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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$8,165,819J 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... 220,587 218,933  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 269,980
b Gross sales price for all assets on line 6a 2,233,057
7 Capital gain net income (from Part IV, line 2)... 269,980
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........ 490,567 488,913  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 113,000 11,299   101,701
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
15,566 7,783   7,783
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
52,993 52,993   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,201 3,974   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
15,365 100   15,265
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 204,125 76,149   124,749
25 Contributions, gifts, grants paid....... 281,004 340,705
26 Total expenses and disbursements. Add lines 24 and 25 485,129 76,149   465,454
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,438
b Net investment income (if negative, enter -0-) 412,764
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 243,098 236,292 236,292
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)....... 3,912,464 Click to see attachment
List of Attached Documents:
// Content
3,899,752 		3,899,752
c Investments—corporate bonds (attach schedule)....... 1,020,116 Click to see attachment
List of Attached Documents:
// Content
1,071,164 		1,071,164
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).......... 2,697,357 Click to see attachment
List of Attached Documents:
// Content
2,956,439 		2,956,439
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
2,193 		Click to see attachment
List of Attached Documents:
// Content
2,172 		Click to see attachment
List of Attached Documents:
// Content
2,172
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,875,228 8,165,819 8,165,819
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 220,432 160,731
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)......... 220,432 160,731
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........... 7,654,796 8,005,088
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)..... 7,654,796 8,005,088
30 Total liabilities and net assets/fund balances (see instructions). 7,875,228 8,165,819
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
7,654,796
2
Enter amount from Part I, line 27a .....................
2
5,438
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
344,854
4
Add lines 1, 2, and 3 ..........................
4
8,005,088
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
8,005,088
Form 990-PF (2024)
Form 990-PF (2024)
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 GOLDMAN SACHS GROUP, INC.   2023-06-22 2024-03-04
b ISHARES TR IBOXX HI YD ETF   2024-09-06 2024-12-10
c JPMORGAN ULTRA-SHORT INCOME ETF   2024-10-03 2024-12-04
d JPMORGAN ULTRA-SHORT INCOME ETF   2024-10-03 2024-12-18
e PNC FINANCIAL SERVICES GROUP   2023-10-27 2024-04-29
PIMCO INVESTMENT GRADE CREDIT   2023-10-27 2024-12-17
APPLE INC   2011-06-16 2024-02-27
DFA U.S. TARGETED VALUE PORT INSTL   2022-08-17 2024-12-05
DISNEY WALT COMPANY   2013-01-02 2024-04-02
DISNEY WALT COMPANY   2013-01-02 2024-09-13
AMERICAN FUNDS EUROPACIFIC GROWTH FUND   2013-01-02 2024-04-04
AMERICAN FUNDS EUROPACIFIC GROWTH FUND   2013-01-02 2024-06-14
AMERICAN FUNDS EUROPACIFIC GROWTH FUND   2013-01-02 2024-08-15
JPMORGAN GLOBAL BOND OPPORTUNITIES   2021-02-25 2024-04-02
JPMORGAN GLOBAL BOND OPPORTUNITIES   2021-02-25 2024-08-07
JOHNSON & JOHNSON   2011-10-04 2024-04-04
KLA-TENCOR CORP   2013-01-02 2024-11-01
MARATHON PETE CORPORATION   2013-01-02 2024-12-05
MORGAN STANLEY   2012-12-05 2024-09-13
PEPSICO INCORPORATED   2011-10-04 2024-04-02
PEPSICO INCORPORATED   2011-10-04 2024-09-13
PEPSICO INCORPORATED   2011-10-04 2024-09-20
PIMCO INVESTMENT GRADE CREDIT   2011-10-04 2024-08-13
PIMCO INVESTMENT GRADE CREDIT   2001-10-04 2024-09-06
PIMCO INVESTMENT GRADE CREDIT   2011-10-04 2024-12-17
PROCTER AND GAMBLE COMPANY   2011-10-27 2024-04-02
VANGUARD INTERNATIONAL VALUE FUND   2016-11-07 2024-04-12
