Francis W & Marietta Schaefer Foundation Trust
Francis W & Marietta Schaefer Foundation Trust is a private foundation based in Jefferson City, Missouri. Its 2025 filing records grants for community-center maintenance and repairs, school needs and technology, cemetery upkeep, and scholarships.
Francis W & Marietta Schaefer Foundation Trust at a glance
In short: Francis W & Marietta Schaefer Foundation Trust gave $23K across 20 grants in 2025 (avg $1K), mostly in Missouri. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $22,500
- +4.7% vs 2024
- Grants made (2025)
- 20
- +33.3% vs 2024
- Average grant
- $1,125
- -21.5% vs 2024
- Median grant
- $1,000
- Total assets
- $2,952,756
- +291.0% vs 2024
- Primary geography
- Missouri (98% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Francis W & Marietta Schaefer Foundation Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 111 East Miller Street, Jefferson City, MO 65101
Phone: (573) 634-1234
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Francis W & Marietta Schaefer Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Loose Creek Community Club ($5K). Together the top 9 received $12K.
Organizations only. It also paid 11 individual scholarships ($11,000), which are not listed by name.
Grant Size Distribution
67 grants across all recorded years
The most common grant size was under $50K: 67 grants of 67 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 98% of grant dollars went to recipients in Missouri and 2% to recipients in Tennessee.
Grant Distribution by State
Share of 2025 grant dollars across all 20 itemized grants.
Cities
How Francis W & Marietta Schaefer Foundation Trust gives
- Giving grew 50% from 2022 to 2025. Method
- In 2025 it paid out 36% 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 2020 to 2025, annual grant giving ranged from $3K (2020) to $23K (2025). In 2025 it made 20 grants totaling $23K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Loose Creek Community Club Loose Creek, MO | For Maintenance and Repairs for Community Center | $5,000 |
| St Marys School Latham, MO | Endowment for Needs | $1,500 |
| St Anthony of Padua Westphalia, MO | Maintenance and Upkeep of Cemetery | $1,500 |
| Immaculate Conception Jefferson City, MO | For Technology Fund for School | $1,000 |
| 11 individual scholarships Recipients not named | — | $11,000 |
| Westphalia Fire Dept Westphalia, MO | Help for Fire Dept Needs | $500 |
| Childrens Hospital U of MO Columbia, MO | Grant for Needs to Childrens Hospital | $500 |
| Cardinal Glennon Hosp Bridgeton, MO | Grant for Childrens Hospital Needs | $500 |
| St Judes Childrens Memphis, TN | Grant for Childrens Hospital Needs | $500 |
| Childrens Med Research Columbia, MO | Grant to Aid Research | $500 |
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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 | $2,952,756 | $2,236,763 | $39,178 | $22,500 | 20 | $22,500 | $138,585 | $63,022 |
| 2024 | $755,172 | $366,654 | $28,209 | $21,500 | 15 | $21,500 | $59,945 | $23,618 |
| 2023 | $416,727 | $60,342 | $20,971 | $15,500 | 15 | $15,500 | $4,871 | $19,851 |
| 2022 | $377,356 | $161,338 | $20,404 | $15,000 | 11 | $15,000 | $5,934 | $14,673 |
| 2021 | $236,569 | $166,311 | $9,473 | $6,000 | 6 | $6,000 | $12,838 | $11,237 |
| 2020 | $79,785 | $37,450 | $4,092 | $3,056 | 4 | — | $2,906 | $3,490 |
Under IRS private-foundation payout rules, Francis W & Marietta Schaefer Foundation Trust reported a distributable amount of $63K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement is provided. The 2025 grants show support for community facilities, schools, cemetery maintenance, and scholarships.
Grantmaking
In filing year 2025, the foundation reported 20 grants totaling $22,500. Grant amounts ranged from $500 to $5,000, with a median of $1,000.
The largest reported grant was $5,000 to Loose Creek Community Club in Loose Creek, Missouri, for maintenance and repairs for its community center. Other listed grants included $1,500 to St Marys School in Latham, Missouri, for an endowment for needs; $1,500 to St Anthony of Padua in Westphalia, Missouri, for cemetery maintenance and upkeep; and $1,000 to Immaculate Conception in Jefferson City, Missouri, for a school technology fund. The filing also lists eight $1,000 scholarships to individual recipients.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists CENTRAL BANK TRUSTEE as trustee.
Francis W & Marietta Schaefer Foundation Trust's only listed officer is Central Bank Trustee, Trustee on every filing since 2020 (uncompensated).
Officers on the 2025 filing
Central Bank Trustee
Trustee
On filings since 2020
1 hr/week
$920 (2020) → $0 (2025)
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.
Compensation Overview
No officer or director reported compensation in the available filings.
Frequently asked questions about Francis W & Marietta Schaefer Foundation Trust
How much does Francis W & Marietta Schaefer Foundation Trust give each year?
Francis W & Marietta Schaefer Foundation Trust gave $23K across 20 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $22K across 15 grants.
What is Francis W & Marietta Schaefer Foundation Trust's typical grant size?
Francis W & Marietta Schaefer Foundation Trust's median grant in 2025 was $1,000, and its average grant was $1,125, across 20 grants on its 2025 IRS Form 990-PF.
Where does Francis W & Marietta Schaefer Foundation Trust give grants?
Francis W & Marietta Schaefer Foundation Trust gives mostly in Missouri: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Westphalia, MO (2 grants) and Columbia, MO (2 grants).
Does Francis W & Marietta Schaefer Foundation Trust give general operating support?
Not in 2025: none of the 20 grants with a stated purpose on Francis W & Marietta Schaefer Foundation Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "2025 Scholarship Recipient" (11 grants).
Who are Francis W & Marietta Schaefer Foundation Trust's largest grantees?
Francis W & Marietta Schaefer Foundation Trust's largest 2025 grantees include Loose Creek Community Club ($5,000), St Marys School ($1,500) and St Anthony of Padua ($1,500), according to its 2025 IRS Form 990-PF. It also paid 11 individual scholarships ($11,000), which are not listed by name. Together they received 36% of its itemized 2025 grant dollars.
How large is Francis W & Marietta Schaefer Foundation Trust?
Francis W & Marietta Schaefer Foundation Trust reported $3.0M in total assets on its 2025 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $63K (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.
What does Francis W & Marietta Schaefer Foundation Trust fund?
No mission statement is provided. The 2025 grants show support for community facilities, schools, cemetery maintenance, and scholarships. See mission & focus areas ↑
How do I apply for a grant from Francis W & Marietta Schaefer Foundation Trust?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Francis W & Marietta Schaefer Foundation Trust's EIN?
Francis W & Marietta Schaefer Foundation Trust's EIN (Employer Identification Number) is 46-3242784. IRS Form 990 filing data is available on this page for 2020–2025.
Does Francis W & Marietta Schaefer Foundation Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
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 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 17, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 16, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Added Form 990-PF for fiscal year 2024 (received by the IRS May 20, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2023
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