Civic Intelligence

Forest H Schafer Foundation Incorporated

990PF • Fiscal year 2021 • EIN 39-6048425

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 26, 2022

Organization Profile
199 7th StreetClintonville, WI 54929

(501) 519-4442

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

96th percentile

91%

Higher net margin than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

54th percentile

6.3%

Faster asset growth than 54% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

52%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$111,229

Up $6,551 (+6.3%) from 2020

Net Assets

Up

$111,229

Up $6,551 (+6.3%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin96th percentile

Revenue

Up

$7,224

Up $2,482 (+52%) from 2020

Expenses

Down

$674

Down $7,071 (-91%) from 2020

Net Income

Up

$6,550

Up $9,553 (+318%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $237,012Liabilities 2011: $02011Assets 2012: $221,421Liabilities 2012: $0Net Assets 2012: $221,4212012Assets 2013: $208,667Liabilities 2013: $1Net Assets 2013: $208,6672013Assets 2014: $183,433Liabilities 2014: $1Net Assets 2014: $183,4332014Assets 2015: $157,729Liabilities 2015: $1Net Assets 2015: $157,7292015Assets 2016: $151,666Liabilities 2016: $0Net Assets 2016: $151,6662016Assets 2019: $107,681Liabilities 2019: $02019Assets 2020: $104,678Liabilities 2020: $1Net Assets 2020: $104,6782020Assets 2021: $111,229Liabilities 2021: $1Net Assets 2021: $111,2292021Assets 2022: $114,398Liabilities 2022: $1Net Assets 2022: $114,3982022Assets 2023: $117,999Liabilities 2023: $1Net Assets 2023: $117,9992023Assets 2024: $119,121Liabilities 2024: $0Net Assets 2024: $119,1212024

Highlighted filing

2021

Assets$111,229
Liabilities$1
Net Assets$111,229
Open 2021 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2011: $3,376Expenses 2011: $17,025Net Income 2011: -$13,6492011Expenses 2012: $19,2412012Revenue 2013: $5,441Expenses 2013: $18,802Net Income 2013: -$13,3612013Revenue 2014: $16,013Expenses 2014: $40,747Net Income 2014: -$24,7342014Revenue 2015: $13,873Expenses 2015: $39,327Net Income 2015: -$25,4542015Revenue 2016: $11,886Expenses 2016: $17,949Net Income 2016: -$6,0632016Revenue 2019: $5,238Expenses 2019: $7,005Net Income 2019: -$1,7672019Revenue 2020: $4,742Expenses 2020: $7,745Net Income 2020: -$3,0032020Revenue 2021: $7,224Expenses 2021: $674Net Income 2021: $6,5502021Revenue 2022: $5,648Expenses 2022: $2,479Net Income 2022: $3,1692022Revenue 2023: $4,882Expenses 2023: $1,283Net Income 2023: $3,5992023Revenue 2024: $8,451Expenses 2024: $7,067Net Income 2024: $1,3842024

Highlighted filing

2021

Revenue$7,224
Expenses$674
Net Income$6,550
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 26, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN P SCHAFERPresidenttreasuer-$0--
TODD C SCHAFERVice President-$0--
ANNE M FUGESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Forest H Schafer Foundation
EIN
39-6048425
In Care Of
% Todd Schafer
Phone
5015194442
Address
199 7th Street, Clintonville, WI 54929

Signing Officer

Name
Todd Schafer
Title
Vice President
Phone
5015194442
Signed
2022-02-26
Raw XML Appendix277 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Stifel
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt03059
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt03059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt07604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt126046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt230197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt345459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt012063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt130799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt231928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt361948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0American Balance Fund A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Capital Income Builder
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Franklin Income CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Income Fund of America CL A
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt04165
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03059
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt07224
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt07224
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03059
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0629
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0629
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04165
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04165
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06550
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03059
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03059
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07224
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt045
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0629
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0674
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07224
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07224
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03059
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06550
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0111228
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0104678
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0111228
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06264
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06264
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06264
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06364
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0100
IRS990PF/DistributableAmountGrp/TotalTaxAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0138661
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0102081
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0109306
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0136738
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0104678
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0111229
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02597
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01923
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01923
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0104678
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0111229
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0138661
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0104678
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0111229
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0104678
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0111229
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0129214
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02260
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0126954
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01938
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06364
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0127276
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0129214
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN P SCHAFER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TODD C SCHAFER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANNE M FUGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PresidentTreasuer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0199 7th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11149 Stone Kirk Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt210405 County Road I
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Clintonville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Raleigh
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Clintonville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd054929
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd127614
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd254929
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0629
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0629
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0199 7th Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Clintonville
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054929
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0John P Schafer
IRS990PF/StatementsRegardingActyGrp/PhoneNum07158234704
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Written letter stating reason and purpose for the funds requested
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOHN SCHAFER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07158234704
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0199 7th Street
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Clintonville
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd054929
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Limited by geographical areas which is within 100 miles
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt060 days prior to when funds needed
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Program support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Program support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Clintonville Area Chamber
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Clintonville Goodfellows
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 S Main
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 135
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Clintonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Clintonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054929
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154929
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0629
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0629
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06264
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0749
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07640
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt029751
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07595
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07595
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt038279
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0749
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0139
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07640
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt029751
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0629
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045874
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt045874
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05635
TaxesSchedule/TaxesDetail/Amt045
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Tax Paid
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD SCHAFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum05015194442
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Forest H Schafer Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Forest H Schafer Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0396048425
ReturnHeader/Filer/InCareOfNm0% Todd Schafer
ReturnHeader/Filer/PhoneNum05015194442
ReturnHeader/Filer/USAddress/AddressLine1Txt0199 7th Street
ReturnHeader/Filer/USAddress/CityNm0Clintonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054929
ReturnHeader/ReturnTs02022-02-26T11:28:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TODD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHAFER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,229
Liabilities
$1
Net assets
$111,229
Revenue
$7,224
Expenses
$674
Net income
$6,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.08$0.07$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.05$0.01$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.06$0.02$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.07$0.01$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.05$0.08$0.03
2019Summary only. Only limited summary data is available for this year.$1.08$0.00$0.05$0.07$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.12$0.18$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.14$0.39$0.25
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.16$0.41$0.25
2013Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.05$0.19$0.13
2012Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.19
2011Summary only. Only limited summary data is available for this year.$2.37$0.00$0.03$0.17$0.14