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EIN 39-1919852

Otzen Family Foundation Incorporated

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Lake Geneva
State
Wisconsin
Year formed
1998
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
Otzen Family Foundation Incorporated is a private foundation located in Lake Geneva, WI. It primarily funds public charity gifts and has made 32 grants last year. Among its grantees are Yerkes Future Foundation and other organizations.
Total revenues
$608,503
2023
Total expenses
$135,413
2023
Total assets
$2,942,019
2023
Num. employees
0
2023

Program areas at Otzen Family Foundation Incorporated

Not applicable

Grants made by Otzen Family Foundation Incorporated

GranteeGrant descriptionAmount
Yerkes Future FoundationPublic Charity Gift$2,000
Geneva Lake Level CorporationPublic Charity Gift$1,500
The Berkshire SchoolPublic Charity Gift$1,000
...and 13 more grants made

Personnel at Otzen Family Foundation Incorporated

NameTitleCompensation
Donald J ParkerManager$0

Financials for Otzen Family Foundation Incorporated

RevenuesFYE 12/2023
Total grants, contributions, etc.$500,000
Investment income and dividends$33,380
Net rental income$0
Net gain from sale of non-inventory assets$75,123
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$608,503

Form 990s for Otzen Family Foundation Incorporated

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-15990PFView PDF
2022-122023-09-14990PFView PDF
2021-122022-11-10990PFView PDF
2020-122021-08-17990PFView PDF
2019-122021-06-10990PFView PDF
...and 8 more Form 990s
Data update history
November 13, 2023
Posted financials
Added Form 990PF for fiscal year 2022
August 7, 2023
Posted financials
Added Form 990PF for fiscal year 2021
May 24, 2023
Used new vendors
Identified 1 new vendor, including
August 14, 2022
Posted financials
Added Form 990PF for fiscal year 2020
October 19, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 190
Lake Geneva, WI 53147
County
Walworth County, WI
Phone
(262) 248-7878
IRS details
EIN
39-1919852
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1998
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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