Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,875,228J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 202,017 202,017  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 241,714
b Gross sales price for all assets on line 6a 1,213,684
7 Capital gain net income (from Part IV, line 2)... 241,714
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........ 443,731 443,731  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 107,606 10,758   96,848
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
List of Attached Documents:
// Content
676 338   338
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
48,999 48,999   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,023 3,023   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
List of Attached Documents:
// Content
14,211 100   14,111
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 174,515 63,218   111,297
25 Contributions, gifts, grants paid....... 474,861 336,929
26 Total expenses and disbursements. Add lines 24 and 25 649,376 63,218   448,226
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -205,645
b Net investment income (if negative, enter -0-) 380,513
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 115,761 243,098 243,098
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 3,712,252 Click to see attachment
List of Attached Documents:
// Content
3,912,464 		3,912,464
c Investments—corporate bonds (attach schedule)....... 838,855 Click to see attachment
List of Attached Documents:
// Content
1,020,116 		1,020,116
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,651,418 Click to see attachment
List of Attached Documents:
// Content
2,697,357 		2,697,357
14 Land, buildings, and equipment: basis right arrow60,000
Less: accumulated depreciation (attach schedule) right arrow60,000      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,169 		Click to see attachment
List of Attached Documents:
// Content
2,193 		Click to see attachment
List of Attached Documents:
// Content
2,193
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,320,455 7,875,228 7,875,228
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 82,500 220,432
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 82,500 220,432
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 7,237,955 7,654,796
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 7,237,955 7,654,796
30 Total liabilities and net assets/fund balances (see instructions). 7,320,455 7,875,228
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
7,237,955
2
Enter amount from Part I, line 27a .....................
2
-205,645
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
622,486
4
Add lines 1, 2, and 3 ..........................
4
7,654,796
5
Decreases not included in line 2 (itemize) right arrow
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
7,654,796
Form 990-PF (2023)
Form 990-PF (2023)
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 APPLE INC   2022-08-17 2023-01-13
b THE BOEING COMPANY   2022-08-22 2023-05-01
c LOWES COMPANIES INC   2022-10-03 2023-09-15
d SCHLUMBERGER INVESTMENT SANTS   2023-01-13 2023-12-01
e BB&T CORPORATION MTN   2023-05-09 2023-12-06
PIMCO INVESTMENT GRADE CREDIT   2020-03-25 2023-01-05
PIMCO INVESTMENT GRADE CREDIT   2020-03-25 2023-01-20
VANGUARD INTERNATIONAL VALUE FUND   2016-11-07 2023-01-24
KOHLS CORPORATIONS   2012-12-05 2023-02-01
APPLE INCORPORATED   2011-06-16 2023-04-24
MICROSOFT INCORPORATION   2008-12-30 2023-04-24
PIMCO INVESTMENT GRADE CREDIT   2020-03-25 2023-05-08
PIMCO INVESTMENT GRADE CREDIT   2020-03-26 2023-05-08
PIMCO INVESTMENT GRADE CREDIT   2020-03-26 2023-05-09
JP MORGAN GLOBAL BOND OPPORTUNITIES   2021-02-25 2023-05-11
AMERICAN FUNDS SMALL CAP WORLD FUND   2017-05-01 2023-06-22
VANGUARD INTERNATIONAL VALUE FUND   2016-11-07 2023-06-22
WILLIAM BLAIR EMERGING MARKETS SMALL CAP   2015-09-02 2023-06-22
UNION PAC CORPORATION   2011-10-04 2023-07-10
UNITEDHEALTH GROUP INCORPORATED   2014-05-23 2023-07-21
MARATHON PETE CORPORATION   2018-10-01 2023-08-10
KENVUE INCORPORATED   2011-10-04 2023-08-28
PIMCO INVESTMENT GRADE CREDIT   2020-03-26 2023-09-29
KENVUE INCORPORATED   2011-10-04 2023-10-06
PIMCO INVESTMENT GRADE CREDIT   2011-10-04 2023-10-06
PIMCO INVESTMENT GRADE CREDIT   2020-03-26 2023-10-06
PIMCO INVESTMENT GRADE CREDIT   2020-06-03 2023-10-06
DFA U.S. TARGETED VALUE PORT INSTL   2022-08-17 2023-10-11
MONDELEZ INTERNATIONAL INCORPORATED   2016-12-06 2023-10-26
AMERICAN FUNDS EUROPACIFIC GROWTH FUND   2016-12-06 2023-12-20
VANGUARD INTERNATIONAL VALUE FUND   2016-11-07 2023-12-22
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   50,000 0
b 100,000   100,000 0
c 100,000   100,000 0
d 50,000   50,000 0
e 50,000   50,000 0
20,000   22,569 -2,569
40,000   44,027 -4,027
30,000   24,463 5,537
50,000   50,000 0
82,024   5,872 76,152
42,498   2,891 39,607
7,755   8,642 -887
32,245   36,554 -4,309
30,000   34,048 -4,048
50,000   55,073 -5,073
25,000   20,353 4,647
25,000   20,044 4,956
25,000   21,134 3,866
30,545   6,048 24,497
50,891   7,882 43,009
36,787   20,520 16,267
14   5 9
30,000   35,665 -5,665
12,701   4,965 7,736
1,861   2,379 -518
15,477   18,734 -3,257
22,662   29,540 -6,878
30,000   31,848 -1,848
82,362   50,743 31,619
30,000   27,782 2,218
50,000   40,189 9,811
10,862     10,862
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       0
b       0
c       0
d       0
e       0
      -2,569
      -4,027
      5,537
      0
      76,152
      39,607
      -887
      -4,309
      -4,048
      -5,073
      4,647
      4,956
      3,866
      24,497
      43,009
      16,267
      9
      -5,665
      7,736
      -518
      -3,257
      -6,878
      -1,848
      31,619
      2,218
      9,811
      10,862
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 2 241,714
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
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 right arrow 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) 1 5,289
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 5,289
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 5,289
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,062
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,062
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.......right arrow 9 227
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowIN
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowSPONSEL CPA GROUP LLC Telephone no.right arrow (317) 608-6699

