Donald L Schaffert Living Trust

MARQUETTE, NE EIN: 84-6599957

Donald L Schaffert Living Trust is a private foundation, based in MARQUETTE, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $44K in total assets. Net investment income was $237.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$44K

-1.8% YoY

Revenue

$237

-50.6% YoY

Net Investment Income

$237

-50.6% YoY

Expenses

$1K

-99.5% YoY

Under IRS private-foundation payout rules, Donald L Schaffert Living Trust reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.

About Donald L Schaffert Living Trust

Based on IRS filings

Donald L Schaffert Living Trust is a private foundation, based in MARQUETTE, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $44K in total assets. Net investment income was $237.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Aurora

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$401K$801K$1M$2M20202021202220232024
Metric202420232022
Total Assets$43,801$44,626$260,060
Revenue$237$480$1,936
Expenses$1,062$215,914$6,628
Qualifying Distributions$200,000
Net Investment Income$237$480$1,174
Distributable Amount$2,204$4,389$12,874

Giving Over Time

Total grant dollars and number of grants per year

$0$358K$717K$1M$1M1 grants20200 grants20210 grants20221 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

2 grants across all recorded years

<$50K$50–100K1$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JERRY ROBERTSHAWTRUSTEE

Frequently Asked Questions

How large is Donald L Schaffert Living Trust?

As of 2024, Donald L Schaffert Living Trust holds $44K in total assets with $237 in annual revenue.

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 2024, 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 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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