BRADLEY IMPACT FUND INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BRADLEY IMPACT FUND INC (EIN 45-4678325)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-16
IRS object ID
201611379349306231
Schema version
2015v2.1
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)
Return2016-05-16T14:06:50-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390974031PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEGNER CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12110 LUANN LNAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537133074ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454678325EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE MOSHERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8552993863PhoneNum
Signature2016-04-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNY TARKOWSKI CPAPreparerPersonNm
PTINP00634290PTIN
Phone6082744020PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGEORGE MOSHERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11249 N FRANKLIN PLAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532022901ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,304,092GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BRADLEYIMPACTFUND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2012FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTHE BRADLEY IMPACT FUND PROVIDES FUNDING TO ORGANIZATIONS THAT RESEARCH PUBLIC POLICY AND EDUCATE THE PUBLIC ON POLICY ISSUES. THE ORGANIZATION'S BOARD OF DIRECTORS SELECT ORGANIZATIONS FOR GRANTS AND ASSISTANCE BASED UPON A RIGOROUS EXAMINATION PROCESS THAT INCLUDES AN ANALYSIS OF THE ORGANIZATION'S EFFECTIVENESS IN ITS FIELD OF INTEREST; THE ORGANIZATION'S CREATIVITY AND PAST RESULTS; THE POTENTIAL OF FOCUSED, SPECIAL PROJECTS; THE ORGANIZATION'S ACCOUNTABILITY AND TRANSPARENCY WITH FUNDS; APPROPRIATENESS OF THE ACTIVITIES UNDER SECTION 501(C)(3); AND RELEVANT FACTORS PERTAINING TO EACH ORGANIZATION.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers6TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,644,095PYContributionsGrantsAmt
CY Contributions Grants$4,058,519CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$23,128PYInvestmentIncomeAmt
CY Investment Income$77,533CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,667,223PYTotalRevenueAmt
CY Total Revenue$4,136,052CYTotalRevenueAmt
PY Grants And Similar Paid$2,376,611PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,642,988CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$9,000CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$213,360PYOtherExpensesAmt
CY Other Expenses$237,727CYOtherExpensesAmt
PY Total Expenses$2,589,971PYTotalExpensesAmt
CY Total Expenses$2,889,715CYTotalExpensesAmt
PY Revenues Less Expenses$77,252PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,246,337CYRevenuesLessExpensesAmt
Total Assets BOY$2,912,099TotalAssetsBOYAmt
Total Assets EOY$4,087,409TotalAssetsEOYAmt
Total Liabilities BOY$5,263TotalLiabilitiesBOYAmt
Total Liabilities EOY$37,520TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,906,836NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,049,889NetAssetsOrFundBalancesEOYAmt
MissionSEE SCHEDULE O.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,703,537ExpenseAmt
Grant$2,642,988GrantAmt
DescTHE BRADLEY IMPACT FUND PROVIDES FUNDING TO ORGANIZATIONS THAT RESEARCH PUBLIC POLICY AND EDUCATE THE PUBLIC ON POLICY ISSUES VIA GRANTS. IN 2015, THE ORGANIZATION AWARDED OVER 100 GRANTS TO QUALIFIED ORGANIZATIONS.Desc
Total Program Service Expenses$2,703,537TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DAVID UIHLEIN
DIRECTOR AND CHAIRMAN0.50Yes (X)Yes (X)$0$0$0
GEORGE MOSHER
DIRECTOR AND TREASURER0.50Yes (X)Yes (X)$4,000$0$0
STEPHEN EINHORN
DIRECTOR0.50Yes (X)$5,000$0$0
DENNIS KUESTER
DIRECTOR0.50Yes (X)$0$0$0
DIANE HENDRICKS
DIRECTOR0.50Yes (X)$0$0$0
MICHAEL KEISER
DIRECTOR0.50Yes (X)$0$0$0
JESSICA DEAN
PRESIDENT0.50Yes (X)$0$0$0
MICHAEL GREBE
VICE PRESIDENT0.50Yes (X)$0$0$0
JASON KOHOUT
SECRETARY0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$9,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$4,058,519AllOtherContributionsAmt
Noncash Contributions$168,040NoncashContributionsAmt
Total Contributions$4,058,519TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$77,286TotalRevenueColumnAmt
Exclusion$77,286ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$168,287SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$168,040SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$247SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$247TotalRevenueColumnAmt
Exclusion$247ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,136,052TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$77,533ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,642,988TotalAmt
Program Services$2,642,988ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$9,000TotalAmt
Management And General$9,000ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$13,277TotalAmt
Management And General$13,277ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$28,022TotalAmt
Management And General$28,022ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$19,420TotalAmt
Management And General$19,420ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,403TotalAmt
