George P Obertate Trust
George P Obertate Trust is a private foundation, based in Eagan, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.6M in total assets. In 2025, it awarded 1 grant totaling $206K. Net investment income was $220K.
George P Obertate Trust at a glance
In short: George P Obertate Trust gave $206K across 1 grant in 2025 (avg $206K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $206,304
- +6.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $206,304
- +6.5% vs 2024
- Median grant
- $206,304
- Total assets
- $3,638,257
- +0.1% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who George P Obertate Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Ablelight ($206K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How George P Obertate Trust gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $194K (2024) to $235K (2022). In 2025 it made 1 grant totaling $206K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ablelight Watertown, WI | General Operating | $206,304 |
Ready to take the next step with George P Obertate Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,638,257 | $282,383 | $276,460 | $206,304 | 1 | $214,069 | $219,531 | $222,161 |
| 2024 | $3,633,804 | $233,880 | $261,048 | $193,698 | 1 | $201,386 | $174,642 | $213,992 |
| 2023 | $3,660,806 | $61,347 | $265,028 | $202,994 | 1 | $210,340 | $74,947 | $201,044 |
| 2022 | $3,865,555 | $105,570 | $293,458 | $235,308 | 1 | $242,158 | $55,495 | $209,844 |
| 2021 | $4,054,549 | $363,231 | $266,945 | $204,047 | 1 | $211,182 | $310,758 | $242,443 |
| 2020 | $3,958,267 | $97,276 | $255,100 | $200,283 | 1 | — | $48,173 | $211,696 |
| 2019 | $4,108,273 | $129,359 | $259,242 | $203,284 | 1 | — | $63,093 | $207,779 |
Under IRS private-foundation payout rules, George P Obertate Trust reported a distributable amount of $222K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
George P Obertate Trust's only listed officer is US Bank N A, Trustee on filings since 2019 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2019
1 hr/week
$50K (2019) → $62K (2025)
Former officers (1)
- Former: US Bank NA (2023–2024) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $62K, to US Bank N a (Trustee).
Frequently asked questions about George P Obertate Trust
How much does George P Obertate Trust give each year?
George P Obertate Trust gave $206K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $194K across 1 grant.
How large is George P Obertate Trust?
George P Obertate Trust reported $3.6M in total assets on its 2025 IRS Form 990-PF. It paid out $214K in qualifying distributions that year, against a required minimum of $222K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does George P Obertate Trust operate?
George P Obertate Trust has awarded grants in Wisconsin.
What is George P Obertate Trust's EIN?
George P Obertate Trust's EIN (Employer Identification Number) is 37-6140950. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
Explore Open Grants
Browse active grant opportunities in George P Obertate Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Minnesota
Developmental Pathways Inc
Aurora, CO
Developmental Pathways funds Colorado organizations that support people with developmental disabilities or delays and their families, including services for housing, independence, early intervention, and advocacy. In 2025, its 45 grants ranged from $5,000 to $2,666,000, with a median of $24,000. The available information does not state whether it accepts unsolicited requests.
Assets
$59.1M
Grants
45
Total Given
$4.2M
Neumann Family Foundation Inc
Milwaukee, WI
The Neumann Family Foundation supports organizations working in areas including Christian ministry, education, health care, veterans’ services, and civic leadership, with most 2024 funding going to Wisconsin and smaller shares to Virginia and Minnesota. Its 24 grants ranged from $5,000 to $50,000, with a median of $10,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$5.7M
Grants
24
Total Given
$335K
Daniels Fund
Denver, CO
The Daniels Fund supports nonprofits working in aging, amateur sports, disabilities, addiction, early childhood and K–12 education, homelessness, and youth development. Its 2024 grants had a median of about $14,000, primarily for organizations in Colorado, New Mexico, Utah, and Wyoming; select national-impact programs are also eligible, by invitation only.
Assets
$1.4B
Grants
1,593
Total Given
$69.7M
Carl W & Carrie Mae Joslyn Charitable Trust
Chicago, IL
The trust funds 501(c)(3) nonprofits serving charitable needs in El Paso County, Colorado, across areas including youth and family services, education, health, arts, the environment, and animal welfare. Its 2025 grants ranged from $1,500 to $8,000, with a median of $2,750. It accepts requests through JPMorgan Chase Bank’s online grants process and says it does not limit giving to preselected organizations.
Assets
$2.1M
Grants
36
Total Given
$126K
The Dauwalter Family Foundation
Chanhassen, MN
The Dauwalter Family Foundation supports charitable organizations working in areas such as food access, hunger relief, faith-based ministry, humanitarian aid, community services, and medical research. In 2024, grants ranged from $100 to $15,000, with a median of $1,000; most funding went to Minnesota, with grants also made in other states. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$2.0M
Grants
46
Total Given
$85K
The Walser Foundation
Bloomington, MN
The Walser Foundation supports education and career-training programs, including workforce development, in communities across Minnesota, Kansas, Illinois, New Mexico, and Georgia. Its 2024 grants ranged from $250 to $50,000, with a median of $5,000. It accepts unsolicited requests; organizations may apply once a year.
Assets
$12.2M
Grants
189
Total Given
$1.4M
More similar funders
More Funders in Minnesota
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from George P Obertate Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
George P Obertate Trust down — hundreds of funders to go?