Tua Otto & Margaret Zack Char Tr
EIN 306283082Total Given 2016–2024
$2.3M
34 grants · $258K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$74K
typical mid grants · $40K–$105K
grant size
80%
deep partner · 8/10 multi-year
repeat
$8.6M
Assets (2024)
10
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $325K | $7.3M | $301K | 5 |
| 2017 | $309K | $8.0M | $608K | 5 |
| 2020 | $325K | $8.5M | $404K | 5 |
| 2021 | $326K | $9.2M | $1.0M | 5 |
| 2022 | $374K | $7.4M | $387K | 5 |
| 2023 | $340K | $8.1M | $251K | 5 |
| 2024 | $325K | $8.6M | $399K | 4 |
Grant Size Distribution
Based on 34 grants on record
Minimum
$5K
25th Pctl
$40K
Median
$74K
Average
$68K
75th Pctl
$105K
Maximum
$120K
Geographic Distribution
Officers & Directors
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
RM
Roger Meier
4 yrs
Charitable Advisor
DF
Daniel Foley
4 yrs
Charitable Advisor
BA
Bank of America N a
3 yrs
Trustee
DF
Daniel Foley
4 yrs
Charitable Advisor
RM
Roger Meier
4 yrs
Charitable Advisor
BA
Bank of America N a
3 yrs
Trustee
RM
Roger Meier
4 yrs
Charitable Advisor
DF
Daniel Foley
4 yrs
Charitable Advisor
BA
Bank of America N a
3 yrs
Trustee
RM
Roger Meier
4 yrs
Charitable Advisor
DF
Daniel Foley
4 yrs
Charitable Advisor
Grants Awarded (34 total)
| Purpose | ||||
|---|---|---|---|---|
| Humane Society of Michigan City | Michigan City, IN | $120,000 | UNRESTRICTED GENERAL | 2021 |
| Michiana Humane Society | Michigan City, IN | $120,000 | UNRESTRICTED GENERAL | 2021 |
| Humane Society Laporte & Berrien Cnty | Michigan City, IN | $120,000 | UNRESTRICTED GENERAL | 2022 |
| Humane Society of Sw Michigan | St Joseph, MI | $120,000 | UNRESTRICTED GENERAL | 2022 |
| Michiana Humane Society | Michigan City, IN | $115,000 | UNRESTRICTED GENERAL | 2020 |
| Humane Society of Michigan | Michigan City, IN | $115,000 | UNRESTRICTED GENERAL | 2020 |
| Michiana Humane Society | Michigan City, IN | $110,000 | UNRESTRICTED GENERAL | 2023 |
| Humane Society of Sw Michigan | St Joseph, MI | $110,000 | UNRESTRICTED GENERAL | 2023 |
| Michiana Humane Society | Michigan City, IN | $105,000 | UNRESTRICTED GENERAL | 2024 |
| Humane Society of Sw Michigan | St Joseph, MI | $105,000 | UNRESTRICTED GENERAL | 2024 |
| Michiana Humane Society | Michigan City, IN | $100,000 | UNRESTRICTED GENERAL | 2016 |
| Humane Society of Michigan | Michigan City, IN | $100,000 | UNRESTRICTED GENERAL | 2016 |
| Michiana Humane Society | Michigan City, IN | $100,000 | UNRESTRICTED GENERAL | 2017 |
| Humane Society of Michigan | Michigan City, IN | $100,000 | UNRESTRICTED GENERAL | 2017 |
| Michigan City Zoological Society | Michigan City, IN | $80,000 | UNRESTRICTED GENERAL | 2024 |
| Michigan City Zoological | Michigan City, IN | $80,000 | UNRESTRICTED GENERAL | 2016 |
| Michigan City Zoological Society | Michigan City, IN | $79,000 | UNRESTRICTED GENERAL | 2022 |
| Michigan City Zoological Society | Michigan City, IN | $70,000 | UNRESTRICTED GENERAL | 2023 |
| Michigan City Zoological | Michigan City, IN | $64,000 | UNRESTRICTED GENERAL | 2017 |
| Laporte County Small Animal | La Porte, IN | $50,000 | UNRESTRICTED GENERAL | 2020 |
| Laporte County Small Animal Shelter | La Porte, IN | $50,000 | UNRESTRICTED GENERAL | 2022 |
| Laporte County Small Animal Shelter | La Porte, IN | $45,000 | UNRESTRICTED GENERAL | 2023 |
| Laporte County Small Animal Shelter | La Porte, IN | $43,000 | UNRESTRICTED GENERAL | 2021 |
| Michigan City Zoological | Michigan City, IN | $40,000 | UNRESTRICTED GENERAL | 2020 |
| Laporte County Small Animal | La Porte, IN | $40,000 | UNRESTRICTED GENERAL | 2016 |