Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
BRADLEY FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)2145 W BROWN DEER ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53217
A Employer identification number

39-6105450
B Telephone number (see instructions)

(414) 446-8794
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$31,979,184J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,500
2 Check right arrow.............
3 Interest on savings and temporary cash investments 8 8 8
4 Dividends and interest from securities... 745,209 745,209 745,209
5a Gross rents............ 12,433 12,433 12,433
b Net rental income or (loss) 12,433
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
-25,409
b Gross sales price for all assets on line 6a 22,165
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,317 0 1,317
12 Total. Add lines 1 through 11........ 736,058 757,650 758,967
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 450,434 0 0 448,259
15 Pension plans, employee benefits....... 164,774 0 0 164,237
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,140 0 0 3,140
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,667 4,133 4,133 16,534
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
81,450 80,062 80,062 1,388
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,530 7,560 7,560 0
19 Depreciation (attach schedule) and depletion... 128,344 0 128,344
20 Occupancy.............. 187,429 0 0 170,955
21 Travel, conferences, and meetings....... 13,407 0 0 13,135
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
129,369 0 0 133,416
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,196,544 91,755 220,099 951,064
25 Contributions, gifts, grants paid....... 350,454 248,765
26 Total expenses and disbursements. Add lines 24 and 25 1,546,998 91,755 220,099 1,199,829
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -810,940
b Net investment income (if negative, enter -0-) 665,895
c Adjusted net income (if negative, enter -0-)... 538,868
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 157,759 91,872 91,872
2 Savings and temporary cash investments......... 437,170 380,190 380,190
3 Accounts receivable right arrow500
Less: allowance for doubtful accounts right arrow   12,243 500 500
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   20,000    
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 49,227 43,423 43,423
10a Investments—U.S. and state government obligations (attach schedule) 7,906,920 Click to see attachment
List of Attached Documents:
// Content
7,401,459 		7,401,459
b Investments—corporate stock (attach schedule)....... 17,334,474 Click to see attachment
List of Attached Documents:
// Content
20,816,600 		20,816,600
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow5,666,733
Less: accumulated depreciation (attach schedule) right arrow2,421,593 3,224,194 Click to see attachment
List of Attached Documents:
// Content
3,245,140 		3,245,140
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 29,141,987 31,979,184 31,979,184
Liabilities 17 Accounts payable and accrued expenses.......... 159,288 280,554
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 159,288 280,554
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 3,573,223 3,459,377
25 Net assets with donor restrictions............ 25,409,476 28,239,253
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 28,982,699 31,698,630
30 Total liabilities and net assets/fund balances (see instructions). 29,141,987 31,979,184
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
28,982,699
2
Enter amount from Part I, line 27a .....................
2
-810,940
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,526,871
4
Add lines 1, 2, and 3 ..........................
4
31,698,630
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
31,698,630
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 9,256
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 9,256
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,256
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 8,246
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,300
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,546
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 9,290
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow9,290 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.LYNDENSCULPTUREGARDEN.ORG
14
The books are in care ofright arrowPOLLY MORRIS Telephone no.right arrow (414) 446-8794

