l efile GRAPHIC p rint - DO NOT PROCESS Form I As Filed Data - I DLN: 93493144001149 OMB No 1545-0047 I- Return of Or ani72tinn Exam t From Income Tax 990 w ii 2018 Under section 501(c ), 527, or 4947( a)(1) of the Internal Revenue Code (except private foundations) ^ Do not enter social security numbers on this form as it may be made public Department of the 00, Go to www. irs.gov / Forni990 for instructions and the latest information. Trea,un Internal Rey emre Sen ice A innina 01-01- 2018 For the 2019 calendar y ear, or tax y ear . and endina 12-31-2018 C Name of organization BRADLEY IMPACT FUND INC B Check if applicable ❑ Address change D Employer identification number 45-4678325 ❑ Name change Doing business as ❑ Initial return ❑ Final return / terminated ❑ Amended return ❑ Application pending Number and street (or P O box if mail is not delivered to street address) 1249 N FRANKLIN PL C i eiepnone nurnuer Room/suite (414) 291-2500 City or town, state or province, country, and ZIP or foreign postal code MILWAUKEE, WI 532022901 G Gross receipts $ 18,142,130 F Name and address of principal officer MICHAEL GREBE 1249 N FRANKLIN PL MILWAUKEE, WI 532022901 I J Tax-exempt status Website : ^ R ❑ 501(c)(3) 501( c) ( H(a) Is this a group return for subordinates? H(b) Are all subordinates Included? ) A (insert no ) El 4947(a)(1) or El 527 If " No," attach a l ist 9 Corporation ❑ Y es o ( see instructions ) H(c) Group exemption number ^ WWW BRADLEYIMPACTFUND ORG K Form of organization No L Year of formation ❑ Trust ❑ Association ❑ Other ^ 2012 M State of legal domicile WI Summary 1 Briefly describe the organization ' s mission or most significant activities 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 ORGANIZATI ONS 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 L5 Q 2 3 Check this box ^ ❑ if the organization discontinued its operations or disposed of more than 25% of its net assets Number of voting members of the governing body (Part Vl, line 1a ) . . . . . . . 3 8 4 Number of independent voting members of the governing body (Part Vl, line 1b) 4 8 5 Total number of individuals employed in calendar year 2018 (Part V, line 2a ) 5 0 6 9 7a 0 6 Total number of volunteers ( estimate if necessary ) . . . . 7a Total unrelated business revenue from Part VIII, column ( C), line 12 b Net unrelated business taxable income from Form 990-T, line 34 . . . . . . . . . 7b Prior Year 8 Contributions and grants (Part VIII, line 1h ) . 9 Program service revenue (Part VIII, line 2g ) . . . . . 10 Investment income (Part VIII, column ( A), lines 3 , 4, and 7d ) . . 6,935 ,315 . . . 11 Other revenue (Part VIII, column ( A), lines 5, 6d, 8c, 9c , 10c, and 11e) 0 Current Year 10,734,234 0 0 112,577 177,896 0 0 12 Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12) 7,047,892 10,912,130 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3 4,451, 539 6 ,241,934 0 0 . . 14 Benefits paid to or for members (Part IX, column (A), line 4) 15 Salaries , other compensation , employee benefits (Part IX, column ( A), lines 5 -10) 11,000 0 16a Professional fundraising fees (Part IX, column (A), line 11e) 76,165 126,790 b Total fundraising expenses (Part IX, column (D), line 25) 17 Other expenses (Part IX, column ( A), lines 11a -11d, llf-24e) . 18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 19 Revenue less expenses Subtract line 18 from line 12 S2 Z1 577,566 6 ,946,290 1 ,631,897 Beginning of Current Year T 'M 877,291 5,415, 995 20 Total assets (Part X, line 16 ) . 21 Total liabilities (Part X, line 26 ) 22 . . . . . . . . . . . . . . . . . . Net assets or fund balances Subtract line 21 from line 20 Oil = Signature Block Under penalties of perjury, I declare that I have examined this return, inclu knowl edge and belief , it is true, correct, and complete Declaration of prepa an y knowled g e Sign Here Signature of officer MICHAEL GREBE CHAIRMAN Type or print name and title Print/Type preparer's name Paid Preparer Use Only Firm's name Preparer' s signature ^ WEGNER CPAS LLP Firm's address ^ 2921 LANDMARK PL STE 300 MADISON, WI 53713 May the IRS discuss this return with the preparer shown above? (see Instrui For Paperwork Reduction Act Notice, see the separate instructio . . . . 5,220, 405 . 3,965,840 End of Year 8 ,711,594 71,645 68,391 5,148,760 8,643,203 Form 990 (2018) Page 2 Statement of Program Service Accomplishments 1 ❑ Check if Schedule 0 contains a response or note to any line in this Part III Briefly describe the organization's mission SEE SCHEDULE 0 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? . . . . . . . . . . . . . . . . . . . . ❑ Yes . 9 No If "Yes," describe these new services on Schedule 0 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ Yes 2 No If "Yes," describe these changes on Schedule 0 4 4a Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported (Code ) (Expenses $ 6,435,878 including grants of $ 6,241,934 (Revenue $ 0 See Additional Data 4b (Code ) (Expenses $ including grants of $ ) (Revenue $ 4c (Code ) (Expenses $ including grants of $ ) (Revenue $ 4d Other program services (Describe in Schedule 0 4e Total program service expenses 11o, (Expenses $ including grants of $ ) (Revenue $ 6,435,878 Form 990 (2018) Form 990 (2018) Page 3 Checklist of Required Schedules Yes No 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A . . . . . . . . . . . . . . . . . . . . . 1 2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? 2 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I . . . . . . . . . . . . 3 Section 501(c )( 3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes, " complete Schedule C, Part 1/ . . . . . . . . . . . . . 4 No Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-197 If "Yes, " complete Schedule C, Part /// . . . . . . . . . . . . . . . . 5 No Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes, " complete Schedule D, Part I. . . . . . . . . . . . . . . . . 6 Did the organization receive or hold a conservation easement, including easements to preserve open space, . the environment, historic land areas, or historic structures? If "Yes, " complete Schedule D, Part 11 °4^ . 7 No 4 5 6 7 . Yes Yes No Y es 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? . If "Yes, " complete Schedule D, Part 1/I . . . . . . . . . . . . 8 No 9 Did the organization report an amount in Part X, line 21 for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X, or provide credit counseling, debt management, credit repair, or debt negotiation services7If "Yes, " complete Schedule D, Part IV . . . . . . . . . . . . . . 9 No 10 No I la No 10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V *J . . . . . . 11 If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable a Did the organization report an amount for land, buildings, and equipment in Part X, line 10' If "Yes, " complete Schedule D, Part VI . . . . . . . . . . . . . . . . . . . . b Did the organization report an amount for investments-other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16' If "Yes," complete Schedule D, Part VII °4^ . 11b c Did the organization report an amount for investments-program related in Part X, line 13 that is 5% or more of its . total assets reported in Part X, line 167 If "Yes, " complete Schedule D, Part VIII. . . . . . lic No Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16' If "Yes," complete Schedule D, Part IX. . . . . . . . . . . . . Ild No Ile No h if No d e Did the organization report an amount for other liabilities in Part X, line 257 If "Yes," complete Schedule D, Part X tj f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)' If "Yes, " complete Schedule D, PartX Ij 12a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts XI and XII °^j . . . . . . . . . . . . b 13 . . . . Was the organization included in consolidated, independent audited financial statements for the tax year If " Yes, " and if the organization answered " No " to line 12a, then completing Schedule D, Parts XI and XII is optional 12a Yes Yes 12b No Is the organization a school described in section 170(b)(1)(A)(ii)7 If "Yes," complete Schedule E 13 No 14a No 14b No Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If "Yes, " complete Schedule F, Parts II and IV . 15 No Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If "Yes, " complete Schedule F, Parts III and IV . . . 16 No 14a Did the organization maintain an office, employees, or agents outside of the United States? b 15 16 . . . . Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If " Yes, " complete Schedule F, Parts I and IV . . . . . . . 17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and lie? If "Yes, " complete Schedule G, Part /(see instructions) . . . . Ij 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, . lines 1c and 8a' If "Yes," complete Schedule G, Part II . . . . . . . . . . . . 19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a' If "Yes," .^ complete Schedule G, Part 111 . . . . . . . . . . . . . . . . . . 20a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H . b . . 17 Yes 18 No 19 No 20a No If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1' If "Yes, " complete Schedule I, Parts I and II . . . . . tj 22 Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, °^ column (A), line 27 If "Yes, " complete Schedule I, Parts I and III . 20b 21 22 Yes No Form 990 (2018) Form 990 (2018) Page 4 Checklist of Required Schedules (continued) Yes 23 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J . . . . . . . . . . . . . . . . . . . . . . . 24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes, "answer lines 24b through 24d and complete Schedule K If "No,"go to line 25a . . . . . . . . . . . . . . No 23 No 24a b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? . . . . . . . . . . . . . . 24c Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 24d No 24b d 25a Section 501(c )( 3), 501(c)(4), and 501(c )( 29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I . . . . . . . . . . . . b 26 27 28 a 25a No 25b No Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes, " complete Schedule L, Part 11 . . . . . . . . . . . . . . . . 26 No Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part 111 . . . . . . . . . 27 No Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ7 If "Yes, " complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions) A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . 28a No b A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . 28b No c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV . . 28c No 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M . 29 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M . . . . . . . . . . . . . 1i 30 No 31 No Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes, " complete Schedule N, Part 11 . . . . . . . . . . . 32 No Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301 7701-2 and 301 7701-3' If " Yes," complete Schedule R, Part I . . . . . . . . 33 No Was the organization related to any tax-exempt or taxable entity? If " Yes," complete Schedule R, Part 1/, III, or IV, and Part V, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . 34 No 35a No 31 Yes Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I 32 33 34 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? b If'Yes' to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)' If "Yes," complete Schedule R, Part V, line 2 . . 35b 36 Section 501(c )( 3) organizations . Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2 . . . . . . . . . . . . . 36 No 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI 37 No Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11b and 197 Note. All Form 990 filers are required to complete Schedule 0 . 38 38 Yes Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule 0 contains a response or note to any line in this Part V Yes la Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable . la 26 lb 0 b Enter the number of Forms W-2G included in line la Enter -0- if not applicable c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? . . . . . . . . . . . . . . . . . No lc Form 990 (2018) Form 990 (2018) Page 5 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return . . . . . . . . . . . . . . . . . b 2a 0 3a Did the organization have unrelated business gross income of $1,000 or more during the year? b 2b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? Note .If the sum of lines la and 2a is greater than 250, you may be required to e-file (see instructions) . . . 