R Oberfelder TW FBO Charities
R Oberfelder TW FBO Charities is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2019 through 2024. In 2024, it awarded 5 grants totaling $124K. Net investment income was $26K.
R Oberfelder TW FBO Charities at a glance
In short: R Oberfelder TW FBO Charities gave $124K across 5 grants in 2024 (avg $25K), mostly in Colorado. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $123,629
- +2898.5% vs 2023
- Grants made (2024)
- 5
- +0.0% vs 2023
- Average grant
- $24,726
- +2898.5% vs 2023
- Median grant
- $17,661
- Primary geography
- Colorado (71% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who R Oberfelder TW FBO Charities funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was National Jewish Health ($35K). Together the top 5 received $124K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
Cities
How R Oberfelder TW FBO Charities gives
- Giving grew 11058% from 2021 to 2024. Method
- In 2024 it paid out well above 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 2019 to 2024, annual grant giving ranged from $1K (2021) to $124K (2024). In 2024 it made 5 grants totaling $124K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| National Jewish Health Denver, CO | General Operating | $35,323 |
| Regents of University of Colorado Denver, CO | Scholarships | $35,323 |
| Bellefaire Cleveland, OH | General Operating | $17,661 |
| Temple Beth El Bloomfield, MI | General Operating | $17,661 |
| Shalom Park Aurora, CO | General Operating | $17,661 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $27,745 | $127,881 | $123,629 | 5 | $126,070 | $25,978 | $5,277 |
| 2023 | $103,025 | $3,605 | $6,829 | $4,123 | 5 | $5,739 | $2,458 | $5,339 |
| 2022 | $106,247 | $2,359 | $7,600 | $2,172 | 5 | $3,042 | $1,593 | $5,356 |
| 2021 | $111,490 | $23,147 | $3,007 | $1,108 | 5 | $1,963 | $22,168 | $5,811 |
| 2020 | $91,350 | $3,227 | $10,040 | $7,406 | 5 | — | $2,422 | $4,992 |
| 2019 | $98,178 | $3,587 | $10,043 | $6,629 | 5 | — | $1,827 | $7,107 |
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.
Leadership & Key People
Officers and directors from IRS filings
R Oberfelder TW FBO Charities's only listed officer is US Bank NA, Trustee on every filing since 2023 (compensated).
Officers on the 2024 filing
US Bank NA
Trustee
On filings since 2023
1 hr/week
$910 (2023) → $2K (2024)
Former officers (1)
- Former: US Bank N A (2019–2022) — Trustee
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $2K, to US Bank NA (Trustee).
Frequently asked questions about R Oberfelder TW FBO Charities
How much does R Oberfelder TW FBO Charities give each year?
R Oberfelder TW FBO Charities gave $124K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $4K across 5 grants.
What is R Oberfelder TW FBO Charities's typical grant size?
R Oberfelder TW FBO Charities's median grant in 2024 was $17,661, and its average grant was $24,726, across 5 grants on its 2024 IRS Form 990-PF.
Where does R Oberfelder TW FBO Charities give grants?
R Oberfelder TW FBO Charities gives mostly in Colorado: 71% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Ohio (14%) and Michigan (14%). The most frequent recipient cities were Denver, CO (2 grants).
Does R Oberfelder TW FBO Charities give general operating support?
Yes: 80% of R Oberfelder TW FBO Charities's 2024 grants with a stated purpose (4 of 5) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are R Oberfelder TW FBO Charities's largest grantees?
R Oberfelder TW FBO Charities's largest 2024 grantees include National Jewish Health ($35,323), Regents of University of Colorado ($35,323) and Bellefaire ($17,661), according to its 2024 IRS Form 990-PF. Together they received 71% of its itemized 2024 grant dollars.
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 2019–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
- IRS filings on file for fiscal years 2020–2024
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