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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$8,264,581J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 154,109 154,109  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 330,628
b Gross sales price for all assets on line 6a 1,518,560
7 Capital gain net income (from Part IV, line 2)... 330,628
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)....... Click to see attachment 364 364  
12 Total. Add lines 1 through 11........ 485,101 485,101  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 51,317 5,131   46,186
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 9,250 4,625   4,625
c Other professional fees (attach schedule).... Click to see attachment 47,061 47,061   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 18,523 1,049   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 535 267   268
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 9,237 0   9,237
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 135,923 58,133   60,316
25 Contributions, gifts, grants paid....... 358,816 349,816
26 Total expenses and disbursements. Add lines 24 and 25 494,739 58,133   410,132
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,638
b Net investment income (if negative, enter -0-) 426,968
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 337,437 139,369 139,369
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)....... 3,586,389 Click to see attachment3,713,431 3,713,431
c Investments—corporate bonds (attach schedule)....... 683,935 Click to see attachment507,418 507,418
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,029,096 Click to see attachment3,901,763 3,901,763
14 Land, buildings, and equipment: basis bullet60,000
Less: accumulated depreciation (attach schedule) bullet60,000      
15 Other assets (describe bullet) Click to see attachment1,660 Click to see attachment2,600 Click to see attachment2,600
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,638,517 8,264,581 8,264,581
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 219,000 228,000
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)......... 219,000 228,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 7,419,517 8,036,581
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,419,517 8,036,581
30 Total liabilities and net assets/fund balances (see instructions). 7,638,517 8,264,581
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,419,517
2
Enter amount from Part I, line 27a .....................
2
-9,638
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
626,702
4
Add lines 1, 2, and 3 ..........................
4
8,036,581
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 29 .
6
8,036,581
Form 990-PF (2020)
Form 990-PF (2020)
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 BEST BUY CO., INC.   2020-03-25 2020-12-15
b JPMORGAN ULTRA-SHORT INCOME ETF   2019-07-19 2020-03-25
c JPMORGAN ULTRA-SHORT INCOME ETF   2019-07-19 2020-06-01
d JPMORGAN ULTRA-SHORT INCOME ETF   2020-02-13 2020-06-01
e SHERWIN-WILLIAMS CO SPECIAL MANDATORY REDEMPTION   2019-07-05 2020-05-15
INVESCO EMERGING MKTS INNOVATORS FD CL Y N/L   2015-09-08 2020-10-14
INVESCO EMERGING MKTS INNOVATORS FD CL Y N/L   2015-09-08 2020-11-23
AIR PRODUCTS & CHEMICALS INCORPORATED   2019-04-05 2020-12-14
APPLE INCORPORATED   2011-03-08 2020-10-14
APPLE INCORPORATED   2011-03-08 2020-12-14
BEST BUY CO., INC.   2017-12-18 2020-12-15
CHEVRON CORPORATION NEW   2017-05-01 2020-12-14
DOUBLELINE TOTAL RETURN BOND FUND CLASS I N/L   2016-11-22 2020-03-09
THE DOW CHEMICAL COMPANY   2017-12-18 2020-03-26
HARTFORD WORLD BOND FUND CLASS I N/L   2012-12-05 2020-02-28
HARTFORD WORLD BOND FUND CLASS I N/L   2012-12-05 2020-02-28
HARTFORD WORLD BOND FUND CLASS I N/L   2013-09-19 2020-02-28
HARTFORD WORLD BOND FUND CLASS I N/L   2013-09-19 2020-03-25
HARTFORD WORLD BOND FUND CLASS I N/L   2013-09-27 2020-03-25
HARTFORD WORLD BOND FUND CLASS I N/L   2019-10-17 2020-03-25
HARTFORD WORLD BOND FUND CLASS I N/L   2013-10-17 2020-03-26
HARTFORD WORLD BOND FUND CLASS I N/L   2013-10-17 2020-03-26
HARTFORD WORLD BOND FUND CLASS I N/L   2014-10-24 2020-03-26
HARTFORD WORLD BOND FUND CLASS I N/L   2014-12-22 2020-03-26
