Nonprofit · EIN 39-6516313
DAVID BADER CHARITABLE TRUST
Also known as BADER DAVID & RICHARD DEVEY TTEES
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $6,181,619 | $2,926,947 | $3,254,672 | $29,648,454 | $0 | $29,648,454 |
| September 30, 2024 | 990-PF | $5,146,876 | $2,457,092 | $2,689,784 | $26,408,391 | $0 | $26,408,391 |
| September 30, 2023 | 990-PF | $1,253,645 | $2,957,594 | -$1,703,949 | $23,717,357 | $0 | $23,717,357 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $723,391
- Interest
- $1,129
- Net gain from sales of assets
- $5,429,445
- Other income
- $27,654
Expenses
- Grants and similar amounts paid
- $2,450,000
- Compensation of officers, directors and key employees
- $92,500
- Disbursements for charitable purposes
- $595,522
- Excise tax on investment income
- $81,469
Balance sheet and other
- Total assets, start of year
- $26,408,391
- Total assets, end of year
- $29,648,454
- Total liabilities, end of year
- $0
- Net assets, end of year
- $29,648,454
- Fair market value of assets
- $42,258,291
- Qualifying distributions
- $595,522
- Net investment income
- $6,154,984
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SEE ATTACHED SCHEDULE FOLEY 777 E WISCONSIN AVE STE 3500, MILWAUKEE, WI 532025306 | SEE ATTACHED SCHEDULE | 0 | $92,500 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SEE ATTACHED SCHEDULE FOLEY 777 E WISCONSIN AVE STE 3500, MILWAUKEE, WI 532025306 | SEE ATTACHED SCHEDULE | 0 | $90,000 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SEE ATTACHED SCHEDULE FOLEY 777 E WISCONSIN AVE STE 3500, MILWAUKEE, WI 532025306 | SEE ATTACHED SCHEDULE | 0 | $90,000 |
Address and contacts
- Address (IRS master file)
- FOLEY 777 E WISCONSIN AVE STE 3500, MILWAUKEE, WI 53202-0000
- In care of
- % JERE D MCGAFFEY
- Signed the 990-PF
- JERE MCGAFFEY, TRUSTEE
- Return prepared by
- FOLEY & LARDNER 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 39-6516313
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1990
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $29,648,454
- Income (IRS master file)
- $8,761,612
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $6,181,619 | $2,926,947 | $29,648,454 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990-PF | September 2024 | $5,146,876 | $2,457,092 | $26,408,391 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990-PF | September 2023 | $1,253,645 | $2,957,594 | $23,717,357 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | 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 39-6516313).
Questions about DAVID BADER CHARITABLE TRUST
- What is the EIN of DAVID BADER CHARITABLE TRUST?
- The employer identification number (EIN) of DAVID BADER CHARITABLE TRUST is 39-6516313.
- Is DAVID BADER CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to DAVID BADER CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID BADER CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID BADER CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAVID BADER CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of DAVID BADER CHARITABLE TRUST?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $92,500 (SEE ATTACHED SCHEDULE, SEE ATTACHED SCHEDULE).
- How much revenue does DAVID BADER CHARITABLE TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $6,181,619, expenses of $2,926,947 and total assets of $29,648,454 at year end.
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