Nonprofit · EIN 39-6516314
DANIEL BADER CHARITABLE TRUST
Also known as BADER DAVID & RICHARD DEVEY TTEE
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $6,211,125 | $2,952,552 | $3,258,573 | $29,733,758 | $0 | $29,733,758 |
| September 30, 2024 | 990-PF | $5,140,472 | $2,457,360 | $2,683,112 | $26,489,795 | $0 | $26,489,795 |
| September 30, 2023 | 990-PF | $1,265,019 | $2,958,393 | -$1,693,374 | $23,805,433 | $0 | $23,805,433 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $733,669
- Interest
- $1,188
- Net gain from sales of assets
- $5,429,152
- Other income
- $47,116
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
- $81,523
Balance sheet and other
- Total assets, start of year
- $26,489,795
- Total assets, end of year
- $29,733,758
- Total liabilities, end of year
- $0
- Net assets, end of year
- $29,733,758
- Fair market value of assets
- $42,329,957
- Qualifying distributions
- $595,522
- Net investment income
- $6,165,027
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
- 39-6516314
- 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)
- $29,733,758
- Income (IRS master file)
- $8,791,323
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $6,211,125 | $2,952,552 | $29,733,758 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990-PF | September 2024 | $5,140,472 | $2,457,360 | $26,489,795 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990-PF | September 2023 | $1,265,019 | $2,958,393 | $23,805,433 | 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 39-6516314).
Questions about DANIEL BADER CHARITABLE TRUST
- What is the EIN of DANIEL BADER CHARITABLE TRUST?
- The employer identification number (EIN) of DANIEL BADER CHARITABLE TRUST is 39-6516314.
- Is DANIEL BADER CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to DANIEL BADER CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DANIEL BADER CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DANIEL 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 DANIEL 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 DANIEL 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 DANIEL BADER CHARITABLE TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $6,211,125, expenses of $2,952,552 and total assets of $29,733,758 at year end.
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