HARTFORD WORLD BOND FUND CLASS I N/L   2015-02-12 2020-03-26
HONEYWELL INTERNATIONAL INCORPORATED   2012-05-16 2020-12-14
JPMORGAN ULTRA-SHORT INCOME ETF   2019-02-06 2020-03-25
KRAFT HEINZ FOODS COMPANY   2015-01-20 2020-02-10
MARATHON PETE CORPORATION   2018-10-01 2020-12-14
MICROSOFT CORPORATION   2008-12-30 2020-10-14
MICROSOFT CORPORATION   2008-12-30 2020-12-14
NORTHROP GRUMMAN CORPORATION   2018-10-01 2020-10-15
SMALLCAP WORLD FUND CLASS F2-AMERICAN FUNDS N/L   2017-05-01 2020-07-30
SMALLCAP WORLD FUND CLASS F2-AMERICAN FUNDS N/L   2017-05-01 2020-10-14
UNION PAC COROPORATION   2011-01-26 2020-12-14
UNION PAC COROPORATION   2011-10-04 2020-12-14
VANGUARD INTERNATIONAL VALUE FUND INVESTOR CLASS N/L   2016-11-07 2020-11-23
CHUBB LIMITED (SWITZERLAND)   2018-02-06 2020-02-20
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 50,000   50,077 -77
b 24,449   25,230 -781
c 25,264   25,230 34
d 101,058   101,050 8
e 40,000   40,000 0
20,000   13,824 6,176
50,000   31,059 18,941
26,936   19,278 7,658
98,030   10,189 87,841
49,191   5,094 44,097
25,000   25,162 -162
46,306   53,179 -6,873
35,000   33,922 1,078
26,563   25,116 1,447
1,605   1,619 -14
98,242   99,735 -1,493
20,152   19,984 168
9,546   9,934 -388
132   137 -5
40,322   42,200 -1,878
11,489   11,833 -344
7,389   7,665 -276
47,269   49,868 -2,599
47,400   49,867 -2,467
11,453   11,791 -338
32,447   8,308 24,139
73,348   75,338 -1,990
50,000   50,000 0
21,458   41,040 -19,582
50,334   4,336 45,998
32,096   2,891 29,205
50,000   50,000 0
35,000   27,945 7,055
20,000   14,499 5,501
25,493   5,898 19,595
5,099   1,008 4,091
30,000   25,148 4,852
135,142   118,478 16,664
45,347     45,347
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       -77
b       -781
c       34
d       8
e       0
      6,176
      18,941
      7,658
      87,841
      44,097
      -162
      -6,873
      1,078
      1,447
      -14
      -1,493
      168
      -388
      -5
      -1,878
      -344
      -276
      -2,599
      -2,467
      -338
      24,139
      -1,990
      0
      -19,582
      45,998
      29,205
      0
      7,055
      5,501
      19,595
      4,091
      4,852
      16,664
      45,347
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 2 330,628
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 5,935
c All other domestic foundations enter 1.39% 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 5,935
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 5,935
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 10,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 10,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 6
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 4,059
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,059 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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     		8,113 0 0
    5262 ROLAND DRIVE
    INDIANAPOLIS,IN46228
    TONI R BADER SECRETARY/TREASURER
    5.00     		9,414 0 0
    5262 ROLAND DRIVE
    INDIANAPOLIS,IN46228
    SARA MEYER DIRECTOR
    1.00     		7,300 0 0
    233 LINCOLN BLVD
    MERRICK,NY11566
    JAIME CARMODY DIRECTOR
    1.00     		7,907 0 0
    11640 THISTLEHILL DRIVE
    LOVELAND,OH45140
    JOSHUA BADER DIRECTOR
    1.00     		6,050 0 0
    1318 W CORNELIA AVE
    CHICAGO,IL60657
    DANIELLE WARRENBURG DIRECTOR
    1.00     		6,783 0 0
    1122 E 57TH STREET
    INDIANAPOLIS,IN46220
    THOMAS J SPONSEL DIRECTOR
    1.00     		5,750 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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    7,250,495
    b
    Average of monthly cash balances.......................
    1b
    177,031
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,427,526
    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
    7,427,526
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    111,413
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,316,113
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    365,806
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    365,806
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,935
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,935
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    359,871
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    359,871
    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
    359,871
    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
    410,132
    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
    410,132
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    410,132
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 359,871
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 50,637
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 410,132
    a Applied to 2019, but not more than line 2a 50,637
    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 2020 distributable amount..... 359,495
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		376
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    THE MUSEUM OF FOOD AND DRINK (MOFAD)
    62 BAYARD ST
    BROOKLYN,NY11222     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 20,000
    THE CHILDRENS MUSEUM OF INDIANAPOLIS
    3000 NORTH MERIDIAN STREET
    INDIANAPOLIS,IN46208     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 20,000
    JEWISH FOUNDATION OF GREATER INDIANAPOLIS (JFGI)
    6705 HOOVER ROAD
    INDIANAPOLIS,IN46260     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 5,000
    FLYING KITES
    103 CENTRAL STREET SUITE G
    WELLESLEY,MA02482     		NO RELATIONSHIP PC FLYING KITES TEACHER TRAINING INSTITUTE: TRAINING FOR KENYA'S TOMORROW, TODAY. 17,822
    ART21
    231 WEST 29TH STREET
    NEW YORK,NY10001     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 15,000
    SIMON YOUTH FOUNDATION
    225 WEST WASHINGTON STREET
    INDIANAPOLIS,IN46204     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 12,000
    LOGOS SCHOOL
    400 EARHART ST
    MEDFORD,OR97501     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 5,000
    KITCHENS FOR GOOD
    404 EUCLID AVE
    SAN DIEGO,CA92114     		NO RELATIONSHIP PC KITCHENS FOR GOOD - BAKING APPRENTICESHIP PROGRAM FOR UNDERSERVED POPULATIONS (YEAR 1) 5,000
    THE EDISON INSTITUTE DBA THE HENRY FORD
    20900 OAKWOOD BOULEVARD
    DEARBORN,MI48124     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 30,000
    ALBRIGHT COLLEGE
    13TH BERN STREETS PO BOX 15234
    READING,PA196125234     		NO RELATIONSHIP PC PROMOTING A COMMITMENT TO LIFELONG LEARNING WITH A FOUNDATION IN THE LIBERAL ARTS. 1,800
    AMERICAN NATIONAL RED CROSS & CONSTITUENT
    431 18TH STREET NW
    WASHINGTON,DC20006     		NO RELATIONSHIP PC TO PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES BY MOBILIZING THE POWER OF VOLUNTEERS AND THE GENEROSITY OF DONORS. 9,978
    ARTISTS FOR HUMANITY INC
    100 WEST SECOND STREET - 2ND FLOOR
    BOSTON,MA02127     		NO RELATIONSHIP PC TO PROVIDE UNDER-RESOURCED YOUTH WITH PAID EMPLOYMENT, SKILLS ADVANCEMENT, AND MENTORSHIP IN THE ARTS. 15,000
    CAROLINA RAPTOR CENTER
    PO BOX 16443
    CHARLOTTE,NC282976443     		NO RELATIONSHIP PC ENVIRONMENTAL STEWARDSHIP, EDUCATION, RESEARCH, AND REHABILITATION OF INJURED BIRDS OF PREY. 1,800
    CAROLS KITCHEN INC
    PO BOX 364
    CALIMESA,CA92320     		NO RELATIONSHIP PC TO PREPARE AND DELIVER FREE MEALS TO LOW INCOME HOMELESS INDIVIDUALS. 8,900
    CHEF ANN FOUNDATION
    5445 CONESTOGA CT SUITE 150
    BOULDER,CO80301     		NO RELATIONSHIP PC TO PROVIDE TOOLS THAT ENABLE ALL SCHOOLS, PARENTS, ADVOCATES, STUDENTS, ADMINISTRATORS, TEACHERS, AND FOOD SERVICE STAFF TO PROGRESS FROM SERVING HIGHLY PROCESSED, UNHEALTHY FOOD TO SERVING FRESH, SCRATCH-COOKED FOOD. 9,450
    DOROT
    171 WEST 85TH STREET
    NEW YORK,NY10024     		NO RELATIONSHIP PC TO PROVIDE SUPPORT SERVICES TO OLDER ADULTS TO ALLEVIATE SOCIAL ISOLATION AND ENABLE THEM TO LIVE INDEPENDENTLY IN THE COMMUNITY, AND TO ENGAGE VOLUNTEERS OF ALL AGES IN THIS WORK. 10,000
    EAST VALLEY JEWISH COMMUNITY CENTER
    908 NORTH ALMA SCHOOL
    CHANDLER,AZ85224     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION. 4,000
    EMMAS TORCH LTD
    345 SMITH STREET
    BROOKLYN,NY11231     		NO RELATIONSHIP PC TO ALLEVIATE UNEMPLOYMENT AND POVERTY AFFECTING INDIVIDUALS IN NEW YORK, PRIMARILY REFUGEES, ASYLEES AND VICTIMS OF HUMAN TRAFFICKING, BY PREPARING THEM FOR SKILLED EMPLOYMENT IN THE CULINARY FIELD. 10,000
    GLENS FALLS AREA YOUTH CENTER INC
