Otzen Family Foundation Incorporated
Invitation OnlyLake Geneva, Wisconsin · EIN 39-1919852 · Private foundation
Grants paid (2025)$155K
Organizations funded31
Typical grant$1,000
Total assets$3.4M
Half of its grants to organizations were between $1,000 and $2,000.
From the return
How to apply
On its return for tax year 2025 the foundation checked the box saying it only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds.
What it funds
Share of grant lines on the latest return, classified from the purpose each grant states.
Where it gives
51% of grants went outside Wisconsin.
Grants paid in tax year 2025
| Recipient | Location | Purpose | Amount |
|---|---|---|---|
| Yerkes Future Foundation | Williams Bay, WI | Public charity gift | $98,000 |
| Holiday Home Camp | Williams Bay, WI | Public charity gift | $10,000 |
| Our House Grief Support Center | Woodland Hills, CA | Public charity gift | $10,000 |
| Kishwauketoe Nature Conservancy | Williams Bay, WI | Public charity gift | $3,500 |
| Shirley Ryan Ability Lab | Chicago, IL | Public charity gift | $3,000 |
| Geneva Lake Water Safety Comm Inc | Lake Geneva, WI | Public charity gift | $2,500 |
| Nazareth Academy | LA Grange Park, IL | Public charity gift | $2,500 |
| Geneva Lake Sailing School | Fontana, WI | Public charity gift | $2,000 |
| Geneva Lake Level Corporation | Lake Geneva, WI | Public charity gift | $1,500 |
| Hazeldon Foundation | St Paul, MN | Public charity gift | $1,200 |
| Berkshire School | Sheffield, MA | Public charity gift | $1,000 |
| Cardigan Mountain School | Canaan, NH | Public charity gift | $1,000 |
| Classic Car Club of America Museum | Rolling Meadows, IL | Public charity gift | $1,000 |
| Design Foundation (Idsa Undergrad Sch Fund) | Dulles, VA | Public charity gift | $1,000 |
| Environmental Education Foundation | Fontana, WI | Public charity gift | $1,000 |
| Friends of the Lake Geneva Public Library | Lake Geneva, WI | Public charity gift | $1,000 |
| Geneva Area Foundation | Lake Geneva, WI | Public charity gift | $1,000 |
| Geneva Lake Association Inc | Lake Geneva, WI | Public charity gift | $1,000 |
| Geneva Lake Conservancy | Lake Geneva, WI | Public charity gift | $1,000 |
| Geneva Lake Environmental Agency | Lake Geneva, WI | Public charity gift | $1,000 |
| Geneva Lake Museum | Lake Geneva, WI | Public charity gift | $1,000 |
| Habitat for Humanity of the Upper Keys | Big Pine Key, FL | Public charity gift | $1,000 |
| Keys Children Foundation | Key Largo, FL | Public charity gift | $1,000 |
| Lakeland Animal Shelter | Elkhorn, WI | Public charity gift | $1,000 |
| Latin School of Chicago | Chicago, IL | Public charity gift | $1,000 |
| Ocean Reef Chapel Foundation | Key Largo, FL | Public charity gift | $1,000 |
| Ocean Reef Protestant Foundation | Key Largo, FL | Public charity gift | $1,000 |
| Orcat | Key Largo, FL | Public charity gift | $1,000 |
| Stetson University | Deland, FL | Public charity gift | $1,000 |
| William Guy Forbeck Research Foundation | Hilton Head Island, SC | Public charity gift | $1,000 |
| Wisconsin Historical Society | Madison, WI | Public charity gift | $1,000 |
Giving by year
| Tax year | Grants paid | Grant lines |
|---|---|---|
| 2025 | $155,200 | 31 |
| 2024 | $125,200 | 31 |
| 2023 | $119,400 | 31 |
Sources
- IRS Form 990-PF, tax year 2025, filed May 13, 2026 - IRS e-file batch, object ID 202621339349101377
- IRS Tax Exempt Organization Search for EIN 39-1919852
- Profile updated Nov 5, 2026
Facts on this page come from the foundation's own IRS Form 990-PF filings as published by the IRS. Grantvello does not know whether a foundation is accepting proposals right now: a past grant is not an open opportunity. Always confirm current guidelines with the funder before applying.