITUTE
1899 L ST NW FL 12WASHINGTONDC200363860521351785501(C)(3)$50,000GENERAL SUPPORT
CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC
12800 N LAKE SHORE DRMEQUONWI530972418396077337501(C)(3)$6,750GENERAL SUPPORT
COVENANT CHURCH OF NAPLESPCA
6926 TRAIL BLVDNAPLESFL341082673591098689501(C)(3)$10,000GENERAL SUPPORT
DAVID HOROWITZ FREEDOM CENTER
14149 MAGNOLIA BLVD STE 100SHERMAN OAKSCA914236414954194642501(C)(3)$10,000GENERAL SUPPORT
DOCTORS WITHOUT BORDERS USA INC
333 7TH AVE FL 2NEW YORKNY100015029133433452501(C)(3)$25,000GENERAL SUPPORT
DONORS TRUST
109 N HENRY STALEXANDRIAVA223142903522166327501(C)(3)$20,000GENERAL SUPPORT
ECONOMICS WISCONSIN
7635 W BLUEMOUND RD STE 106MILWAUKEEWI532133500396076951501(C)(3)$55,000GENERAL SUPPORT
ENCOUNTER FOR CULTURE AND EDUCATION INC
900 BROADWAY STE 601NEW YORKNY100031237391688129501(C)(3)$10,048GENERAL SUPPORT
EXPLOIT NO MORE INC
1377 S 72ND STMILWAUKEEWI532143123461984217501(C)(3)$10,000GENERAL SUPPORT
FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION
170 S INDEPENDENCE MALL W STE 510PHILADELPHIAPA191063332043467254501(C)(3)$35,000GENERAL SUPPORT
FREE TO CHOOSE NETWORK
2002 FILMORE AVE STE 1ERIEPA165066913521455677501(C)(3)$10,000GENERAL SUPPORT
GENERATION OPPORTUNITY INSTITUTE
1320 N COURTHOUSE RD STE 220ARLINGTONVA222012598462346050501(C)(3)$50,000GENERAL SUPPORT
GREENHOUSE SOLUTIONS
1550 OLD ANNETTA RDALEDOTX760083855261543859501(C)(3)$16,000GENERAL SUPPORT
HEARTLAND INSTITUTE
3939 N WILKE RDARLINGTON HEIGHTSIL600041275541257935501(C)(3)$50,000GENERAL SUPPORT
HISPANICS FOR SCHOOL CHOICE INC
1717 E LILAC LNOAK CREEKWI531545942452263797501(C)(3)$31,000GENERAL SUPPORT
HUDSON INSTITUTE
1201 PENNSYLVANIA AVE NW STE 400WASHINGTONDC200042453131945157501(C)(3)$7,000GENERAL SUPPORT
INDEPENDENT WOMEN'S FORUM
1875 I ST NW STE 500WASHINGTONDC200065425541670627501(C)(3)$40,000GENERAL SUPPORT
INSTITUTE FOR JUSTICE
901 N GLEBE RD STE 900ARLINGTONVA222031854521744337501(C)(3)$11,000GENERAL SUPPORT
INTERCOLLEGIATE STUDIES INSTITUTE INC
3901 CENTERVILLE RDWILMINGTONDE198071938236050131501(C)(3)$35,000GENERAL SUPPORT
INTERNATIONAL JUSTICE MISSION
1235 S CLARK ST STE 1400ARLINGTONVA222024370541722887501(C)(3)$10,000GENERAL SUPPORT
KING'S COLLEGE
56 BROADWAYNEW YORKNY100041613131810448501(C)(3)$29,450GENERAL SUPPORT
LEADERSHIP INSTITUTE
1101 N HIGHLAND STARLINGTONVA222012807510235174501(C)(3)$25,000GENERAL SUPPORT
LUTHERAN HIGH SCHOOL ASSOCIATION INC
5201 S 76TH STGREENDALEWI531291117461316300501(C)(3)$10,000GENERAL SUPPORT
LYRIC OPERA OF CHICAGO
20 N WACKER DR STE 860CHICAGOIL606062899366008929501(C)(3)$65,000GENERAL SUPPORT
MADISON SYMPHONY ORCHESTRA INC
222 W WASHINGTON AVE STE 460MADISONWI537032744391769944501(C)(3)$56,000GENERAL SUPPORT
MANHATTAN INSTITUTE FOR POLICY RESEARCH
52 VANDERBILT AVENEW YORKNY100173808132912529501(C)(3)$36,000GENERAL SUPPORT
MEDIA RESEARCH CENTER INC
1900 CAMPUS COMMONS DR STE 600RESTONVA201911535541429009501(C)(3)$50,000GENERAL SUPPORT
MERCY SHIPS INTERNATIONAL
15862 STATE HIGHWAY 110 NLINDALETX757715932752685233501(C)(3)$10,000GENERAL SUPPORT
MILWAUKEE COLLEGE PREPARATORY SCHOOL
1228 W LLOYD STMILWAUKEEWI532025124391881295501(C)(3)$25,000GENERAL SUPPORT
MILWAUKEE EXCELLENCE CHARTER SCHOOL
4950 N 24TH STMILWAUKEEWI532095663474978181501(C)(3)$10,000GENERAL SUPPORT
NATIONAL RIGHT TO WORK LEGAL DEFENSE AND EDUCATION FOUNDATION INC
8001 BRADDOCK RD STE 600SPRINGFIELDVA221512110591588825501(C)(3)$25,000GENERAL SUPPORT
OLD ST MARY PARISH
836 N BROADWAYMILWAUKEEWI532023608390807231501(C)(3)$25,000GENERAL SUPPORT
PATHWAYS MILWAUKEE INC
8800 W BLUEMOUND RDMILWAUKEEWI532264626451539053501(C)(3)$30,000GENERAL SUPPORT
PHILANTHROPY ROUNDTABLE
1730 M ST NW STE 601WASHINGTONDC200364554132943020501(C)(3)$11,000GENERAL SUPPORT
PRAGER UNIVERSITY
15021 VENTURA BLVD STE 552SHERMAN OAKSCA914032442271763901501(C)(3)$25,000GENERAL SUPPORT
PRINCETON UNIVERSITY
83 PROSPECT AVEPRINCETONNJ085405210210634501501(C)(3)$25,000GENERAL SUPPORT
PROJECT VERITAS
1214 W BOSTON POST RD STE 148MAMARONECKNY105433332272894856501(C)(3)$15,000GENERAL SUPPORT
SCHOOL CHOICE WISCONSIN INC
350 BISHOPS WAY STE 104BROOKFIELDWI530056221383695127501(C)(3)$8,500GENERAL SUPPORT
SCHOOLS THAT CAN MILWAUKEE INC
111 W PLEASANT ST STE 101MILWAUKEEWI532123939272818891501(C)(3)$27,000GENERAL SUPPORT
SMS RESEARCH FOUNDATION
18620 SW 39TH STMIRAMARFL330292708272906662501(C)(3)$10,000GENERAL SUPPORT
ST AUGUSTINE PREPARATORY ACADEMY
411 E WISCONSIN AVEMILWAUKEEWI532024461471800734501(C)(3)$10,000GENERAL SUPPORT
ST MARCUS LUTHERAN SCHOOL
2215 N PALMER STMILWAUKEEWI532123242390850377501(C)(3)$150,000GENERAL SUPPORT
STANFORD UNIVERSITY
434 GALVEZ MALLSTANFORDCA943056003941156365501(C)(3)$10,000GENERAL SUPPORT
SUMMIT EDUCATIONAL ASSOCIATION INC
2201 S 7TH STMILWAUKEEWI532152775391763179501(C)(3)$25,000GENERAL SUPPORT
TAX FOUNDATION
1325 G ST NW STE 950WASHINGTONDC200053181521703065501(C)(3)$25,000GENERAL SUPPORT
THE CLAREMONT INSTITUTE
937 W FOOTHILL BLVDCLAREMONTCA917113358953443202501(C)(3)$25,000GENERAL SUPPORT
THE FUND FOR AMERICAN STUDIES
1706 NEW HAMPSHIRE AVE NWWASHINGTONDC200092502136223604501(C)(3)$6,000GENERAL SUPPORT
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC200024958237327730501(C)(3)$15,000GENERAL SUPPORT
THE JOHN K MACIVER INSTITUTE FOR PUBLIC POLICY INC
44 E MIFFLIN ST STE 201MADISONWI537032895262639114501(C)(3)$57,000GENERAL SUPPORT
THE MEDICAL COLLEGE OF WISCONSIN INC
8701 W WATERTOWN PLANK RDMILWAUKEEWI532263548390806261501(C)(3)$20,000GENERAL SUPPORT
THE SAND COUNTY FOUNDATION INC
131 W WILSON ST STE 610MADISONWI537033265396089450501(C)(3)$60,000GENERAL SUPPORT
TRUE THE VOTE INC
7232 WYNWOOD LNHOUSTONTX770086041272860095501(C)(3)$42,500GENERAL SUPPORT
TURNING POINT USA
217 1/2 E ILLINOIS STLEMONTIL604393611800835023501(C)(3)$10,000GENERAL SUPPORT
UNITED WAY OF DANE COUNTY INC
2059 ATWOOD AVEMADISONWI537046608390817532501(C)(3)$10,000GENERAL SUPPORT
WISCONSIN INSTITUTE FOR LAW AND LIBERTY INC
1139 E KNAPP STMILWAUKEEWI532022828451606079501(C)(3)$152,500GENERAL SUPPORT
WISCONSIN POLICY RESEARCH INSTITUTE INC
633 W WISCONSIN AVE STE 330MILWAUKEEWI532031918391592727501(C)(3)$32,000GENERAL SUPPORT
WISCONSINEYE
122 W WASHINGTON AVE STE 200MADISONWI537032715391977300501(C)(3)$17,000GENERAL SUPPORT
YOUNG AMERICA'S FOUNDATION
110 ELDEN STHERNDONVA201704891237042029501(C)(3)$10,000GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org70Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION'S BOARD OF DIRECTORS SELECT ORGANIZATIONS FOR GRANTS AND ASSISTANCE BASED UPON A RIGOROUS EXAMINATION PROCESS THAT INCLUDES AN ANALYSIS OF THE ORGANIZATION'S EFFECTIVENESS IN ITS FIELD OF INTEREST; THE ORGANIZATION'S CREATIVITY AND PAST RESULTS; THE POTENTIAL OF FOCUSED, SPECIAL PROJECTS; THE ORGANIZATION'S ACCOUNTABILITY AND TRANSPARENCY WITH FUNDS; APPROPRIATENESS OF THE ACTIVITIES UNDER SECTION 501(C)(3); AND RELEVANT FACTORS PERTAINING TO EACH ORGANIZATION.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$197,820NoncashContributionsRptF990Amt
Method Of Determining RevenuesQUOTED MARKET PRICESMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B).
PART I, LINE 32B:THE ORGANIZATION USES A FINANCIAL INSTITUTION/BROKERAGE TO PROCESS AND SELL MARKETABLE SECURITIES DONATED TO THE ORGANIZATION.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1THE BRADLEY IMPACT FUND PROVIDES FUNDING TO ORGANIZATIONS THAT RESEARCH PUBLIC POLICY AND EDUCATE THE PUBLIC ON POLICY ISSUES. THE ORGANIZATION'S BOARD OF DIRECTORS SELECT ORGANIZATIONS FOR GRANTS AND ASSISTANCE BASED UPON A RIGOROUS EXAMINATION PROCESS THAT INCLUDES AN ANALYSIS OF THE ORGANIZATION'S EFFECTIVENESS IN ITS FIELD OF INTEREST; THE ORGANIZATION'S CREATIVITY AND PAST RESULTS; THE POTENTIAL OF FOCUSED, SPECIAL PROJECTS; THE ORGANIZATION'S ACCOUNTABILITY AND TRANSPARENCY WITH FUNDS; APPROPRIATENESS OF THE ACTIVITIES UNDER SECTION 501(C)(3); AND RELEVANT FACTORS PERTAINING TO EACH ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. ON AN ANNUAL BASIS THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.