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Nonprofit · EIN 20-0702156

THE@ANNE LINDSEY OTENASEK CHARITABLE FOUNDATION INC

Tax-exempt · TOWSON, MD 21204

Financials

$307K$449K2023$379K$465K2024
Revenue Expenses · by fiscal year end
Financials of THE@ANNE LINDSEY OTENASEK CHARITABLE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$379,440$465,133-$85,693$6,895,876$0$6,895,876
December 31, 2023990-PF$306,816$448,864-$142,048$6,674,437$0$6,674,437
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$242,862
Net gain from sales of assets
$100,864
Other income
$35,714

Expenses

Grants and similar amounts paid
$381,750
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$383,550
Excise tax on investment income
$4,140

Balance sheet and other

Total assets, start of year
$6,674,437
Total assets, end of year
$6,895,876
Total liabilities, end of year
$0
Net assets, end of year
$6,895,876
Fair market value of assets
$6,895,876
Qualifying distributions
$383,550
Net investment income
$379,440

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
FRANCIS H OTENASEK
6506 ABBEY VIEW WAY, BALTIMORE, MD 21212
PRESIDENT0$0
RICHARD J OTENASEK III
1203 JENNY ROAD, BEL AIR, MD 21014
DIRECTOR0$0
PAGE OTENASEK KOZAK
121 HAWTHRONE ROAD, HERSHEY, PA 17033
DIRECTOR0$0
CATHERINE OTENASEK LEVITAS
208 FOREST DRIVE, LAVALE, MD 21502
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
FRANCIS H OTENASEK
6 GITTINGS AVENUE, BALTIMORE, MD 21212
PRESIDENT0$0
RICHARD J OTENASEK III
1203 JENNY ROAD, BEL AIR, MD 21014
DIRECTOR0$0
PAGE OTENASEK KOZAK
121 HAWTHRONE ROAD, HERSHEY, PA 17033
DIRECTOR0$0
CATHERINE OTENASEK LEVITAS
208 FOREST DRIVE, LAVALE, MD 21502
DIRECTOR0$0

Address and contacts

Address (IRS master file)
1 W PENNSYLVANIA AVE STE 800, TOWSON, MD 21204-5032
In care of
% MARGARET B OTENASEK
Signed the 990-PF
FRANCIS H OTENASEK, PRESIDENT
Phone
(410) 823-8000
Return prepared by
ELLIN & TUCKER CHARTERED

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-0702156
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,895,876
Income (IRS master file)
$1,193,068

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$379,440$465,133$6,895,876XML
990-TDecember 2024–––IRS
990-PFDecember 2023$306,816$448,864$6,674,437XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0702156).

Questions about THE@ANNE LINDSEY OTENASEK CHARITABLE FOUNDATION INC

What is the EIN of THE@ANNE LINDSEY OTENASEK CHARITABLE FOUNDATION INC?
The employer identification number (EIN) of THE@ANNE LINDSEY OTENASEK CHARITABLE FOUNDATION INC is 20-0702156.
Is THE@ANNE LINDSEY OTENASEK CHARITABLE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to THE@ANNE LINDSEY OTENASEK CHARITABLE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE@ANNE LINDSEY OTENASEK CHARITABLE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of THE@ANNE LINDSEY OTENASEK CHARITABLE FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE@ANNE LINDSEY OTENASEK CHARITABLE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of THE@ANNE LINDSEY OTENASEK CHARITABLE FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does THE@ANNE LINDSEY OTENASEK CHARITABLE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $379,440, expenses of $465,133 and total assets of $6,895,876 at year end.

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