2021-10-12T15:53:37-05:00 2020-12-31 FOLEY & LARDNER LLP 777 E WISCONSIN AVE MILWAUKEE WI 532025306 990 2020-01-01 454678325 BRADLEY IMPACT FUND INC % KELLY MILLER BRAD 4142912500 1400 N WATER STREET Suite 300 MILWAUKEE WI 53202 CURT CULVER CHAIRMAN 4142912500 2021-10-08 true CURT CULVER 999009999 JASON J KOHOUT P01397759 4142712400 2021-10-04 2020 2022-09-23 18:48:47Z GABRIEL CONGER 1400 N WATER STREET300 MILWAUKEE WI 53202 65379816 false X WWW.BRADLEYIMPACTFUND.ORG X 2012 WI THE BRADLEY IMPACT FUND PROVIDES GRANTS TO ORGANIZATIONS THAT ALIGN WITH ITS GIVING AREAS OF CIVIL SOCIETY, INFORMED CITIZENS, FREE MARKETS, AND CONSTITUTIONAL ORDER. 7 7 3 12 0 0 14075106 31468778 0 0 242956 228683 0 0 14318062 31697461 8473681 21807556 0 0 582194 634902 144000 164825 376511 973760 1009893 10173635 23617176 4144427 8080285 13624586 22357268 174143 213492 13450443 22143776 THE BRADLEY IMPACT FUND IS A DONOR-ADVISED FUND WITH A MISSION TO SERVE AS PHILANTHROPIC ADVISORS WHO EDUCATE, EMPOWER, AND INSPIRE DONORS TO ADVANCE OUR COMMON PRINCIPLES THROUGH HIGH-IMPACT GIVING AND THE PROTECTION OF DONOR INTENT. false false 22791316 21807556 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 INTERST; 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. THE BRADLEY IMPACT FUND PROVIDED $21,807,556 IN GRANTS TO 134 ORGANIZATIONS DURING 2020. 22791316 true true false false false true false false false false true true false false false false true false false false false false false true false false false true false true false false false false false false false false true false false false false false false false false true 25 0 3 true false false false false false false false false false false false false false false false X 7 7 false false false false false false false true true false false true true true true true true true false false 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 KELLY MILLER 4142711700 400 E MASON ST STE 300 MILWAUKEE WI 53202 JESSICA DEAN SENIOR VICE PRESIDENT 40.0 0.0 X 214555 0 56525 GABRIEL CONGER PRESIDENT 40.0 0.0 X 175924 0 51007 CURT CULVER CHAIRMAN (BEGIN MAY) 2.0 0.0 X X 0 0 0 MICHAEL GREBE CHAIRMAN (THRU APRIL) 2.0 0.0 X X 0 0 0 RICHARD GRABER VICE PRESIDENT 5.0 0.0 X X 0 0 0 PHILLIP PRANGE TREASURER 1.0 0.0 X X 0 0 0 JASON KOHOUT SECRETARY 1.0 0.0 X X 0 0 0 STEPHEN EINHORN DIRECTOR 0.5 0.0 X 0 0 0 JAMES ARTHUR POPE DIRECTOR 0.5 0.0 X 0 0 0 DIANE HENDRICKS THRU MAY DIRECTOR 0.5 0.0 X 0 0 0 KATHRYN MURPHY BURKE DIRECTOR 0.5 0.0 X 0 0 0 PATRICK ENGLISH BEGIN APRIL DIRECTOR 0.5 0.0 X 0 0 0 SYLVIE LEGERE RICKETTS DIRECTOR 0.5 0.0 X 0 0 0 390479 0 107532 2 false true false AMERICAN PHILANTHROPIC 119 N HIGH ST WEST CHESTER PA 19380 FUNDRASING CONSULT 164825 1 31468778 8165900 31468778 0 394801 394801 0 0 0 0 0 33516237 33682355 -166118 -166118 -166118 0 0 0 0 0 0 0 0 0 0 31697461 228683 21807556 21807556 0 0 0 231311 156168 54105 21038 0 288222 201361 69762 17099 42683 29372 10178 3133 45217 31117 10781 3319 27469 18904 6549 2016 0 35788 35788 59857 59857 0 164825 164825 3306 3306 182652 170902 11750 207061 93410 16134 97517 55533 14523 37973 3037 119378 9105 104976 5297 0 57766 33736 20408 3622 17966 5234 2010 10722 0 264993 219928 179 44886 0 0 0 5593 5593 23617176 22791316 449349 376511 782878 1330681 0 0 1041436 530676 0 0 0 0 0 0 0 0 0 0 11476 13111 6590 0 6590 8107744 15976795 3681052 4499415 0 0 0 0 0 0 13624586 22357268 157825 157529 16318 55963 0 0 0 0 0 0 0 0 0 0 0 0 0 0 174143 213492 X 12722560 21651222 727883 492554 13450443 22143776 13624586 22357268 8080285 613048 X false true X true false X 2360585 6935315 10734234 14075106 31468778 65574018 0 0 2360585 6935315 10734234 14075106 31468778 65574018 15886831 49687187 73540 98170 193157 219200 394801 978868 0 0 66552886 0.74658 0.71690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 129 22878912 21905437 12957889 true true 6590 6590 6590 CASH WITH INVESTMENT MANAGERS 4312415 F INVESTMENT IN MUSICNOTES, INC 187000 F 4499415 32307203 613048 -3306 609742 31697461 31697461 23613870 23613870 3306 3306 23617176 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -3,306 X X true AMERICAN PHILANTHROPIC 119 N HIGH ST WEST CHESTER PA 19380 FUNDRAISING CONSULTING false 161507 164825 -3318 161507 164825 -3318 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. true SEE ATTACHED SCHEDULE VARIOUS VARIOUS WI 99999 21807556 SEE ATTACHED SCHEDULE 134 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 true true X false false false false false false false false false JESSICA DEAN SENIOR VICE PRESIDENT 185625 0 28750 180 32814 23711 271080 0 GABRIEL CONGER PRESIDENT 135821 0 40000 103 27750 23257 226931 0 PART I, LINE 1A JESSICA DEAN'S SOCIAL CLUB DUES ARE PAID BY BRADLEY IMPACT FUND. THEY WERE NOT TREATED AS TAXABLE COMPENSATION. X 27 8164500 QUOTED MARKET PRICE X WINE 1 1400 COST OF DONATED PROP 0 false true false SCHEDULE M, PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN COLUMN B. FORM 990, PART VI, SECTION B, LINE 11B: ================================================= THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMEBERS 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 INTEREST 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 B, LINE 15A: ================================================= THE ORGANIZATION PRESIDENT SUBMITS A BUDGET FOR SALARIES AND BONUSES TO THE BOARD OF DIRECTORS. THAT BUDGET IS DEVELOPED IN CONSULTATION WITH THE DIRECTOR OF HR AND INCLUDES MARKET COMPARISON DATA. THE BOARD REVIEWS AND APPROVES SALARIES AND BENEFITS INDEPENDENTLY FOR THE OVERALL BUDGET AS PART OF THE GOVERNANCE COMMITTEE AND AN EXECUTIVE SESSION AND AS PART OF THE OVERALL BUDGET WHICH IS REVIEWED AND RECOMMENDED TO THE ENTIRE BOARD BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19: ================================================= THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST.