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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,537,010J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 167,187 167,187  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 348,561
b Gross sales price for all assets on line 6a 1,064,365
7 Capital gain net income (from Part IV, line 2)... 347,223
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........ 515,748 514,410  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 19,419 1,942   17,477
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 8,875 4,437   4,438
c Other professional fees (attach schedule).... Click to see attachment 46,462 46,462   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 11,523 1,943   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 8,267 4,134   4,133
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 845 0   845
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 95,391 58,918   26,893
25 Contributions, gifts, grants paid....... 268,661 342,860
26 Total expenses and disbursements. Add lines 24 and 25 364,052 58,918   369,753
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 151,696
b Net investment income (if negative, enter -0-) 455,492
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 357,483 92,259 92,259
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)....... 3,202,247 Click to see attachment3,145,537 3,145,537
c Investments—corporate bonds (attach schedule)....... 690,907 Click to see attachment761,606 761,606
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,025,058 Click to see attachment2,535,413 2,535,413
14 Land, buildings, and equipment: basis bullet60,000
Less: accumulated depreciation (attach schedule) bullet60,000      
15 Other assets (describe bullet) Click to see attachment567 Click to see attachment2,195 Click to see attachment2,195
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,276,262 6,537,010 6,537,010
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 194,466 120,267
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)......... 194,466 120,267
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 7,081,796 6,416,743
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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)..... 7,081,796 6,416,743
31 Total liabilities and net assets/fund balances (see instructions). 7,276,262 6,537,010
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
7,081,796
2
Enter amount from Part I, line 27a .....................
2
151,696
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,233,492
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
816,749
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
6,416,743
Form 990-PF (2018)
Form 990-PF (2018)
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 CITIGROUP INC   2018-10-01 2018-12-07
b JANUS HENDERSON SHORT DURATION INCOME ETF   2018-03-29 2018-12-21
c OPPENHEIMER STEELPATH MLP ALPHA FUND CLASS   2018-06-01 2018-11-20
d APPLE INCORPORATED   2011-03-08 2018-10-01
e BLACKROCK INCORPORATED   2011-01-14 2018-10-01
DOMINION ENERGY INCORPORATED   2011-10-04 2018-10-01
GARRETT MOTION INCORPORATED   2012-05-16 2018-10-15
HONEYWELL INTERNATIONAL INCORPORATED   2012-05-16 2018-10-01
JANUS HENDERSON INTL OPPORTUNITIES FUND CLASS   2011-11-18 2001-03-29
KEELEY SMALL MID CAP VALUE FUND CLASS   2012-05-08 2018-10-01
MICROSOFT CORPORATION   2008-12-30 2018-10-01
OPPENHEIMER EMERGING MKTS INNOVATORS FUND CLASS   2015-09-08 2018-03-29
RESIDEO TECHNOLOGIES INCORPORATED   2012-05-16 2018-11-01
OPPENHEIMER STEELPATH MLP ALPHA FUND CLASS   2014-09-01 2018-11-20
SYMANTEC CORPORATION NTS ISIN   2011-01-13 2018-10-01
TIME WARNER INC   2011-12-28 2018-09-27
UNITEDHEALTH GROUP INCORPORATED   2014-05-23 2018-10-01
VANGUARD SHORT TERM CORPORATE BOND ETF   2012-12-28 2018-11-20
RESIDEO TECHNOLOGIES INCORPORATED   2012-06-01 2018-11-20
VANGUARD SHORT TERM CORPORATE BOND ETF   2012-12-28 2018-11-30
VANGUARD SHORT TERM CORPORATE BOND ETF   2014-12-22 2018-12-27
WF COMPANY NEW   2012-11-01 2018-02-06
KEELEY SMALL MID CAP VALUE FUND CLASS   2012-12-05 2018-10-01
GARRETT MOTION INCORPORATED   2012-12-11 2018-10-15
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 25,000   25,001 -1
b 49,801   50,071 -270
c 5,991   6,443 -452
d 11,415   2,547 8,868
e 119,096   49,230 69,866
87,749   60,527 27,222
1,373   559 814
33,292   11,411 21,881
60,000   37,600 22,400
24,894   19,045 5,849
46,132   7,708 38,424
70,000   45,956 24,044
      0
68,089   100,304 -32,215
25,231   24,662 569
25,708   25,708 0
26,968   7,882 19,086
19,417   20,063 -646
3,828   2,055 1,773
38,835   40,127 -1,292
97,186   100,071 -2,885
116,276   66,899 49,377
15,106   12,941 2,165
763   332 431
92,215     92,215
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       -1
b       -270
c       -452
d       8,868
e       69,866
      27,222
      814
      21,881
      22,400
      5,849
      38,424
      24,044
      0
      -32,215
      569
      0
      19,086
      -646
      1,773
      -1,292
      -2,885
      49,377
      2,165
      431
      92,215
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 2 347,223
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))
2017 327,184 6,727,656 0.048633
2016 301,676 6,117,472 0.049314
2015 274,692 6,383,827 0.043029
2014 335,537 5,979,006 0.056119
2013 270,713 5,600,767 0.048335
2
Total of line 1, column (d) .....................
2
0.245430
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.049086
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
7,065,406
5
Multiply line 4 by line 3......................
5
346,813
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,555
7
Add lines 5 and 6........................
7
351,368
8
Enter qualifying distributions from Part XII, line 4,.............
8
369,753
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 4,555
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 4,555
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 4,555
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 6,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,445
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,445 RefundedBullet 11 0
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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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     		2,669 0 0
    5262 ROLAND DRIVE
    INDIANAPOLIS,IN46228
    TONI R BADER SECRETARY/TREASURER
    5.00     		3,000 0 0
    5262 ROLAND DRIVE
    INDIANAPOLIS,IN46228
    SARA MEYER DIRECTOR
    1.00     		3,000 0 0
    233 LINCOLN BLVD
    MERRICK,NY11566
    JAIME CARMODY DIRECTOR
    1.00     		2,750 0 0
    11640 THISTLEHILL DRIVE
    LOVELAND,OH45140
    JOSHUA BADER DIRECTOR
    1.00     		2,500 0 0
    1318 W CORNELIA AVE
    CHICAGO,IL60657
    DANIELLE WARRENBURG DIRECTOR
    1.00     		2,500 0 0
    1122 E 57TH STREET
    INDIANAPOLIS,IN46220
    THOMAS J SPONSEL DIRECTOR
    1.00     		3,000 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    6,909,481
    b
    Average of monthly cash balances.......................
    1b
    263,520
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,173,001
    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
    7,173,001
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    107,595
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,065,406
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    353,270
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    353,270
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    4,555
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,555
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    348,715
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    348,715
    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
