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Nonprofit · EIN 76-0421104

OTTER ISLAND FOUNDATION

Tax-exempt · HOUSTON, TX 77006

Financials

$263K$209K2024$337K$230K2025
Revenue Expenses · by fiscal year end
Financials of OTTER ISLAND FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$336,705$229,616$107,089$2,895,598$0$2,895,598
December 31, 2024990-PF$262,783$208,957$53,826$2,788,509$0$2,788,509
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$63,536
Interest
$4,343
Net gain from sales of assets
$268,826

Expenses

Grants and similar amounts paid
$191,400
Compensation of officers, directors and key employees
$25,000
Disbursements for charitable purposes
$214,844
Excise tax on investment income
$4,525

Balance sheet and other

Total assets, start of year
$2,788,509
Total assets, end of year
$2,895,598
Total liabilities, end of year
$0
Net assets, end of year
$2,895,598
Fair market value of assets
$4,096,581
Qualifying distributions
$214,844
Net investment income
$336,705

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
WHEELER ES GRIFFITH
1405 NORTH BOULEVARD, HOUSTON, TX 77006
EXECUTIVE DIRECTOR10$25,000
ELLEN CL SIMMONS
1405 NORTH BOULEVARD, HOUSTON, TX 77006
PRESIDENT,VP,TREASURER0$0
ABBY S WALKER
1405 NORTH BOULEVARD, HOUSTON, TX 77006
DIRECTOR0$0
EMMA A SIMMONS ANSELMI
1405 NORTH BOULEVARD, HOUSTON, TX 77006
DIRECTOR0$0
WINNIE B SIMMONS PHILLIPS
1405 NORTH BOULEVARD, HOUSTON, TX 77006
DIRECTOR0$0
LYDIA F SIMMONS
1405 NORTH BOULEVARD, HOUSTON, TX 77006
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
WHEELER ES GRIFFITH
1405 NORTH BOULEVARD, HOUSTON, TX 77006
EXECUTIVE DIRECTOR10$25,000
ELLEN CL SIMMONS
1405 NORTH BOULEVARD, HOUSTON, TX 77006
PRESIDENT,VP,TREASURER0$0
ABBY S WALKER
1405 NORTH BOULEVARD, HOUSTON, TX 77006
DIRECTOR0$0
EMMA A SIMMONS ANSELMI
1405 NORTH BOULEVARD, HOUSTON, TX 77006
DIRECTOR0$0
WINNIE B SIMMONS PHILLIPS
1405 NORTH BOULEVARD, HOUSTON, TX 77006
DIRECTOR0$0
LYDIA F SIMMONS
1405 NORTH BOULEVARD, HOUSTON, TX 77006
DIRECTOR0$0

Address and contacts

Address (IRS master file)
1405 NORTH BLVD, HOUSTON, TX 77006-6325
In care of
% MATTHEW R SIMMONS
Signed the 990-PF
WHEELER GRIFFITH, OFFICER
Phone
(713) 220-4482
Return prepared by
RSM US LLP

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
76-0421104
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,895,598
Income (IRS master file)
$336,705

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$114,611$230,003$2,734,683IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about OTTER ISLAND FOUNDATION

What is the EIN of OTTER ISLAND FOUNDATION?
The employer identification number (EIN) of OTTER ISLAND FOUNDATION is 76-0421104.
Is OTTER ISLAND FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to OTTER ISLAND FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OTTER ISLAND FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of OTTER ISLAND FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OTTER ISLAND FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of OTTER ISLAND FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $25,000 (WHEELER ES GRIFFITH, EXECUTIVE DIRECTOR).
How much revenue does OTTER ISLAND FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $336,705, expenses of $229,616 and total assets of $2,895,598 at year end.

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