Isabel Bader 2021 Charitable Trust
Isabel Bader 2021 Charitable Trust is a private foundation, 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.
Isabel Bader 2021 Charitable Trust at a glance
In short: Isabel Bader 2021 Charitable Trust gave $880K across 3 grants in 2024 (avg $293K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $880,000
- -15.9% vs 2023
- Grants made (2024)
- 3
- +50.0% vs 2023
- Average grant
- $293,333
- -43.9% vs 2023
- Median grant
- $150,000
- Total assets
- $70,520,047
- +1243.8% vs 2023
- Primary geography
- Wisconsin (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Isabel Bader 2021 Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Chabad-Lubavitch of Wisconsin ($630K). Together the top 3 received $880K.
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
States
Cities
How Isabel Bader 2021 Charitable Trust gives
- In 2024 it paid out 50% 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 2023 to 2024, annual grant giving ranged from $880K (2024) to $1.0M (2023). In 2024 it made 3 grants totaling $880K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Chabad-Lubavitch of Wisconsin Milwaukee, WI | Gitel Bas Moshe Fund | $630,000 |
| Shalem Healing Milwaukee, WI | General Operations | $150,000 |
| Eastcastle Place Inc Milwaukee, WI | General Operations | $100,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $70,520,047 | $66,222,844 | $950,640 | $880,000 | 3 | $920,750 | $1,670,415 | $1,829,134 |
| 2023 | $5,247,844 | $5,834,939 | $1,087,303 | $1,046,000 | 2 | $1,087,300 | $54,439 | $42,129 |
| 2022 | $500,208 | $500,208 | — | — | — | — | $208 | $267 |
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.
Leadership & Key People
Officers and directors from IRS filings
Isabel Bader 2021 Charitable Trust's 2024 filing lists 4 officers; 1 of 4 officers listed in 2024 is compensated.
Officers on the 2024 filing
William Foster
Trustee
On filings since 2022
1 hr/week
$40K (2023) → $40K (2024)
Daniel Bader
Trustee
On filings since 2022
1 hr/week
No compensation reported
George Dionisopoulos
Trustee
On filings since 2022
1 hr/week
No compensation reported
Margaret Foster
Trustee
On filings since 2022
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2022–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $40K, to William Foster (Trustee).
Frequently asked questions about Isabel Bader 2021 Charitable Trust
How much does Isabel Bader 2021 Charitable Trust give each year?
Isabel Bader 2021 Charitable Trust gave $880K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.0M across 2 grants.
What is Isabel Bader 2021 Charitable Trust's typical grant size?
Isabel Bader 2021 Charitable Trust's median grant in 2024 was $150,000, and its average grant was $293,333, across 3 grants on its 2024 IRS Form 990-PF.
Where does Isabel Bader 2021 Charitable Trust give grants?
Isabel Bader 2021 Charitable Trust gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Milwaukee, WI (3 grants).
Does Isabel Bader 2021 Charitable Trust give general operating support?
Yes: 67% of Isabel Bader 2021 Charitable Trust's 2024 grants with a stated purpose (2 of 3) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is Isabel Bader 2021 Charitable Trust?
Isabel Bader 2021 Charitable Trust reported $70.5M in total assets on its 2024 IRS Form 990-PF. It paid out $921K in qualifying distributions that year, against a required minimum of $1.8M (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.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2022–2024
Live grants for the work Isabel Bader 2021 Charitable Trust funds
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