3a If "Yes," has it filed a Form 990-T for this year7If "No" to line 3b, provide an explanation in Schedule 0 . . . No 3b 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? . b If "Yes," enter the name of the foreign country ^ See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR) 4a No 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5a No 5b No . . b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? c If "Yes," to line 5a or 5b, did the organization file Form 8886-T7 . Sc 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? . . b 7 If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? . . . . . . . . . . . . 6a 6b Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? . . 7a 7b b If "Yes," did the organization notify the donor of the value of the goods or services provided? c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 82827 . . . . . . . . . d If "Yes," indicate the number of Forms 8282 filed during the year e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? . . . . . . . . . . . . . . . . . . . . . 7g If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C7 . . . . . . . . . . . . . . . . . . . . . . . . 7h h 8 . b . No 7c No 7e No 7f No 7d . Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . 9a Did the sponsoring organization make any taxable distributions under section 49667 10 No . . . Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? . . . 8 No 9a No 9b No Section 501(c )( 7) organizations. Enter a Initiation fees and capital contributions included on Part VIII, line 12 b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 11 . 10a 10b Section 501(c )( 12) organizations. Enter a Gross income from members or shareholders . . . . . . . . b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them ) . . . . . . . . . Ila ilb 12a Section 4947 ( a)(1) non - exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041' b 12a If "Yes," enter the amount of tax-exempt interest received or accrued during the year 12b 13 Section 501(c )( 29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? Note . See the instructions for additional information the organization must report on Schedule 0 b Enter the amount of reserves the organization is required to maintain by the states in . . which the organization is licensed to issue qualified health plans . . 13b Enter the amount of reserves on hand 13c c . 14a Did the organization receive any payments for indoor tanning services during the tax year? b 15 16 . 13a . If "Yes," has it filed a Form 720 to report these payments?If "No," provide an explanation in Schedule 0 Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N . Is the organization an educational institution subject to the section 4968 excise tax on net investment income? If "Yes," com p lete Form 4720, Schedule 0 . 14a No 14b 15 16 No No Form 990 (2018) Form 990 ( 2018) Page 6 ■ Governance , Management , and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or IOb below, describe the circumstances, processes, or changes in Schedule 0 See instructions Check if Schedule 0 contains a response or note to any line in this Part VI . Section A. Governinci Body and Management Yes la Enter the number of voting members of the governing body at the end of the tax year la 8 lb I 8 I No If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule 0 b Enter the number of voting members included in line la, above, who are independent 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? 2 No 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? . 3 No 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? 4 No 5 Did the organization become aware during the year of a significant diversion of the organization's assets? 5 No 6 Did the organization have members or stockholders? 6 No 7a No 7b No . . 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? . . b 8 a b 9 Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? . Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following The governing body? . . Each committee with authority to act on behalf of the governing body? . . Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization ' s mailing address? If "Yes," provide the names and addresses in Schedule 0 . . . . . . . I 8a Yes 8b Yes 9 I I No Section B. Policies (This Section B requests Information about policies not required by the Internal Revenue Code.) Yes 10a Did the organization have local chapters, branches, or affiliates? b . . 10a No If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? 10b Ila Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? . . Ila Yes b Describe in Schedule 0 the process, if any, used by the organization to review this Form 990 . 12a Did the organization have a written conflict of interest policy? If "No,"go to line 13 . b c 12a Yes Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? . . . 12b Yes Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule 0 how this was done . . . . . . . . . . . . . . . . . . . 12c Yes 13 Yes 14 Yes . 13 Did the organization have a written whistleblower policy? . 14 Did the organization have a written document retention and destruction policy? 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization's CEO, Executive Director, or top management official b Other officers or key employees of the organization . . . No . 15a No 15b No 16a No If "Yes" to line 15a or 15b, describe the process in Schedule 0 (see instructions) 16a Did the organization invest in, contribute assets to, or participate in a Joint venture or similar arrangement with a taxable entity during the year? . b . If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements? 16b Section C . Disclosure 17 List the States with which a copy of this Form 990 is required to be 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 18 Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection Indicate how you made these available Check all that apply 19 Describe in Schedule 0 whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year 20 State the name, address, and telephone number of the person who possesses the organization's books and records ORGANIZATION 1249 N FRANKLIN PL MILWAUKEE, WI 532022901 (414) 291-2500 ❑ Own website ❑ Another's website 9 Upon request ❑ Other (explain in Schedule 0) Form 990 (2018) Form 990 (2018) Page 7 Compensation of Officers, Directors , Trustees , Key Employees, Highest Compensated Employees, and Independent Contractors ❑ Check if Schedule 0 contains a response or note to any line in this Part VII Section A. Officers , Directors , Trustees, Key Employees , and Highest Compensated Employees la Complete this table for all persons required to be listed Report compensation for the calendar year ending with or within the organization's tax year • List all of the organization' s current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation Enter -0- in columns (D), (E), and (F) if no compensation was paid • List all of the organization' s current key employees, if any See instructions for definition of "key employee • List the organization's five current highest compensated employees (other than an officer, director, trustee or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations • List all of the organization' s former officers, key employees, or highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations • List all of the organization' s former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations List persons in the following order individual trustees or directors, institutional trustees, officers, key employees, highest compensated employees, and former such persons 9 Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee (A) Name and Title (B) Average hours per week ( list any hours for related organizations below dotted line) (C) Position ( do not check more than one box, unless person is both an officer and a director/ trustee ) 2 = _n 1 _ (D ) Reportable compensation from the organization (W- 2/ 1099MISC) ( E) Reportable compensation from related organizations ( W- 2/1099MISC ) (F) Estimated amount of other compensation from the organization and related organizations r. 0 D I• ^^ (1) MICHAEL GREBE ...................................................................... DIRECTOR AND CHAIRMAN 2 00 ................ X X 0 0 0 (2) GEORGE MOSHER ...................................................................... DIRECTOR AND TREASURER (THRU MID-AUGUST) 1 00 ................ X X 0 0 0 (3) STEPHEN EINHORN ...................................................................... DIRECTOR 0 50 ................ X 0 0 0 (4) JAMES ARTHUR POPE ...................................................................... DIRECTOR 0 50 ................ X 0 0 0 (5) DIANE HENDRICKS ...................................................................... DIRECTOR 0 50 ................ X 0 0 0 (6) MICHAEL KEISER ...................................................................... DIRECTOR 0 50 ................ X 0 0 0 (7) CURT CULVER ...................................................................... DIRECTOR AND TREASURER ( BEG MID -AUGUST) 1 00 ................ X 0 0 0 (8) SYLVIE LEGERE ...................................................................... DIRECTOR 0 50 ................ X 0 0 0 (9) PHILLIP PRANGE ...................................................................... DIRECTOR 0 50 ................ X 0 0 0 (10) JESSICA DEAN ...................................................................... PRESIDENT 35 00 ................ X 0 0 0 (11) RICHARD W GRABER ...................................................................... VICE PRESIDENT 5 00 ................ x 0 0 0 (12) JASON KOHOUT ...................................................................... SECRETARY 0 45 ................ x 0 0 0 X Form 990 (2018) Form 990 (2018) Page 8 Section A . Officers, Directors , Trustees , Key Employees , and Highest Compensated Employees (continued) (A) Name and Title (B) Average hours per week (list any hours for related organizations below dotted line) (C) Position (do not check more than one box, unless person is both an officer and a director/trustee) _. 2, = r v =,L, T 2 (D ) Reportable compensation from the organization (W2/1099-MISC) ( E) Reportable compensation from related organizations (W2/1099-MISC) (F) Estimated amount of other compensation from the organization and related organizations ii T. ;T lb Sub -Total . ^ c Total from continuation sheets to Part VII, Section A . d Total ( add lines lb and 1c) 2 . ^ ^ 0 0 0 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization ^ 0 No Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line la? If "Yes," complete Schedule J for such individual . . . . . . . . . . . . For any individual listed on line la, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . . Did any person listed on line la receive or accrue compensation from any unrelated organization or individual for services rendered to the organization?lf "Yes," complete Schedule J for such person . . . . . . ^ 3 No 4 No 5 No Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization Report compensation for the calendar year ending with or within the organization's tax year (A) Name and business address AMERICAN PHILANTHROPIC 119 N HIGH ST WEST CHESTER, PA (B) Description of services FUNDRAISING CONSULTING (C) Compensation 126,790 19380 2 Total number of independent contractors ( including but not limited to those listed above ) who received more than $ 100,000 of compensation from the organization ^ 1 Form 990 (2018) Form 990 (2018) Page Statement of Revenue ❑ Check if Schedule 0 contains a response or note to any line in this Part VIII (A) Total revenue la Federated campaigns b Membership dues Uj E f.