The Otto Bremer Trust 2016 Annual Report

Member Otto Bremer Trust (OBT) has a mission to invest in people, places, and opportunities in the Upper Midwest. One of the nation’s largest charitable trusts with over $1 billion in assets, OBT serves Minnesota, North Dakota and western Wisconsin.

 

In its 2016 annual report, OBT reports more than 600 organizations across the region benefitted from $47 million in grants and program-related investments in 2016. Trustees note that investing for impact has been at the core of the Trust’s work for more than 70 years and details at length its pursuit for a variety of returns on its investments: social, financial and a hybrid of both.

 

Read examples of OBT’s investments and their returns, as well as a financial overview for the year ending December 31, 2016.