2014-05-14T11:42:40-05:00 2013-12-31 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2013-01-01 454678325 BRADLEY IMPACT FUND INC BRAD 8552993863 1249 N FRANKLIN PLACE MILWAUKEE WI 53202 GEORGE MOSHER TREASURER 8552993863 2014-05-14 1 CARRIE GINDT P00997435 4142717800 2013 2015-11-30 17:44:51Z GEORGE MOSHER 1249 N FRANKLIN PLACE MILWAUKEE WI 53202 5352726 0 X WWW.BRADLEYIMPACTFUND.ORG X 2012 WI SEE SCHEDULE O FOR ORGANIZATION'S MISSION 5 5 0 3 0 0 155000 4798082 0 0 0 8870 0 0 155000 4806952 0 1891000 0 0 0 0 0 0 43409 41196 191910 41196 2082910 113804 2724042 137160 2841338 23356 2488 113804 2838850 SEE SCHEDULE O FOR DESCRIPTION OF THE ORGANIZATION'S MISSION 0 0 1891000 1891000 TO PROVIDE FUNDING TO ORGANIZATIONS THAT RESEARCH PUBLIC POLICY AND EDUCATE THE PUBLIC ON POLICY ISSUES. THE ORGANIZATION'S BOARD OF DIRECTORS WILL SELECT ORGANIZATIONS FOR GRANTS AND ASSISTANCE BASED UPON A RIGOROUS EXAMINATION PROCESS THAT WILL INCLUDE AN ANALYSIS OF THE FOLLOWING: 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. 1891000 1 1 0 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS ND NV NH NJ NM NY NC OH OK OR PA RI SC UT TN VA WA WV X THE ORGANIZATION 8552993863 1249 N FRANKLIN PLACE MILWAUKEE WI 53202 X STEPHEN EINHORN VICE PRESIDENT 0.50 X X 0 0 0 MICHAEL KEISER DIRECTOR 0.50 X 0 0 0 DENNIS KUESTER PRESIDENT 0.50 X X 0 0 0 GEORGE MOSHER TREASURER 0.50 X X 0 0 0 DAVID UIHLEIN DIRECTOR 0.50 X 0 0 0 ROBERT NORTON VICE PRESIDENT 0.50 X X 0 0 0 JASON KOHOUT SECRETARY 0.50 X X 0 0 0 0 0 0 0 0 0 0 0 4798082 545774 4798082 5719 5719 548925 545774 3151 3151 3151 4806952 0 0 8870 1891000 1891000 34758 34758 17933 17933 2319 2319 51397 51397 10692 10692 38 38 18766 18766 931 931 EVENTS 38120 38120 FILING FEES 7554 7554 T&E 5289 5289 WEBSITE 4113 4113 2082910 1891000 148501 43409 40148 25473 0 0 769058 35687 28482 0 0 0 0 0 1940580 0 77745 61325 137160 2841338 23356 2488 23356 2488 X 113804 129212 2709638 113804 2838850 137160 2841338 2724042 1004 0 X X 0 1 X 1 0 X 155000 4798082 4953082 155000 4798082 4953082 1328070 3625012 5719 5719 4958801 X SCHEDULE A, PART II, LINE 13 THE ORGANIZATION WAS INCORPORATED ON FEBRUARY 28, 2012 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20 3831580 1891000 1940580 1 1 0 MUTUAL FUNDS 898139 F COMMON STOCK 129810 F PREFERRED STOCK 48500 F COMPLEMENTARY STRATEGIES 16935 F REAL ASSETS 15081 F ACCRUED INTEREST 445 F CASH AND EQUIVALENTS 831670 F 1940580 X 4807956 1004 1004 4806952 0 4806952 2082910 0 2082910 0 2082910 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AS A CHARITABLE ORGANIZATION WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE ORGANIZATION CURRENTLY HAS NO UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. THE ORGANIZATION, HAVING QUALIFIED FOR EXEMPTION UNDER PROVISIONS OF THE CODE, IS ALSO EXEMPT FROM STATE INCOME TAXES. THE ORGANIZATION HAS IMPLEMENTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITES STATES OF AMERICA. THIS STANDARD DESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURE REQUIRED. MANAGEMENT OF THE ORGANIZATION EVALUATES THE UNCERTAIN TAX POSITIONS TAKEN, IF ANY, AND CONSULTS WITH OUTSIDE COUNSEL AS DEEMED NECESSARY. