Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
ROBERT & TONI BADER CHARITABLE FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)5262 ROLAND DRIVE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46228
A Employer identification number

27-4281614
B Telephone number (see instructions)

(317) 253-9812
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,612,067J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 600,000
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 169,449 167,360  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 257,544
b Gross sales price for all assets on line 6a 1,048,542
7 Capital gain net income (from Part IV, line 2)... 257,544
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,026,993 424,904  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 25,414 3,941   35,473
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,767 4,384   4,384
c Other professional fees (attach schedule).... Click to see attachment 37,181 37,181   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,103 3,103   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 3,333 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,304 2,652   2,652
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 128 64   64
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 83,230 51,325   42,573
25 Contributions, gifts, grants paid........ 329,200 296,700
26 Total expenses and disbursements. Add lines 24 and 25 412,430 51,325   339,273
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 614,563
b Net investment income (if negative, enter -0-) 373,579
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 398,592 564,975 564,975
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 2,936,447 Click to see attachment3,151,564 3,151,564
c Investments—corporate bonds (attach schedule)........ 559,171 Click to see attachment518,088 518,088
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,997,125 Click to see attachment2,320,773 2,320,773
14 Land, buildings, and equipment: basis bullet60,000
Less: accumulated depreciation (attach schedule) bullet3,333 0 Click to see attachment56,667 56,667
15 Other assets (describe bullet) Click to see attachment26,051 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,917,386 6,612,067 6,612,067
Liabilities 17 Accounts payable and accrued expenses.......... 14,000  
18 Grants payable.................. 87,500 120,000
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 101,500 120,000
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 5,815,886 6,492,067
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 5,815,886 6,492,067
31 Total liabilities and net assets/fund balances (see instructions).. 5,917,386 6,612,067
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 5,815,886
2 Enter amount from Part I, line 27a..................... 2 614,563
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 61,618
4 Add lines 1, 2, and 3.......................... 4 6,492,067
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 6,492,067
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a ABBVIE INCORPORATED   2011-10-04 2014-07-30
b CHEVRON CORPORATION   2012-12-05 2014-05-23
c EMC CORPORATION   2012-12-28 2014-05-23
d EUROPACIFIC GROWTH FUND   2011-05-23 2014-10-24
e FORD MTR COMPANY   2011-03-15 2014-05-23
HERSHEY COMPANY   2010-09-30 2014-07-16
HERTZ GLOBAL HOLDINGS INC   2011-05-16 2014-07-10
HEWLETT-PACKARD COMPANY   2011-12-28 2014-06-02
PIONEER OAK RIDGE   2011-05-05 2014-02-14
PIONEER OAK RIDGE   2011-05-05 2014-03-25
RAYONIER INC   2011-03-10 2014-07-09
RAYONIER INC   2011-03-10 2014-10-13
RAYONIER INC   2012-12-05 2014-10-13
RAYONIER REIT   2011-03-10 2014-10-13
RAYONIER REIT   2012-12-05 2014-10-13
ROYCE PENNSYLVANIA MUTUAL FUND   2011-06-24 2014-03-25
UNION PAC CORPORATION   2011-01-26 2014-12-23
VODAFONE GROUP PLC   2011-03-10 2014-05-23
WASHINGTON PRIME GROUP   2008-12-03 2014-06-05
WASHINGTON PRIME GROUP   2008-12-03 2014-10-13
WELLPOINT INC   2011-02-17 2014-09-15
