Charles D Ortgiesen Foundation Inc

George A Dionisopoulos

Milwaukee, WI
Tax-exempt since June 1976
EIN: 39-1232384

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$160k (2024)

Expenses

$76.9k (2024)

Total Assets

$1.28M (2024)

Total Liabilities

$0 (2024)

Years with multiple filings

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$159,677

Expenses

$76,883

Net Income

$82,794

Net Assets

$1,284,021

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$135	0.1%
Dividends	$53,041	33.2%
Sales of Assets	$105,219	65.9%
Other Income	$1,282	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,000	85.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,284,021
Total Liabilities	$0
Net Assets	$1,284,021

Compensation

Key Employees and Officers	Compensation	Other
Julia Petri (President/Director)	$0	$0
Sandra Dionisopoulos (Secretary/Director)	$0	$0
Carrie P Gale (Treasurer/Director)	$0	$0

990-PF

Filed on May 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$68,585

Expenses

$69,515

Net Income

-$930

Net Assets

$1,201,228

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$233	0.3%
Dividends	$44,222	64.5%
Sales of Assets	$22,275	32.5%
Other Income	$1,855	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,000	87.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,203,228
Total Liabilities	$2,000
Net Assets	$1,201,228

Compensation

Key Employees and Officers	Compensation	Other
Julia Petri (President/Director)	$0	$0
Sandy Dionisopoulos (Secretary/Director)	$0	$0
Carrie P Gale (Treasurer/Director)	$0	$0

990-PF

Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$31,292

Expenses

$76,026

Net Income

-$107,318

Net Assets

$1,202,158

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$156
Dividends	$18,834
Sales of Assets	-$50,282
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,500	76.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,204,158
Total Liabilities	$2,000
Net Assets	$1,202,158

Compensation

Key Employees and Officers	Compensation	Other
Julia Petri (President/Director)	$0	$0
Sandy Dionisopoulos (Secretary/Director)	$0	$0
Carrie P Gale (Treasurer/Director)	$0	$0

990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$510,832

Expenses

$73,296

Net Income

$437,536

Net Assets

$1,309,305

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$28,321	5.5%
Sales of Assets	$482,509	94.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,042	87.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,309,305
Total Liabilities	$0
Net Assets	$1,309,305

Compensation

Key Employees and Officers	Compensation	Other
Julia Petri (President/Director)	$0	$0
Sandy Dionisopoulos (Secretary/Director)	$0	$0
Carrie P Gale (Treasurer/Director)	$0	$0

990-PF

Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

-$16,811

Expenses

$69,520

Net Income

-$86,331

Net Assets

$873,207

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9
Dividends	$39,363
Sales of Assets	$0
Other Income	$11

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,000	99.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$873,208
Total Liabilities	$1
Net Assets	$873,207

Compensation

Key Employees and Officers	Compensation	Other
Julia Petri (President/Director)	$0	$0
Kathy Pederson (Treasurer/Director)	$0	$0
Sandy Dionisopoulos (Secretary/Director)	$0	$0

990-PF

Filed on May 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$39,589

Expenses

$69,052

Net Income

-$29,463

Net Assets

$959,790

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$130	0.3%
Dividends	$50,851	> 100%
Sales of Assets	$0
Other Income	$47	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,500	99.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$959,791
Total Liabilities	$1
Net Assets	$959,790

Compensation

Key Employees and Officers	Compensation	Other
Julia Petri (President/Director)	$0	$0
Kathy Pederson (Treasurer/Director)	$0	$0
Sandy Dionisopoulos (Secretary/Director)	$0	$0

990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Revenue

$46,507

Expenses

$70,301

Net Income

-$23,794

Net Assets

$993,644

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$65	0.1%
Dividends	$49,573	> 100%
Sales of Assets	-$3,667
Other Income	$536	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,000	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$993,644
Total Liabilities	$0
Net Assets	$993,644

