Civic Intelligence

Daniel Bader Charitable Trust

990T • Fiscal year 2022 • EIN 39-6516314

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: $19,360,501Liabilities 2011: $02011Assets 2012: $16,983,251Liabilities 2012: $02012Assets 2013: $13,176,944Liabilities 2013: $02013Assets 2014: $16,352,935Liabilities 2014: $02014Assets 2015: $15,925,497Liabilities 2015: $02015Assets 2019: $25,796,227Liabilities 2019: $02019Assets 2020: $23,496,386Liabilities 2020: $1Net Assets 2020: $23,496,3862020Assets 2021: $24,557,393Liabilities 2021: $1Net Assets 2021: $24,557,3932021Assets 2022: $25,507,829Liabilities 2022: $1Net Assets 2022: $25,507,8292022Assets 2023: $23,805,433Liabilities 2023: $1Net Assets 2023: $23,805,4332023Assets 2024: $26,489,795Liabilities 2024: $0Net Assets 2024: $26,489,7952024

Latest loaded filing

2024

Assets$26,489,795
Liabilities$0
Net Assets$26,489,795
Open 2024 Filing

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,573,961Expenses 2011: $2,686,379Net Income 2011: -$112,4182011Revenue 2012: $3,712,497Expenses 2012: $5,864,525Net Income 2012: -$2,152,0282012Revenue 2013: $4,676,512Expenses 2013: $8,222,553Net Income 2013: -$3,546,0412013Revenue 2014: $4,350,436Expenses 2014: $1,603,563Net Income 2014: $2,746,8732014Revenue 2015: $5,267,170Expenses 2015: $5,200,839Net Income 2015: $66,3312015Revenue 2019: $5,838,428Expenses 2019: $3,788,531Net Income 2019: $2,049,8972019Revenue 2020: $2,716,914Expenses 2020: $5,047,791Net Income 2020: -$2,330,8772020Revenue 2021: $3,180,714Expenses 2021: $2,136,093Net Income 2021: $1,044,6212021Revenue 2022: $2,437,014Expenses 2022: $1,469,620Net Income 2022: $967,3942022Revenue 2023: $1,265,019Expenses 2023: $2,958,393Net Income 2023: -$1,693,3742023Revenue 2024: $5,140,472Expenses 2024: $2,457,360Net Income 2024: $2,683,1122024

Latest loaded filing

2024

Revenue$5,140,472
Expenses$2,457,360
Net Income$2,683,112
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
Daniel Bader Charitable Trust
EIN
39-6516314
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 Appendix102 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/NetSTCapitalGainOrLossAmt0-48205
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt01769145
IRS1041ScheduleD/GainLessIncludedAmt01769145
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IRS1041ScheduleD/TaxOnTaxableIncomeAmt00
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IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt01817350
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IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt01769145
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt00
IRS990T/AvlblPre2018NOLCarryoverAmt01084
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/BookValueAssetsEOYAmt025507829
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
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IRS990T/OverpaymentSection/AppliedToESTaxAmt0755
IRS990T/OverpaymentSection/OverpaymentAmt0755
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0100
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IRS990T/PriorYearOverpaymentCreditAmt0755
IRS990TScheduleA/PrincipalBusinessActivityCd0523920
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-177
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-177
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-177
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVEST IN LIMITED PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-177
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-177
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalPaymentsAmt0755
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-177
IRS990T/TotalUBTIBeforeSection199AAmt0-177
IRS990T/TotalUBTIComputedAmt0-177
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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/BusinessNameLine1Txt0DANIEL BADER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0396516314
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/ReturnTs02023-08-08T17:14:06-05:00
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
-
Net assets
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Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$5.14$2.46$2.68
2023Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$1.27$2.96$1.69
2022Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$2.44$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.$24.6$0.00$24.6$3.18$2.14$1.04
2020Detailed filing. Detailed filing data is available for this year.$23.5$0.00$23.5$2.72$5.05$2.33
2019Summary only. Only limited summary data is available for this year.$25.8$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.$16.4$0.00$4.35$1.60$2.75
2013Summary only. Only limited summary data is available for this year.$13.2$0.00$4.68$8.22$3.55
2012Summary only. Only limited summary data is available for this year.$17.0$0.00$3.71$5.86$2.15
2011Summary only. Only limited summary data is available for this year.$19.4$0.00$2.57$2.69$0.11