Civic Intelligence

Gregory C Bradley Charitable Foundation

990PF • Fiscal year 2021 • EIN 82-0681163

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 05, 2021

777 S Flager DriveW Palm Beach, FL 33401

(617) 345-4500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

96th percentile

142%

Faster asset growth than 96% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

185%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,719,569

Up $1,008,333 (+142%) from 2020

Net Assets

Up

$1,719,569

Up $1,008,333 (+142%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$1,054,198

Up $684,162 (+185%) from 2020

Expenses

Up

$45,865

Up $13,043 (+40%) from 2020

Net Income

Up

$1,008,333

Up $671,119 (+199%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2019: $374,022Liabilities 2019: $0Net Assets 2019: $374,0222019Assets 2020: $711,236Liabilities 2020: $0Net Assets 2020: $711,2362020Assets 2021: $1,719,569Liabilities 2021: $0Net Assets 2021: $1,719,5692021Assets 2022: $1,839,295Liabilities 2022: $0Net Assets 2022: $1,839,2952022Assets 2023: $1,929,382Liabilities 2023: $0Net Assets 2023: $1,929,3822023Assets 2024: $2,040,184Liabilities 2024: $0Net Assets 2024: $2,040,1842024Assets 2025: $2,139,226Liabilities 2025: $0Net Assets 2025: $2,139,2262025

Highlighted filing

2021

Assets$1,719,569
Liabilities$0
Net Assets$1,719,569

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0Revenue 2019: $34,231Expenses 2019: $21,799Net Income 2019: $12,4322019Revenue 2020: $370,036Expenses 2020: $32,822Net Income 2020: $337,2142020Revenue 2021: $1,054,198Expenses 2021: $45,865Net Income 2021: $1,008,3332021Revenue 2022: $216,154Expenses 2022: $96,428Net Income 2022: $119,7262022Revenue 2023: $208,611Expenses 2023: $118,524Net Income 2023: $90,0872023Revenue 2024: $244,449Expenses 2024: $122,589Net Income 2024: $121,8602024Revenue 2025: $270,266Expenses 2025: $171,224Net Income 2025: $99,0422025

Highlighted filing

2021

Revenue$1,054,198
Expenses$45,865
Net Income$1,008,333
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 5, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT F MORRISSEY ESQTrustee-$0--
ROBERT J MORRISSEY ESQTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Gregory C Bradley
EIN
82-0681163
Phone
6173454500
Address
777 S FLAGER DRIVE, W PALM BEACH, FL 33401

Signing Officer

Name
Robert F Morrissey
Title
Trustee
Phone
5615156192
Signed
2021-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
53 STATE STREET, BOSTON, MA 02109
Preparer
Kristen Cummings
Phone
6178075000
Raw XML Appendix381 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt070 S BAY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1474 BOSTON TURNPIKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt267 BATTERYMARCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SHREWSBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101545
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt026000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09726
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt025982
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt064093
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035708
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt054367
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt025982
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GREGORY C BRADLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0298 BARRE ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0OAKHAM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd001068
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0690412
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum51
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt051236
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1166080
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2246807
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3270850
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt4113654
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt5245500
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0165.00 SHS SPDR S&P EFT TR
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc13000.00 SHS AMG MANAGERS BRANDYWINE BLUE FUND
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2656.00 SHS SPDR S&P 500 ETF TRUST
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc35000.00 SHS AMG MNGS BRANDYWINE BLUE N
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc47492.00 SHS GABELLI VALUE 25
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc55000.00 SHS AMG MNGS BRANDYWINE BLUE N
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-07-01
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-08-18
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22021-02-01
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32021-02-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42021-03-03
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52021-03-08
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt06361
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt012721
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt06361
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MEMBERSHIP FEE - WORKSPACE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01908
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1228
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01908
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1228
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0826
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON-DIVIDEND DISTRIBUTIONS - MORGANSTANLEY
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0826
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0GREGORY C BRADLEY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0298 BARRE ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0OAKHAM
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd001068
TaxesSchedule/TaxesDetail/Amt0388
TaxesSchedule/TaxesDetail/Amt12174
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0388
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT F MORRISSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05615156192
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GREGORY C BRADLEY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GREG
ReturnHeader/Filer/EIN0820681163
ReturnHeader/Filer/PhoneNum06173454500
ReturnHeader/Filer/USAddress/AddressLine1Txt0777 S FLAGER DRIVE
ReturnHeader/Filer/USAddress/CityNm0W PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt053 STATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06178075000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN CUMMINGS
ReturnHeader/ReturnTs02021-11-12T08:30:16-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORRISSEY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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