Nonprofit · EIN 47-1295073
ALFRED AND ISABEL BADER 2014 CHARITABLE TRUST
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $79,014,729 | $93,152,662 | -$14,137,933 | $182,502,217 | $0 | $182,502,217 |
| September 30, 2024 | 990-PF | $63,718,679 | $51,613,106 | $12,105,573 | $190,429,077 | $0 | $190,429,077 |
| September 30, 2023 | 990-PF | $64,044,169 | $40,640,509 | $23,403,660 | $183,325,550 | $0 | $183,325,550 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $75,838,021
- Dividends
- $3,868,194
- Interest
- $387,533
- Net gain from sales of assets
- -$705,485
- Other income
- -$373,534
Expenses
- Grants and similar amounts paid
- $92,000,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $14,587,374
- Excise tax on investment income
- $40,830
Balance sheet and other
- Total assets, start of year
- $190,429,077
- Total assets, end of year
- $182,502,217
- Total liabilities, end of year
- $0
- Net assets, end of year
- $182,502,217
- Fair market value of assets
- $228,887,092
- Qualifying distributions
- $14,587,374
- Net investment income
- $3,934,312
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 |
|---|---|---|---|
| DAVID BADER 777 E WISCONSIN AVE, MILWAUKEE, WI 532025306 | TRUSTEE | 2 | $0 |
| DANIEL BADER 777 E WISCONSIN AVE, MILWUAKEE, WI 532025306 | TRUSTEE | 4 | $0 |
| JERE D MCGAFFEY 777 E WISCONSIN AVE, MILWUAKEE, WI 532025306 | TRUSTEE | 4 | $0 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID BADER 777 E WISCONSIN AVE, MILWAUKEE, WI 532025306 | TRUSTEE | 2 | $0 |
| DANIEL BADER 777 E WISCONSIN AVE, MILWUAKEE, WI 532025306 | TRUSTEE | 4 | $0 |
| JERE D MCGAFFEY 777 E WISCONSIN AVE, MILWUAKEE, WI 532025306 | TRUSTEE | 4 | $0 |
990-PF for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID BADER 777 E WISCONSIN AVE, MILWAUKEE, WI 532025306 | TRUSTEE | 0.5 | $0 |
| DANIEL BADER 777 E WISCONSIN AVE, MILWUAKEE, WI 532025306 | TRUSTEE | 0.5 | $0 |
| JERE D MCGAFFEY 777 E WISCONSIN AVE, MILWUAKEE, WI 532025306 | TRUSTEE | 0.5 | $0 |
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
- 47-1295073
- 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
- 2015
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $182,502,217
- Income (IRS master file)
- $195,053,602
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $79,014,729 | $93,152,662 | $182,502,217 | XML |
| 990-PF | September 2024 | $63,718,679 | $51,613,106 | $190,429,077 | XML |
| 990-PF | September 2023 | $64,044,169 | $40,640,509 | $183,325,550 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 47-1295073).
Questions about ALFRED AND ISABEL BADER 2014 CHARITABLE TRUST
- What is the EIN of ALFRED AND ISABEL BADER 2014 CHARITABLE TRUST?
- The employer identification number (EIN) of ALFRED AND ISABEL BADER 2014 CHARITABLE TRUST is 47-1295073.
- Is ALFRED AND ISABEL BADER 2014 CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to ALFRED AND ISABEL BADER 2014 CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALFRED AND ISABEL BADER 2014 CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALFRED AND ISABEL BADER 2014 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 ALFRED AND ISABEL BADER 2014 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 ALFRED AND ISABEL BADER 2014 CHARITABLE TRUST?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ALFRED AND ISABEL BADER 2014 CHARITABLE TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $79,014,729, expenses of $93,152,662 and total assets of $182,502,217 at year end.
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