    348,715
    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
    369,753
    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
    369,753
    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
    4,555
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    365,198
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 348,715
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 19,806
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 369,753
    a Applied to 2017, but not more than line 2a 19,806
    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 2018 distributable amount..... 348,715
    e Remaining amount distributed out of corpus 1,232
    5 Excess distributions carryover applied to 2018. 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 1,232
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		1,232
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018.... 1,232
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 (2018)
    Form 990-PF (2018)
    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
    DOROT INC
    171 WEST 85TH STREET
    NEW YORK,NY10024     		NO RELATIONSHIP PC RECIPES TO REMEMBER 8,333
    JCC INDY
    6701 HOOVER ROAD
    INDIANAPOLIS,IN46260     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 5,000
    826 MICHIGAN INC
    115 E LIBERTY
    ANN ARBOR,MI48104     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 10,000
    SIMON YOUTH FOUNDATION INC
    225 WEST WASHINGTON STREET
    INDIANAPOLIS,IN46204     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 10,000
    KEEP INDIANAPOLIS BEAUTIFUL INC
    1029 FLETCHER AVENUE SUITE 100
    INDIANAPOLIS,IN46203     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 10,000
    ISRAEL TENNIS CENTERS FOUNDATION INC
    57 WEST 38TH STREET NO 605
    NEW YORK,NY10018     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 5,000
    UBUNTU EDUCATION FUND INC
    32 BROADWAY
    NEW YORK,NY10004     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 10,000
    ST FRANCIS SERAPH MINISTRIES
    1615 VINE STREET
    CINCINNATI,OH45202     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 4,000
    THE MUSEUM OF FOOD AND DRINK (MOFAD)
    62 BAYARD ST
    BROOKLYN,NY11222     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 6,667
    HORIZONS AT ST RICHARD'S EPISCOPAL SCHOOL
    33 E 33RD STREET
    INDIANAPOLIS,IN46205     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 3,600
    CHALLENGE AMERICA
    PO BOX 4467
    BASALT,CO81621     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 10,000
    REDEMPTIVE CYCLES
    1305 2ND AVE N STE 105
    BIRMINGHAM,AL35203     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 3,600
    THE CHILDRENS MUSEUM OF INDIANAPOLIS
    3000 NORTH MERIDIAN STREET
    INDIANAPOLIS,IN46208     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 20,000
    ACDS
    4 FERN PLACE
    PLAINVIEW,NY11803     		NO RELATIONSHIP PC SHARING THE JOY OF MUSIC FOR CHILDREN WITH DISABILITIES 5,000
    PLYMOUTH PHILHARMONIC ORCHESTRA
    32 COURT STREET
    PLYMOUTH,MA02360     		NO RELATIONSHIP PC MUSIC IMMERSION EDUCATION PROGRAM 2018-2019 5,000
    UNIVERSITY OF INDIANAPOLIS
    1400 E HANNA AVENUE
    INDIANAPOLIS,IN46227     		NO RELATIONSHIP PC A HOLOCAUST REMEMBRANCE 2,000
    EDGEMOOR COMMUNITY CENTER DBA BELLEVUE
    500 DUNCAN ROAD NO STE A
    WILMINGTON,DE19809     		NO RELATIONSHIP PC WATER CONSERVATION AND IRRIGATION PROJECT. 3,320
    CHANCES FOR CHILDREN
    20343 N HAYDEN RD SUITE 105-114
    SCOTTSDALE,AZ85255     		NO RELATIONSHIP PC MICROCREDIT PROGRAM FOR WOMEN IN HAITI 4,000
    FRIENDS OF YAD EZRA VSHULAMIT
    3470 WILSHIRE BLVD
    LOS ANGELES,CA90010     		NO RELATIONSHIP PC EQUIPMENT FOR NEW CHILDREN'S CENTER IN TZFAT. 3,600
    THE SHENANDOAH NATIONAL PARK TRUST
    404 8TH STREET SUITE D
    CHARLOTTESVILLE,VA22902     		NO RELATIONSHIP PC YOUTH CONSERVATION CORPS AT SHENANDOAH NATIONAL PARK 6,000
    OASIS CENTER INC
    1704 CHARLOTTE AVENUE 200
    NASHVILLE,TN37203     		NO RELATIONSHIP PC ART EDUCATION FOR SECOND YEAR OF NEW PROGRAM 2,000
    THE JEWISH FEDERATIONS OF NORTH AMERICA INC
    6705 HOOVER ROAD
    INDIANAPOLIS,IN46260     		NO RELATIONSHIP PC WOMEN PARTNER 4 PEACE 15,000
    GET INSPIRED
    6192 SANTA RITA AVE
    GARDEN GROVE,CA92845     		NO RELATIONSHIP PC NURSERY IN A SCHOOL 5,500
    CLAUDE MCNEAL'S MUSICAL THEATRE TRAINING PROGRAM INC
    320 NORTH MERIDIAN STREET STE 818
    INDIANAPOLIS,IN46204     		NO RELATIONSHIP PC INSTRUCTOR FEES FOR THEATER WORKSHOPS FOR DISABLED STUDENTS 2,000
    MONTANA WATERSHED COORDINATION COUNCIL
    PO BOX 1416
    HELENA,MT59601     		NO RELATIONSHIP PC MONTANA WATERSHED STORIES 3,600
    PINE TREE STATE 4-H CLUB FOUNDATION
    YORK COMPLEX ROOM 1
    ORONO,ME04469     		NO RELATIONSHIP PC GREENLAND POINT 4-H CAMP AND LEARNING CENTER 3,000
    DOROT
    171 WEST 85TH STREET
    NEW YORK,NY10024     		NO RELATIONSHIP PC RECIPES TO REMEMBER 3,600
    ZORONGO FLAMENCO
    3012 MINNEHAHA AVENUE SOUTH
    MINNEAPOLIS,MN55406     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 4,000
    CHILDREN'S MUSEUM OF PHOENIX
    215 N 7TH STREET
    PHOENIX,AZ85034     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 4,500
    THE CONTEMPORARY JEWISH MUSEUM
    736 MISSION STREET
    SAN FRANCISCO,CA94103     		NO RELATIONSHIP PC EXPANDING K-12 ACCESS TO JEWISH CULTURE, HISTORY, ART, AND IDEAS 15,000
    THE OPEN DOORCAPE ANN FOOD PANTRY
    28 EMERSON AVENUE
    GLOUCESTER,MA01930     		NO RELATIONSHIP PC ON YOUR MARK JOB YOUTH JOB TRAINING AND WORKFORCE READINESS 5,000
    MASSACHUSETTS AUDUBON SOCIETY INC
    208 SOUTH GREAT ROAD
    LINCOLN,MA01773     		NO RELATIONSHIP PC ENVIRONMENTAL CAREER PATHWAYS PROGRAM 5,000
    THE JEWISH COMMUNITY CENTER OF CINCINNATI
    8485 RIDGE ROAD
    CINCINNATI,OH45236     		NO RELATIONSHIP PC THE GUY MENDILOW ENSEMBLE 5,000
    THE NEW HARMONY PROJECT INC
    PO BOX 441062
    INDIANAPOLIS,IN46244     		NO RELATIONSHIP PC THE NEW HARMONY PROJECT - CREATEINDY 5,000
    LA COCINA VA
    1500 N GLEBE RD
    ARLINGTON,VA22207     		NO RELATIONSHIP PC CAREER READINESS, JOB PLACEMENT AND FOOD ASSISTANCE 14,540
    EDIBLE SCHOOLYARD PROJECT
    1517 SHATTUCK AVE
    BERKLEY,CA94709     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 30,000
    EASTERN MARKET CORPORATION
    2934 RUSSELL
    DETROIT,MI48207     		NO RELATIONSHIP PC TECHNICAL ASSISTANCE FOR LOCAL FOOD-BASED ENTREPRENEURS. 25,000
    PLANT CHICAGO
    1400 W 46TH STRET
    CHICAGO,IL60609     		NO RELATIONSHIP PC CULTIVATING NETWORKS FOR LOCAL CIRCULAR ECONOMIES 30,000
    BIRTHRIGHT ISRAEL FOUNDATION
    33 EAST 33RD STREET 7TH FLOOR
    NEW YORK,NY10016     		NO RELATIONSHIP PC ACCESIBILITY PROGRAM FOR HANDICAPPED AND DISABLED JEWISH YOUTH 30,000
    Total .................................bullet 3a 342,860
    bApproved for future payment
    THE JEWISH COMMUNITY CENTER OF CINCINNATI
    8485 RIDGE ROAD
    CINCINNATI,OH45236     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 10,000
    EDIBLE SCHOOLYARD PROJECT
    1517 SHATTUCK AVE
    BERKELEY,CA94709     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 30,000
    Total .................................bullet 3b 40,000
    Form 990-PF (2018)
    Form 990-PF (2018)
    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....     14 167,187  
    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 ............     		    18 348,561  
    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).. 0 515,748 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    515,748
    (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 (2018)
    Form 990-PF (2018)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    ROBERT & TONI BADER CHARITABLE
     