^ . (B) Related or exempt function revenue (C) Unrelated business revenue (D) Revenue excluded from tax under sections 512 - 514 la . lb c Fundraising events . lc d Related organizations id e Government grants (contributions) le All other contributions, gifts, grants, and similar amounts not included above 10 , 734 , 234 If O g Noncash contributions included in lines la - if $ V h Total . Add lines la-1f . 'a . 1,173,288 . . . . ^ 10,734,234 Business Code ti 2a b C d M e f All other program service revenue 0 gTotal. Add lines 2a-2f . ^ 3 Investment income (including dividends, interest, and other similar amounts) ^ . 4 Income from investment of tax-exempt bond proceeds ^ 5 Royalties ^ . . . . . . . . . . (i) Real . 193,157 193,157 -15,261 -15,261 (ii) Personal 6a Gross rents b Less c rental expenses Rental income or (loss) d Net rental income o r (loss) . . . ^ (i) Securities (ii) Other 7a Gross amount from sales of assets other than inventory 7,214,739 b Less cost or other basis and sales expenses C 7,230,000 -15,261 Gain or (loss) ^ d Net gain or (loss) y cc cc 8a Gross income from fundraising events (not including $ of contributions reported on line 1c) See Part IV, line 18 . . . . a b Less direct expenses . b c Net income or (loss) from fundraising ev ents . w 0 ^ 9a Gross income from gaming activities See Part IV, line 19 . . a b Less direct expenses . b c Net income or (loss) from gaming activit ies . ^ lOaGross sales of inventory, less returns and allowances . . a b Less cost of goods sold . b c Net income or (loss) from sales of inventory Miscellaneous Revenue . ^ Business Code I la b C dAll other revenue . . eTotal . Add lines 11a-11d 12 Total revenue . See Instructions ^ ^ 10,912,130 0 0 177,896 Form 990 (2018) Form 990 (2018) Page 10 Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns All other organizations must complete column (A) Check iF Schedule n contains a res V onse or note to , Y line in this Part IX Do not include amounts reported on lines 6b, 7b, 8b , 9b, and 10b of Part VIII . (A) Total expenses 1 Grants and other assistance to domestic organizations and domestic governments See Part IV, line 21 6,241,934 . . . . . . Program service expenses . . . . . Management and general expenses . . . ❑ (D) Fundraisingexpenses 6,241,934 2 Grants and other assistance to domestic individuals See Part IV, line 22 3 Grants and other assistance to foreign organizations , foreign governments , and foreign individuals See Part IV, line 15 and 16 4 Benefits paid to or for members 5 Compensation of current officers, directors , trustees, and key employees . . 6 Compensation not included above , to disqualified persons (as defined under section 4958 ( f)(1)) and persons described in section 4958 ( c)(3)(B) . . 7 Other salaries and wages 8 Pension plan accruals and contributions ( include section 401 (k) and 403(b) employer contributions) . 9 Other employee benefits 10 Payroll taxes . . . . 11 Fees for services ( non-employees) a Management . . b Legal c Accounting . . . . . . . d Lobbying 26,705 26,705 48,105 48,105 . 126,790 e Professional fundraising services See Part IV, line 17 f Investment management fees g Other ( If line 11g amount exceeds 10 % of line 25 , column (A) amount, list line 11g expenses on Schedule 0) 126,790 46,614 46,614 9 ,800 9,800 265,773 89,748 560 175,465 13 Office expenses 29,672 10,847 13,368 5,457 14 46,762 12 Advertising and promotion . Information technology 46,762 15 Royalties 16 Occupancy 17 Travel . . . . . . . . . 20,316 15,316 78,653 78,033 2,320 2,680 18 Payments of travel or entertainment expenses for any federal , state , or local public officials . 19 Conferences , conventions , and meetings 20 Interest . . . . . 620 . 21 Payments to affiliates 22 Depreciation , depletion, and amortization 23 Insurance . . . 1,682 1,682 24 Other expenses Itemize expenses not covered above (List miscellaneous expenses in line 24e If line 24e amount exceeds 10 % of line 25 , column ( A) amount , list line 24e expenses on Schedule 0 a b c d e All other expenses 25 Total functional expenses . Add lines 1 through 24e 3,484 6,946,290 3,484 6,435,878 199,400 311,012 26 Joint costs . Complete this line only if the organization reported in column ( B) joint costs from a combined educational campaign and fundraising solicitation Check here ^ ❑ if following SOP 98-2 (ASC 958-720) Form 990 (2018) Form 990 (2018) Page 11 Balance Sheet Check if Schedule 0 contains a response or note to any line in this Part IX (A) Beginning of year Qy Cash-non-interest-bearing Savings and temporary cash investments . 2,628 Pledges and grants receivable, net 4 Accounts receivable, net 5 7 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees Complete Part II of Schedule L . . . . . . . . . . . Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L . . . . . . . . . . . . . . Notes and loans receivable, net . 8 Inventories for sale or use 9 Prepaid expenses and deferred charges b . . . . . . . . . . . 10a Investments-publicly traded securities 12 Investments-other securities See Part IV, line 11 13 Investments-program-related See Part IV, line 11 14 Intangible assets 15 Other assets See Part IV, line 11 16 Total assets.Add lines 1 through 15 (must equal line 34) 5 6 7 . . . . . . 12,013 11 4,020,134 854,517 12 3,557,503 . . 9 4,087,272 13 . . . . 14 . 15 . . 5,220,405 16 8,711,594 17 31,891 18 36,500 17 Accounts payable and accrued expenses 26,092 18 Grants payable 45,553 19 Deferred revenue 20 Tax-exempt bond liabilities 21 Escrow or custodial account liability Complete Part IV of Schedule D cZ 1,057,551 10c 11 A 22 0 3 8 10b . 64,393 4 559 Less accumulated depreciation . . . Land, buildings, and equipment cost or other basis Complete Part VI of Schedule D . 1 2 3 10a C'3 :. 275,429 1 2 6 (B) End of year . . 19 . 20 21 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons Complete Part II of Schedule L . 22 23 Secured mortgages and notes payable to unrelated third parties 24 Unsecured notes and loans payable to unrelated third parties 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24) Complete Part X of Schedule D 26 Total liabilities .Add lines 17 through 25 27 Organizations that follow SFAS 117 ( ASC 958 ), check here ^ complete lines 27 through 29, and lines 33 and 34. Unrestricted net assets 28 Temporarily restricted net assets 29 Permanently restricted net assets . . . 23 . 24 . . . . . . . 25 71,645 26 68,391 193,906 27 7,585,652 4,954,854 28 1,057,551 9 and . 29 Organizations that do not follow SFAS 117 (ASC 958), y Z 30 check here ^ ❑ and complete lines 30 through 34. Capital stock or trust principal, or current funds 31 Paid-in or capital surplus, or land, building or equipment fund 32 Retained earnings, endowment, accumulated income, or other funds 33 Total net assets or fund balances 34 . Total liabilities and net assets/fund balances . . . . 30 . . . . . . . . . . . 31 32 . 5,148,760 33 8,643,203 5,220,405 34 8,711,594 Form 990 (2018) Form 990 (2018) Page 12 Reconcilliation of Net Assets ❑ Check if Schedule 0 contains a response or note to any line in this Part XI 1 Total revenue (must equal Part VIII, column (A), line 12) . . . . . . . . . . . 1 10,912,130 2 Total expenses (must equal Part IX, column (A), line 25) . . . . . . . . . . . 2 6,946,290 3 Revenue less expenses Subtract line 2 from line 1 3 3,965,840 4 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) 4 5,148,760 5 Net unrealized gains (losses) on investments 5 -471,397 6 Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Investment expenses Prior period adjustments 9 Other changes in net assets or fund balances (explain in Schedule 0) 10 Net assets or fund balances at end of year Combine lines 3 through 9 (must equal Part X, line 33, column (B)) . . 6 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 . . 8 9 0 10 8,643,203 Financial Statements and Reporting ❑ Check if Schedule 0 contains a response or note to any line in this Part XII Yes 1 No ❑ Cash ❑ Other 2 Accrual If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule 0 Accounting method used to prepare the Form 990 2a Were the organization's financial statements compiled or reviewed by an independent accountant? 2a No If'Yes,' check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both ❑ Separate basis b ❑ Consolidated basis ❑ Both consolidated and separate basis Were the organization's financial statements audited by an independent accountant? 2b Yes 2c Yes If'Yes,' check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both 9 Separate basis c ❑ Consolidated basis ❑ Both consolidated and separate basis If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule 0 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? b If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule 0 and describe any steps taken to undergo such audits 3a I I No 3b Form 990 (2018) Additional Data Software ID: Software Version: EIN: Name : 45-4678325 BRADLEY IMPACT FUND INC Form 990 (2018) Form 990 , Part III , Line 4a: THE BRADLEY IMPACT FUND PROVIDES GRANTS TO ORGANIZATIONS THAT ALIGN WITH ITS GIVING AREAS OF CIVIL SOCIETY, INFORMED CITIZENS, FREE MARKETS, AND CONSTITUTIONAL ORDER l efile GRAPHIC p rint - DO NOT PROCESS SCHEDULE A (Form 990 or 990EZ) Department of the Trea^un I As Filed Data - I DLN: 93493144001149 OMB No 1545-0047 Public Charity Status and Public Support Complete if the organization is a section 501(c)(3) organization or a section 4947 ( a)(1) nonexempt charitable trust. ^ Attach to Form 990 or Form 990-EZ. ^ Go to www. irs.gov / Form990 for the latest information. 2018 • ' Employer identification number Name of the organization BRADLEY IMPACT FUND INC 45-4678325 JL^ Reason for Public Charity Status (All organizations must complete this part.) See instructions. The organization is not a private foundation because it is (For lines 1 through 12, check only one box ) 1 A church, convention of churches, or association of churches described in section 170 ( b)(1)(A)(i). 2 A school described in section 170 (b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ) ) 3 A hospital or a cooperative hospital service organization described in section 170(b )( 1)(A)(iii). 4 A medical research organization operated in conjunction with a hospital described in section 170 (b)(1)(A)(iii). Enter the hospital's name, city, and state 5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170 (b)(1)(A)(iv ). (Complete Part II ) 6 A federal, state, or local government or governmental unit described in section 170(b )( 1)(A)(v). 7 Q An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi ). (Complete Part II ) 8 A community trust described in section 170 ( b)(1)(A)(vi ) (Complete Part II ) 9 An agricultural research organization described in 170 ( b)(1)(A)(ix ) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture See instructions Enter the name, city, and state of the college or university 10 An organization that normally receives (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions-subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 See section 509 (a)(2). (Complete Part III ) 11 An organization organized and operated exclusively to test for public safety See section 509(a)(4). 