Alfred and Isabel Bader 2014 Charitable Trust
Alfred and Isabel Bader 2014 Charitable Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $182.5M in total assets. In 2025, it awarded 1 grant totaling $92.0M. Net investment income was $2.9M.
Alfred and Isabel Bader 2014 Charitable Trust at a glance
In short: Alfred and Isabel Bader 2014 Charitable Trust gave $92.0M across 1 grant in 2025 (avg $92.0M), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $92,000,000
- +82.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $92,000,000
- +82.2% vs 2024
- Median grant
- $92,000,000
- Total assets
- $182,502,217
- -4.2% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Alfred and Isabel Bader 2014 Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Bader Philanthropies Inc ($92.0M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was $5M or more: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Alfred and Isabel Bader 2014 Charitable Trust gives
- Giving grew 235% from 2022 to 2025. Method
- In 2025 it paid out 122% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $13.6M (2019) to $92.0M (2025). In 2025 it made 1 grant totaling $92.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bader Philanthropies Inc Milwaukee, WI | General | $92,000,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $182,502,217 | $79,014,729 | $93,152,662 | $92,000,000 | 1 | $14,587,374 | $2,937,399 | $11,921,749 |
| 2024 | $190,429,077 | $63,718,679 | $51,613,106 | $50,500,000 | 1 | $13,640,077 | $6,979,445 | $11,344,207 |
| 2023 | $183,325,550 | $64,044,169 | $40,640,509 | $40,000,000 | 1 | $10,982,440 | $6,160,065 | $8,950,152 |
| 2022 | $159,722,448 | $102,689,039 | $27,934,625 | $27,500,000 | 1 | $10,040,320 | $5,485,513 | $6,917,251 |
| 2021 | $88,717,556 | $62,553,918 | $23,840,417 | $23,750,000 | 1 | — | $1,707,726 | $3,823,430 |
| 2020 | $50,004,066 | $46,487,147 | $22,347,830 | $22,300,000 | 1 | — | $993,334 | $2,081,918 |
| 2019 | $25,864,744 | $20,868,720 | $13,882,586 | $13,550,000 | 1 | — | $1,338,964 | $1,169,136 |
Under IRS private-foundation payout rules, Alfred and Isabel Bader 2014 Charitable Trust reported a distributable amount of $11.9M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Alfred and Isabel Bader 2014 Charitable Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Daniel Bader
Trustee
On filings since 2019
4 hrs/week
No compensation reported
David Bader
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Jere D. McGaffey
Trustee
On filings since 2019
4 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Alfred and Isabel Bader 2014 Charitable Trust
How much does Alfred and Isabel Bader 2014 Charitable Trust give each year?
Alfred and Isabel Bader 2014 Charitable Trust gave $92.0M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50.5M across 1 grant.
How large is Alfred and Isabel Bader 2014 Charitable Trust?
Alfred and Isabel Bader 2014 Charitable Trust reported $182.5M in total assets on its 2025 IRS Form 990-PF. It paid out $14.6M in qualifying distributions that year, against a required minimum of $11.9M (roughly 5% of its investment assets).
Where does Alfred and Isabel Bader 2014 Charitable Trust operate?
Alfred and Isabel Bader 2014 Charitable Trust has awarded grants in Wisconsin.
What is Alfred and Isabel Bader 2014 Charitable Trust's EIN?
Alfred and Isabel Bader 2014 Charitable Trust's EIN (Employer Identification Number) is 47-1295073. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS August 10, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 2, 2025)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 12, 2026)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Alfred and Isabel Bader 2014 Charitable Trust funds
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