OTZEN FAMILY FOUNDATION INCORPORATED

LAKE GENEVA, WI 53147 EIN 391919852

https://N/A
$3.3M Total Assets (2024)
$125K Avg Yearly Giving (2022–2024)
$375K Giving on File
(3 yrs)
91 Grants on File
$4K Avg Grant Size

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone 2622487878

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2018 N/A $1.5M $37K N/A
2019 N/A $1.9M $92K N/A
2020 N/A $2.5M $189K N/A
2022 $130K $2.1M $255K 29
2023 $119K $2.9M $609K 31
2024 $125K $3.3M $146K 31

Grant Size Distribution

Based on 91 grants on record

Minimum
$1K
25th Pctl
$1K
Median
$1K
Average
$4K
75th Pctl
$2K
Maximum
$66K

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
KARL G OTZEN PRESIDENT/DIRECTOR
JUDY STEININGER SECRETARY
DONALD J PARKER JR TREASURER/MANAGER
LEIGH W OTZEN DIRECTOR
LIZA E GIANARES DIRECTOR
LUCY T OTZEN VICE PRESIDENT/DIRECTOR

Grants Awarded (91 total)

RecipientLocationAmountPurposeYear
GENEVA LAKE CONSERVANCY LAKE GENEVA, WI $66,000 PUBLIC CHARITY GIFT 2022
GENEVA LAKE WATER SAFETY COMM INC LAKE GENEVA, WI $52,500 PUBLIC CHARITY GIFT 2024
GENEVA LAKE WATER SAFETY COMM INC LAKE GENEVA, WI $52,500 PUBLIC CHARITY GIFT 2023
GRAVIK ANIMAL CENTER KEY LARGO, FL $25,000 PUBLIC CHARITY GIFT 2024
HOLIDAY HOME CAMP WILLIAMS BAY, WI $20,000 PUBLIC CHARITY GIFT 2023
HOLIDAY HOME CAMP WILLIAMS BAY, WI $20,000 PUBLIC CHARITY GIFT 2022
HOLIDAY HOME CAMP WILLIAMS BAY, WI $10,000 PUBLIC CHARITY GIFT 2024
GEO WILLIAMS CAMPUS OF AURORA UNIVERSITY WILLIAMS BAY, WI $10,000 PUBLIC CHARITY GIFT 2022
GEO WILLIAMS CAMPUS OF AURORA UNIVERSITY WILLIAMS BAY, WI $10,000 PUBLIC CHARITY GIFT 2023
KISHWAUKETOE NATURE CONSERVANCY WILLIAMS BAY, WI $3,700 PUBLIC CHARITY GIFT 2023
NAZARETH ACADEMY LA GRANGE PARK, IL $3,500 PUBLIC CHARITY GIFT 2023
KISHWAUKETOE NATURE CONSERVANCY WILLIAMS BAY, WI $3,500 PUBLIC CHARITY GIFT 2024
SHIRLEY RYAN ABILITY LAB CHICAGO, IL $3,000 PUBLIC CHARITY GIFT 2024
GENEVA LAKE SAILING SCHOOL FONTANA, WI $3,000 PUBLIC CHARITY GIFT 2024
SHIRLEY RYAN ABILITY LAB CHICAGO, IL $3,000 PUBLIC CHARITY GIFT 2022
SHIRLEY RYAN ABILITY LAB CHICAGO, IL $3,000 PUBLIC CHARITY GIFT 2023
KISHWAUKETOE NATURE CONSERVANCY WILLIAMS BAY, WI $3,000 PUBLIC CHARITY GIFT 2022
GENEVA LAKE WATER SAFETY COMM INC LAKE GENEVA, WI $2,500 PUBLIC CHARITY GIFT 2022
NAZARETH ACADEMY LA GRANGE PARK, IL $2,500 PUBLIC CHARITY GIFT 2022
NAZARETH ACADEMY LA GRANGE PARK, IL $2,500 PUBLIC CHARITY GIFT 2024
YERKES FUTURE FOUNDATION WILLIAMS BAY, WI $2,200 PUBLIC CHARITY GIFT 2022
YERKES FUTURE FOUNDATION WILLIAMS BAY, WI $2,000 PUBLIC CHARITY GIFT 2023
YERKES FUTURE FOUNDATION WILLIAMS BAY, WI $2,000 PUBLIC CHARITY GIFT 2024
GENEVA LAKE LEVEL CORPORATION LAKE GENEVA, WI $1,500 PUBLIC CHARITY GIFT 2024
GENEVA LAKE LEVEL CORPORATION LAKE GENEVA, WI $1,500 PUBLIC CHARITY GIFT 2023