12 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a )( 1) or section 509(a )(2). See section 509(a )(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g a Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization You must complete Part IV, Sections A and B. b Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s) You must complete Part IV, Sections A and C. c Type III functionally integrated . A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions) You must complete Part IV, Sections A, D, and E. d Type III non - functionally integrated . A supporting organization operated in connection with its supported organization(s) that is not functionally integrated The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions ) You must complete Part IV, Sections A and D , and Part V. e Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization Enter the number of supported organizations g Provide the following information about the supported organization(s) (i) Name of supported (ii) EIN (iii) Type of (iv) Is the organization listed organization organization in your governing document? (described on lines 1- 10 above (see instructions)) Yes Tota For Paperwork Reduction Act Notice , see the Instructions for Form 990 or 990-EZ. Cat No 11285F (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions) No Schedule A (Form 990 or 990 - EZ) 2018 Schedule A (Form 990 or 990-EZ) 2018 Page 2 Support Schedule for Organizations Described in Sections 170(b )(1)(A)(iv), 170( b)(1)(A)(vi ), and 170 (b)(1)(A)(ix) (Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Su pp ort Calendar year (or fiscal year beginning in) ^ Gifts, grants , contributions, and membership fees received ( Do not include any " unusual grant ') Tax revenues levied for the organization ' s benefit and either paid to or expended on its behalf 1 2 ( a) 2014 The value of services or facilities furnished by a governmental unit to the organization without charge Total . Add lines 1 through 3 The portion of total contributions by each person ( other than a governmental unit or publicly supported organization ) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) 3 4 5 ( b) 2015 ( c) 2016 ( d) 2017 ( e) 2018 2 ,681,724 4,058,519 2,360,585 6,935,315 10,734,234 26,770,377 2,681,724 4,058 ,519 2 ,360,585 6,935,315 10,734,234 26,770,377 6,347,346 Public support . Subtract line 5 6 ( f) Total 20 ,423,031 from line 4 Section B. Total Su pp ort Calendar year (a)2014 (b)2015 (or fiscal year beginning in) ^ 2,681,724 4,058,519 7 Amounts from line 4 8 Gross income from interest, dividends, payments received on 21,366 77,286 securities loans, rents, royalties and income from similar sources 9 Net income from unrelated business activities, whether or not the business is regularly carried on Other income Do not include gain 10 or loss from the sale of capital assets (Explain in Part VI ) Total support . Add lines 7 through 11 10 12 Gross receipts from related activities, etc (see instructions) (c)2016 (d)2017 (e)2018 (f)Total 2,360,585 6,935,315 10,734,234 26,770,377 73,540 98,170 193,157 463,519 27,233,896 12 First five years . If the Form 990 is for the organization 's first, second , third, fourth, or fifth tax year as a section 501(c)( 3) organization, check this box and stoD here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ^ ❑ Section C. Computation of Public Support Percentage 14 Public support percentage for 2018 (line 6, column (f) divided by line 11, column (f)) 74 990 15 Public support percentage for 2017 Schedule A, Part II, line 14 69 250 15 16a 33 1 / 3% support test-2018 . If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, b and stop here . The organization qualifies as a publicly supported organization ^ 9 33 1 / 3% support test-2017 . If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here . The organization qualifies as a publicly supported organization 17a 10 %- facts - and-circumstances test-2018 . If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here . Explain in Part VI how the organization meets the "facts-and-circumstances" test The organization qualifies as a publicly supported b 18 ^ ❑ organization 10%-facts - and-circumstances test-2017 . If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test The organization qualifies as a publicly ^ ❑ supported organization Private foundation . If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see ^ ❑ instructions ^ ❑ Schedule A (Form 990 or 990-EZ) 2018 Page 3 INOMW Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Su pp ort Calendar year (or fiscal year beginning in) ^ Gifts, grants, contributions, and 1 membership fees received (Do not include any "unusual grants ") Gross receipts from admissions, 2 merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose Gross receipts from activities that are 3 not an unrelated trade or business under section 513 Tax revenues levied for the 4 organization's benefit and either paid to or expended on its behalf The value of services or facilities 5 furnished by a governmental unit to the organization without charge 6 Total . Add lines 1 through 5 7a Amounts included on lines 1, 2, and 3 received from disqualified persons b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year c Add lines 7a and 7b 8 Public support . (Subtract line 7c from line 6 (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total Section B. Total Support 9 10a b c 11 12 13 14 Calendar year (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total (or fiscal year beginning in) ^ Amounts from line 6 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 Add lines 10a and 10b Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on Other income Do not include gain or loss from the sale of capital assets (Explain in Part VI ) Total support. (Add lines 9, 10c, 11, and 12) First five years . If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, ^ ❑ check this box and stop here Section C . Com p utation of Public Su pp ort Percenta g e Public support percentage for 2018 (line 8, column (f) divided by line 13, column (f)) 15 16 Public support percentage from 2017 Schedule A, Part III, line 15 15 16 Section D. Computation of Investment Income Percentage 17 Investment income percentage for 2018 (line 10c, column (f) divided by line 13, column (f)) 17 18 18 Investment income percentage from 2017 Schedule A, Part III, line 17 19a 331 / 3% support tests-2018 . If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ^ ❑ b 33 1 / 3% support tests-2017 . If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here . The organization qualifies as a publicly supported organization 20 Private foundation . If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions ^ ❑ ^ ❑ Schedule A (Form 990 or 990-EZ) 2018 Schedule A (Form 990 or 990-EZ) 2018 Page 4 Supporting Organizations (Complete only if you checked a box on line 12 of Part I If you checked 12a of Part I, complete Sections A and B If you checked 12b of Part I, complete Sections A and C If you checked 12c of Part I, complete Sections A, D, and E If you checked 12d of Part I, complete Sections A and D, and complete Part V Section A. All SuoDortina Oraanizations Yes 1 Are all of the organization's supported organizations listed by name in the organization's governing documents? If "No, " describe in Part VI how the supported organizations are designated If designated by class or purpose, describe the designation If historic and continuing relationship, explain 2 Did the organization have any supported organization that does not have an IRS determination of status under section 509 (a)(1) or (2)? If "Yes, " explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2) 3a Did the organization have a supported organization described in section 501(c)(4), (5), or (6)7 If "Yes," answer (b) and (c) below b Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination c Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If " Yes, " explain in Part VI what controls the organization put in place to ensure such use 4a Was any supported organization not organized in the United States ("foreign supported organization")? If "Yes" and if you checked 12a or 12b in Part I, answer (b) and (c) below b c 5a Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If "Yes, " describe in Part VI how the organization had such control and discretion despite being controlled or su p ervised b y or in connection with its su pp orted org anizations Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)7 If "Yes, " explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(8) purposes Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes," answer (b) and (c) below (if applicable) Also, provide detail in Part VI, including (I) the names and EIN numbers of the supported organizations added, substituted, or removed, (u) the reasons for each such action, (Ili) the authority under the organization ' s organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the org anizin g document) 2 3a 3b 3c 4a 4b 4c 5a b Type I or Type II only . Was any added or substituted supported organization part of a class already designated in the organization's organizing document? 5b c Substitutions only. Was the substitution the result of an event beyond the organization's control? 5c 6 7 8 9a b c 10a b Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization ' s supported organizations? If " Yes, " provide detail in Part VI. 6 Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If "Yes, " complete Part I of Schedule L (Form 990 or 990-EZ) 7 Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 77 If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ) 8 Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))' If "Yes," provide detail in Part VI. 9a Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If "Yes, " provide detail in Part VI. 9b Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If " Yes, " provide detail in Part VI. 9c Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If "Yes," answer line IOb below Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings) 10a 10b No Schedule A (Form 990 or 990-EZ) 2018 Page 5 Supporting Organizations (continued) No 11 Has the organization accepted a gift or contribution from any of the following persons? a A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization? b A family member of a person described in (a) above? c A 35% controlled entity of a person described in (a) or (b) above? If "Yes" to a, b, or c, provide detail in Part VI Section B. Type I Supporting Organizations No Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's directors or trustees at all times during the tax year? If "No, " describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization's activities If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If "Yes, " explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization Section C. Type II Supporting Organizations No Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organization(s)? If "No, " describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s) Section D. All Type III Supporting Organizations No Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization's governing documents in effect on the date of notification, to the extent not previously provided? Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported organization (s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s) By reason of the relationship described in (2), did the organization's supported organizations have a significant voice in the organization's investment policies and in directing the use of the organization's income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization's supported organizations played in this regard Section E . Type III Functionally - Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions) a The organization satisfied the Activities Test Complete line 2 below b The organization is the parent of each of its supported organizations Complete line 3 below c The organization supported a governmental entity Describe in Part VI how you supported a government entity (see instructions) Activities Test Answer ( a) and ( b) below. Yes I No a Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities b Did the activities described in (a) constitute activities that, but for the organization's involvement, one or more of the organization's supported organization (s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization's position that its supported organization(s) would have engaged in these activities but for the organization's involvement Parent of Supported Organizations Answer ( a) and ( b) below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI. b Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard 3a 3b Schedule A (Form 990 or 990-EZ) 2018 Page 6 Type III Non-Functionally Integrated 509(a )( 3) Supporting Organizations 1 E] Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov 20, 1970 ( explain in Part VI) See instructions . All other Type III non-functionally integrated supporting organizations must complete Sections A through E Section A - Adjusted Net Income 1 Net short-term capital gain 1 2 Recoveries of prior-year distributions 2 3 Other gross income (see instructions) 3 4 Add lines 1 through 3 4 5 Depreciation and depletion 5 6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6 7 Other expenses (see instructions) 7 8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8 Section B - Minimum Asset Amount 1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year) (A) Prior Year (B) Current Year (optional) (A) Prior Year (B) Current Year (optional) 1 a Average monthly value of securities la b Average monthly cash balances lb c Fair market value of other non-exempt-use assets Ic d Total (add lines la, 1b, and 1c) id e Discount claimed for blockage or other factors (explain in detail in Part VI) 2 Acquisition indebtedness applicable to non-exempt use assets 2 3 Subtract line 2 from line ld 3 4 Cash deemed held for exempt use Enter 1-1/2% of line 3 (for greater amount, see instructions) 4 5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 6 Multiply line 5 by 035 6 7 Recoveries of prior-year distributions 7 Minimum Asset Amount (add line 7 to line 6) 8 8 Current Year Section C - Distributable Amount 1 Adjusted net income for prior year (from Section A, line 8, Column A) 1 2 Enter 85% of line 1 2 3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3 4 Enter greater of line 2 or line 3 4 5 Income tax imposed in prior year 5 6 Distributable Amount . Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6 7 R Check here if the current year is the organization ' s first as a non-functionally- integrated Type III supporting organization (see instructions) Schedule A (Form 990 990-EZ) 2018 Schedule A (Form 990 or 990-EZ) 2018 Page Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued) Current Year Section D - Distributions 1 Amounts paid to supported organizations to accomplish exempt purposes 2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity 3 Administrative expenses paid to accomplish exempt purposes of supported organizations 4 Amounts paid to acquire exempt-use assets 5 Qualified set-aside amounts (prior IRS approval required) 6 Other distributions (describe in Part VI) See instructions 7 Total annual distributions . Add lines 1 through 6 8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI) See instructions 9 Distributable amount for 2018 from Section C, line 6 10 Line 8 amount divided by Line 9 amount Section E - Distribution Allocations ( see instructions ) (i) Excess Distributions (ii) Underdistributions Pre-2018 (iii) Distributable Amount for 2018 1 Distributable amount for 2018 from Section C, line 6 2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI) See instructions 3 Excess distributions carryover, if any, to 2018 a From 2013. b From 2014. c From 2015. d From 2016. e From 2017. f Total of lines 3a through e g Applied to underdistributions of prior years h Applied to 2018 distributable amount i Carryover from 2013 not applied (see instructions) j Remainder Subtract lines 3g, 3h, and 31 from 3f 4 Distributions for 2018 from Section D, line 7 a Applied to underdistributions of prior years b Applied to 2018 distributable amount c Remainder Subtract lines 4a and 4b from 4 5 Remaining underdistributions for years prior to 2018, if any Subtract lines 3g and 4a from line 2 If the amount is greater than zero, explain in Part VI See instructions 6 Remaining underdistributions for 2018 Subtract lines 3h and 4b from line 1 If the amount is greater than zero, explain in Part VI See instructions 7 Excess distributions carryover to 2019 . Add lines 3j and 4c 8 Breakdown of line 7 a Excess from 2014. b Excess from 2015. c Excess from 2016. d Excess from 2017. e Excess from 2018. Schedule A (Form 990 or 990 -EZ) (2018) Additional Data Software ID: Software Version: EIN: Name : 45-4678325 BRADLEY IMPACT FUND INC Schedule A (Form 990 or 990-EZ) 2018 Supplemental Section A, lines Part IV, Section Section D, lines instructions) Page 8 Information . Provide the explanations required by Part II, line 10, Part II, line 17a 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c, Part IV, Section B, lines 1 D, lines 2 and 3, Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b, Part V, line 1, Part 5, 6, and 8, and Part V, Section E, lines 2, 5, and 6 Also complete this part for any Facts And Circumstances Test or 17b, Part III, line 12, Part IV, and 2, Part IV, Section C, line 1, V, Section B, line le, Part V additional information (See efile GRAPHIC print - DO NOT PROCESS SCHEDULE D As Filed Data - DLN: 93493144001149 OMB No 1545-0047 Supplemental Financial Statements (Form 990) ^ Complete if the organization answered " Yes," on Form 990, Part IV, line 6 , 7, 8, 9, 10 , Ila, llb , 11c, lld , Ile, hlf, 12a, or 12b. 2018 ^ Attach to Form 990. ^ Go to www. irs.gov / Form990 for the latest information. O p e n to Public Department of the Trea^un Internal Revenue 5er. ice Inspection Employer identification number Name of the organization BRADLEY IMPACT FUND INC 45-4678325 JL^ Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6. (a) Donor advised funds (b)Funds and other accounts Total number at end of year 66 Aggregate value of contributions to (during year) 10,734,234 Aggregate value of grants from (during year) 6,241,934 Aggregate value at end of year 7,585,652 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control? 6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? W Yes ❑ No ❑ Yes ❑ No Conservation Easements . Complete if the organization answered "Yes" on Form 990, Part IV, line 7. 1 Purpose(s) of conservation easements held by the organization (check all that apply) ❑ Preservation of land for public use (e g , recreation or education) ❑ Preservation of an historically important land area ❑ Protection of natural habitat ❑ Preservation of a certified historic structure ❑ Preservation of open space Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year Held at the End of the Year Total number of conservation easements 2a Total acreage restricted by conservation easements 2b Number of conservation easements on a certified historic structure included in (a) 2c Number of conservation easements included in ( c) acquired after 7 / 25/06 , and not on a historic structure listed in the National Register Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year ^ Number of states where property subject to conservation easement is located ^ Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ❑ Yes ❑ No Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year 1101 Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)( 4)(B)(ii)? 9 In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements ❑ Yes ❑ No Organizations Maintaining Collections of Art , Historical Treasures , or Other Similar Assets. Complete if the organization answered "Yes" on Form 990, Part IV, line 8. la If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items (i) Revenue included on Form 990, Part VIII, line 1 ^ $ (ii)Assets included in Form 990, Part X ^ $ If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items a Revenue included on Form 990, Part VIII, line 1 b Assets included in Form 990, Part X For Paperwork Reduction Act Notice , see the Instructions for Form 990 . ^ $ Cat No 52283D Schedule D (Form 990) 2018 Schedule D (Form 990) 2018 Page 2 Organizations Maintaining Collections of Art , Historical Treasures , or Other Similar Assets (contnued) 3 Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply) a b c ❑ Public exhibition d ❑ Loan or exchange programs ❑ Scholarly research e ❑ Other ❑ Preservation for future generations Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII 5 During the year, did the organization solicit or receive donations of art, historical treasures or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection? ❑ Yes ❑ No Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. la Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? If "Yes," explain the arrangement in Part XIII and complete the following table Beginning balance lc d Additions during the year id e Distributions during the year le f Ending balance if b ❑ No Amount b c 2a ❑ Yes Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? . . . ❑ Yes If "Yes," explain the arrangement in Part XIII Check here if the explanation has been provided in Part XIII ❑ . . . . ❑ No Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10. RiQLM (a)Current year la Beginning of year balance b Contributions . (b)Prior year (c)Two years back (d)Three years back (e)Four years back . . c Net investment earnings, gains, and losses d Grants or scholarships . . e Other expenditures for facilities and programs . . f Administrative expenses g End of year balance 2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as a Board designated or quasi-endowment ^ b Permanent endowment ^ c Temporarily restricted endowment ^ The percentages on lines 2a, 2b, and 2c should equal 100% 3a Are there endowment funds not in the possession of the organization that are held and administered for the organization by (i) unrelated organizations b 4 . Yes . (ii) related organizations . If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? No 3a(i) 3a(ii) . 3b Describe in Part XIII the intended uses of the organization's endowment funds Land, Buildings, and Equipment. Loam (a) Cost or other basis (investment) Description of property la Land . (b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value . b Buildings . . c Leasehold improvements d Equipment e Other . . . . Total . Add lines la through le (Column (d) must equal Form 990, Part X, column (B), line 10(c)) . ^ 0 Schedule D (Form 990) 2018 Schedule D (Form 990) 2018 Page 3 Investments-Other Securities . Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990. Part X. line 12. (a) Description of security or category (including name of security) (1) Financial derivatives . . ( 2) Closely-held equity interests (3) Other (A) MONEY MARKET FUNDS ( b) Book value . . . . . . . . . . . . (c) Method of valuation Cost or end- of-year market value . (B) INVESTMENT IN MUSICNOTES, INC 3,472,503 F 85,000 C (C) (D) (E) (F) (G) (H) Total . (Column (b) must equal Fo m 990, Part X, col (B) l ne 12 ) ^ 3,557,503 Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13. (a) Description of investment ( b) Book value ( c) Method of valuation Cost or end - of-year market value (1) (2) (3) (4) (5) (6) (7) (8) (9) Total . (Column (b) must equal Fo m 990, Part X, col ( B) l ne 13 ) ^ Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d See Form 990, Part X, line 15 (a) Description (b) Book value (1) (2) (3) (4) (5) (6) (7) (8) (9) Total . (Column (b) must equal Form 990, Part X, col (B) line 15) 1. ^ Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25. (a) Description of liability (b) Book value (1) Federal income taxes (2) (3) (4) (5) (6) (7) (8) (9) Total . (Column (b) must equal Fo m 990, Part X, col (B) l ne 25 ) 0. 1 1 2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740) Check here if the text of the footnote has been provided in Part XIII ❑ Schedule D (Form 990) 2018 Schedule D (Form 990) 2018 Page 4 Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Com p lete if the org anization answered 'Yes' on Form 990, Part IV, line 12a. 1 Total revenue, gains, and other support per audited financial statements 2 Amounts included on line 1 but not on Form 990, Part VIII, line 12 a Net unrealized gains (losses) on investments b Donated services and use of facilities c Recoveries of prior year grants d Other (Describe in Part XIII ) e Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amounts included on Form 990, Part VIII, line 12, but not on line 1 . Investment expenses not included on Form 990, Part VIII, line 7b b Other (Describe in Part XIII ) c Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . -46,614 . . . . . . . 2e . 3 -518,011 10,912,130 4a . . . . a . -471,397 2d . 4 . 10,394,119 2c . . 1 2b Subtract line 2e from line 1 . . 2a 3 5 . . . . . 4b . . . . . . Total revenue Add lines 3 and 4c. (This must equal Form 990, Part I, line 12 . . c . 