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Wisconsin · Private foundation

Allen J Shafer Irrev Trust

Its FY2023 filing reports that it accepted unsolicited grant applications.

$65k
Granted FY2023
3
Grants FY2023
3
Organizations funded FY2023
67%
First-time grantees FY2023
Read the full brief
Median grant, FY2023
$9,439
Largest grant, FY2023
$51,739
Organizations funded a year
3 to 10
FY2017 to FY2023
States reached, FY2023
2
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 67% of the organizations Allen J Shafer Irrev Trust funded were first-time grantees, receiving 85% of its grant dollars.

New vs renewed · share of each year

In FY2023, 15% of grant dollars renewed an existing relationship; $55k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23
EducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20233$65k67%
FY20229$29k78%
FY202110$13k90%
FY20205$14k80%
FY20197$8k71%
FY20188$7k63%
FY20179$8kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2023.

Education$132kFood & Nutrition$13kEnvironment$2kRecreation & Sports$2k

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

ND
MN
IL
WI
NY
OR
IA
IN
OH
PA
CA
CO
MD
AZ
GA

Top grantees

Largest recipients by total granted, FY2017 to FY2023, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Madison Public Schools Foundation Inc$51,73913%
McDaniel College Inc$2,85010%
St Catherine University$2,85010%
The College of Wooster$2,85010%
Marquette University$2,80010%
Edgewood University Inc$1,53020%
Case Western Reserve University$1,36010%
University of Dubuque$1,36010%
Bryn Mawr College$1,36010%
Wisconsin Garden Club Federation$1,1001n/a
Show all 15 grantees
All grantees of Allen J Shafer Irrev Trust by total granted
GranteeTotal grantedYearsShare of their budget
Madison Public Schools Foundation Inc$51,73913%
McDaniel College Inc$2,85010%
St Catherine University$2,85010%
The College of Wooster$2,85010%
Marquette University$2,80010%
Edgewood University Inc$1,53020%
Case Western Reserve University$1,36010%
University of Dubuque$1,36010%
Bryn Mawr College$1,36010%
Wisconsin Garden Club Federation$1,1001n/a
Emory University$93010%
Regis University$93010%
University of Rochester$79010%
Wisconsin Garden Club Federation$7751n/a
Kenyon College$74010%

Plus 26 recipients with no EIN on record ($71k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Allen J Shafer Irrev Trust supplied at peak.

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetMadison Public Schools Foundation Inc: $51,739 over 1y, 3.1% of budgetMcDaniel College Inc: $2,850 over 1y, 0.0% of budgetSt Catherine University: $2,850 over 1y, 0.0% of budgetThe College of Wooster: $2,850 over 1y, 0.0% of budgetMarquette University: $2,800 over 1y, 0.0% of budgetEdgewood University Inc: $1,530 over 2y, 0.0% of budgetCase Western Reserve University: $1,360 over 1y, 0.0% of budgetUniversity of Dubuque: $1,360 over 1y, 0.0% of budgetBryn Mawr College: $1,360 over 1y, 0.0% of budgetEmory University: $930 over 1y, 0.0% of budgetRegis University: $930 over 1y, 0.0% of budgetUniversity of Rochester: $790 over 1y, 0.0% of budgetKenyon College: $740 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 13.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Alliant Energy Foundation IncWI13.5× affinity4 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: Alliant Energy Foundation Inc · National Philanthropic Trust · The Blackbaud Giving Fund · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Allen J Shafer Irrev Trust with peer funders

About Allen J Shafer Irrev Trust

How much does Allen J Shafer Irrev Trust give?
Allen J Shafer Irrev Trust reported 3 grants totaling $64,809 in its FY2023 IRS filing. It funded between 3 and 10 organizations a year over FY2017 to FY2023.
What does Allen J Shafer Irrev Trust fund?
By grant dollars over FY2017 to FY2023, its largest causes are Education (89%), Food & Nutrition (9%), Environment (1%).
Who are Allen J Shafer Irrev Trust's largest grantees?
By total granted over FY2017 to FY2023: Madison Public Schools Foundation Inc ($52k), McDaniel College Inc ($3k), St Catherine University ($3k).
Does Allen J Shafer Irrev Trust fund new organizations?
In FY2023, 67% of the organizations it funded were first-time grantees.
Does Allen J Shafer Irrev Trust accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Allen J Shafer Irrev Trust?
Its strongest co-funders, measured against what their size predicts, include Alliant Energy Foundation Inc, National Philanthropic Trust, The Blackbaud Giving Fund.
Where is Allen J Shafer Irrev Trust based?
Allen J Shafer Irrev Trust is based in WI.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 44 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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