    90 MONTCALM ST PO BOX 469
    GLENS FALLS,NY12801     		NO RELATIONSHIP PC TO PROVIDE FREE RECREATION AND SERVICES TO DISADVANTAGED YOUTHS AGED 11-18, WITHOUT DISCRIMINATION. 1,800
    HOT BREAD KITCHEN LTD
    1590 PARK AVENUE
    NEW YORK,NY10029     		NO RELATIONSHIP PC TO DEVELOP JOB SKILLS FOR IMMIGRANT WOMEN THROUGH WORKSPACE AND MICRO-ENTERPRISE DEVELOPMENT TO HELP THEM ENTER THE WORKFORCE THUS IMPROVING THEIR PROSPECTS AND THOSE OF THEIR FAMILIES. 15,000
    INDIANAPOLIS OPERA COMPANY INC
    4011 N PENNSYLVANIA ST
    INDIANAPOLIS,IN46205     		NO RELATIONSHIP PC TO EDUCATE, INSPIRE AND ENTERTAIN THROUGH THE CREATION AND PRESENTATION OF MUSICAL STORYTELLING FOR THE HOOSIER COMMUNITY. 5,000
    JEWISH FAMILY & CHILDREN'S SERVICE OF GREATER PHILADELPHIA
    2100 ARCH STREET 5TH FLOOR
    PHILADELPHIA,PA19103     		NO RELATIONSHIP PC TO PROVIDE QUALITY SOCIAL AND COMMUNITY SERVICES ACROSS THE LIFE SPECTRUM TO ENHANCE THE LIVES OF FAMILIES, CHILDREN AND INDIVIDUALS GUIDED BY JEWISH VALUES IN THE GREATER PHILADELPHIA REGION. 10,000
    LONG ISLAND CHILDREN'S MUSEUM
    11 DAVIS AVENUE
    GARDEN CITY,NY11530     		NO RELATIONSHIP PC CONNECTING ALL OUR COMMUNITIES' CHILDREN, & THOSE WHO CARE FOR THEM, TO ONE ANOTHER & TO A LIFE OF WONDER, IMAGINATION & EXPLORATION. 10,000
    BABY GOT BACH INC
    116 PINEHURST AVE APT J-55
    NEW YORK,NY10033     		NO RELATIONSHIP PC TO PRODUCE CLASSICAL MUSIC CONCERTS FOR CHILDREN AND ADULTS. 5,000
    READING PARTNERS
    180 GRAND AVENUE NO 800
    OAKLAND,CA94612     		NO RELATIONSHIP PC THE ORGANIZATION PARTNERS WITH SCHOOLS TO PROVIDE ONE-ON-ONE LITERACY TUTORING. 17,500
    THE SAN DIEGO AIR & SPACE MUSEUM INC
    2001 PAN AMERICAN PLAZA
    SAN DIEGO,CA92101     		NO RELATIONSHIP PC TO PRESERVE SIGNIFICANT ARTIFACTS OF AIR AND SPACE HISTORY AND TECHNOLOGY. 12,266
    SAINT PETERSBURG ARTS ALLIANCE INC
    100 2ND AVENUE NORTH 150
    ST PETERSBURG,FL33701     		NO RELATIONSHIP PC TO SERVE THE ARTS AND CULTURAL COMMUNITY WHICH INCLUDES ALL ARTS DISCIPLINES, FROM FINE ARTS TO PERFORMING ARTS, AND PRODUCES VARIOUS PROGRAMS. 5,000
    THE OCEAN FOUNDATION
    1320 19TH STREET NW
    WASHINGTON,DC20036     		NO RELATIONSHIP PC TO SUPPORT, STRENGTHEN, AND PROMOTE THOSE ORGANIZATIONS DEDICATED TO REVERSING THE TREND OF DESTRUCTION OF OCEAN ENVIRONMENTS AROUND THE WORLD. 14,000
    COMMUNITY HOPE CENTER
    2198 FOUR WINDS BLVD
    KISSIMMEE,FL34746     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION. 10,000
    CONGO SQUARE THEATRE COMPANY
    1016 N DEARBORN ST
    CHICAGO,IL60610     		NO RELATIONSHIP PC PRESENTATION OF WORLD CULTURE THEATRE TO NEGLECTED COMMUNITIES. 15,000
    DOWNEAST INSTITUTE FOR APPLIED MARINE RESEARCH AND EDUCATION INC
    PO BOX 83
    BEALS ISLAND,ME04611     		NO RELATIONSHIP PC TO DEVELOP AND ENHANCE MAINE'S MARINE RESOURCES THROUGH APPLIED SCIENTIFIC RESEARCH, TECHNOLOGY TRANSFER, PUBLIC EDUCATION, AND AQUACULTURE. 8,000
    UBUNTU PATHWAYS INC
    32 BROADWAY
    NEW YORK,NY10004     		NO RELATIONSHIP PC TO PROVIDE WORLD-CLASS HEALTH AND EDUCATIONAL SUPPORT TO ORPHANED AND VULNERABLE CHILDREN OF PORT ELIZABETH, SOUTH AFRICA, ENSURING THEY CAN ACCESS HIGHER EDUCATION AND EMPLOYMENT. 15,000
    BIOSTL
    4340 DUNCAN NO 100
    ST LOUIS,MO63110     		NO RELATIONSHIP PC BIOSTL ADVANCES ST LOUIS' PROSPERITY BY CULTIVATING A THRIVING BIOSCIENCE SECTOR. TO BUILD REGIONAL CAPACITY, NUTURE A COLLABORATIVE ENVIRONMENT, AND FOCUS COMMUNITY LEADERSHIP AND RESOURCES TO CAPITALIZE ON THE UNIQUE CONVERGENCE OF ST LOUIS' CORPORATE, UNIVERSITY, AND ENTREPRENEURIAL STRENGTHS IN MEDICAL AND PLANT BIOSCIENCE. 5,500
    Total .................................bullet 3a 349,816
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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....     14 154,109  
    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 ............     		    18 330,628  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSETTLEMENT INCOME     		    14 364  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 485,101 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    485,101
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    ROBERT & TONI BADER CHARITABLE
     
