Francis R And Ruth E Oberreich Foundation
- Assets
- $2.6m
- Revenue
- $85.5k
- Investments
- $2.4m
- Employees
- 0
- Location
- Markesan, WI
- Founding
- 04/1999
- Data as of
- 12/2020
- EIN
- 39-1941148
Organization Overview
Francis R And Ruth E Oberreich Foundation is located in Markesan, WI. The organization was established in 1999. According to its NTEE Classification (B12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Francis R And Ruth E Oberreich Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Francis R And Ruth E Oberreich Foundation generated $85.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 2 years, the organization has seen revenues fall by an average of (25.2%) each year. All expenses for the organization totaled $228.0k during the year ending 12/2020. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Francis R And Ruth E Oberreich Foundation has awarded 111 individual grants totaling $401,197. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Joan R Slate Treasurer | 1 | $1,200 | |
Richard Slate Secretary | 1 | $1,200 | |
Thomas Gendron Director | 1 | $1,200 | |
William R Slate President | 1 | $1,080 | |
Craig Smestad Vice President | 1 | $1,080 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $68 |
| Dividends & Interest | $64,553 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $15,561 |
| Capital Gain Net Income | $15,561 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $5,363 |
| Total Revenue | $85,545 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $3,560 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,066 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $1,383 |
| Printing and publications | $0 |
| Other expenses | $10,528 |
| Total operating and administrative expenses | $73,900 |
| Contributions, gifts, grants paid | $154,079 |
| Total expenses and disbursements | $227,979 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $131,138 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,432,475 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $209 |
| Total assets | $2,571,105 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Francis R And Ruth E Oberreich Foundation has awarded $143,069 in support to 35 organizations.
| Grant Recipient | Amount |
|---|---|
Green Lake, WI PURPOSE: BIKE TRAILS | $50,000 |
MANCHESTER ACTIVITY CENTER PURPOSE: COMMUNITY OUTREACH | $21,370 |
Markesan, WI PURPOSE: GENERAL DONATION | $6,150 |
Neshkoro, WI PURPOSE: GENERAL DONATION | $5,500 |
Fond Du Lac, WI PURPOSE: GENERAL DONATION | $5,000 |
Princeton, WI PURPOSE: DIRECTOR DONATION | $5,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Big Shoulders Fund Chicago, IL | $125,993,936 | $62,883,883 |
Wonderful Foundations Minneapolis, MN | $335,018,950 | $18,325,687 |
Northern School District Tr Nsdt Ashland, WI | $7,100,055 | $19,700,380 |
Plumbers & Steamfitters H & W Trust Iowa State Bank Ttee Des Moines, IA | $75,894,378 | $21,812,028 |
Cristo Rey Network Chicago, IL | $14,102,009 | $11,695,592 |
City Colleges Of Chicago Foundation Chicago, IL | $22,678,364 | $14,327,610 |
Big Ten Academic Alliance Champaign, IL | $13,766,841 | $9,203,675 |
P E O Foundation Des Moines, IA | $140,487,423 | $16,863,604 |
Holy Family Ministries Chicago, IL | $16,241,007 | $8,503,495 |
Drexel Funds Milwaukee, WI | $18,531,220 | $8,522,964 |
North Central States Regional Council Of Carpenters Trng Fund Eau Claire, WI | $10,404,488 | $4,232,713 |
Sme Education Foundation Southfield, MI | $34,257,056 | $11,054,523 |