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LYNDE AND HARRY BRADLEY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LYNDE AND HARRY BRADLEY FOUNDATION INC (EIN 39-6037928)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202523219349106577
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T15:04:21+00:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN991856619PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1757 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396037928EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Lynde and Harry Bradley Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLYNDBusinessNameControlTxt
Phone4142919915PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11400 North Water Street Suite 300AddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP532022506ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonStephen A LangloisPersonNm
Person TitleSenior VP and CIOPersonTitleTxt
Phone4142919915PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL ROMANOPreparerPersonNm
PTINP00504182PTIN
Phone2125990100PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$993,446,884FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$11,811,805DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,244,196DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$48,918,973NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$237,974,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$48,452,380CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc$0GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$260,669OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$27,866OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$60,991,447TotalRevAndExpnssAmt
Total Net Invst Incm$74,668,710TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,144,409CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$412,884CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,733,525CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,338,808OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,299,436OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,221,856PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$106,676PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$916,619PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$43,966LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$29,019LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$114,129AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$56,995AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$70,522AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,192,113OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,578,841OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$606,698OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$988,541TaxesRevAndExpnssAmt
Taxes Net Invst Incm$179,159TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$208,212DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$613,984OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$962,027OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$444,700TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$461,074TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$10,209PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$10,209PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,341,079OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,707,752OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,694,034OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,662,006TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,042,307TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,783,163TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$55,226,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$56,482,360ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$68,888,306TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,042,307TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$64,265,523TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,896,859ExcessRevenueOverExpensesAmt
Net Investment Income$65,626,403NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$34,707,300SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$46,179,767SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$46,179,767SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$810,246AcctRcvblAmt
Acct Rcvbl BOY$878,360AcctRcvblBOYAmt
Acct Rcvbl EOY$810,246AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$810,246AcctRcvblEOYFMVAmt
Pledges Rcvbl BOY$0PledgesRcvblBOYAmt
Pledges Rcvbl EOY$0PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$0PledgesRcvblEOYFMVAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$0RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$0OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses EOY$23,213PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$23,213PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$282,664,127CorporateStockBOYAmt
Corporate Stock EOY$270,811,611CorporateStockEOYAmt
Corporate Stock EOYFMV$270,811,611CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$0InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$0InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$0LandBldgInvestmentsBOYAmt
Land Bldg Investments EOYFMV$0LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$664,144,907OtherInvestmentsBOYAmt
Other Investments EOY$671,347,791OtherInvestmentsEOYAmt
Other Investments EOYFMV$671,347,791OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,348,969LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$970,895LandBldgEquipAccumDeprecAmt
Land BOY$1,498,240LandBOYAmt
Land EOY$1,378,074LandEOYAmt
Land EOYFMV$1,378,074LandEOYFMVAmt
Other Assets BOY$3,179,765OtherAssetsBOYAmt
Other Assets EOY$2,896,182OtherAssetsEOYAmt
Other Assets EOYFMV$2,896,182OtherAssetsEOYFMVAmt
Total Assets BOY$987,072,699TotalAssetsBOYAmt
Total Assets EOY$993,446,884TotalAssetsEOYAmt
Total Assets EOYFMV$993,446,884TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,404,148AccountsPayableBOYAmt
Accounts Payable EOY$1,800,383AccountsPayableEOYAmt
Grants Payable BOY$17,372,746GrantsPayableBOYAmt
Grants Payable EOY$15,726,496GrantsPayableEOYAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY$0MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$7,261,624OtherLiabilitiesBOYAmt
Other Liabilities EOY$6,688,003OtherLiabilitiesEOYAmt
Total Liabilities BOY$26,038,518TotalLiabilitiesBOYAmt
Total Liabilities EOY$24,214,882TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$836,051,126NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$842,294,375NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$124,983,055DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$126,937,626DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$961,034,181TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$969,232,001TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$987,072,699TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$993,446,883TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$961,034,181TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,896,859ExcessRevenueOverExpensesAmt
Other Increases$16,094,679OtherIncreasesAmt
Subtotal$969,232,001SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$969,232,001TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
Publicly Traded SecuritiesP$241,144,074$215,837,871$25,306,203$0$25,306,203
Partnership K-1 1231 GainP$0$6,330-$6,330$0-$6,3302023-01-012024-12-31
Partnership K-1 LT Gain/(Loss)P$19,789,806$0$19,789,806$0$19,789,8062023-01-012024-12-31
Partnership K-1 ST Gain/(Loss)P$739,943$0$739,943$0$739,9432024-01-012024-12-31
Final Gain/(Loss) on Limited Partnership DispositionsP$0$1,800,765-$1,800,765$0-$1,800,7652023-01-012024-12-31
Partnership Gain/(Loss) on DistributionsP$4,423,523$0$4,423,523$0$4,423,5232023-01-012024-12-31
FieldValueIRS element (for citing)
Capital Gain Net Income$48,452,380CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$912,207InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$912,207SubtotalAmt
Tax Based On Investment Income$912,207TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$933,205EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$300,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,233,205TotalPaymentsAndCreditsAmt
Overpayment$320,998OverpaymentAmt
Applied To ES Tax$320,998AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.bradleyfdn.orgWebsiteAddressTxt
Individual With BooksStephen A LangloisIndividualWithBooksNm
Phone4142919915PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11400 N WATER ST 300AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532022506ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
J Barry
1400 North Water StreetMilwaukeeWI532022506Vice Chairman & Director2.00$47,000$0
J Beagle
1400 North Water StreetMilwaukeeWI532022506Director2.00$0$0
P Clement
1400 North Water StreetMilwaukeeWI532022506Director2.00$0$0$2,439
P English
1400 North Water StreetMilwaukeeWI532022506Chairman & Director2.00$0$0
R George
1400 North Water StreetMilwaukeeWI532022506Director2.00$30,000$0$3,645
V Hanson
1400 North Water StreetMilwaukeeWI532022506Director2.00$30,000$0$2,863
C Mitchell
1400 North Water StreetMilwaukeeWI532022506Secretary & Director2.00$32,000$0$4,972
J A Pope
1400 North Water StreetMilwaukeeWI532022506Director2.00$0$0
R Ribble
1400 North Water StreetMilwaukeeWI532022506Director2.00$38,000$0
E Scalia
1400 North Water StreetMilwaukeeWI532022506Director2.00$0$0
Richard W Graber
1400 North Water StreetMilwaukeeWI532022506President50.00$761,891$85,491$708
Stephen A Langlois
1400 North Water StreetMilwaukeeWI532022506Senior Vice President and Chief Investment Officer45.00$388,877$77,063$21,493
Alicia Manning
1400 North Water StreetMilwaukeeWI532022506Vice President for Programs45.00$341,402$74,383$31,511
Mark Rhode
1400 North Water StreetMilwaukeeWI532022506Director of Finance45.00$201,300$58,843$2,131
Dionne King
1400 North Water StreetMilwaukeeWI532022506Dir. of Operations45.00$139,455$45,105$2,492
Kim Magnan
1400 North Water StreetMilwaukeeWI532022506Director for Human Resources & Administrative Services45.00$136,485$22,019$628