Located atright arrow251 N ILLINOIS STREET SUITE 450INDIANAPOLISIN ZIP+4right arrow46204
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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 		16,230 0 0
5262 ROLAND DRIVE
INDIANAPOLIS,IN46228
TONI R BADER SECRETARY/TREASURER
5.00 		20,212 0 0
5262 ROLAND DRIVE
INDIANAPOLIS,IN46228
SARA MEYER DIRECTOR
1.00 		16,775 0 0
233 LINCOLN BLVD
MERRICK,NY11566
JAIME CARMODY DIRECTOR
1.00 		16,495 0 0
11640 THISTLEHILL DRIVE
LOVELAND,OH45140
JOSHUA BADER DIRECTOR
1.00 		11,775 0 0
1318 W CORNELIA AVE
CHICAGO,IL60657
DANIELLE WARRENBURG DIRECTOR
1.00 		13,344 0 0
1122 E 57TH STREET
INDIANAPOLIS,IN46220
THOMAS J SPONSEL DIRECTOR
1.00 		12,775 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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
7,424,775
b
Average of monthly cash balances.......................
1b
183,900
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,608,675
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
7,608,675
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
114,130
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,494,545
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
374,727
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
374,727
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,289
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,289
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
369,438
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
369,438
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
369,438
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
448,226
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
448,226
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 369,438
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 71,183
e From 2022...... 158,649
f Total of lines 3a through e ........ 229,832
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 448,226
a Applied to 2022, but not more than line 2a 0
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 2023 distributable amount..... 369,438
e Remaining amount distributed out of corpus 78,788
5 Excess distributions carryover applied to 2023. 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 5 308,620
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		308,620
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 71,183
d Excess from 2022.... 158,649
e Excess from 2023.... 78,788
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

AMERICAN ALLIANCE OF MUSEUMS

2451 CRYSTAL DRIVE 1005
ARLINGTON,VA22202 		NO RELATIONSHIP PC CHAMPION EQUITABLE AND IMPACTFUL MUSEUMS BY CONNECTING PEOPLE, FOSTERING LEARNING AND COMMUNITY, AND NURTURING MUSEUM EXCELLENCE. 5,600