Management And General$11,403ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$22,063TotalAmt
Management And General$22,063ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,100TotalAmt
Management And General$3,100ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$42,063TotalAmt
Management And General$42,063ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$32,170TotalAmt
Management And General$32,170ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,569TotalAmt
Management And General$1,569ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescEDUCATIONAL SPONSORSHIPDesc
Total$60,549TotalAmt
Program Services$60,549ProgramServicesAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,091TotalAmt
Management And General$4,091ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,889,715TotalAmt
Program Services$2,703,537ProgramServicesAmt
Management And General$186,178ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$46,432BOYAmt
EOY$20,021EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$580,731BOYAmt
EOY$390,313EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$21,164BOYAmt
EOY$547EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,156,694BOYAmt
EOY$3,404,039EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$107,078BOYAmt
EOY$272,489EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,912,099BOYAmt
EOY$4,087,409EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,263BOYAmt
EOY$37,520EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,263BOYAmt
EOY$37,520EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$169,411BOYAmt
EOY$255,537EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,737,425BOYAmt
EOY$3,794,352EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,906,836BOYAmt
EOY$4,049,889EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,912,099BOYAmt
EOY$4,087,409EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,246,337ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$103,284NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$155,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,798,082CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,681,724CurrentTaxYearMinus1YearAmt
Current Tax Year$4,058,519CurrentTaxYearAmt
Total$11,693,325TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$155,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,798,082CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,681,724CurrentTaxYearMinus1YearAmt
Current Tax Year$4,058,519CurrentTaxYearAmt
Total$11,693,325TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,826,591SubstantialContributorsTotAmt
Public Support Total170$7,866,734PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$5,719CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,366CurrentTaxYearMinus1YearAmt
Current Tax Year$77,286CurrentTaxYearAmt
Total$104,371TotalAmt
FieldValueIRS element (for citing)
Total Support$11,797,696TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held31DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$3,751,332DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$2,642,988DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$3,404,039DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$4,032,768TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$103,284NetUnrealizedGainsInvstAmt
Revenue Not Reported-$103,284RevenueNotReportedAmt
Revenue Subtotal$4,136,052RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,136,052TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,889,715TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,889,715ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,889,715TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (54 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ACTS COMMUNITY DEVELOPMENT CORPORATION
1445 N 24TH STMILWAUKEEWI532051803391837474501(C)(3)$15,000GENERAL SUPPORT
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1150 17TH ST NWWASHINGTONDC200364603530218495501(C)(3)$252,000GENERAL SUPPORT
AMERICAN MAJORITY
121 E MAIN STPURCELLVILLEVA201323175261501154501(C)(3)$42,000GENERAL SUPPORT
AMERICANS FOR PROSPERITY FOUNDATION
2111 WILSON BLVD STE 350ARLINGTONVA222013097521527294501(C)(3)$60,000GENERAL SUPPORT
AMERICARES FOUNDATION INC
88 HAMILTON AVESTAMFORDCT069023111061008595501(C)(3)$50,000GENERAL SUPPORT
CAPITAL RESEARCH CENTER
1513 16TH ST NWWASHINGTONDC200361401521289734501(C)(3)$11,000GENERAL SUPPORT
CARDINAL NEWMAN SOCIETY FOR THE PRESERVATION OF CATHOLIC HIGHER EDUCATION
9720 CAPITAL CT STE 201MANASSASVA201102050541691371501(C)(3)$10,000GENERAL SUPPORT
CARE INC
1825 I ST NW STE 301WASHINGTONDC200065462131686039501(C)(3)$25,000GENERAL SUPPORT
CATO INSTITUTE
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FREE TO CHOOSE NETWORK
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FieldValueIRS element (for citing)
Total501c3 Org54Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$168,040NoncashContributionsRptF990Amt
Method Of Determining RevenuesQUOTED MARKET PRICESMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION USES A FINANCIAL INSTITUTION/BROKERAGE TO PROCESS AND SELL MARKETABLE SECURITIES DONATED TO THE ORGANIZATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

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

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