VANGUARD INTERNATIONAL VALUE FUND   2016-11-07 2024-05-17
VANGUARD INTERNATIONAL VALUE FUND   2016-11-22 2024-12-26
WALGREENS BOOTS ALLIANCE, INC   2023-05-01 2024-09-06
MEDTRONIC PLC SHS   2019-06-06 2024-12-10
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 40,000   40,000 0
b 39,880   39,553 327
c 25,211   25,265 -54
d 75,748   75,791 -43
e 60,000   60,000 0
302,643   301,923 720
54,063   3,523 50,540
100,000   81,033 18,967
6,055   2,553 3,502
78,980   49,203 29,777
100,000   87,523 12,477
40,000   37,024 2,976
40,000   42,512 -2,512
30,000   32,906 -2,906
20,000   21,801 -1,801
103,660   41,048 62,612
50,000   50,000 0
74,558   36,156 38,402
50,000   50,000 0
8,608   2,979 5,629
53,126   17,876 35,250
42,579   20,839 21,740
25,000   29,631 -4,631
25,000   29,841 -4,841
417,647   467,689 -50,042
24,027   9,746 14,281
80,000   62,729 17,271
50,000   36,825 13,175
30,000   25,371 4,629
39,063   46,165 -7,102
117,085   135,572 -18,487
30,124     30,124
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       327
c       -54
d       -43
e       0
      720
      50,540
      18,967
      3,502
      29,777
      12,477
      2,976
      -2,512
      -2,906
      -1,801
      62,612
      0
      38,402
      0
      5,629
      35,250
      21,740
      -4,631
      -4,841
      -50,042
      14,281
      17,271
      13,175
      4,629
      -7,102
      -18,487
      30,124
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 2 269,980
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 5,737
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 5,737
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 5,737
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 6,263
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow6,263 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		17,635 0 0
5262 ROLAND DRIVE
INDIANAPOLIS,IN46228
TONI R BADER SECRETARY/TREASURER
5.00 		20,955 0 0
5262 ROLAND DRIVE
INDIANAPOLIS,IN46228
SARA MEYER DIRECTOR
1.00 		16,526 0 0
233 LINCOLN BLVD
MERRICK,NY11566
JAIME CARMODY DIRECTOR
1.00 		17,333 0 0
11640 THISTLEHILL DRIVE
LOVELAND,OH45140
JOSHUA BADER DIRECTOR
1.00 		13,025 0 0
1318 W CORNELIA AVE
CHICAGO,IL60657
DANIELLE WARRENBURG DIRECTOR
1.00 		14,126 0 0
1122 E 57TH STREET
INDIANAPOLIS,IN46220
THOMAS J SPONSEL DIRECTOR
1.00 		13,400 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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
7,918,207
b
Average of monthly cash balances.......................
1b
250,528
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,168,735
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
8,168,735
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
122,531
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,046,204
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
402,310
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
402,310
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,737
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,737
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
396,573
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
396,573
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
396,573
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
465,454
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
465,454
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 396,573
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 71,183
d From 2022...... 158,649
e From 2023...... 78,788
f Total of lines 3a through e ........ 308,620
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 465,454
a Applied to 2023, 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 2024 distributable amount..... 396,573
e Remaining amount distributed out of corpus 68,881
5 Excess distributions carryover applied to 2024. 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 5 377,501
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		377,501
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 71,183
c Excess from 2022.... 158,649
d Excess from 2023.... 78,788
e Excess from 2024.... 68,881
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

