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    3. Alfred and Isabel Bader 2014 Charitable Trust

    Alfred and Isabel Bader 2014 Charitable Trust

    ActivePhilanthropy & Voluntarism
    MILWAUKEE, WIEIN: 47-12950733 filings on record
    See If You're a Fit — Free

    About Alfred and Isabel Bader 2014 Charitable Trust

    The Alfred and Isabel Bader 2014 Charitable Trust functions primarily as a conduit to the family’s operating foundation, directing its entire grantmaking to Bader Philanthropies Inc. Its grants are unrestricted/general in purpose, indicating the trust’s role in capitalizing or simplifying the philanthropic operations of the Baders rather than directly funding external programmatic work.

    Focus Areas

    Endowing/supporting Bader Philanthropies' grantmaking and operationsFamily foundation philanthropy and regranting strategyLikely regional (Milwaukee-area) philanthropic support via the family foundation

    Who They Fund

    family operating foundation (Bader Philanthropies)regional communities served via the family foundationphilanthropic sector/infrastructure

    Giving Approach

    Highly concentrated: all funds (three grants totaling $118M) went to a single recipient, suggesting large, one-time or capital transfers to an affiliated foundation rather than many small external grants.

    Funding Style

    Financial Snapshot

    Annual Giving

    $90.5M

    Total Assets

    $190.4M

    Total Revenue

    $63.7M

    Total Expenses

    $51.6M

    Typical Grant Size

    Most grants fall between $33.8M and $45.3M, with a median of $40M.

    25th Percentile

    $33.8M

    Median

    $40M

    75th Percentile

    $45.3M

    Geographic Reach

    Local1 state funded

    About 100% of grants go to recipients in WI.

    Funding intensity
    Low
    High
    Headquarters

    Deep Analysis

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    Free account · instant fit score · similar funders
    unrestricted/general operating supportendowment/capitalization transfersconduit/affiliated-givingregranting/anchor funding

    Notable grantees: Bader Philanthropies Inc

    Topics

    family foundation capacity and operationsphilanthropic regranting strategyregional (Milwaukee-area) philanthropic supportcapitalization of grantmaking vehicle
    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    BADER PHILANTHROPIES INCMILWAUKEE, WI$50,500,0002025GENERAL
    BADER PHILANTHROPIES INCMILWAUKEE, WI$40,000,0002025GENERAL
    BADER PHILANTHROPIES INCMILWAUKEE, WI$27,500,0002023GENERAL

    BADER PHILANTHROPIES INC

    $50,500,000
    MILWAUKEE, WI2025

    GENERAL

    BADER PHILANTHROPIES INC

    $40,000,000
    MILWAUKEE, WI2025

    GENERAL

    BADER PHILANTHROPIES INC

    $27,500,000
    MILWAUKEE, WI2023

    GENERAL