George P Obertate Trust
George P Obertate Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 1 grants totaling $194K. Net investment income was $175K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.6M
-0.7% YoY
Annual Giving
$194K
-4.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$194K
-4.6% YoY
Under IRS private-foundation payout rules, George P Obertate Trust reported a distributable amount of $214K for 2024 — the minimum it must pay out in qualifying distributions.
About George P Obertate Trust
Based on IRS filings
George P Obertate Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 1 grants totaling $194K. Net investment income was $175K.
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 | $3,633,804 | $3,660,806 | $3,865,555 |
| Revenue | $233,880 | $61,347 | $105,570 |
| Expenses | $261,048 | $265,028 | $293,458 |
| Qualifying Distributions | $201,386 | $210,340 | $242,158 |
| Net Investment Income | $174,642 | $74,947 | $55,495 |
| Distributable Amount | $213,992 | $201,044 | $209,844 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ablelight ($193,698).
| Recipient | Purpose | Amount |
|---|---|---|
| ABLELIGHT WATERTOWN, WI | GENERAL OPERATING | $193,698 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE | 1 | $61,732 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is George P Obertate Trust?
George P Obertate Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $3.6M in total assets as of 2024.
How large is George P Obertate Trust?
As of 2024, George P Obertate Trust holds $3.6M in total assets with $234K in annual revenue. It awarded 1 grants totaling $194K in 2024.
Where does George P Obertate Trust operate?
George P Obertate Trust has awarded grants in Wisconsin.
What size grants does George P Obertate Trust award?
In 2024, George P Obertate Trust awarded 1 grants totaling $194K — an average of about $194K per grant, based on its IRS Form 990 filings.
How much is George P Obertate Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, George P Obertate Trust reported a distributable amount of $214K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.