Donald L Schaffert Living Trust
Donald L Schaffert Living Trust is a private foundation, based in Marquette, NE. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $34K in total assets. Net investment income was $219.
Donald L Schaffert Living Trust at a glance
- Total assets
- $34,087
- -22.2% vs 2024
- Revenue (2025)
- $219
- -7.6% vs 2024
- Net investment income (2025)
- $219
- -7.6% vs 2024
- Expenses (2025)
- $9,933
- +835.3% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Donald L Schaffert Living Trust funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $100–250K range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Donald L Schaffert Living Trust gives
- Giving fell 86% 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 $200K (2023) to $1.4M (2020). In 2023 it made 1 grant totaling $200K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hamilton Community Foundation Aurora, NE | Scholarships and Other Local Nonprof | $200,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $34,087 | $219 | $9,933 | — | — | — | $219 | $1,675 |
| 2024 | $43,801 | $237 | $1,062 | — | — | — | $237 | $2,204 |
| 2023 | $44,626 | $480 | $215,914 | $200,000 | 1 | $200,000 | $480 | $4,389 |
| 2022 | $260,060 | $1,936 | $6,628 | — | — | — | $1,174 | $12,874 |
| 2021 | $264,752 | $3,042 | $5,420 | — | — | — | $248 | $13,021 |
| 2020 | $267,130 | $251,544 | $1,456,813 | $1,433,450 | 1 | — | $530 | $22,407 |
Under IRS private-foundation payout rules, Donald L Schaffert Living Trust reported a distributable amount of $2K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Donald L Schaffert Living Trust is led by Jerry Robertshaw, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Jerry Robertshaw
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Donald L Schaffert Living Trust
How large is Donald L Schaffert Living Trust?
Donald L Schaffert Living Trust reported $34K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $219.
Where does Donald L Schaffert Living Trust operate?
Donald L Schaffert Living Trust has awarded grants in Nebraska.
How much is Donald L Schaffert Living Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Donald L Schaffert Living Trust reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Donald L Schaffert Living Trust's EIN?
Donald L Schaffert Living Trust's EIN (Employer Identification Number) is 84-6599957. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 26, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 27, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 23, 2026)
- IRS filings on file for fiscal years 2020–2025
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