BRADLEY IMPACT FUND INC

MILWAUKEE, WI, 53202-4129 (414) 291-2500 Est. 2012 EIN 45-4678325
T12 - Fund Raising & Fund Distribution 990 - Public charity return 501(c)(3)
www.bradleyimpactfund.org

Mission

THE BRADLEY IMPACT FUND IS A DONOR-ADVISED FUND WITH A MISSION TO SERVE AS PHILANTHROPIC ADVISORS WHO EDUCATE, EMPOWER, AND INSPIRE DONORS TO ADVANCE OUR COMMON PRINCIPLES THROUGH HIGH-IMPACT GIVING AND THE PROTECTION OF DONOR INTENT.

Giving Portfolio

Total Grants
1,023
Total Giving
$185.4M
Recipients
966
Years Active
2018 - 2024
Avg grant: $4,486,919 Median: $25,000

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
2024402$47.9M $119K139212
2023254$45.4M $179K101150
2022224$64.3M $287K14677
20201$21.8M $21.8M10
2018142$6.0M $42K1400

Sectors Funded

Education
201
Public & Societal Benefit
91
Arts, Culture & Humanities
76
Religion-Related
70
Civil Rights & Advocacy
67
Philanthropy & Grantmaking
42
Crime & Legal-Related
42
Human Services
39
and 16 more sectors

Top States

Wisconsin
285
District of Columbia
104
Virginia
84
Illinois
72
New York
59
California
57
Florida
42
Texas
42
and 31 more states

Grantee Size Profile

$1M - $5M
220
$10M - $50M
174
Over $50M
167
$5M - $10M
141
$100K - $500K
61
$500K - $1M
61
Under $100K
17

Top Grantees

Page 1 of 3
SEE ATTACHED SCHEDULE
WI
$21.8M
AZ - 2 grants
$18.5M
IL - 2 grants
$7.8M
$5.0M
VA - 4 grants
$3.2M

Grants Awarded · 999 grants

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Financials

Total Revenue
$79,496,121
Total Expenses
$51,939,561
Net Assets
$198,266,380
7 employees 10 volunteers
From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve
3.8 years Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↓ 12.3%
Expenses ↑ 5.7%
Revenue Sources
Contributions 88.4% Investment 11.6%
Expense Breakdown
Program 96.6% Management 2.5% Fundraising 0.9%

Officers & Trustees (13)

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Filing History (5 filings)

YearRevenueExpensesNet Assets
2024 990 - Public charity return
Jan 1, 2024 to Dec 31, 2024
$79,496,121 ↓$51,939,561$198,266,380
2023 990 - Public charity return
Jan 1, 2023 to Dec 31, 2023
$90,685,349 ↓$49,161,233$158,360,497
2022 990 - Public charity return
Jan 1, 2022 to Dec 31, 2022
$108,123,443 ↑$67,735,663$114,249,421
2020 990 - Public charity return
Jan 1, 2020 to Dec 31, 2020
$31,697,461 ↑$23,617,176$22,143,776
2018 990 - Public charity return
Jan 1, 2018 to Dec 31, 2018
$10,912,130 $6,946,290$8,643,203

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EIN: 45-4678325 · Source: IRS Form 990 e-file data