Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 86-0778785

OTTOSEN FOUNDATION

Tax-exempt · PHOENIX, AZ 85034

Financials

$375K$642K2023$318K$813K2024$468K$898K2025
Revenue Expenses · by fiscal year end
Financials of OTTOSEN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$467,980$898,486-$430,506$8,759,919$0$8,759,919
December 31, 2024990-PF$318,486$813,220-$494,734$8,960,877$0$8,960,877
December 31, 2023990-PF$375,322$641,797-$266,475$9,222,821$0$9,222,821
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Net gain from sales of assets
$467,980

Expenses

Grants and similar amounts paid
$893,078
Disbursements for charitable purposes
$895,107
Excise tax on investment income
$6,502

Balance sheet and other

Total assets, start of year
$8,960,877
Total assets, end of year
$8,759,919
Total liabilities, end of year
$0
Net assets, end of year
$8,759,919
Fair market value of assets
$18,862,244
Qualifying distributions
$895,107
Net investment income
$467,980

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
BARBARA J OTTOSEN
105 SOUTH 28TH STREET, PHOENIX, AZ 85034
PRESIDENT5$0
PAMELA LYNN PERRY
105 SOUTH 28TH STREET, PHOENIX, AZ 85034
SECRETARY1$0
DONALD R OTTOSEN
105 SOUTH 28TH STREET, PHOENIX, AZ 85034
TREASURER5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
BARBARA J OTTOSEN
105 SOUTH 28TH STREET, PHOENIX, AZ 85034
PRESIDENT5$0
PAMELA LYNN PERRY
105 SOUTH 28TH STREET, PHOENIX, AZ 85034
SECRETARY1$0
DONALD R OTTOSEN
105 SOUTH 28TH STREET, PHOENIX, AZ 85034
TREASURER5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
BARBARA J OTTOSEN
105 SOUTH 28TH STREET, PHOENIX, AZ 85034
PRESIDENT5$0
PAMELA LYNN PERRY
105 SOUTH 28TH STREET, PHOENIX, AZ 85034
SECRETARY1$0
DONALD R OTTOSEN
105 SOUTH 28TH STREET, PHOENIX, AZ 85034
TREASURER5$0

Address and contacts

Address (IRS master file)
105 S 28TH ST, PHOENIX, AZ 85034-2619
In care of
% BARBARA J OTTOSEN PRES
Signed the 990-PF
DONALD R OTTOSEN, TREASURER
Phone
(602) 275-8514
Return prepared by
WALKER & ARMSTRONG 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
86-0778785
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$8,759,919
Income (IRS master file)
$727,182

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$467,980$898,486$8,759,919IRS
990-PFDecember 2024$318,486$813,220$8,960,877XML
990-PFDecember 2023$375,322$641,797$9,222,821XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 86-0778785).

Questions about OTTOSEN FOUNDATION

What is the EIN of OTTOSEN FOUNDATION?
The employer identification number (EIN) of OTTOSEN FOUNDATION is 86-0778785.
Is OTTOSEN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to OTTOSEN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OTTOSEN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of OTTOSEN 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 OTTOSEN 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 OTTOSEN FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does OTTOSEN FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $467,980, expenses of $898,486 and total assets of $8,759,919 at year end.

Other nonprofits in PHOENIX

All nonprofits in PHOENIX · Arizona · Philanthropy, voluntarism and grantmaking foundations