Otzen Family Foundation Incorporated | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Otzen Family Foundation Incorporated. Data shown is extracted from Form 990-PF filings.
EIN: 39-1919852
Foundation Overview
Based in Lake Geneva, WI, Otzen Family Foundation Incorporated has awarded 322 grants totaling $1,136,183 to organizations in Massachusetts, New Hampshire and 7 other states across the US. Individual grants range from $500 to $66,000, with a median award of $1,000.
Latest Tax Year
2024
Total Giving (all years)
$1,136,183
Total Assets
$3,344,395
Median Grant (all grants)
$1,000
Latest Form 990-PF Snapshot
Total Grants
62
Median Grant
$1,000
% No Significant Change
0%
(vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year:
March 2026
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
Closed Network: 3%
2 of 62 recipients (3%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
Wisconsin
46% of grants are awarded in Wisconsin, with additional funding distributed across 8 other locations. The foundation balances regional focus with broader geographic diversity. Within Wisconsin, funding concentrates in Lake Geneva (49%), Williams Bay (26%), Fontana (14%).
Funding Trajectory
+105%
Strong 105% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Community Projects
Highly focused on community projects with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
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Grants & Funding
Analyzing past grantees provides valuable insights into Otzen Family Foundation Incorporated's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Berkshire School | $1,000 | Sheffield, MA, US | Public Charity Gift | 2024 |
| Cardigan Mountain School | $1,000 | Canaan, NH, US | Public Charity Gift | 2024 |
| Classic Car Club Of America Museum | $1,000 | Rolling Meadows, IL, US | Public Charity Gift | 2024 |
| Design Foundation (Idsa Undergrad Sch Fund) | $1,000 | Dulles, VA, US | Public Charity Gift | 2024 |
| Environmental Education Foundation | $1,000 | Fontana, WI, US | Public Charity Gift | 2024 |
| Friends Of The Lake Geneva Public Library | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2024 |
| Geneva Area Foundation | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2024 |
| Geneva Lake Association Inc | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2024 |
| Geneva Lake Conservancy | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2024 |
| Geneva Lake Environmental Agency | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2024 |
| Geneva Lake Level Corporation | $1,500 | Lake Geneva, WI, US | Public Charity Gift | 2024 |
| Geneva Lake Museum | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2024 |
| Geneva Lake Sailing School | $3,000 | Fontana, WI, US | Public Charity Gift | 2024 |
| Geneva Lake Water Safety Comm Inc | $52,500 | Lake Geneva, WI, US | Public Charity Gift | 2024 |
| Gravik Animal Center | $25,000 | Key Largo, FL, US | Public Charity Gift | 2024 |
| Habitat For Humanity Of The Upper Keys | $1,000 | Big Pine Key, FL, US | Public Charity Gift | 2024 |
| Hazeldon Foundation | $1,200 | St Paul, MN, US | Public Charity Gift | 2024 |
| Holiday Home Camp | $10,000 | Williams Bay, WI, US | Public Charity Gift | 2024 |
| Keys Children Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2024 |
| Kishwauketoe Nature Conservancy | $3,500 | Williams Bay, WI, US | Public Charity Gift | 2024 |
| Lakeland Animal Shelter | $1,000 | Elkhorn, WI, US | Public Charity Gift | 2024 |
| Latin School Of Chicago | $1,000 | Chicago, IL, US | Public Charity Gift | 2024 |
| Nazareth Academy | $2,500 | La Grange Park, IL, US | Public Charity Gift | 2024 |
| Ocean Reef Chapel Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2024 |
| Ocean Reef Protestant Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2024 |
| Orcat | $1,000 | Key Largo, FL, US | Public Charity Gift | 2024 |
