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· Private foundation

Otzen Family Foundation Incorporated

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$155k
Granted FY2025still arriving
31
Grants FY2025still arriving
9
States reached
$98k
Largest
01What you fund
0197% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172025.

Science & Tech$149kEducation$130kPublic Safety & Disaster$124kRecreation & Sports$123kEnvironment$108kPhilanthropy$79kReligion$47kHealth$43kOther$0
02FY2025 · 31 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k28 grants · $37k
  • $10k–50k2 grants · $20k
  • $50k–250k1 grant · $98k
$1,000
Median grant
9
States reached
$3.4M
Total assets
Largest grants
RecipientAmount
YERKES FUTURE FOUNDATION$98,000
OUR HOUSE GRIEF SUPPORT CENTER$10,000
HOLIDAY HOME CAMP$10,000
Individual grant recipient$3,500
SHIRLEY RYAN ABILITY LAB$3,000
NAZARETH ACADEMY$2,500
GENEVA LAKE WATER SAFETY COMM INC$2,500
GENEVA LAKE SAILING SCHOOL$2,000
GENEVA LAKE LEVEL CORPORATION$1,500
HAZELDON FOUNDATION$1,200
STETSON UNIVERSITY$1,000
GENEVA LAKE ASSOCIATION INC$1,000
DESIGN FOUNDATION (IDSA UNDERGRAD SCH FUND)$1,000
KEYS CHILDREN FOUNDATION$1,000
FRIENDS OF THE LAKE GENEVA PUBLIC LIBRARY$1,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY17–25, $11k) land where the poverty rate runs at 13%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 11%KEYS CHILDREN FOUNDATION: $1k → 13%KEYS CHILDREN FOUNDATION: $1k → 13%KEYS CHILDREN FOUNDATION: $1k → 13%KEYS CHILDREN FOUNDATION: $1k → 13%KEYS CHILDREN FOUNDATION: $1k → 13%CHILDREN'S HOME AND AID: $1k → 14%CHILDREN'S HOME AND AID: $500 → 14%KEYS CHILDREN FOUNDATION: $1k → 13%KEYS CHILDREN FOUNDATION: $1k → 13%KEYS CHILDREN FOUNDATION: $1k → 13%KEYS CHILDREN FOUNDATION: $1k → 13%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

NH
MN
IL
WI
MA
WY
CA
VA
SC
FL

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

95%of every dollar goes to organizations you’ve funded before.
$825k · 38 repeat orgs$40k to everyone else

38 repeat relationships — 30 still active in FY2025, 8 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

38
4

Total granted

$825k
$30k

Median revenue growth · since first grant

+41%
+153%

Still filing today

53%
25%

New vs renewed · share of each year

In FY2025, 94% of grant dollars renewed an existing relationship; $10k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
EducationHealthRecreation & SportsEnvironmentHuman ServicesPublic Safety & DisasterOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • GL
    Geneva Lake Water Safety Committee Inc
    9× · 2017–2025 · $124k · revenue +32%
  • LAKE GENEVA FRESH AIR ASSOCIATION INC
    9× · 2017–2025 · $111k · revenue +45%
  • GL
    GENEVA LAKE CONSERVANCY INC
    9× · 2017–2025 · $79k · revenue +203%

Funded once

  • GA
    GRAVIK ANIMAL CENTER
    one grant, 2024 · $25k
  • SJ
    St John's Health Foundationgraduated
    one grant, 2021 · $3k · revenue +153%
  • SI
    ST ISAAC'S JOQUES SCHOOL
    one grant, 2018 · $2k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Great Lakes Museum of Science Environment and Technology

Our mission is to make science, technology, engineering, and math (stem) come alive, and our vision is a community where all people value stem to inform decision making and enrich lives. (continued on schedule o)guiding principles: we help…

Science & Tech
2
Geneva Library Foundation

Raise funds and maintain and endowment to support the mission of the Geneva Public Library of Geneva IL

Education
3
Chicago Maritime Museum

Operation of a nautical history museum.

4
Geneva Historical Society

Historic Geneva (Geneva Historical Society) shares and preserves Geneva's stories through crafted educational experiences that engage the community and visitors with its diverse history.

Arts & Culture
5
Wisconsin Association of Lakes Inc

The mission of the wisconsin association of lakes is to conserve, enhance, and restore wisconsin's 15,000 lakes to ensure their sustainability for the benefit and collective use and enjoyment for this and future generations.

