Fernando & Rosa Otero Family Foundation
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.
Focus Areas
Ready to take the next step with Fernando & Rosa Otero Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
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).
| 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 | $3,000 |
| ST FRANCES OF ASSISI ANIMAL SANCTUARY INC LAGUNA NIGUEL, CA | General & Unrestricted | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Fernando Otero | Dir, Pres, Sec, Treas | 1 | — |
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.
Explore Open Grants
Browse active grant opportunities in Fernando & Rosa Otero Family Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Sieg & Doris Fischer FDN-AGY-MAIN
FRESNO, CA
Assets
$19.8M
Grants
37
Total Given
$552K
Neil & Amelia Mcdaniel Charitable Trust
SOUTH PASADENA, CA
Assets
$9.4M
Grants
65
Total Given
$2.3M
Russell E Browning Family Foundation Inc
SAINT LOUIS, MO
Assets
$1.9M
Grants
28
Total Given
$111K
California Healthcare Foundation
OAKLAND, CA
Assets
$806.9M
Grants
314
Total Given
$40.2M
The Edward R and Elizabeth a Kozel
LAFAYETTE, CA
Assets
$4.7M
Grants
13
Total Given
$300K
George M Eisenberg Foundation
ARLINGTON HEIGHTS, IL
Assets
$39.8M
Grants
150
Total Given
$4.0M
Jewish Community Federation of San
SAN FRANCISCO, CA
Assets
$1.5B
Grants
991
Total Given
$123.7M
United Way of the Bay Area
SAN FRANCISCO, CA
Assets
$31.6M
Grants
78
Total Given
$4.8M
Quest Foundation
DANVILLE, CA
Assets
$109.5M
Grants
173
Total Given
$7.5M
Trend Holdings Inc Foundation
WHEELING, IL
Assets
—
Grants
6
Total Given
$37K
Firedoll Foundation
WALNUT CREEK, CA
Assets
$8.1M
Grants
96
Total Given
$2.2M
National Health Care for Homeless
NASHVILLE, TN
Assets
$4.5M
Grants
20
Total Given
$2.3M
More Funders in Delaware
Data last updated April 2026. Sourced from IRS Form 990-PF filings.