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO THE UNRECOGNIZED TAX LIABILITIES IN INCOME TAX EXPENSE. THE ORGANIZATION DOES NOT ANTICIPATE ANY INCOME TAX LIABILITY. 1 ACT RIGHT LEGAL FOUNDATION INC 209 W MAIN ST PLAINFIELD IN 46168 454355641 501(C)3 250000 LITIGATION PROJECT ACTION INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY 98 E FULTON GRAND RAPIDS MI 49503 382926822 501(C)3 5000 ORGANIZATIONAL SUPPORT ACTS COMMUNITY DEVELOPMENT CORPORATION 1445 N 24TH ST MILWAUKEE WI 53205 391837474 501(C)3 15000 ORGANIZATIONAL SUPPORT ALLIANCE FOR SCHOOL CHOICE INC 1660 L ST NW STE 1000 WASHINGTON DC 20036 522111508 501(C)3 5000 ORGANIZATIONAL SUPPORT AMERICAN COUNCIL OF TRUSTEES AND ALUMNI 1726 M ST NW STE 802 WASHINGTON DC 20036 521870003 501(C)3 10000 ORGANIZATIONAL SUPPORT THE JACK MILLER CENTER 111 PRESIDENTIAL BLVD STE 146 BALA CYWNYD PA 19004 261147689 501(C)3 5000 ORGANIZATIONAL SUPPORT AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH 1150 17TH ST NW WASHINGTON DC 20036 530218495 501(C)3 100000 ORGANIZATIONAL SUPPORT AMERICAN MAJORITY PO BOX 87 PURCELLVILLE VA 20134 261501154 501(C)3 20000 ORGANIZATIONAL SUPPORT AMERICANS FOR PROSPERITY FOUNDATION 2111 WILSON BLVD ARLINGTON VA 22201 521527294 501(C)3 55000 ORGANIZATIONAL SUPPORT AMERICARES FOUNDATION INC 88 HAMILTON AVE STAMFORD CT 06902 061008595 501(C)3 50000 ORGANIZATIONAL SUPPORT ATLAS ECONOMIC RESEARCH FOUNDATION 1201 L STREET NW 2ND FLOOR WASHINGTON DC 20005 942763845 501(C)3 5000 ORGANIZATIONAL SUPPORT BEYOND VISION 11624 STEWART LN NW 401 SILVER SPRING MD 20904 660550623 501(C)3 10000 ORGANIZATIONAL SUPPORT COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC PO BOX 7039 MERRIFIELD VA 22116 131685039 501(C)3 25000 ORGANIZATIONAL SUPPORT CAPITAL RESEARCH CENTER 1513 16TH ST NW WASHINGTON DC 20036 521289734 501(C)3 26000 ORGANIZATIONAL SUPPORT CARDINAL NEWMAN SOCIETY FOR THE PRESERVATION OF CATHOLIC HIGHER EDUCATION 9720 CAPITAL CT STE 201 MANASSAS VA 20110 541691371 501(C)3 10000 ORGANIZATIONAL SUPPORT CATO INSTITUTE 1000 MASSACHUSETTS AVE NW WASHINGTON DC 20001 237432162 501(C)3 105000 ORGANIZATIONAL SUPPORT CENTER FOR COMPETITIVE POLITICS 124 S WEST STREET STE 201 ALEXANDRIA VA 22314 203676886 501(C)3 5000 ORGANIZATIONAL SUPPORT CITIZENS AGAINST GOVERNMENT WASTE 1301 PENNSYLVANIA AVE NW S1075 WASHINGTON DC 20006 521363952 501(C)3 5000 ORGANIZATIONAL SUPPORT CLARE BOOTHE LUCE POLICY INSTITUTE 112 ELDEN STREET SUITE P HERNDON VA 20170 541672138 501(C)3 100000 ORGANIZATIONAL SUPPORT COMPETITIVE ENTERPRISE INSTITUTE 1899 L ST NW FL 12 WASHINGTON DC 20036 521351785 501(C)3 52000 ORGANIZATIONAL SUPPORT DAVID HOROWITZ FREEDOM CENTER 14149 MAGNOLIA BLVD SUITE 103 SHERMAN OAKS CA 91423 954194642 501(C)3 20000 ORGANIZATIONAL SUPPORT DOCTORS WITHOUT BOARDERS