C Culver (Thru 0424)
1400 North Water StreetMilwaukeeWI53202Director2.00$0$0Suite 300

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
Ingrid Gregg
1400 North Water StreetMilwaukeeWI532022506Sr. Program Officer40.00$271,809$67,297$27,105
Jason S Crye
1400 North Water StreetMilwaukeeWI532022506Program Officer40.00$192,346$58,192$3,291
Nicole Zorn
1400 North Water StreetMilwaukeeWI532022506Program Director40.00$118,552$36,033$2,503
Lauren Kuhn
1400 North Water StreetMilwaukeeWI532022506Director of Events40.00$111,227$40,604$540
Christine Czernejewski
1400 North Water StreetMilwaukeeWI532022506Director of Comms40.00$110,659$32,900$12,474
FieldValueIRS element (for citing)
Other Employee Paid Over50k8OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
John Roach Projects Inc
2690 Research Park DriveSuite JFitchburgWI53711Project Management$654,082
Artisan Partners Limited Partnership
875 E Wisconsin AveSuite 800MILWAUKEEWI53202Investment Management$639,253
Fiduciary Management
100 E Wisconsin AvenueSuite 2200MILWAUKEEWI53202Investment Management$439,216
The Bank of New York Mellon
240 Greenwich StNew YorkNY10007Custodian of Accounts$438,573
Marquette Associates Inc
One Wall StreetNew YorkNY10286Investment Management$341,250
FieldValueIRS element (for citing)
Contractor Paid Over50k16ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1The 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 2024.Description1Txt
Expenses1$1,432,418Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$460,469,827AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$48,862,088AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$491,907,887FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,001,239,802TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,001,239,802AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,018,597CashDeemedCharitableAmt
Net Vl Noncharitable Assets$986,221,205NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,311,060MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,311,060MinimumInvestmentReturnAmt
Tax Based On Investment Income$912,207TaxBasedOnInvestmentIncomeAmt
Total Tax$912,207TotalTaxAmt
Distributable Before Adj$48,398,853DistributableBeforeAdjAmt
Recoveries Qualfied Distri$225,110RecoveriesQualfiedDistriAmt
Distributable Before Ded$48,623,963DistributableBeforeDedAmt
Distributable As Adjusted$48,623,963DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$64,265,523ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$88,046CharitableAssetsAcquisPaidAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$64,353,569QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,623,963DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,482,334ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,139,777ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$14,130,482ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$32,752,593TotalExcessDistributionCyovAmt
Qualifying Distributions$64,353,569QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$48,623,963AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,729,606RemainingDistriFromCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$48,482,199TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$48,482,199ExcessDistriCyovToNextYrAmt
Excess From Year4$12,482,334ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$6,139,777ExcessFromYear2Amt
Excess From Year1$14,130,482ExcessFromYear1Amt
Excess From Current Year$15,729,606ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonProgram TeamRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11400 N Water StAddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4142919915RecipientPhoneNum
Form And Info And MaterialsThe 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 formFormAndInfoAndMaterialsTxt
Submission DeadlinesFull applications are due quarterly: February 15, May 15, August 15 and November 15.SubmissionDeadlinesTxt
Restrictions On AwardsThe 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 (361 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
1000 Generations Inc
PO Box 213ElkhornWI531210213N/APCTo support general operations$165,000
4th Dimension Sobriety Inc
2838 N Weil StMilwaukeeWI532122648N/APCTo support general operations$102,500
Above the Clouds
PO Box 16122MilwaukeeWI532160122N/APCTo support general operations$25,000
Acton Institute for the Study of Religion and Liberty
98 East Fulton StreetGrand RapidsMI49503N/APCTo support general operations$1,000
ACTS Community Development Corporation
2414 W Vliet StreetMilwaukeeWI53205N/APCTo support general operations$100,000
AFAR INC
10300 W Wisconsin AveWauwatosaWI53226N/APCTo support general operations$80,000
AFAR INC
10300 W Wisconsin AveWauwatosaWI53226N/APCTo support a capital project$100,000
America's Future
1367 Connecticut Avenue NW Suite 20WashingtonDC20036N/APCTo support general operations and Talent Market$200,0000
American Academy of Sciences and Letters Inc
8 The Green Suite 10490DoverDE199013618N/APCTo support general operations$75,000
American Conservation Coalition Inc
1100 H Street NW Suite 1200WashingtonDC20005N/APCTo support general operations$100,000
American Constitutional Rights Union
305 5th Avenue South Suite 204GNaplesFL34113N/APCTo support an election integrity project$150,000
American Council of Trustees and Alumni
1730 M Street NW Suite 600WashingtonDC200364511N/APCTo support the Statehouse Project$100,000
American Enterprise Institute for Public Policy Research
1789 Massachusetts Avenue NWWashingtonDC20036N/APCTo support the Education Policy Studies Program$100,000
American Enterprise Institute for Public Policy Research
1789 Massachusetts Avenue NWWashingtonDC20036N/APCTo support the program in Social, Cultural, and Constitutional Studies$250,000
American Institute for Economic Research Inc
250 Division Street PO Box 1000Great BarringtonMA012301000N/APCTo support general operations$300,000
American Legislative Exchange Council
2900 Crystal Drive Suite 600ArlingtonVA22202N/APCTo support general operations$500,000
American Policy Roundtable
PO Box 360470StrongsvilleOH441493001N/APCTo support general operations$15,000
American Transparency
2518 Burnsed Blvd 609The VillagesFL32163N/APCTo support the Open the Books project$100,000
Americans for Fair Treatment Inc
225 State Street Suite 301HarrisburgPA17101N/APCTo support general operations$75,000
Archbridge Institute
1367 Connecticut Avenue NW Suite 20WashingtonDC20036N/APCTo support general operations$100,0000
Arizona State University Foundation for A New American University
PO Box 2260TempeAZ852872001N/APCTo support general operations$10,000
Arizona State University Foundation for A New American University
PO Box 2260TempeAZ852872001N/APCTo support the School of Civic and Economic Thought and Leadership, a post-doctoral fellowship, and a lecture series$200,000
Ashland University
401 College AvenueAshlandOH44805N/APCTo support educational programs in American history$100,000
Asset Builders of America Inc
1213 North Sherman Avenue 195MadisonWI53704N/APCTo support general operations$50,000
Atlas Economic Research Foundation
4075 Wilson Blvd Suite 310ArlingtonVA22203N/APCTo support U.S. free enterprise organizations and related programs$50,000
Augustine Academy
PO Box180066DelafieldWI530180066N/APCTo support general operations$30,000
Aurora Health Care Foundation Inc
950 N 12th Street A511MilwaukeeWI53233N/APCTo support the Healing Center$25,000
Bader Hillel High Inc
6789 N Green Bay AveGlendaleWI53209N/APCTo support general operations$25,000
Badger Institute
700 West Virginia Street Suite 301MilwaukeeWI53204N/APCTo support general operations$350,000
Barry Goldwater Institute For Public Policy Research
500 East Coronado RoadPhoenixAZ85004N/APCTo support general operations$475,000
Baylor University
One Bear Place 97308WacoTX767987308N/APCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$25,000
Beacon Center of Tennessee
1200 Clinton Street 205NashvilleTN37203N/APCTo support a legal fellowship$10,000
Beacon Center of Tennessee
1200 Clinton Street 205NashvilleTN37203N/APCTo support general operations$300,000
Beacon Center of Tennessee
1200 Clinton Street 205NashvilleTN37203N/APCTo support a law student program$100,000
Becket Fund
1919 Pennsylvania Avenue NW Suite 4WashingtonDC20006N/APCTo support general operations$200,00000
Belmont Abbey College
100 Belmont-Mt Holly RdBelmontNC28012N/APCTo support research and programs at Belmont House, Washington, D.C.$50,000
Belmont Abbey College
100 Belmont-Mt Holly RdBelmontNC28012N/APCTo support the Honors College$50,000
Benedictine College
1020 N 2nd StreetAtchisonKS66002N/APCTo support the Center for Constitutional Liberty$100,000
Bill of Rights Institute
1310 N Courthouse Road Suite 620ArlingtonVA22201N/APCTo support general operations$100,000
Bluegrass Institute for Public Policy Solutions Inc
121 Sycamore RoadLexingtonKY40502N/APCTo support general operations$50,000
Bradley Impact Fund Inc
1400 North Water StreetMilwaukeeWI53202N/APCTo support general operations$3,200,000
Bradley Impact Fund Inc
1400 North Water StreetMilwaukeeWI53202N/APCTo support a donor advised fund$347,500
Bridge Builders Inc
PO Box 91322MilwaukeeWI532098322N/APCTo support general operations$90,000
California Policy Center
18002 Irvine Boulevard Suite 108TustinCA92780N/APCTo support general operations$100,000
Calvin Coolidge Presidential Foundation Inc
PO Box 97PlymouthVT050560097N/APCTo support a publication and a conference$350,000
Calvin Coolidge Presidential Fund Inc
3425 Prospect St NWWashingtonDC20007N/APCTo support general operations$10,000
Capital Research Center
1513 Sixteenth Street NWWashingtonDC200361401N/APCTo support general operations$300,000
Cardinal Institute for West Virginia Policy
PO Box 11495CharlestonWV25339N/APCTo support general operations$150,000
Catholic University of America
Office of Sponsored Programs 213 McWashingtonDC20064N/APCTo support a distinguished fellowship$50,000Mahon Hall
Cato Institute
1000 Massachusetts Avenue NWWashingtonDC20001N/APCTo support the Project to Defend the Free Economy$350,000
Center for American Culture and Ideas