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 79,662   38,607 41,055
b 123,523   104,256 19,267
c 106,182   99,329 6,853
d 50,000   44,062 5,938
e 63,947   57,427 6,520
69,171   35,693 33,478
99,208   57,155 42,053
25,000   25,000 0
50,000   40,629 9,371
35,000   26,880 8,120
27   21 6
14,968   15,736 -768
4,996   6,630 -1,634
48,628   43,368 5,260
16,209   18,249 -2,040
85,000   70,121 14,879
60,448   23,592 36,856
37,702   57,515 -19,813
10   3 7
4,272   1,424 2,848
25,301   25,301 0
49,288     49,288
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       41,055
b       19,267
c       6,853
d       5,938
e       6,520
      33,478
      42,053
      0
      9,371
      8,120
      6
      -768
      -1,634
      5,260
      -2,040
      14,879
      36,856
      -19,813
      7
      2,848
      0
      49,288
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 257,544
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 270,713 5,600,767 0.048335
2012 159,205 3,955,482 0.040249
2011 148,056 2,550,736 0.058044
2010 0 1,951,709 0.000000
2009      
2 Total of line 1, column (d) ...................... 2 0.146628
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.036657
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 5,979,006
5 Multiply line 4 by line 3....................... 5 219,172
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,736
7 Add lines 5 and 6......................... 7 222,908
8 Enter qualifying distributions from Part XII, line 4.............. 8 339,273
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 3,736
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,736
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,736
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 1,800
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,800
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,936
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHOMAS J SPONSEL CPAABV CVA CF Telephone no.bullet (317) 608-6699
    Located atbullet251 N ILLINOIS STREET SUITE 450INDIANAPOLISIN ZIP+4bullet46204
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    ROBERT N BADER CHAIRMAN/PRESIDENT
    5.00     		5,750 0 0
    5262 ROLAND DRIVE
    INDIANAPOLIS,IN46228
    TONI R BADER SECRETARY/TREASURER
    5.00     		5,750 0 0
    5262 ROLAND DRIVE
    INDIANAPOLIS,IN46228
    SARA MEYER DIRECTOR
    1.00     		5,500 0 0
    43-16 204TH STREET
    BAYSIDE,NY11361
    JAIME CARMODY DIRECTOR
    1.00     		5,750 0 0
    11640 THISTLEHILL DRIVE
    LOVELAND,OH45140
    JOSHUA BADER DIRECTOR
    1.00     		5,250 0 0
    1318 W CORNELIA AVE
    CHICAGO,IL60657
    DANIELLE WARRENBURG DIRECTOR
    1.00     		5,500 0 0
    1122 E 57TH STREET
    INDIANAPOLIS,IN46220
    THOMAS J SPONSEL DIRECTOR
    1.00     		5,914 0 0
    251 N ILLINOIS STREET SUITE 450
    INDIANAPOLIS,IN46204
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,674,141
    b
    Average of monthly cash balances.......................
    1b
    395,916
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,070,057
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,070,057
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    91,051
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,979,006
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    298,950
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    298,950
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    3,736
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,736
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    295,214
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    295,214
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    295,214
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    339,273
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    339,273
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    3,736
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    335,537
