Civic Intelligence

David Bader Charitable Trust

990T • Fiscal year 2022 • EIN 39-6516313

Oct 01, 2021 to Sep 30, 2022 • Filed on Jul 31, 2023

Organization Profile
Foley 777 E Wisconsin Ave Ste 3500Milwaukee, WI 53202-5306

(414) 297-5729

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $19,287,404Liabilities 2011: $02011Assets 2012: $16,912,289Liabilities 2012: $02012Assets 2013: $13,105,986Liabilities 2013: $02013Assets 2014: $16,281,996Liabilities 2014: $02014Assets 2015: $15,854,504Liabilities 2015: $02015Assets 2019: $25,724,056Liabilities 2019: $02019Assets 2020: $23,422,381Liabilities 2020: $1Net Assets 2020: $23,422,3812020Assets 2021: $24,481,493Liabilities 2021: $1Net Assets 2021: $24,481,4932021Assets 2022: $25,430,328Liabilities 2022: $1Net Assets 2022: $25,430,3282022Assets 2023: $23,717,357Liabilities 2023: $0Net Assets 2023: $23,717,3572023Assets 2024: $26,408,391Liabilities 2024: $0Net Assets 2024: $26,408,3912024

Latest loaded filing

2024

Assets$26,408,391
Liabilities$0
Net Assets$26,408,391
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $2,574,558Expenses 2011: $2,686,388Net Income 2011: -$111,8302011Revenue 2012: $3,712,713Expenses 2012: $5,862,605Net Income 2012: -$2,149,8922012Revenue 2013: $4,676,699Expenses 2013: $8,222,737Net Income 2013: -$3,546,0382013Revenue 2014: $4,350,628Expenses 2014: $1,603,737Net Income 2014: $2,746,8912014Revenue 2015: $5,266,277Expenses 2015: $5,200,000Net Income 2015: $66,2772015Revenue 2019: $5,835,400Expenses 2019: $3,787,639Net Income 2019: $2,047,7612019Revenue 2020: $2,713,623Expenses 2020: $5,046,334Net Income 2020: -$2,332,7112020Revenue 2021: $3,178,707Expenses 2021: $2,135,982Net Income 2021: $1,042,7252021Revenue 2022: $2,434,652Expenses 2022: $1,468,759Net Income 2022: $965,8932022Revenue 2023: $1,253,645Expenses 2023: $2,957,594Net Income 2023: -$1,703,9492023Revenue 2024: $5,146,876Expenses 2024: $2,457,092Net Income 2024: $2,689,7842024

Latest loaded filing

2024

Revenue$5,146,876
Expenses$2,457,092
Net Income$2,689,784
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jul 31, 2023
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
David Bader Charitable Trust
EIN
39-6516313
In Care Of
% JERE D MCGAFFEY
Address
FOLEY 777 E WISCONSIN AVE STE 3500, MILWAUKEE, WI 53202-5306

Signing Officer

Name
Jere Mcgaffey
Title
Trustee
Phone
4142975729
Signed
2023-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
Emmaline S Jurgena
Phone
4142712400
Raw XML Appendix91 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt01817155
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt0-48205
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt01768950
IRS1041ScheduleD/GainLessIncludedAmt01768950
IRS1041ScheduleD/GainPlusDividendsAmt01768950
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IRS1041ScheduleD/TaxOnTaxableIncomeAmt00
IRS1041ScheduleD/TaxPlusTimePercentAmt00
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt01817155
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt0-48205
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt01768950
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt00
IRS990T/AvlblPre2018NOLCarryoverAmt01084
IRS990T/BalanceDueAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JERE D MCGAFFEY
IRS990T/BooksInCareOfDetail/PhoneNum04142975729
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0777 E WISCONSIN AVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd053202
IRS990T/BookValueAssetsEOYAmt025430328
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
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IRS990TScheduleA/PrincipalBusinessActivityCd0523920
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVEST IN LIMITED PARTNERSHIPS
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERE MCGAFFEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04142975729
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID BADER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0396516313
ReturnHeader/Filer/InCareOfNm0% JERE D MCGAFFEY
ReturnHeader/Filer/USAddress/AddressLine1Txt0FOLEY 777 E WISCONSIN AVE STE 3500
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532025306
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390473800
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOLEY & LARDNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532025306
ReturnHeader/PreparerPersonGrp/PhoneNum04142712400
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMMALINE S JURGENA
ReturnHeader/ReturnTs02023-08-08T17:00:49-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JERE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCGAFFEY
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
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Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$5.15$2.46$2.69
2023Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$1.25$2.96$1.70
2022Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$2.43$1.47$0.97
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$3.18$2.14$1.04
2020Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$2.71$5.05$2.33
2019Summary only. Only limited summary data is available for this year.$25.7$0.00$5.84$3.79$2.05
2015Summary only. Only limited summary data is available for this year.$15.9$0.00$5.27$5.20$0.07
2014Summary only. Only limited summary data is available for this year.$16.3$0.00$4.35$1.60$2.75
2013Summary only. Only limited summary data is available for this year.$13.1$0.00$4.68$8.22$3.55
2012Summary only. Only limited summary data is available for this year.$16.9$0.00$3.71$5.86$2.15
2011Summary only. Only limited summary data is available for this year.$19.3$0.00$2.57$2.69$0.11