Located atright arrow2145 W BROWN DEER ROADMILWAUKEEWI ZIP+4right arrow53217
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
SARAH O ZIMMERMAN PRESIDENT
5.00 		0 0 0
2145 W BROWN DEER RD
MILWAUKEE,WI53217
DAVID V UIHLEIN JR VICE PRESIDENT
5.00 		0 0 0
2145 W BROWN DEER RD
MILWAUKEE,WI53217
MARGARET T LUND SEC/TREAS
5.00 		0 0 0
2145 W BROWN DEER RD
MILWAUKEE,WI53217
ELIZABETH SADOFF DIRECTOR
5.00 		0 0 0
2145 W BROWN DEER RD
MILWAUKEE,WI53217
LAJWANTI WAGHRAY DIRECTOR
5.00 		0 0 0
2145 W BROWN DEER RD
MILWAUKEE,WI53217
KRISTIE B JOCHMANN DIRECTOR
5.00 		0 0 0
2145 W BROWN DEER RD
MILWAUKEE,WI53217
MELISSA PEREZ DIRECTOR
5.00 		0 0 0
2145 W BROWN DEER RD
MILWAUKEE,WI53217
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
SERGIO SALINAS FACILITIES MGR
40.00 		87,902 4,850 0
2145 W BROWN DEER ROAD
MILWAUKEE,WI53217
PATRICK KERNAN FACILITIES MGR
40.00 		66,562 7,750 0
2145 W BROWN DEER ROAD
MILWAUKEE,WI53217
POLLY MORRIS EXECUTIVE DIRECTOR
20.00 		54,634 1,586 0
2145 W BROWN DEER ROAD
MILWAUKEE,WI53217
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
DAVID J FRANK LANDSCAPE CONTRACTING INC CONSTRUCTION 94,835
PO BOX 70
GERMANTOWN,WI53022
FRIEDLANDER & CO INVESTMENT FEES 80,062
322 E MICHIGAN AVE
MILWAUKEE,WI53202
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 THE BRADLEY FAMILY FOUNDATION, INC. MAINTAINS THE FACILITIES OF THE LYNDEN SCULPTURE GARDEN INCLUDING THE GARDEN, SCULPTURES, MAIN BUILDING, THE RESIDENCY STUDIO, THE BONSAI HOUSE AND AN APARTMENT FOR ARTIST HOUSING. THE FACILITIES ARE USED IN PROGRAMMING PROVIDED BY LYNDEN, INC. 1,090,126
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
27,062,961
b
Average of monthly cash balances.......................
1b
94,380
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
27,157,341
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
27,157,341
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
407,360
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
26,749,981
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,337,499
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,199,829
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,199,829
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$  
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		 
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
2012-03-20
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
538,868 235,402 166,787 202,321 1,143,378
b 85% (0.85) of line 2a ......... 458,038 200,092 141,769 171,973 971,871
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		1,199,829 1,163,057 1,265,783 1,663,036 5,291,705
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		0 0 0 0 0
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		1,199,829 1,163,057 1,265,783 1,663,036 5,291,705
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		891,666 897,372 958,727 832,030 3,579,795
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

LYNDEN INC

2145 W BROWN DEER RD
MILWAUKEE,WI53217 		  PC GRANTS WERE PROVIDED TO LYNDEN, INC., A NONPROFIT THAT FORMED IN 2019, TO SUPPORT LYNDEN, INC.'S INITIAL OPERATIONS. LYNDEN, INC. PROVIDES EDUCATIONAL PROGRAMMING SUCH AS EDUCATIONAL TOURS, WORKSHOPS, ART EXHIBITIONS, ARTISTS IN RESIDENCY PROGRAMS, PERFORMANCES AND OTHER EDUCATION PROGRAM RELATED TO THE LYNDEN SCULPTURE GARDEN AND ITS COLLECTIONS. IN ADDITION, LYNDEN, INC. ADMINISTERED THE GREATER MILWAUKEE FOUNDATION'S MARY H. NOHL FELLOWSHIP PROGRAM; DESIGNED AND IMPLEMENTED A SUITE OF TEACHER PROFESSIONAL DEVELOPMENT PROGRAMS TO RECRUIT AND RETAIN K-12 MPS TEACHERS WHO WANT TO TEACH THROUGH THE ARTS; AND DESIGNED AND IMPLEMENTED A MULTI-DISCIPLINARY SERVICES OF PERFORMANCES, EXHIBITIONS, RESIDENCIES, AND PUBLIC EVENTS FOCUSED ON THE RADICAL BLACK IMAGINATION. 248,765
Total .................................right arrow 3a 248,765
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
aOTHER INCOME         1,317
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 8  
4 Dividends and interest from securities ....     14 745,209  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 12,433  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		900099 -25,409      
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -25,409 757,650 1,317
13Total. Add line 12, columns (b), (d), and (e)..................
13
733,558
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1A OTHER REVENUE INCLUDES CREDIT CARD REWARDS AND OTHER PROGRAM FEES
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
BRADLEY FAMILY FOUNDATION INC
EIN:
39-6105450
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 20,667 4,133 4,133 16,534

