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Otzen Family Foundation Inc. is a private corporation based in LAKE GENEVA, WI. The foundation received its IRS ruling in 1998. The principal officer is Circle L Capital Management Co. It holds total assets of $3.4M. Annual income is reported at $673K. Total assets have grown from $951K in 2011 to $2.9M in 2023. The foundation is governed by 5 officers and trustees. 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. The foundation primarily funds organizations in Wisconsin, Florida and Illinois. According to available records, Otzen Family Foundation Inc. has made 61 grants totaling $239K, with a median grant of $1K. The foundation has distributed between $109K and $130K annually from 2021 to 2022. Individual grants have ranged from $1K to $66K, with an average award of $4K. The foundation has supported 33 unique organizations. The foundation primarily supports organizations in Wisconsin, Florida, Illinois, which account for 82% of all grants. Grantmaking reaches organizations across 9 states. Contributions to this foundation are tax-deductible.
Otzen Family Foundation Inc. reported 61 individual grants totaling $239,433 between 2021 and 2022 across its IRS Form 990-PF filings, with a median grant of $1,000. Half of those grants fell between $1,000 and $2,200. Its largest single grant in the record was $66,000. Its most recent available filing, for fiscal year 2023, reports $135,413 in total giving.
The largest share of grants went to organizations in WI (28 of 61), followed by FL (12) and IL (10). In total the foundation's grantees span 9 states. Of its 33 distinct grantees, 85 percent received funding more than once, so repeat relationships are the norm rather than the exception. Its largest institutional recipients were Geneva Lake Conservancy ($67,000), Holiday Home Camp ($30,000) and Yerkes Future Foundation ($28,533).
Computed from 61 individual grant records (2021–2022) in this foundation's IRS Form 990-PF Part XV filings, reaching 9 states. Source: IRS 990-PF.
Smallest Grant
$1K
Median Grant
$1K
Average Grant
$3K
Largest Grant
$26K
Based on 32 grants from the most recent 990-PF filing.
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.
Otzen Family Foundation Inc. primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 61 grants. Its grantmaking reaches organizations primarily in WI, FL, IL.
Otzen Family Foundation Inc. has distributed a total of $239K across 61 grants. The median grant size is $1K, with an average of $4K. Individual grants have ranged from $1K to $66K.
Otzen Family Foundation Inc. typically selects its grantees rather than accepting unsolicited proposals.
Otzen Family Foundation Inc. is headquartered in LAKE GENEVA, WI. While based in WI, the foundation distributes grants to organizations across 9 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Karl G Otzen | PRESIDENT/DIRECTOR | $0 | $0 | N/A |
| Liza E Gianares | DIRECTOR | $0 | $0 | N/A |
| Leigh W Otzen | DIRECTOR | $0 | $0 | N/A |
| Donald J Parker Jr | TREASURER/MANAGER | $0 | $0 | N/A |
| Judy Steininger | SECRETARY | $0 | $0 | N/A |
Total Giving
$135K
Total Assets
$2.9M
Fair Market Value
$2.9M
Net Worth
$2.9M
Grants Paid
$119K
Contributions
$500K
Net Investment Income
$33K
Distribution Amount
$125K
Total Grants
61
Total Giving
$239K
Average Grant
$4K
Median Grant
$1K
Unique Recipients
33
Most Common Grant
$1K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Geneva Lake ConservancyPUBLIC CHARITY GIFT | Lake Geneva, WI | $66K | 2022 |
| Holiday Home CampPUBLIC CHARITY GIFT | Williams Bay, WI | $20K | 2022 |
| Geo Williams Campus Of Aurora UniversityPUBLIC CHARITY GIFT | Williams Bay, WI | $10K | 2022 |
| Shirley Ryan Ability LabPUBLIC CHARITY GIFT | Chicago, IL | $3K | 2022 |
| Kishwauketoe Nature ConservancyPUBLIC CHARITY GIFT | Williams Bay, WI | $3K | 2022 |
| Geneva Lake Water Safety Comm IncPUBLIC CHARITY GIFT | Lake Geneva, WI | $3K | 2022 |
| Nazareth AcademyPUBLIC CHARITY GIFT | La Grange Park, IL | $3K | 2022 |
| Yerkes Future FoundationPUBLIC CHARITY GIFT | Williams Bay, WI | $2K | 2022 |
| Hazeldon FoundationPUBLIC CHARITY GIFT | St Paul, MN | $1K | 2022 |
| Geneva Lake Association IncPUBLIC CHARITY GIFT | Lake Geneva, WI | $1K | 2022 |
| Ocean Reef Chapel FoundationPUBLIC CHARITY GIFT | Key Largo, FL | $1K | 2022 |
| Ocean Reef Protestant FoundationPUBLIC CHARITY GIFT | Key Largo, FL | $1K | 2022 |
| Berkshire SchoolPUBLIC CHARITY GIFT | Sheffield, MA | $1K | 2022 |
| OrcatPUBLIC CHARITY GIFT | Key Largo, FL | $1K | 2022 |
| Design Foundation (Idsa Undergrad Sch Fund)PUBLIC CHARITY GIFT | Dulles, VA | $1K | 2022 |
| Friends Of The Lake Geneva Public LibraryPUBLIC CHARITY GIFT | Lake Geneva, WI | $1K | 2022 |
| Geneva Lake Environmental AgencyPUBLIC CHARITY GIFT | Lake Geneva, WI | $1K | 2022 |
| Geneva Lake MuseumPUBLIC CHARITY GIFT | Lake Geneva, WI | $1K | 2022 |
| Geneva Lake Sailing SchoolPUBLIC CHARITY GIFT | Fontana, WI | $1K | 2022 |
| Geneva Area FoundationPUBLIC CHARITY GIFT | Lake Geneva, WI | $1K | 2022 |
| Habitat For Humanity Of The Upper KeysPUBLIC CHARITY GIFT | Big Pine Key, FL | $1K | 2022 |
| Cardigan Mountain SchoolPUBLIC CHARITY GIFT | Canaan, NH | $1K | 2022 |
| Keys Children FoundationPUBLIC CHARITY GIFT | Key Largo, FL | $1K | 2022 |
| Classic Car Club Of America MuseumPUBLIC CHARITY GIFT | Rolling Meadows, IL | $1K | 2022 |
| Environmental Education FoundationPUBLIC CHARITY GIFT | Fontana, WI | $1K | 2022 |
| Stetson UniversityPUBLIC CHARITY GIFT | Deland, FL | $1K | 2022 |
| William Guy Forbeck Research FoundationPUBLIC CHARITY GIFT | Hilton Head Island, SC | $1K | 2022 |
| Wisconsin Historical SocietyPUBLIC CHARITY GIFT | Madison, WI | $1K | 2022 |
| Latin School Of ChicagoPUBLIC CHARITY GIFT | Chicago, IL | $1K | 2022 |
| St John'S Health FoundationPUBLIC CHARITY GIFT | Jackson, WY | $3K | 2021 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI