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.

Key facts about John Oster Family Foundation Inc

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.

EIN
39-6057530
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$3,500
Grants made (2024)
3
Average grant
$1,167
Median grant
$1,000
Total assets
$1,019,551
Primary geography
Wisconsin (100% of itemized 2024 grant dollars)

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

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.0M

+4.0% YoY

Annual Giving

$4K

+366.7% YoY

Grant Count

3

+200.0% YoY

Avg Grant Size

$1K

+55.6% YoY

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.

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.

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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

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.

Grant Insights

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%).

Giving History

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

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2018 2020 2021 2022 2023 2024
Metric202420232022
Total Assets$1,019,551$979,903$879,484
Revenue$56,169$31,099$27,901
Expenses$58,498$55,898$47,337
Qualifying Distributions$3,500$750$500
Net Investment Income$51,410$30,172$25,556
Distributable Amount$49,498$45,860$47,936

Data update history

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

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.

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