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 295,214
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 24,863
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 339,273
    a Applied to 2013, but not more than line 2a 24,863
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 295,214
    e Remaining amount distributed out of corpus 19,196
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 19,196
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		19,196
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014.... 19,196
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ROBERT N BADER
    TONI R BADER
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    FOUNDATION GRANT COMMITTEE CO JOSHU
    5262 ROLAND DRIVE
    INDIANAPOLIS,IN46228
    (317) 608-6699
    bThe form in which applications should be submitted and information and materials they should include:
    THE FOUNDATION DOES NOT REQUIRE A SPECIFIC FORM OR APPLICATION.
    cAny submission deadlines:
    REQUESTS WILL BE EVALUATED AS RECEIVED; THERE IS NO SUBMISSION DEADLINE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION, AS STATED IN ITS BYLAWS, WILL MAKE CONTRIBUTIONS TO QUALIFIED EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE FOR, BUT NOT LIMITED TO, THE FOLLOWING PURPOSES: LITERACY, JEWISH EDUCATION, NATIONWIDE RECYCLING PROGRAMS, ALTERNATIVE ENERGY, CLASSICAL MUSICAL EDUCATION, PUBLIC RADIO AND TELEVISION, MUSEUMS, WILDLIFE CONSERVATION, THEATRE, MUSIC EDUCATION, AIDS/HIV RESEARCH, HEMOPHILIA RESEARCH, AND FOOD FOR THE HUNGRY.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    826 NATIONAL
    44 GOUGH ST STE 206
    SAN FRANSISCO,CA94103     		NO RELATIONSHIP SO III FI PROFESSIONAL DEVELOPMENT - EDUCATIONAL 10,000
    AMERICAN RED CROSS SERVING INDIANA
    441 E 10TH ST
    INDIANAPOLIS,IN46202     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 5,000
    BBYO INC
    2020 K STREET NW 7TH FLOOR
    WASHINGTON,DC20006     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 5,000
    DOROT INC
    171 W 85TH ST
    NEW YORK,NY10024     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 2,000
    EDIBLE SCHOOLYARD PROJECT
    1517 SHATTUCK AVE
    BERKELEY,CA94709     		NO RELATIONSHIP PC BUILDING GRANT 20,000
    GRAMEEN AMERICA INC
    1460 BROADWAY 8TH FLOOR
    NEW YORK,NY10036     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION IN INDIANA 10,000
    INDIANAPOLIS LIBRARY FOUNDATION
    PO BOX 6134
    INDIANAPOLIS,IN46206     		NO RELATIONSHIP PC PROGRAMMATIC FUNDING - CHILDREN'S PROGRAMS AND LITERARY STUDY 13,500
    JCC INDIANAPOLIS
    6701 HOOVER RD
    INDIANAPOLIS,IN46260     		NO RELATIONSHIP PC EARTH DAY CELEBRATION 4,000
    KEEP INDIANAPOLIS BEAUTIFUL INC
    1029 FLETCHER AVENUE STE 100
    INDIANAPOLIS,IN46203     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 6,000
    OCEAN CONSERVANCY
    1300 19TH ST NW 8TH FLOOR
    WASHINGTON,DC20036     		NO RELATIONSHIP PC PROGRAMMATIC FUNDING - TRASH FREE SEAS ALLIANCE PROJECT 15,000
    QUEENS LIBRARY FOUNDATION
    89-11 MERRICK BLV
    JAMAICA,NY11432     		NO RELATIONSHIP PC COLLEGE PREPARATION PROGRAM 7,500
    READING PARTNERS
    106 LINDEN ST 202
    OAKLAND,CA94607     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 7,500
    SIMON YOUTH FOUNDATION INC
    225 WEST WASHINGTON STREET
    INDIANAPOLIS,IN46204     		NO RELATIONSHIP PC PROGRAMMATIC FUNDING - SUPPORTING HIGH SCHOOL GRADUATES 5,000
    SPERTUS INSTITUTE OF JEWISH STUDIES
    610 S MICHIGAN AVENUE
    CHICAGO,IL60605     		NO RELATIONSHIP PC PROGRAMMATIC FUNDING - BOOK PROJECT 2,500
    ST JOSEPH INSTITUTE FOR DEAF
    9192 WALDEMAR ROAD
    INDIANAPOLIS,IN46268     		NO RELATIONSHIP PC PROGRAMMATIC FUNDING - EARLY CHILDHOOD DEVELOPMENT 5,000
    THE NEA FOUNDATION
    1201 16TH STREET NW
    WASHINGTON,DC20036     		NO RELATIONSHIP PC EDUCATOR GRANTS 12,500
    UBUNTU EDUCATION FUND
    32 BROADWAY SUITE 414
    NEW YORK,NY10004     		NO RELATIONSHIP PC PROGRAMMATIC FUNDING - EARLY CHILDHOOD PROGRAM 7,500
