EIN 37-6140950

George P Obertate Trust

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
Year formed
2003
Most recent tax filings
2022-12-01
NTEE code, primary
Description
The George P Obertate Trust is a private foundation located in Milwaukee, WI that primarily funds general operating. Its grantees include Bethesda Lutheran Communities Inc and it made one grant last year.
Total revenues
$105,570
2022
Total expenses
$293,458
2022
Total assets
$3,865,555
2022
Num. employees
n/a

Personnel at George P Obertate Trust

NameTitle
U S Bank N A ByTrustee

Financials for George P Obertate Trust

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Investment income and dividends$91,481
Net rental income$0
Net gain from sale of non-inventory assets$13,935
Gross sales of inventory$0
Miscellaneous revenues$154
Total revenues$105,570

Form 990s for George P Obertate Trust

Fiscal year endingDate received by IRSFormPDF link
2020-122021-06-22990PFView PDF
2019-122020-09-22990PRView PDF
2018-122019-06-19990PFView PDF
2017-122018-08-23990PFView PDF
2016-122017-11-01990PFView PDF
...and 6 more Form 990s
Data update history
October 31, 2021
Posted financials
Added Form 990PF for fiscal year 2020
September 27, 2021
Updated personnel
Identified 2 new personnel
August 19, 2021
Posted financials
Added Form 990R for fiscal year 2019
November 4, 2019
Posted financials
Added Form 990PF for fiscal year 2018
August 7, 2018
Posted financials
Added Form 990PF for fiscal year 2017
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
PO Box 0634
Milwaukee, WI 53201
Metro area
Milwaukee-Waukesha, WI
County
Milwaukee County, WI
Phone
(314) 418-2643
IRS details
EIN
37-6140950
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2003
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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