    FOUNDATION INC
    EIN:
    27-4281614
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 9,250 4,625   4,625

    TY 2020 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 25,000 25,000
    CONAGRA INC 32,050 32,050
    ENTERPRISE PRODUCTS OPERATING LP 57,577 57,577
    CITIGROUP INC. 59,107 59,107
    DUKE CAPITAL CORPORATION 30,223 30,223
    GOLDMAN SACHS GROUP, INC. 26,514 26,514
    KOHLS CORPORATION 51,875 51,875
    MORGAN STANLEY 56,547 56,547
    NORFOLK SOUTHERN CORPORATION 29,785 29,785
    KLA-TENCOR CORP 56,911 56,911
    HYATT HOTELS CORPORATION NTS ISIN 25,402 25,402
    AT&T INC. NTS ISIN 28,114 28,114
    CVS HEALTH CORP 28,313 28,313

    TY 2020 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 371,532 371,532
    CISCO SYS INC COM 111,875 111,875
    DISNEY WALT COMPANY 208,357 208,357
    HOME DEPOT INC 239,058 239,058
    HONEYWELL INTERNATIONAL INCORPORATED 196,748 196,748
    JOHNSON & JOHNSON COM 212,463 212,463
    JPMORGAN CHASE & CO COM 289,084 289,084
    MICROSOFT CORP COM 311,388 311,388
    MONDELEZ INTERNATIONAL INCORPORATED 73,088 73,088
    PEPSICO INC COM 88,980 88,980
    PROCTER & GAMBLE CO COM 55,656 55,656
    UNION PAC CORP COM 203,015 203,015
    UNITEDHEALTH GROUP INC 254,243 254,243
    VERIZON COMMUNICATIONS INC COM 163,090 163,090
    CHEVRON CORPORATION NEW 116,119 116,119
    TEXAS INSTRS INCORPORATED 123,098 123,098
    CME GROUP INCORPORATED COM CLASS A 127,435 127,435
    MARATHON PETE CORPORATION 93,060 93,060
    AIR PRODUCTS 7 CHEMICALS INCORPORATED APD 81,966 81,966
    MOTOROLA SOLUTIONS INCORPORATED COM NEW 85,030 85,030
    MEDTRONIC PLC SHS 163,996 163,996
    WALMART INCORPORATED 144,150 144,150

