Otzen Family Foundation Incorporated

LAKE GENEVA, WI EIN: 39-1919852

Otzen Family Foundation Incorporated is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE GENEVA, WI. IRS filing data is available from 2020 through 2024. In 2024, it awarded 31 grants totaling $125K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$125K

+4.9% YoY

Grant Count

31

+0.0% YoY

Avg Grant Size

$4K

+4.9% YoY

About Otzen Family Foundation Incorporated

Based on IRS filings

Otzen Family Foundation Incorporated is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE GENEVA, WI. IRS filing data is available from 2020 through 2024. In 2024, it awarded 31 grants totaling $125K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

BIG PINE KEYCANAANCHICAGODELANDDULLESELKHORNFONTANAHILTON HEAD ISLANDHINSDALEJACKSONJANESVILLEKEY LARGOLA GRANGE PARKLAKE GENEVAMADISONROLLING MEADOWSSHEFFIELDST PAULWILLIAMS BAY

Financial History

Multi-year comparison from IRS filings

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$33K$65K$98K$130K29 grants202032 grants202129 grants202231 grants202331 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

GENEVA LAKE WATER SAFETY…$53KGRAVIK ANIMAL CENTER$25KHOLIDAY HOME CAMP$10KKISHWAUKETOE NATURE CONS…$4KGENEVA LAKE SAILING SCHOOL$3KSHIRLEY RYAN ABILITY LAB$3KNAZARETH ACADEMY$3KYERKES FUTURE FOUNDATION$2KGENEVA LAKE LEVEL CORPOR…$2KHAZELDON FOUNDATION$1K

Grant Size Distribution

152 grants across all recorded years

149<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Geneva Lake Water Safety Comm Inc ($52,500), Gravik Animal Center ($25,000), Holiday Home Camp ($10,000).

RecipientPurposeAmount
BERKSHIRE SCHOOL SHEFFIELD, MAPUBLIC CHARITY GIFT$1,000
CARDIGAN MOUNTAIN SCHOOL CANAAN, NHPUBLIC CHARITY GIFT$1,000
CLASSIC CAR CLUB OF AMERICA MUSEUM ROLLING MEADOWS, ILPUBLIC CHARITY GIFT$1,000
DESIGN FOUNDATION (IDSA UNDERGRAD SCH FUND) DULLES, VAPUBLIC CHARITY GIFT$1,000
ENVIRONMENTAL EDUCATION FOUNDATION FONTANA, WIPUBLIC CHARITY GIFT$1,000
FRIENDS OF THE LAKE GENEVA PUBLIC LIBRARY LAKE GENEVA, WIPUBLIC CHARITY GIFT$1,000
GENEVA AREA FOUNDATION LAKE GENEVA, WIPUBLIC CHARITY GIFT$1,000
GENEVA LAKE ASSOCIATION INC LAKE GENEVA, WIPUBLIC CHARITY GIFT$1,000
GENEVA LAKE CONSERVANCY LAKE GENEVA, WIPUBLIC CHARITY GIFT$1,000
GENEVA LAKE ENVIRONMENTAL AGENCY LAKE GENEVA, WIPUBLIC CHARITY GIFT$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
KARL G OTZENPRESIDENT/DIRECTOR
LIZA E GIANARESDIRECTOR
LEIGH W OTZENDIRECTOR
DONALD J PARKER JRTREASURER/MANAGER
JUDY STEININGERSECRETARY

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Otzen Family Foundation Incorporated?

Otzen Family Foundation Incorporated is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE GENEVA, WI. It holds — in total assets as of 2024.

Where does Otzen Family Foundation Incorporated operate?

Otzen Family Foundation Incorporated has awarded grants in Florida, Illinois, Massachusetts, Minnesota, New Hampshire, South Carolina, Virginia, Wisconsin, Wyoming.

What size grants does Otzen Family Foundation Incorporated award?

In 2024, Otzen Family Foundation Incorporated awarded 31 grants totaling $125K — an average of about $4K per grant, based on its IRS Form 990 filings.

What is Otzen Family Foundation Incorporated's EIN?

Otzen Family Foundation Incorporated's EIN (Employer Identification Number) is 39-1919852. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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

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