5 0 10,912,130 Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Com p lete if the org anization answered 'Yes' on Form 990, Part IV, line 12a. 1 Total expenses and losses per audited financial statements 2 1 6,899,676 Amounts included on line 1 but not on Form 990, Part IX, line 25 a Donated services and use of facilities b Prior year adjustments c Other losses d Other (Describe in Part XIII e Add lines 2a through 2d 3 . . . . . . . . . . . . . . . . . . . . . 2a 2b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Subtract line 2e from line 1 4 5 . 2d . . 2c . . . . . . . . . . . . . . . . . . . . 2e . 3 0 6,899,676 Amounts included on Form 990, Part IX, line 25, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b b Other (Describe in Part XIII ) c Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . 4a . . . . . . Total expenses Add lines 3 and 4c. (This must equal Form 990, Part I, line 18 JCMJEM 46,614 4b . . . . . . . . . c . 5 6,614 6,946,290 Supplemental Information Provide the descriptions required for Part II, lines 3, 5, and 9, Part III, lines la and 4, Part IV, lines lb and 2b, Part V, line 4, Part X, line 2, Part XI, lines 2d and 4b, and Part XII, lines 2d and 4b Also complete this part to provide any additional information Return Reference Explanation See Additional Data Table Schedule D (Form 990) 2018 Schedule D (Form 990) 2018 ■ I 1:$ IU Page Supplemental Information (continued) Return Reference I Explanation Additional Data Software ID: Software Version: EIN: Name : 45-4678325 BRADLEY IMPACT FUND INC Su pp lemental Information Return Reference PPART I XI, LNE 2D - OTHER Explanation I INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -46,614 l efile GRAPHIC print - DO NOT PROCESS SCHEDULE G (Form 990 or 990-EZ) I As Filed Data - I DLN: 93493144001149 OMB No 1545-0047 Supplemental Information Regarding Fundraising or Gaming Activities O 18 Complete if the organization answered " Yes" on Form 990, Part IV, lines 17 , 18, or 19, or if the organization entered more than $15 , 000 on Form 990-EZ, line 6a Department of the Trea^un Op e n to Public ' Attach to Form 990 or Form 990-EZ. Internal Revenue Ser ice Insp e ction to www ors gov/Form990 for instructions and the latest information Name of the organization BRADLEY IMPACT FUND INC Employer identification number 45-4678325 Fundraising Activities . Complete if the organization answered "Yes" on Form 990, Part IV, line 17. Form 990-EZ filers are not required to complete this part. 1 Indicate whether the organization raised funds through any of the following activities Check all that apply e ❑ Solicitation of non-government grants ❑ Internet and email solicitations f ❑ Solicitation of government grants c ❑ Phone solicitations g ❑ Special fundraising events d R-/ In-person solicitations a ./ b 2a Mail solicitations Did the organization have a written or oral agreement with any individual (including officers, directors, trustees or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? 0 Yes El No If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization b (i) Name and address of individual or entity (fundraiser) 1 AMERICAN PHILANTHROPIC 119 N HIGH ST (ii) Activity (iii) Did fundraiser have custody or control of contributions? Yes No (iv) Gross receipts from activity (v) Amount paid to (or retained by) fundraiser listed in col (i) (vi) Amount paid to (or retained by) organization FUNDRAISING CONSULTING No 30,694 126,790 -96,096 30,694 126,790 -96,096 WEST CHESTER, PA 19380 2 3 4 5 6 7 8 9 10 Total 3 ^ List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing 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 - - - --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- -- -- --------- ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------For Paperwork Reduction Act Notice . see the Instructions for Form 990 or 990 -EZ. Cat No 50083H Schedule G ( Form 990 or 990-EZ) 2018 Schedule G (Form 990 or 990-EZ) 2018 Page 2 Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000. 1 Gross receipts . 2 3 Less Contributions . Gross income (line 1 minus line 2) 4 Cash prizes 5 Noncash prizes . 6 Rent/facility costs . 7 Food and beverages 8 Entertainment 9 Other direct expenses (a)Event #1 (b) Event #2 (c)Other events (event type) (event type) (total number) (d) Total events (add col (a) through col (c)) . uy CL l1J . 10 Direct expense summary Add lines 4 through 9 in column (d) ^ 11 Net income summary Subtract line 10 from line 3, column (d) ^ Gaming . Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a. (a) Bingo 1 Gross revenue 2 Cash prizes 3 Noncash prizes 4 Rent/facility costs 5 Other direct expenses (b) Pull tabs/Instant bingo/progressive bingo (d) Total gaming (add col (a) through col (c)) (c) Other gaming uy ti ry ❑ 9 ❑ Yes------------- % ❑ Yes----------------- ❑ Yes--------------- - - ❑ No ❑ No -- 6 Volunteer labor 7 Direct expense summary Add lines 2 through 5 in column (d) ^ 8 Net gaming income summary Subtract line 7 from line 1, column (d). ^ No Enter the state(s) in which the organization conducts gaming activities a Is the organization licensed to conduct gaming activities in each of these states? b If "No," explain 10a b Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? ❑ Yes ❑ No ❑ Yes ❑ No If "Yes," explain Schedule G (Form 990 or 990-EZ) 2018 Schedule G (Form 990 or 990-EZ) 2018 Page 3 11 Does the organization conduct gaming activities with nonmembers? 12 Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity formed to administer charitable gaming? 13 Indicate the percentage of gaming activity conducted in ❑ Yes ❑ No ❑ Yes ❑ No a The organization's facility 13a % b An outside facility 13b % 14 Enter the name and address of the person who prepares the organization's gaming/special events books and records Name ^ Address ^ 15a b ---------------------------------------------------------------------------------------------------------------------------------------------- Does the organization have a contract with a third party from whom the organization receives gaming revenue? If "Yes," enter the amount of gaming revenue received by the organization ^ $ ❑ Yes ❑ No ❑ Yes ❑ No and the amount of gaming revenue retained by the third party ^ $ c If "Yes," enter name and address of the third party Name ^ ----------------------------------------------------------------------------------------------------------------------------------------------- Address ^ 16 Gaming manager information Name ^ Gaming manager compensation ^ $ ------------------------------- Description of services provided ^ ❑ Director/officer 17 ❑ Employee ❑ Independent contractor Mandatory distributions a Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? b Enter the amount of distributions required under state law distributed to other exempt organizations or spent in the organization's own exempt activities during the tax year 10, $ Supplemental Information . Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions. Return Reference I Explanation SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION ENGAGED WITH THE PROFESSIONAL FUNDRAISER TO HELP RAISE FUNDS FOR THE ORGANZATON Schedule G (Form 990 or 990-EZ) 2018 l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I Note : To capture the full content of this document, please select landscape mode ( 11" x 8 . 5") when printing. DLN: 93493144001149 OMB No 1545-0047 Schedule I Grants and Other Assistance to Organizations, Governments and Individuals in the United States (Form 990) 19110 O Complete if the organization answered "Yes," on Form 990 , Part IV, line 21 or 22. ^ Attach to Form 990. Department of the ^ Go to www.irs.gov/Form990 for the latest information. Treasury Internal Revenue Service Name of the organization BRADLEY IMPACT FUND INC Employer identification number 45-4678325 jjjMa^ General Information on Grants and Assistance Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . 2 9 Yes ❑ No Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States IL^l Grants and Other Assistance to Domestic Organizations and Domestic Governments . Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient that received more than $5,000 Part II can be duplicated if additional space is needed (a) Name and address of organization or government ( b) EIN (c ) IRC section ( if applicable ) ( d) Amount of cash grant ( e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal , other) ( g) Description of noncash assistance (h) Purpose of grant or assistance (1) See Additional Data (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) Enter total number of section 501(c)(3) and government organizations listed in the line 1 table . 3 Enter total number of other organizations listed in the line 1 table . For Paperwork Reduction Act Notice, see the Instructions for Form 990 . . . . . . . . 111. . . . . . . Cat No 50055P . . . . . . . . . . . 141 ^ 0 Schedule I (Form 990) 2018 Schedule I (Form 990) 2018 Grants and Other Assistance to Domestic Individuals . Complete if the organization answered "Yes" on Form 990, Part IV, line 22 Part III can be du p licated if additional s p ace is needed (a) Type of grant or assistance ( b) Number of recipients ( c) Amount of cash grant ( d) Amount of noncash assistance ( e) Method of valuation (book , FMV, appraisal , other) Page 2 ( f) Description of noncash assistance (1) (2) (3) (4) (5) (6) (7) MZMEW Supplemental Information . Provide the information required in Part I, line 2; Part III, column (b); and any other additional information. Return Reference PART I, LINE 2 I Explanation 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 Schedule I (Form 990) 2018 Additional Data Software ID: Software Version: EIN: Name : 45-4678325 BRADLEY IMPACT FUND INC Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH 1789 MASSACHUSETTS AVENUE NW WASHINGTON, DC 20036 53-0218495 501(C)(3) 213,909 GENERAL OPERATIONS AMERICAN FOREIGN POLICY COUNCIL 509 C STREET NE WASHINGTON, DC 20002 52-1274529 501(C)(3) 15,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal, other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance AMERICANS FOR PROSPERITY FOUNDATION 1310 N COURTHOUSE ROAD SUITE 700 ARLINGTON, VA 22201 52-1527294 501(C)(3) 40,000 GENERAL OPERATIONS AMERICARES FOUNDATION INC 88 HAMILTON AVE STAMFORD,CT 06902 06-1008595 501(C)(3) 50,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance ARCHDIOCESE OF MILWAUKEE PO BOX 070912 MILWAUKEE, WI 53207 39-0807221 501(C)(3) 13,000 GENERAL OPERATIONS ATLAS ECONOMIC RESEARCH FOUNDATION 1201 L STREET NW FLOOR 2 WASHINGTON, DC 20005 94-2763845 501(C)(3) 10,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance BADGER AIR COMMUNITY COUNCIL 4316 DEER RUN COURT CROSS PLAINS, WI 53528 46-0715246 501(C)(3) 25,000 GENERAL OPERATIONS BADGER INSTITUTE INC 633 W WISCONSIN AVE STE 330 MILWAUKEE, WI 53203 39-1592727 501(C)(3) 180,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance BENJAMIN RUSH INSTITUTE PO BOX 610-001 DFW AIRPORT STATION, TX 752610001 46-1848302 501(C)(3) 15,000 GENERAL OPERATIONS BIG SHOULDERS FUND 212 W VAN BUREN ST SUITE 900 CHICAGO, IL 60607 36-3490557 501(C)(3) 300,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal, other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance BUILDING2LEARN 742 W CAPITAL DR MILWAUKEE, WI 53206 47-4642239 501(C)(3) 25,000 GENERAL OPERATIONS CAPITAL RESEARCH CENTER 1513 16TH ST NW WASHINGTON, DC 20036 52-1289734 501(C)(3) 32,750 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant CARDINAL NEWMAN SOCIETY FOR THE PRESERVATION OF CATHOLIC HIGHER EDUCATION 9720 CAPITAL CT STE 201 MANASSAS,VA 20110 54-1691371 501(C)(3) 11,600 CATHOLIC NEAR EAST WELFARE ASSOCIATION 1011 FIRST AVENUE NEW YORK, NY 10022 13-1623929 501(C)(3) 180,000 (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal , other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance GENERAL OPERATIONS SUPPORT THE CHURCH IN AREAS OF HOSTILITY SERVE THEIR COMMUNITY AS THE BODY OF CHRIST Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal, other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance CATO INSTITUTE 1000 MASSACHUSETTS AVENUE NW WASHINGTON, DC 20001 23-7432162 501(C)(3) 102,000 GENERAL OPERATIONS CHICAGO HOPE ACADEMY 2189 W BOWLER ST CHICAGO, IL 60612 36-4244054 501(C)(3) 100,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance