Henry C & Jane G Otten Foundation
Henry C & Jane G Otten Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIGFORK, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $854K in total assets. In 2024, it awarded 31 grants totaling $53K. Net investment income was $63K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$854K
+0.9% YoY
Annual Giving
$53K
+3.9% YoY
Grant Count
31
-11.4% YoY
Avg Grant Size
$2K
+17.3% YoY
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.
About Henry C & Jane G Otten Foundation
Based on IRS filings
Henry C & Jane G Otten Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIGFORK, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $854K in total assets. In 2024, it awarded 31 grants totaling $53K. Net investment income was $63K.
Focus Areas
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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 | $854,184 | $846,457 | $872,483 |
| Revenue | $77,549 | $39,917 | $32,137 |
| Expenses | $69,822 | $65,943 | $73,702 |
| Qualifying Distributions | $54,660 | $52,479 | $59,517 |
| Net Investment Income | $62,519 | $26,603 | $18,474 |
| Distributable Amount | $61,209 | $52,937 | $54,926 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
167 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Cru ($6,000), Gallatin County Love ($5,000), Wyoming Catholic College ($4,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CRU ORLANDO, FL | GENERAL | $6,000 |
| CATALINA ISLAND CONSERVANCY AVALON, CA | GENERAL | $500 |
| FRIENDS OF BANNING MUSEUM WILMINGTON, CA | GENERAL | $500 |
| MONASTERY OF THE HOLY CROSS IRON MOUNTAIN, MI | GENERAL | $1,000 |
| NORTHWOODS ANIMAL SHELTER IRON RIVER, MI | GENERAL | $500 |
| RAFIKI FOUNDATION INC EUSTIS, FL | GENERAL | $2,000 |
| SACRED PORTION CHILDREN'S OUTREACH BOZEMAN, MT | GENERAL | $1,000 |
| TIBETAN CHILDREN'S EDUCATION FOUNDA HELENA, MT | GENERAL | $2,000 |
| ZOE CARE BOZEMAN, MT | GENERAL | $2,000 |
| WYOMING CATHOLIC COLLEGE LANDER, WY | ANNUAL FUND GENERAL AND ENDOWMENT FUNDS | $4,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KATHERINE O HOLIDAY | Vice President | — | — |
| ELISE OTTEN | Vice President | — | — |
| ANITA SCOTT | Treasurer | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Henry C & Jane G Otten Foundation?
Henry C & Jane G Otten Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIGFORK, MT. It holds $854K in total assets as of 2024.
How large is Henry C & Jane G Otten Foundation?
As of 2024, Henry C & Jane G Otten Foundation holds $854K in total assets with $78K in annual revenue. It awarded 31 grants totaling $53K in 2024.
Where does Henry C & Jane G Otten Foundation operate?
Henry C & Jane G Otten Foundation has awarded grants in California, Colorado, District of Columbia, Florida, Idaho, Illinois, Maryland, Michigan, Missouri, Montana, New Jersey, New York, Oklahoma, Oregon, Pennsylvania, Texas, Vermont, Wisconsin, Wyoming.
What size grants does Henry C & Jane G Otten Foundation award?
In 2024, Henry C & Jane G Otten Foundation awarded 31 grants totaling $53K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Henry C & Jane G Otten Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Henry C & Jane G Otten Foundation reported a distributable amount of $61K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Henry C & Jane G Otten Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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