2019-05-24T09:45:47-05:00 2018-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 53713 990 2018-01-01 454678325 BRADLEY IMPACT FUND INC BRAD 4142912500 1249 N FRANKLIN PL MILWAUKEE WI 532022901 MICHAEL GREBE CHAIRMAN 4142912500 2019-05-23 1 JENNY TARKOWSKI CPA P00634290 6082744020 66.222.124.178 2019-05-23 10:57:08 CD P 280B83802B97FB5DC9278DE9588E6B4DA9B6F3E7 BB9037E3AA85FAE4E129294E83CD7747F0718998 2018 2019-02-21 02:37:17Z MICHAEL GREBE 1249 N FRANKLIN PL MILWAUKEE WI 532022901 18142130 0 X WWW.BRADLEYIMPACTFUND.ORG X 2012 WI THE BRADLEY IMPACT FUND PROVIDES FUNDING TO ORGANIZATIONS THAT RESEARCH PUBLIC POLICY AND EDUCATE THE PUBLIC ON POLICY ISSUES. THE ORGANIZATION'S BOARD OF DIRECTORS SELECT ORGANIZATIONS FOR GRANTS AND ASSISTANCE BASED UPON A RIGOROUS EXAMINATION PROCESS THAT INCLUDES AN ANALYSIS OF THE ORGANIZATION'S EFFECTIVENESS IN ITS FIELD OF INTEREST; THE ORGANIZATION'S CREATIVITY AND PAST RESULTS; THE POTENTIAL OF FOCUSED, SPECIAL PROJECTS; THE ORGANIZATION'S ACCOUNTABILITY AND TRANSPARENCY WITH FUNDS; APPROPRIATENESS OF THE ACTIVITIES UNDER SECTION 501(C)(3); AND RELEVANT FACTORS PERTAINING TO EACH ORGANIZATION. 8 8 0 9 0 0 6935315 10734234 0 0 112577 177896 0 0 7047892 10912130 4451539 6241934 0 0 11000 0 76165 126790 311012 877291 577566 5415995 6946290 1631897 3965840 5220405 8711594 71645 68391 5148760 8643203 SEE SCHEDULE O. 0 0 6435878 6241934 0 THE BRADLEY IMPACT FUND PROVIDES GRANTS TO ORGANIZATIONS THAT ALIGN WITH ITS GIVING AREAS OF CIVIL SOCIETY, INFORMED CITIZENS, FREE MARKETS, AND CONSTITUTIONAL ORDER. 6435878 1 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 26 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X THE ORGANIZATION 4142912500 1249 N FRANKLIN PL MILWAUKEE WI 532022901 X MICHAEL GREBE DIRECTOR AND CHAIRMAN 2.00 X X 0 0 0 GEORGE MOSHER DIRECTOR AND TREASURER (THRU MID-AUGUST) 1.00 X X 0 0 0 STEPHEN EINHORN DIRECTOR 0.50 X 0 0 0 JAMES ARTHUR POPE DIRECTOR 0.50 X 0 0 0 DIANE HENDRICKS DIRECTOR 0.50 X 0 0 0 MICHAEL KEISER DIRECTOR 0.50 X 0 0 0 CURT CULVER DIRECTOR AND TREASURER (BEG MID-AUGUST) 1.00 X X 0 0 0 SYLVIE LEGERE DIRECTOR 0.50 X 0 0 0 PHILLIP PRANGE DIRECTOR 0.50 X 0 0 0 JESSICA DEAN PRESIDENT 35.00 X 0 0 0 RICHARD W GRABER VICE PRESIDENT 5.00 X 0 0 0 JASON KOHOUT SECRETARY 0.45 X 0 0 0 0 0 0 0 0 0 0 AMERICAN PHILANTHROPIC 119 N HIGH ST WEST CHESTER PA 19380 FUNDRAISING CONSULTING 126790 1 10734234 1173288 10734234 193157 193157 7214739 7230000 -15261 -15261 -15261 10912130 0 0 177896 6241934 6241934 26705 26705 48105 48105 126790 126790 46614 46614 9800 9800 265773 89748 560 175465 29672 10847 13368 5457 46762 46762 20316 15316 2320 2680 78653 78033 620 1682 1682 3484 3484 6946290 6435878 199400 311012 275429 64393 2628 1057551 559 12013 4087272 4020134 854517 3557503 5220405 8711594 26092 31891 45553 36500 71645 68391 X 193906 7585652 4954854 1057551 5148760 8643203 5220405 8711594 3965840 -471397 0 X 0 1 X 1 0 X 2681724 4058519 2360585 6935315 10734234 26770377 2681724 4058519 2360585 6935315 10734234 26770377 6347346 20423031 21366 77286 73540 98170 193157 463519 27233896 0.74990 0.69250 X 66 10734234 6241934 7585652 1 1 0 MONEY MARKET FUNDS 3472503 F INVESTMENT IN MUSICNOTES, INC. 85000 C 3557503 10394119 -471397 -46614 -518011 10912130 0 10912130 6899676 0 6899676 46614 46614 6946290 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -46,614. X X 1 AMERICAN PHILANTHROPIC 119 N HIGH ST WEST CHESTER PA 19380 FUNDRAISING CONSULTING 0 30694 126790 -96096 30694 126790 -96096 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION ENGAGED WITH THE PROFESSIONAL FUNDRAISER TO HELP RAISE FUNDS FOR THE ORGANIZATION. 