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Allen J Shafer Irrev Trust at a glance

· Private foundation

Allen J Shafer Irrev Trust

Its FY2023 filing reports that it accepted unsolicited grant applications.

$65k
Granted FY2023
3
Grants FY2023
2
States reached
$52k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% 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
02FY2023 · 3 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2023

  • Under $10k2 grants · $13k
  • $50k–250k1 grant · $52k
$9,439
Median grant
2
States reached
$0
Total assets
Largest grants
RecipientAmount
MADISON PUBLIC SCHOOLS FNDN INC$51,739
WISCONSIN GARDEN CLUB FEDERATION$9,439
Individual grant recipient$3,631
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY18–23) land where the poverty rate runs at 10%, against an area that typically sits at 10%. 7% of its dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%OLAF COLLEGE FINANCIAL AID OFFICE: $1k → 11%GRINNELL COLLEGE: $1k → 9%UWWHITEWATER: $3k → 10%WISCONSIN GARDEN CLUB FEDERATION: $9k → 10%WISCONSIN GARDEN CLUB FEDERATION: $1k → 10%WISCONSIN GARDEN CLUB FEDERATION: $1k → 10%WISCONSIN GARDEN CLUB FEDERATION: $775 → 10%WISCONSIN GARDEN CLUB FEDERATION: $775 → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

ND
MN
IL
WI
NY
OR
IA
IN
OH
PA
CA
CO
MD
AZ
GA
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

21%of every dollar goes to organizations it has funded before.
$30k · 5 repeat orgs$115k to everyone else

5 repeat relationships: 1 still active in FY2023, 4 since wound down; 2 grantees were first funded in FY2023 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

5
34

Total granted

$30k
$59k

Median revenue growth · since first grant

+10%
+24%

Still filing today

20%
32%

New vs renewed · share of each year

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

50%100%’17’18’19’20’21’22’23
RenewedFirst-time
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.

Backed again, and grew

  • WG
    WISCONSIN GARDEN CLUB FEDERATION
    5× · 2018–2023 · $13k
  • UO
    UNIVERSITY OF WISCONSIN MADISON
    4× · 2017–2022 · $12k
  • MA
    MADISON AREA TECHNICAL COLLEGE
    2× · 2017–2019 · $2k

Funded once

  • UO
    UNIVERSITY OF IOWA
    one grant, 2020 · $7k
  • UO
    UNIVERSITY OF MINNESOTA TWIN CITIES
    one grant, 2022 · $6k
  • MC
    MCDANIEL COLLEGE INC
    one grant, 2022 · $3k · revenue +24%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
St Marys University of Minnesota

Enriched by the lasallian catholic heritage, saint mary's university of minnesota awakens, nurtures, and empowers learners to ethical lives of service and leadership.

Education
2
Western New England University

Western new england university, a comprehensive private institution with a tradition of excellence in teaching and scholarship and a commitment to service, awards undergraduate, master's, and doctoral degrees in various departments from…

Education
3
University of Miami

See Form 990, Part I, Line 1, Description of Organization Mission.

Education
4
Drexel University

Drexel university fulfills its founder's vision of preparing each new generation of students for productive professional and civic lives while also focusing its collective expertise on solving society's greatest problems. drexel is an…

Education
5
Endicott College

Endicott college offers students a vibrant academic environment that remains true to its founding principle of integrating professional and liberal arts with experiential learning. for more information see schedule o.

Education
6
Lewis & Clark College

Lewis & clark is a premier private higher education institution offering an exceptional education in an inclusive environment. by fostering critical thinking, innovation, creativity, civic engagement, and leadership, both inside and…

Education
7
The Trustees of Grinnell College

To educate students in the liberal arts through free inquiry and the open exchange of ideas.when grinnell college framed its charter in the iowa territory of the united states in 1846, it set forth a mission to educate its students "for…

Education
8
Wake Forest University

Wake Forest University, a 501(c)(3) institution of higher education, is dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. The organization is comprised of seven constituent parts: Wake…

