David Bader Charitable Trust
David Bader Charitable Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $29.6M in total assets. In 2025, it awarded 1 grant totaling $2.5M. Net investment income was $5.9M.
David Bader Charitable Trust at a glance
In short: David Bader Charitable Trust gave $2.5M across 1 grant in 2025 (avg $2.5M), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,450,000
- +19.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $2,450,000
- +19.5% vs 2024
- Median grant
- $2,450,000
- Total assets
- $29,648,454
- +12.3% 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 David Bader Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Bader Philanthripies ($2.5M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $1–5M range: 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 David Bader Charitable Trust gives
- Giving grew 139% from 2022 to 2025. Method
- In 2025 it paid out 32% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2025, annual grant giving ranged from $1.0M (2022) to $4.8M (2020). In 2025 it made 1 grant totaling $2.5M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bader Philanthripies Milwaukee, WI | General | $2,450,000 |
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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 | $29,648,454 | $6,181,619 | $2,926,947 | $2,450,000 | 1 | $595,522 | $5,861,064 | $1,887,415 |
| 2024 | $26,408,391 | $5,146,876 | $2,457,092 | $2,050,000 | 1 | $683,824 | $4,786,708 | $1,738,179 |
| 2023 | $23,717,357 | $1,253,645 | $2,957,594 | $2,550,000 | 1 | $608,780 | $895,484 | $1,604,457 |
| 2022 | $25,430,328 | $2,434,652 | $1,468,759 | $1,025,000 | 1 | $279,840 | $2,089,267 | $1,830,908 |
| 2021 | $24,481,493 | $3,178,707 | $2,135,982 | $1,750,000 | 1 | — | $2,847,021 | $1,917,781 |
| 2020 | $23,422,381 | $2,713,623 | $5,046,334 | $4,750,000 | 1 | — | $1,249,547 | $1,557,893 |
Under IRS private-foundation payout rules, David Bader Charitable Trust reported a distributable amount of $1.9M for 2025 — the minimum it must pay out in qualifying distributions.
Frequently asked questions about David Bader Charitable Trust
How much does David Bader Charitable Trust give each year?
David Bader Charitable Trust gave $2.5M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.0M across 1 grant.
How large is David Bader Charitable Trust?
David Bader Charitable Trust reported $29.6M in total assets on its 2025 IRS Form 990-PF. It paid out $596K in qualifying distributions that year, against a required minimum of $1.9M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does David Bader Charitable Trust operate?
David Bader Charitable Trust has awarded grants in Wisconsin.
What is David Bader Charitable Trust's EIN?
David Bader Charitable Trust's EIN (Employer Identification Number) is 39-6516313. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- 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 8, 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 2020–2024
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