Henry C & Jane G Otten Foundation

Private foundation · Grantmaker Bigfork, MT EIN: 84-1407394

The Henry C & Jane G Otten Foundation is a private foundation based in Bigfork, Montana. Its 2024 filing reports grants to charitable organizations, including organizations working in religious, educational, humanitarian, wildlife-conservation, and animal-welfare areas.

Henry C & Jane G Otten Foundation at a glance

In short: Henry C & Jane G Otten Foundation gave $53K across 31 grants in 2024 (avg $2K), top state Montana. 6% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$53,000
+3.9% vs 2023
Grants made (2024)
31
-11.4% vs 2023
Average grant
$1,710
+17.3% vs 2023
Median grant
$1,000
Total assets
$854,184
+0.9% vs 2023
New grantees (estimate)
6% first-time grantees (2 of 31, 2024)
Primary geography
Montana (31% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Henry C & Jane G Otten Foundation

Accepts unsolicited proposals
No
How to Apply

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: 705 Echo Lake Road, Bigfork, MT 59911
Phone: (406) 531-7523

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Henry C & Jane G Otten Foundation funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CRU: $6KCRU$6KGallatin County Love: $5KGallatin County Love$5KWyoming Catholic College: $4KWyoming Catholic College$4KInternational Students Inc: $4KInternational Students Inc$4KSudan Relief Fund: $4KSudan Relief Fund$4KRafiki Foundation Inc: $2KRafiki Foundation Inc$2KTibetan Children's Education Founda: $2KTibetan Children's EducationFounda$2KZOE Care: $2KZOE Care$2KVision Beyond Borders: $2KVision Beyond Borders$2KFlorence Crittendon Home: $2KFlorence Crittendon Home$2K

The largest 2024 recipient was CRU ($6K). Together the top 10 received $33K.

Grant Size Distribution

167 grants across all recorded years

167<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 167 grants of 167 (100%).

Geographic Focus

Where this funder awards grants

In 2024, Montana organizations received 31% of grant dollars, followed by Florida (15%), the District of Columbia (13%), Wyoming (9%), and Colorado (8%). The listed recipients also included organizations in other states.

Grant Distribution by State

19states

Share of 2024 grant dollars across all 31 itemized grants.

Cities

BozemanHelenaWashingtonAvalonBoydsColorado SpringsEustisIron MountainIron RiverLanderOrlandoSan AntonioSparkillWilmingtonBoiseCodyHobokenMadisonOwassoVenice

Is Henry C & Jane G Otten Foundation open to new grantees?

6%

first-time grantees, 2024

In 2024, 2 of 31 grantees (6%) were first-time recipients. First grants averaged $1K; repeat grants $2K. How we count

Medians: $1K first-time, $1K repeat.

  • 90% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (−7%). Method
  • In 2024 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K28 grants2020 35 grants2021 38 grants2022 35 grants2023 31 grants2024

From 2020 to 2024, annual grant giving ranged from $45K (2020) to $58K (2022). In 2024 it made 31 grants totaling $53K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
CRU Orlando, FLGeneral$6,000
Gallatin County Love Bozeman, MTGeneral$5,000
Wyoming Catholic College Lander, WYAnnual Fund General and Endowment Funds$4,000
International Students Inc Colorado Springs, COGeneral$4,000
Sudan Relief Fund Washington, DCGeneral$4,000
Rafiki Foundation Inc Eustis, FLGeneral$2,000
Tibetan Children's Education Founda Helena, MTGeneral$2,000
ZOE Care Bozeman, MTGeneral$2,000
Vision Beyond Borders Bozeman, MTGeneral$2,000
Florence Crittendon Home Helena, MTGeneral$2,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$854,184$77,549$69,822$53,00031$54,660$62,519$61,209
2023$846,457$39,917$65,943$51,00035$52,479$26,603$52,937
2022$872,483$32,137$73,702$58,00038$59,517$18,474$54,926
2021$914,048$89,730$74,489$57,00035$58,747$47,121$63,528
2020$898,807$35,852$58,701$44,50028—$22,066$53,508

Under IRS private-foundation payout rules, Henry C & Jane G Otten Foundation reported a distributable amount of $61K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grants included support for organizations whose own stated missions include mobilizing churches to serve communities, assisting Christians facing religious persecution, conserving birds of prey, and rescuing and rehabilitating retired working dogs. These are the grantees’ missions, not stated missions of the foundation.

Grantmaking

In 2024, the foundation reported 31 grants totaling $53,000. Grants ranged from $500 to $6,000, with a median of $1,000. Larger grants included $6,000 to CRU; $5,000 to Gallatin County Love; and $4,000 each to Wyoming Catholic College, International Students Inc, and Sudan Relief Fund. Other reported grants included $2,000 to International Christian Concern, RAFIKI Foundation, and several additional organizations.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Katherine O Holiday and Elise Otten as Vice Presidents, and Anita Scott as Treasurer.

Henry C & Jane G Otten Foundation's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Anita Scott

    Treasurer

    On filings since 2020

    No compensation reported

  • Elise Otten

    Vice President

    On filings since 2020

    No compensation reported

  • Katherine O. Holiday

    Vice President

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "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 Henry C & Jane G Otten Foundation

How much does Henry C & Jane G Otten Foundation give each year?

Henry C & Jane G Otten Foundation gave $53K across 31 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $51K across 35 grants.

What is Henry C & Jane G Otten Foundation's typical grant size?

Henry C & Jane G Otten Foundation's median grant in 2024 was $1,000, and its average grant was $1,710, across 31 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Henry C & Jane G Otten Foundation that year got $1K on average.

Where does Henry C & Jane G Otten Foundation give grants?

Henry C & Jane G Otten Foundation's top state is Montana, with 31% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Florida (15%) and District of Columbia (13%). The most frequent recipient cities were Bozeman, MT (5 grants), Helena, MT (3 grants) and Washington, DC (2 grants).

Does Henry C & Jane G Otten Foundation give general operating support?

Yes: 100% of Henry C & Jane G Otten Foundation's 2024 grants with a stated purpose (31 of 31) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Henry C & Jane G Otten Foundation's largest grantees?

Henry C & Jane G Otten Foundation's largest 2024 grantees include CRU ($6,000), Gallatin County Love ($5,000) and Wyoming Catholic College ($4,000), according to its 2024 IRS Form 990-PF. Together they received 28% of its itemized 2024 grant dollars.

How large is Henry C & Jane G Otten Foundation?

Henry C & Jane G Otten Foundation reported $854K in total assets on its 2024 IRS Form 990-PF. It paid out $55K in qualifying distributions that year, against a required minimum of $61K (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 does Henry C & Jane G Otten Foundation fund?

No mission statement for the foundation is provided. See mission & focus areas ↑

How do I apply for a grant from Henry C & Jane G Otten Foundation?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Henry C & Jane G Otten Foundation's EIN?

Henry C & Jane G Otten Foundation's EIN (Employer Identification Number) is 84-1407394. IRS Form 990 filing data is available on this page for 2020–2024.

Does Henry C & Jane G Otten Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). Henry C & Jane G Otten Foundation funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/henry-c-and-jane-g-otten-foundation-morg_275267f8d3ca419e9c17f022d5a58b85

BibTeX
@misc{grantable_841407394_2026,
  author       = {{Grantable}},
  title        = {{Henry C \& Jane G Otten Foundation funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/henry-c-and-jane-g-otten-foundation-morg_275267f8d3ca419e9c17f022d5a58b85},
  note         = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Henry C & Jane G Otten Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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