5230 N Apache Hills TrlTucsonAZ857507108N/APCTo support general operations$100,000
Center for American Culture and Ideas
5230 N Apache Hills TrlTucsonAZ857507108N/APCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$25,000
Center for American Greatness
3104 E Camelback Road 907PhoenixAZ85016N/APCTo support general operations$200,000
Center for Independent Employees
PO Box 2421SpartanburgSC293042421N/APCTo support general operations$30,000
Center for Individual Rights
1100 Connecticut Avenue NW SuitWashingtonDC20036N/APCTo support general operations$100,000
Center for the Study of Technology and Society
1730 M Street NW Suite 910WashingtonDC20036N/APCTo support the New Atlantis Journal$50,000
Center for Urban Renewal and Education
1317 F St NW Ste 900WashingtonDC200041152N/APCTo support general operations$5,000
Center for Urban Teaching
2600 W Wisconsin AvenueMilwaukeeWI53233N/APCTo support expansion$500,000
Center for Urban Teaching
2600 W Wisconsin AvenueMilwaukeeWI53233N/APCTo support general operations$250,000
Center of the American Experiment
12600 Whitewater Dr Suite 150MinnetonkaMN55343N/APCTo support general operations$100,000
Chaplains in Schools Inc
2225 N 1st StMilwaukeeWI532123221N/APCTo support general operations$20,000
Christ Alone Lutheran Church
247 S Main StThiensvilleWI53092N/APCTo support general operations$2,500
Christ-St Peter Lutheran School
2229 W Greenfield AveMilwaukeeWI532041910N/APCTo support school development$50,000
Christian Alliance for Indian Child Welfare
PO Box 460HillsboroND58045N/APCTo support general operations$1,000
Christian Missionary Fellowship
PO Box 501020 5525 E 82nd StreetIndianapolisIN46250N/APCTo support general operations$1,200
City On A Hill Inc
2224 West Kilbourn AvenueMilwaukeeWI53233N/APCTo support capital project$300,000
City On A Hill Inc
2224 West Kilbourn AvenueMilwaukeeWI53233N/APCTo support general operations$180,000
Claremont Institute for the Study of Statesmanship and Political Philosophy
1317 West Foothill Boulevard SuiteUplandCA91786N/APCTo support the Claremont Review of Books$100,000
Claremont McKenna College
Bauer Center 500 East Ninth StreetClaremontCA917116400N/APCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$50,000
Clemson University Foundation
PO Box 1889ClemsonSC296331889N/APCTo support the Clemson Institute for the Study of Capitalism$250,000
Climb USA Inc
6666 Odana Road Suite 221MadisonWI537191012N/APCTo support general operations$50,000
CO2 Coalition Inc
2677 Prosperity Avenue Suite 300FairfaxVA22301N/APCTo support general operations$50,000
Collateral Global
N/ANCTo support general operations$250,00071-75 Shelton StreetLondonUnited KingdomUKWC2H9JQ
Community Warehouse Inc
521 South 9th StreetMilwaukeeWI53204N/APCTo support general operations$200,000
Competitive Enterprise Institute
1310 L Street NW 7th FloorWashingtonDC20005N/APCTo support general operations$300,000
Concord Chamber Orchestra Inc
PO Box 26191MilwaukeeWI53226N/APCTo support general operations$10,000
Concordia University Chicago
7400 Augusta StRiver ForestIL603051402N/APCTo support the Free Enterprise Center$75,000
Concordia University Wisconsin Foundation
12800 North Lake Shore DriveMequonWI530929652N/APCTo support the Free Enterprise Center$500,000
Concordia University Wisconsin Foundation
12800 North Lake Shore DriveMequonWI530929652N/APCTo support general operations$750
Conservative Clergy of Color
4902 E Busch BlvdTampaFL33617N/APCTo support general operations$1,000
Cornell University
373 Pine Tree RdIthacaNY14850N/APCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$25,000
Daily Caller News Foundation
1775 Eye Street NW Suite 1150-291WashingtonDC20006N/APCTo support general operations$50,000
David Horowitz Freedom Center
28494 Westinghouse Place Suite 212ValenciaCA91355N/APCTo support general program activities$31,250
Defense of Freedom Institute for Policy Studies Inc
1765 Duke StreetAlexandriaVA22314N/APCTo support general operations$50,000
DePaul University
1 E Jackson BlvdChicagoIL606042219N/APCTo support a course on the Constitution$19,910
Discovery Institute
208 Columbia StreetSeattleWA98104N/APCTo support a project on homelessness$150,000
Do No Harm
11357 Nuckols Rd PMB 115Glen AllenVA230595504N/APCTo support general operations$150,000
Do No Harm
11357 Nuckols Rd PMB 115Glen AllenVA230595504N/APCTo support a special project$100,000
Dominican High School
120 East Silver Spring DriveWhitefish BayWI53217N/APCTo support replacement of a roof$100,000
Donors Trust Inc
1800 Diagonal Road Suite 280AlexandriaVA22314N/APCTo support the Galen Institute$75,000
Duke University
Office of Research Support 2200 W MDurhamNC27705N/APCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$25,000ain Street
Economic Policy Innovation Center Inc
1320 N Courthouse Rd Ste 400ArlingtonVA222012598N/APCTo support general operations$250,000
EdChoice Inc
111 Monument Circle Suite 2650IndianapolisIN46204N/APCTo support general operations$100,000
Emergent Order Foundation Inc
4450 Frontier TrlAustinTX787451514N/APCTo support general operations$150,000
Encounter for Culture and Education Inc
900 Broadway Suite 601New YorkNY100031239N/APCTo support the Jeane Kirkpatrick and Encounter Awards$50,000
Encounter for Culture and Education Inc
900 Broadway Suite 601New YorkNY100031239N/APCTo support Encounter Books$1,000,000
Ethics and Public Policy Center Inc
1730 M Street NW Suite 910WashingtonDC20036N/APCTo support general operations$250,000
Evergreen Freedom Foundation
PO Box 552OlympiaWA98507N/APCTo support general operations$500,000
Evergreen Freedom Foundation
PO Box 552OlympiaWA98507N/APCTo support a legal fellowship$10,000
Fair Lines America Foundation Inc
2308 Mount Vernon Ave Ste 716AlexandriaVA223011328N/APCTo support general operations$100,000
FDRLST Media Foundation
666 Dundee Rd Ste 600NorthbrookIL600622733N/APCTo support journalism education programs$150,000
First Liberty Institute
2001 West Plano Parkway Suite 1600PlanoTX75075N/APCTo support a Legal Internship Program$100,000
Florentine Opera Company Inc
205 West Highland Avenue Suite 201MilwaukeeWI53203N/APCTo support general operations$100,000
Forge Leadership Network
707 Miamisburg Centerville Rd 202DaytonOH454593030N/APCTo support general operations$75,000
Foundation for Cultural Review Inc
900 Broadway Suite 602New YorkNY100031239N/APCTo support The New Criterion$225,000
Foundation for Economic Education Inc
1776 Peachtree St NW Suite 710-SAtlantaGA30309N/APCTo support general operations$150,000
Foundation for Excellence in Higher Education
16 Stockton StreetPrincetonNJ08540N/APCTo support educational institutes, centers, and programs at universities$800,000
Foundation for Government Accountability
15275 Collier Blvd Suite 201-279NaplesFL34119N/APCTo support general operations$500,000
Foundation for Individual Rights in Education Inc
510 Walnut Street Suite 900PhiladelphiaPA19106N/APCTo support general operations$250,000
Foundation for the Constitution
600 New Jersey Ave NWWashingtonDC200012022N/APCTo support general operations$10,000
Foundation for the Constitution
600 New Jersey Ave NWWashingtonDC200012022N/APCTo support the Center for the Constitution$685,000
Franklin News Foundation
20 N Clark Street Suite 3300ChicagoIL60602N/APCTo support general operations$300,000
Frontier Institute Inc
PO Box 5104HelenaMT59604N/APCTo support general operations$85,000
George Mason University Foundation Inc
4400 University Dr Merten Hall MS NFairfaxVA22030N/APCTo support the Law and Economics Center's Judicial and Attorneys General Education Programs$50,0001A3
George Mason University Foundation Inc
4400 University Dr Merten Hall MS NFairfaxVA22030N/APCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$25,0001A3
George Mason University Foundation Inc
4400 University Dr Merten Hall MS NFairfaxVA22030N/APCTo support the C. Boyden Gray Center for the Study of the Administrative State$250,0001A3
George Mason University Foundation Inc
4400 University Dr Merten Hall MS NFairfaxVA22030N/APCTo support the Adam Smith Program and student fellowships$50,0001A3
Georgetown University
37th and O Sts NWWashingtonDC20007N/APCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$25,000
Georgia Center for Opportunity Inc
5051 Peachtree Corners Circle Ste 2NorcrossGA30092N/APCTo support general operations$300,00000
Georgia Public Policy Foundation Inc
3200 Cobb Galleria Pkwy Suite 214AtlantaGA303395927N/APCTo support general operations$75,000
Golden Opportunities Partnerships Inc
10936 N Port Washington Rd Ste 274MequonWI530925031N/APCTo support general operations$25,000
Government Accountability Institute
2900 Northmont DriveTallahasseeFL32303N/APCTo support general operations$150,000
Grace Reformed Episcopal Church
560 Fountain StHavre de GraceMD21078N/APCTo support general operations$30,000
Grand Avenue Club Inc
210 East Michigan StreetMilwaukeeWI532024901N/APCTo support general operations$40,000
Greater Galilee Community Development Corporation
2432 N Teutonia AveMilwaukeeWI532062534N/APCTo support general operations$50,000
Greater Milwaukee Foundation Inc
2153 N Doctor MLK Jr Dr Suite 4000MilwaukeeWI53212N/APCTo support the Nonprofit Management Fund$85,000
Harford County Public Library Foundation Inc
1221-A Brass Mill RdBelcampMD21017N/APCTo support general operations$5,000
Hillel Academy Inc
6401 N Santa Monica BlvdMilwaukeeWI532174255N/APCTo support general operations$25,000
Historic Haymarket Milwaukee I Inc
C/O Milwaukee Public Museum 800 W WMilwaukeeWI53233N/APCTo support a capital campaign$2,000,000ells St
Hmong American Peace Academy Foundation Inc
4601 N 84th StreetMilwaukeeWI53225N/APCTo support general operations$100,000
Hope Street Ministries Inc
2522 West Capitol DriveMilwaukeeWI53206N/APCTo support general operations$85,000
Hope Through Restoration
4035 N 70th StMilwaukeeWI532161128N/APCTo support general operations$50,000
Houston Baptist University
7502 Fondren RoadHoustonTX77074N/APCTo support the Free Enterprise Lecture Series$15,000
Hudson Institute Inc
1201 Pennsylvania Avenue N W SuWashingtonDC20004N/APCTo support the Center for American Common Culture$35,000
Illinois Policy Institute
