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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$8,912,171J 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... 187,321 187,321  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 646,046
b Gross sales price for all assets on line 6a 1,671,809
7 Capital gain net income (from Part IV, line 2)... 646,046
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........ 833,367 833,367  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 111,102 11,109   99,993
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 525 262   263
c Other professional fees (attach schedule).... Click to see attachment 56,064 56,064   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,743 2,743   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 6,984 0   6,984
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 183,418 70,178   107,240
25 Contributions, gifts, grants paid....... 284,724 384,724
26 Total expenses and disbursements. Add lines 24 and 25 468,142 70,178   491,964
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 365,225
b Net investment income (if negative, enter -0-) 763,189
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 139,369 235,722 235,722
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)....... 3,713,431 Click to see attachment4,181,528 4,181,528
c Investments—corporate bonds (attach schedule)....... 507,418 Click to see attachment437,927 437,927
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,901,763 Click to see attachment4,054,532 4,054,532
14 Land, buildings, and equipment: basis bullet60,000
Less: accumulated depreciation (attach schedule) bullet60,000      
15 Other assets (describe bullet) Click to see attachment2,600 Click to see attachment2,462 Click to see attachment2,462
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,264,581 8,912,171 8,912,171
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 228,000 128,000
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)......... 228,000 128,000
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........... 8,036,581 8,784,171
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)..... 8,036,581 8,784,171
30 Total liabilities and net assets/fund balances (see instructions). 8,264,581 8,912,171
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
8,036,581
2
Enter amount from Part I, line 27a .....................
2
365,225
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
382,365
4
Add lines 1, 2, and 3 ..........................
4
8,784,171
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
8,784,171
Form 990-PF (2021)
Form 990-PF (2021)
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 HARTFORD WORLD BOND FUND CL I N/L   2021-01-01 2021-02-25
b JPMORGAN ULTRA-SHORT INCOME EFT   2020-08-05 2021-02-25
c JPMORGAN MID CAP VALUE FUND CL L N/L   2021-01-01 2021-03-15
d BANK OF AMERICA CORPORATION MTN ISIN   2011-02-17 2021-01-05
e AMERICAN FUNDS SMALLCAP WORLD FUND CL F2   2017-05-01 2021-02-23
INVESCO EMERGING MARKETS INNOVATORS FD CL Y   2015-09-08 2021-02-25
AMERICAN FUNDS EUROPACIFIC   2021-11-08 2021-02-25
HARTFORD WORLD BOND FUND CL I N/L   2015-02-12 2021-02-25
HARTFORD WORLD BOND FUND CL I N/L   2015-02-12 2021-02-25
HONEYWELL INTERNATIONAL INCORPORATED   2012-05-16 2021-02-25
JPMORGAN CHASE & COMPANY   2011-04-07 2021-02-25
UNION PAC CORPORATION   2011-10-04 2021-02-25
JPMORGAN MID CAP VALUE FUND CL L N/L   2016-03-04 2021-03-15
JPMORGAN MID CAP VALUE FUND CL L N/L   2016-03-04 2021-03-15
JPMORGAN MID CAP VALUE FUND CL L N/L   2016-11-22 2021-03-15
JPMORGAN MID CAP VALUE FUND CL L N/L   2017-02-09 2021-03-15
JPMORGAN MID CAP VALUE FUND CL L N/L   2017-05-01 2021-03-15
JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CL I   2019-07-19 2021-05-21
APPLE INCORPORATED   2011-06-16 2021-06-09
DISNEY WALT COMPANY   2013-01-02 2021-06-09
HONEYWELL INTERNATIONAL INCORPORATED   2012-05-16 2021-06-09
JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CL I   2019-07-19 2021-06-09
MICROSOFT CORPORATION   2008-12-30 2021-06-09
TEXAS INSTRS INCORPORATED   2017-02-13 2021-06-09
HYATT HOTELS CORPORATION NTS ISIN US4   2017-12-18 2021-08-16
AMERICAN FUNDS SMALLCAP WORLD FUND CL F2   2017-05-01 2021-11-15
INVESCO EMERGING MARKETS INNOVATORS FD CL Y   2015-09-08 2021-11-24
TEXAS INSTRS INCORPORATED   2017-02-13 2021-12-16
TEXAS INSTRS INCORPORATED   2017-02-13 2021-12-29
UNION PAC CORPORATION   2011-10-04 2021-12-29
UNITEDHEALTH GROUP INCORPORATED   2014-05-23 2021-12-29
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 1,134   1,119 15
b 50,790   50,845 -55
c 36,852   31,674 5,178
d 25,000   25,000 0
e 70,000   41,675 28,325
40,000   23,332 16,668
40,000   21,309 18,691
45,945   44,792 1,153
89,348   87,937 1,411
31,303   8,308 22,995
22,969   7,143 15,826
31,467   6,048 25,419
80,747   70,453 10,294
125,925   100,000 25,925
82,610   75,000 7,610
68,534   60,000 8,534
112,551   100,000 12,551
30,000   22,423 7,577
25,440   2,349 23,091
39,809   11,490 28,319
17,091   4,154 12,937
70,000   51,643 18,357
25,488   1,927 23,561
41,985   17,002 24,983
25,000   25,000 0
100,000   54,327 45,673
50,000   32,205 17,795
43,652   17,002 26,650
57,447   22,670 34,777
18,814   3,024 15,790
37,885   5,912 31,973
134,023     134,023
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       15
b       -55
c       5,178
d       0
e       28,325
      16,668
      18,691
      1,153
      1,411
      22,995
      15,826
      25,419
      10,294
      25,925
      7,610
      8,534
      12,551
      7,577
      23,091
      28,319
      12,937
      18,357
      23,561
      24,983
      0
      45,673
      17,795
      26,650
      34,777
      15,790
      31,973
      134,023
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 2 646,046
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 10,608
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 10,608
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 10,059
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,059
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 3,451
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet3,451 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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     		17,243 0 0
    5262 ROLAND DRIVE
    INDIANAPOLIS,IN46228
    TONI R BADER SECRETARY/TREASURER
    5.00     		20,179 0 0
    5262 ROLAND DRIVE
    INDIANAPOLIS,IN46228
    SARA MEYER DIRECTOR
    1.00     		16,764 0 0
    233 LINCOLN BLVD
    MERRICK,NY11566
    JAIME CARMODY DIRECTOR
    1.00     		16,845 0 0
    11640 THISTLEHILL DRIVE
    LOVELAND,OH45140
    JOSHUA BADER DIRECTOR
    1.00     		12,862 0 0
    1318 W CORNELIA AVE
    CHICAGO,IL60657
    DANIELLE WARRENBURG DIRECTOR
    1.00     		13,609 0 0
    1122 E 57TH STREET
    INDIANAPOLIS,IN46220
    THOMAS J SPONSEL DIRECTOR
    1.00     		13,600 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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    8,582,710
    b
    Average of monthly cash balances.......................
    1b
    168,820
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,751,530
    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
    8,751,530
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    131,273
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    8,620,257
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    431,013
    Part X
    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 IX, line 6..................
    1
    431,013
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    10,608
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,608
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    420,405
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    420,405
    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 XII, line 1 ...