FLYING KITES

25 DORCHESTER AVENUE PO BOX 52326
BOSTON,MA02205 		NO RELATIONSHIP PC FLYING KITES TEACHER TRAINING INSTITUTE: TRAINING FOR KENYA'S TOMORROW, TODAY. 23,900

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

ARTS AT LARGE INC

1100 SOUTH 5TH STREET
MILWAUKEE,WI53204 		NO RELATIONSHIP PC TO CONSISTENTLY ADVOCATE FOR THE CONNECTION OF ARTS TO ACADEMICS BY BUILDING SUSTAINABLE PARTNERSHIPS BETWEEN THE ARTS COMMUNITY, K-12 EDUCATORS AND STUDENTS, PUBLIC POLICY MAKERS, AND INSTITUTIONS OF HIGHER EDUCATION 10,000

THE EDISON INSTITUTE DBA THE HENRY FORD

20900 OAKWOOD BOULEVARD
DEARBORN,MI48124 		NO RELATIONSHIP PC TO PROVIDE UNIQUE EDUCATION EXPERIENCES TO INSPIRE OTHERS 30,000

BADER HILLEL HIGH INC

6789 N GREEN BAY AVE
MILWAUKEE,WI53209 		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 6,400

CAMP EXTREME DBA PROJECT EXTREME

335 CENTRAL AVENUE
LAWRENCE,NY11559 		NO RELATIONSHIP PC TO PROVE INNOVATIVE PROGRAMMING AND SOLUTION FOR TEENS IN -NEED, THEIR FAMILIES AND COMMUNITIES 1,800

CAYUGA MUSEUM OF HISTORY & ART INC

203 GENESEE STREET
AUBURN,NY13021 		NO RELATIONSHIP PC TO ENGAGE THE COMMUNITY TO APPRECIATE LOCAL HISTORY, PROMOTE THE ARTS, AND EDUCATE INDIVIDUALS ABOUT THE INVENTION OF SOUND ON FILM 10,000

CEDARS NURSING CARE CENTER

630 OCEAN AVENUE
PORTLAND,ME04103 		NO RELATIONSHIP PC TO PROVIDE LONG TERM CARE FOR THE SICK AND ELDERLY 2,300

CHILDREN FIRST DEVELOPMENT CENTER INC

1743 EGG HARBOR ROAD
STURGEON BAY,WI54235 		NO RELATIONSHIP PC TO HELP PROVIDE CHILD-CENTERED CARE IN A SAFE ENVIRONMENT TO FOSTER CREATIVITY, INDEPENDENCE, AND EMPATHY THROUGH DEVELOPMENTALLY APPROPRIATE PLAY AND LEARNING ACTIVITIES 665

CONTEMPORARY ART MUSEUM ST LOUIS

3750 WASHINGTON BOULEVARD
ST LOUIS,MO631083612 		NO RELATIONSHIP PC TO CREATE A MEANINGFUL ENGAGEMENT WITH THE MOST RELEVANT AND INNOVATIVE ART BEING MADE TODAY. 5,600

DEMOCRASHE

4135 CHARLENE DR
LOS ANGELES,CA90043 		NO RELATIONSHIP PC GENERAL SUPPORT TOWARD MISSION 5,000

FELIDAE CONSERVATION FUND

100 SHORELINE HIGHWAY SUITE 100B
MILL VALLEY,CA94941 		NO RELATIONSHIP PC TO CONDUCT RESEARCH TO PROTECT ALL FELIDAE SPECIES AND THEIR HABITATS GLOBALLY 3,000

FRIENDS OF THE FOREST PRESERVES

411 S WELLS ST STE 300
CHICAGO,IL60607 		NO RELATIONSHIP PC TO SUPPORT THE CONSERVATION OF THE FOREST PRESERVES IN COOK COUNTY 10,000

FRIENDSHIP CIRCLE OF MIAMI BEACH AND NORTH DADE

PO BOX 402113
MIAMI BEACH,FL33140 		NO RELATIONSHIP PC TO PROVIDE ASSISTANCE AND SUPPORT TOE THE FAMILIES OF CHILDREN WITH SPECIAL NEEDS. 5,200

HEALTH CARE EDUCATION AND TRAINING INC

1630 N MERIDIAN STREET 430
INDIANAPOLIS,IN46202 		NO RELATIONSHIP PC TO PROVIDE QUALITY COMPREHENSIVE PROGRAM DEVELOPMENT, EDUCATION, AND TRAINING TO IMPROVE REPRODUCTIVE AND SEXUAL HEALTH OUTCOMES 500

HERRON HIGH SCHOOL INC

110 EAST 16TH STREET
INDIANAPOLIS,IN46202 		NO RELATIONSHIP PC TO PARTNER WITH THE COMMUNITY AND PROVIDE A CLASSICAL LIBERAL ARTS EDUCATION THAT INTEGRATES KNOWLEDGE, INSPIRE CHARACTER AND VALUE COMMUNITY SERVICE. 10,000