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 GainLossSaleOtherAssetsSch
Name:
BRADLEY FAMILY FOUNDATION INC
EIN:
39-6105450
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
WELL REPLACEMENT 2016-02 PURCHASED 2023-03   9,374 13,080 COST 0 -3,706  
BRIDGE REPAIR 2015-07 PURCHASED 2023-01   12,791 34,494 COST 0 -21,703  

TY 2023 InvestmentsCorpStockSchedule
Name:
BRADLEY FAMILY FOUNDATION INC
EIN:
39-6105450
Name of Stock End of Year Book Value End of Year Fair Market Value
EEM - ISHARES MSCI EMERGING MARKETS ETF 1,045,460 1,045,460
EFA - ISHARES MSCI EAFE ETF 1,582,350 1,582,350
GS'A - GOLDMAN SACHS GROUP INC NON CUMULATIVE FLOATING RATE 301,840 301,840
JPM - JPMORGAN CHASE & CO 850,500 850,500
MET - METLIFE INC 330,650 330,650
PFE - PFIZER INC 143,950 143,950
SPY - SPDR S&P 500 ETF 16,160,540 16,160,540
T - AT&T INC 134,240 134,240
VZ - VERIZON COMMUNICATIONS INC 245,050 245,050
WBD- WARNER BROS DISCOVERY INC SER A 22,020 22,020

TY 2023 InvestmentsGovtObligationsSch
Name:
BRADLEY FAMILY FOUNDATION INC
EIN:
39-6105450
US Government Securities - End of Year Book Value:

7,401,459
US Government Securities - End of Year Fair Market Value:

7,401,459
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 LandEtcSchedule2
Name:
BRADLEY FAMILY FOUNDATION INC
EIN:
39-6105450
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDING COST 43,944 43,944 0  
BUILDING COST 208,555 208,555 0  
1999 BLDG IMPROVEMENT 88,572 55,357 33,215 33,215
2000 BLDG IMPROVEMENTS 179,973 105,734 74,239 74,239
2001 BLDG IMPROVEMENTS 3,584 2,016 1,568 1,568
2002 BLDG IMPROVEMENTS 32,870 17,668 15,202 15,202
WATER SYSTEM 11,412 5,991 5,421 5,421
GARDEN WALKWAY 2,452 1,272 1,180 1,180
WINDOWS AND DOORS 5,678 2,934 2,744 2,744
ROOF 169,516 85,817 83,699 83,699
2004 BLDG IMPROVEMENTS 14,857 7,057 7,800 7,800
2008 BLDG IMPROVEMENTS 151,444 56,792 94,652 94,653
2009 RENOVATION 2,317,979 782,318 1,535,661 1,535,661
2010 RENOVATION 1,034,186 349,038 685,148 685,148
POND HOUSE REPAIR- LUMBER 1,459 1,240 219 219
DEHUMIDIFIER SYSTEM 19,634 16,362 3,272 3,272
MAIN GATE 27,909 22,017 5,892 5,892
ELECTRONIC COATING- BOTH GATES 5,000 5,000 0  
BALANCE OF MVVA PARKING LOT- #17 1,500 467 1,033 1,032
ART STORAGE ROOM RACKING 2,087 1,670 417 417
EQUIPMENT SHED RENOVATION 12,751 9,350 3,401 3,400
POOL FURNACE REPLACEMENT 1,169 610 559 559
APARTMENT BATHROOM RENOVATION 1,475 1,131 344 344
BARN IMPROVEMENTS (INCL STUDIO) 6,002 900 5,102 5,102
EXTERIOR TRIM OF HOUSE 42,705 6,762 35,943 35,943
MAC FOR CONF. ROOM AND ACCESSORIES 1,386 1,386 0  
WEB DESIGN 14,000 14,000 0  
DBASE PROGRAMMING 8,243 8,243 0  
MACMINI SERVER 1,221 1,221 0  
2 MACBOOK AIR COMPUTERS 2,896 2,896 0  
2 MACBOOK AIR COMPUTERS 2,896 2,896 0  
MACBOOK AIR 1,163 1,163 0  
PANASONIC CAMERA-RECORDED & ACCESSORIES 1,597 1,597 0  
DELL XPS 1500 2,628 2,628 0  
13INCH MACBOOK PRO 1TB 1,999 1,499 500 500
13INCH MACBOOK PRO 512GB 1,499 1,124 375 375
SCULPTURE ADDITIONS 1,170 1,170 0  
SCULPTURE FOUNDATIONS 3,887 3,887 0  
MISC. EQUIPMENT 67,670 67,670 0  
LIGHTING 3,500 3,500 0  
HONDA PRESSURE WASHER 1,179 1,179 0  
LIGHTING FIXTURES 22,045 22,045 0  
SPRINKLER SYSTEM 4,875 4,875 0  
ALARM & CAMERA SYSTEM 19,034 19,034 0  
SHADES 1,634 1,634 0  
CHANGING TABLES 2,910 2,910 0  
BIKE RACK 1,035 1,035 0  
PICNIC TABLES 32,000 32,000 0  
BRASS RAILING 67,775 67,775 0  
KITCHEN EQUIPMENT 12,814 12,814 0  
EAST GATE 16,033 16,033 0  
WASHER/DRYER 1,411 1,411 0  
BENQ PROJECTOR 2,170 2,170 0  
RACKS - ART STORAGE ROOM 1,336 1,336 0  
HOT WATER HEATER 1,631 1,631 0  
CONTROLLER - HEAT PUMP 3,275 3,275 0  
PLASMA CUTTER 2,143 2,143 0  
BARN BOILER 6,068 4,248 1,820 1,820
UPGRADE SECURITY SYSTEM 8,699 4,422 4,277 4,277
HEAT PUMP - EDUCATION OFFICE 4,308 2,190 2,118 2,118
2 AIR COMPRESSORS 3,741 1,902 1,839 1,839
BOILER - UNDER PORCH 4,724 2,362 2,362 2,362
BOILER PORCH (162 ADD'S) 1,436 758 678 678
FESTOOL DOMINO CUTTER 1,150 698 452 452
WATER HEATING PUMPS IN BARN (FOR HOUSE) 2,399 999 1,400 1,399
LIGHTING FOR GALLERY & INSTALLATION HARDWARE 4,658 1,048 3,610 3,610
15 ELHPT PK 4S 2021 MERCURY OUTBOARD MOTOR 3,438 1,547 1,891 1,891
SPANISH PINEDA WOOL RUG 1,250 1,250 0  
MAHOGANY HEPPLEWHITE SIDEBOARD 6,000 6,000 0  
FIDDLEBACK MAHOGANY SHERATON DINING TABLE 4,500 4,500 0  
12 PIERCED FANBACK CHAIRS-HEPPLEWHITE 7,000 7,000 0  
MAHOGANY SHERATON BREAKFRONT 10,000 10,000 0  
HEPPLEWHITE STYLE SETTEE 2,500 2,500 0  
2 MAHOGANY FEDERAL STYLE CORNER TABLES 750 750 0  
PAIR BACCARAT CRYSTAL CANDELABRAS 3,500 3,500 0  
SPODE BONE CHINA TEA SERVICE 1,500 1,500 0  
PAIR GEORGIAN STYLE TABLE LAMPS 750 750 0  
PAIR OF WOOL RABAT MOROCCAN RUGS 2,000 2,000 0  
ENGLISH STERLING SILVER WITH CREST 2,500 2,500 0  
ENGLISH STERLING SILVER TEA POT AND STAND 1,000 1,000 0  
ENGLISH STERLING SILVER SPARROW JUG 500 500 0  