    7
    420,405
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 420,405
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 376
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 491,964
    a Applied to 2020, but not more than line 2a 376
    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 2021 distributable amount..... 420,405
    e Remaining amount distributed out of corpus 71,183
    5 Excess distributions carryover applied to 2021. 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 71,183
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		71,183
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 71,183
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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 CHILDRENS MUSEUM OF INDIANAPOLIS
    3000 NORTH MERIDIAN STREET
    INDIANAPOLIS,IN46208     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 20,000
    FLYING KITES
    103 CENTRAL STREET SUITE G
    WELLESLEY,MA02482     		NO RELATIONSHIP PC FLYING KITES TEACHER TRAINING INSTITUTE: TRAINING FOR KENYA'S TOMORROW, TODAY. 30,000
    SIMON YOUTH FOUNDATION
    225 WEST WASHINGTON STREET
    INDIANAPOLIS,IN46204     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 12,000
    THE EDISON INSTITUTE DBA THE HENRY FORD
    20900 OAKWOOD BOULEVARD
    DEARBORN,MI48124     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 30,000
    CAROLINA RAPTOR CENTER
    PO BOX 16443
    CHARLOTTE,NC282976443     		NO RELATIONSHIP PC ENVIRONMENTAL STEWARDSHIP, EDUCATION, RESEARCH, AND REHABILITATION OF INJURED BIRDS OF PREY. 1,300
    EAST VALLEY JEWISH COMMUNITY CENTER
    908 NORTH ALMA SCHOOL
    CHANDLER,AZ85224     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION. 10,000
    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. 7,500
    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
    READING PARTNERS
    180 GRAND AVENUE NO 800
    OAKLAND,CA94612     		NO RELATIONSHIP PC THE ORGANIZATION PARTNERS WITH SCHOOLS TO PROVIDE ONE-ON-ONE LITERACY TUTORING. 5,000
    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
    FRIENDS OF ISRAEL SCI-TECH SCHOOLS
    25 WEST 45TH STREET
    NEW YORK,NY10036     		NO RELATIONSHIP PC TO EDUCATE ABOUT AND SUPPORT SECONDARY AND ADVANCED SCIENCE AND TECHNOLOGY EDUCATION IN ISRAEL. 12,500
    LA COCINA VA
    918 S LINCOLN ST STE 2
    ARLINGTON,VA22204     		NO RELATIONSHIP PC TO USE FOOD AS AN AGENT OF SOCIAL & ECONOMIC CHANGE TO GENERATE WORKFORCE & ECONOMIC DEVELOPMENT IN MINORITY COMMUNITIES THROUGH CULINARY ARTS & JOB READINESS TRAINING, VOCATIONAL ENGLISH INSTRUCTION, LIFE SKILLS DEVELOPMENT, JOB PLACEMENT, & CULINARY & FOOD SAFETY CERTIFICATIONS. 10,000
    INDIANA BLIND CHILDREN'S FOUNDATION
    7725 NORTH COLLEGE AVENUE
    INDIANAPOLIS,IN46240     		NO RELATIONSHIP PC IBCF INVESTS IN CHILDREN WITH VISUAL IMPAIRMENTS SO EACH CHILD SUCCEEDS IN SCHOOL AND DAILY LIFE. IBCF IS A PHILANTHROPIC FOUNDATION THAT SUPPORTS THE INDIANA SCHOOL FOR THE BLIND AND VISUALLY IMPAIRED (ISBVI). 11,030