FLYING KITES

25 DORCHESTER AVENUE PO BOX 52326
BOSTON,MA02205 		NO RELATIONSHIP PC FLYING KITES TEACHER TRAINING INSTITUTE: TRAINING FOR KENYA'S TOMORROW, TODAY. 26,700

INDIANA HISTORICAL SOCIETY

450 WEST OHIO STREET
INDIANAPOLIS,IN46202 		NO RELATIONSHIP PC SINCE 1830, THE INDIANA HISTORICAL SOCIETY HAS BEEN INDIANA'S STORYTELLER, CONNECTING PEOPLE TO THE PAST BY COLLECTING, PRESERVING AND SHARING THE STATE'S HISTORY. A PRIVATE, NONPROFIT MEMBERSHIPORGANIZATION, IHS MAINTAINS THE NATION'S PREMIER RESEARCH LIBRARY AND ARCHIVES ON THE HISTORY OFINDIANA AND THE OLD NORTHWEST AND PRESENTS A UNIQUE SET OF VISITOR EXPERIENCES CALLED THE INDIANA EXPERIENCE. IHS ALSO PROVIDES SUPPORT AND ASSISTANCE TO LOCAL MUSEUMS AND HISTORICAL GROUPSPUBLISHES BOOKS AND PERIODICALS SPONSORS TEACHER WORKSHOPS PRODUCES AND HOSTS ART EXHIBITIONS, MUSEUM THEATER AND OUTSIDE PERFORMANCE GROUPS AND PROVIDES YOUTH, ADULT AND FAMILY PROGRAMS. IHS IS A SMITHSONIAN AFFILIATE AND A MEMBER OF THE INTERNATIONAL COALITION OF SITES OF CONSCIENCE. 12,500

INDIANAPOLIS SHAKESPEARE COMPANY INC

2727 E 55TH STREET 55396
INDIANAPOLIS,IN46205 		NO RELATIONSHIP PC TO SHARE THE JOY OF LIVE PROFESSIONAL THEATRE WITH ALL; TO BUILD COMMUNITY WITH INDY'S NEAR NORTHWEST AND BEYOND. 56,500

INTREPID MUSEUM FOUNDATION INC DBA INTREPID SEA-AIR-SPACE MUSEUM

WEST 46TH ST 12TH AVE
NEW YORK,NY10036 		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION. 10,000

RALEIGH-CARY JEWISH FEDERATION INC

8210 CREEDMOOR ROAD STE 104
RALEIGH,NC27613 		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION. 5,000

KIDS DANCE OUTREACH INC

456 N MERIDIAN ST STE 44801
INDIANAPOLIS,IN46244 		NO RELATIONSHIP PC TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN THROUGH JOYFUL DANCE PROGRAMS THAT INSPIRE EXCELLENCE, INSTILL CONFIDENCE, ENOURAGE TEAMWORK, AND APPLAUD PERSISTENCE. SINCE ITS ESTABLISHMENT IN 2012, KDO HAS SHARED ITS HIGH-LEVEL DANCE PROGRAMS WITH THOUSANDS EACH YEAR THROUGH COMMUNITY PARTNERSHIPS AROUND INDIANAPOLIS. 30,000

THE DOE FUND INC

345 E 102ND ST STE 305
NEW YORK,NY10029 		NO RELATIONSHIP PC TO GIVE VETERANS, LOW-INCOME INDIVIDUALS AND FAMILIES, PEOPLE STRUGGLING WITH SUBSTANCE ABUSE ISSUES, HIV/AIDS, MENTAL ILLNESS AND PHYSICAL DISABILITIES ACCESS TO STATE OF THE ART, SAFE HOMES WITH ON-SITE SOCIAL SERVICES. 10,000

AURORA WALDORF SCHOOL

525 WEST FALLS ROAD
WEST FALLS,NY14170 		NO RELATIONSHIP PC TO PROVIDE A STRONG ACADEMIC CURRICULUM, HEAVILY ENRICHED BY ARTS, MUSIC, LANGUAGES, AND PRACTICAL ACTIVITIES FOR CHILDREN THROUGH THE EIGHTH GRADE, ACCORDING TO THE EDUCATION MODEL DEVELOPED BY THE ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA. 1,800

