Francis R And Ruth E Oberreich Foundation
- Assets
- $2.8m
- Revenue
- $186.5k
- Investments
- $2.7m
- Employees
- 0
- Location
- Markesan, WI
- Founding
- 04/1999
- Data as of
- 12/2022
- 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 12/2022, Francis R And Ruth E Oberreich Foundation generated $186.5k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 5.1% each year. All expenses for the organization totaled $215.0k during the year ending 12/2022. While expenses have increased by 0.5% per year over the past 4 years. They've been increasing with an increasing level of total revenue. 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 193 individual grants totaling $674,191. 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 |
|---|---|---|---|
William R Slate President | 1 | $1,980 | |
Craig Smestad Vice President | 1 | $1,800 | |
Joan R Slate Treasurer | 1 | $2,000 | |
Richard Slate Secretary | 1 | $2,000 | |
Thomas Gendron Director | 1 | $2,080 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $71,442 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $106,839 |
| Capital Gain Net Income | $107,509 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $8,198 |
| Total Revenue | $186,479 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $4,480 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $11,282 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $2,296 |
| Printing and publications | $0 |
| Other expenses | $8,216 |
| Total operating and administrative expenses | $81,067 |
| Contributions, gifts, grants paid | $133,900 |
| Total expenses and disbursements | $214,967 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $80,626 |
| 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 | $2,681,177 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,769,086 |
| 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 $139,094 in support to 43 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN LEGION AUXILIARY PURPOSE: BADGER GIRLS/CHILDRENS PROGRAMS | $6,000 |
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS PURPOSE: YOUTH PROGRAMS | $1,000 |
ARBOR DAY FOUNDATION PURPOSE: TREE FOR AMERICA | $15 |
THE ARC FOND DU LAC INC PURPOSE: YOUTH PROGRAMS | $15,000 |
BOYS & GIRLS CLUB - TRI COUNTY PURPOSE: YOUTH ACTIVITIES | $850 |
FRIENDS OF THE CAESTECKER PUBLIC LIBRARY PURPOSE: GENERAL DONATION | $100 |