Private Foundation

GEORGE P OBERTATE TRUST

GEORGE P OBERTATE TRUST is a Private Foundation headquartered in EAGAN, MN. Financial data from the 2025 filing: $282K revenue, $276K expenses, $3.6M total assets. IRS filings disclose 9 grants awarded by this foundation, totaling roughly $1.9M.

EIN: 376140950 EAGAN, MN Latest filing: 2025

Total Revenue$282K

Total Expenses$276K

Total Assets$3.6M

Grants Given9

Grant Total$1.9M

Filing Years2021–2025

Sample Grants Given

ABLELIGHT

WATERTOWN, WI · 2025

GENERAL OPERATING

$206,304

ABLELIGHT

WATERTOWN, WI · 2024

GENERAL OPERATING

$193,698

BETHESDA LUTHERAN COMMUNITIES INC

WATERTOWN, WI · 2023

GENERAL OPERATING

$202,994

BETHESDA LUTHERAN COMMUNITIES INC

WATERTOWN, WI · 2022

GENERAL OPERATING

$235,308

BETHESDA LUTHERAN COMMUNITIES INC

WATERTOWN, WI · 2021

GENERAL OPERATING

$204,047

Showing up to 5 of 9 total records — full history available with membership.

Officers & Directors

TRUSTEE Us Bank N A

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATING

$1,870,454 9 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$282K	$276K	$3.6M
2024	$234K	$261K	$3.6M
2023	$61K	$265K	$3.7M
2022	$106K	$293K	$3.9M
2021	$363K	$267K	$4.1M

Between 2021 and 2025, reported annual revenue declined from $363K to $282K (-22%), with total assets most recently reported at $3.6M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in WI.

Full geographic grant map with state-by-state breakdown available with membership.

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