1 AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH 1789 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 530218495 501(C)(3) 213909 GENERAL OPERATIONS AMERICAN FOREIGN POLICY COUNCIL 509 C STREET NE WASHINGTON DC 20002 521274529 501(C)(3) 15000 GENERAL OPERATIONS AMERICANS FOR PROSPERITY FOUNDATION 1310 N COURTHOUSE ROAD SUITE 700 ARLINGTON VA 22201 521527294 501(C)(3) 40000 GENERAL OPERATIONS AMERICARES FOUNDATION INC 88 HAMILTON AVE STAMFORD CT 06902 061008595 501(C)(3) 50000 GENERAL OPERATIONS ARCHDIOCESE OF MILWAUKEE PO BOX 070912 MILWAUKEE WI 53207 390807221 501(C)(3) 13000 GENERAL OPERATIONS ATLAS ECONOMIC RESEARCH FOUNDATION 1201 L STREET NW FLOOR 2 WASHINGTON DC 20005 942763845 501(C)(3) 10000 GENERAL OPERATIONS BADGER AIR COMMUNITY COUNCIL 4316 DEER RUN COURT CROSS PLAINS WI 53528 460715246 501(C)(3) 25000 GENERAL OPERATIONS BADGER INSTITUTE INC 633 W WISCONSIN AVE STE 330 MILWAUKEE WI 53203 391592727 501(C)(3) 180000 GENERAL OPERATIONS BENJAMIN RUSH INSTITUTE PO BOX 610-001 DFW AIRPORT STATION TX 752610001 461848302 501(C)(3) 15000 GENERAL OPERATIONS BIG SHOULDERS FUND 212 W VAN BUREN ST SUITE 900 CHICAGO IL 60607 363490557 501(C)(3) 300000 GENERAL OPERATIONS BUILDING2LEARN 742 W CAPITAL DR MILWAUKEE WI 53206 474642239 501(C)(3) 25000 GENERAL OPERATIONS CAPITAL RESEARCH CENTER 1513 16TH ST NW WASHINGTON DC 20036 521289734 501(C)(3) 32750 GENERAL OPERATIONS CARDINAL NEWMAN SOCIETY FOR THE PRESERVATION OF CATHOLIC HIGHER EDUCATION 9720 CAPITAL CT STE 201 MANASSAS VA 20110 541691371 501(C)(3) 11600 GENERAL OPERATIONS CATHOLIC NEAR EAST WELFARE ASSOCIATION 1011 FIRST AVENUE NEW YORK NY 10022 131623929 501(C)(3) 180000 SUPPORT THE CHURCH IN AREAS OF HOSTILITY SERVE THEIR COMMUNITY AS THE BODY OF CHRIST. 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UNIVERSITY OF CHICAGO 5235 S HARPER COURTH 4TH FLOOR CHICAGO IL 60615 362177139 501(C)(3) 150000 FRIEDMANN CHAIR URBI ET ORBI COMMUNICATIONS INC 14 WEST MAIN STREET FRONT ROYAL VA 22630 611238135 501(C)(3) 11000 URBI ET ORBI FOUNDATION. 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ALDO LEOPOLD FOUNDATION E13701 LEVEE ROAD BARABOO WI 53913 391423225 501(C)(3) 10000 GENERAL OPERATIONS AMERICAN COUNCIL OF TRUSTEES AND ALUMNI 1730 M STREET NW STE 600 WASHINGTON DC 20036 521870003 501(C)(3) 6000 GENERAL OPERATIONS 141 0 PART I, LINE 2: THE ORGANIZATION'S BOARD OF DIRECTORS SELECT ORGANIZATIONS FOR GRANTS AND ASSISTANCE BASED UPON A RIGOROUS EXAMINATION PROCESS THAT INCLUDES AN ANALYSIS OF THE ORGANIZATION'S EFFECTIVENESS IN ITS FIELD OF INTEREST; THE ORGANIZATION'S CREATIVITY AND PAST RESULTS; THE POTENTIAL OF FOCUSED, SPECIAL PROJECTS; THE ORGANIZATION'S ACCOUNTABILITY AND TRANSPARENCY WITH FUNDS; APPROPRIATENESS OF THE ACTIVITIES UNDER SECTION 501(C)(3); AND RELEVANT FACTORS PERTAINING TO EACH ORGANIZATION. X 19 1088288 QUOTED MARKET PRICES X 1 85000 FACE VALUE 0 0 1 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). PART I, LINE 32B: THE ORGANIZATION USES A FINANCIAL INSTITUTION/BROKERAGE TO PROCESS AND SELL MARKETABLE SECURITIES DONATED TO THE ORGANIZATION. FORM 990, PART III, LINE 1 THE BRADLEY IMPACT FUND PROVIDES FUNDING TO ORGANIZATIONS THAT RESEARCH PUBLIC POLICY AND EDUCATE THE PUBLIC ON POLICY ISSUES. THE ORGANIZATION'S BOARD OF DIRECTORS SELECT ORGANIZATIONS FOR GRANTS AND ASSISTANCE BASED UPON A RIGOROUS EXAMINATION PROCESS THAT INCLUDES AN ANALYSIS OF THE ORGANIZATION'S EFFECTIVENESS IN ITS FIELD OF INTEREST; THE ORGANIZATION'S CREATIVITY AND PAST RESULTS; THE POTENTIAL OF FOCUSED, SPECIAL PROJECTS; THE ORGANIZATION'S ACCOUNTABILITY AND TRANSPARENCY WITH FUNDS; APPROPRIATENESS OF THE ACTIVITIES UNDER SECTION 501(C)(3); AND RELEVANT FACTORS PERTAINING TO EACH ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. ON AN ANNUAL BASIS THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.