    ACADEMY FOR GLOBAL CITIZENSHIP
    4647 WEST 47TH STREET
    CHICAGO,IL60632     		NO RELATIONSHIP PC AGC IS A CHICAGO PUBLIC CHARTER SCHOOL SERVING STUDENTS FROM KINDERGARTEN THROUGH EIGHTH GRADE. 25,000
    ARLINGTON CENTER FOR THE ARTS
    20 ACADEMY STREET
    ARLINGTON,MA02476     		NO RELATIONSHIP PC EDUCATION IN AND COMMUNITY DEVELOPMENT OF THE ARTS. 6,000
    CHILDREN'S MUSEUM OF PHOENIX
    215 N 7TH STREET
    PHOENIX,AZ85034     		NO RELATIONSHIP PC TO ENGAGE THE MINDS, MUSCLES, AND IMAGINATIONS OF CHILDREN AND THE GROWN-UPS WHO CARE ABOUT THEM. 5,000
    CHILD'S PATH (FORMERLY COLLIER CHILD CARE RESOURCES INC- CCCR)
    2400 TAMIAMI TRAIL NORTH STE 300
    NAPLES,FL34112     		NO RELATIONSHIP PC CCCR'S MISSION 15 TO PROVIDE HIGH QUALITY EARLY CHILDHOOD CARE, EDUCATION AND RESOURCES TO CHILDREN, FAMILIES AND EARLY LEARNING PROFESSIONALS IN COLLIER COUNTY OUR VISION 15 TO BE THE LEADING AUTHORITY AND TRUSTED RESOURCE FOR QUALITY EARLY CHILDHOOD CARE AND EDUCATION IN COLLIER COUNTY. 10,000
    DENVER PUBLIC SCHOOLS FOUNDATION
    1860 LINCOLN ST 10TH FL
    DENVER,CO80203     		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION. 5,000
    FAIR HAVEN FOUNDATION INC
    PO BOX 441683
    INDIANAPOLIS,IN46244     		NO RELATIONSHIP PC TO PROVIDE FREE OR SUBSIDIZED HOUSING FOR LONG-TERM PATIENTS AND THEIR CAREGIVERS WHILE UNDERGOING TREATMENT AT HOSPITALS IN THE INDIANAPOLIS AREA; AND TO TRANSACT ANY AND ALL LAWFUL BUSINESS FOR WHICH NON-PROFIT CORPORATIONS MAY BE INCORPORATED. 8,000
    FJC JESUS REFUGE MISSION SOUTH AFRICA (JROMSA)
    31 WEST 34TH STREET NO 8026
    NEW YORK,NY10001     		NO RELATIONSHIP PC TO MAXIMIZE THE IMPACT OF CHARITABLE DOLLARS;CREATE INNOVATIVE AND CUSTOMIZEZD SOLUTIONS; AND TO RESPOND TO THE NEEDS OF DONORS, NFP BORROWERS AND OTHER CHARITABLE AGENCIES. 3,600
    GREATER CINCINNATI TELEVISION EDUCATIONAL FOUNDATION
    1223 CENTRAL PARKWAY
    CINCINNATI,OH45214     		NO RELATIONSHIP PC TO STRENGTHEN THE COMM UNITES WE SERVE THROUGH PROGRAMS AND SERVICES THAT INSPIRE AND INFORM, EDUCATE AND ENGAGE, FOSTERING C1T1ZENSH1P AND CULTURE, THE JOY OF LEARNING AND THE POWER OF DIVERSE PERSPECTIVES. 7,500
    INSTITUTE OF SOUTHERN JEWISH LIFE INC
    PO BOX 16528
    JACKSON,MS39236     		NO RELATIONSHIP PC THE GOLDRING/WOLDENBERG INSTITUTE OF SOUTHERN JEWISH LIFE PROMOTES JUDAISM AND OUR HERITAGE THROUGH INNOVATIVE PROGRAMS AND SHARED RESOURCES. THE INSTITUTE DELIVERS RABBINIC SERVICES, AN EDUCATION PROGRAM, AND CULTURAL EVENTS TO COMMUNITITES SEEKING NEW SOLUTIONS, OR WHERE JEWISH RESOURCES ARE LIMITED. THE INSTITUTE ALSO PROVIDES HISTORIC PRESERVATION AND COMMUNITY ENGAGEMENT THOUGHOUT THE SOUTH. 3,600
    INTERNATIONAL CENTER OF PHOTOGRAPHY
    79 ESSEX STREET