Environment
6
Lake Forest Open Lands Association

Since its establishment in 1967, the association has acquired, preserved and maintained over 930 acres of local native landscapes including prairies, savannas, ravines, woodlands and wetlands for the benefit and enjoyment of the entire…

Environment
7
Lake Champlain Land Trust Inc

The mission of the lake champlain land trust is to save the scenic beauty, natural communities, and recreational amenities of lake champlain by permanently preserving significant islands, shoreline areas, and natural communities in the…

Environment
8
Great Lakes Intercollegiate Athletic Conference

To administer intercollegiate athletic programs for colleges and universities

Recreation & Sports
9
The Great Lakes Historical Society

The great lakes historical society is dedicated to the preservation of great lakes history.

10
Lake Forest College

Provide post-secondary education leading to a baccalaureate degree. Program service expenditures are made in conjunction with the operation of a liberal arts college spread over 107 acres with approximately 63 educational and support…

Education
11
Legacy Land Conservancy

Safeguard southern michigan's land and water to support diverse, resilient, and thriving communities - forever

Environment
12
Georgia Aquarium Foundation Inc

To be the fundraising arm for the georgia aquarium, inc., to hold financial and other investments for the benefit of the georgia aquarium, inc., and to make distributions/grants/loans to and for the benefit of the georgia aquarium, inc.…

Animals

For reference, the grantee most central to the portfolio’s shape is Community Foundation of Southern Wisconsin Inc and the most unlike its peers is Rehabilitation Institute of Chicago. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyCommunity Arts OrganizationsLand Conservation Organizat…Public Library SupportChild and Family ServicesAnimal Rescue and AdoptionCommunity Health CentersFaith-Based Liberal Arts Co…Independent K-8 SchoolsChristian Youth CampsCommunity Foundations
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 44 years old; the field is 20. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number17%0%<5yr12%4%5–10yr20%0%10–20yr16%31%20–35yr16%23%35–55yr19%42%55yr+
THE FIELDby orgYOUR MONEYby value17%0%<5yr12%19%5–10yr20%0%10–20yr16%19%20–35yr16%33%35–55yr19%29%55yr+

The field is 17% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 8% of the field you don’t fund.

orgs you fund
0.0%0/26
the rest of the field
8%
3,022/36,500

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

25 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 25 of the 45 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
8
Early backer (in before they grew)
24/25
Grantees still filing
21/25
Grew since you first funded

Where your money sits — by cause, then by grantee

GEO WILLIAMS CAMPUS OF AURORA UNIVERSITY — $70,000 · OtherGEO WILLIAMS CAMPUS OF AURORA UNIVERSIT…OCEAN REEF CHAPEL FOUNDATION INC — $35,000 · OtherOCEAN REEF CHAPEL FOUNDATION INCIndividual grant recipient — $33,600 · OtherIndividual grant recipientGRAVIK ANIMAL CENTER — $25,000 · OtherGRAVIK ANIMAL CENTERNAZARETH ACADEMY — $17,000 · OtherHAZELDON FOUNDATION — $10,800 · Other+23 more — $130,000 · Other+23 moreYERKES FUTURE FOUNDATION INC — $130,533 · EducationYERKES FUTURE FOUNDA…THE BERKSHIRE SCHOOL INC — $9,000 · EducationTHE BERKSHIRE SCHOOL…CARDIGAN MOUNTAIN SCHOOL — $9,000 · EducationCARDIGAN MOUNTAIN SC…STETSON UNIVERSITY INC — $9,000 · EducationSTETSON UNIVERSITY I…THE LATIN SCHOOL OF CHICAGO — $9,000 · EducationTHE LATIN SCHOOL OF …LAKE GENEVA FRESH AIR ASSOCIATION INC — $111,000 · Recreation & SportsLAKE GENEVA FRE…GENEVA LAKE SAILING SCHOOL INC — $12,000 · Recreation & SportsGENEVA LAKE SAI…Northwestern University — $5,000 · Recreation & SportsGeneva Lake Water Safety Committee Inc — $123,500 · Public Safety & DisasterGeneva Lake Wat…GENEVA LAKE CONSERVANCY INC — $79,000 · EnvironmentGENEVA LAK…GENEVA LAKE ASSOCIATION INC — $7,500 · EnvironmentGENEVA LAK…COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN INC — $49,300 · PhilanthropyOCEAN REEF COMMUNITY FOUNDATION INC — $10,000 · PhilanthropyRehabilitation Institute of Chicago — $26,000 · HealthOUR HOUSE GRIEF SUPPORT CENTER — $10,000 · HealthSt John's Health Foundation — $3,000 · Health
Other$321,400Education$166,533Recreation & Sports$128,000Public Safety & Disaster$123,500Environment$86,500Philanthropy$59,300Health$39,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetYERKES FUTURE FOUNDATION INC — $130,533 over 5y, 0.5% of budgetGeneva Lake Water Safety Committee Inc — $123,500 over 9y, 4.3% of budgetLAKE GENEVA FRESH AIR ASSOCIATION INC — $111,000 over 9y, 1.8% of budgetGENEVA LAKE CONSERVANCY INC — $79,000 over 9y, 7.5% of budgetCOMMUNITY FOUNDATION OF SOUTHERN WISCONSIN INC — $49,300 over 2y, 0.4% of budgetOCEAN REEF CHAPEL FOUNDATION INC — $35,000 over 9y, 0.5% of budgetRehabilitation Institute of Chicago — $26,000 over 8y, 0.0% of budgetGENEVA LAKE SAILING SCHOOL INC — $12,000 over 9y, 0.5% of budgetOCEAN REEF COMMUNITY FOUNDATION INC — $10,000 over 1y, 0.1% of budgetORCAT INC — $9,000 over 9y, 0.1% of budgetKEYS CHILDREN'S FOUNDATION INC — $9,000 over 9y, 0.3% of budgetGENEVA AREA FOUNDATION INC HORTICULTURAL HALL — $9,000 over 9y, 0.7% of budgetTHE BERKSHIRE SCHOOL INC — $9,000 over 9y, 0.0% of budgetCARDIGAN MOUNTAIN SCHOOL — $9,000 over 9y, 0.0% of budgetSTETSON UNIVERSITY INC — $9,000 over 9y, 0.0% of budgetTHE LATIN SCHOOL OF CHICAGO — $9,000 over 9y, 0.0% of budgetOCEAN REEF MEDICAL CENTER FOUNDATION INC — $9,000 over 2y, 0.1% of budgetTHE ENVIRONMENTAL EDUCATION FOUNDATION INC — $7,500 over 9y, 2.9% of budgetGENEVA LAKE ASSOCIATION INC — $7,500 over 9y, 1.2% of budgetFRIENDS OF THE LAKE GENEVA PUBLIC LIBRARY INC — $5,000 over 5y, 0.2% of budgetNorthwestern University — $5,000 over 5y, 0.0% of budgetGENEVA LAKE MUSEUM INC — $5,000 over 5y, 0.4% of budgetSt John's Health Foundation — $3,000 over 1y, 0.1% of budgetCHILDREN'S HOME & AID SOCIETY OF ILL — $1,500 over 2y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

