Funder DirectoryOTZEN FAMILY FOUNDATION INCORPORATED
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Private foundation (trust)EIN 391919852Est. 1998-12

OTZEN FAMILY FOUNDATION INCORPORATED

LAKE GENEVA, WI 53147

Total Assets

$3.3M

FY 2024

Annual Giving

$125K

FY 2024

Grants Made

31

FY 2024

Avg Grant

$4K

FY 2024

Grant Range

$1K–$53K

Typical

Deadlines

Applications

Focus Areas

Public Foundations

Financial Snapshot

2024 filing

Total Revenue

$146K

Total Expenses

$145K

Qualifying Distributions

$125K

Distributable Amount

$153K

Min. Investment Return

$153K

Undistributed Income

$153K

Payout rate 82%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.82%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

31 grants

Grant sizes from minimum $1K through median $1K to maximum $53K, 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

4 years

Giving over time from 2020 to 2024. Peak $130K in 2022. Hover bars for details.

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

Top Recipients

120 grants

GENEVA LAKE WATER SAFETY COMM INC
$110K
4 grants
GENEVA LAKE CONSERVANCY
$69K
4 grants
HOLIDAY HOME CAMP
$60K
4 grants
GEO WILLIAMS CAMPUS OF AURORA UNIVERSITY
$30K
3 grants
COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN
$26K
1 grant
GRAVIK ANIMAL CENTER
$25K
1 grant
KISHWAUKETOE NATURE CONSERVANCY
$12K
4 grants
SHIRLEY RYAN ABILITY LAB
$12K
4 grants

Grant Size Distribution

120 grants

<$10K
113
grants
$10–50K
4
grants
$50–250K
3
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

8 states

Wisconsin
$351K
77% of total
Florida
$49K
11% of total
Illinois
$33K
7% of total
Minnesota
$5K
1% of total
Massachusetts
$4K
1% of total
South Carolina
$4K
1% of total
New Hampshire
$4K
1% of total
Virginia
$4K
1% of total

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OTZEN FAMILY FOUNDATION INCORPORATED — Grants, Financials & Contact | Grantivo