R Oberfelder Tw Fbo Charities

MILWAUKEE, WI EIN: 84-6017763

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

3states

Cities

AuroraBloomfieldClevelandDenver

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$35K$70K$106K$141K20202021202220232024
Metric202420232022
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

$0$31K$62K$93K$124K5 grants20205 grants20215 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

NATIONAL JEWISH HEALTH$35KREGENTS OF UNIVERSITY OF…$35KBELLEFAIRE$18KTEMPLE BETH EL$18KSHALOM PARK$18K

Grant Size Distribution

25 grants across all recorded years

25<$50K$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 National Jewish Health ($35,323), Regents of University of Colorado ($35,323), Bellefaire ($17,661).

RecipientPurposeAmount
BELLEFAIRE CLEVELAND, OHGENERAL OPERATING$17,661
TEMPLE BETH EL BLOOMFIELD, MIGENERAL OPERATING$17,661
NATIONAL JEWISH HEALTH DENVER, COGENERAL OPERATING$35,323
SHALOM PARK AURORA, COGENERAL OPERATING$17,661
REGENTS OF UNIVERSITY OF COLORADO DENVER, COSCHOLARSHIPS$35,323

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

US BANK NATRUSTEE$2K

From 2024 filing

NameTitleHoursCompensation
US BANK NATRUSTEE1$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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