| Shirley Ryan Ability Lab | $3,000 | Chicago, IL, US | Public Charity Gift | 2024 |
| Stetson University | $1,000 | Deland, FL, US | Public Charity Gift | 2024 |
| William Guy Forbeck Research Foundation | $1,000 | Hilton Head Island, SC, US | Public Charity Gift | 2024 |
| Wisconsin Historical Society | $1,000 | Madison, WI, US | Public Charity Gift | 2024 |
| Yerkes Future Foundation | $2,000 | Williams Bay, WI, US | Public Charity Gift | 2024 |
| Berkshire School | $1,000 | Sheffield, MA, US | Public Charity Gift | 2024 |
| Cardigan Mountain School | $1,000 | Canaan, NH, US | Public Charity Gift | 2024 |
| Classic Car Club Of America Museum | $1,000 | Rolling Meadows, IL, US | Public Charity Gift | 2024 |
| Design Foundation (Idsa Undergrad Sch Fund) | $1,000 | Dulles, VA, US | Public Charity Gift | 2024 |
| Environmental Education Foundation | $1,000 | Fontana, WI, US | Public Charity Gift | 2024 |
| Friends Of The Lake Geneva Public Library | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2024 |
| Geneva Area Foundation | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2024 |
| Geneva Lake Association Inc | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2024 |
| Geneva Lake Conservancy | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2024 |
| Geneva Lake Environmental Agency | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2024 |
| Geneva Lake Level Corporation | $1,500 | Lake Geneva, WI, US | Public Charity Gift | 2024 |
| Geneva Lake Museum | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2024 |
| Geneva Lake Sailing School | $3,000 | Fontana, WI, US | Public Charity Gift | 2024 |
| Geneva Lake Water Safety Comm Inc | $52,500 | Lake Geneva, WI, US | Public Charity Gift | 2024 |
| Gravik Animal Center | $25,000 | Key Largo, FL, US | Public Charity Gift | 2024 |
| Habitat For Humanity Of The Upper Keys | $1,000 | Big Pine Key, FL, US | Public Charity Gift | 2024 |
| Hazeldon Foundation | $1,200 | St Paul, MN, US | Public Charity Gift | 2024 |
| Holiday Home Camp | $10,000 | Williams Bay, WI, US | Public Charity Gift | 2024 |
| Keys Children Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2024 |
| Kishwauketoe Nature Conservancy | $3,500 | Williams Bay, WI, US | Public Charity Gift | 2024 |
| Lakeland Animal Shelter | $1,000 | Elkhorn, WI, US | Public Charity Gift | 2024 |
| Latin School Of Chicago | $1,000 | Chicago, IL, US | Public Charity Gift | 2024 |
| Nazareth Academy | $2,500 | La Grange Park, IL, US | Public Charity Gift | 2024 |
| Ocean Reef Chapel Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2024 |
| Ocean Reef Protestant Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2024 |
| Orcat | $1,000 | Key Largo, FL, US | Public Charity Gift | 2024 |
| Shirley Ryan Ability Lab | $3,000 | Chicago, IL, US | Public Charity Gift | 2024 |
| Stetson University | $1,000 | Deland, FL, US | Public Charity Gift | 2024 |
| William Guy Forbeck Research Foundation | $1,000 | Hilton Head Island, SC, US | Public Charity Gift | 2024 |
| Wisconsin Historical Society | $1,000 | Madison, WI, US | Public Charity Gift | 2024 |
| Yerkes Future Foundation | $2,000 | Williams Bay, WI, US | Public Charity Gift | 2024 |
| Berkshire School | $1,000 | Sheffield, MA, US | Public Charity Gift | 2023 |
| Cardigan Mountain School | $1,000 | Canaan, NH, US | Public Charity Gift | 2023 |
| Classic Car Club Of America Museum | $1,000 | Rolling Meadows, IL, US | Public Charity Gift | 2023 |
| Design Foundation (Idsa Undergrad Sch Fund) | $1,000 | Dulles, VA, US | Public Charity Gift | 2023 |
| Environmental Education Foundation | $1,000 | Fontana, WI, US | Public Charity Gift | 2023 |
| Friends Of The Lake Geneva Public Library | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2023 |
| Geneva Area Foundation | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2023 |
| Geneva Lake Association Inc | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2023 |
