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.
Fernando & Rosa Otero Family Foundation at a glance
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.
- Annual giving (2025)
- $11,000
- -8.3% vs 2024
- Grants made (2025)
- 5
- +25.0% vs 2024
- Average grant
- $2,200
- -26.7% vs 2024
- Median grant
- $2,000
- Total assets
- $515,740
- +0.6% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Fernando & Rosa Otero Family Foundation funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
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.
Giving History
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.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $515,740 | $25,057 | $21,917 | $11,000 | 5 | $21,907 | $57 | $42,609 |
| 2024 | $512,600 | $25,104 | $22,697 | $12,000 | 4 | $22,694 | $104 | $28,599 |
| 2023 | $510,193 | $25,190 | $8,506 | — | — | $8,506 | $190 | $28,009 |
| 2022 | $493,509 | $500,009 | $6,500 | — | — | $6,500 | $9 | $899 |
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.
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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data update history
(2)
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
Live grants for the work Fernando & Rosa Otero Family Foundation funds
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