Otter Brook Foundation
Otter Brook Foundation is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $30K in total assets. Net investment income was $255.
Otter Brook Foundation at a glance
- Total assets
- $29,579
- +0.9% vs 2024
- Revenue (2025)
- $255
- -98.7% vs 2024
- Net investment income (2025)
- $255
- +11.8% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Otter Brook Foundation funds
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Otter Brook Foundation gives
- Giving grew 67% from 2021 to 2024. Method
- In 2024 it paid out 588% of its IRS minimum distribution (the 5% rule). 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 2021 to 2024, annual grant giving ranged from $3K (2021) to $5K (2024). In 2024 it made 1 grant totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| National Philanthropic Trust Jenkintown, PA | Educ Assistance -Disadvantaged Youth | $5,000 |
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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 | $29,579 | $255 | — | — | — | — | $255 | $1,447 |
| 2024 | $29,324 | $20,228 | $5,000 | $5,000 | 1 | $5,000 | $228 | $850 |
| 2023 | $14,096 | $208 | — | — | — | — | $208 | $687 |
| 2022 | $13,888 | $159 | $75 | — | — | — | $84 | $680 |
| 2021 | $13,804 | $4 | $3,000 | $3,000 | 1 | $3,000 | $4 | $821 |
| 2020 | $16,794 | $53 | — | — | — | — | $53 | $826 |
Under IRS private-foundation payout rules, Otter Brook Foundation reported a distributable amount of $1K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Otter Brook Foundation is led by Jennifer L. Dubois, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Jennifer L. Dubois
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Otter Brook Foundation
How large is Otter Brook Foundation?
Otter Brook Foundation reported $30K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $255.
Where does Otter Brook Foundation operate?
Otter Brook Foundation has awarded grants in Pennsylvania.
How much is Otter Brook Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Otter Brook Foundation reported a distributable amount of $1K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Otter Brook Foundation's EIN?
Otter Brook Foundation's EIN (Employer Identification Number) is 02-6116982. IRS Form 990 filing data is available on this page for 2020–2025.
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 May 28, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Otter Brook Foundation's focus areas in our free grants database
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