    UNIVERSITY OF CINCINNATI HOXWORTH BLOOD CENTER
    51 GOODMAN DRIVE UNIVERSITY HALL
    SUITE 100
    CINCINNATI,OH45221     		NO RELATIONSHIP PC PROGRAMMATIC FUNDING - HIGH SCHOOL/COLLEGE BLOOD PROGRAM 7,000
    VH1 SAVE THE MUSIC FOUNDATION
    1515 BROADWAY 20TH FLOOR
    NEW YORK,NY10036     		NO RELATIONSHIP PC PROGRAMMATIC FUNDING - RESTORE FULL MUSIC PROGRAM 10,000
    AMERICAN ALLIANCE OF MUSEUMS
    1575 EYE STREET NW SUITE 400
    WASHINGTON,DC20005     		NO RELATIONSHIP PC PROGRAM DEVELOPMENT 12,500
    ALBERT & SARA REUBEN SENIOR AND COMMUNITY RESOURCE CENTER
    6905 HOOVER ROAD
    INDIANAPOLIS,IN46260     		NO RELATIONSHIP PC FOOD PANTRY 4,000
    ASIAN ART MUSEUM
    200 LARKIN ST
    SAN FRANSISCO,IN94102     		NO RELATIONSHIP PC PROGRAM DEVELOPMENT 7,500
    BOOK TRUCK
    14525 WEDDINGTON ST
    SHERMAN OAKS,CA91411     		NO RELATIONSHIP PC EDUCATION 5,000
    BROOKLYN & QUEENS LANDTRUST
    677 LAFAYETTE AVE
    BROOKLYN,NY11216     		NO RELATIONSHIP PC MAINTAIN/ESTABLISH GREEN SPACE IN BROOKLYN 3,000
    CHICAGO JEWISH DAY SCHOOL
    5959 N SHERIDAN RD
    CHICAGO,IL60660     		NO RELATIONSHIP PC PROGRAM DEVELOPMENT 7,500
    EAC NETWORK
    50 CLINTON STREET SUITE 107
    HEMPSTEAD,NY11550     		NO RELATIONSHIP PC SUPPORT FOR HUMAN NEEDS 2,500
    ENVIRONMENTAL LAW & POLICY CENTER
    35 E WACKER DR SUITE 1600
    CHICAGO,IL60601     		NO RELATIONSHIP PC IMPROVING ENVIRONMENTAL QUALITY 2,000
    GLEANERS FOOD BANK OF INDIANA
    3737 WALDEMERE AVE
    INDIANAPOLIS,IN46241     		NO RELATIONSHIP PC GRANT FOR HUNGER 5,000
    HEARTLAND FILMS
    1043 VIRGINA AVE 2
    INDIANAPOLIS,IN46203     		NO RELATIONSHIP PC PROGRAM DEVELOPMENT 5,000
    HENRY FORD MUSEUM
    20900 OAKWOOD
    DEARBORN,MI48124     		NO RELATIONSHIP PC PROGRAM DEVELOPMENT 35,000
    HOOSIER ENVIRONMENTAL COUNCIL
    3951 N MERIDIAN ST 100
    INDIANAPOLIS,IN46208     		NO RELATIONSHIP PC INDIANA ENVIRONMENTAL ISSUES 8,200
    INDY FRINGE FESTIVAL
    719 E ST CLAIR ST
    INDIANAPOLIS,IN46202     		NO RELATIONSHIP PC PROGRAM DEVELOPMENT 10,000
    JBI INTERNATIONAL
    110 E 30TH STREET
    NEW YORK,NY10016     		NO RELATIONSHIP PC SUPPORTING THE VISUALLY IMPAIRED 2,500
    MUSEUM OF FOOD & DRINK
    232 EAST 11TH ST 1
    NEW YORK,NY10003     		NO RELATIONSHIP PC PROGRAM DEVELOPMENT 20,000
    NEW YORK YOUTH AT RISK INC
    25 W 36TH STRET
    NEW YORK,NY10018     		NO RELATIONSHIP PC PROGRAM DEVELOPMENT 2,000
    NOBLE INC
    7701 EAST 21ST STREET
    INDIANAPOLIS,IN46219     		NO RELATIONSHIP PC SUPPORT FOR PEOPLE WITH DISABILITIES 2,500
    SCHOOL ON WHEELS CORP
    2605 E 62ND ST SUITE 2005
    INDIANAPOLIS,IN46220     		NO RELATIONSHIP PC EDUCATOR GRANTS 2,500
    SECOND HELPINGS INC
    1121 SOUTHEASTERN AVE
    INDIANAPOLIS,IN46202     		NO RELATIONSHIP PC GRANT FOR HUNGER 5,000
    Total .................................bullet 3a 296,700
    bApproved for future payment
    AMERICAN RED CROSS SERVING INDIANA
    441 E 10TH ST
    INDIANAPOLIS,IN46202     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 5,000
    SIMON YOUTH FOUNDATION INC
    225 WEST WASHINGTON STREET
    INDIANAPOLIS,IN46204     		NO RELATIONSHIP PC PROGRAMMATIC FUNDING - SUPPORTING HIGH SCHOOL GRADUATES 5,000
    UBUNTU EDUCATION FUND
    32 BROADWAY SUITE 414
    NEW YORK,NY10004     		NO RELATIONSHIP PC PROGRAMMATIC FUNDING - EARLY CHILDHOOD PROGRAM 7,500
    AMERICAN ALLIANCE OF MUSEUMS
    1575 EYE STREET NW SUITE 400
    WASHINGTON,DC20005     		NO RELATIONSHIP PC PROGRAM DEVELOPMENT 25,000
    Total .................................bullet 3b 42,500
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 169,449  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 257,544  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 426,993 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13426,993
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    ROBERT & TONI BADER CHARITABLE FOUNDATION INC
     