ENGLISH STERLING SILVER TEA POT 500 500 0  
2 ENGLISH STERLING SILVER SALVERS 2,500 2,500 0  
STERLING SILVER REPOUSSE AND PIRECED BOWL 200 200 0  
2 SHEFFIELD SILVER PLATE URNS 750 750 0  
GERMAN STERLING SILVER SALVER 1,000 1,000 0  
ENGLISH STERLING SILVER FOOTED SALVER 750 750 0  
ENGLISH STERLING SILVER TEAPOT 20TH CENTURY 500 500 0  
ENGLISH STERLING SILVER COFFEEPOT 20TH CENTUR 500 500 0  
ENGLISH STERLING SILVER SYRUP PITCHER 250 250 0  
SILVER PLATE ICE BUCKET 175 175 0  
STERLING SILVER SUGAR CUBE TONGS 63 63 0  
ENGLISH SILVER PLATE TRAY 250 250 0  
SILVER PLATE URN 20TH CENTURY 100 100 0  
GORHAM STERLING SILVER TAZZA 600 600 0  
ASSORTED SILVER FLATWARE AND HOLLOWARE 4,573 4,573 0  
MAHOGANY ENGLISH REGENCY PLATE TABLE 1,500 1,500 0  
MAHOGANY GEORGE II BAROMETER 2,500 2,500 0  
PAIR OF FEDERAL STYLE GILT GESSO WALL SCONCES 3,000 3,000 0  
STAFFORDSHIRE POODLE WITH BASKET FIGURINE 200 200 0  
ROCKINGHAM POODLE WITH TREE FIGURINE 175 175 0  
PAIR ROCKINGHAM POODLES LYING DOWN FIGURINE 50 50 0  
ROCKINGHMAM POODLE AND KENNEL FIGURINE 100 100 0  
STAFFORDSHIRE POODLE CARRYING BIRD FIGURINE 200 200 0  
ROCKINGHAM POODLES FIGURINE 200 200 0  
PAIR OF ROCKINGHAM POODLES FIGURINE 250 250 0  
PAIR OF ANTIQUE CHELSEA POODLES FIGURINE 250 250 0  
2 PIECE ROCKINGHAM COTTAGE INCENSE BURNER 200 200 0  
ATMOS CLOCK 1,000 1,000 0  
PAIR OF CHINESE LOWESTOFT SOUP PLATES 1,000 1,000 0  
PAIR OF CHINESE LOWESTOFT SERVICE PLATES 400 400 0  
CHINESE EXPORT PORCELAIN BOWL "4.5 X 10.25" 400 400 0  
CHINESE EXPORT PORCELAIN BOWL "4.5 X 10.25" 350 350 0  
GEORGIAN STYLE MAHOGANY FLOOR LAMPS 500 500 0  
PAIR BURL WALNUT FLOOR LAMPS 750 750 0  
PAIR ENGLISH TABLE LAMPS 1,500 1,500 0  
MISC. LEATHERBOUND BOOKS 1,500 1,500 0  
MISC. BOOKS 400 400 0  
ASSORTED LINENS 100 100 0  
MISC. KITCHEN ITEMS 150 150 0  
MISC. FURNISHINGS 250 250 0  
PAIR WROUGHT IRON SIDE TABLES 200 200 0  
CRYSTAL BACCARAT JAM JAR 115 115 0  
2 BACCARAT CRYSTAL CANDY DISHES 300 300 0  
BACCARAT CRYSTAL CANDY DISH 5'' LEAF SHAPE 150 150 0  
2 FRENCH FAIENCE COVERED APOTHECARY JARS 350 350 0  
WATERFORD CRYSTAL VASE 325 325 0  
WATERFORD CRYSTAL BOWL 50 50 0  
ROGASKA CRYSTAL BOWL 38 38 0  
SET OF 12 ROGASKA CRYSTAL SALAD PLATES 275 275 0  
SET OF ROYAL CROWN DERBY ENGLISH BONE CHINA 400 400 0  
BLACK BASALT WEDGEWOOD BOWL 1,750 1,750 0  
FURNITURE 3,141 3,141 0  
STOOLS AND TENTS 2,910 2,910 0  
TABLES 3,416 3,416 0  
OFFICE FURNITURE 56,434 56,434 0  
FOLDING CHAIRS 1,454 1,454 0  
ART STORAGE ROOM PRINT FILES 3,031 2,349 682 682
PATIO FURNITURE 12,391 9,396 2,995 2,994
BONSAI PATIO FURNITURE 6,246 6,246 0  
LAND 1 173,437 0 173,437 173,437
LAND 2 8,469 0 8,469 8,469
NEW PARCEL 238,090 0 238,090 238,090
LIGHTNING POROTECTION- 3 TREES 6,612 5,620 992 992
RECIRCULATING PUMP - LITTLE POND 6,028 4,990 1,038 1,038
RENOVATION - LITTLE POND 2,611 2,147 464 464
BONSAI HOUSE 29,077 10,904 18,173 18,173
BONSAI HOUSE - ADDITIONS TO 2016 9,684 3,058 6,626 6,626
1997 GMC PICKUP 18,434 18,434 0  
DUMP TRUCK 21,791 21,791 0  
GOLF CART 1996 MODEL CLUB CAR 1,500 1,500 0  
SNOW THROWER 1,789 1,789 0  
JOHN DEERE TRACTOR 39,200 39,200 0  
FORKS & ROTARY CUTTER 2,400 2,400 0  
SMITH HAMILTON/ LIFT 1,771 1,771 0  
CUST 5595/ LEAF VACUUM 2,244 2,244 0  
KUBOTA L2194A SNOWBLOWER 5,550 4,757 793 793
KUBOTA LAWNMOWER 16,596 13,635 2,961 2,964
WORKMAX 800D UTILITY VEHICLE 4,000 2,381 1,619 1,619
PAVILION & BRIDGE PROJECT TO DATE 30,785 0 30,785 30,785
BARN ROOFING HATCH FOR WELL PUMP REPLACEMENT 13,800 517 13,283 13,283
WELL PUMP REPLACEMENT 34,212 1,283 32,929 32,929
BROWN DEER RD FENCE REPLACEMENT 95,902 2,131 93,771 93,771


