Bernadette M Otto Charitable Foundation

TOMAH, WI EIN: 82-6538323

Bernadette M Otto Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TOMAH, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $660K in total assets. In 2024, it awarded 16 grants totaling $50K. Net investment income was $16K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$660K

-5.5% YoY

Annual Giving

$50K

+0.0% YoY

Grant Count

16

+0.0% YoY

Avg Grant Size

$3K

+0.0% YoY

About Bernadette M Otto Charitable Foundation

Based on IRS filings

Bernadette M Otto Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TOMAH, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $660K in total assets. In 2024, it awarded 16 grants totaling $50K. Net investment income was $16K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

HolmenPortageTomah

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K20202021202220232024
Metric202420232022
Total Assets$660,061$698,510$761,447
Revenue$28,498$3,022$36,088
Expenses$66,947$65,959$70,817
Qualifying Distributions$53,806$53,461$57,538
Net Investment Income$15,571$5,909$22,928
Distributable Amount$47,758$44,160$47,348

Giving Over Time

Total grant dollars and number of grants per year

$0$14K$27K$41K$54K14 grants202015 grants202115 grants202216 grants202316 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

FIRST CONGREGATIONAL UNI…$5KNEIGHBOR FOR NEIGHBOR INC$5KTOMAH AREA HISTORICAL SO…$5KVETERANS ASSISTANCE FOUN…$5KBOYS & GIRLS CLUB OF WES…$4KTOMAH CONCERT ASSOCIATION$4KAREA COMMUNITY THEATRE INC$3KFAMILIES FIRST OF MONROE…$3KKINDNESS COMMUNITY INC$3KTOMAH AREA CANCER SUPPORT$3K

Grant Size Distribution

76 grants across all recorded years

76<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

CHARLES M SCHAEVETRUSTEE$5K

From 2024 filing

NameTitleHoursCompensation
CHARLES M SCHAEVETRUSTEE1$5,000

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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