Nonprofit · EIN 39-6105450
BRADLEY FAMILY FOUNDATION INC
Tax-exempt · MILWAUKEE, WI 53217
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,516,795 | $1,849,462 | $1,667,333 | $37,824,496 | $373,419 | $37,451,077 |
| December 31, 2024 | 990-PF | $1,954,098 | $1,756,354 | $197,744 | $35,212,156 | $265,287 | $34,946,869 |
| December 31, 2023 | 990-PF | $736,058 | $1,546,998 | -$810,940 | $31,979,184 | $280,554 | $31,698,630 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $155,997
- Dividends
- $689,642
- Interest
- $9
- Net rental income
- $3,842
- Net gain from sales of assets
- $2,665,780
- Other income
- $1,525
Expenses
- Grants and similar amounts paid
- $489,916
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $526,093
- Disbursements for charitable purposes
- $1,482,540
- Excise tax on investment income
- $45,149
Balance sheet and other
- Total assets, start of year
- $35,212,156
- Total assets, end of year
- $37,824,496
- Total liabilities, end of year
- $373,419
- Net assets, end of year
- $37,451,077
- Fair market value of assets
- $37,824,496
- Qualifying distributions
- $1,620,089
- Net investment income
- $3,359,273
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SERGIO SALINAS 2145 W BROWN DEER ROAD, MILWAUKEE, WI 53217 | FACILITIES MGR Highest-paid employee | 40 | $95,356 | $5,294 |
| PATRICK KERNAN 2145 W BROWN DEER ROAD, MILWAUKEE, WI 53217 | FACILITIES MGR Highest-paid employee | 40 | $72,516 | $8,518 |
| POLLY MORRIS 2145 W BROWN DEER ROAD, MILWAUKEE, WI 53217 | EXECUTIVE DIRECTOR Highest-paid employee | 20 | $55,085 | $1,653 |
| SARAH O ZIMMERMAN 2145 W BROWN DEER RD, MILWAUKEE, WI 53217 | PRESIDENT | 5 | $0 | $0 |
| DAVID V UIHLEIN JR 2145 W BROWN DEER RD, MILWAUKEE, WI 53217 | VICE PRESIDENT | 5 | $0 | $0 |
| MARGARET T LUND 2145 W BROWN DEER RD, MILWAUKEE, WI 53217 | SEC/TREAS | 5 | $0 | $0 |
| ELIZABETH SADOFF 2145 W BROWN DEER RD, MILWAUKEE, WI 53217 | DIRECTOR | 5 | $0 | $0 |
| ZACHARY WILLENBRINK 2145 W BROWN DEER RD, MILWAUKEE, WI 53217 | DIRECTOR | 5 | $0 | $0 |
| MELISSA PEREZ 2145 W BROWN DEER RD, MILWAUKEE, WI 53217 | DIRECTOR | 5 | $0 | $0 |
990-PF for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SERGIO SALINAS 2145 W BROWN DEER ROAD, MILWAUKEE, WI 53217 | FACILITIES MGR Highest-paid employee | 40 | $91,376 | $5,150 |
| PATRICK KERNAN 2145 W BROWN DEER ROAD, MILWAUKEE, WI 53217 | FACILITIES MGR Highest-paid employee | 40 | $69,365 | $8,300 |
| POLLY MORRIS 2145 W BROWN DEER ROAD, MILWAUKEE, WI 53217 | EXECUTIVE DIRECTOR Highest-paid employee | 20 | $51,360 | $1,541 |
| SARAH O ZIMMERMAN 2145 W BROWN DEER RD, MILWAUKEE, WI 53217 | PRESIDENT | 5 | $0 | $0 |
| DAVID V UIHLEIN JR 2145 W BROWN DEER RD, MILWAUKEE, WI 53217 | VICE PRESIDENT | 5 | $0 | $0 |
| MARGARET T LUND 2145 W BROWN DEER RD, MILWAUKEE, WI 53217 | SEC/TREAS | 5 | $0 | $0 |
| ELIZABETH SADOFF 2145 W BROWN DEER RD, MILWAUKEE, WI 53217 | DIRECTOR | 5 | $0 | $0 |
| ZACHARY WILLENBRINK 2145 W BROWN DEER RD, MILWAUKEE, WI 53217 | DIRECTOR | 5 | $0 | $0 |
| MELISSA PEREZ 2145 W BROWN DEER RD, MILWAUKEE, WI 53217 | DIRECTOR | 5 | $0 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SERGIO SALINAS 2145 W BROWN DEER ROAD, MILWAUKEE, WI 53217 | FACILITIES MGR Highest-paid employee | 40 | $87,902 | $4,850 |
| PATRICK KERNAN 2145 W BROWN DEER ROAD, MILWAUKEE, WI 53217 | FACILITIES MGR Highest-paid employee | 40 | $66,562 | $7,750 |
| POLLY MORRIS 2145 W BROWN DEER ROAD, MILWAUKEE, WI 53217 | EXECUTIVE DIRECTOR Highest-paid employee | 20 | $54,634 | $1,586 |
| SARAH O ZIMMERMAN 2145 W BROWN DEER RD, MILWAUKEE, WI 53217 | PRESIDENT | 5 | $0 | $0 |
| DAVID V UIHLEIN JR 2145 W BROWN DEER RD, MILWAUKEE, WI 53217 | VICE PRESIDENT | 5 | $0 | $0 |
| MARGARET T LUND 2145 W BROWN DEER RD, MILWAUKEE, WI 53217 | SEC/TREAS | 5 | $0 | $0 |
| ELIZABETH SADOFF 2145 W BROWN DEER RD, MILWAUKEE, WI 53217 | DIRECTOR | 5 | $0 | $0 |
| LAJWANTI WAGHRAY 2145 W BROWN DEER RD, MILWAUKEE, WI 53217 | DIRECTOR | 5 | $0 | $0 |
| KRISTIE B JOCHMANN 2145 W BROWN DEER RD, MILWAUKEE, WI 53217 | DIRECTOR | 5 | $0 | $0 |
| MELISSA PEREZ 2145 W BROWN DEER RD, MILWAUKEE, WI 53217 | DIRECTOR | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2145 W BROWN DEER RD, MILWAUKEE, WI 53217-2017
- In care of
- % COOK & FRANKE SC
- Signed the 990-PF
- SARAH OLSON ZIMMERMAN, PRESIDENT
- Phone
- (414) 446-8794
- Return prepared by
- RITZ HOLMAN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6105450
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1967
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $37,824,496
- Income (IRS master file)
- $4,293,627
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,516,795 | $1,849,462 | $37,824,496 | XML |
| 990-PF | December 2024 | $1,954,098 | $1,756,354 | $35,212,156 | XML |
| 990-PF | December 2023 | $736,058 | $1,546,998 | $31,979,184 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6105450).
Questions about BRADLEY FAMILY FOUNDATION INC
- What is the EIN of BRADLEY FAMILY FOUNDATION INC?
- The employer identification number (EIN) of BRADLEY FAMILY FOUNDATION INC is 39-6105450.
- Is BRADLEY FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to BRADLEY FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does BRADLEY FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BRADLEY FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BRADLEY FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BRADLEY FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 9 people; 3 received compensation from the organization, the highest $95,356 (SERGIO SALINAS, FACILITIES MGR).
- How much revenue does BRADLEY FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,516,795, expenses of $1,849,462 and total assets of $37,824,496 at year end.
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