| Geneva Lake Conservancy | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2023 |
| Geneva Lake Environmental Agency | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2023 |
| Geneva Lake Level Corporation | $1,500 | Lake Geneva, WI, US | Public Charity Gift | 2023 |
| Geneva Lake Museum | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2023 |
| Geneva Lake Sailing School | $1,000 | Fontana, WI, US | Public Charity Gift | 2023 |
| Geneva Lake Water Safety Comm Inc | $52,500 | Lake Geneva, WI, US | Public Charity Gift | 2023 |
| Geo Williams Campus Of Aurora University | $10,000 | Williams Bay, WI, US | Public Charity Gift | 2023 |
| Habitat For Humanity Of The Upper Keys | $1,000 | Big Pine Key, FL, US | Public Charity Gift | 2023 |
| Hazeldon Foundation | $1,200 | St Paul, MN, US | Public Charity Gift | 2023 |
| Holiday Home Camp | $20,000 | Williams Bay, WI, US | Public Charity Gift | 2023 |
| Keys Children Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2023 |
| Kishwauketoe Nature Conservancy | $3,700 | Williams Bay, WI, US | Public Charity Gift | 2023 |
| Lakeland Animal Shelter | $1,000 | Elkhorn, WI, US | Public Charity Gift | 2023 |
| Latin School Of Chicago | $1,000 | Chicago, IL, US | Public Charity Gift | 2023 |
| Nazareth Academy | $3,500 | La Grange Park, IL, US | Public Charity Gift | 2023 |
| Ocean Reef Chapel Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2023 |
| Ocean Reef Protestant Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2023 |
| Orcat | $1,000 | Key Largo, FL, US | Public Charity Gift | 2023 |
| Shirley Ryan Ability Lab | $3,000 | Chicago, IL, US | Public Charity Gift | 2023 |
| Stetson University | $1,000 | Deland, FL, US | Public Charity Gift | 2023 |
| William Guy Forbeck Research Foundation | $1,000 | Hilton Head Island, SC, US | Public Charity Gift | 2023 |
| Wisconsin Historical Society | $1,000 | Madison, WI, US | Public Charity Gift | 2023 |
| Yerkes Future Foundation | $2,000 | Williams Bay, WI, US | Public Charity Gift | 2023 |
| Berkshire School | $1,000 | Sheffield, MA, US | Public Charity Gift | 2022 |
| Cardigan Mountain School | $1,000 | Canaan, NH, US | Public Charity Gift | 2022 |
| Classic Car Club Of America Museum | $1,000 | Rolling Meadows, IL, US | Public Charity Gift | 2022 |
| Design Foundation (Idsa Undergrad Sch Fund) | $1,000 | Dulles, VA, US | Public Charity Gift | 2022 |
| Environmental Education Foundation | $1,000 | Fontana, WI, US | Public Charity Gift | 2022 |
| Friends Of The Lake Geneva Public Library | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2022 |
| Geneva Area Foundation | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2022 |
| Geneva Lake Association Inc | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2022 |
| Geneva Lake Conservancy | $66,000 | Lake Geneva, WI, US | Public Charity Gift | 2022 |
| Geneva Lake Environmental Agency | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2022 |
| Geneva Lake Museum | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2022 |
| Geneva Lake Sailing School | $1,000 | Fontana, WI, US | Public Charity Gift | 2022 |
| Geneva Lake Water Safety Comm Inc | $2,500 | Lake Geneva, WI, US | Public Charity Gift | 2022 |
| Geo Williams Campus Of Aurora University | $10,000 | Williams Bay, WI, US | Public Charity Gift | 2022 |
| Habitat For Humanity Of The Upper Keys | $1,000 | Big Pine Key, FL, US | Public Charity Gift | 2022 |
| Hazeldon Foundation | $1,200 | St Paul, MN, US | Public Charity Gift | 2022 |
| Holiday Home Camp | $20,000 | Williams Bay, WI, US | Public Charity Gift | 2022 |
| Keys Children Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2022 |
| Kishwauketoe Nature Conservancy | $3,000 | Williams Bay, WI, US | Public Charity Gift | 2022 |
| Latin School Of Chicago | $1,000 | Chicago, IL, US | Public Charity Gift | 2022 |
| Nazareth Academy | $2,500 | La Grange Park, IL, US | Public Charity Gift | 2022 |
