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George P Obertate Trust 36504 is a private trust based in SAINT PAUL, MN. The foundation received its IRS ruling in 2003. The principal officer is Us Bank N A Ttee. It holds total assets of $3.6M. Annual income is reported at $1.5M. Total assets have grown from $1.1M in 2011 to $3.7M in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, George P Obertate Trust 36504 has made 4 grants totaling $875K, with a median grant of $220K. Annual giving has grown from $200K in 2020 to $471K in 2022. Individual grants have ranged from $200K to $235K, with an average award of $219K. Grant recipients are concentrated in Wisconsin. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
George P Obertate Trust 36504 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in WI.
George P Obertate Trust 36504 has distributed a total of $875K across 4 grants. The median grant size is $220K, with an average of $219K. Individual grants have ranged from $200K to $235K.
George P Obertate Trust 36504 typically selects its grantees rather than accepting unsolicited proposals.
George P Obertate Trust 36504 is headquartered in SAINT PAUL, MN.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank Na | TRUSTEE | $58K | $0 | $58K |
Total Giving
$265K
Total Assets
$3.7M
Fair Market Value
$4.3M
Net Worth
$3.7M
Grants Paid
$203K
Contributions
N/A
Net Investment Income
$75K
Distribution Amount
$201K
Total: $770K
Total Grants
4
Total Giving
$875K
Average Grant
$219K
Median Grant
$220K
Unique Recipients
1
Most Common Grant
$235K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Bethesda Lutheran Communities IncGENERAL OPERATING | Watertown, WI | $235K | 2022 |