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Nonprofit · EIN 39-1919852

OTZEN FAMILY FOUNDATION INC

Tax-exempt · LAKE GENEVA, WI 53147

Financials

$609K$135K2023$146K$145K2024$352K$175K2025
Revenue Expenses · by fiscal year end
Financials of OTZEN FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$352,349$174,508$177,841$3,412,777$0$3,412,777
December 31, 2024990-PF$145,982$145,460$522$3,344,395$0$3,344,395
December 31, 2023990-PF$608,503$135,413$473,090$2,942,019$0$2,942,019
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$30,451
Net gain from sales of assets
$321,898

Expenses

Grants and similar amounts paid
$155,200
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$155,200
Excise tax on investment income
$4,898

Balance sheet and other

Total assets, start of year
$3,344,395
Total assets, end of year
$3,412,777
Total liabilities, end of year
$0
Net assets, end of year
$3,412,777
Fair market value of assets
$3,412,777
Qualifying distributions
$155,200
Net investment income
$352,349

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
KARL G OTZEN
PO BOX 190, LAKE GENEVA, WI 53147
PRESIDENT/DIRECTOR0$0
LIZA E GIANARES
PO BOX 190, LAKE GENEVA, WI 53147
DIRECTOR0$0
LEIGH W OTZEN
PO BOX 190, LAKE GENEVA, WI 53147
SECRETARY\DIRECTOR0$0
DONALD J PARKER JR
PO BOX 190, LAKE GENEVA, WI 53147
TREASURER/MANAGER0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
KARL G OTZEN
PO BOX 190, LAKE GENEVA, WI 53147
PRESIDENT/DIRECTOR0$0
LIZA E GIANARES
PO BOX 190, LAKE GENEVA, WI 53147
DIRECTOR0$0
LEIGH W OTZEN
PO BOX 190, LAKE GENEVA, WI 53147
DIRECTOR0$0
DONALD J PARKER JR
PO BOX 190, LAKE GENEVA, WI 53147
TREASURER/MANAGER0$0
JUDY STEININGER
PO BOX 190, LAKE GENEVA, WI 53147
SECRETARY0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
KARL G OTZEN
PO BOX 190, LAKE GENEVA, WI 53147
PRESIDENT/DIRECTOR0$0
LIZA E GIANARES
PO BOX 190, LAKE GENEVA, WI 53147
DIRECTOR0$0
LEIGH W OTZEN
PO BOX 190, LAKE GENEVA, WI 53147
DIRECTOR0$0
DONALD J PARKER JR
PO BOX 190, LAKE GENEVA, WI 53147
TREASURER/MANAGER0$0
JUDY STEININGER
PO BOX 190, LAKE GENEVA, WI 53147
SECRETARY0$0

Address and contacts

Address (IRS master file)
PO BOX 190, LAKE GENEVA, WI 53147-0190
In care of
% CIRCLE L CAPITAL MANAGEMENT CO
Signed the 990-PF
DONALD J PARKER JR, MANAGER
Phone
(262) 248-7878
Return prepared by
CHAMBERLAIN OTTE CPAS LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-1919852
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,412,777
Income (IRS master file)
$672,826

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$352,349$174,508$3,412,777IRS
990-PFDecember 2024$145,982$145,460$3,344,395XML
990-PFDecember 2023$608,503$135,413$2,942,019XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1919852).

Questions about OTZEN FAMILY FOUNDATION INC

What is the EIN of OTZEN FAMILY FOUNDATION INC?
The employer identification number (EIN) of OTZEN FAMILY FOUNDATION INC is 39-1919852.
Is OTZEN FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to OTZEN FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OTZEN FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of OTZEN FAMILY FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OTZEN FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of OTZEN FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does OTZEN FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $352,349, expenses of $174,508 and total assets of $3,412,777 at year end.

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