USA INC 333 SEVENTH AVE 2ND FL NEW YORK NY 10001 133433452 501(C)3 25000 ORGANIZATIONAL SUPPORT ECONOMICS WISCONSIN 7635 W BLUEMOUND RD MILWAUKEE WI 53213 396076951 501(C)3 5000 ORGANIZATIONAL SUPPORT FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION (FIRE) 170 S INDEPENDENCE MALL W 510 PHILADELPHIA PA 19106 043467254 501(C)3 5000 ORGANIZATIONAL SUPPORT FOUNDATION FOR RESEARCH ON ECONOMICS & THE ENVIRONMENT 662 SOUTH FERGUSON AVE STE 2 BOZEMAN MT 59718 943170425 501(C)3 5000 ORGANIZATIONAL SUPPORT FREE TO CHOOSE NETWORK 2002 FILMORE AVE SUITE 1 ERIE PA 16506 521455677 501(C)3 25000 ORGANIZATIONAL SUPPORT HEARTLAND INSTITUTE 1 SOUTH WACKER DR SUITE 2740 CHICAGO IL 60606 363309812 501(C)3 51000 ORGANIZATIONAL SUPPORT HOOVER ON WAR REVOLUTION AND PEACE 3145 PORTER DRIVE PALO ALTO CA 94304 941156365 501(C)3 5000 ORGANIZATIONAL SUPPORT HOWARD CENTER FOR FAMILY RELIGION AND SOCIETY 934 N MAIN ST ROCKFORD IL 61103 541788267 501(C)3 10000 ORGANIZATIONAL SUPPORT HUMAN RIGHTS FOUNDATION INC 350 FIFTH AVE STE 4515 NEW YORK NY 10118 202669700 501(C)3 10000 ORGANIZATIONAL SUPPORT INSTITUTE FOR HUMANE STUDIES 3301 N FAIRFAX DR STE 440 ARLINGTON VA 22201 941623852 501(C)3 5000 ORGANIZATIONAL SUPPORT INSTITUTE FOR JUSTICE 901 N GLEBE ROAD 900 ARLINGTON VA 22203 521744337 501(C)3 5000 ORGANIZATIONAL SUPPORT INTERCOLLEGIATE STUDIES INSTITUTE 3901 CENTERVILLE RD WILLMINGTON DE 19801 236050131 501(C)3 10000 ORGANIZATIONAL SUPPORT INTERNATIONAL JUSTICE MISSION PO BOX 58147 WASHINGTON DC 20037 541722887 501(C)3 10000 ORGANIZATIONAL SUPPORT LANDMARK LEGAL FOUNDATION 3100 BROADWAY ST SUITE 1210 KANSAS CITY MO 64111 510203802 501(C)3 5000 ORGANIZATIONAL SUPPORT LEADERSHIP INSTITUTE 1101 N HIGHLAND ST ARLINGTON VA 22201 510235174 501(C)3 25000 ORGANIZATIONAL SUPPORT MANHATTAN INSTITUTE FOR POLICY RESEARCH 52 VANDERBILT AVE NEW YORK NY 10017 132912529 501(C)3 26000 ORGANIZATIONAL SUPPORT MEDIA RESEARCH CENTER INC 1900 CAMPUS COMMONS DR STE 600 RESTON VA 20191 541429009 501(C)3 250000 ORGANIZATIONAL SUPPORT MEDIA TRACKERS 1550 OLD ANNETTA RD ALEDA TX 76008 261543859 501(C)3 60000 ORGANIZATIONAL SUPPORT MERCY SHIPS INTERNATIONAL PO BOX 2020 GARDEN VALLEY TX 75771 752685233 501(C)3 10000 ORGANIZATIONAL SUPPORT MILWAUKEE CHAMBER THEATRE 158 N BROADWAY MILWAUKEE WI 53202 391323345 501(C)3 20000 ORGANIZATIONAL SUPPORT MILWAUKEE COLLEGE PREPARATORY 1228 W LLOYD ST STE 100 MILWAUKEE WI 53205 391881295 501(C)3 10000 ORGANIZATIONAL SUPPORT MOUNT VERNON LADIES ASSOCIATION OF THE UNION (AKA HISTORIC MOUNT VERNON) PO BOX 110 MOUNT VERNON VA 22121 540564701 501(C)3 20000 ORGANIZATIONAL SUPPORT MOVING PICTURES INSTITUTE 375 GREENWISH ST NEW YORK NY 10013 203237801 501(C)3 7000 ORGANIZATIONAL SUPPORT MUSEUM OF WISCONSIN ART 205 VETERANS AVE WEST BEND WI 53095 391017647 501(C)3 10000 ORGANIZATIONAL SUPPORT NATIONAL CENTER FOR POLICY ANALYSIS PO BOX 741175 DALLAS TX 75374 751804932 501(C)3 10000 ORGANIZATIONAL SUPPORT NATIONAL LEGAL AND POLICY CENTER 107 PARK