Bernadette M Otto Charitable Foundation Ua Dtd 8-28-2001
- Assets
- $698.5k
- Revenue
- $3.0k
- Investments
- $680.3k
- Employees
- 0
- Location
- Tomah, WI
- Founding
- 03/2019
- Data as of
- 12/2023
- EIN
- 82-6538323
Organization Overview
Bernadette M Otto Charitable Foundation Ua Dtd 8-28-2001 is located in Tomah, WI. The organization was established in 2019. According to its NTEE Classification (T23) the organization is classified as: Private Operating Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bernadette M Otto Charitable Foundation Ua Dtd 8-28-2001 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 12/2023, Bernadette M Otto Charitable Foundation Ua Dtd 8-28-2001 generated $3.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (42.5%) each year. All expenses for the organization totaled $66.0k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, Bernadette M Otto Charitable Foundation Ua Dtd 8-28-2001 has awarded 62 individual grants totaling $222,000. 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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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $433 |
| Dividends & Interest | $17,514 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$14,925 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $3,022 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $5,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $460 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $8,577 |
| Total operating and administrative expenses | $15,959 |
| Contributions, gifts, grants paid | $50,000 |
| Total expenses and disbursements | $65,959 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $18,171 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $698,510 |
| 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, Bernadette M Otto Charitable Foundation Ua Dtd 8-28-2001 has awarded $50,000 in support to 16 organizations.
| Grant Recipient | Amount |
|---|---|
AREA COMMUNITY THEATRE INC PURPOSE: BUILDING REPAIRS AND MAINTENANCE | $3,000 |
BOYS & GIRLS CLUB OF WEST CENTRAL WISCONSIN PURPOSE: GENERAL SUPPLIES | $2,000 |
CHASING DAYLIGHT ANIMAL SHELTER INC PURPOSE: GENERAL SUPPLIES | $3,000 |
FAMILIES FIRST OF MONROE COUNTY PURPOSE: GENERAL SUPPLIES | $2,000 |
FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST PURPOSE: GENERAL SUPPLIES | $15,000 |
KINDNESS COMMUNITY INC PURPOSE: GENERAL SUPPLIES | $2,000 |