HOOPS4KIDS INC

7 COLD SPRINGS DR
CLIFTON PARK,NY12065 		NO RELATIONSHIP PC GENERAL SUPPORT TOWARD MISSION 12,200

IMMIGRANT HOME ENGLISH LEARNING PROGRAM

5021 ADKINS AVENUE
ST LOUIS,MO63116 		NO RELATIONSHIP PC TO TEACH ENGLISH AND LIVING SKILLS TO IMMIGRANTS AND REFUGEES. 8,000

INDIANA YOUTH GROUP INC

3733 N MERIDIAN STREET
INDIANAPOLIS,IN46208 		NO RELATIONSHIP PC TO FOSTER COMMUNITY AND PROVIDE PROGRAMMING THAT EMPOWERS LGBTQ+ YOUTH AND MAGNIFIES THEIR VOICES 6,000

INDIANAPOLIS OPERA

4011 N PENNSYLVANIA ST
INDIANAPOLIS,IN46205 		NO RELATIONSHIP PC TO EDUCATE, INSPIRE AND ENTERTAIN THROUGH THE CREATION AND PRESENTATION OF MUSICAL STORYTELLING FOR THE HOOSIER COMMUNITY 10,000

MAZON A JEWISH RESPONSE TO HUNGER

15303 VENTURA BLVD SUITE 1100
SHERMAN OAKS,CA91403 		NO RELATIONSHIP PC TO END HUNGER AMONG PEOPLE OF ALL FAITHS AND BACKGROUNDS IN THE UNITED STATES AND ISRAEL. 10,000

NATIVE AMERICAN ADVANCEMENT FOUNDATION

PO BOX 64877
TUCSON,AZ85728 		NO RELATIONSHIP PC TO DELIVER ACADEMIC AND HEALTH AND WELLNESS PROGRAMS THROUGHOUT THE TOHONO O'ODHAM NATION 4,000

NECHAMA - JEWISH RESPONSE TO DISASTER

PO BOX 17249
SAINT PAUL,MN55117 		NO RELATIONSHIP PC TO BRING COMFORT TO PEOPLE IMPACTED BY NATURAL DISASTERS BY EQUIPPING AND LEADING VOLUNTEERS IN ASSISTING COMMUNITIES WITH DISASTER PREPAREDNESS, RESPONSE AND RECOVERY NATIONWIDE. 5,000

JBI INTERNATIONAL INC

110 EAST 30TH STREET
NEW YORK,NY10016 		NO RELATIONSHIP PC TO PROVIDE FREE BRAILLE, AUDIO & LARGE PRINT MATERIALS FOR VISUALLY IMPAIRED INDIVIDUALS 2,750

JEWISH FAMILY SERVICE OF THE CINCINNATI AREA

9395 KENWOOD ROAD 100
CINCINNATI,OH45242 		NO RELATIONSHIP PC TO PROVIDE COUNSELING, SUPPORT ECONOMIC WELL-BEING AND PROVIDE AGING SERVICES 22,000

JEWISH RELIEF AGENCY

226 SUSSEX AVENUE
MORRISTOWN,NJ07960 		NO RELATIONSHIP PC GENERAL SUPPORT TOWARDS MISSION 7,500

KURT VONNEGUT MEMORIAL LIBRARY INC

543 INDIANA AVE
INDIANAPOLIS,IN46202 		NO RELATIONSHIP PC CHAMPIONING THE LITERARY, ARTISTIC, AND CULTURAL CONTRIBUTIONS OF THE LATE WRITE, ARTIST, AND INDIANAPOLIS NATIVE, KURT VONNEGUT 3,600

LA PLAZA DE ENCUENTRO GATHERING PLACE

907 4TH STREET SW
ALBUQUERQUE,NM87102 		NO RELATIONSHIP PC TO PROVIDE EDUCATION PROGRAMS, SERVICES, RESOURCES, INFORMATION, AND LEADERSHIP DEVELOPMENT TO LOW INCOME LATINOS IN NEW MEXICO 3,500