WASHINGTON CT FALLS CHURCH VA 22046 521750188 501(C)3 5000 ORGANIZATIONAL SUPPORT NATIONAL RIGHT TO WORK LEGAL DEFENSE FOUNDATION 8001 BRADDCOK RD STE 600 SPRINGFIELD VA 22151 591588825 501(C)3 26000 ORGANIZATIONAL SUPPORT NATIONAL TAXPAYERS UNION FOUNDATION 108 NORTH ALFRED ST ALEXANDRIA VA 22314 521122683 501(C)3 5000 ORGANIZATIONAL SUPPORT PARENTS TELEVISION COUNCIL INC 707 WILSHIRE BLVD STE 2075 LOS ANGELES CA 90017 954819071 501(C)3 5000 ORGANIZATIONAL SUPPORT PARTNERS ADVANCING VALUES IN EDUCATION 135 W WELLS MILWAUKEE WI 53203 391590212 501(C)3 11000 ORGANIZATIONAL SUPPORT PRISON FELLOWSHIP MINISTRIES 44180 RIVERSIDE PARKWAY LANSDOWNE VA 20176 620988294 501(C)3 5000 ORGANIZATIONAL SUPPORT STATE POLICY NETWORK 1655 NORTH FORT MYER DRIVE SUITE 360 ARLINGTON VA 22209 570952531 501(C)3 7500 ORGANIZATIONAL SUPPORT THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES 1015 18TH ST NW STE 425 WASHINGTON DC 20036 363235550 501(C)3 5000 ORGANIZATIONAL SUPPORT THE FUND FOR AMERICAN STUDIES 1706 NEW HAMPSHIRE NW WASHINGTON DC 20009 136223604 501(C)3 10000 ORGANIZATIONAL SUPPORT THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 237327730 501(C)3 51000 ORGANIZATIONAL SUPPORT THE JOHN K MACIVER INSTITUTE 44 E MIFFLIN ST STE 201 MADISON WI 53703 262639114 501(C)3 42000 ORGANIZATIONAL SUPPORT THE PHILANTHROPY ROUNDTABLE 1150 17TH ST NW STE 503 WASHINGTON DC 20036 132943020 501(C)3 5000 ORGANIZATIONAL SUPPORT TRUE THE VOTE INC 7232 WYNNWOOD LAND HOUSTON TX 77008 272860095 501(C)3 50000 ORGANIZATIONAL SUPPORT CENTER FOR NEIGHBORHOOD ENTERPRISE VIOLENCE FREE ZONE INITIATIVE 1625 K ST NW 1200 WASHINGTON DC 20006 521217891 501(C)3 25000 ORGANIZATIONAL SUPPORT WISCONSIN INSTITUTE FOR LAW & LIBERTY 1139 E KNAPP ST MILWAUKEE WI 53202 451606079 501(C)3 100000 ORGANIZATIONAL SUPPORT WISCONSIN POLICY RESEARCH INSTIUTE 633 W WISCONSIN AVE STE 330 MILWAUKEE WI 53203 391592727 501(C)3 15000 ORGANIZATIONAL SUPPORT YOUNG AMERICAS FOUNDATION 110 ELDEN ST HERNDON VA 20170 237042029 501(C)3 11000 ORGANIZATIONAL SUPPORT 63 0 X 4 545774 FAIR MARKET VALUE 0 0 1 PART I, LINE 32B: FINANCIAL INSTITUTION/BROKER USED TO SELL MARKETABLE SECURITIES. FORM 990, PART 1, LINE 1 AND FORM 990 PART III, LINE 1 TO PROVIDE FUNDING TO ORGANIZATIONS THAT RESEARCH PUBLIC POLICY AND EDUCATE THE PUBLIC ON POLICY ISSUES. THE ORGANIZATION'S BOARD OF DIRECTORS WILL SELECT ORGANIZATIONS FOR GRANTS AND ASSISTANCE BASED UPON A RIGOROUS EXAMINATION PROCESS THAT WILL INCLUDE AN ANALYSIS OF THE FOLLOWING: 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 11 A COPY OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE FORM 990, PART VI, SECTION B, LINE 12C ON A QUARTERLY BASIS, THE BOARD OF DIRECTORS REVIEWS ALL POTENTIAL CONFLICTS OF INTEREST AND ADDRESSES THEM BASED ON THE PROCEDURES SET FORTH IN THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS IS RESPONSIBILE FOR THE OVERSIGHT OF THE AUDIT. 2013 WAS THE FIRST YEAR THE ORGANIZATION HAS UNDER GONE AN AUDIT.