Oconomowoc Area Foundation Inc

Public charity · Grantmaker Milwaukee, WI EIN: 75-3266194

Oconomowoc Area Foundation Inc is a public charity based in Milwaukee, Wisconsin. Formed in 2008, it operates as a supporting organization for Greater Milwaukee Foundation, Inc., facilitating the foundation’s programs in the Oconomowoc area through charitable support, including grants to third parties.

Oconomowoc Area Foundation Inc at a glance

In short: Oconomowoc Area Foundation Inc gave $950K across 57 grants in 2024 (avg $17K), mostly in Wisconsin. 30% of 2024 grantees were new. Source: 2024 IRS Form 990.

Annual giving (2024)
$949,887
+59.6% vs 2023
Grants made (2024)
57
+58.3% vs 2023
Average grant
$16,665
+0.8% vs 2023
Median grant
$10,000
Total assets
$14,077,637
+4.5% vs 2023
New grantees (estimate)
30% first-time grantees (17 of 57, 2024)
Primary geography
Wisconsin (87% of itemized 2024 grant dollars)
Latest 990 filing
Form 990, 2024 View filing

Data from IRS Form 990, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Oconomowoc Area Foundation Inc

Contact

Mailing address: 2153 N Dr Martin Luther King Jr Dr, Milwaukee, WI 53212
Phone: (414) 272-5805

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Oconomowoc Area Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Impactassets: $76KImpactassets$76KLake Area Free Clinic: $73KLake Area Free Clinic$73KOconomowoc Scholarship Fund: $65KOconomowoc Scholarship Fund$65KRedemptorist Retreat Center: $50KRedemptorist Retreat Center$50KBoy Scouts of America-Potawatomi Council: $40KBoy Scouts ofAmerica-Potawatomi Council$40KFolds of Honor Wisconsin: $35KFolds of Honor Wisconsin$35KOconomowoc Area Historical Society: $29KOconomowoc Area HistoricalSociety$29KNavy League of the United States Madison Council: $25KNavy League of the UnitedStates Madison Council$25KWhite Stone Community Church: $25KWhite Stone Community Church$25KBlessings in a Backpack: $23KBlessings in a Backpack$23K

The largest 2024 recipient was Impactassets ($76K). Together the top 10 received $441K.

Grant Size Distribution

209 grants across all recorded years

195<$50K11$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 195 grants of 209 (93%).

Geographic Focus

Where this funder awards grants

The grant program describes its service area as the Oconomowoc Area School District and says eligible organizations, schools, and municipal agencies provide services to local residents. In 2024, 87% of grant dollars went to recipients in Wisconsin.

Grant Distribution by State

10states

Share of 2024 grant dollars across all 57 itemized grants.

Cities

OconomowocMilwaukeeWaukeshaHartlandBrookfieldLouisvilleAshippunDelafieldWalesChicagoMemphisHubertusLuxemburgPewaukeeSt FrancisWatertownWauwatosaWayzataBethesdaBoys Town

Is Oconomowoc Area Foundation Inc open to new grantees?

30%

first-time grantees, 2024

In 2024, 17 of 57 grantees (30%) were first-time recipients. First grants averaged $18K; repeat grants $16K. How we count

Medians: $8K first-time, $11K repeat.

  • 46% of 2024 grantees were also funded in 2023. Method
  • Giving grew 30% from 2021 to 2024. Method

Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M45 grants2020 30 grants2021 41 grants2022 36 grants2023 57 grants2024

From 2020 to 2024, annual grant giving ranged from $595K (2023) to $954K (2020). In 2024 it made 57 grants totaling $950K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Impactassets Bethesda, MDVeum Fund Liquidation$76,240
Lake Area Free Clinic Oconomowoc, WIDental Clinic$72,773
Oconomowoc Scholarship Fund Oconomowoc, WI2025 OSF Student Scholarships to Fund College Dreams$65,000
Redemptorist Retreat Center Oconomowoc, WISustaining Support$50,000
Boy Scouts of America-Potawatomi Council Waukesha, WIThe Building Fund$40,000
Folds of Honor Wisconsin Pewaukee, WIUnrestricted Use$35,000
Oconomowoc Area Historical Society Oconomowoc, WIUnrestricted Use$29,410
Navy League of the United States Madison Council Madison, WIUSS Beloit Commissioning$25,000
White Stone Community Church Oconomowoc, WIThe Building Fund$25,000
Blessings in a Backpack Louisville, KYBlessings in a Backpack Waukesha County$23,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2024$14,077,637$1,038,451$1,343,458$949,88757$653,894
2023$13,474,944$959,711$1,005,044$595,32636$422,565
2022$12,412,430$1,521,619$1,103,043$722,28441$283,191
2021$14,443,013$2,221,289$1,157,961$733,11230$1,577,548
2020$12,978,145$1,147,061$1,229,652$954,37445$696,633

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s stated purpose is to operate exclusively for religious, charitable, scientific, literary, and educational purposes for the benefit of Greater Milwaukee Foundation, facilitating its programs in the Oconomowoc area. Its stated purposes include supporting charitable organizations and programs in that area.

Among the organizations it supported in 2024, Lake Area Free Clinic describes its mission as providing comprehensive health care to people in need; Family Promise of Waukesha County says it helps low-income families and families experiencing homelessness achieve sustainable independence. The Oconomowoc Silver Streak describes providing transportation to ambulatory seniors and adults with disabilities. Other recipients include The Women’s Center, which says it provides safety, shelter, and support for people affected by abuse and violence, and Blessings in a Backpack, which says it provides weekend food for school-aged children who might otherwise go hungry.