BIG SUR LAND TRUST

509 HARTNELL STREET
MONTEREY,CA93940 		NO RELATIONSHIP PC TO INSPIRE LOVE OF LAND ACROSS GENERATIONS, CONSERVATION OF OUR UNIQUE MONTEREY COUNTY LANDSCAPES, AND ACCESS TO OUTDOOR EXPERIENCES FOR ALL. 15,000

CHILDREN'S MUSEUM OF PHOENIX

215 N 7TH STREET
PHOENIX,AZ85034 		NO RELATIONSHIP PC TO FOSTER THE JOY OF LEARNING THROUGH PLAY WITH A MISSION TO ENGAGE MINDS, MUSCLES, AND IMAGINATIONS OF CHILDREN AND THE GROWN-UPS WHO CARE ABOUT THEM. 15,000

CIRCLE CITY PREPARATORY INC

4002 N FRANKLIN RD
INDIANAPOLIS,IN46226 		NO RELATIONSHIP PC TO ENSURE ALL K-8 STUDENTS ARE AMBITIOUS, POWERFUL LEARNERS AND RESPONSIBLE, POSITIVE LEADERS ON A PATH TO COLLEGE AND A LIFE OF OPPORTUNITY. 10,000

DC VOLUNTEER LAWYERS PROJECT

5335 WISCONSIN AVENUE NW 440
WASHINGTON,DC20015 		NO RELATIONSHIP PC TO PROVIDE HIGH-QUALITY, FREE LEGAL SERVICES TO VULNERABLE LOW-INCOME INDIVIDUALS IN DC. 1,800

EAST VALLEY JEWISH COMMUNITY CENTER

908 NORTH ALMA SCHOOL
CHANDLER,AZ85224 		NO RELATIONSHIP PC TO PROMOTE AND STRENGTHEN JEWISH VALUES AND IDENTITY BY MEETING THE NEEDS OF INDIVIDUALS AND FAMILIES OF ALL RACES, RELIGIONS AND CULTURES. 10,000

FOODWISE COMMUNITY

ONE FERRY BUILDING STE 50
SAN FRANCISCO,CA94111 		NO RELATIONSHIP PC TO GROW THRIVING COMMUNITIES THROUGH THE POWER AND JOY OF LOCAL FOOD. 5,500

FUNDAMENTAL NEEDS

14881 COUNTY RD 26
DOLORES,CO81323 		NO RELATIONSHIP PC TO WORK WITH UNDERPRIVILEGED COMMUNITIES IN THE UNITED STATES TO ALLEVIATE THE SUFFERING CAUSED BY INADEQUATE ACCESS TO ELECTRICITY, EDUCATION, CLEAN DRINKING WATER, A HEAT SOURCE, AND A PROPER FOOD SOURCE. 5,000

GIGI'S PLAYHOUSE

2350 W HIGGINS RD
HOFFMAN ESTATES,IL60169 		NO RELATIONSHIP PC TO CHANGE THE WAY THE WORLD VIEWS DOWN SYNDROME AND SEND A GLOBAL MESSAGE OF ACCEPTANCE FOR ALL. 3,600

GREATER CINCINNATI TELEVISION EDUCATIONAL FOUNDATION

1223 CENTRAL PARKWAY
CINCINNATI,OH45214 		NO RELATIONSHIP PC TO STRENGTHEN THE COMMUNITIES WE SERVE THROUGH PROGRAMS AND SERVICES THAT INSPIRE AND INFORM, EDUCATE AND ENGAGE, FOSTERING CITIZENSHIP AND CULTURE, THE JOY OF LEARNING AND THE POWER OF DIVERSE PERSPECTIVES. 7,500

HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS INC

9603 WOODS DRIVE
SKOKIE,IL60077 		NO RELATIONSHIP PC TO RECORD, REMEMBER, AND EDUCATE THE PUBLIC ABOUT THE HOLOCAUST AND HOW IT RELATES TO CURRENT ISSUES. 3,600

MAASAI WATER PROJECT DBA HUMANCULTURE

355 ALHAMBRA CIRCLE STE 900
MIAMI,FL33134 		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION. 10,000

INSTITUTE OF SOUTHERN JEWISH LIFE INC

PO BOX 16528
JACKSON,MS39236 		NO RELATIONSHIP PC TO SUPPORT, CONNECT, AND CELEBRATE JEWISH LIFE IN THE SOUTH. 3,600

INTERNATIONAL CENTER OF PHOTOGRAPHY

79 ESSEX STREET
NEW YORK,NY10002 		NO RELATIONSHIP PC TO SUPPORT 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. 2,500