    TY 2020 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 415,004 415,004
    EURO PAC GROWTH FD CL F-1 FMV 412,022 412,022
    JPMORGAN MID CAP VALUE FUND FMV 437,364 437,364
    HARTFORD WORLD BOND FUND FMV 136,427 136,427
    VANGUARD INTERNATIONAL VALUE FUND FMV 588,990 588,990
    WILLIAM BLAIR EMERGING MARKETS SM CAP GROWTH FUND FMV 164,089 164,089
    SMALLCAP WORLD FUND CLASS F2 - AMERICAN FUNDS N/L FMV 490,949 490,949
    INVESCO OPPENHIMER EMERGING MARKETS INNOVATORS FD CLY FMV 309,989 309,989
    JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS 1 FMV 148,890 148,890
    JP MORGAN ULTRA SHORT INCOME ETF FMV 50,790 50,790
    JPMORGAN LIMITED DURATION FUND CLASS I N/L FMV 250,233 250,233
    PIMCO INVESTMENT GRADE CREDIT BOND FD CLASS I2 N/L FMV 497,016 497,016

    TY 2020 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 1,660 2,600 2,600


    TY 2020 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 9,237 0   9,237


    TY 2020 OtherIncomeSchedule2
    Name:
    ROBERT & TONI BADER CHARITABLE
     
    FOUNDATION INC
    EIN:
    27-4281614
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SETTLEMENT INCOME 364 364 364


    TY 2020 OtherIncreasesSchedule
    Name:
    ROBERT & TONI BADER CHARITABLE
     
    FOUNDATION INC
    EIN:
    27-4281614
    Description Amount
    UNREALIZED GAINS ON INVESTMENTS 626,702


    TY 2020 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 47,061 47,061   0


    TY 2020 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 1,049 1,049   0
    INVESTMENT INCOME TAX 17,474 0   0