Fernando & Rosa Otero Family Foundation
Fernando & Rosa Otero Family Foundation is a private foundation, based in Wilmington, DE. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $516K in total assets. In 2025, it awarded 5 grants totaling $11K. Net investment income was $57.
Key facts about Fernando & Rosa Otero Family Foundation
In short: Fernando & Rosa Otero Family Foundation gave $11K across 5 grants in 2025 (avg $2K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 92-0331499
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $11,000
- Grants made (2025)
- 5
- Average grant
- $2,200
- Median grant
- $2,000
- Total assets
- $515,740
- Primary geography
- California (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$516K
+0.6% YoY
Annual Giving
$11K
-8.3% YoY
Grant Count
5
+25.0% YoY
Avg Grant Size
$2K
-26.7% YoY
Under IRS private-foundation payout rules, Fernando & Rosa Otero Family Foundation reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.
How Fernando & Rosa Otero Family Foundation gives
- In 2025 it paid out 51% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 5 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2024 to 2025, annual grant giving ranged from $11K (2025) to $12K (2024). In 2025 it made 5 grants totaling $11K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Food Bank Contra Costa and Solano ($3K). Together the top 5 received $11K.
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 9 grants of 9 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Food Bank Contra Costa and Solano Concord, CA | General & Unrestricted | $3,000 |
| Meals on Wheels of Contra Costa Inc Martinez, CA | General & Unrestricted | $3,000 |
| Shelter Inc Concord, CA | General & Unrestricted | $2,000 |
| St Francis of Assisi Church Concord, CA | General & Unrestricted | $2,000 |
| Prostate Cancer Foundation Santa Monica, CA | General & Unrestricted | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $515,740 | $512,600 | $510,193 |
| Revenue | $25,057 | $25,104 | $25,190 |
| Expenses | $21,917 | $22,697 | $8,506 |
| Qualifying Distributions | $21,907 | $22,694 | $8,506 |
| Net Investment Income | $57 | $104 | $190 |
| Distributable Amount | $42,609 | $28,599 | $28,009 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 12, 2026)
- IRS filings on file for fiscal years 2022–2024
Leadership & Key People
Officers and directors from IRS filings
Fernando & Rosa Otero Family Foundation is led by Fernando Otero, Director, President, Secretary & Treasurer on every filing since 2022 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Fernando Otero
Director, President, Secretary & Treasurer
On filings since 2022
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2022–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Fernando & Rosa Otero Family Foundation
How much does Fernando & Rosa Otero Family Foundation give each year?
Fernando & Rosa Otero Family Foundation gave $11K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $12K across 4 grants.
What is Fernando & Rosa Otero Family Foundation's typical grant size?
Fernando & Rosa Otero Family Foundation's median grant in 2025 was $2,000, and its average grant was $2,200, across 5 grants on its 2025 IRS Form 990-PF.
Where does Fernando & Rosa Otero Family Foundation give grants?
Fernando & Rosa Otero Family Foundation gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Concord, CA (3 grants).
Does Fernando & Rosa Otero Family Foundation give general operating support?
Yes: 100% of Fernando & Rosa Otero Family Foundation's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Fernando & Rosa Otero Family Foundation's largest grantees?
Fernando & Rosa Otero Family Foundation's largest 2025 grantees include Food Bank Contra Costa and Solano ($3,000), Meals on Wheels of Contra Costa Inc ($3,000) and Shelter Inc ($2,000), according to its 2025 IRS Form 990-PF. Together they received 73% of its itemized 2025 grant dollars.
How large is Fernando & Rosa Otero Family Foundation?
Fernando & Rosa Otero Family Foundation reported $516K in total assets on its 2025 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets).
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 2022–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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