Civic Intelligence

Gregory C Bradley Charitable Foundation

990PF • Fiscal year 2020 • EIN 82-0681163

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 03, 2020

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

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

97th percentile

91%

Higher net margin than 97% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

92nd percentile

90%

Faster asset growth than 92% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

981%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$711,236

Up $337,214 (+90%) from 2019

Net Assets

Up

$711,236

Up $337,214 (+90%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$370,036

Up $335,805 (+981%) from 2019

Expenses

Up

$32,822

Up $11,023 (+51%) from 2019

Net Income

Up

$337,214

Up $324,782 (+2612%) from 2019

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

2020

Assets$711,236
Liabilities$0
Net Assets$711,236

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

2020

Revenue$370,036
Expenses$32,822
Net Income$337,214
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 3, 2020
Return Version
2019v5.1
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
2020-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
53 STATE STREET, BOSTON, MA 02109
Preparer
Kristen Cummings
Phone
6178075000
Raw XML Appendix361 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0390933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1148960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0458976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1120382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt054536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIXED INCOME
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt032822
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0164160
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0370036
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08557
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07065
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0154957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1108030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt09647
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES SHORT TERM
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT F MORRISSEY ESQ
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05615156192
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt017200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GREATER BOSTON FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt070 S BAY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002118
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017200
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/AppliedToCurrentYearAmt08646
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017111
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034628
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025757
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt025982
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017111
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GREGORY C BRADLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1GREGORY C BRADLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0298 BARRE ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1298 BARRE ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0OAKHAM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1OAKHAM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd001068
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd101068
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0205776
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1100
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0101840
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt13874
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2164758
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc02,000.000 SHS AMG MANAGERS BRANDYWINE BLUE FUND
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1248.041 SHS CRM SMALL CAP VALUE FUND INVESTOR CLASS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc210547.870 SHS CRM SMALL CAP VALUE FUND INVESTOR CLASS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-07-02
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12019-09-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22019-09-26
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04812
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt09624
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt04812
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MEMBERSHIP FEE - WORKSPACE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01908
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01908
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
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/Amt0450
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0450
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT F MORRISSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05615156192
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05646463611682D9FF634D53B57C349B9DAC2909E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.19.127.190
ReturnHeader/FilingSecurityInformation/IPDt02020-11-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:08:05
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/PreparationDt02020-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN CUMMINGS
ReturnHeader/ReturnTs02020-11-09T10:14:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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