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Private Foundation · WI · Public Foundations

Otzen Family Foundation Inc

Lake Geneva, WI  ·  EIN 391919852  ·  Website (ProPublica) ↗  ·  990s on ProPublica ↗

Assets

$3.3M

Total Giving

$437K

Grants on File

121

Average Grant

$4K

Giving Radius

Where Otzen Family Foundation Inc Has Given

AK — no grants on file AL — no grants on file AR — no grants on file AZ — no grants on file CA — no grants on file CO — no grants on file CT — no grants on file DC — no grants on file DE — no grants on file FL — $49K across 24 grants GA — no grants on file HI — no grants on file IA — no grants on file ID — no grants on file IL — $34K across 20 grants IN — no grants on file KS — no grants on file KY — no grants on file LA — no grants on file MA — $4K across 4 grants MD — no grants on file ME — no grants on file MI — no grants on file MN — $5K across 4 grants MO — no grants on file MS — no grants on file MT — no grants on file NC — no grants on file ND — no grants on file NE — no grants on file NH — $4K across 4 grants NJ — no grants on file NM — no grants on file NV — no grants on file NY — no grants on file OH — no grants on file OK — no grants on file OR — no grants on file PA — no grants on file RI — no grants on file SC — $4K across 4 grants SD — no grants on file TN — no grants on file TX — no grants on file UT — no grants on file VA — $4K across 4 grants VT — no grants on file WA — no grants on file WI — $330K across 56 grants WV — no grants on file WY — $3K across 1 grant
Historical grants to 36 recipients across 9 states. Top concentrations: LAKE GENEVA ($148K, 27 grants), WILLIAMS BAY ($142K, 15 grants), KEY LARGO ($41K, 16 grants), JANESVILLE ($26K, 1 grant), CHICAGO ($18K, 10 grants).

Section I

How to Apply

No application guidelines on file — check the foundation's website directly.

On Unsolicited Proposals no

Section IV

Recent Grants

Recipient Amount Year
Holiday Home Camp $10K 2020
Shirley Ryan Ability Lab $3K 2020
Geneva Lake Association INC $1K 2020
Hazeldon Foundation $1K 2020
Northwestern University Feinberg School of Medicine $1K 2020
Orcat $1K 2020
Community Foundation of Southern Wisconsin $26K 2020
Geneva Area Foundation $1K 2020
Geneva Lake Sailing School $1K 2020
Habitat for Humanity of the Upper Keys $1K 2020
Latin School of Chicago $1K 2020
Nazareth Academy $2K 2020
Ocean Reef Chapel Foundation $1K 2020
Ocean Reef Protestant Foundation $1K 2020
Berkshire School $1K 2020
Cardigan Mountain School $1K 2020
Design Foundation (Idsa Undergrad Sch Fund) $1K 2020
Environmental Education Foundation $1K 2020
Geneva Lake Conservancy $1K 2020
Geneva Lake Environmental Agency $1K 2020
Geneva Lake Water Safety Comm INC $2K 2020
Geo Williams Campus of Aurora University $10K 2020
Keys Children Foundation $1K 2020
Kishwauketoe Nature Conservancy $2K 2020
St Isaac Jogues Psa $1K 2020

Page 1 of 5 · 121 total

Section VI

Filing History

Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.

Year Total Assets Qualifying Distributions Total Revenue Total Expenses
2023 $2.9M $125K $609K $135K
2022 $2.1M $120K $255K $145K
2021 $3.2M $138K $322K $123K
2020 $2.5M $101K $189K $89K
2019 $1.9M $86K $92K $91K
2015 $1.2M $61K $19K $64K
2014 $1.2M $58K $21K $57K
2013 $1.2M $54K $12K $49K
2012 $1.0M $49K $18K $54K
2011 $951K $46K $35K $52K

Section VII

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