Schaefer Family Charitable Trust
Schaefer Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MADISON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $994K in total assets. In 2024, it awarded 10 grants totaling $53K. Net investment income was $38K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$994K
+3.6% YoY
Annual Giving
$53K
-6.0% YoY
Grant Count
10
-9.1% YoY
Avg Grant Size
$5K
+3.4% YoY
Under IRS private-foundation payout rules, Schaefer Family Charitable Trust reported a distributable amount of $59K for 2024 — the minimum it must pay out in qualifying distributions.
About Schaefer Family Charitable Trust
Based on IRS filings
Schaefer Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MADISON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $994K in total assets. In 2024, it awarded 10 grants totaling $53K. Net investment income was $38K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $993,506 | $959,331 | $1,035,131 |
| Revenue | $100,667 | $-7,987 | $54,027 |
| Expenses | $66,490 | $67,665 | $71,574 |
| Qualifying Distributions | $53,375 | $56,738 | $59,162 |
| Net Investment Income | $37,821 | $17,581 | $42,515 |
| Distributable Amount | $58,635 | $52,969 | $56,995 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
48 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include American Red Cross Sw Wi ($14,000), Ronald Mcdonald House of Charities ($10,000), Our Saviors Lutheran Church ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| RONALD MCDONALD HOUSE OF CHARITIES MADISON, WI | PROGRAM SUPPORT | $10,000 |
| SUN PRAIRIE FOOD PANTRY SUN PRAIRIE, WI | PROGRAM SUPPORT | $4,000 |
| SHELTER FROM THE STORM MINISTRIES SUN PRAIRIE, WI | PROGRAM SUPPORT | $3,500 |
| HOPE TO OTHERS SUN PRAIRIE, WI | PROGRAM SUPPORT | $500 |
| AGRACE FOUNDATION MADISON, WI | PROGRAM SUPPORT | $2,500 |
| TUNNELS 2 TOWERS FDN COOKEVILLE, TN | PROGRAM SUPPORT | $5,000 |
| OUR SAVIORS LUTHERAN CHURCH SUN PRAIRIE, WI | PROGRAM SUPPORT | $10,000 |
| FISHER HOUSE OF MILWAUKEE MILWAUKEE, WI | PROGRAM SUPPORT | $2,000 |
| AMERICAN RED CROSS SW WI MADISON, WI | SUPPORT BADGER CHPT AND | $14,000 |
| FOLDS OF HONOR FOUNDATION OWASSO, OK | PROGRAM SUPPORT | $1,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN SCHAEFER | Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Schaefer Family Charitable Trust?
Schaefer Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MADISON, WI. It holds $994K in total assets as of 2024.
How large is Schaefer Family Charitable Trust?
As of 2024, Schaefer Family Charitable Trust holds $994K in total assets with $101K in annual revenue. It awarded 10 grants totaling $53K in 2024.
Where does Schaefer Family Charitable Trust operate?
Schaefer Family Charitable Trust has awarded grants in Oklahoma, Tennessee, Wisconsin.
What size grants does Schaefer Family Charitable Trust award?
In 2024, Schaefer Family Charitable Trust awarded 10 grants totaling $53K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Schaefer Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Schaefer Family Charitable Trust reported a distributable amount of $59K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Schaefer Family Charitable Trust's EIN?
Schaefer Family Charitable Trust's EIN (Employer Identification Number) is 82-4339510. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Schaefer Family Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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