Nonprofit · EIN 27-4001575
OTC GLOBAL FOUNDATION
Tax-exempt · SUNNYVALE, CA 94089
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $4,032 | $7,462 | -$3,430 | $8,500 | $6,065 | $2,435 |
| October 31, 2024 | 990-PF | $11,002 | $8,522 | $2,480 | $10,978 | $8,065 | $2,913 |
| October 31, 2023 | 990-PF | $8,211 | $9,546 | -$1,335 | $4,704 | $4,085 | $619 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $4,000
- Interest
- $32
Expenses
- Grants and similar amounts paid
- $5,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $7,462
Balance sheet and other
- Total assets, start of year
- $10,978
- Total assets, end of year
- $8,500
- Total liabilities, end of year
- $6,065
- Net assets, end of year
- $2,435
- Fair market value of assets
- $9,500
- Qualifying distributions
- $7,462
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J WONG SAME AS COVER, SUNNYVALE, CA 94089 | CEO | 15 | $0 |
| Y LEE SAME AS COVER, SUNNYVALE, CA 94089 | SECRETARY | 15 | $0 |
990-PF for the year ended October 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J WONG SAME AS COVER, SUNNYVALE, CA 94089 | CEO | 15 | $0 |
| Y LEE SAME AS COVER, SUNNYVALE, CA 94089 | SECRETARY | 15 | $0 |
990-PF for the year ended October 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J WONG SAME AS COVER, SUNNYVALE, CA 94089 | CEO | 15 | $0 |
| Y LEE SAME AS COVER, SUNNYVALE, CA 94089 | SECRETARY | 15 | $0 |
Address and contacts
- Address (IRS master file)
- 1225 VIENNA DR SPC 646, SUNNYVALE, CA 94089-1857
- In care of
- % J P WONG
- Signed the 990-PF
- J Wong, CEO
- Phone
- (408) 833-9397
California records
California keeps its own records of charities and corporations. Search them by EIN 27-4001575 or by the name OTC GLOBAL FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-4001575
- 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
- 2011
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $8,500
- Income (IRS master file)
- $4,032
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $4,032 | $7,462 | $8,500 | XML |
| 990-PF | October 2024 | $11,002 | $8,522 | $10,978 | XML |
| 990-PF | October 2023 | $8,211 | $9,546 | $4,704 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | 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 27-4001575).
Questions about OTC GLOBAL FOUNDATION
- What is the EIN of OTC GLOBAL FOUNDATION?
- The employer identification number (EIN) of OTC GLOBAL FOUNDATION is 27-4001575.
- Is OTC GLOBAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to OTC GLOBAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OTC GLOBAL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OTC GLOBAL FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OTC GLOBAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of OTC GLOBAL FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does OTC GLOBAL FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $4,032, expenses of $7,462 and total assets of $8,500 at year end.
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All nonprofits in SUNNYVALE · California · Philanthropy, voluntarism and grantmaking foundations