Grantmaking

In filing year 2024, the foundation reported 57 grants totaling $949,887. Grant amounts ranged from $5,250 to $76,240, with a median of $10,000.

Among the largest reported grants were $76,240 to ImpactAssets, for “Veum Fund liquidation”; $72,773 to Lake Area Free Clinic, for a dental clinic; $65,000 to Oconomowoc Scholarship Fund, for 2025 student scholarships; and $50,000 to Redemptorist Retreat Center, for sustaining support. Other notable grants included $40,000 to Boy Scouts of America–Potawatomi Council for its building fund and $35,000 to Folds of Honor Wisconsin for unrestricted use.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Bob Johnson as president and Susan Kay as secretary. Directors listed are Robert W. Snyder, Terrance Holahan, Randy Bourdo, Katie Newcomb, Todd Scheid, Glenn Hanon, Calvin Schmidt, and Pat McNamee.

Oconomowoc Area Foundation Inc is led by Bob Johnson, President since 2024 (on filings since 2020); none of the 23 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Bob Johnson

    President

    Director → President, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Calvin Schmidt

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Glenn Hanon

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Katie Newcomb

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Pat McNamee

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Randy Bourdo

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Robert W. Snyder

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Terrance Holahan

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Todd Scheid

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Andrea Stack

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Kevin Pehler

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Rebbecca Seymour

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Amy Kavelaris

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Curt Downs

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Curt Olson

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Nate Zastro

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Nick Bickler

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Paul Jacobs

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Ellen Gilligan

    Secretary

    Assistant Secretary → Secretary, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Ken Robertson

    Assistant Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

  • Susan Kay

    Secretary

    On filings since 2020

    1 hr/week

    No compensation reported

  • Gregory Wesley

    Assistant Secretary

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Yelena Chester

    Assistant Treasurer

    New on the 2024 filing

    1 hr/week

    No compensation reported

Former officers (8)
  • Former: Brian Ewald (2020–2023) — Director
  • Former: Lou Morgan (2020–2023) — Director
  • Former: Sue Bickler (2020–2023) — Director
  • Former: Louis Kowieske (2020–2022) — Director
  • Former: Patricia Neudecker (2020–2022) — Director
  • Former: Rebbecca Seemore (2021–2022) — Director
  • Former: John Hogan (2020–2021) — Director
  • Former: Keith Farley (2020) — Vice Chair

Data from IRS Form 990 filings, 2020–2024. "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 Oconomowoc Area Foundation Inc

How much does Oconomowoc Area Foundation Inc give each year?

Oconomowoc Area Foundation Inc gave $950K across 57 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $595K across 36 grants.

What is Oconomowoc Area Foundation Inc's typical grant size?

Oconomowoc Area Foundation Inc's median grant in 2024 was $10,000, and its average grant was $16,665, across 57 grants on its 2024 IRS Form 990. Organizations receiving their first grant from Oconomowoc Area Foundation Inc that year got $18K on average.

Where does Oconomowoc Area Foundation Inc give grants?

Oconomowoc Area Foundation Inc gives mostly in Wisconsin: 87% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The next largest state was Maryland (8%). The most frequent recipient cities were Oconomowoc, WI (21 grants), Waukesha, WI (9 grants), Milwaukee, WI (9 grants) and Ashippun, WI (2 grants).

Does Oconomowoc Area Foundation Inc give general operating support?

Yes: 30% of Oconomowoc Area Foundation Inc's 2024 grants with a stated purpose (17 of 57) were for general or operating support, per its 2024 IRS Form 990. Recurring purposes include "Sustaining Support" (4 grants).

Who are Oconomowoc Area Foundation Inc's largest grantees?

Oconomowoc Area Foundation Inc's largest 2024 grantees include Impactassets ($76,240), Lake Area Free Clinic ($72,773) and Oconomowoc Scholarship Fund ($65,000), according to its 2024 IRS Form 990. Together they received 23% of its itemized 2024 grant dollars.

How large is Oconomowoc Area Foundation Inc?

Oconomowoc Area Foundation Inc reported $14.1M in total assets on its 2024 IRS Form 990. Its revenue that year was $1.0M.

What does Oconomowoc Area Foundation Inc fund?

The foundation’s stated purpose is to operate exclusively for religious, charitable, scientific, literary, and educational purposes for the benefit of Greater Milwaukee Foundation, facilitating its programs in the Oconomowoc area. See mission & focus areas ↑

How do I apply for a grant from Oconomowoc Area Foundation Inc?

Oconomowoc Area Foundation Inc has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.

What is Oconomowoc Area Foundation Inc's EIN?

Oconomowoc Area Foundation Inc's EIN (Employer Identification Number) is 75-3266194. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 12, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS November 10, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS November 13, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS November 13, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS November 11, 2025)
  6. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). Oconomowoc Area Foundation Inc funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/oconomowoc-area-foundation-inc-morg_5a3c0ea78e0542e58b88f2c5779eb092

BibTeX
@misc{grantable_753266194_2026,
  author       = {{Grantable}},
  title        = {{Oconomowoc Area Foundation Inc funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/oconomowoc-area-foundation-inc-morg_5a3c0ea78e0542e58b88f2c5779eb092},
  note         = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Oconomowoc Area 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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