Bernadette M Otto Charitable Foundation
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
Under IRS private-foundation payout rules, Bernadette M Otto Charitable Foundation reported a distributable amount of $48K for 2024 — the minimum it must pay out in qualifying distributions.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
76 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include First Congregational United Church of Christ ($5,000), Neighbor for Neighbor Inc ($5,000), Tomah Area Historical Society ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AREA COMMUNITY THEATRE INC TOMAH, WI | BUILDING REPAIRS AND MAINTENANCE | $3,000 |
| BOYS & GIRLS CLUB OF WEST CENTRAL WISCONSIN TOMAH, WI | GENERAL SUPPLIES | $4,000 |
| CHASING DAYLIGHT ANIMAL SHELTER INC TOMAH, WI | GENERAL SUPPLIES | $1,000 |
| FAMILIES FIRST OF MONROE COUNTY TOMAH, WI | GENERAL SUPPLIES | $3,000 |
| FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST TOMAH, WI | GENERAL SUPPLIES | $5,000 |
| KINDNESS COMMUNITY INC TOMAH, WI | GENERAL SUPPLIES | $3,000 |
| MR ED'S COMMUNITY THANSGIVING DINNER TOMAH, WI | FOOD | $2,000 |
| NEIGHBOR FOR NEIGHBOR INC TOMAH, WI | FOOD | $5,000 |
| NORTH AMERICAN SQUIRREL ASSOCIATION HOLMEN, WI | GENERAL SUPPLIES | $1,000 |
| OUR TOWN TOMAH COMMITTEE TOMAH, WI | FLOWERS | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHARLES M SCHAEVE | TRUSTEE | 1 | $5,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bernadette M Otto Charitable Foundation?
Bernadette M Otto Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TOMAH, WI. It holds $660K in total assets as of 2024.
How large is Bernadette M Otto Charitable Foundation?
As of 2024, Bernadette M Otto Charitable Foundation holds $660K in total assets with $28K in annual revenue. It awarded 16 grants totaling $50K in 2024.
Where does Bernadette M Otto Charitable Foundation operate?
Bernadette M Otto Charitable Foundation has awarded grants in Wisconsin.
What size grants does Bernadette M Otto Charitable Foundation award?
In 2024, Bernadette M Otto Charitable Foundation awarded 16 grants totaling $50K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Bernadette M Otto Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bernadette M Otto Charitable Foundation reported a distributable amount of $48K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bernadette M Otto Charitable Foundation's EIN?
Bernadette M Otto Charitable Foundation's EIN (Employer Identification Number) is 82-6538323. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bernadette M Otto Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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