John Oster Family Foundation Inc

Private foundation · Grantmaker Milwaukee, WI EIN: 39-6057530

John Oster Family Foundation Inc is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2018 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 3 grants totaling $4K. Net investment income was $51K.

John Oster Family Foundation Inc at a glance

In short: John Oster Family Foundation Inc gave $4K across 3 grants in 2024 (avg $1K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$3,500
+366.7% vs 2023
Grants made (2024)
3
+200.0% vs 2023
Average grant
$1,167
+55.6% vs 2023
Median grant
$1,000
Total assets
$1,019,551
+4.0% vs 2023
Primary geography
Wisconsin (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026.

Who John Oster Family Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

American Heart Association: $2KAmerican Heart Association$2KCity Forward Collective: $1KCity Forward Collective$1KMilwaukee School of Engineering: $1KMilwaukee School ofEngineering$1K

The largest 2024 recipient was American Heart Association ($2K). Together the top 3 received $4K.

Grant Size Distribution

102 grants across all recorded years

102<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 102 grants of 102 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states

Share of 2024 grant dollars across all 3 itemized grants.

Cities

MilwaukeeLake WalesMadisonChicagoBrookfieldGolfKey LargoPrincetonSpringfieldWashingtonWawautosaWellesley HillsWest AllisWinter HavenBaysideMequonEast MorichesOconomowocRochester

How John Oster Family Foundation Inc gives

  • Giving fell 94% from 2021 to 2024. Method
  • In 2024 it paid out 7% 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

$0$20K$40K$60K39 grants2018 46 grants2020 51 grants2021 1 grant2022 1 grant2023 3 grants2024

From 2018 to 2024, annual grant giving ranged from $500 (2022) to $56K (2021). In 2024 it made 3 grants totaling $4K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
American Heart Association Milwaukee, WICivic Enhancement$1,500
City Forward Collective Milwaukee, WICivic Enhancement$1,000
Milwaukee School of Engineering Milwaukee, WICivic Enhancement$1,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$1,019,551$56,169$58,498$3,5003$3,500$51,410$49,498
2023$979,903$31,099$55,898$7501$750$30,172$45,860
2022$879,484$27,901$47,337$5001$500$25,556$47,936
2021$1,081,576$63,607$59,102$55,50051$55,500$63,783$50,427
2020$1,002,437$29,110$55,137$51,00046—$22,454$48,192
2018$949,457$52,750$45,702$44,50039—$52,704$43,935

Under IRS private-foundation payout rules, John Oster Family Foundation Inc reported a distributable amount of $49K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

John Oster Family Foundation Inc's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Jose M. Ferrer IV

    Trustee

    On filings since 2018

    No compensation reported

  • Penelope O. Ferrer

    Trustee

    On filings since 2022

    No compensation reported

Former officers (2)
  • Former: John Oster (2018–2021) — Trustee
  • Former: Victoria W. Berggren (2018–2021) — Trustee

Data from IRS Form 990 filings, 2018–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about John Oster Family Foundation Inc

How much does John Oster Family Foundation Inc give each year?

John Oster Family Foundation Inc gave $4K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $750 across 1 grant.

What is John Oster Family Foundation Inc's typical grant size?

John Oster Family Foundation Inc's median grant in 2024 was $1,000, and its average grant was $1,167, across 3 grants on its 2024 IRS Form 990-PF.

Where does John Oster Family Foundation Inc give grants?

John Oster Family Foundation Inc gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Milwaukee, WI (3 grants).

Does John Oster Family Foundation Inc give general operating support?

Not in 2024: none of the 3 grants with a stated purpose on John Oster Family Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Civic Enhancement" (3 grants).

How large is John Oster Family Foundation Inc?

John Oster Family Foundation Inc reported $1.0M in total assets on its 2024 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $49K (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.

What is John Oster Family Foundation Inc's EIN?

John Oster Family Foundation Inc's EIN (Employer Identification Number) is 39-6057530. IRS Form 990 filing data is available on this page for 2018–2024.

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

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2018 (received by the IRS September 3, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS February 7, 2023)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 16, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS January 13, 2026)
  7. IRS filings on file for fiscal years 2018–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from John Oster Family Foundation Inc'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.

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