Compensation

Key Employees and Officers	Compensation	Other
Julia Petri (President/Director)	$0	$0
Kathy Pederson (Treasurer/Director)	$0	$0
Sandy Dionisopoulos (Secretary/Director)	$0	$0

990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$63,220

Expenses

$64,351

Net Income

-$1,131

Net Assets

$1,015,015

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16	0.0%
Dividends	$47,349	74.9%
Sales of Assets	$14,689	23.2%
Other Income	$1,166	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,500	97.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,015,015
Total Liabilities	$0
Net Assets	$1,015,015

Compensation

Key Employees and Officers	Compensation	Other
Julia Petri (President/Director)	$0	$0
Kathy Pederson (Treasurer/Director)	$0	$0
Sandy Dionisopoulos (Secretary/Director)	$0	$0

990-PF

Filed on May 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$68,046

Expenses

$60,687

Net Income

$7,359

Net Assets

$1,034,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$46,476	68.3%
Sales of Assets	$21,567	31.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,000	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,034,025
Total Liabilities	$0
Net Assets	$1,034,025

Compensation

Key Employees and Officers	Compensation	Other
Julia Petri (President/Director)	$0	$0
Kathy Pederson (Treasurer/Director)	$0	$0
Sandy Dionisopoulos (Secretary/Director)	$0	$0

990-PF

Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$91,290

Expenses

$32,148

Net Income

$59,142

Net Assets

$1,026,669

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$47,067	51.6%
Sales of Assets	$43,720	47.9%
Other Income	$500	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,000	93.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,026,669
Total Liabilities	$0
Net Assets	$1,026,669

Compensation

Key Employees and Officers	Compensation	Other
Julia Petri (President/Treasurer/Director)	$0	$0
Kathy Pederson (Treasurer/Director)	$0	$0
Sandy Dionisopoulos (Secretary/Director)	$0	$0

990-PF

Filed on May 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2014

Revenue

$79,715

Expenses

$58,256

Net Income

$21,459

Net Assets

$967,528

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$28,410	35.6%
Sales of Assets	$50,538	63.4%
Other Income	$765	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,000	97.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$970,528
Total Liabilities	$3,000
Net Assets	$967,528

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Revenue

$53,465

Expenses

$49,780

Net Income

$3,685

Net Assets

$946,521

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$53,482	> 100%
Sales of Assets	-$256
Other Income	$236	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,128	96.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$950,621
Total Liabilities	$4,100
Net Assets	$946,521

Compensation

Key Employees and Officers	Compensation	Other
Julia Petri (President/Treasurer/Director)	$0	$0
Kathy Pederson (Treasurer/Director)	$0	$0
Sandy Dionisopoulos (Secretary/Director)	$0	$0

990-PF

Filed on Sept. 29, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2013

Revenue

$55,314

Expenses

$51,505

Net Income

$3,809

Net Assets

$941,907

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$64,796	> 100%
Sales of Assets	$0
Other Income	$1,246	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,000	97.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$941,908
Total Liabilities	$1
Net Assets	$941,907

990-PF

Filed on Jan. 3, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2012

Revenue

$55,627

Expenses

$51,811

Net Income

$3,816

Net Assets

$938,098

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$45,581	81.9%
Sales of Assets	$2,145	3.9%
Other Income	$7,898	14.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,081	90.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$938,099
Total Liabilities	$1
Net Assets	$938,098

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$99,801

Expenses

$43,707

Net Income

$56,094

Net Assets

$934,283

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$45,453	45.5%
Sales of Assets	$60,953	61.1%
Other Income	-$6,609

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,510	97.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$934,283
Total Liabilities	$0
Net Assets	$934,283

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated March 23, 2026

Charles D Ortgiesen Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $160k (2024)

Expenses $76.9k (2024)

Total Assets $1.28M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Revenue

$160k (2024)

Expenses

$76.9k (2024)

Total Assets

$1.28M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002