TY 2023 LegalFeesSchedule
Name:
BRADLEY FAMILY FOUNDATION INC
EIN:
39-6105450
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 3,140 0 0 3,140


TY 2023 OtherExpensesSchedule
Name:
BRADLEY FAMILY FOUNDATION INC
EIN:
39-6105450
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COLLECTIONS HANDLING EXPENSE 4,221 0 0 4,221
STAFF DEVELOPMENT 1,714 0 0 1,714
INSURANCE 78,824 0 0 82,060
MARKETING 1,945 0 0 1,945
OFFICE EXPENSES 32,420 0 0 32,646
PROGRAM EXPENSES 650 0 0 650
OTHER EXPENSES 9,595 0 0 10,180


TY 2023 OtherIncomeSchedule2
Name:
BRADLEY FAMILY FOUNDATION INC
EIN:
39-6105450
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 1,317   1,317


TY 2023 OtherIncreasesSchedule
Name:
BRADLEY FAMILY FOUNDATION INC
EIN:
39-6105450
Description Amount
UNREALIZED GAIN 3,526,871


TY 2023 OtherProfessionalFeesSchedule
Name:
BRADLEY FAMILY FOUNDATION INC
EIN:
39-6105450
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 80,062 80,062 80,062 0
OTHER PROFESSIONAL FEES 1,388 0 0 1,388


TY 2023 TaxesSchedule
Name:
BRADLEY FAMILY FOUNDATION INC
EIN:
39-6105450
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 9,970 0 0 0
FOREIGN TAX 7,560 7,560 7,560 0