R Oberfelder Tw Fbo Charities
R Oberfelder Tw Fbo Charities is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. In 2024, it awarded 5 grants totaling $124K. Net investment income was $26K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$124K
+2898.5% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$25K
+2898.5% YoY
Under IRS private-foundation payout rules, R Oberfelder Tw Fbo Charities reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.
About R Oberfelder Tw Fbo Charities
Based on IRS filings
R Oberfelder Tw Fbo Charities is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. In 2024, it awarded 5 grants totaling $124K. Net investment income was $26K.
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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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | $103,025 | $106,247 |
| Revenue | $27,745 | $3,605 | $2,359 |
| Expenses | $127,881 | $6,829 | $7,600 |
| Qualifying Distributions | $126,070 | $5,739 | $3,042 |
| Net Investment Income | $25,978 | $2,458 | $1,593 |
| Distributable Amount | $5,277 | $5,339 | $5,356 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include National Jewish Health ($35,323), Regents of University of Colorado ($35,323), Bellefaire ($17,661).
| Recipient | Purpose | Amount |
|---|---|---|
| BELLEFAIRE CLEVELAND, OH | GENERAL OPERATING | $17,661 |
| TEMPLE BETH EL BLOOMFIELD, MI | GENERAL OPERATING | $17,661 |
| NATIONAL JEWISH HEALTH DENVER, CO | GENERAL OPERATING | $35,323 |
| SHALOM PARK AURORA, CO | GENERAL OPERATING | $17,661 |
| REGENTS OF UNIVERSITY OF COLORADO DENVER, CO | SCHOLARSHIPS | $35,323 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE | 1 | $1,932 |
Frequently Asked Questions
Where does R Oberfelder Tw Fbo Charities operate?
R Oberfelder Tw Fbo Charities has awarded grants in Colorado, Michigan, Ohio.
What size grants does R Oberfelder Tw Fbo Charities award?
In 2024, R Oberfelder Tw Fbo Charities awarded 5 grants totaling $124K — an average of about $25K per grant, based on its IRS Form 990 filings.
How much is R Oberfelder Tw Fbo Charities required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, R Oberfelder Tw Fbo Charities reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is R Oberfelder Tw Fbo Charities's EIN?
R Oberfelder Tw Fbo Charities's EIN (Employer Identification Number) is 84-6017763. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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