    Employer identification number

    27-4281614
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    ROBERT & TONI BADER CHARITABLE FOUNDATION INC
          		Employer identification number

    27-4281614
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    ROBERT TONI BADER  
    5262 ROLAND DRIVE
     
    INDIANAPOLIS, IN46228

    		$600,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    ROBERT & TONI BADER CHARITABLE FOUNDATION INC
          		Employer identification number

    27-4281614
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    ROBERT & TONI BADER CHARITABLE FOUNDATION INC
          		Employer identification number

    27-4281614
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    ROBERT & TONI BADER CHARITABLE FOUNDATION INC
    EIN: 27-4281614
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 8,767 4,384   4,384

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 DepreciationSchedule
    Name:
    ROBERT & TONI BADER CHARITABLE FOUNDATION INC
    EIN: 27-4281614
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    SOFTWARE 2014-11-15 60,000   SL 3.000000000000 3,333 0    

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    ROBERT & TONI BADER CHARITABLE FOUNDATION INC
    EIN: 27-4281614
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ALCOA INC. 28,084 28,084
    BANK OF AMERICA CORPORATION 28,987 28,987
    CITIGROUP INC. 26,875 26,875
    COMCAST CORPORATION 26,505 26,505
    CONAGRA INC 31,923 31,923
    DUKE CAPITAL CORPORATION 30,646 30,646
    EASTMAN CHEMICAL COMPANY 28,212 28,212
    GOLDMAN SACHS GROUP, INC. 27,111 27,111
    HEWLETT-PACKARD COMPANY 0 0
    KOHLS CORPORATION 48,685 48,685
    MARRIOTT INTERNATIONAL, INC. 26,027 26,027
    MORGAN STANLEY 53,384 53,384
    NORFOLK SOUTHERN CORPORATION 29,718 29,718
    SYMANTEC CORPORATION 25,887 25,887
    TIME WARNER, INC. 27,508 27,508
    VERIZON COMMUNICATIONS 28,969 28,969
    WEATHERFORD INTL LTD 49,567 49,567
    WELLPOINT INC. 0 0

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    ROBERT & TONI BADER CHARITABLE FOUNDATION INC
    EIN: 27-4281614
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS COM 67,530 67,530
    ABBVIE INCORPORATED 0 0
    APPLE INC COM 115,899 115,899
    AMERISOURCEBERGEN CORPORATION 157,780 157,780
    BLACKROCK INC COM 89,390 89,390
    CHEVRON CORPORATION 0 0
    CISCO SYS INC COM 125,167 125,167
    DIAGEO P L C SPON ADR NEW (UNITED KINGDOM) 114,090 114,090
    DISNEY WALT COMPANY 94,190 94,190
    DOMINION RES INC VA NEW COM 115,350 115,350
    DUKE ENERGY CORP NEW COM 90,474 90,474
    E M C CORP MASS COM 0 0
    FORD MTR CO DEL COM PAR $0.01 0 0
    HERSHEY CO COM 0 0
    HERTZ GLOBAL HOLDINGS INC COM 0 0
    HONEYWELL INTERNATIONAL INCORPORATED 174,860 174,860
    JOHNSON & JOHNSON COM 130,712 130,712
    JPMORGAN CHASE & CO COM 156,450 156,450
    LINCOLN NATL CORPORATION 115,340 115,340
    MICROSOFT CORP COM 174,187 174,187
    PEPSICO INC COM 118,200 118,200
    PROCTER & GAMBLE CO COM 113,863 113,863
    QUALCOMM INCORPORATED 111,495 111,495
    RAYONIER INC COM 0 0
    SIMON PPTY GROUP INC NEW COM 94,879 94,879
    UNION PAC CORP COM 178,695 178,695
    VERIZON COMMUNICATIONS INC COM 129,861 129,861
    VODAFONE GROUP PLC NEW SPONS ADR NEW 0 0
    WELLS FARGO & COMPANY NEW 164,460 164,460
    HALLIBURTON COMPANY 117,990 117,990
    HOME DEPOT INC 131,212 131,212
    CHECK POINT SOFTWARE TECH 117,855 117,855
    UNITEDHEALTH GROUP INC 151,635 151,635

    TY 2014 InvestmentsOtherSchedule2
    Name:
    ROBERT & TONI BADER CHARITABLE FOUNDATION INC
    EIN: 27-4281614
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VANGUARD SCOTTSDALE FUNDS FMV 358,335 358,335
    EURO PAC GROWTH FD CL F-1 FMV 212,794 212,794
    HARTFORD WORLD BOND FUND FMV 286,557 286,557
    HENDERSON INTERNATIONAL OPPORTUNITIES FUND CLASS W FMV 209,780 209,780
    KEELEY FDS INC SMCAP VALUE I FMV 231,484 231,484
    OPPENHEIMER DEVELOPING MKTS CL A FMV 220,543 220,543
    PIONEER SER TR I PNROAK SCGW Y FMV 0 0
    ROYCE FD PENN MUT INV FMV 124,227 124,227
    THORNBURG DEVELOPING WORLD FUND FMV 240,364 240,364
    ALLIANZGI NFJ INTERNATIONAL FMV 183,863 183,863
    OAK RIDGE SMALL CAP FMV 152,700 152,700
    OPPENHEIMER STEELPATH FMV 100,126 100,126

    TY 2014 LandEtcSchedule2
    Name:
    ROBERT & TONI BADER CHARITABLE FOUNDATION INC
    EIN: 27-4281614
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    SOFTWARE 60,000 3,333 56,667  


    TY 2014 OtherAssetsSchedule
    Name:
    ROBERT & TONI BADER CHARITABLE FOUNDATION INC
    EIN: 27-4281614
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLE 3,725 0 0
    CAPITAL GAIN DISTRIBUTIONS RECEIVABLE 22,326 0 0


    TY 2014 OtherExpensesSchedule
    Name:
    ROBERT & TONI BADER CHARITABLE FOUNDATION INC
    EIN: 27-4281614
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 128 64   64


    TY 2014 OtherIncreasesSchedule
    Name:
    ROBERT & TONI BADER CHARITABLE FOUNDATION INC
    EIN: 27-4281614
    Description Amount
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    ROBERT & TONI BADER CHARITABLE FOUNDATION INC
    EIN: 27-4281614
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 37,181 37,181   0


    TY 2014 TaxesSchedule
    Name:
    ROBERT & TONI BADER CHARITABLE FOUNDATION INC
    EIN: 27-4281614
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,517 1,517   0
    INCOME TAXES PAID 1,586 1,586   0