Funder DirectoryFRANCIS R & RUTH E OBERREICH
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Private foundation (trust)EIN 391941148Est. 1999-04

FRANCIS R & RUTH E OBERREICH

MARKESAN, WI 539460400

Accepts unsolicited proposals

Total Assets

$3.0M

FY 2023

Annual Giving

$139K

FY 2023

Grants Made

43

FY 2023

Avg Grant

$3K

FY 2023

Grant Range

$15–$17K

Typical

Deadlines

No specific deadline

Applications

Focus Areas

Education

Financial Snapshot

2023 filing

Total Revenue

$263K

Total Expenses

$214K

Qualifying Distributions

$169K

Distributable Amount

$151K

Min. Investment Return

$149K

Undistributed Income

$107K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

43 grants

Grant sizes from minimum $15 through median $2K to maximum $17K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $154K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

121 grants

GREEN LAKE GREENWAYS
$100K
2 grants
ST JOHN THE BAPTIST CATHOLIC CHURCH
$24K
3 grants
FOND DU LAC COUNTY SHERIFF
$21K
3 grants
CITY OF MARKESAN - DOG PARK
$17K
1 grant
MARIAN UNIVERSITY
$16K
3 grants
THE ARC FOND DU LAC INC
$15K
2 grants
CITY OF FOND DU LAC
$14K
2 grants
MARKESAN DISTRICT SCHOOLS
$12K
3 grants

Grant Size Distribution

121 grants

<$10K
114
grants
$10–50K
7
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Wisconsin
$419K
98% of total
District of Columbia
$3K
1% of total
Indiana
$2K
0% of total
Nebraska
$1K
0% of total
Illinois
$1K
0% of total
Colorado
$1K
0% of total

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FRANCIS R & RUTH E OBERREICH — Grants, Financials & Contact | Grantivo