300 South Riverside Plaza Suite 165ChicagoIL60606N/APCTo support general operations$125,0000
Independence Institute
727 East Sixteenth AvenueDenverCO80203N/APCTo support general operations$100,000
Independent Institute
100 Swan Way Suite 200OaklandCA946211428N/APCTo support the Center on Entrepreneurial Innovation$50,000
Independent Women's Forum
4 Weems Lane 312WinchesterVA22601N/APCTo support general operations$200,000
Institute for Educational Advancement
569 South Marengo AvenuePasadenaCA91101N/APCTo support general operations$275,000
Institute for Family Studies
PO Box 1502CharlottesvilleVA22902N/APCTo support general operations$150,000
Institute for Free Speech
1150 Connecticut Avenue NW Suite 80WashingtonDC20036N/APCTo support general operations$150,0001
Institute for Justice
901 North Glebe Road Suite 900ArlingtonVA22203N/APCTo support a legal fellowship$10,000
Institute for Justice
901 North Glebe Road Suite 900ArlingtonVA22203N/APCTo support general operations$100,000
Institute for Patients Rights Inc
954 Lexington Ave 340New YorkNY10021N/APCTo support general operations$100,000
Institute for Reforming Government Inc
701 E Washington Avenue Suite 201MadisonWI537032958N/APCTo support general operations$125,000
Institute for the American Worker
38274 Alfalfa CtHamiltonVA20158N/APCTo support general operations$50,000
Institute of World Politics
1521 Sixteenth Street NWWashingtonDC200361425N/APCTo support general operations$1,000
Institute of World Politics
1521 Sixteenth Street NWWashingtonDC200361425N/APCTo support a new specialization in economics$80,000
International Justice Mission
PO Box 58147WashingtonDC20037N/APCTo support general operations$20,000
Investor Choice Advocates Network
PO Box 901VenturaCA930020901N/APCTo support general operations$100,000
Jacarrie Kicks for Kids
7972 West Appleton AvenueMilwaukeeWI532184545N/APCTo support general operations$62,500
Jack Miller Center for Teaching Americas Founding Principles and History
3 Bala Plaza West Ste 401Bala CynwydPA190043408N/APCTo support the American Political Tradition Project$150,000
John Jay Institute for Faith Society and Law Inc
705 S Bellevue AveLanghornePA190472910N/APCTo support Fellows programs$75,000
John K MacIver Institute for Public Policy Inc
10 E Doty St Suite 800MadisonWI53703N/APCTo support general operations$175,000
Johns Hopkins University
3910 Keswick Road Suite N2100BaltimoreMD20036N/APCTo support the Institute for Education Policy$50,000
Journey Church of the Assemblies of God Inc
10700 75th StreetKenoshaWI53142N/APCTo support general operations$2,500
Kansas Policy Institute
250 N WaterWichitaKS672021213N/APCTo support the Kansas School Board Resource Center$75,000
Kansas Policy Institute
250 N WaterWichitaKS672021213N/APCTo support a legal fellowship$10,000
Kettle Moraine Lutheran High School Federation Inc
3399 Division RdJacksonWI530379707N/APCTo support general operations$100,000
Kingdom Prep Lutheran High School
2520 North Wauwatosa AvenueWauwatosaWI53213N/APCTo support building organizational capacity$400,000
Kingdom Prep Lutheran High School
2520 North Wauwatosa AvenueWauwatosaWI53213N/APCTo support general operations$200,000
La Familia De Arte Inc
1236 S Layton BlvdMilwaukeeWI53215N/APCTo support general operations$15,000
Lakeshore Regional Child Advocacy Center
134 S Foster DrSaukvilleWI530802005N/APCTo support general operations$50,000
Lassid Ministries Inc
2323 N Mayfair Rd Suite 400MilwaukeeWI53226N/APCTo support general operations$75,000
Leadership Program of the Rockies
1777 South Harrison Street Suite 8DenverCO80210N/APCTo support general operations$300,000
Liberty Justice Center
440 N Wells St Suite 200ChicagoIL60654N/APCTo support a legal fellowship$10,000
Life Navigators Inc
7203 West Center StreetWauwatosaWI53210N/APCTo support general operations$15,000
Lighthouse Church Inc
6402 Schroeder RdMadisonWI537112424N/APCTo support general operations$100,000
Lighthouse Youth Center Inc
5641 North 68th StreetMilwaukeeWI53218N/APCTo support general operations$150,000
Lincoln Network Inc
2443 Fillmore Street 380-3386San FranciscoCA94115N/APCTo support development of a website$395,000
Litigators for Liberty Network
7000 N 16th St Ste 120 155PhoenixAZ850205524N/APCTo support general operations$75,000
Lubavitch of Wisconsin Inc Friends of Lubavitch
3109 N Lake DriveMilwaukeeWI532113123N/APCTo support campus activities$60,000
Lucy Burns Institute
8383 Greenway Blvd Suite 600MiddletonWI53562N/APCTo support general operations$200,000
Lutheran Urban Mission Initiative Inc
8242 North Granville RoadMilwaukeeWI53224N/APCTo support general operations$125,000
MHS Inc -- Messmer Catholic Schools
742 West Capitol DriveMilwaukeeWI53206N/APCTo support general operations$175,000
Mackinac Center for Public Policy
140 West Main Street PO Box 568MidlandMI486400568N/APCTo support general operations$450,000
Manhattan Institute for Policy Research Inc
52 Vanderbilt AvenueNew YorkNY10017N/APCTo support economic policy and urban policy$500,000
Massachusetts Institute of Technology
77 Massachusetts AvenueCambridgeMA021394307N/APCTo support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program$50,000
Massachusetts Institute of Technology
77 Massachusetts AvenueCambridgeMA021394307N/APCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$50,000
Mercatus Center Inc
3434 Washington Blvd 4th FloorArlingtonVA22201N/APCTo support a free enterprise conference$175,000
Meta House
2625 N Weil StreetMilwaukeeWI53212N/APCTo support general operations$15,000
Middle Resolution Policy Foundation Inc
8101 Vanguard DrMechanicsvilleVA231114598N/APCTo support the Virginia Education Opportunity Alliance$125,000
Millennial Debt Foundation
401 Chestnut Street Suite 226ChattanoogaTN374024937N/APCTo support general operations$200,000
Milwaukee Chamber Theatre Ltd
158 North BroadwayMilwaukeeWI53202N/APCTo support general operations$20,000
Milwaukee Christian Center Inc
807 S 14th StreetMilwaukeeWI53204N/APCTo support general operations and the Milwaukee Violence Free Zone Initiative$125,000
Milwaukee Community Business Collaborative
2153 N MLK Drive PO Box 12360 Ste 1MilwaukeeWI53212N/APCTo support general operations$100,000100
Milwaukee County Historical Society
910 N Dr Martin Luther King Jr DrMilwaukeeWI53203N/APCTo support general operations$30,000
Milwaukee County War Memorial Inc
750 North Lincoln Memorial DriveMilwaukeeWI53202N/APCTo support general operations$40,000
Milwaukee Homeless Veterans Initiative Inc
PO Box 14575West AllisWI53214N/APCTo support general operations$30,000
Milwaukee Institute of Art and Design Inc
273 East Erie StreetMilwaukeeWI53202N/APCTo support general operations$150,000
Milwaukee Public Library Foundation Inc
814 West Wisconsin AvenueMilwaukeeWI53233N/APCTo support general operations$90,000
Milwaukee Public Museum Inc
800 West Wells StreetMilwaukeeWI532331478N/APCTo support general operations$100,000
Milwaukee Rescue Mission
830 North 19th StreetMilwaukeeWI53233N/APCTo support general operations$30,000
Milwaukee Symphony Orchestra Inc
212 W Wisconsin AvenueMilwaukeeWI53203N/APCTo support general operations$300,000
Milwaukee Youth Symphony Orchestra Inc
325 West Walnut StreetMilwaukeeWI53212N/APCTo support general operations$35,000
Milwaukee Youth Theatre Inc
820 E Knapp StMilwaukeeWI532022718N/APCTo support general operations$10,000
Mindful Group
11700 W Lake Park DrMilwaukeeWI53224N/APCTo support general operations$200,000
Mississippi Center for Public Policy
520 George StJacksonMS392023013N/APCTo support general operations$75,000
MKE Urban Stables Inc
c/o Reinhart Boerner Van Deuren scMilwaukeeWI53202N/APCTo support the Horses 4 Heroes program$50,0001000 North Water Street Suite 1700
MKE Urban Stables Inc
c/o Reinhart Boerner Van Deuren scMilwaukeeWI53202N/APCTo support general operations$1,5001000 North Water Street Suite 1700
Montana Community Choice Schools Commission
46 N Last Chance Gulch Suite 2BHelenaMT59601N/AGOVTo support general operations$300,000
Mount Vernon Ladies Association
c/o PO Box 110Mount VernonVA22121N/APCTo support the George Washington Teacher Institute$200,000
Moving Picture Institute
375 Greenwich StreetNew YorkNY10013N/APCTo support general operations$100,000
Napa Institute Legal Foundation
2532 Dupont DriveIrvineCA92612N/APCTo support a legal fellowship$10,000
Napa Institute Legal Foundation
2532 Dupont DriveIrvineCA92612N/APCTo support general operations$25,000
National Association of Scholars
13 W 36th St 4th FloorNew YorkNY10018N/APCTo support general operations$121,000
National Bureau of Economic Research Inc
1050 Massachusetts Avenue 3rd FlooCambridgeMA021385398N/APCTo support the Summer Institute and Economic Policy Research$120,000
National Microschooling Center
376 East Warm Springs Road Suite 25Las VegasNV89119N/APCTo support general operations$150,0005
National Review Institute
19 West 44th Street Suite 1701New YorkNY10036N/APCTo support the Capital Matters initiative and the Thomas L. Rhodes Journalism Fellowship$338,500
National Right to Work Legal Defense & Education Foundation Inc
8001 Braddock RoadSpringfieldVA22160N/APCTo support general operations$100,000
National Taxpayers Union Foundation
122 C St NW Suite 700WashingtonDC20001N/APCTo support general operations$300,000
Network of Enlightened Women
1360 East Capitol Street NEWashingtonDC20003N/APCTo support general operations$75,000
Neu-Life Community Development Inc
2014 West North AvenueMilwaukeeWI53205N/APCTo support a capital campaign$100,000
Neu-Life Community Development Inc
2014 West North AvenueMilwaukeeWI53205N/APCTo support general operations$195,000
New Civil Liberties Alliance
4250 N Fairfax Drive Suite 300ArlingtonVA22203N/APCTo support general operations$450,000
New Creatures in Christ Outreach Ministry
2328 West Capitol DriveMilwaukeeWI53206N/APCTo support general operations$30,000
New Threads of Hope
3001 N 112th StreetWauwatosaWI53222N/APCTo support general operations$35,000
New York University
Office of Sponsored Programs 665 BrNew YorkNY100122331N/APCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$25,000oadway Suite 801
Notre Dame School of Milwaukee
2604 W Orchard StMilwaukeeWI53204N/APCTo support an expansion project$100,000
Ohio State University Foundation
1900 Kenny Road Dulles 106ColumbusOH432012399N/APCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$25,000
Oklahoma Council of Public Affairs Inc
1401 North Lincoln BlvdOklahoma CityOK73104N/APCTo support general operations$200,000
Optimist Theatre
2010 North 1st StreetMilwaukeeWI53212N/APCTo support Shakespeare in the Park$30,000
Our Community
PO Box 100392MilwaukeeWI532100392N/APCTo support general operations$15,000
Pabst Mansion Inc
2000 West Wisconsin AvenueMilwaukeeWI53233N/APCTo support general operations$25,000
Pabst Mansion Inc
2000 West Wisconsin AvenueMilwaukeeWI53233N/APCTo support a capital campaign$275,000
Pacific Legal Foundation
550 Capitol Mall Suite 1290SacramentoCA95814N/APCTo support a legal fellowship$10,000
Pacific Legal Foundation
550 Capitol Mall Suite 1290SacramentoCA95814N/APCTo support general operations$75,000
Pacific Research Institute for Public Policy
PO Box 60485PasadenaCA91116N/APCTo support general operations$75,000
Paideia Institute for Humanistic Study
75 Varick St 11th FloorNew YorkNY100131917N/APCTo support general operations$100,000
Paragon Health Institute
4201 Wilson Boulevard Suite 0805ArlingtonVA22203N/APCTo support general operations$150,000
Parent Choice Inc
10427 W Lincoln Ave Suite 1800West AllisWI53227N/APCTo support general operations$250,000
Pelican Institute for Public Policy
400 Poydras St Ste 900New OrleansLA701303738N/APCTo support general operations$100,000
People United for Privacy Foundation
PO Box 6282GlendaleAZ853126282N/APCTo support general operations$100,000
Philanthropy Roundtable
1120 20th Street NW Suite 400NWashingtonDC20036N/APCTo support general operations$400,000
Phoenix Multisport Inc
2239 Champa StDenverCO802052531N/APCTo support general operations$150,000
Pioneer Institute Inc
185 Devonshire St Ste 1101BostonMA021101409N/APCTo support general operations$50,000
Pioneer Institute Inc
185 Devonshire St Ste 1101BostonMA021101409N/APCTo support a legal fellowship$10,000
President and Fellows of Harvard College
1033 Massachusetts Avenue 5th FloorCambridgeMA02138N/APCTo support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program$75,000
Prism Economic Development Corporation
3725 N Sherman BlvdMilwaukeeWI532163074N/APCTo support general operations$50,000
Public Interest Legal Foundation Inc
107 South West Street Suite 700AlexandriaVA22314N/APCTo support a legal fellowship$10,000
Public Interest Legal Foundation Inc
107 South West Street Suite 700AlexandriaVA22314N/APCTo support general operations$350,000
Purdue Research Foundation
1281 Win Hentschel BlvdWest LafayetteIN479064335N/APCTo support the Mitchell E. Daniels School of Business Cornerstone for Business Program$200,000
Racine Literacy Council Inc
734 Lake AveRacineWI534031208N/APCTo support general operations$75,000
Racine Vocational Ministry Inc
214 Seventh StreetRacineWI53403N/APCTo support the Second Chance Prison Reentry Program$65,000
Rawhide Inc
E7475 Rawhide RoadNew LondonWI549619052N/APCTo support general operations$100,000
Read Wisconsin Inc
1872 Mimosa LnNeenahWI549569434N/APCTo support general operations$100,000
Real Clear Foundation
1747 Pennsylvania Ave NW 1000WashingtonDC200064693N/APCTo support general operations$250,000
Rector & Visitors of the University of Virginia
Office of Sponsored Programs PO BoxCharlottesvilleVA229044195N/APCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$75,000400195
Reformers Academy
11 Thomas Burgin PkwyQuincyMA021694245N/APCTo support general operations$125,000
Regina Caeli Inc
1565 Holcomb Bridge RoadRoswellGA300760000N/APCTo support hybrid homeschool expansion$150,000
Religious Freedom Institute Inc
316 Pennsylvania Avenue SE Suite 5WashingtonDC20003N/APCTo support general operations$100,000
Risen Savior Evangelical Lutheran Church and School
9550 West Brown Deer RoadMilwaukeeWI53224N/APCTo support outreach ministries$60,000
Rochester Institute of Technology
Office of the President One Lomb MeRochesterNY14623N/APCTo support the Center for Statesmanship, Law, and Liberty$150,000morial Drive
Rocketship Education Wisconsin Inc
350 Twin Dolphin Dr Ste 109Redwood CityCA940651458N/APCTo support a special education program$50,000
Ronald McDonald House Charities of Eastern Wisconsin Inc
8948 Watertown Plank RoadWauwatosaWI532264802N/APCTo support general operations$2,000
Running Rebels Community Organization Inc
225 W Capitol DriveMilwaukeeWI53212N/APCTo support general operations$200,000
Russell Kirk Center for Cultural Renewal
PO Box 4MecostaMI49332N/APCTo support general operations$75,000
Ryan Foundation
203 Pickwick RoadHavertownPA19083N/APCTo support general operations$1,000
Sacred Heart Catholic Church
722 North Springfield StreetVirdenIL62690N/APCTo support general operations$500
Sagamore Institute
PO Box 301076IndianapolisIN46230N/APCTo support the Secretaries' Innovation Group$325,000
Salient of Harvard College
14 Arrow StCambridgeMA021385106N/APCTo support general operations$50,000
SecureFutures
710 N Plankinton Ave Suite 1400MilwaukeeWI53203N/APCTo support the Money Coach program$15,000
Serenity Inns Inc
PO Box 26887MilwaukeeWI532266887N/APCTo support general operations$75,000
Seton Catholic Schools Inc
3501 South Lake DriveMilwaukeeWI532070912N/APCTo support a capital campaign$250,000
Seton Catholic Schools Inc
3501 South Lake DriveMilwaukeeWI532070912N/APCTo support general operations$150,000
Sherman Phoenix Foundation Inc
3536 W Fond du Lac AveMilwaukeeWI532163737N/APCTo support general operations$50,000
Skylight Music Theatre Corp
158 North BroadwayMilwaukeeWI53202N/APCTo support general operations$75,000
SMS Research Foundation
18620 SW 39th StMiramarFL33029N/APCTo support general operations$10,000
Sovereign Military Hospitaller Order Of St John Of Jerusalem Of
1011 1st AvenueNew YorkNY10022N/APCTo support general operations$2,000
St Mary Oratory Institute of Christ the King
c/o Saint Stanislaus Church 524 W HMilwaukeeWI53204N/APCTo support general operations$500istoric Mitchell Street
St Marcus Lutheran Church and School
2215 North Palmer StreetMilwaukeeWI53212N/APCTo support general operations$100,000
St Thomas More High School
2601 East Morgan AvenueMilwaukeeWI53207N/APCTo support general operations$50,000
Stanford Univ Board of Trustees of the Leland Stanford Junior Univ
Building 200 Room 246StanfordCA943052024N/APCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$100,000
State Financial Officers Foundation Inc
13851 W 63rd St Ste 405ShawneeKS662163800N/APCTo support general operations$500,000
State Policy Network
1655 N Fort Myer Drive Suite 360ArlingtonVA22209N/APCTo support general operations$200,000
Steele Family Foundation
24811 N 90th WayScottsdaleAZ852550003N/APCTo support a documentary$200,000
Stem Academy Inc
17145 W Bluemound Road Suite J241BrookfieldWI530055947N/APCTo support general operations$250,000
Strong Towns
1001 Kingwood Street Studio 116BrainerdMN56401N/APCTo support general operations$100,000
Student Free Press Association
PO Box 76HillsdaleMI49242N/APCTo support campus journalism programs$75,000
Summit Educational Association Inc
2201 South 7th Street 2nd FloorMilwaukeeWI53215N/APCTo support general operations$40,000
Tax Foundation
1325 G Street NW Suite 950WashingtonDC20005N/APCTo support general operations$150,000
Teen Challenge of Wisconsin Inc
PO Box 250771MilwaukeeWI53225N/APCTo support general operations$30,000
Teens Grow Greens Inc
322 E Michigan Street Suite 204MilwaukeeWI53202N/APCTo support general operations$40,000
Teneo Network
2606 W 8th StreetAustinTX78703N/APCTo support general operations$35,000
Texas Public Policy Foundation
901 Congress AvenueAustinTX78701N/APCTo support general operations$100,000
The American Spectator Foundation Inc
122 S Royal StreetArlingtonVA22314N/APCTo support general operations$50,000
The Berkeley Institute
2134 Allston WayBerkeleyCA94704N/APCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$25,000
The Bible Project
3517 NE 9th AvePortlandOR97212N/APCTo support general operations$750
The Board of Regents of the University of Wisconsin System
Research Sponsored Programs 21 N PaMadisonWI537151218N/AGOVTo support the Center for Research on the Wisconsin Economy$275,000rk St Suite 6401
The Board of Regents of the University of Wisconsin System
Research Sponsored Programs 21 N PaMadisonWI537151218N/AGOVTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$25,000rk St Suite 6401
The Board of Trustees of the Leland Stanford Junior University
Stanford University 434 Galvez MallStanfordCA943056003N/APCTo support a conference$100,000
The Board of Trustees of the Leland Stanford Junior University
Stanford University 434 Galvez MallStanfordCA943056003N/APCTo support the Economic Policy Working Group$300,000
The Board of Trustees of the Leland Stanford Junior University
Stanford University 434 Galvez MallStanfordCA943056003N/APCTo support the Monetary Policy in Practice Project$300,000
The Board of Trustees of the Leland Stanford Junior University
Stanford University 434 Galvez MallStanfordCA943056003N/APCTo support the Role of Military History in Contemporary Conflict Working Group$300,000
The Board of Trustees of the Leland Stanford Junior University
Stanford University 434 Galvez MallStanfordCA943056003N/APCTo support Uncommon Knowledge$150,000
The Buckeye Institute
88 East Broad Street Suite 1300ColumbusOH43215N/APCTo support general operations$350,000
The Caroline D Bradley Association of Scholars
569 S Marengo AvenuePasadenaCA91101N/APCTo support the Caroline D. Bradley Scholarship program$6,620,000
The Commonwealth Foundation for Public Policy Alternatives
225 State Street Suite 302HarrisburgPA17101N/APCTo support general operations$200,000
The Fairness Center Inc
500 N Third Street Suite 600BHarrisburgPA17101N/APCTo support general operations$200,000
The Federalist Society for Law and Public Policy Studies
1776 I Street NW Suite 300WashingtonDC20006N/APCTo support general operations$400,000
The Foundation for Research on Equal Opportunity
201 W 5th St Ste 1100AustinTX787010060N/APCTo support general operations$100,000
The Fund for American Studies
