Allen J Shafer Irrev Trust
Allen J Shafer Irrev Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2020 through 2023. In 2023, it awarded 3 grants totaling $65K. Net investment income was $190.
Allen J Shafer Irrev Trust at a glance
In short: Allen J Shafer Irrev Trust gave $65K across 3 grants in 2023 (avg $22K), mostly in Wisconsin. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $64,809
- +121.4% vs 2022
- Grants made (2023)
- 3
- -66.7% vs 2022
- Average grant
- $21,603
- +564.1% vs 2022
- Median grant
- $9,439
- Primary geography
- Wisconsin (94% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Allen J Shafer Irrev Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2023
The largest 2023 recipient was Madison Public Schools Fndn Inc ($52K). Together the top 2 received $61K.
Organizations only. It also paid 1 individual scholarship ($3,631), which are not listed by name.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 27 grants of 28 (96%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 3 itemized grants.
Cities
How Allen J Shafer Irrev Trust gives
- Giving grew 373% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $14K (2020) to $65K (2023). In 2023 it made 3 grants totaling $65K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Madison Public Schools Fndn Inc Madison, WI | Scholarship | $51,739 |
| Wisconsin Garden Club Federation Middleton, WI | General Operating | $9,439 |
| 1 individual scholarship Recipients not named | — | $3,631 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $-5,102 | $68,935 | $64,809 | 3 | $68,822 | $190 | $359 |
| 2022 | $75,705 | $357 | $32,666 | $29,275 | 9 | $30,917 | $1,080 | $4,335 |
| 2021 | $108,022 | $19,110 | $17,891 | $14,415 | 11 | $16,104 | $17,378 | $5,727 |
| 2020 | $106,803 | $4,793 | $17,152 | $13,700 | 5 | — | $3,061 | $5,906 |
Under IRS private-foundation payout rules, Allen J Shafer Irrev Trust reported a distributable amount of $359 for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Allen J Shafer Irrev Trust's only listed officer is US Bank NA, Trustee on the 2023 filing (compensated).
Officers on the 2023 filing
US Bank NA
Trustee
New on the 2023 filing
1 hr/week
$126 (2023)
Former officers (1)
- Former: US Bank N A (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $126, to US Bank NA (Trustee).
Frequently asked questions about Allen J Shafer Irrev Trust
How much does Allen J Shafer Irrev Trust give each year?
Allen J Shafer Irrev Trust gave $65K across 3 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $29K across 9 grants.
What is Allen J Shafer Irrev Trust's typical grant size?
Allen J Shafer Irrev Trust's median grant in 2023 was $9,439, and its average grant was $21,603, across 3 grants on its 2023 IRS Form 990-PF.
Where does Allen J Shafer Irrev Trust give grants?
Allen J Shafer Irrev Trust gives mostly in Wisconsin: 94% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The next largest state was California (6%).
Does Allen J Shafer Irrev Trust give general operating support?
Yes: 33% of Allen J Shafer Irrev Trust's 2023 grants with a stated purpose (1 of 3) were for general or operating support, per its 2023 IRS Form 990-PF.
How much is Allen J Shafer Irrev Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Allen J Shafer Irrev Trust reported a distributable amount of $359 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Allen J Shafer Irrev Trust's EIN?
Allen J Shafer Irrev Trust's EIN (Employer Identification Number) is 39-6140024. IRS Form 990 filing data is available on this page for 2020–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
- IRS filings on file for fiscal years 2020–2023
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