Nonprofit · EIN 33-0916411
OTTO FAMILY FOUNDATION
Tax-exempt · SAN DIEGO, CA 92127
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $205,475 | $248,585 | -$43,110 | $3,964,721 | $0 | $3,964,721 |
| June 30, 2024 | 990-PF | $52,955 | $262,845 | -$209,890 | $4,007,831 | $0 | $4,007,831 |
| June 30, 2023 | 990-PF | $886,061 | $239,992 | $646,069 | $4,217,721 | $0 | $4,217,721 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $113,297
- Interest
- $1
- Net gain from sales of assets
- $92,177
Expenses
- Grants and similar amounts paid
- $220,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $221,881
- Excise tax on investment income
- $2,459
Balance sheet and other
- Total assets, start of year
- $4,007,831
- Total assets, end of year
- $3,964,721
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,964,721
- Fair market value of assets
- $5,058,014
- Qualifying distributions
- $221,881
- Net investment income
- $205,475
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET OTTO 17764 Creciente Way, San Diego, CA 92127 | PRES | 2 | $0 |
| NEIL OTTO 17764 Creciente Way, San Diego, CA 92127 | SEC TREAS | 2 | $0 |
| DANIEL OTTO 17764 Creciente Way, San Diego, CA 92127 | DIRECTOR | 1 | $0 |
| MICHEL OTTO 17764 Creciente Way, San Diego, CA 92127 | DIRECTOR | 1 | $0 |
| MADELINE GRANT 17764 Creciente Way, San Diego, CA 92127 | DIRECTOR | 1 | $0 |
| IAN GRANT 17764 Creciente Way, San Diego, CA 92127 | DIRECTOR | 1 | $0 |
| CHRISTOPHER OTTO 17764 Creciente Way, San Diego, CA 92127 | DIRECTOR | 1 | $0 |
| CAITLIN OTTO 17764 Creciente Way, San Diego, CA 92127 | DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET OTTO 17764 Creciente Way, San Diego, CA 92127 | PRES | 2 | $0 |
| NEIL OTTO 17764 Creciente Way, San Diego, CA 92127 | SEC TREAS | 2 | $0 |
| DANIEL OTTO 17764 Creciente Way, San Diego, CA 92127 | DIRECTOR | 1 | $0 |
| MICHEL OTTO 17764 Creciente Way, San Diego, CA 92127 | DIRECTOR | 1 | $0 |
| MADELINE GRANT 17764 Creciente Way, San Diego, CA 92127 | DIRECTOR | 1 | $0 |
| IAN GRANT 17764 Creciente Way, San Diego, CA 92127 | DIRECTOR | 1 | $0 |
| CHRISTOPHER OTTO 17764 Creciente Way, San Diego, CA 92127 | DIRECTOR | 1 | $0 |
| CAITLIN OTTO 17764 Creciente Way, San Diego, CA 92127 | DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET OTTO 17764 Creciente Way, San Diego, CA 92127 | PRES | 2 | $0 |
| NEIL OTTO 17764 Creciente Way, San Diego, CA 92127 | SEC TREAS | 2 | $0 |
| DANIEL OTTO 17764 Creciente Way, San Diego, CA 92127 | DIRECTOR | 1 | $0 |
| MICHEL OTTO 17764 Creciente Way, San Diego, CA 92127 | DIRECTOR | 1 | $0 |
| MADELINE GRANT 17764 Creciente Way, San Diego, CA 92127 | DIRECTOR | 1 | $0 |
| IAN GRANT 17764 Creciente Way, San Diego, CA 92127 | DIRECTOR | 1 | $0 |
| CHRISTOPHER OTTO 17764 Creciente Way, San Diego, CA 92127 | DIRECTOR | 1 | $0 |
| CAITLIN OTTO 17764 Creciente Way, San Diego, CA 92127 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 17764 CRECIENTE WAY, SAN DIEGO, CA 92127-1059
- In care of
- % NEIL OTTO
- Signed the 990-PF
- Neil Otto, Sec Treas
- Phone
- (858) 485-6019
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0916411 or by the name OTTO FAMILY 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 33-0916411
- 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
- 2001
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,964,721
- Income (IRS master file)
- $533,606
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $205,475 | $248,585 | $3,964,721 | IRS |
| 990-PF | June 2024 | $52,955 | $262,845 | $4,007,831 | IRS |
| 990-PF | June 2023 | $886,061 | $239,992 | $4,217,721 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | 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 33-0916411).
Questions about OTTO FAMILY FOUNDATION
- What is the EIN of OTTO FAMILY FOUNDATION?
- The employer identification number (EIN) of OTTO FAMILY FOUNDATION is 33-0916411.
- Is OTTO FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to OTTO FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OTTO FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OTTO FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OTTO FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of OTTO FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does OTTO FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $205,475, expenses of $248,585 and total assets of $3,964,721 at year end.
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