Allen J Shafer Trust

Firstar Bank

Milwaukee, WI
EIN: 39-6140024

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

-$5,102

Expenses

$68,935

Net Income

-$74,037

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$297
Sales of Assets	-$5,619
Other Income	$220

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,822	99.8%
Compensation of Officers*	$126	0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$126	$0

990-PF

Filed on May 5, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$357

Expenses

$32,666

Net Income

-$32,309

Net Assets

$75,705

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,388	> 100%
Sales of Assets	-$2,037
Other Income	$6	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,917	94.6%
Compensation of Officers*	$1,421	4.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$75,705
Total Liabilities	$0
Net Assets	$75,705

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$1,421	$0

990-PF

Filed on May 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$19,110

Expenses

$17,891

Net Income

$1,219

Net Assets

$108,022

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,742	14.3%
Sales of Assets	$16,368	85.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,104	90.0%
Compensation of Officers*	$1,890	10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$108,022
Total Liabilities	$0
Net Assets	$108,022

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$1,890	$0

990-PF

Filed on May 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$4,793

Expenses

$17,152

Net Income

-$12,359

Net Assets

$106,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,747	57.3%
Sales of Assets	$2,046	42.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,390	89.7%
Compensation of Officers*	$1,900	11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$106,803
Total Liabilities	$1
Net Assets	$106,802

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$1,900	$0

990-PF

Filed on May 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$4,886

Expenses

$13,134

Net Income

-$8,248

Net Assets

$119,164

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,519	72.0%
Sales of Assets	$1,367	28.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,215	85.4%
Compensation of Officers*	$2,045	15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$119,165
Total Liabilities	$1
Net Assets	$119,164

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$2,045	$0

990-PF

Filed on July 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$4,733

Expenses

$11,219

Net Income

-$6,486

Net Assets

$127,527

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,365	71.1%
Sales of Assets	$1,368	28.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,176	81.8%
Compensation of Officers*	$2,161	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$127,527
Total Liabilities	$0
Net Assets	$127,527

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$2,161	$0

990-PF

Filed on May 2, 2019

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$3,997

Expenses

$11,398

Net Income

-$7,401

Net Assets

$133,688

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,022	75.6%
Sales of Assets	$965	24.1%
Other Income	$10	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,166	80.4%
Compensation of Officers*	$2,411	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$133,688
Total Liabilities	$0
Net Assets	$133,688

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$2,411	$0

990-PF

Filed on April 21, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$2,710

Expenses

$12,266

Net Income

-$9,556

Net Assets

$141,375

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,087	> 100%
Sales of Assets	-$577
Other Income	$200	7.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,300	84.0%
Compensation of Officers*	$2,135	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$141,375
Total Liabilities	$0
Net Assets	$141,375

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$2,135	$0

990-PF

Filed on May 5, 2017

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$4,877

Expenses

$11,381

Net Income

-$6,504

Net Assets

$150,818

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,522	72.2%
Sales of Assets	$1,355	27.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,063	79.6%
Compensation of Officers*	$2,026	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$150,818
Total Liabilities	$0
Net Assets	$150,818

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$2,026	$0

990-PF

Filed on May 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$15,209

Expenses

$10,040

Net Income

$5,169

Net Assets

$157,427

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,566	23.4%
Sales of Assets	$11,643	76.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,071	80.4%
Compensation of Officers*	$2,114	21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$157,427
Total Liabilities	$0
Net Assets	$157,427

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$2,114	$0

990-PF

Filed on May 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$17,032

Expenses

$11,328

Net Income

$5,704

Net Assets

$152,369

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,078	23.9%
Sales of Assets	$12,954	76.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,981	79.3%
Compensation of Officers*	$2,113	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$152,369
Total Liabilities	$0
Net Assets	$152,369

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$2,113	$0

990-PF

Filed on May 8, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$12,827

Expenses

$10,218

Net Income

$2,609

Net Assets

$146,664

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,031	39.2%
Sales of Assets	$7,796	60.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,271	80.9%
Compensation of Officers*	$2,007	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$146,665
Total Liabilities	$1
Net Assets	$146,664

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$8,317

Expenses

$11,042

Net Income

-$2,725

Net Assets

$144,055

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,282	51.5%
Sales of Assets	$4,035	48.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,259	83.9%
Compensation of Officers*	$1,897	17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$144,056
Total Liabilities	$1
Net Assets	$144,055

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated April 20, 2026

Allen J Shafer Trust

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001