MAKERS HUB

PO BOX 6872
SAN PEDRO,CA90734 		NO RELATIONSHIP PC GENERAL SUPPORT TOWARD MISSION 15,000

NORTHBAY EDUCATION INC

11 HORSESHOE POINT LANE
NORTH EAST,MD21901 		NO RELATIONSHIP PC TO PROVIDE ENVIRONMENTAL AND CHARACTER DEVELOPMENT OPPORTUNITIES THAT ARE LINKED TO MD STATE EDUCATION SCIENCE STANDARDS 11,000

OAKLAND HEBREW DAY SCHOOL

5500 REDWOOD ROAD
OAKLAND,CA94619 		NO RELATIONSHIP PC TO EDUCATE PRE-K THROUGH 8TH GRADE STUDENTS 1,800

PLANNED PARENTHOOD GREATER MEMPHIS REGION INC

42430 POPLAR SUITE 100
MEMPHIS,TN38112 		NO RELATIONSHIP PC TO PROVIDE EDUCATION AND FAMILY PLANNING MEDICAL SERVICES 10,000

PROTECT THE ADIRONDACKS INC

PO BOX 48
NORTH CREEK,NY12853 		NO RELATIONSHIP PC TO HELP WITH THE PROTECTION, STEWARDSHIP AND SUSTAINABILITY OF THE NATURAL AND HUMAN COMMUNITIES OF THE ADIRONDACK PARK AND NEW YORK STATE FOREST PRESERVE 10,000

REBOOT INC

734 LONGMEADOW STREET 103
LONGMEADOW,MA01106 		NO RELATIONSHIP PC TO FACILITATE IN ADDRESSING INDIVIDUAL'S QUESTIONS AND CONCERNS REGARDING JEWISH IDENTITY, COMMUNITY AND MEANING 9,440

REVOLUTION WORKSHOP

3410 WEST LAKE STREET
CHICAGO,IL60624 		NO RELATIONSHIP PC TO PROVIDE CARPENTRY AND WOOKWORKING WORKFORCE DEVELOPMENT FOR UNEMPLOYED OR UNDEREMPLOYED PEOPLE 15,000

SOUTH BRONX UNITED INC

PO BOX 1267
BRONX,NY10451 		NO RELATIONSHIP PC TO PROMOTE EDUCATIONAL ACHIEVEMENT, HEALTH AND WELLNESS, AND CHARACTER DEVELOPMENT THROUGH ACTIVITIES ON AND OFF THE SOCCER FIELD AND TO UNITE A DIVERSE GROUP OF INDIVIDUALS 2,750

TERAVANA TRUST

19540 KING RIDGE RD
CAZADERO,CA95421 		NO RELATIONSHIP PC GENERAL SUPPORT TOWARD MISSION 5,000

THE ARK

6450 N CALIFORNIA AVE
CHICAGO,IL60645 		NO RELATIONSHIP PC TO PROVIDE MEDICAL, DENTAL, COUNSELING, FOOD, LEGAL, EMERGENCY SHELTER AND SOCIAL SUPPORT SERVICES TO LOW-INCOME INDIVIDUALS AND FAMILIES IN NEED OF THE GREATER CHICAGO METROPOLITAN AREA. 10,000

THE CHILDREN'S MUSEUM OF INDIANAPOLIS

3000 NORTH MERIDIAN STREET
INDIANAPOLIS,IN462084716 		NO RELATIONSHIP PC TO SUPPORT THE CREATION OF EXTRAORDINARY LEARNING EXPERIENCES ACROSS THE ARTS, SCIENCES AND HUMANITIES THAT HAVE THE POWER TO TRANSFORM THE LIVES OF CHILDREN AND FAMILIES 1,800

THE LUNCHBOX FUND

PO BOX 10
NEW YORK,NY10276 		NO RELATIONSHIP PC TO FUND NUTRITION PROGRAMS TO VULNERABLE, FOOD-INSECURE, AND AT-RISK SCHOOL CHILDREN IN SOUTH AFRICA 10,000

WOODFORD CEDAR RUN WILDLIFE REFUGE

4 SAW MILL ROAD
MEDFORD,NJ08055 		NO RELATIONSHIP PC TO SERVE AS A COMMUNITY RESOURCE ON THE IMPORTANCE OF PROTECTING AND ENHANCING HEALTHY ECOSYSTEMS FOR ALL 10,000
Total .................................right arrow 3a 340,705
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 220,587  
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 ............ 		    18 269,980  
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) .. 0 490,567 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
490,567
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
ROBERT & TONI BADER CHARITABLE
 
