Oertle Foundation
Oertle Foundation is a private foundation, 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.
Oertle Foundation at a glance
In short: Oertle Foundation gave $45K across 4 grants in 2025 (avg $11K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $45,000
- +28.6% vs 2024
- Grants made (2025)
- 4
- +100.0% vs 2024
- Average grant
- $11,250
- -35.7% vs 2024
- Median grant
- $5,000
- Total assets
- $674,651
- +4.8% vs 2024
- Primary geography
- Wisconsin (67% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Oertle Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Random Lake Education Foundation Inc ($30K). Together the top 4 received $45K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Oertle Foundation gives
- Giving grew 100% from 2022 to 2025. Method
- In 2025 it paid out 129% of its IRS minimum distribution (the 5% rule). 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
From 2021 to 2025, annual grant giving ranged from $15K (2021) to $45K (2025). In 2025 it made 4 grants totaling $45K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Random Lake Education Foundation Inc Random Lake, WI | Unrestricted General | $30,000 |
| Del Val Regional High School Frenchtown, NJ | Unrestricted General | $5,000 |
| Naemt Foundation Clinton, MS | Unrestricted General | $5,000 |
| Missouri 4-H Foundation Columbia, MO | Unrestricted General | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $674,651 | $92,118 | $60,993 | $45,000 | 4 | $51,697 | $83,737 | $39,992 |
| 2024 | $643,937 | $70,275 | $50,103 | $35,000 | 2 | $41,376 | $62,387 | $37,546 |
| 2023 | $623,851 | $56,988 | $33,641 | $20,000 | 1 | $26,281 | $49,691 | $34,796 |
| 2022 | $599,665 | $50,025 | $38,570 | $22,500 | 2 | $29,578 | $39,145 | $38,589 |
| 2021 | $588,444 | $81,530 | $39,228 | $15,000 | 1 | — | $73,685 | $34,911 |
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.
Leadership & Key People
Officers and directors from IRS filings
Oertle Foundation is led by David L. Oertle, President & Treasurer since 2022 (on filings since 2021); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
David L. Oertle
President & Treasurer
Chairman → President & Treasurer, 2022
On filings since 2021
1 hr/week
No compensation reported
Jeffrey D. Oertle
Chairman
Secretary → Chairman, 2022
On filings since 2021
1 hr/week
No compensation reported
Lisa Oertle
Secretary
President & Treasurer → Secretary, 2022
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 Oertle Foundation
How much does Oertle Foundation give each year?
Oertle Foundation gave $45K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $35K across 2 grants.
What is Oertle Foundation's typical grant size?
Oertle Foundation's median grant in 2025 was $5,000, and its average grant was $11,250, across 4 grants on its 2025 IRS Form 990-PF.
Where does Oertle Foundation give grants?
Oertle Foundation gives mostly in Wisconsin: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New Jersey (11%) and Mississippi (11%).
Does Oertle Foundation give general operating support?
Yes: 100% of Oertle Foundation's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Oertle Foundation?
Oertle Foundation reported $675K in total assets on its 2025 IRS Form 990-PF. It paid out $52K in qualifying distributions that year, against a required minimum of $40K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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