Isabel Bader 2021 Charitable Trust

MILWAUKEE, WI EIN: 88-6725502

Isabel Bader 2021 Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $70.5M in total assets. In 2024, it awarded 3 grants totaling $880K. Net investment income was $1.7M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$70.5M

+1243.8% YoY

Annual Giving

$880K

-15.9% YoY

Grant Count

+50.0% YoY

Avg Grant Size

$293K

-43.9% YoY

Under IRS private-foundation payout rules, Isabel Bader 2021 Charitable Trust reported a distributable amount of $1.8M for 2024 — the minimum it must pay out in qualifying distributions.

About Isabel Bader 2021 Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Wisconsin $1.9M (100%)

States

Wisconsin

Cities

Milwaukee

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$70,520,047	$5,247,844	$500,208
Revenue	$66,222,844	$5,834,939	$500,208
Expenses	$950,640	$1,087,303	—
Qualifying Distributions	$920,750	$1,087,300	—
Net Investment Income	$1,670,415	$54,439	$208
Distributable Amount	$1,829,134	$42,129	$267

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Chabad-lubavitch of Wisconsin ($630,000), Shalem Healing ($150,000), Eastcastle Place Inc ($100,000).

Recipient	Purpose	Amount
SHALEM HEALING MILWAUKEE, WI	GENERAL OPERATIONS	$150,000
CHABAD-LUBAVITCH OF WISCONSIN MILWAUKEE, WI	GITEL BAS MOSHE FUND	$630,000
EASTCASTLE PLACE INC MILWAUKEE, WI	GENERAL OPERATIONS	$100,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DANIEL BADER	TRUSTEE	1	—
MARGARET FOSTER	TRUSTEE	1	—
WILLIAM FOSTER	TRUSTEE	1	$40,000
GEORGE DIONISOPOULOS	TRUSTEE	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Isabel Bader 2021 Charitable Trust?

Isabel Bader 2021 Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $70.5M in total assets as of 2024.

How large is Isabel Bader 2021 Charitable Trust?

As of 2024, Isabel Bader 2021 Charitable Trust holds $70.5M in total assets with $66.2M in annual revenue. It awarded 3 grants totaling $880K in 2024.

Where does Isabel Bader 2021 Charitable Trust operate?

Isabel Bader 2021 Charitable Trust has awarded grants in Wisconsin.

What size grants does Isabel Bader 2021 Charitable Trust award?

In 2024, Isabel Bader 2021 Charitable Trust awarded 3 grants totaling $880K — an average of about $293K per grant, based on its IRS Form 990 filings.

How much is Isabel Bader 2021 Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Isabel Bader 2021 Charitable Trust reported a distributable amount of $1.8M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Isabel Bader 2021 Charitable Trust's EIN?

Isabel Bader 2021 Charitable Trust's EIN (Employer Identification Number) is 88-6725502. IRS Form 990 filing data is available on this page for 2022–2024.