  • Who funds YERKES FUTURE FOUNDATION INC
  • Who funds Geneva Lake Water Safety Committee Inc
  • Who funds LAKE GENEVA FRESH AIR ASSOCIATION INC
  • Who funds GENEVA LAKE CONSERVANCY INC
  • Who funds COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN INC
  • Who funds OCEAN REEF CHAPEL FOUNDATION INC
  • Who funds Rehabilitation Institute of Chicago
  • Who funds GENEVA LAKE SAILING SCHOOL INC
  • Who funds OCEAN REEF COMMUNITY FOUNDATION INC
  • Who funds OUR HOUSE GRIEF SUPPORT CENTER
  • Who funds ORCAT INC
  • Who funds KEYS CHILDREN'S FOUNDATION INC
  • Who funds GENEVA AREA FOUNDATION INC HORTICULTURAL HALL
  • Who funds THE BERKSHIRE SCHOOL INC
  • Who funds CARDIGAN MOUNTAIN SCHOOL
  • Who funds STETSON UNIVERSITY INC
  • Who funds THE LATIN SCHOOL OF CHICAGO
  • Who funds OCEAN REEF MEDICAL CENTER FOUNDATION INC
  • Who funds THE ENVIRONMENTAL EDUCATION FOUNDATION INC
  • Who funds GENEVA LAKE ASSOCIATION INC
  • Who funds FRIENDS OF THE LAKE GENEVA PUBLIC LIBRARY INC
  • Who funds Northwestern University
  • Who funds GENEVA LAKE MUSEUM INC
  • Who funds St John's Health Foundation

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Alben F & Clara G Bates FoundationIL28.4× affinity11 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Alben F & Clara G Bates Foundation · Dean L & Rosemarie Buntrock Foundation · A G Cox Charity Trust Xxxxx9001 · The Anna Emery Hanson Charitable Foundation 1 · The John a Miller Family Foundation · Milton R Brown Family Foundation · The Simms Family Foundation · Ec Styberg Foundation Inc · Carol Bernick Family Foundation · Andrew Family Foundation · The Chicago Community Trust · The Griffith Family Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Otzen Family Foundation Incorporated funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 50%1%3%6%10%your share of their income ↑0%5%10%15%20%share of the org’s income from governmentmedian 0%
  • Stetson University Inc0% of income from government
no gov moneyreceives it· size = income
5get no government money at all
2report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–20%
typical government reliance, FY2025

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Otzen Family Foundation Incorporated?

Find your warmest path to Otzen Family Foundation Incorporated through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 45 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph