Nonprofit · EIN 76-0539024
LLOYD AND SUE OTTEMAN FAMILY FOUNDATION
Tax-exempt (reinstated) · HOUSTON, TX 77069
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $0 | $0 | $0 | $0 | $0 | $0 |
| December 31, 2024 | 990-PF | $0 | $0 | $0 | $0 | $0 | $0 |
| December 31, 2023 | 990-PF | $0 | $0 | $0 | $0 | $0 | $0 |
| December 31, 2021 | 990-PF | $0 | $0 | $0 | $0 | $0 | $0 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
Expenses
- Grants and similar amounts paid
- $0
Balance sheet and other
- Total assets, start of year
- –
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets, end of year
- $0
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LLOYD OTTEMAN 2323 LAKE ROBBINS DR, APT 509, THE WOODLANDS, TX 77380 | PRESIDENT/DI | 0 | $0 |
| JULIE OTTEMAN MCNEILL 214 HALE POINT DRIVE, THE WOODLANDS, TX 77380 | DIRECTOR | 0 | $0 |
| SHARON OTTEMAN MCHENRY 18662 SANTA IRENE, FOUNTAIN VALLEY, CA 92708 | DIRECTOR | 0 | $0 |
| TIMOTHY J OTTEMAN 15306 CLIMBING BRANCH, HOUSTON, TX 77068 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LLOYD OTTEMAN 2323 LAKE ROBBINS DR, APT 509, THE WOODLANDS, TX 77380 | PRESIDENT/DI | 0 | $0 |
| JULIE OTTEMAN MCNEILL 214 HALE POINT DRIVE, THE WOODLANDS, TX 77380 | DIRECTOR | 0 | $0 |
| SHARON OTTEMAN MCHENRY 18662 SANTA IRENE, FOUNTAIN VALLEY, CA 92708 | DIRECTOR | 0 | $0 |
| TIMOTHY J OTTEMAN 15306 CLIMBING BRANCH, HOUSTON, TX 77068 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LLOYD OTTEMAN 5203 ROTHCHILDE COURT, HOUSTON, TX 77069 | PRESIDENT/DI | 0 | $0 |
| JULIE OTTEMAN MCNEILL 214 HALE POINT DRIVE, THE WOODLANDS, TX 77380 | DIRECTOR | 0 | $0 |
| SHARON OTTEMAN MCHENRY 18662 SANTA IRENE, FOUNTAIN VALLEY, CA 92708 | DIRECTOR | 0 | $0 |
| TIMOTHY J OTTEMAN 15306 CLIMBING BRANCH, HOUSTON, TX 77068 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2021: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LLOYD OTTEMAN 5203 ROTHCHILDE COURT, HOUSTON, TX 77069 | PRESIDENT/DI | 0 | $0 |
| JULIE OTTEMAN MCNEILL 214 HALE POINT DRIVE, THE WOODLANDS, TX 77380 | DIRECTOR | 0 | $0 |
| SHARON OTTEMAN MCHENRY 18662 SANTA IRENE, FOUNTAIN VALLEY, CA 92708 | DIRECTOR | 0 | $0 |
| TIMOTHY J OTTEMAN 75 MISTY HARBOR, MONTGOMERY, TX 77356 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5203 ROTHCHILDE CT, HOUSTON, TX 77069-1546
- In care of
- % LLOYD OTTEMAN
- Signed the 990-PF
- LLOYD OTTEMAN, PRESIDENT/DIRECTOR
- Phone
- (281) 586-8733
- Return prepared by
- CARAMEROS RAWLS & DURHAM 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 76-0539024
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1
- Income (IRS master file)
- $1
Revocation and reinstatement
- Exemption revoked
- May 15, 2010
- Posted by the IRS
- June 9, 2011
- Reinstated
- Effective April 15, 2012
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $0 | $0 | $0 | XML |
| 990-PF | December 2024 | $0 | $0 | $0 | XML |
| 990-PF | December 2023 | $0 | $0 | $0 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $0 | $0 | $0 | XML |
| 990-PF | December 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 76-0539024).
Questions about LLOYD AND SUE OTTEMAN FAMILY FOUNDATION
- What is the EIN of LLOYD AND SUE OTTEMAN FAMILY FOUNDATION?
- The employer identification number (EIN) of LLOYD AND SUE OTTEMAN FAMILY FOUNDATION is 76-0539024.
- Is LLOYD AND SUE OTTEMAN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective April 15, 2012.
- Are donations to LLOYD AND SUE OTTEMAN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LLOYD AND SUE OTTEMAN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LLOYD AND SUE OTTEMAN FAMILY 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 LLOYD AND SUE OTTEMAN FAMILY 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 LLOYD AND SUE OTTEMAN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does LLOYD AND SUE OTTEMAN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $0, expenses of $0 and total assets of $0 at year end.
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