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Oleson Foundation

TRAVERSE CITY, MI EIN: 38-6083080 Website

The Oleson Foundation is a private 501(c)(3) foundation established in 1962 by Gerald and Frances Oleson. Based in Traverse City, Michigan, the foundation has been providing community support in Northwest Michigan for over six decades. The foundation is organized to accept contributions from individuals and organizations, with all income and principal designated exclusively for charitable, religious, scientific, literary, or educational purposes.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$1.6M

+9.7% YoY

Grant Count

71

+0.0% YoY

Avg Grant Size

$22K

+9.7% YoY

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

Mission & Focus Areas

The foundation's mission reflects the wishes of its founders to help people help themselves through sustainable, collaborative projects and programs that improve quality of life for area residents.

The foundation organizes its work around five principal pillars of impact:

  • Art — Providing access to arts and culture in all forms, especially for youth, and ensuring artistic opportunities, programs, and events flourish in Northern Michigan
  • Education — Providing high-quality educational opportunities for all students and encouraging communities to prioritize education
  • Environment — Protecting and stewarding natural resources including watersheds, wetlands, farmland, forest land, and Great Lakes protection
  • Community Development — Supporting recreational, cultural, and special projects that help communities grow and prosper while respecting natural resources
  • Health and Human Services — Aiding people in need and ensuring high-quality health care is available to all communities

Grantmaking

Grant Range

$815 to $200,000

Review Cycle

April 1st annually

How to Apply

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Geographic Focus

Where this funder awards grants

The foundation provides support geographically in the following Michigan counties: Grand Traverse, Emmet, Charlevoix, Benzie, and Manistee. The foundation also funds projects in Washington, D.C.

Grant Distribution by State

4states

Cities

BENZONIABEULAHBOYNE CITYBOYNE FALLSCEDAR SPINGSCHARLEVOIXEAST JORDANELK RAPIDSELLSWORTHEMPIREFIFE LAKEFRANKFORTGAYLORDGLEN ARBORGRAND HAVENGRAWNHARBOR SPRINGSHONORINTERLOCHENKALKASKA

Financial History

Multi-year comparison from IRS filings

Assets & Revenue (2024):

  • Total assets: $23,094,804
  • Total revenue: $1,298,017
  • Total expenses: $2,294,378
  • Total liabilities: $7,990

Giving Rate: 7.1%

Historical Assets (2023):

  • Assets: $24,084,846 (ledger value)
  • Income: $2,830,151
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$395K$790K$1M$2M52 grants202065 grants202177 grants202271 grants202371 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

DIRECTORS FUND$90KGRAND TRAVERSE REGIONAL …$85KNONPROFIT RENTALS$70KFRIENDS OF FIFE LAKE PUB…$50KFRIENDS OF GT CONSERVATI…$50KGOODWILL INDUSTRIES OF N…$50KGRAND TRAVERSE BAY YMCA$50KINLAND SEAS EDUCATION CE…$50KMOUNT HOLIDAY$50KNEW COMMUNITY VISION$50K

Grant Size Distribution

250 grants across all recorded years

227<$50K22$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Oleson Foundation

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Board of Directors:

  • Marty Oleson, President
  • Donald M. Oleson, Vice-President
  • Richard Ford, Secretary
  • Donald W. Oleson, Director
  • Gerald Oleson, Director
  • Connie Deneweth, Director
  • Brad Oleson, Director
  • Samantha Oleson-Hansen, Director
  • Benjamin Watts, Director

Staff:

  • Stephanie Rustem, Executive Director (32 hours/week, $105,582 compensation)

Compensation Overview

From 2024 IRS filing

STEPHANIE RUSTEMEXECUTIVE DIRECTOR$106K

From 2024 filing

NameTitleHoursCompensation
STEPHANIE RUSTEMEXECUTIVE DIRECTOR32$105,582
MARTY OLESONPRESIDENT1
DONALD M OLESONVICE-PRESIDENT1
RICHARD FORDSECRETARY1
DONALD W OLESONDIRECTOR1
GERALD OLESONDIRECTOR1
CONNIE DENEWETHDIRECTOR1
BRAD OLESONDIRECTOR1
SAMANTHA OLESON-HANSENDIRECTOR1
BENJAMIN WATTSDIRECTOR1

Recent News & Activity

Recent developments and announcements

2024

$85,000 to Grand Traverse Regional Land Conservancy for acquisition of the Ridge Property (2024)

2024

$50,000 to Goodwill Northern Michigan for a new box truck for food rescue program operations (2024)

Oleson Foundation awards $50,000 Matching Grant to support McLaren Northern\

$50,000 in matching grants to McLaren Northern Michigan building project

Oleson Foundation awards $50,000 in matching grants to McLaren building project

Contact Information

The Oleson Foundation P.O. Box 904 Traverse City, MI 49685-0904

Phone: 231-929-2605 Email: stephanie@olesonfoundation.org Website: olesonfoundation.org

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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