1706 New Hampshire Avenue NWWashingtonDC20009N/APCTo support education programs in journalism and free enterprise$275,000
The George Washington University
1922 F Street NW 4th Floor Office oWashingtonDC20052N/APCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$25,000f the Vice Provost for Rese
The James Madison Institute for Public Policy Studies
The Columns 100 North Duval StreetTallahasseeFL32301N/APCTo support general operations$240,000
The James Wilson Institute for Natural Rights and the American Fo
124 S West Street Suite 200AlexandriaVA22314N/APCTo support Law School Seminars and the James Wilson Fellowship Program$40,000
The John Locke Foundation
4800 Six Forks Road Suite 220RaleighNC27601N/APCTo support the First in Freedom project$50,000
The Lamb Center
3160 Campbell DriveFairfaxVA22031N/APCTo support general operations$2,500
The Maine Heritage Policy Center
PO Box 7829PortlandME041127829N/APCTo support general operations$50,000
The Milwaukee Ballet Company Inc
128 N Jackson StreetMilwaukeeWI53202N/APCTo support general operations$100,000
The Philadelphia Society
2000 Madison Avenue SEGrand RapidsMI49507N/APCTo support general operations$65,000
The Reason Foundation
5737 Mesmer AvenueLos AngelesCA902306316N/APCTo support the Pension Integrity Project$125,000
The Reason Foundation
5737 Mesmer AvenueLos AngelesCA902306316N/APCTo support the Classical Liberalism Project$100,000
The Steamboat Institute
PO Box 776049Steamboat SpringsCO80477N/APCTo support general operations$165,000
The William J Seymour Institute for Black Church and Policy Studies
Ella J Baker House 411 Washington SBostonMA02124N/APCTo support a conference on religious freedom$50,000treet
The Womens Center Inc
505 North East AvenueWaukeshaWI53186N/APCTo support general operations$8,000
The Yankee Institute for Public Policy Studies Inc
216 Main StreetHartfordCT06106N/APCTo support workplace freedom efforts$50,000
Thehopeline Inc
220 Town Center Parkway Suite 110Spring HillTN37174N/APCTo support general operations$1,000
Thrive for Life Prison Project Inc
30 W 16th StNew YorkNY100116302N/APCTo support start-up operations$75,000
TransCenter for Youth Inc
1749 N 16th StreetMilwaukeeWI53205N/APCTo support general operations$75,000
Troy University
Manuel H Johnson Center Sorrell ColTroyAL36082N/AGOVTo support the Manuel H. Johnson Center for Political Economy and Free Enterprise Scholars$100,000lege of Business
Trustees of Columbia University in the City of New York
535 W 116th St 109 Low LibraryNew YorkNY10027N/APCTo support the Galileo Center at Columbia Law School$60,000
Trustees of Princeton University
James Madison Program 83 Prospect APrincetonNJ08540N/APCTo support the James Madison Program$120,000ve
Trustees of the University of Pennsylvania
3733 Spruce Street 344 Vance HallPhiladelphiaPA191046360N/APCTo support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program$50,000
Trustees of the University of Pennsylvania
3733 Spruce Street 344 Vance HallPhiladelphiaPA191046360N/APCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$50,000
Trustees of Tufts College
Packard HallMedfordMA02155N/APCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$50,000
Unity in Motion
PO Box 511131MilwaukeeWI53203N/APCTo support general operations$25,000
University of Chicago
5801 South Ellis AvenueChicagoIL606375418N/APCTo support the 2022-2023 Bradley Graduate and Post-Graduate Fellowship Program$25,000
University of Chicago
5801 South Ellis AvenueChicagoIL606375418N/APCTo support the 2023-2024 Bradley Graduate and Post-Graduate Fellowship Program$75,000
University of Chicago
5801 South Ellis AvenueChicagoIL606375418N/APCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$50,000
University of Chicago
5801 South Ellis AvenueChicagoIL606375418N/APCTo support the George J. Stigler Center$175,000
University of Louisville
3901 S Third Street Ekstrom LibraryLouisvilleKY40292N/AGOVTo support the McConnell Center's programs$100,000
University of Notre Dame Du Lac
400 Main BuildingNotre DameIN46556N/APCTo support the Notre Dame Law School's Religious Liberty Moot Court$11,000
University of Notre Dame Du Lac
400 Main BuildingNotre DameIN46556N/APCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$50,000
University of Notre Dame Du Lac
400 Main BuildingNotre DameIN46556N/APCTo support programs in the Mendoza College of Business$125,000
University of Wisconsin Green Bay Foundation Inc
2420 Nicolet Drive CL 805Green BayWI543117001N/APCTo support a lecture series$100,000
Upper Midwest Law Center
12600 Whitewater Dr Suite 140MinnetonkaMN55343N/APCTo support general operations$75,000
Upper Midwest Law Center
12600 Whitewater Dr Suite 140MinnetonkaMN55343N/APCTo support a legal fellowship$10,000
UWM Foundation Inc
1440 East North AvenueMilwaukeeWI53202N/APCTo support the Bradley Distinguished Lecture Series$40,000
UWM Research Foundation Inc
1440 East North AvenueMilwaukeeWI53202N/APCTo support the Bradley Catalyst Program$200,000
Victims of Communism Memorial Foundation
900 15th Street NWWashingtonDC20005N/APCTo support general operations$77,500
Virginia Institute for Public Policy
PO Box 76LexingtonVA24450N/APCTo support general operations$150,000
VMTS Education Inc
137 Montague Street 132BrooklynNY11201N/APCTo support general operations$250,000
Walnut Way Conservation Corp
2240 North 17th StreetMilwaukeeWI53205N/APCTo support general operations$80,000
Wisconsin Conservatory of Music Inc
1584 North Prospect AvenueMilwaukeeWI532026501N/APCTo support general operations$50,000
Wisconsin Historical Foundation
PO Box 260050MadisonWI537060050N/APCTo support Early American History resources, programs, and lectures$40,000
Wisconsin Historical Foundation
PO Box 260050MadisonWI537060050N/APCTo support a capital campaign$100,000
Wisconsin Independent Charter School Advocates Inc
116 E Lake StreetLake MillsWI53551N/APCTo support general operations$50,000
Wisconsin Independent Christian Schools
3450 Vinland StOshkoshWI549011122N/APCTo support school expansion$100,000
Wisconsin Inmate Education Association Inc
PO Box 684BrookfieldWI53008N/APCTo support the prison seminary program$75,000
Wisconsin Institute for Law and Liberty Inc
330 E Kilbourn Ave Ste 725MilwaukeeWI532023141N/APCTo support general operations$750,000
Wisconsin Lutheran Child & Family Service Inc
W175 N11120 Stonewood DriveGermantownWI53022N/APCTo support the Milwaukee Youth Counseling Initiative$200,000
Wisconsin Lutheran High School
330 North Glenview AvenueMilwaukeeWI532133379N/APCTo support general operations$60,000
Wisconsin Veterans Network Inc
6317 West Greenfield AvenueWest AllisWI53214N/APCTo support general operations$100,000
Witherspoon Institute Inc
16 Stockton StreetPrincetonNJ08542N/APCTo support general operations$10,000
Witherspoon Institute Inc
16 Stockton StreetPrincetonNJ08542N/APCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$75,000
Witherspoon Institute Inc
16 Stockton StreetPrincetonNJ08542N/APCTo support academic programs$100,000
Worldwide Friends Foundation
1115 Broadway 11th FloorNew YorkNY10010N/APCTo support general operations$10,000
Yeshiva Elementary School
5115 West Keefe AvenueMilwaukeeWI53216N/APCTo support general operations$30,000
Young America's Foundation
11480 Commerce Park Drive Sixth FlRestonVA20191N/APCTo support general operations$200,000
Young Voices
1701 Rhode Island Ave NWWashingtonDC20036N/APCTo support general operations$35,000
Zoological Society of Milwaukee County
10005 West Bluemound RoadMilwaukeeWI53226N/APCTo support general operations$150,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$56,482,360TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Arizona State University
PO Box 2260TempeAZ852872001PCTo support the Center for American Institutions$150,000
Aurora Health Care Foundation
950 N 12th Street A511MilwaukeeWI53233PCTo support the Healing Center$25,000
Boston College
Jesuit CommunityChestnut HillMA024673802PCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$25,000
Bradley Impact Fund
1400 North Water StreetMilwaukeeWI53202PCTo support 2024 operations$3,360,000
Collateral Global
1350 Ave of the Americas Fl 2 SuiteNew YorkNY10019PCTo support Collateral Global$700,000266
College Possible Milwaukee
755 Prior Ave N Suite 210Saint PaulMN551041064PCTo support general operations$25,000
Columbia University
405 Fifth Avenue SouthNaplesFL34102PCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$25,000
David Horowitz Freedom Center
28494 Westinghouse Place Suite 212ValenciaCA91355PCTo support the work of Bruce Thornton$93,750
Donors Trust
1800 Diagonal Road Suite 280AlexandriaVA22314PCTo support the Galen Institute at Donors Trust$75,000
Encounter for Culture and Education
900 Broadway Suite 601New YorkNY100031239PCTo support Encounter Books for 2025$1,000,000
George Mason University Foundation
4400 University Dr Merten Hall MS NFairfaxVA22030PCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$25,0001A3
Georgetown University
Office of Gift Administration 2115WashingtonDC20007PCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$25,000Wisconsin Ave NW Suite 500
Harvard University
1033 Massachusetts Avenue 5th FloorCambridgeMA02138PCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$50,000
Hillsdale College
33 East College StreetHillsdaleMI49242PCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$25,000
Institute for Humane Studies
PO Box 70872CharlotteNC282720872PCTo support general operations$125,000
La Union de Padres
563 N Fairview StSanta AnaCA927031806PCTo support general operations$25,000
Lutheran High School Association of Greater Milwaukee
10427 W Lincoln Ave 1300West AllisWI53227PCTo support a capital campaign$300,000
Milwaukee Academy of Science
2000 West Kilbourn AvenueMilwaukeeWI53233PCTo support general operations$150,000
Milwaukee Academy of Science
2000 West Kilbourn AvenueMilwaukeeWI53233PCTo support school expansion$300,000
National Center on Sexual Exploitation
1201 F Street NW Suite 200WashingtonDC20004PCTo support general operations$50,000
New York University
655 Broadway Suite 801New YorkNY100122331PCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$25,000
The Caroline D Bradley Association of Scholars