    FOUNDATION INC
    EIN:
    27-4281614
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 8,875 4,437   4,438

    TY 2018 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
    BANK OF AMERICA CORPORATION 26,304 26,304
    CONAGRA INC 28,357 28,357
    ENTERPRISE PRODUCTS OPERATING LP 49,780 49,780
    CITIGROUP INC. 48,191 48,191
    DUKE CAPITAL CORPORATION 29,635 29,635
    GOLDMAN SACHS GROUP, INC. 26,115 26,115
    KOHLS CORPORATION 48,907 48,907
    MORGAN STANLEY 51,370 51,370
    NORFOLK SOUTHERN CORPORATION 27,690 27,690
    KRAFT FOODS GROUP, INC. 51,143 51,143
    KLA-TENCOR CORP 51,241 51,241
    TEVA PHARMACEUTICAL FINANCE NETHERLANDS 24,555 24,555
    VIACOM INC NTS ISIN 24,858 24,858
    BEST BUY CO., INC. NTS ISIN 25,778 25,778
    HYATT HOTELS CORPORATION NTS ISIN 25,993 25,993
    THE DOW CHEMICAL COMPANY NTS ISIN 24,250 24,250
    AT&T INC. NTS ISIN 24,447 24,447
    CVS HEALTH CORP 24,363 24,363
    UNITED HEALTH GROUP 24,960 24,960
    GOLDMAN SACHS GROUP, INC. 24,913 24,913
    SOUTHERN COMPANY NTS 24,847 24,847
    HUMANA INC NTS 24,874 24,874
    NORTHROP GRUMMAN CORPORATION NTS 49,035 49,035

