AUMdb

David Bader Charitable Trust

EIN 396516313 · 501(c)(3) · Private foundation · Milwaukee, WI · recognized 1990

Assets
$39.8M
Revenue
$5.1M
Expenses
$2.5M
Investment income
$4.8M

Form 990 fiscal year ended 09/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
See Attached Schedule See attached schedule $90,000 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
09/30/2024 $39.8M $5.1M $2.5M 990 990PF · obj 202512249349100936 IRS ↗
09/30/2023 $33.4M $1.3M $3.0M 990 990PF · obj 202510159349100301 IRS ↗