569 S Marengo AvenuePasadenaCA91101PCTo support the Caroline D. Bradley Scholarship program$6,340,000
University of Chicago
5801 South Ellis AvenueChicagoIL606375418PCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$100,000
University of Pennsylvania
3733 Spruce Street 344 Vance HallPhiladelphiaPA191046360PCTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$50,000
The Board of Regents of the University of Wisconsin System
21 N Park St Suite 6401MadisonWI537151218GOVTo support the 2024-2025 Bradley Graduate and Post-Graduate Fellowship Program$50,000
The Board of Regents of the University of Wisconsin System
21 N Park St Suite 6401MadisonWI537151218GOVTo support the Center for Research on the Wisconsin Economy$275,000
The Board of Regents of the University of Wisconsin System
21 N Park St Suite 6401MadisonWI537151218GOVTo support the Center for the Study of the American Constitution$170,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$13,563,750TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,811,805ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business901101BusinessCd
Unrelated Business Taxbl Incm-$2,053UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$48,921,026ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOther IncomeDesc
Business901101BusinessCd
Unrelated Business Taxbl Incm-$47,015UnrelatedBusinessTaxblIncmAmt
Exclusion1ExclusionCd
Exclusion$307,684ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$49,068UnrelatedBusinessTaxblIncmAmt
Exclusion$61,040,515ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$60,991,447TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Quandt Berndt & Company, LLC$22,041$20,029
Grant Thornton$92,088$50,493$56,995

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyDepreciationPropertyDesc
Cost Or Other Basis$1,708,790CostOrOtherBasisAmt
Computation MethodStraight LineComputationMethodTxt
Life13.0LifeRt
Current Year Expense$208,212CurrentYearExpenseAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Collateral GlobalBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line171-75 Shelton StreetAddressLine1Txt
CityLondonCityNm
CountryUKCountryCd
Foreign PostalWC2H9JQForeignPostalCd
FieldValueIRS element (for citing)
Grant2024-08-27GrantDt
Grant$250,000GrantAmt
Purpose Of GrantCharitable SupportPurposeOfGrantTxt
Expended By Grantee$0ExpendedByGranteeAmt
Any Diversion By GranteeNoAnyDiversionByGranteeTxt
Results Of VerificationGrant has not been expended as of 12/31/2024. Final reporting to be received in 2025.ResultsOfVerificationTxt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
How AcquiredPHowAcquiredTxt
Gross Sales Price$278,036,662GrossSalesPriceAmt
Basis$229,117,689BasisAmt
Total Net$48,918,973TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (314 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AAR CORP$167,723$167,723
ABB LTD$3,504,240$3,504,240
ADIDAS AG
ADOBE INC
ADVANCED ENERGY INDUSTRIES INC$340,415$340,415
AGCO CORP$196,308$196,308
AGILENT TECHNOLOGIES INC
AGILYSYS INC$453,873$453,873
AIR PRODUCTS AND CHEMICALS INC
ALIBABA GROUP HOLDING LTD$1,887,065$1,887,065
ALIMENTATION COUCHE-TARD INC$1,418,020$1,418,020
ALLEGIANT TRAVEL CO$206,123$206,123
ALLEGION PLC$1,832,395$1,832,395
ALPHABET INC$8,070,238$8,070,238
ALTERYX INC
AMAZON.COM INC$5,431,438$5,431,438
AMERIS BANCORP$367,474$367,474
AMETEK INC$55,881$55,881
AMPHENOL CORP$934,728$934,728
ANHUI CONCH CEMENT CO LTD$302,371$302,371
AON PLC
APOLLO GLOBAL MANAGEMENT INC$477,147$477,147
APPLE INC$4,176,004$4,176,004
APPLIED MATERIALS INC
ARAMARK$3,999,296$3,999,296
ARCH CAPITAL GROUP LTD$3,731,494$3,731,494
ARES MANAGEMENT CORP$612,701$612,701
ARGENX SE
ARTHUR J GALLAGHER & CO$452,741$452,741
ASHLAND INC$912,902$912,902
ASML HOLDING NV$465,750$465,750
ASSOCIATED BRITISH FOODS PLC$1,256,606$1,256,606
ATLANTA BRAVES HOLDINGS INC$869,420$869,420
ATLASSIAN CORP$560,261$560,261
AUTODESK INC$906,218$906,218
AVERY DENNISON CORP$3,872,468$3,872,468
AXALTA COATING SYSTEMS LTD$708,354$708,354
AXONICS INC
AZEK CO INC/THE$202,412$202,412
AZENTA INC$294,050$294,050
BADGER METER INC$115,818$115,818
BARRY CALLEBAUT AG$1,177,097$1,177,097
BAYER AG
BECTON DICKINSON & CO
BERKELEY GROUP HOLDINGS PLC$679,073$679,073
BERKSHIRE HATHAWAY INC$4,797,062$4,797,062
BERRY GLOBAL GROUP INC$195,691$195,691
BIO-TECHNE CORP$513,142$513,142
BLACKLINE INC$269,228$269,228
BLACKROCK INC$2,238,840$2,238,840
BLOCK INC$226,073$226,073
BOOKING HOLDINGS INC$5,201,936$5,201,936
BOSTON SCIENTIFIC CORP$1,061,211$1,061,211
BRENNTAG SE$1,635,200$1,635,200
BROADCOM INC$432,613$432,613
BWX TECHNOLOGIES INC$897,581$897,581
CACI INTERNATIONAL INC$298,196$298,196
CADENCE BANK$397,450$397,450
CADENCE DESIGN SYSTEMS INC$488,248$488,248
CANADIAN PACIFIC RAILWAY LTD
CAPGEMINI SE$808,832$808,832
CARLISLE COS INC$1,959,278$1,959,278
CARMAX INC$3,457,303$3,457,303
CARRIER GLOBAL CORP$3,438,051$3,438,051
CARTER'S INC
CASELLA WASTE SYSTEMS INC$479,425$479,425
CASEY'S GENERAL STORES INC$385,136$385,136
CCC INTELLIGENT SOLUTIONS HOLD$313,343$313,343
CDW CORP/DE$2,002,678$2,002,678
CHARLES SCHWAB CORP/THE$5,454,907$5,454,907
CHEMED CORP$260,132$260,132
CHENIERE ENERGY INC$545,985$545,985
CHIPOTLE MEXICAN GRILL INC$374,101$374,101
CHOICE HOTELS INTERNATIONAL IN
CHORD ENERGY CORP$245,298$245,298
CHURCHILL DOWNS INC$398,750$398,750
CIE FINANCIERE RICHEMONT SA$1,660,734$1,660,734
CIENA CORP
CIVITAS RESOURCES INC$293,018$293,018
CME GROUP INC
CNH INDUSTRIAL NV$667,299$667,299
COCA-COLA CONSOLIDATED INC$183,959$183,959
COLGATE-PALMOLIVE CO$315,912$315,912
COLUMBIA SPORTSWEAR CO$318,774$318,774
COMPASS GROUP PLC$2,176,496$2,176,496
COMPASS MINERALS INTERNATIONAL
COSTAR GROUP INC$297,958$297,958
CRANE CO$479,378$479,378
CRANE NXT CO$324,751$324,751
CROWDSTRIKE HOLDINGS INC$116,677$116,677
CSX CORP$2,762,022$2,762,022
DANAHER CORP$586,271$586,271
DANONE SA$3,619,602$3,619,602
DATADOG INC$304,641$304,641
DESCARTES SYSTEMS GROUP INC/TH$690,688$690,688
DEVON ENERGY CORP$203,450$203,450
DIAGEO PLC$831,260$831,260
DOLLAR GENERAL CORP
DOLLAR TREE INC$1,661,045$1,661,045
DONNELLEY FINANCIAL SOLUTIONS$225,828$225,828
DSM-FIRMENICH AG$596,914$596,914
DUN & BRADSTREET HOLDINGS INC$1,027,950$1,027,950
EAGLE MATERIALS INC$307,956$307,956
EATON CORP PLC$1,080,901$1,080,901
ECOVYST INC$664,680$664,680
ELANCO ANIMAL HEALTH INC$1,215,844$1,215,844
ELEMENT SOLUTIONS INC$437,777$437,777
ELI LILLY & CO$755,016$755,016
EMCOR GROUP INC$248,283$248,283
ENCOMPASS HEALTH CORP$292,380$292,380
ENERSYS
ENPRO INC$509,072$509,072
ENSIGN GROUP INC/THE$451,060$451,060
ENVISTA HOLDINGS CORP$613,422$613,422
EQUITY COMMONWEALTH
ESTEE LAUDER COS INC/THE
FERGUSON ENTERPRISES INC$4,057,546$4,057,546
FERGUSON PLC
FIRST INDUSTRIAL REALTY TRUST$303,537$303,537
FISERV INC$456,238$456,238
FIVE BELOW INC
FIVE9 INC$175,727$175,727
FORWARD AIR CORP
FOX FACTORY HOLDING CORP$97,681$97,681
FRESENIUS MEDICAL CARE AG$2,893,437$2,893,437
GARMIN LTD$2,145,310$2,145,310
GARTNER INC$527,588$527,588
GE AEROSPACE$589,102$589,102
GE VERNOVA INC$452,937$452,937
GENTEX CORP$254,720$254,720
GILDAN ACTIVEWEAR INC$398,372$398,372
GLACIER BANCORP INC$364,497$364,497
GLOBANT SA$380,381$380,381
GLOBUS MEDICAL INC$487,493$487,493
GOLDMAN SACHS GROUP INC/THE$405,415$405,415
GRAPHIC PACKAGING HOLDING CO$1,098,160$1,098,160
GRIFFON CORP$388,920$388,920
GROUPE BRUXELLES LAMBERT NV$749,663$749,663
GROUPE BRUXELLES LAMBERT SA
GRUMA SAB DE CV$401,326$401,326
GUIDEWIRE SOFTWARE INC$122,726$122,726
HAIN CELESTIAL GROUP INC/THE
HALOZYME THERAPEUTICS INC$286,095$286,095
HARLEY-DAVIDSON INC
HENGAN INTERNATIONAL GROUP CO
HESS CORP
HILTON WORLDWIDE HOLDINGS INC$864,813$864,813
HOLCIM AG$1,899,700$1,899,700
HOWMET AEROSPACE INC$751,044$751,044
HSBC BANK PLC$1,428,230$1,428,230
HUB GROUP INC$392,440$392,440
HUNTSMAN CORP
ICON PLC
INCHCAPE PLC
INFINERA CORP
INGEVITY CORP$190,425$190,425
INGREDION INC$388,469$388,469
INSTALLED BUILDING PRODUCTS IN
INSULET CORP$311,718$311,718
INTEGRA LIFESCIENCES HOLDINGS
INTER PARFUMS INC$240,795$240,795
INTUIT INC$585,134$585,134
INTUITIVE SURGICAL INC$612,781$612,781
IRHYTHM TECHNOLOGIES INC$249,410$249,410
ITT INC$553,374$553,374
J & J SNACK FOODS CORP$162,576$162,576
KADANT INC$242,183$242,183
KBR INC$380,426$380,426
KKR & CO INC$1,292,585$1,292,585
KLA CORP$251,418$251,418
KONINKLIJKE PHILIPS NV$5,335,150$5,335,150
LAM RESEARCH CORP$72,880$72,880
LAS VEGAS SANDS CORP
LEMAITRE VASCULAR INC$233,391$233,391
LIBERTY GLOBAL LTD
LINDE PLC$639,309$639,309
LIONS GATE ENTERTAINMENT CORP$981,500$981,500
LIONSGATE STUDIOS CORP$142,880$142,880
LITTELFUSE INC$253,088$253,088
LIVENT CORP
LLOYDS BANKING GROUP PLC$1,637,592$1,637,592
LULULEMON ATHLETICA INC
LVMH MOET HENNESSY LOUIS VUITT$152,012$152,012
MADISON SQUARE GARDEN SPORTS C$1,015,560$1,015,560
MANHATTAN ASSOCIATES INC$257,268$257,268
MARTIN MARIETTA MATERIALS INC
MARVELL TECHNOLOGY INC$463,338$463,338
MASCO CORP$3,662,535$3,662,535
MASTERCARD INC$2,324,807$2,324,807
MATADOR RESOURCES CO$512,022$512,022
MATERION CORP$319,580$319,580
MAXIMUS INC
MEDPACE HOLDINGS INC$166,115$166,115
META PLATFORMS INC$4,457,488$4,457,488
MICROCHIP TECHNOLOGY INC$1,884,750$1,884,750
MICRON TECHNOLOGY INC$1,871,887$1,871,887
MICROSOFT CORP$7,947,804$7,947,804
MKS INSTRUMENTS INC$958,822$958,822
MODEL N INC
MODINE MANUFACTURING CO$223,513$223,513
MOHAWK INDUSTRIES INC$553,955$553,955
MOODY'S CORP$307,217$307,217
MSCI INC$366,006$366,006
NAVER CORP$723,507$723,507
NCINO INC$205,845$205,845
NCR VOYIX CORP$1,014,472$1,014,472
NEOGEN CORP$660,416$660,416
NETFLIX INC$949,256$949,256
NEXTERA ENERGY INC$113,485$113,485
NINTENDO CO LTD$306,521$306,521
NOKIA OYJ$1,378,903$1,378,903
NORTHERN TRUST CORP
NOVARTIS AG$2,890,861$2,890,861
NVIDIA CORP$5,843,629$5,843,629
OMNICOM GROUP INC
ONTO INNOVATION INC$221,171$221,171
O'REILLY AUTOMOTIVE INC$2,535,240$2,535,240
PEARSON PLC$1,183,117$1,183,117
PENN ENTERTAINMENT INC$860,188$860,188
PHILIP MORRIS INTERNATIONAL IN$656,509$656,509
PLUXEE NV$565,869$565,869
PROGRESSIVE CORP/THE$3,331,298$3,331,298
PURE STORAGE INC
Q2 HOLDINGS INC$468,727$468,727
QUEST DIAGNOSTICS INC$3,052,200$3,052,200
QUIDELORTHO CORP
RAMBUS INC
RAPID7 INC$969,543$969,543
RBC BEARINGS INC$493,880$493,880
REGAL REXNORD CORP$253,638$253,638
REGENERON PHARMACEUTICALS INC
RELX PLC$2,268,480$2,268,480
REPLIGEN CORP$381,153$381,153
REV GROUP INC$446,658$446,658
ROCKWELL AUTOMATION INC
RUSH ENTERPRISES INC$464,345$464,345
RYANAIR HOLDINGS PLC$143,286$143,286
SAFRAN SA$2,175,211$2,175,211
SALESFORCE INC$736,529$736,529
SAMSUNG C&T CORP$257,884$257,884
SAMSUNG ELECTRONICS CO LTD$3,277,619$3,277,619
SANDOZ GROUP AG
SAP SE
SCHLUMBERGER LTD$1,019,077$1,019,077
SEACOAST BANKING CORP OF FLORI$363,258$363,258
SENSATA TECHNOLOGIES HOLDING P$1,326,215$1,326,215
SERVICENOW INC$995,453$995,453
SEVEN & I HOLDINGS CO LTD$844,893$844,893
SHERWIN-WILLIAMS CO/THE
SHOPIFY INC$265,825$265,825
SILGAN HOLDINGS INC$487,604$487,604
SILICON LABORATORIES INC$212,789$212,789
SIMPSON MANUFACTURING CO INC$225,197$225,197
SMITH & NEPHEW PLC$1,523,542$1,523,542
SODEXO EUR4$254,948$254,948
SODEXO SA$439,218$439,218
SODEXO SA-PF-2026$123,808$123,808
SONY GROUP CORP$3,374,068$3,374,068
SOUTHSTATE CORP$495,510$495,510
SPOTIFY TECHNOLOGY SA$888,049$888,049
SPX TECHNOLOGIES INC$293,805$293,805
STAG INDUSTRIAL INC$307,255$307,255
STANDEX INTERNATIONAL CORP
STERIS PLC
STEVEN MADDEN LTD$206,817$206,817
SUMMIT MATERIALS INC$562,014$562,014
SUNCOR ENERGY INC$1,606,265$1,606,265
SYNOPSYS INC$485,845$485,845
SYSCO CORP$3,034,468$3,034,468
TAIWAN SEMICONDUCTOR MANUFACTU$649,347$649,347
TAKE-TWO INTERACTIVE SOFTWARE$476,215$476,215
TELEFONICA BRASIL SA$299,916$299,916
TENABLE HOLDINGS INC$767,910$767,910
TESLA INC$2,370,137$2,370,137
TEXAS ROADHOUSE INC$475,433$475,433
THERMO FISHER SCIENTIFIC INC$783,466$783,466
TIMKEN CO/THE$179,995$179,995
TJX COS INC/THE$1,339,420$1,339,420
TOPGOLF CALLAWAY BRANDS CORP$694,824$694,824
TRANE TECHNOLOGIES PLC$469,813$469,813
TRANSUNION$695,881$695,881
TREEHOUSE FOODS INC
TRIP.COM GROUP LTD
TXNM ENERGY INC$250,767$250,767
UBER TECHNOLOGIES INC
UBS GROUP AG$2,751,275$2,751,275
UFP INDUSTRIES INC$255,378$255,378
UIPATH INC
ULTRA CLEAN HOLDINGS INC$945,485$945,485
UNILEVER PLC$6,697,390$6,697,390
UNITED BANKSHARES INC/WV$333,782$333,782
UNITED COMMUNITY BANKS INC/GA$338,156$338,156
UNITEDHEALTH GROUP INC$3,269,879$3,269,879
UNIVERSAL DISPLAY CORP
UNIVERSAL DISPLAY CORP$251,903$251,903
UNIVERSAL ELECTRONICS INC
UNIVERSAL MUSIC GROUP NV$936,589$936,589
URBAN OUTFITTERS INC
VAIL RESORTS INC
VALMONT INDUSTRIES INC$477,485$477,485
VAREX IMAGING CORP
VEEVA SYSTEMS INC$267,648$267,648
VERACYTE INC$289,832$289,832
VERICEL CORP$229,579$229,579
VERISK ANALYTICS INC$667,642$667,642
VERTEX PHARMACEUTICALS INC$629,017$629,017
VERTIV HOLDINGS CO$353,327$353,327
VICOR CORP
VISA INC$1,136,480$1,136,480
VISTRA CORP$458,004$458,004
VULCAN MATERIALS CO$755,485$755,485
WILLIS TOWERS WATSON PLC$2,028,229$2,028,229
WNS HOLDINGS LTD$210,886$210,886
ZOETIS INC

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (130 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Commingled LP #1FMV$52,071,772$52,071,772
Commingled LP #10FMV$12,950,147$12,950,147
Commingled LP #11FMV$20,092,649$20,092,649
Commingled LP #2FMV$25,073,405$25,073,405
Commingled LP #3FMV
Commingled LP #4FMV
Commingled LP #5FMV$29,515,700$29,515,700
Commingled LP #6FMV$45,153,100$45,153,100
Commingled LP #7FMV$26,099,168$26,099,168
Commingled LP #8FMV$18,040,144$18,040,144
Commingled LP #9FMV$34,232,184$34,232,184
FIDELITY BALANCEDFMV$223,461$223,461
Fixed Income Fund #1FMV$56,400,104$56,400,104
Fixed Income Fund #2FMV$47,678,080$47,678,080
Hedge Fund #10FMV$9,600$9,600
Hedge Fund #26FMV$15,691$15,691
Hedge Fund #38FMV$16,631,166$16,631,166
Hedge Fund #39FMV$13,640,262$13,640,262
Hedge Fund #40FMV$13,378,715$13,378,715
Hedge Fund #41FMV$19,223,283$19,223,283
Hedge Fund #43FMV$17,394,000$17,394,000
Hedge Fund #44FMV$11,923,920$11,923,920
Limited Partnership #1FMV$306,625$306,625
Limited Partnership #100FMV$123,692$123,692
Limited Partnership #101FMV$574,672$574,672
Limited Partnership #102FMV$811,201$811,201
Limited Partnership #103FMV$5,598,520$5,598,520
Limited Partnership #104FMV$3,194,134$3,194,134
Limited Partnership #105FMV$2,135,062$2,135,062
Limited Partnership #106FMV$1,567,592$1,567,592
Limited Partnership #107FMV$1,279,621$1,279,621
Limited Partnership #108FMV$4,691,239$4,691,239
Limited Partnership #110FMV$3,734,822$3,734,822
Limited Partnership #111FMV$496,563$496,563
Limited Partnership #112FMV$2,402,915$2,402,915
Limited Partnership #113FMV$151,673$151,673
Limited Partnership #114FMV$2,643,813$2,643,813
Limited Partnership #115FMV$4,516,828$4,516,828
Limited Partnership #116FMV$3,429,130$3,429,130
Limited Partnership #117FMV$2,674,417$2,674,417
Limited Partnership #118FMV$3,285,210$3,285,210
Limited Partnership #119FMV$5,302,858$5,302,858
Limited Partnership #12FMV$87,008$87,008
Limited Partnership #120FMV$1,648,802$1,648,802
Limited Partnership #121FMV$785,433$785,433
Limited Partnership #122FMV$1,513,196$1,513,196
Limited Partnership #123FMV$1,172,525$1,172,525
Limited Partnership #124FMV$949,401$949,401
Limited Partnership #125FMV$897,197$897,197
Limited Partnership #126FMV$335,954$335,954
Limited Partnership #127FMV$953,555$953,555
Limited Partnership #128FMV$0$0
Limited Partnership #129FMV$357,531$357,531
Limited Partnership #130FMV$208,543$208,543
Limited Partnership #131FMV$0$0
Limited Partnership #132FMV$40,000$40,000
Limited Partnership #133FMV$1,853,772$1,853,772
Limited Partnership #134FMV$1,077,090$1,077,090
Limited Partnership #14FMV$455,275$455,275
Limited Partnership #15FMV$8,681$8,681
Limited Partnership #16FMV
Limited Partnership #18FMV
Limited Partnership #19FMV$1,257,303$1,257,303
Limited Partnership #2FMV$1,189,789$1,189,789
Limited Partnership #20FMV$155,865$155,865
Limited Partnership #21FMV$11,095,315$11,095,315
Limited Partnership #22FMV$926,011$926,011
Limited Partnership #23FMV
Limited Partnership #24FMV
Limited Partnership #26FMV$279,564$279,564
Limited Partnership #27FMV$16,863$16,863
Limited Partnership #28FMV$3,739$3,739
Limited Partnership #29FMV
Limited Partnership #3FMV$1,472,701$1,472,701
Limited Partnership #32FMV$201,514$201,514
Limited Partnership #33FMV$4,951,807$4,951,807
Limited Partnership #34FMV$9,241,962$9,241,962
Limited Partnership #35FMV$352,989$352,989
Limited Partnership #36FMV$270,535$270,535
Limited Partnership #37FMV$710,276$710,276
Limited Partnership #38FMV$769,391$769,391
Limited Partnership #39FMV$122,706$122,706
Limited Partnership #4FMV$96,185$96,185
Limited Partnership #40FMV$774,543$774,543
Limited Partnership #42FMV$1,307$1,307
Limited Partnership #43FMV$521,066$521,066
Limited Partnership #44FMV$1,472,777$1,472,777
Limited Partnership #46FMV$77,841$77,841
Limited Partnership #47FMV$876,619$876,619
Limited Partnership #48FMV
Limited Partnership #5FMV$3,784,441$3,784,441
Limited Partnership #50FMV$27,759$27,759
Limited Partnership #6FMV$881,913$881,913
Limited Partnership #64FMV$913,782$913,782
Limited Partnership #65FMV$1,340,067$1,340,067
Limited Partnership #66FMV$129,042$129,042
Limited Partnership #67FMV$1,347,922$1,347,922
Limited Partnership #69FMV$7,478,880$7,478,880
Limited Partnership #70FMV$6,461,935$6,461,935
Limited Partnership #71FMV$1,196,956$1,196,956
Limited Partnership #72FMV$1,435,880$1,435,880
Limited Partnership #73FMV$2,381,082$2,381,082
Limited Partnership #74FMV$4,738,040$4,738,040
Limited Partnership #75FMV$1,218,620$1,218,620
Limited Partnership #76FMV$1,174,788$1,174,788
Limited Partnership #77FMV$9,276,259$9,276,259
Limited Partnership #78FMV$1,815,031$1,815,031
Limited Partnership #79FMV$2,986,797$2,986,797
Limited Partnership #8FMV$708,440$708,440
Limited Partnership #80FMV$946,872$946,872
Limited Partnership #81FMV$3,958,627$3,958,627
Limited Partnership #82FMV$3,309,673$3,309,673
Limited Partnership #83FMV$1,957,309$1,957,309
Limited Partnership #84FMV$950,941$950,941
Limited Partnership #85FMV$549,303$549,303
Limited Partnership #86FMV$380,059$380,059
Limited Partnership #87FMV$5,339,349$5,339,349
Limited Partnership #88FMV$6,757,836$6,757,836
Limited Partnership #89FMV$1,640,596$1,640,596
Limited Partnership #9FMV$219,130$219,130
Limited Partnership #90FMV$3,743,713$3,743,713
Limited Partnership #91FMV$301,672$301,672
Limited Partnership #92FMV$635,669$635,669
Limited Partnership #93FMV$8,026,956$8,026,956
Limited Partnership #94FMV$3,034,534$3,034,534
Limited Partnership #95FMV$398,640$398,640
Limited Partnership #96FMV$3,050,543$3,050,543
Limited Partnership #97FMV$1,894,936$1,894,936
Limited Partnership #98FMV$1,976,009$1,976,009
Limited Partnership #99FMV$15,128,021$15,128,021

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Furniture and Fixtures$70,630$56,407$14,223$14,223
Technology$213,229$168,938$44,291$44,291
Leasehold Improvements$2,065,110$745,550$1,319,560$1,319,560

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryFoley & Lardner, LLPCategoryTxt
Legal Fees$43,966LegalFeesAmt
Disbursements Charitable Prps$29,019DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTANGIBLES$30,991$30,991$30,991
Right of Use Assets$3,148,774$2,865,191$2,865,191

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Office Supplies$24,768$1,238$24,309
Computer and Office Equipment$32,479$38,953
IT Software and Services$143,364$10,923$110,168
Dues and Fees$30,677$30,677
Miscellaneous Expenses$40,904$40,705
Reception and Awards Event$1,049,118$1,432,418
Other expenses from pass through$3,683,112
Insurance$19,769$2,965$16,804
Deductions reported on form 1099$9,514

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Other INCOME$260,669$40
Other Income from pass through-$27,906

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized GainsDesc
Amt$16,094,679Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
Pending Purchases$318,061$113,525
Long Term Lease Liability$3,721,563$3,352,478
Deferred Tax Liability$3,222,000$3,222,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGER FEES$2,525,278$2,525,278
CUSTODIAN FEES$351,014$351,014
CONSULTING FEES - INVESTMENTS$590,016$590,016
INVESTMENT MANAGEMENT FEES$1,112,533$1,112,533
CONSULTING - EXTERNAL RELATIONS$239,657$247,657
PAYROLL SERVICE$9,547$9,547
Grants Management Software Consulting$24,838$28,632
IT Services$209,179$173,035
General Consulting$130,051$147,827

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE AND INCOME TAXES$988,541
Tax from pass through$179,159