FOUNDATION INC
EIN:
27-4281614
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 15,566 7,783   7,783

TY 2024 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 25,956 25,956
BANK OF AMERICA CORPORATION 49,571 49,571
BROADCAM CORPORATION 59,063 59,063
ENTERPRISE PRODUCTS OPERATING LP 49,301 49,301
CITIGROUP INC. 49,323 49,323
CITIGROUP INC. NTS 49,850 49,850
CVS HEALTH CORP 24,839 24,839
SUNTRUST BANK MTN 59,729 59,729
U.S. BANCORP MTN 58,713 58,713
NORFOLK SOUTHERN CORPORATION 25,054 25,054
MARRIOTT INTERNATIONAL INC. 49,638 49,638
BB&T CORPORATION 28,626 28,626
U.S. BANCORP 27,491 27,491
FORTUNE BRANDS HOME & SECURITY INC. 46,228 46,228
DICK'S SPORTING GOODS 43,788 43,788
DUKE CAPITAL CORPORATION 25,945 25,945
AEP TEXAS INC 49,539 49,539
ORACLE CORPORATIONS 55,987 55,987
J.M. SMUCKER COMPANY NTS 49,856 49,856
THE BOEING COMPANY NTS 48,032 48,032
CROWN CASTLE INTERNATIONAL CORP NTS 76,979 76,979
OSHKOSH CORPORATION NTS 49,338 49,338
HYATT HOTELS CORPORATION NTS 29,169 29,169
LAZARD GROUP LLC NTS 39,149 39,149

TY 2024 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 87,011 87,011
APPLE INC COM 450,756 450,756
CHEVRON CORPORATION NEW 173,808 173,808
CME GROUP INCORPORATED COM CLASS A 162,561 162,561
CISCO SYS INC COM 88,800 88,800
HOME DEPOT INC 350,091 350,091
HONEYWELL INTERNATIONAL INCORPORATED 158,123 158,123
JOHNSON & JOHNSON COM 86,772 86,772
JPMORGAN CHASE & CO COM 509,384 509,384
MARATHON PETE CORPORATION 209,250 209,250
MICROSOFT CORP COM 484,725 484,725
MOTOROLA SOLUTIONS INCORPORATED COM NEW 231,115 231,115
PROCTER & GAMBLE CO COM 41,913 41,913
TRUIST FINL CORPORATION 43,380 43,380
UNION PAC CORP COM 136,824 136,824
UNITEDHEALTH GROUP INC 278,223 278,223
VERIZON COMMUNICATIONS INC COM 135,966 135,966
WALMART INCORPORATED 271,050 271,050

TY 2024 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 198,849 198,849
DFA U.S. TARGETED VALUE PORT FMV 495,015 495,015
AMERICAN FUNDS EURO PAC GROWTH FD CL F-1 FMV 153,885 153,885
JPMORGAN GLOBAL BOND OPPORTUNITIES FD CL I FMV 174,145 174,145
AMERICAN FUNDS SMALLCAP WORLD FUND CL F2 FMV 357,660 357,660
VANGUARD INTERNATIONAL VALUE FUND FMV 470,005 470,005
WILLIAM BLAIR EMERGING MARKETS SM CAP GROWTH FUND FMV 151,342 151,342
DODGE & COX INCOME FUND FMV 552,928 552,928
PERFORMANCE TRUST TOTAL FMV 198,070 198,070
CAPITAL GROUP GLOBAL GROWTH SHS FMV 204,540 204,540

TY 2024 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 2,193 2,172 2,172


TY 2024 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 14,365 0   14,365
DUES AND SUBSCRIPTIONS 1,000 100   900


TY 2024 OtherIncreasesSchedule
Name:
ROBERT & TONI BADER CHARITABLE
 
FOUNDATION INC
EIN:
27-4281614
Description Amount
UNREALIZED LOSSES ON INVESTMENTS 344,854


TY 2024 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 52,993 52,993   0


TY 2024 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 3,974 3,974   0
FEDERAL INCOME TAXES 3,227 0   0