Private Foundation

OTZEN FAMILY FOUNDATION INCORPORATED

OTZEN FAMILY FOUNDATION INCORPORATED is a Private Foundation headquartered in LAKE GENEVA, WI. Financial data from the 2024 filing: $146K revenue, $145K expenses, $3.3M total assets. IRS filings disclose 204 grants awarded by this foundation, totaling roughly $660K.

EIN: 391919852 LAKE GENEVA, WI Latest filing: 2024

Total Revenue$146K

Total Expenses$145K

Total Assets$3.3M

Grants Given204

Grant Total$660K

Filing Years2019–2024

Sample Grants Given

GENEVA LAKE WATER SAFETY COMM INC

LAKE GENEVA, WI · 2024

PUBLIC CHARITY GIFT

$52,500

GRAVIK ANIMAL CENTER

KEY LARGO, FL · 2024

PUBLIC CHARITY GIFT

$25,000

HOLIDAY HOME CAMP

WILLIAMS BAY, WI · 2024

PUBLIC CHARITY GIFT

$10,000

KISHWAUKETOE NATURE CONSERVANCY

WILLIAMS BAY, WI · 2024

PUBLIC CHARITY GIFT

$3,500

GENEVA LAKE SAILING SCHOOL

FONTANA, WI · 2024

PUBLIC CHARITY GIFT

$3,000

Showing up to 5 of 204 total records — full history available with membership.

Officers & Directors

TREASURER/MANAGER Donald J Parker Jr

SECRETARY Judy Steininger

PRESIDENT/DIRECTOR Karl G Otzen

DIRECTOR Leigh W Otzen

DIRECTOR Liza E Gianares

Officer compensation and complete director data available with membership.

Top Grant Purposes

PUBLIC CHARITY GIFT

$660,000 204 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$146K	$145K	$3.3M
2023	$609K	$135K	$2.9M
2022	$255K	$145K	$2.1M
2020	$189K	$89K	$2.5M
2019	$92K	$91K	$1.9M

Between 2019 and 2024, reported annual revenue grew from $92K to $146K (+59%), with total assets most recently reported at $3.3M.

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

Grant Geography

Grants from this foundation were reported to recipients in FL, IL, MA, MN, NH, SC, and 2 other states.

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

See the full picture for OTZEN FAMILY FOUNDATION INCORPORATED

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