    TY 2018 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
    APPLE INC COM 157,737 157,737
    CISCO SYS INC COM 108,325 108,325
    DISNEY WALT COMPANY 109,650 109,650
    DUKE ENERGY CORP NEW COM 69,040 69,040
    HOME DEPOT INC 171,820 171,820
    HONEYWELL INTERNATIONAL INCORPORATED 158,544 158,544
    JOHNSON & JOHNSON COM 161,313 161,313
    JPMORGAN CHASE & CO COM 195,240 195,240
    MICROSOFT CORP COM 223,454 223,454
    MONDELEZ INTERNATIONAL INCORPORATED 50,038 50,038
    PEPSICO INC COM 138,100 138,100
    PROCTER & GAMBLE CO COM 78,132 78,132
    UNION PAC CORP COM 207,345 207,345
    UNITEDHEALTH GROUP INC 224,208 224,208
    VERIZON COMMUNICATIONS INC COM 156,067 156,067
    ABBVIE INCORPORATED 207,428 207,428
    CHEVRON CORPORATION NEW 163,185 163,185
    TEXAS INSTRS INCORPORATED 165,375 165,375
    CME GROUP INCORPORATED COM CLASS A 131,684 131,684
    MARATHON PETE CORPORATION 162,278 162,278
    CHUBB LIMITED 106,574 106,574

