George P Obertate Trust
EIN 376140950Total Given 2016–2023
$1.3M
6 grants · $163K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$204K
typical big bets · $201K–$227K
grant size
100%
deep partner · 1/1 multi-year
repeat
$4.3M
Assets (2023)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(314) 418-2643
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $293K | $4.8M | $203K | 1 |
| 2018 | $167K | $3.8M | $155K | 1 |
| 2020 | $200K | $4.8M | $97K | 1 |
| 2021 | $204K | $5.1M | $363K | 1 |
| 2022 | $235K | $4.0M | $106K | 1 |
| 2023 | $203K | $4.3M | $61K | 1 |
Grant Size Distribution
Based on 6 grants on record
Minimum
$167K
25th Pctl
$201K
Median
$204K
Average
$217K
75th Pctl
$227K
Maximum
$293K
Geographic Distribution
Officers & Directors
UN
Us Bank Na
2 yrs
Trustee
UA
Us Bank N a
3 yrs
Trustee
UA
Us Bank N a
3 yrs
Trustee
UA
Us Bank N a
3 yrs
Trustee
UN
Us Bank Na
2 yrs
Trustee
UB
Us Bank
Trustee
Grants Awarded (6 total)
| Purpose | ||||
|---|---|---|---|---|
| Bethesda Lutheran Communities Inc | Watertown, WI | $293,351 | EXEMPT PURPOSE | 2016 |
| Bethesda Lutheran Communities Inc | Watertown, WI | $235,308 | GENERAL OPERATING | 2022 |
| Bethesda Lutheran Communities Inc | Watertown, WI | $204,047 | GENERAL OPERATING | 2021 |
| Bethesda Lutheran Communities Inc | Watertown, WI | $202,994 | GENERAL OPERATING | 2023 |
| Bethesda Lutheran Communities Inc | Watertown, WI | $200,283 | GENERAL OPERATING | 2020 |
| Bethesda Lutheran Communities Inc | Watertown, WI | $167,023 | GENERAL OPERATING | 2018 |