| Ocean Reef Chapel Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2022 |
| Ocean Reef Protestant Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2022 |
| Orcat | $1,000 | Key Largo, FL, US | Public Charity Gift | 2022 |
| Shirley Ryan Ability Lab | $3,000 | Chicago, IL, US | Public Charity Gift | 2022 |
| Stetson University | $1,000 | Deland, FL, US | Public Charity Gift | 2022 |
| William Guy Forbeck Research Foundation | $1,000 | Hilton Head Island, SC, US | Public Charity Gift | 2022 |
| Wisconsin Historical Society | $1,000 | Madison, WI, US | Public Charity Gift | 2022 |
| Yerkes Future Foundation | $2,200 | Williams Bay, WI, US | Public Charity Gift | 2022 |
| Berkshire School | $1,000 | Sheffield, MA, US | Public Charity Gift | 2022 |
| Cardigan Mountain School | $1,000 | Canaan, NH, US | Public Charity Gift | 2022 |
| Classic Car Club Of America Museum | $1,000 | Rolling Meadows, IL, US | Public Charity Gift | 2022 |
| Design Foundation (Idsa Undergrad Sch Fund) | $1,000 | Dulles, VA, US | Public Charity Gift | 2022 |
| Environmental Education Foundation | $1,000 | Fontana, WI, US | Public Charity Gift | 2022 |
| Friends Of The Lake Geneva Public Library | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2022 |
| Geneva Area Foundation | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2022 |
| Geneva Lake Association Inc | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2022 |
| Geneva Lake Conservancy | $66,000 | Lake Geneva, WI, US | Public Charity Gift | 2022 |
| Geneva Lake Environmental Agency | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2022 |
| Geneva Lake Museum | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2022 |
| Geneva Lake Sailing School | $1,000 | Fontana, WI, US | Public Charity Gift | 2022 |
| Geneva Lake Water Safety Comm Inc | $2,500 | Lake Geneva, WI, US | Public Charity Gift | 2022 |
| Geo Williams Campus Of Aurora University | $10,000 | Williams Bay, WI, US | Public Charity Gift | 2022 |
| Habitat For Humanity Of The Upper Keys | $1,000 | Big Pine Key, FL, US | Public Charity Gift | 2022 |
| Hazeldon Foundation | $1,200 | St Paul, MN, US | Public Charity Gift | 2022 |
| Holiday Home Camp | $20,000 | Williams Bay, WI, US | Public Charity Gift | 2022 |
| Keys Children Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2022 |
| Kishwauketoe Nature Conservancy | $3,000 | Williams Bay, WI, US | Public Charity Gift | 2022 |
| Latin School Of Chicago | $1,000 | Chicago, IL, US | Public Charity Gift | 2022 |
| Nazareth Academy | $2,500 | La Grange Park, IL, US | Public Charity Gift | 2022 |
| Ocean Reef Chapel Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2022 |
| Ocean Reef Protestant Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2022 |
| Orcat | $1,000 | Key Largo, FL, US | Public Charity Gift | 2022 |
| Shirley Ryan Ability Lab | $3,000 | Chicago, IL, US | Public Charity Gift | 2022 |
| Stetson University | $1,000 | Deland, FL, US | Public Charity Gift | 2022 |
| William Guy Forbeck Research Foundation | $1,000 | Hilton Head Island, SC, US | Public Charity Gift | 2022 |
| Wisconsin Historical Society | $1,000 | Madison, WI, US | Public Charity Gift | 2022 |
| Yerkes Future Foundation | $2,200 | Williams Bay, WI, US | Public Charity Gift | 2022 |
| Berkshire School | $1,000 | Sheffield, MA, US | Public Charity Gift | 2022 |
| Cardigan Mountain School | $1,000 | Canaan, NH, US | Public Charity Gift | 2022 |
| Classic Car Club Of America Museum | $1,000 | Rolling Meadows, IL, US | Public Charity Gift | 2022 |
| Design Foundation (Idsa Undergrad Sch Fund) | $1,000 | Dulles, VA, US | Public Charity Gift | 2022 |
| Environmental Education Foundation | $1,000 | Fontana, WI, US | Public Charity Gift | 2022 |
| Friends Of The Lake Geneva Public Library | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2022 |
| Geneva Area Foundation | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2022 |