CHICAGO JESUIT ACADEMY 5058 W JACKSON BLVD CHICAGO, IL 60644 20-2091040 501(C)(3) 100,000 GENERAL OPERATIONS CHICAGO SHAKESPEARE THEATER 800 E GRAND AVENUE CHICAGO, IL 60611 36-3467607 501(C)(3) 100,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance CITIZENS AGAINST GOVERNMENT WASTE 1100 CONNECTICUT AVE NW SUITE 650 WASHINGTON, DC 20036 52-1363952 501(C)(3) 6,000 GENERAL OPERATIONS CLARE BOOTHE LUCE CENTER FOR CONSERVATIVE WOMEN 112 ELDEN STREET SUITE P HERNDON,VA 20170 54-1672138 501(C)(3) 170,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance COMMONWEALTH FOUNDATION FOR PUBLIC POLICY ALTERNATIVES 225 STATE ST STE 302 HARRISBURG, PA 17101 23-2473845 501(C)(3) 20,000 GENERAL OPERATIONS COMMUNITY SPORTS & ENTERTAINMENT SUPPORT INC 1001 NORTH 4TH STREET MILWAUKEE, WI 532031314 46-2050032 501(C)(3) 50,000 FINAL SEASON CHARITABLE PROGRAM HONORING MRS PETTIT Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance COMPETITIVE ENTERPRISE INSTITUTE 1310 L STREET NW 7TH FLOOR WASHINGTON, DC 20005 52-1351785 501(C)(3) 55,000 GENERAL OPERATIONS CONCORD CHAMBER ORCHESTRA INCORPORATED PO BOX 26191 MILWAUKEE, WI 53226 39-1496749 501(C)(3) 10,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance CONCORDIA UNIVERSITY INC 12800 N LAKE SHORE DR MEQUON, WI 53097 39-0833608 501(C)(3) 6,000 GENERAL OPERATIONS CONCORDIA UNIVERSITY WISCONSIN FOUNDATION INC 12800 N LAKE SHORE DR MEQUON, WI 53097 39-6077337 501(C)(3) 5,000 CLOSING THE ACHIEVEMENT GAPAAMI Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance CROSS CATHOLIC OUTREACH 2700 N MILITARY TRAIL PO BOX 273908 273908 BOCA RATON,FL 33427 65-1156061 501(C)(3) 45,000 GENERAL OPERATIONS DANIEL MURPHY SCHOLARSHIP FUND 309 W WASHINGTON SUITE 700 CHICAGO, IL 60606 36-3675466 501(C)(3) 150,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance DAVID HOROWITZ FREEDOM CENTER PO BOX 55089 SHERMAN OAKS, CA 91499 95-4194642 501(C)(3) 13,000 GENERAL OPERATIONS DIVINE SAVIOR PARISH 305 FREDONIA AVENUE FREDONIA, WI 53021 45-5483617 501(C)(3) 6,900 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance DOCTORS WITHOUT BORDERS USA INC 40 RECTOR STREET 16TH FLOOR NEW YORK, NY 10006 13-3433452 501(C)(3) 50,250 GENERAL OPERATIONS ECONOMICS WISCONSIN 7635 W BLUEMOUND ROAD SUITE 106 MILWAUKEE, WI 53213 39-6076951 501(C)(3) 51,000 WISCONSIN COUNCIL ON ECONOMIC EDUCATION Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance EMPOWER ILLINOIS 200 NORTH LASALLE STREET SUITE 2310 CHICAGO, IL 60601 27-2479414 501(C)(3) 150,000 GENERAL OPERATIONS EVANS SCHOLARS FOUNDATION 1 BRIAR RD GOLF, IL 60029 36-2518129 501(C)(3) 100,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance EVERGREEN FREEDOM FOUNDATION PO BOX 552 OLYMPIA, WA 98507 94-3136961 501(C)(3) 75,000 FREEDOM FOUNDATION'S CALIFORNIA PROGRAM FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES 1776 I ST NW SUITE 300 WASHINGTON, DC 20006 36-3235550 501(C)(3) 10,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance FEEDING AMERICA 35 EAST WACKER DRIVE SUITE 2000 CHICAGO, IL 60601 36-3673599 501(C)(3) 10,000 GENERAL OPERATIONS FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION 16 STOCKTON ST PRINCETON, NJ 08540 46-1439784 501(C)(3) 30,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal, other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance FOUNDATION FOR GOVERNMENT ACCOUNTABILITY INC 15275 COLLIER BLVD SUITE 201-279 NAPLES, FL 34119 45-2637507 501(C)(3) 25,500 GENERAL OPERATIONS FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION 510 WALNUT STREET SUITE 1250 PHILADELPHIA, PA 19106 04-3467254 501(C)(3) 40,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance FRANKLIN CENTER FOR GOVERNMENT & PUBLIC INTEGRITY 190 SOUTH LASALLE SUITE 1500 CHICAGO, IL 60603 26-4066298 501(C)(3) 6,000 GENERAL OPERATIONS FREEDOM FOUNDATION PO BOX 18146 SALEM, OR 97305 94-3136961 501(C)(3) 186,500 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal , other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance FREEDOMS FOUNDATION AT VALLEY FORGE PO BOX 67 VALLEY FORGE, PA 19481 23-1657857 501(C)(3) 25,000 RESIDENTIAL EDUCATION PROGRAMS FOR HIGH SCHOOL TEACHERS FRESNO PACIFIC UNIVERSITY 1717 S CHESTNUT AVE FRESNO, CA 93702 94-1021164 501(C)(3) 10,000 SCHOOL OF BUSINESS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance GEORGETOWN UNIVERSITY 37TH AND 0 STS NW WASHINGTON, DC 20007 53-0196603 501(C)(3) 20,000 GEORGETOWN LAW CENTER FOR THE CONSTITUTION GIRL SCOUTS OF GREATER CHICAGO & NORTHWEST INDIANA 20 S CLARK STREET SUITE 200 CHICAGO, IL 60603 36-3871241 501(C)(3) 10,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance GIRL SCOUTS OF WISCONSIN SOUTHEASTINC PO BOX 14999 MILWAUKEE, WI 53214 39-0892833 501(C)(3) 5,000 GENERAL OPERATIONS GREENHOUSE SOLUTIONS PO BOX 84 ALEDO,TX 76008 26-1543859 501(C)(3) 5,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal, other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE,MI 49242 38-1374230 501(C)(3) 36,500 GENERAL OPERATIONS HISTORIC PRESERVATION ASSOCIATION OF MARSHFIELD INC PO BOX 423 MARSHFIELD, WI 54449 39-1657023 501(C)(3) 19,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal , other) (g) Description of non-cash assistance (h) Purpose of grant or assistance HUMAN RIGHTS FOUNDATION INC 350 FIFTH AVE STE 4202 NEW YORK, NY 10118 20-2669700 501(C)(3) 10,000 GENERAL OPERATIONS ILLINOIS POLICY INSTITUTE 190 S LASALLE STREET SUITE 1500 CHICAGO, IL 60603 41-2057028 501(C)(3) 120,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance IMMANUEL PRESBYTERIAN CHURCH 1105 N WAVERLY PLACE MILWAUKEE, WI 53202 23-6393377 501(C)(3) 30,000 GENERAL OPERATIONS INSTITUTE FOR FREE SPEECH 124 S WEST STREET SUITE 201 ALEXANDRIA, VA 22314 20-3676886 501(C)(3) 20,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance INSTITUTE FOR JUSTICE 901 N GLEBE ROAD 900 ARLINGTON, VA 22203 52-1744337 501(C)(3) 11,000 GENERAL OPERATIONS INSTITUTE FOR REFORMING GOVERNMENT 701 E WASHINGTON AVEENUE STE 201 MADISON, WI 53717 82-4034864 501(C)(3) 75,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance INTERCOLLEGIATE STUDIES INSTITUTE INC 3901 CENTERVILLE ROAD WILMINGTON, DE 19801 23-6050131 501(C)(3) 43,000 GENERAL OPERATIONS INTERNATIONAL CHRISTIAN CONCERN INC 8121 GEORGIA AVENUE SUITE 1000 SILVER SPRING, MD 20910 52-1942990 501(C)(3) 18,000 SUPPORT CHURCH IN AREAS HOSTILE TO CHRISTIANITY Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance INTERNATIONAL JUSTICE MISSION PO BOX 96961 WASHINGTON, DC 20090 54-1722887 501(C)(3) 10,000 GENERAL OPERATIONS JACK MILLER CENTER FOR TEACHING AMERICA'S FOUNDING PRINCIPLES AND HISTORY 3 BALA PLAZA WEST SUITE 401 BALA CYWNYD, PA 19004 26-1147689 501(C)(3) 10,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal, other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance JOHN K MACIVER INSTITUTE FOR PUBLIC POLICY 44 E MIFFLIN ST STE 201 MADISON, WI 53703 26-2639114 501(C)(3) 32,000 GENERAL OPERATIONS JUDICIAL WATCH 425 THIRD STREET SW SUITE 800 WASHINGTON, DC 20024 52-1885088 501(C)(3) 10,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal , other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance JUNIOR ACHIEVEMENT OF WISCONSIN INC 11111 W LIBERTY DRIVE MILWAUKEE, WI 53224 39-0826295 501(C)(3) 10,000 WISCONSIN BUSINESS HALL OF FAME HONORARY COMMITTEE KNIGHTS OF COLUMBUS CHARITIES INC 1 COLUMBUS PLAZA NEW HAVEN,CT 06510 23-7227608 501(C)(3) 13,500 CHRISTIANS AT RISK Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance LEADERSHIP INSTITUTE 1101 N HIGHLAND ST ARLINGTON, VA 22201 51-0235174 501(C)(3) 30,000 GENERAL OPERATIONS LEADERSHIP TOMORROW 1301 5TH AVE STE 1500 SEATTLE, WA 98101 91-1196293 501(C)(3) 1,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance LYRIC OPERA OF CHICAGO 20 NORTH WACKER DRIVE SUITE 860 CHICAGO, IL 60606 36-6008929 501(C)(3) 15,000 GENERAL OPERATIONS MACKINAC CENTER 140 WEST MAIN STREET MIDLAND, MI 48640 38-2701547 501(C)(3) 21,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal, other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance MADISON SYMPHONY 222 W WASHINGTON AVENUE SUITE 460 MADISON, WI 53703 39-1769944 501(C)(3) 6,000 GENERAL OPERATIONS MANHATTAN INSTITUTE FOR POLICY RESEARCH 52 VANDERBILT AVE NEW YORK, NY 10017 13-2912529 501(C)(3) 27,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance MARQUETTE UNIVERSITY PO BOX 1881 MILWAUKEE, WI 53201 39-0806251 501(C)(3) 10,000 CENTER FOR PEACEMAKING THE MEDICAL COLLEGE OF WISCONSIN INC 8701 WATERTOWN PLANK ROAD MILWAUKEE, WI 53226 39-0806261 501(C)(3) 10,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance MEDIA RESEARCH CENTER INC 1900 CAMPUS COMMONS DRIVE STE 600 RESTON,VA 20191 54-1429009 501(C)(3) 63,000 GENERAL OPERATIONS MILWAUKEE AREA TECHNICAL COLLEGE FOUNDATION INC 700 WEST STATE STREET NO S214 MILWAUKEE, WI 53233 39-1341603 501(C)(3) 10,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal, other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance MILWAUKEE CHAMBER THEATRE 158 N BROADWAY MILWAUKEE, WI 53202 39-1323345 501(C)(3) 10,000 FALLEN ANGELS MILWAUKEE COLLEGE PREPARATORY SCHOOL 1228 W LLOYD STREET MILWAUKEE, WI 53205 39-1881295 501(C)(3) 75,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant MILWAUKEE COUNTY WAR MEMORIAL CENTER INC 750 N LINCOLN MEMORIAL DRIVE MILWAUKEE, WI 53202 39-0985297 501(C)(3) 5,000 MILWAUKEE HABITAT FOR HUMANITY 3726 NORTH BOOTH STREET MILWAUKEE, WI 53212 39-1496741 501(C)(3) 10,500 (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal , other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance GENERAL OPERATIONS ANNUAL GALA Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance MILWAUKEE REPERTORY THEATER 108 E WELLS STREET MILWAUKEE, WI 53202 39-0946025 501(C)(3) 10,100 GENERAL OPERATIONS MILWAUKEE RESCUE MISSION 830 N 19TH ST MILWAUKEE, WI 53233 39-0816851 501(C)(3) 10,500 CROSS TRAINERS ACADEMY Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal , other) (g) Description of non-cash assistance (h) Purpose of grant or assistance MILWAUKEE SYMPHONY ORCHESTRA INC 1101 N MARKET STREET SUITE 100 MILWAUKEE, WI 53202 39-6023436 501(C)(3) 25,000 GENERAL OPERATIONS MOVING PICTURE INSTITUTE 375 GREENWICH ST NEW YORK, NY 10013 20-3237801 501(C)(3) 17,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance NATIONAL ASSOCIATION OF SCHOLARS 12 E 46TH STREET 6TH FLOOR NEW YORK, NY 10017 11-2741490 501(C)(3) 10,000 GENERAL OPERATIONS NATIONAL REVIEW INSTITUTE 19 W 44TH ST STE 1701 NEW YORK, NY 10036 13-3649537 501(C)(3) 21,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance NATIONAL RIGHT TO WORK LEGAL DEFENSE & EDUCATION FOUNDATION INC 8001 BRADDOCK ROAD SPRINGFIELD, VA 22151 59-1588825 501(C)(3) 25,000 GENERAL OPERATIONS NETWORK OF ENLIGHTENED WOMEN INC 1360 EAST CAPITOL STREET NE WASHINGTON, DC 20003 20-5178959 501(C)(3) 5,500 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance NEU-LIFE COMMUNITY DEVELOPMENT INC 2014 W NORTH AVE MILWAUKEE, WI 53205 39-1805861 501(C)(3) 50,000 GENERAL OPERATIONS NEW BEGINNINGS ARE POSSIBLE INC 6100 N 42ND STREET MILWAUKEE, WI 53209 39-1913547 501(C)(3) 10,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance NEXT DOOR FOUNDATION 2545 N 29TH STREET MILWAUKEE, WI 53210 39-1162969 501(C)(3) 10,000 $2,000 TO SUPPORT THE WALK AND $8,000 TO SUPPORT HEALTH PROGRAMMING NOTRE DAME SCHOOL OF MILWAUKEE 1420 W SCOTT STREET MILWAUKEE, WI 53204 39-1850760 501(C)(3) 20,000 ORGANIZATION'S CAPITAL CAMPAIGN Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance OPEN DOORS WITH BROTHER ANDREW INC PO BOX 27001 SANTA ANA, CA 92799 23-7275342 501(C)(3) 45,000 OPEN DOORS M M B SAFE HOUSE INITIATIVE HELPING THE CHURCH SERVE THEIR COMMUNITIES IN AREAS OF SEVERE POVERTY AND HOSTILITY OPERATION DREAM INC PO BOX 12356 MILWAUKEE, WI 53212 26-1455938 501(C)(3) 50,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance OPPORTUNITY INTERNATIONAL INC 550 W VAN BUREN SUITE 200 CHICAGO, IL 60607 54-0907624 501(C)(3) 18,000 GENERAL OPERATIONS OVERSEAS MINISTRIES STUDIES CENTER 490 PROSPECT STREET NEW HAVEN,CT 06511 22-1508637 501(C)(3) 35,000 OXFORD BOOK SERIES AND CHURCH & SOCIETY Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal, other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY 101 MONTGOMERY STREET SUITE 1300 SAN FRANCISCO, CA 94104 94-2528433 501(C)(3) 20,000 GENERAL OPERATIONS PAX AMERICANA INSTITUTE INC 777 E WISCONSIN AVE MILWAUKEE, WI 53202 82-5381376 501(C)(3) 10,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal , other) (g) Description of non-cash assistance (h) Purpose of grant or assistance POLICY CIRCLE CO 1189 WILMETTE AVENUE NO 210 WILMETTE,IL 60091 47-2843650 501(C)(3) 101,000 GENERAL OPERATIONS PRAGER UNIVERSITY FOUNDATION 10045 RED RUN BLVD 250 OWINGS MILLS, MD 21117 27-1763901 501(C)(3) 21,500 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance PRIESTS FOR LIFE 5211 S WASHINGTON AVENUE TITUSVILLE, FL 32780 94-3123315 501(C)(3) 3,000 GENERAL OPERATIONS PRISON FELLOWSHIP MINISTRIES 44180 RIVERSIDE PARKWAY LANSDOWNE, VA 20176 62-0988294 501(C)(3) 27,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance PROJECT VERITAS 1214 W BOSTON POST RD NO 148 MAMARONECK,NY 10543 27-2894856 501(C)(3) 6,000 GENERAL OPERATIONS PUBLIC INTEREST LEGAL FOUNDATION INC 32 E WASHINGTON STREET SUITE 1675 INDIANAPOLIS, IN 46204 45-4355641 501(C)(3) 65,553 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal , other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance RUNNING REBELS COMMUNITY ORGANIZATION INC 225 W CAPITOL DR MILWAUKEE, WI 53212 39-3910464 501(C)(3) 262,500 GENERAL OPERATIONS SAND COUNTY FOUNDATION 131 W WILSON STREET SUITE 610 MADISON, WI 53703 39-6089450 501(C)(3) 70,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance SHARON LYNNE WILSON CENTER FOR THE ARTS INC 19805 W CAPITOL DR BROOKFIELD, WI 53045 39-1787648 501(C)(3) 10,000 GENERAL OPERATIONS SHIRLEY RYAN ABILITYLAB 355 E ERIE ST CHICAGO, IL 60611 36-2256036 501(C)(3) 102,500 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal, other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance SOCIETY FOR THE PROPAGATION OF THE FAITH 1011 FIRST AVENUE NEW YORK, NY 10022 13-1624191 501(C)(3) 18,000 CATHOLIC CHURCH IN AREAS OF HOSTILITY ST JAMES ACADEMY BANGALORE 420 WHEELER DRIVE FREDONIA, WI 53021 20-3954889 501(C)(3) 41,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant ST MARCUS LUTHERAN CHURCH 2215 N PALMER ST MILWAUKEE, WI 53212 39-0850377 501(C)(3) 131,000 ST PAUL UNIVERSITY CATHOLICFOUNDATION INC 723 STATE ST MADISON, WI 53703 20-8844817 501(C)(3) 10,000 (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal , other) (g) Description of non-cash assistance (h) Purpose of grant or assistance ST MARCUS LUTHERAN SCHOOL GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal , other) (g) Description of non-cash assistance (h) Purpose of grant or assistance ST AUGUSTINE PREPARATORY ACADEMY 2607 5TH ST MILWAUKEE, WI 53207 47-1800734 501(C)(3) 31,000 GENERAL OPERATIONS STANFORD UNIVERSITY 434 GALVEZ MALL STANFORD, CA 94305 94-1156365 501(C)(3) 26,000 HOOVER INSTITUTION Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance STARBOARD MEDIA FOUNDATION INC PO BOX 10707 GREEN BAY, WI 54307 39-2003067 501(C)(3) 9,000 GENERAL OPERATIONS STATE POLICY NETWORK 1655 NORTH FORT MYER DRIVE SUITE 360 ARLINGTON, VA 22209 57-0952531 501(C)(3) 18,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal, other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance TARGET COMMUNITY & EDUCATIONAL SERVICES INC 111 STONER AVE WESTMINSTER, MD 21157 52-1303673 501(C)(3) 10,512 GENERAL OPERATIONS THE BUCKEYE INSTITUTE 88 EAST BROAD STREET SUITE 1120 COLUMBUS, OH 43215 31-1278593 501(C)(3) 30,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal , other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance THE CHICAGO SCHOLARS FOUNDATION 247 SOUTH STATE STREET SUITE 700 CHICAGO, IL 60604 36-4117530 501(C)(3) 150,000 GENERAL OPERATIONS THE CLAREMONT INSTITUTE 1317 W FOOTHILL BLVD STE 120 UPLAND, CA 91786 95-3443202 501(C)(3) 20,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance THE FUND FOR AMERICAN STUDIES 1706 NEW HAMPSHIRE AVENUE NW WASHINGTON, DC 20009 13-6223604 501(C)(3) 17,000 GENERAL OPERATIONS THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVENUE NE WASHINGTON, DC 20002 23-7327730 501(C)(3) 52,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance THE JOHN K MACIVER INSTITUTE FOR PUBLIC POLICY 44 EAST MIFFLIN STREET STE 201 MADISON, WI 53703 26-2639114 501(C)(3) 10,500 GENERAL OPERATIONS THE WISCONSIN WOMEN'S BUSINESS INITIATIVE CORPORATION 2745 N DR MARTIN LUTHER KING JR DR MILWAUKEE, WI 53212 39-1597954 501(C)(3) 10,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal, other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance TRUSTEES OF BOSTON UNIVERSITY 595 COMMONWEATLH AVENUE SUITE 700 BOSTON, MA 02215 04-2103547 501(C)(3) 24,000 SCHOOL OF THEOLOGY, DACB {DICTIONARY OF AFRICAN CHRISTIAN BIOGRAPHY} TURNING POINT USA 217 1/2 ILLINOIS ST LEMONT, IL 60439 80-0835023 501(C)(3) 32,500 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal, other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance UNITED PERFORMING ARTS FUND (UPAF) 301 W WISCONSIN AVE SUITE 600 MILWAUKEE, WI 53203 39-6100399 501(C)(3) 14,000 GENERAL OPERATIONS UNITED WAY OF DANE COUNTY INC PO BOX 7548 MADISON, WI 53704 39-0817532 501(C)(3) 10,000 DE TOCQUEVILLE SOCIETY Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY 225 WEST VINE STREET MILWAUKEE, WI 53212 39-0806190 501(C)(3) 20,000 UNIVERSITY OF CHICAGO 5235 S HARPER COURTH 4TH FLOOR CHICAGO, IL 60615 36-2177139 501(C)(3) 150,000 (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance HELPING KIDS SUCCEED INITIATIVE, BOYS & GIRLS CLUBS, JUNIOR ACHIEVEMENT & THE RON & MARJORIE KRIZEK SCHOLARSHIP FUND AT FROEDTERT & MCW FRIEDMANN CHAIR Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal , other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance URBI ET ORBI COMMUNICATIONS INC 14 WEST MAIN STREET FRONT ROYAL, VA 22630 61-1238135 501(C)(3) 11,000 URBI ET ORBI FOUNDATION ENABLING THE CHURCH IN AREAS OF HOSTILITY AND POVERTY VISIONSYNERGY 113 CHERRY STREET 38307 SEATTLE, WA 98104 20-0351801 501(C)(3) 18,000 ORAL COMMUNICATION NETWORK Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government ( b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f ) Method of valuation (book, FMV, appraisal, other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance WISCONSIN HISTORICAL FOUNDATION INC 816 STATE ST MADISON, WI 53706 39-0921093 501(C)(3) 14,500 GENERAL OPERATIONS WISCONSIN PRESERVATION FUND INC 1000 NORTH WATER STREET 17TH FLOOR MILWAUKEE, WI 53202 39-1657657 501(C)(3) 38,277 SHERMAN PHOENIX Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance WITHERSPOON INSTITUTE INC 16 STOCKTON STREET PRINCETON, NJ 08540 55-0835528 501(C)(3) 30,000 GENERAL OPERATIONS WOODSON CENTER 1625 K ST NW STE 1200 WASHINGTON, DC 20006 52-1217891 501(C)(3) 110,000 BELOIT YOUTH AND LEADERSHIP PROGRAM Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance YOUNG AMERICA'S FOUNDATION 11480 COMMERCE PARK DRIVE RESTON,VA 20191 23-7042029 501(C)(3) 20,500 GENERAL OPERATIONS YOUTH FOR CHRIST INTERNATIONAL MINISTRIES 7670 S VAUGHN CT ENGLEWOOD, CO 80112 84-1188718 501(C)(3) 25,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY 98 E FULTON GRAND RAPIDS, MI 49503 38-2926822 501(C)(3) 35,000 GENERAL OPERATIONS ACTS COMMUNITY DEVELOPMENT CORPORATION 2414 W VLIET ST MILWAUKEE, WI 53205 39-1837474 501(C)(3) 16,000 GENERAL OPERATIONS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance AFRICAN ENTERPRISE PO BOX 28190 SPOKANE, WA 99228 95-2275044 501(C)(3) 25,000 INTERNATIONAL EVANGELISTIC MISSIONS AID TO THE CHURCH IN NEED INC 725 LEONARD STREET 3RD FLOOR BROOKLYN, NY 11222 86-1089466 501(C)(3) 90,000 SUPPORT THE CHURCH SERVING THEIR PARISHIONERS AND COMMUNITY IN AREAS OF EXTREME POVERTY AND RELIGIOUS HOSTILITY Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organization or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance ALDO LEOPOLD FOUNDATION E13701 LEVEE ROAD BARABOO, WI 53913 39-1423225 501(C)(3) 10,000 GENERAL OPERATIONS AMERICAN COUNCIL OF TRUSTEES AND ALUMNI 1730 M STREET NW STE 600 WASHINGTON, DC 20036 52-1870003 501(C)(3) 6,000 GENERAL OPERATIONS l efile GRAPHIC print - DO NOT PROCESS SCHEDULE M (Form 990) As Filed Data - DLN:93493144001149 OMB No 1545-0047 Noncash Contributions 2018 ^ Complete if the organizations answered " Yes" on Form 990, Part IV, lines 29 or 30. ^ Attach to Form 990. ii- Go to www. irs.gov / Form990 for the latest information. un Department ofche Internal Revenue Ser ice Employer identification number Name of the organization BRADLEY IMPACT FUND INC 45-4678325 Types of Property (a) (b) Check if Number of contributions or applicable items contributed 1 Art-Works of art 2 Art-Historical treasures . . . 3 Art-Fractional interests 4 Books and publications 5 Clothing and household goods . . . . . Cars and other vehicles 6 . 7 Boats and planes . Intellectual property . 9 Securities-Publicly traded . . . . . . . . 10 Securities-Closely held stock 11 Securities-Partnership, LLC, or trust interests Securities-Miscellaneous 12 13 15 Qualified conservation contribution-Historic structures Qualified conservation contribution-Other . Real estate-Residential 16 Real estate-Commercial 14 17 Real estate-Other 18 Collectibles . . . . . . . . X 19 X 1 . 19 Food inventory Drugs and medical supplies 21 Taxidermy 22 Historical artifacts 23 Scientific specimens 24 Archeological artifacts 25 Other ^ ( ) 26 Other ^ ( ) 27 Other ^ ( ) 28 Other ^ ( ) 29 Number of Forms 8283 received by the organization during the tax year for contributions for which the organization completed Form 8283, Part IV, Donee Acknowledgement . . . . 85,000 FACE VALUE . 20 . 1,088,288 QUOTED MARKET PRICES . . . (d) Method of determining noncash contribution amounts . . 8 (c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g . . . . . . . . . . 29 0 Yes No 30a During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? . 30a No - b If "Yes," describe the arrangement in Part II 31 Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions? 32a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash contributions? . . . . . . . . . . . . . . . . . . 31 Yes 32a Yes b If "Yes," describe in Part II 33 If the organization did not report an amount in column (c) for a type of property for which column (a) is checked, describe in Part II For Paperwork Reduction Act Notice , see the Instructions for Form 990 . Cat No 512273 Schedule M (Form 990) (2018) Page 2 Schedule M ( Form 990 ) ( 2018 ) Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this Dart for any additional information. I Return Reference Explanation 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 I SECURITIES DONATED TO THE ORGANIZATION SrhPdniI M (Form 9901 (70781 l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93493144001149 OMB No 1545-0047 SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ (Form 990 or 990- Complete to provide information for responses to specific questions on Form 990 or 990 -EZ or to provide any additional information. ^ Attach to Form 990 or 990 - EZ. ^ Go to www.irs.gov/Form990 for the latest information. EZ) Department of the Trea,un 20 1 8 O pe n Inspection Employer identification number I T4 &6FtrrE'Vgra PdStation BRADLEY IMPACT FUND INC 45-4678325 990 Schedule 0, Supplemental Information Return Reference FORM 990, PART III, LINE 1 Explanation 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 ORGANIZA TIONS 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 SEC TION 501(C)(3), AND RELEVANT FACTORS PERTAINING TO EACH ORGANIZATION 990 Schedule 0, Supplemental Information Return Reference Explanation 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 990 Schedule 0, Supplemental Information Return Reference FORM 990, PART VI, SECTION B, LINE 12C Explanation ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDI NG 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 CONFLI CT EXISTS AND REVIEW ACTUAL CONFLICTS ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTI CIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION 990 Schedule 0, Supplemental Information Return Reference FORM 990, PART VI, SECTION C, LINE 19 Explanation THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST