Otzen Family Foundation Incorporated
Preselected recipients only
Otzen Family Foundation Incorporated is a private foundation in Lake Geneva, Wisconsin. In tax year 2025 it gave $155,200 in 31 grants; the typical grant was $1,000 and the largest $98,000. It only gives to organizations it selects itself and does not accept unsolicited applications.
From its IRS Form 990-PF for tax year 2025.
- Grants paid, 2025$155,200
- Number of grants31
- Typical grant$1,000
- Largest grant$98,000
- Assets$3.4 million
- New grantees3%
Giving in 2025 was up from $125,200 the year before.
3% of its 2025 grantees had not received a grant from it the year before, so most of its money goes to organizations it already funds.
Giving by year
| Tax year | Grants paid | Number of grants | Assets |
|---|---|---|---|
| 2023 | $119,400 | 31 | $2.9 million |
| 2024 | $125,200 | 31 | $3.3 million |
| 2025 | $155,200 | 31 | $3.4 million |
How to apply
Otzen Family Foundation Incorporated says in its IRS filing that it only makes contributions to preselected organizations, so unsolicited applications are unlikely to be considered. Organizations it funds are usually invited.
What Otzen Family Foundation Incorporated funds
Where it gives
Its grants went to recipients in 9 states, the most to Wisconsin.
| State | Grants | Amount |
|---|---|---|
| Wisconsin | 15 | $126,500 |
| California | 1 | $10,000 |
| Illinois | 4 | $7,500 |
| Florida | 6 | $6,000 |
| Minnesota | 1 | $1,200 |
| Massachusetts | 1 | $1,000 |
| New Hampshire | 1 | $1,000 |
| South Carolina | 1 | $1,000 |
| Virginia | 1 | $1,000 |
Grants paid in 2025
| Recipient | Purpose | Amount |
|---|---|---|
| Yerkes Future Foundation | Public charity gift | $98,000 |
| Holiday Home Camp | Public charity gift | $10,000 |
| Our House Grief Support Center | Public charity gift | $10,000 |
| Kishwauketoe Nature Conservancy | Public charity gift | $3,500 |
| Shirley Ryan Ability Lab | Public charity gift | $3,000 |
| Geneva Lake Water Safety Comm Inc | Public charity gift | $2,500 |
| Nazareth Academy | Public charity gift | $2,500 |
| Geneva Lake Sailing School | Public charity gift | $2,000 |
| Geneva Lake Level Corporation | Public charity gift | $1,500 |
| Hazeldon Foundation | Public charity gift | $1,200 |
| Berkshire School | Public charity gift | $1,000 |
| Cardigan Mountain School | Public charity gift | $1,000 |
| Classic Car Club of America Museum | Public charity gift | $1,000 |
| Design Foundation (Idsa Undergrad Sch Fund) | Public charity gift | $1,000 |
| Environmental Education Foundation | Public charity gift | $1,000 |
| Friends of the Lake Geneva Public Library | Public charity gift | $1,000 |
| Geneva Area Foundation | Public charity gift | $1,000 |
| Geneva Lake Association Inc | Public charity gift | $1,000 |
| Geneva Lake Conservancy | Public charity gift | $1,000 |
| Geneva Lake Environmental Agency | Public charity gift | $1,000 |
| Geneva Lake Museum | Public charity gift | $1,000 |
| Habitat for Humanity of the Upper Keys | Public charity gift | $1,000 |
| Keys Children Foundation | Public charity gift | $1,000 |
| Lakeland Animal Shelter | Public charity gift | $1,000 |
| Latin School of Chicago | Public charity gift | $1,000 |
| Ocean Reef Chapel Foundation | Public charity gift | $1,000 |
| Ocean Reef Protestant Foundation | Public charity gift | $1,000 |
| Orcat | Public charity gift | $1,000 |
| Stetson University | Public charity gift | $1,000 |
| William Guy Forbeck Research Foundation | Public charity gift | $1,000 |
| Wisconsin Historical Society | Public charity gift | $1,000 |
Officers and trustees
- Karl G Otzen
- Liza E Gianares
- Leigh W Otzen
- Donald J Parker Jr
Questions people ask
Does Otzen Family Foundation Incorporated accept grant applications?
No. Its IRS filing says it only makes contributions to preselected organizations.
How much does Otzen Family Foundation Incorporated give?
$155,200 in tax year 2025, across 31 grants, with a typical grant of $1,000.
Who runs Otzen Family Foundation Incorporated?
Its 2025 filing lists Karl G Otzen (President/Director), Liza E Gianares (Director), Leigh W Otzen (Secretary\director) and Donald J Parker Jr (Treasurer/Manager).
What does Otzen Family Foundation Incorporated fund?
Based on its grants, mainly youth programs, education and environment and conservation.