Darlene Schaefer Charitable Trust XXXXX8009
Darlene Schaefer Charitable Trust XXXXX8009 is a private foundation, based in Chicago, IL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $5.7M in total assets. In 2024, it awarded 2 grants totaling $72K. Net investment income was $314K.
Darlene Schaefer Charitable Trust XXXXX8009 at a glance
In short: Darlene Schaefer Charitable Trust XXXXX8009 gave $72K across 2 grants in 2024 (avg $36K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $71,837
- -36.5% vs 2023
- Grants made (2024)
- 2
- +0.0% vs 2023
- Average grant
- $35,919
- -36.5% vs 2023
- Median grant
- $35,919
- Total assets
- $5,668,576
- +55.3% vs 2023
- Primary geography
- Wisconsin (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Darlene Schaefer Charitable Trust XXXXX8009 funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was St John's Ev Lutheran Church ($63K). Together the top 2 received $72K.
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 2 grants of 4 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How Darlene Schaefer Charitable Trust XXXXX8009 gives
- In 2024 it paid out 39% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2023 to 2024, annual grant giving ranged from $72K (2024) to $113K (2023). In 2024 it made 2 grants totaling $72K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St John's Ev Lutheran Church Jefferson, WI | General | $62,857 |
| Humane Society of Jefferson County Jefferson, WI | General | $8,980 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $5,668,576 | $2,445,976 | $149,215 | $71,837 | 2 | $96,919 | $314,038 | $251,266 |
| 2023 | $3,649,589 | $122,064 | $183,973 | $113,096 | 2 | $148,289 | $80,422 | $205,043 |
Under IRS private-foundation payout rules, Darlene Schaefer Charitable Trust XXXXX8009 reported a distributable amount of $251K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Darlene Schaefer Charitable Trust XXXXX8009's only listed officer is JP Morgan Chase Bank N A, Trustee on every filing since 2022 (compensated).
Officers on the 2024 filing
JP Morgan Chase Bank N A
Trustee
On filings since 2022
2 hrs/week
$48K (2023) → $55K (2024)
Data from IRS Form 990 filings, 2022–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $55K, to JP Morgan Chase Bank N a (Trustee).
Frequently asked questions about Darlene Schaefer Charitable Trust XXXXX8009
How much does Darlene Schaefer Charitable Trust XXXXX8009 give each year?
Darlene Schaefer Charitable Trust XXXXX8009 gave $72K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $113K across 2 grants.
How large is Darlene Schaefer Charitable Trust XXXXX8009?
Darlene Schaefer Charitable Trust XXXXX8009 reported $5.7M in total assets on its 2024 IRS Form 990-PF. It paid out $97K in qualifying distributions that year, against a required minimum of $251K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Darlene Schaefer Charitable Trust XXXXX8009 operate?
Darlene Schaefer Charitable Trust XXXXX8009 has awarded grants in Wisconsin.
What is Darlene Schaefer Charitable Trust XXXXX8009's EIN?
Darlene Schaefer Charitable Trust XXXXX8009's EIN (Employer Identification Number) is 36-7778256. IRS Form 990 filing data is available on this page for 2022–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 26, 2025)
- IRS filings on file for fiscal years 2022–2024
Explore Open Grants
Browse active grant opportunities in Darlene Schaefer Charitable Trust XXXXX8009's focus areas in our free grants database
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