Fernando & Rosa Otero Family Foundation

WILMINGTON, DE EIN: 92-0331499

Fernando & Rosa Otero Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $513K in total assets. In 2024, it awarded 4 grants totaling $12K. Net investment income was $104.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$513K

+0.5% YoY

Annual Giving

$12K

Grant Count

4

Avg Grant Size

$3K

Under IRS private-foundation payout rules, Fernando & Rosa Otero Family Foundation reported a distributable amount of $29K for 2024 — the minimum it must pay out in qualifying distributions.

About Fernando & Rosa Otero Family Foundation

Based on IRS filings

Fernando & Rosa Otero Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $513K in total assets. In 2024, it awarded 4 grants totaling $12K. Net investment income was $104.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

ConcordLaguna NiguelMartinez

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$138K$275K$413K$550K202220232024
Metric202420232022
Total Assets$512,600$510,193$493,509
Revenue$25,104$25,190$500,009
Expenses$22,697$8,506$6,500
Qualifying Distributions$22,694$8,506$6,500
Net Investment Income$104$190$9
Distributable Amount$28,599$28,009$899

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$6K$9K$12K0 grants20220 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

FOOD BANK CONTRA COSTA A…$3KMEALS ON WHEELS OF CONTR…$3KSHELTER INC$3KST FRANCES OF ASSISI ANI…$3K

Grant Size Distribution

4 grants across all recorded years

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Food Bank Contra Costa and Solano ($3,000), Meals on Wheels of Contra Costa Inc ($3,000), Shelter Inc ($3,000).

RecipientPurposeAmount
FOOD BANK CONTRA COSTA AND SOLANO CONCORD, CAGeneral & Unrestricted$3,000
MEALS ON WHEELS OF CONTRA COSTA INC MARTINEZ, CAGeneral & Unrestricted$3,000
SHELTER INC CONCORD, CAGeneral & Unrestricted$3,000
ST FRANCES OF ASSISI ANIMAL SANCTUARY INC LAGUNA NIGUEL, CAGeneral & Unrestricted$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Fernando OteroDir, Pres, Sec, Treas1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Fernando & Rosa Otero Family Foundation?

Fernando & Rosa Otero Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. It holds $513K in total assets as of 2024.

How large is Fernando & Rosa Otero Family Foundation?

As of 2024, Fernando & Rosa Otero Family Foundation holds $513K in total assets with $25K in annual revenue. It awarded 4 grants totaling $12K in 2024.

Where does Fernando & Rosa Otero Family Foundation operate?

Fernando & Rosa Otero Family Foundation has awarded grants in California.

What size grants does Fernando & Rosa Otero Family Foundation award?

In 2024, Fernando & Rosa Otero Family Foundation awarded 4 grants totaling $12K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Fernando & Rosa Otero Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Fernando & Rosa Otero Family Foundation reported a distributable amount of $29K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Fernando & Rosa Otero Family Foundation's EIN?

Fernando & Rosa Otero Family Foundation's EIN (Employer Identification Number) is 92-0331499. IRS Form 990 filing data is available on this page for 2022–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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