Private Foundation

OTZEN FAMILY FOUNDATION INCORPORATED

OTZEN FAMILY FOUNDATION INCORPORATED is a Private Foundation headquartered in LAKE GENEVA, WI. Financial data from the 2025 filing: $352K revenue, $175K expenses, $3.4M total assets. IRS filings disclose 235 grants awarded by this foundation, totaling roughly $815K.

EIN: 391919852 LAKE GENEVA, WI Public Foundations NTEE: T30 Latest filing: 2025
Total Revenue$352K
Total Expenses$175K
Total Assets$3.4M
Grants Given235
Grant Total$815K
Filing Years2020–2025

Sample Grants Given

YERKES FUTURE FOUNDATION
WILLIAMS BAY, WI · 2025
PUBLIC CHARITY GIFT
$98,000
HOLIDAY HOME CAMP
WILLIAMS BAY, WI · 2025
PUBLIC CHARITY GIFT
$10,000
OUR HOUSE GRIEF SUPPORT CENTER
WOODLAND HILLS, CA · 2025
PUBLIC CHARITY GIFT
$10,000
KISHWAUKETOE NATURE CONSERVANCY
WILLIAMS BAY, WI · 2025
PUBLIC CHARITY GIFT
$3,500
SHIRLEY RYAN ABILITY LAB
CHICAGO, IL · 2025
PUBLIC CHARITY GIFT
$3,000

Showing up to 5 of 235 total records — full history available with membership.

Officers & Directors

TREASURER/MANAGER Donald J Parker Jr
PRESIDENT/DIRECTOR Karl G Otzen
SECRETARY\DIRECTOR Leigh W Otzen
DIRECTOR Liza E Gianares

Officer compensation and complete director data available with membership.

Top Grant Purposes

PUBLIC CHARITY GIFT
$815,200 235 grants

Financial Trends

Year Revenue Expenses Assets
2025 $352K $175K $3.4M
2024 $146K $145K $3.3M
2023 $609K $135K $2.9M
2022 $255K $145K $2.1M
2020 $189K $89K $2.5M

Between 2020 and 2025, reported annual revenue grew from $189K to $352K (+86%), with total assets most recently reported at $3.4M.

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

Grant Geography

Grants from this foundation were reported to recipients in CA, FL, IL, MA, MN, NH, and 3 other states.

CAFLILMAMNNHSCVAWI

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

Similar Organizations in WI

WAYNE HEIDEL-JENNIFER SEMMANN FOUNDATION
JACKSON, WI · Public Foundations
AAEM FOUNDATION INC
MILWAUKEE, WI · Public Foundations
Edgerton Hospital Capital Foundation Inc
Edgerton, WI · Public Foundations
WAICU EDUCATIONAL TECHNOLOGY CONSORTIUM INC
MADISON, WI · Public Foundations
THE MADISON CLUB CHARITABLE FOUNDATION INC
Madison, WI · Public Foundations

Browse all nonprofits & foundations in Lake Geneva, →

See the full picture for OTZEN FAMILY FOUNDATION INCORPORATED

Complete financials, all 235 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
Start Free Trial → Log In
7-day free trial Cancel any time