JEWISH RELIEF AGENCY

226 SUSSEX AVENUE
MORRISTOWN,NJ07960 		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION. 3,600

JQY

1460 BROADWAY
NEW YORK,NY10036 		NO RELATIONSHIP PC TO SUPPORT AND EMPOWER LGBTQ YOUTH IN THE JEWISH COMMUNITY. 3,600

LIFELAB KIDS FOUNDATION

3178 HILTON RD
FERNDALE,MI48220 		NO RELATIONSHIP PC TO HELP STUDENTS OF ALL ABILITIES TO DISCOVER AND EXPLORE THEIR UNIQUE, TRUE POTENTIAL THROUGH A BLEND OF EVIDENCE-BASED INTERVENTIONS, THERAPEUTIC ACTIVITIES, AND INNOVATIVE TECHNOLOGIES. 15,000

LITERACY INC

5030 BROADWAY 641
NEW YORK,NY10034 		NO RELATIONSHIP PC TO EQUIP CHILDREN WITH FOUNDATIONAL LITERACY SKILLS BY EMPOWERING FAMILIES AND COMMUNITIES. 7,500

LONG ISLAND CHILDRREN'S MUSEUM

11 DAVIS AVENUE
GARDEN CITY,NY11530 		NO RELATIONSHIP PC CONNECTING OUR COMMUNITIES' CHILDREN TO A LIFE OF WONDER, IMAGINATION & EXPLORATION. 9,200

LYMPHANGIOMATOSIS & GORHAM'S DISEASE ALLIANCE INC

7901 4TH STREET NORTH
SAINT PETERSBURG,FL33702 		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION. 4,900

NSABP FOUNDATION INC

2 ALLEGHENY CENTER 1200
PITTSBURGH,PA15212 		NO RELATIONSHIP PC RESEARCH TO IMPROVE SURVIVAL & QUALITY OF LIFE OF PATIENTS WITH BREAST & COLORECTAL CANCER. 5,400

READING ALLOWED

275 S 19TH ST 600
PHILADELPHIA,PA19103 		NO RELATIONSHIP PC TO PROVIDE SPECIALIZED, STRUCTURED LITERACY TUTORING TO CHILDREN AND ADULTS IN THE PHILADELPHIA AREA WHO STRUGGLE TO READ, WRITE AND SPELL AND WHO DO NOT HAVE THE MEANS TO ACCESS HIGH QUALITY TUTORING. 10,000

READING PARTNERS

638 THIRD STREET
OAKLAND,CA94607 		NO RELATIONSHIP PC TO PARTNER WITH SCHOOLS TO PROVIDE ONEONONE LITERACY TUTORING. 10,000

THE ART BASE

PO BOX 4300
BASALT,CO81621 		NO RELATIONSHIP PC TO FOSTER CREATIVE EXPRESSION IN THE VISUAL ARTS FOR ALL AGES AND ABILITIES, THROUGH EDUCATION, EXHIBITIONS, AND PROVIDING OPPORTUNITIES TO ARTISTS AND ARTISANS. 1,880

THE LANGUAGE CONSERVANCY

2620 N WALNUT ST 810
BLOOMINGTON,IN47404 		NO RELATIONSHIP PC TO PRESERVE THE MAXIMUM NUMBER OF ENDANGERED LANGUAGES IN THE AMERICAS AND THE WORLD. 10,049

TORAH ACADEMY INC

11 WILLISTON RD
BROOKLINE,MA02445 		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION. 1,000

TUCSON JEWISH COMMUNITY CENTER

3800 E RIVER ROAD
TUCSON,AZ85718 		NO RELATIONSHIP PC TO CULTIVATE AND ENRICH JEWISH IDENTITY, ENSURE JEWISH CONTINUITY, FOSTER WELLNESS, AND BROADEN COMMUNAL HARMONY. 3,600
Total .................................right arrow 3a 336,929
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 202,017  
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 ............ 		    18 241,714  
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) .. 0 443,731 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
443,731
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
ROBERT & TONI BADER CHARITABLE
 
