Oertle Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $675K in total assets. In 2025, it awarded 4 grants totaling $45K. Net investment income was $84K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$675K
+4.8% YoY
Annual Giving
$45K
+28.6% YoY
Grant Count
4
+100.0% YoY
Avg Grant Size
$11K
-35.7% YoY
Under IRS private-foundation payout rules, Oertle Foundation reported a distributable amount of $40K for 2025 — the minimum it must pay out in qualifying distributions.
About Oertle Foundation
Based on IRS filings
Oertle Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $675K in total assets. In 2025, it awarded 4 grants totaling $45K. Net investment income was $84K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $674,651 | $643,937 | $623,851 |
| Revenue | $92,118 | $70,275 | $56,988 |
| Expenses | $60,993 | $50,103 | $33,641 |
| Qualifying Distributions | $51,697 | $41,376 | $26,281 |
| Net Investment Income | $83,737 | $62,387 | $49,691 |
| Distributable Amount | $39,992 | $37,546 | $34,796 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Random Lake Education Foundation Inc ($30,000), Del Val Regional High School ($5,000), Naemt Foundation ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DEL VAL REGIONAL HIGH SCHOOL FRENCHTOWN, NJ | UNRESTRICTED GENERAL | $5,000 |
| RANDOM LAKE EDUCATION FOUNDATION INC RANDOM LAKE, WI | UNRESTRICTED GENERAL | $30,000 |
| NAEMT FOUNDATION CLINTON, MS | UNRESTRICTED GENERAL | $5,000 |
| MISSOURI 4-H FOUNDATION COLUMBIA, MO | UNRESTRICTED GENERAL | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID L OERTLE | PRESIDENT/TREASURER | 1 | — |
| LISA OERTLE | SECRETARY | 1 | — |
| JEFFREY D OERTLE | CHAIRMAN | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Oertle Foundation?
Oertle Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. It holds $675K in total assets as of 2025.
How large is Oertle Foundation?
As of 2025, Oertle Foundation holds $675K in total assets with $92K in annual revenue. It awarded 4 grants totaling $45K in 2025.
Where does Oertle Foundation operate?
Oertle Foundation has awarded grants in Missouri, Mississippi, New Jersey, New York, Pennsylvania, Wisconsin.
What size grants does Oertle Foundation award?
In 2025, Oertle Foundation awarded 4 grants totaling $45K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Oertle Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Oertle Foundation reported a distributable amount of $40K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Oertle Foundation's EIN?
Oertle Foundation's EIN (Employer Identification Number) is 31-1726327. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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