| Geneva Lake Association Inc | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2022 |
| Geneva Lake Conservancy | $66,000 | Lake Geneva, WI, US | Public Charity Gift | 2022 |
| Geneva Lake Environmental Agency | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2022 |
| Geneva Lake Museum | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2022 |
| Geneva Lake Sailing School | $1,000 | Fontana, WI, US | Public Charity Gift | 2022 |
| Geneva Lake Water Safety Comm Inc | $2,500 | Lake Geneva, WI, US | Public Charity Gift | 2022 |
| Geo Williams Campus Of Aurora University | $10,000 | Williams Bay, WI, US | Public Charity Gift | 2022 |
| Habitat For Humanity Of The Upper Keys | $1,000 | Big Pine Key, FL, US | Public Charity Gift | 2022 |
| Hazeldon Foundation | $1,200 | St Paul, MN, US | Public Charity Gift | 2022 |
| Holiday Home Camp | $20,000 | Williams Bay, WI, US | Public Charity Gift | 2022 |
| Keys Children Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2022 |
| Kishwauketoe Nature Conservancy | $3,000 | Williams Bay, WI, US | Public Charity Gift | 2022 |
| Latin School Of Chicago | $1,000 | Chicago, IL, US | Public Charity Gift | 2022 |
| Nazareth Academy | $2,500 | La Grange Park, IL, US | Public Charity Gift | 2022 |
| Ocean Reef Chapel Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2022 |
| Ocean Reef Protestant Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2022 |
| Orcat | $1,000 | Key Largo, FL, US | Public Charity Gift | 2022 |
| Shirley Ryan Ability Lab | $3,000 | Chicago, IL, US | Public Charity Gift | 2022 |
| Stetson University | $1,000 | Deland, FL, US | Public Charity Gift | 2022 |
| William Guy Forbeck Research Foundation | $1,000 | Hilton Head Island, SC, US | Public Charity Gift | 2022 |
| Wisconsin Historical Society | $1,000 | Madison, WI, US | Public Charity Gift | 2022 |
| Yerkes Future Foundation | $2,200 | Williams Bay, WI, US | Public Charity Gift | 2022 |
| Berkshire School | $1,000 | Sheffield, MA, US | Public Charity Gift | 2021 |
| Cardigan Mountain School | $1,000 | Canaan, NH, US | Public Charity Gift | 2021 |
| Design Foundation (idsa Undergrad Sch Fund) | $1,000 | Dulles, VA, US | Public Charity Gift | 2021 |
| Environmental Education Foundation | $1,000 | Fontana, WI, US | Public Charity Gift | 2021 |
| Friends Of The Lake Geneva Public Library | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2021 |
| Geneva Area Foundation | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2021 |
| Geneva Lake Association Inc | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2021 |
| Geneva Lake Conservancy | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2021 |
| Geneva Lake Environmental Agency | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2021 |
| Geneva Lake Museum | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2021 |
| Geneva Lake Sailing School | $1,000 | Fontana, WI, US | Public Charity Gift | 2021 |
| Geneva Lake Water Safety Comm Inc | $2,500 | Lake Geneva, WI, US | Public Charity Gift | 2021 |
| Geo Williams Campus Of Aurora University | $10,000 | Williams Bay, WI, US | Public Charity Gift | 2021 |
| Habitat For Humanity Of The Upper Keys | $1,000 | Big Pine Key, FL, US | Public Charity Gift | 2021 |
| Hazeldon Foundation | $1,200 | St Paul, MN, US | Public Charity Gift | 2021 |
| Holiday Home Camp | $10,000 | Williams Bay, WI, US | Public Charity Gift | 2021 |
| Keys Children Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2021 |
| Kishwauketoe Nature Conservancy | $3,000 | Williams Bay, WI, US | Public Charity Gift | 2021 |
| Latin School Of Chicago | $1,000 | Chicago, IL, US | Public Charity Gift | 2021 |
| Nazareth Academy | $2,000 | La Grange Park, IL, US | Public Charity Gift | 2021 |
| Northwestern University Feinberg School Of Medicine | $1,000 | Chicago, IL, US | Public Charity Gift | 2021 |
| Ocean Reef Chapel Foundation | $26,000 | Key Largo, FL, US | Public Charity Gift | 2021 |
| Ocean Reef Protestant Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2021 |
| Orcat | $1,000 | Key Largo, FL, US | Public Charity Gift | 2021 |
| Shirley Ryan Ability Lab | $3,000 | Chicago, IL, US | Public Charity Gift | 2021 |
| St Isaac Jogues Psa | $1,000 | Hinsdale, IL, US | Public Charity Gift | 2021 |
| St Isaac Jogues | $1,000 | Hinsdale, IL, US | Public Charity Gift | 2021 |
| St John's Health Foundation | $3,000 | Jackson, WY, US | Public Charity Gift | 2021 |
| Stetson University | $1,000 | Deland, FL, US | Public Charity Gift | 2021 |
| William Guy Forbeck Research Foundation | $1,000 | Hilton Head Island, SC, US | Public Charity Gift | 2021 |
| Wisconsin Historical Society | $1,000 | Madison, WI, US | Public Charity Gift | 2021 |
| Yerkes Future Foundation | $26,333 | Williams Bay, WI, US | Public Charity Gift | 2021 |
| Berkshire School | $1,000 | Sheffield, MA, US | Public Charity Gift | 2020 |
| Cardigan Mountain School | $1,000 | Canaan, NH, US | Public Charity Gift | 2020 |
| Community Foundation Of Southern Wisconsin | $26,300 | Janesville, WI, US | Public Charity Gift | 2020 |
| Design Foundation (idsa Undergrad Sch Fund) | $1,000 | Dulles, VA, US | Public Charity Gift | 2020 |
| Environmental Education Foundation | $1,000 | Fontana, WI, US | Public Charity Gift | 2020 |
| Geneva Area Foundation | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2020 |
| Geneva Lake Association Inc | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2020 |
| Geneva Lake Conservancy | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2020 |
| Geneva Lake Environmental Agency | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2020 |
| Geneva Lake Sailing School | $1,000 | Fontana, WI, US | Public Charity Gift | 2020 |
| Geneva Lake Water Safety Comm Inc | $2,500 | Lake Geneva, WI, US | Public Charity Gift | 2020 |
| Geo Williams Campus Of Aurora University | $10,000 | Williams Bay, WI, US | Public Charity Gift | 2020 |
| Habitat For Humanity Of The Upper Keys | $1,000 | Big Pine Key, FL, US | Public Charity Gift | 2020 |
| Hazeldon Foundation | $1,200 | St Paul, MN, US | Public Charity Gift | 2020 |
| Holiday Home Camp | $10,000 | Williams Bay, WI, US | Public Charity Gift | 2020 |
| Keys Children Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2020 |
| Kishwauketoe Nature Conservancy | $2,000 | Williams Bay, WI, US | Public Charity Gift | 2020 |
| Latin School Of Chicago | $1,000 | Chicago, IL, US | Public Charity Gift | 2020 |
| Nazareth Academy | $2,000 | La Grange Park, IL, US | Public Charity Gift | 2020 |
| Northwestern University Feinberg School Of Medicine | $1,000 | Chicago, IL, US | Public Charity Gift | 2020 |
| Ocean Reef Chapel Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2020 |
| Ocean Reef Protestant Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2020 |
| Orcat | $1,000 | Key Largo, FL, US | Public Charity Gift | 2020 |
| Shirley Ryan Ability Lab | $3,000 | Chicago, IL, US | Public Charity Gift | 2020 |
| St Isaac Jogues Psa | $1,000 | Hinsdale, IL, US | Public Charity Gift | 2020 |
| St Isaac Jogues | $1,000 | Hinsdale, IL, US | Public Charity Gift | 2020 |
| Stetson University | $1,000 | Deland, FL, US | Public Charity Gift | 2020 |
| William Guy Forbeck Research Foundation | $1,000 | Hilton Head Island, SC, US | Public Charity Gift | 2020 |
| Wisconsin Historical Society | $1,000 | Madison, WI, US | Public Charity Gift | 2020 |
| Angels Sing Inc | $2,500 | Hinsdale, IL, US | Public Charity Gift | 2018 |
| Berkshire School | $1,000 | Sheffield, MA, US | Public Charity Gift | 2018 |
| Cardigan Mountain School | $1,000 | Canaan, NH, US | Public Charity Gift | 2018 |
| Children's Home And Aid | $1,000 | Chicago, IL, US | Public Charity Gift | 2018 |
| Design Foundation (idsa Undergrad Sch Fund) | $1,000 | Dulles, VA, US | Public Charity Gift | 2018 |
| Environmental Education Foundation | $500 | Fontana, WI, US | Public Charity Gift | 2018 |
| Geneva Area Foundation | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2018 |
| Geneva Lake Association Inc | $500 | Lake Geneva, WI, US | Public Charity Gift | 2018 |
| Geneva Lake Conservancy | $3,000 | Lake Geneva, WI, US | Public Charity Gift | 2018 |
| Geneva Lake Environmental Agency | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2018 |
| Geneva Lake Sailing School | $1,000 | Fontana, WI, US | Public Charity Gift | 2018 |
| Geneva Lake Water Safety Comm Inc | $3,500 | Lake Geneva, WI, US | Public Charity Gift | 2018 |
| Geo Williams Campus Of Aurora University | $10,000 | Williams Bay, WI, US | Public Charity Gift | 2018 |
| Habitat For Humanity Of The Upper Keys | $1,000 | Big Pine Key, FL, US | Public Charity Gift | 2018 |
| Hazeldon Foundation | $1,200 | St Paul, MN, US | Public Charity Gift | 2018 |
| Holiday Home Camp | $10,000 | Williams Bay, WI, US | Public Charity Gift | 2018 |
| Keys Children Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2018 |
| Kishwauketoe Nature Conservancy | $7,550 | Williams Bay, WI, US | Public Charity Gift | 2018 |
| Latin School Of Chicago | $1,000 | Chicago, IL, US | Public Charity Gift | 2018 |
| Northwestern University Feinberg School Of Medicine | $1,000 | Chicago, IL, US | Public Charity Gift | 2018 |
| Ocean Reef Chapel Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2018 |
| Ocean Reef Medical Center Foundation | $6,000 | Key Largo, FL, US | Public Charity Gift | 2018 |
| Orcat | $1,000 | Key Largo, FL, US | Public Charity Gift | 2018 |
| Protestant Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2018 |
| Shirley Ryan Ability Lab | $5,000 | Chicago, IL, US | Public Charity Gift | 2018 |
| St Isaac's Joques School | $1,500 | Hinsdale, IL, US | Public Charity Gift | 2018 |
| Stetson University | $1,000 | Deland, FL, US | Public Charity Gift | 2018 |
| William Guy Forbeck Research Foundation | $1,000 | Hilton Head Island, SC, US | Public Charity Gift | 2018 |
| Wisconsin Historical Society | $1,000 | Madison, WI, US | Public Charity Gift | 2018 |
| Berkshire School | $1,000 | Sheffield, MA, US | Public Charity Gift | 2017 |
| Cardigan Mountain School | $1,000 | Canaan, NH, US | Public Charity Gift | 2017 |
| Design Foundation (idsa Undergrad Sch Fund) | $1,000 | Dulles, VA, US | Public Charity Gift | 2017 |
| Environmental Education Foundation | $500 | Fontana, WI, US | Public Charity Gift | 2017 |
| Geneva Area Foundation | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2017 |
| Geneva Lake Association Inc | $500 | Lake Geneva, WI, US | Public Charity Gift | 2017 |
| Geneva Lake Conservancy | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2017 |
| Geneva Lake Environmental Agency | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2017 |
| Geneva Lake Sailing School | $1,000 | Fontana, WI, US | Public Charity Gift | 2017 |
| Geneva Lake Water Safety Comm Inc | $2,500 | Lake Geneva, WI, US | Public Charity Gift | 2017 |
| Geo Williams Campus Of Aurora University | $10,000 | Williams Bay, WI, US | Public Charity Gift | 2017 |
| Habitat For Humanity Of The Upper Keys | $1,000 | Big Pine Key, FL, US | Public Charity Gift | 2017 |
| Hazeldon Foundation | $1,200 | St Paul, MN, US | Public Charity Gift | 2017 |
| Holiday Home Camp | $11,000 | Williams Bay, WI, US | Public Charity Gift | 2017 |
| Keys Children Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2017 |
| Kishwauketoe Nature Conservancy | $2,500 | Williams Bay, WI, US | Public Charity Gift | 2017 |
| Latin School Of Chicago | $1,000 | Chicago, IL, US | Public Charity Gift | 2017 |
| Northwestern University Feinberg School Of Medicine | $1,000 | Chicago, IL, US | Public Charity Gift | 2017 |
| Ocean Reef Chapel Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2017 |
| Ocean Reef Community Foundation | $10,000 | Key Largo, FL, US | Public Charity Gift | 2017 |