FOUNDATION INC
EIN:
27-4281614
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 676 338   338

TY 2023 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
GOLDMAN SACHS GROUP 39,881 39,881
PNC FINANCIAL SERVICES 59,651 59,651
CONAGRA INC 26,379 26,379
BANK OF AMERICA CORPORATION 49,091 49,091
BROADCAM CORPORATION 58,555 58,555
ENTERPRISE PRODUCTS OPERATING LP 49,184 49,184
CITIGROUP INC. 48,851 48,851
CITIGROUP INC. NTS 49,353 49,353
CVS HEALTH CORP 24,567 24,567
SUNTRUST BANK MTN 58,972 58,972
U.S. BANCORP MTN 57,497 57,497
MORGAN STANLEY 49,542 49,542
KLA-TENCOR CORP 49,702 49,702
NORFOLK SOUTHERN CORPORATION 25,174 25,174
MARRIOTT INTERNATIONAL INC. 49,795 49,795
BB&T CORPORATION 28,052 28,052
U.S. BANCORP 27,150 27,150
FORTUNE BRANDS HOME & SECURITY INC. 46,207 46,207
DICK'S SPORTING GOODS 42,594 42,594
DUKE CAPITAL CORPORATION 26,032 26,032
AEP TEXAS INC 50,762 50,762
WALGREENS BOOTS ALLIANCE 44,441 44,441
ORACLE CORPORATIONS 58,684 58,684

TY 2023 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
AIR PRODUCTS & CHEMICALS INCORPORATED APD 82,140 82,140
APPLE INC COM 404,312 404,312
CHEVRON CORPORATION NEW 178,992 178,992
CME GROUP INCORPORATED COM CLASS A 147,420 147,420
CISCO SYS INC COM 75,780 75,780
DISNEY WALT COMPANY 83,518 83,518
HOME DEPOT INC 311,895 311,895
HONEYWELL INTERNATIONAL INCORPORATED 146,797 146,797
JOHNSON & JOHNSON COM 198,903 198,903
JPMORGAN CHASE & CO COM 361,463 361,463
MARATHON PETE CORPORATION 296,720 296,720
MICROSOFT CORP COM 432,446 432,446
MOTOROLA SOLUTIONS INCORPORATED COM NEW 156,545 156,545
PEPSICO INC COM 101,904 101,904
PROCTER & GAMBLE CO COM 58,616 58,616
TRUIST FINL CORPORATION 36,920 36,920
UNION PAC CORP COM 147,372 147,372
UNITEDHEALTH GROUP INC 289,559 289,559
VERIZON COMMUNICATIONS INC COM 128,180 128,180
WALMART INCORPORATED 157,650 157,650
MEDTRONIC PLC SHS 115,332 115,332

TY 2023 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
DFA EMERGING MARKETS VALUE PORT FMV 187,296 187,296
DFA U.S. TARGETED VALUE PORT FMV 538,464 538,464
AMERICAN FUNDS EURO PAC GROWTH FD CL F-1 FMV 314,767 314,767
JPMORGAN GLOBAL BOND OPPORTUNITIES FD CL I FMV 121,819 121,819
PIMCO INVESTMENT GRADE CREDIT BOND FD CLASS I2 N/L FMV 466,667 466,667
AMERICAN FUNDS SMALLCAP WORLD FUND CL F2 FMV 308,674 308,674
VANGUARD INTERNATIONAL VALUE FUND FMV 620,012 620,012
WILLIAM BLAIR EMERGING MARKETS SM CAP GROWTH FUND FMV 139,658 139,658

TY 2023 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 2,169 2,193 2,193


TY 2023 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 13,211 0   13,211
DUES AND SUBSCRIPTIONS 1,000 100   900


TY 2023 OtherIncreasesSchedule
Name:
ROBERT & TONI BADER CHARITABLE
 
FOUNDATION INC
EIN:
27-4281614
Description Amount
UNREALIZED LOSSES ON INVESTMENTS 619,451
PRIOR PERIOD ADJUSTMENT 3,035


TY 2023 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 48,999 48,999   0


TY 2023 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 3,023 3,023   0