    NEW YORK,NY10002     		NO RELATIONSHIP PC THE INTERNATIONAL CENTER OF PHOTOGRAPHY IS A CENTER WHERE PHOTOGRAPHS ARE COLLECTED, PROTECTED, RESEARCHED, AND EXHIBITED; A PLACE WHERE STUDENTS OF ALL AGES AND ACCOMPLISHMENTS LEARN TO MAKE IMAGES AND ARE CHALLENGED BY TECHNICAL AND AESTHETIC LESSONS. ICP PROVIDES A FORUM FOR THE EXCHANGE OF IDEAS AND FOR THE USE OF PHOTOGRAPHY AS A MEDIUM FOR REVEALING THE HUMAN CONDITION. 10,000
    LA PLAZA DE ENCUENTRO GATHERING PLACE
    714 4TH STREET SW
    ALBUQUERQUE,NM871024137     		NO RELATIONSHIP PC TO PROVIDE EDUCATIONAL PROGRAMS, SERVICES, RESOURCES AND INFORMATION, AND LEADERSHIP DEVELOPMENT TO LOW INCOME LATINOS IN NEW MEXICO. 10,000
    MIGHTY WRITERS
    1501 CHRISTIAN STREET
    PHILADELPHIA,PA191462212     		NO RELATIONSHIP PC TO EMPOWER KIDS TO BE SUCCESSFUL AT WORK, HOME, AND LIFE THROUGH WRITING WITH CLARITY. 7,500
    PROTECT THE ADIRONDACKS
    PO BOX 48
    NORTH CREEK,NY12853     		NO RELATIONSHIP PC PROTECT IS A GRASSROOTS, MEMBERSHIP ORGANIZATION DEDICATED TO THE PROTECTION, STEWARDSHIP AND SUSTAINABILITY OF THE NATURAL ENVIRONMENT AND HUMAN COMMUNITIES OF THE ADIRONDACK PARK AND THE NEW YORK STATE FOREST PRESERVE FOR CURRENT AND FUTURE GENERATIONS. 12,000
    RARITAN HEADWATERS ASSOCIATION
    PO BOX 273
    GLADSTONE,NJ07934     		NO RELATIONSHIP PC TO PRESERVE AND PROTECT THE HEADWATERS REGION OF THE RARITAN RIVER BASIN. 8,094
    SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE
    331 GREAT CIRCLE ROAD
    NASHVILLE,TN37228     		NO RELATIONSHIP PC TO FEED HUNGRY PEOPLE AND WORK TO SOLVE HUNGER ISSUES IN OUR COMMUNITY. 11,000
    TANZANIAN CHILDREN'S FUND
    2 GARDEN STREET
    CAMBRIDGE,MA02138     		NO RELATIONSHIP PC THE TANZANIAN CHILDREN'S FUND PROVIDES SUPPORT FOR THE RIFT VALLEY CHILDREN'S VILLAGE WHICH PROVIDES A PERMANENT HOME FOR 97 CHILDREN IN THE KARATU DISTRICT OF TANZANIA, AS WELL AS ADDITIONAL COMMUNITYBASED PROGRAMS TO IMPROVE THE LIVES OF CHILDREN AND THEIR FAMILIES. 25,000
    THE STATE COLLEGE OF FLORIDA FOUNDATION INC
    2840 26TH STREET WEST
    BRADENTON,FL342073522     		NO RELATIONSHIP PC TO RAISE AND MANAGE FUNDS TO ADVANCE THE COLLEGE'S PRIORITIES. 10,000
    WESTMINSTER NEIGHBORHOOD SERVICES INC
    PO BOX 11465
    INDIANAPOLIS,IN46201     		NO RELATIONSHIP PC WESTMINSTER NEIGHBORHOOD SERVICES INC PROVIDES BASIC HUMAN NECESSITIES AND EDUCATIONAL OPPORTUNITIES TO SUPPORT AND EMPOWER AT RISK CHILDREN AND FAMILIES ON THE NEAR EASTSIDE OF INDIANAPOLIS. 10,100
    LITERACY INC
    5030 BROADWAY NO 641
    NEW YORK,NY10034     		NO RELATIONSHIP PC TO ENGAGE FAMILIES AND COMMUNITIES TO SUPPORT YOUNG READERS IN HIGH NEED AREAS. 10,000
    Total .................................bullet 3a 384,724
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 ............     		    18 646,046  
    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) .. 0 833,367 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    833,367
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    ROBERT & TONI BADER CHARITABLE
     
    FOUNDATION INC
    EIN:
    27-4281614
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 525 262   263

    TY 2021 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
    CONAGRA INC 30,572 30,572
    ENTERPRISE PRODUCTS OPERATING LP 54,539 54,539
    CITIGROUP INC. 55,785 55,785
    DUKE CAPITAL CORPORATION 31,415 31,415
    GOLDMAN SACHS GROUP, INC. 25,424 25,424
    KOHLS CORPORATION 50,570 50,570
    MORGAN STANLEY 53,640 53,640
    NORFOLK SOUTHERN CORPORATION 28,166 28,166
    KLA-TENCOR CORP 54,218 54,218
    AT&T INC. NTS ISIN 26,720 26,720
    CVS HEALTH CORP 26,878 26,878

    TY 2021 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 91,275 91,275
    CISCO SYS INC COM 158,425 158,425
    DISNEY WALT COMPANY 143,273 143,273
    HOME DEPOT INC 373,509 373,509
    HONEYWELL INTERNATIONAL INCORPORATED 145,957 145,957
    JOHNSON & JOHNSON COM 230,945 230,945
    JPMORGAN CHASE & CO COM 336,494 336,494
    MICROSOFT CORP COM 437,216 437,216
    MONDELEZ INTERNATIONAL INCORPORATED 82,888 82,888
    PEPSICO INC COM 104,226 104,226
    PROCTER & GAMBLE CO COM 65,432 65,432
    UNION PAC CORP COM 188,948 188,948
    UNITEDHEALTH GROUP INC 326,391 326,391
    VERIZON COMMUNICATIONS INC COM 144,241 144,241
    CHEVRON CORPORATION NEW 161,356 161,356
    CME GROUP INCORPORATED COM CLASS A 159,922 159,922
    MARATHON PETE CORPORATION 143,978 143,978
    AIR PRODUCTS & CHEMICALS INCORPORATED APD 461,682 461,682
    MOTOROLA SOLUTIONS INCORPORATED COM NEW 135,850 135,850
    MEDTRONIC PLC SHS 144,830 144,830
    WALMART INCORPORATED 144,690 144,690

    TY 2021 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 444,193 444,193
    AMERICAN FUNDS EURO PAC GROWTH FD CL F-1 FMV 383,254 383,254
    VANGUARD INTERNATIONAL VALUE FUND FMV 635,951 635,951
    WILLIAM BLAIR EMERGING MARKETS SM CAP GROWTH FUND FMV 189,540 189,540
    SMALLCAP WORLD FUND CLASS F2 - AMERICAN FUNDS N/L FMV 376,185 376,185
    INVESCO OPPENHIMER EMERGING MARKETS INNOVATORS FD CLY FMV 191,570 191,570
    JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS 1 FMV 634,346 634,346
    JPMORGAN LIMITED DURATION FUND CLASS I N/L FMV 249,623 249,623
    PIMCO INVESTMENT GRADE CREDIT BOND FD CLASS I2 N/L FMV 747,071 747,071
    JPMORGAN GLOBAL BOND OPPORTUNITIES FD CL I FMV 202,799 202,799

    TY 2021 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 2,600 2,462 2,462


    TY 2021 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 6,984 0   6,984


    TY 2021 OtherIncreasesSchedule
    Name:
    ROBERT & TONI BADER CHARITABLE
     
    FOUNDATION INC
    EIN:
    27-4281614
    Description Amount
    UNREALIZED GAINS ON INVESTMENTS 382,365


    TY 2021 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 56,064 56,064   0


    TY 2021 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 2,743 2,743   0
    INVESTMENT INCOME TAX 6,000 0   0