| Ocean Reef Medical Center Foundation | $3,000 | Key Largo, FL, US | Public Charity Gift | 2017 |
| Orcat | $1,000 | Key Largo, FL, US | Public Charity Gift | 2017 |
| Protestant Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2017 |
| Stetson University | $1,000 | Deland, FL, US | Public Charity Gift | 2017 |
| Town Of Linn Police Department | $500 | Zenda, WI, US | Public Charity Gift | 2017 |
| William Guy Forbeck Research Foundation | $1,000 | Hilton Head Island, SC, US | Public Charity Gift | 2017 |
| Wisconsin Historical Society | $1,000 | Madison, WI, US | Public Charity Gift | 2017 |
| Berkshire School | $1,000 | Sheffield, MA, US | Public Charity Gift | 2016 |
| Cardigan Mountain School | $1,000 | Canaan, NH, US | Public Charity Gift | 2016 |
| Design Foundation (idsa Undergrad Sch Fund) | $1,000 | Dulles, VA, US | Public Charity Gift | 2016 |
| Fitms | $500 | Barrington, IL, US | Public Charity Gift | 2016 |
| Geneva Area Foundation | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2016 |
| Geneva Lake Association Inc | $500 | Lake Geneva, WI, US | Public Charity Gift | 2016 |
| Geneva Lake Conservancy | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2016 |
| Geneva Lake Environmental Agency | $1,000 | Lake Geneva, WI, US | Public Charity Gift | 2016 |
| Geneva Lake Sailing School | $1,000 | Fontana, WI, US | Public Charity Gift | 2016 |
| Geneva Lake Water Safety Comm Inc | $2,500 | Lake Geneva, WI, US | Public Charity Gift | 2016 |
| Geo Williams Campus Of Aurora University | $20,000 | Williams Bay, WI, US | Public Charity Gift | 2016 |
| Habitat For Humanity Of The Upper Keys | $1,000 | Big Pine Key, FL, US | Public Charity Gift | 2016 |
| Hazeldon Foundation | $1,200 | St Paul, MN, US | Public Charity Gift | 2016 |
| Holiday Home Camp | $11,000 | Williams Bay, WI, US | Public Charity Gift | 2016 |
| Keys Children Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2016 |
| Kishwauketoe Nature Conservancy | $2,500 | Williams Bay, WI, US | Public Charity Gift | 2016 |
| Latin School Of Chicago | $1,000 | Chicago, IL, US | Public Charity Gift | 2016 |
| Northwestern University Feinberg School Of Medicine | $1,000 | Chicago, IL, US | Public Charity Gift | 2016 |
| Ocean Reef Chapel Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2016 |
| Ocean Reef Medical Center Foundation | $6,000 | Key Largo, FL, US | Public Charity Gift | 2016 |
| Orcat | $1,000 | Key Largo, FL, US | Public Charity Gift | 2016 |
| Protestant Foundation | $1,000 | Key Largo, FL, US | Public Charity Gift | 2016 |
| Stetson University | $1,000 | Deland, FL, US | Public Charity Gift | 2016 |
| William Guy Forbeck Research Foundation | $1,000 | Hilton Head Island, SC, US | Public Charity Gift | 2016 |
| Wisconsin Historical Society | $1,000 | Madison, WI, US | Public Charity Gift | 2016 |
Foundations Similar to Otzen Family Foundation Incorporated
Discover 5 foundations with comparable assets ($3,163,462-$3,408,519), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
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Contact Information
Official contact details for Otzen Family Foundation Incorporated as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 39-1919852 |
| Website | N/A |
| Address | PO BOX 190 Lake Geneva, WI 53147-0190 |
Key People (5)
Board members, trustees, and key staff who oversee Otzen Family Foundation Incorporated's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President/director | Karl G Otzen |
|---|---|
| Director | Liza E Gianares |
| Director | Leigh W Otzen |
| Treasurer/manager | Donald J Parker Jr |
| Secretary | Judy Steininger |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Otzen Family Foundation Incorporated is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.
Data Currency: Last updated
March 2026
based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.