    TY 2018 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
    DOUBLELINE TOTAL RETURN BOND FUND FMV 195,360 195,360
    EURO PAC GROWTH FD CL F-1 FMV 199,169 199,169
    JPMORGAN MID CAP VALUE FUND FMV 343,976 343,976
    HARTFORD WORLD BOND FUND FMV 418,826 418,826
    KEELEY FDS INC SMCAP VALUE I FMV 117,639 117,639
    OPPENHEIMER DEVELOPING MKTS CL A FMV 253,525 253,525
    VANGUARD INTERNATIONAL VALUE FUND FMV 367,726 367,726
    WILLIAM BLAIR EMERGING MARKETS SM CAP GROWTH FUND FMV 102,629 102,629
    JANUS HENDERSON INTL OPPORTUNITIES FUND CLASS I N/L FMV 129,360 129,360
    SMALLCAP WORLD FUND CLASS F2 - AMERICAN FUNDS N/L FMV 309,203 309,203
    JANUS HENDERSON SHORT DURATION INCOME ETF FMV 98,000 98,000

    TY 2018 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 567 2,195 2,195


    TY 2018 OtherDecreasesSchedule
    Name:
    ROBERT & TONI BADER CHARITABLE
     
    FOUNDATION INC
    EIN:
    27-4281614
    Description Amount
    UNREALIZED GAINS ON INVESTMENTS 816,749


    TY 2018 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
    SOFTWARE MAINTENANCE 845 0   845


    TY 2018 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 46,462 46,462   0


    TY 2018 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 1,943 1,943   0
    INVESTMENT INCOME TAX 9,580 0   0