Education
9
The Corporation of Saint Mary's College Notre Dame

The corporation of saint mary's college, notre dame (saint mary's) is a catholic, residential, women's, liberal arts college offering undergraduate degrees and co-educational graduate programs. (continued in schedule o)

Education
10
John Carroll University

As a jesuit catholic university committed to academic rigor, inclusive excellence, and care for the whole person, john carroll university inspires individuals of intellect and character to learn, lead and serve in the community and…

Education
11
Georgian Court University

Georgian court university (gcu), provides a comprehensive liberal arts education and is open to students of all faiths, delivers a curriculum that promotes scholarship, service, and personal development.

Education
12
Benedictine College

Benedictine college's mission as a catholic, benedictine, liberal arts, residential college is the education of men and women within a community of faith & scholarship.

Education
How this is measured
The grantee most central to the portfolio’s shape is The College of Wooster; the most unlike its peers is Madison Public Schools Foundation Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

16 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 16 of the 44 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
16/16
Grantees still filing
15/16
Grew since first funded

Where the money sits, by cause and then by grantee

MADISON PUBLIC SCHOOLS FOUNDATION INC: $51,739 · EducationMADISON PUBLIC SCHOOLS FOUNDATION INCMCDANIEL COLLEGE INC: $2,850 · EducationST CATHERINE UNIVERSITY: $2,850 · EducationTHE COLLEGE OF WOOSTER: $2,850 · EducationMarquette University: $2,800 · Education+11 more: $13,010 · Education+11 moreWISCONSIN GARDEN CLUB FEDERATION: $13,189 · OtherWISCONSIN GARDEN CLUB FEDERATIONUNIVERSITY OF WISCONSIN MADISON: $12,290 · OtherUNIVERSITY OF WISCONSIN MADISONUNIVERSITY OF IOWA: $7,000 · OtherUNIVERSITY OF IOWAUNIVERSITY OF MINNESOTA TWIN CITIES: $5,700 · OtherUNIVERSITY OF MINNESOTA TWIN CITIESIndividual grant recipient: $3,631 · OtherUNIVERSITY OF CHICAGO BURSAR: $2,850 · OtherUWWHITEWATER: $2,850 · OtherUNIVERSITY OF WISCONSIN PLATTEVILLE: $2,850 · Other+20 more: $22,385 · Other+20 more
Education$76,099Other$72,745

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 budgetUniversity of Notre Dame du Lac: $1,720 over 2y, 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 budgetUNIVERSITY OF SOUTHERN CALIFORNIA: $1,360 over 1y, 0.0% of budgetEmory University: $930 over 1y, 0.0% of budgetREGIS UNIVERSITY: $930 over 1y, 0.0% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR 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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds MADISON PUBLIC SCHOOLS FOUNDATION INC ↗
  • Who funds MCDANIEL COLLEGE INC ↗
  • Who funds ST CATHERINE UNIVERSITY ↗
  • Who funds THE COLLEGE OF WOOSTER ↗
  • Who funds Marquette University ↗
  • Who funds University of Notre Dame du Lac ↗
  • Who funds EDGEWOOD UNIVERSITY INC ↗
  • Who funds CASE WESTERN RESERVE UNIVERSITY ↗
  • Who funds UNIVERSITY OF DUBUQUE ↗
  • Who funds BRYN MAWR COLLEGE ↗
  • Who funds UNIVERSITY OF SOUTHERN CALIFORNIA ↗
  • Who funds Emory University ↗
  • Who funds REGIS UNIVERSITY ↗
  • Who funds THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY ↗
  • Who funds UNIVERSITY OF ROCHESTER ↗

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 Founda…National Philanthropi…The Blackbaud Giving …Vanguard Charitable E…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
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.

How much its grantees rely on government

Each dot is one organization Allen J Shafer Irrev Trust funds: left to right is the share of its income from government, bottom to top the share from Allen J Shafer Irrev Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →median 0%
  • Mcdaniel College Inc: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
1report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–25%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

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

Play a game based on Allen J Shafer Irrev’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home