Otto Froehlich Charitable Trust

DALLAS, TX EIN: 22-6621115

Otto Froehlich Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.3M in total assets. In 2025, it awarded 1 grants totaling $173K. Net investment income was $277K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.3M

+2.3% YoY

Annual Giving

$173K

+15.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$173K

+15.2% YoY

Under IRS private-foundation payout rules, Otto Froehlich Charitable Trust reported a distributable amount of $193K for 2025 — the minimum it must pay out in qualifying distributions.

About Otto Froehlich Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Jersey $831K (100%)

States

New Jersey

Cities

Morristown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$3,342,156	$3,268,044	$3,298,280
Revenue	$308,319	$125,432	$-67,251
Expenses	$217,354	$188,474	$212,681
Qualifying Distributions	$187,934	$163,786	$173,563
Net Investment Income	$277,291	$91,370	$46,092
Distributable Amount	$193,150	$177,807	$168,969

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Atlantic Health System ($173,174).

Recipient	Purpose	Amount
ATLANTIC HEALTH SYSTEM MORRISTOWN, NJ	UNRESTRICTED GENERAL	$173,174

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$36,000

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Otto Froehlich Charitable Trust?

Otto Froehlich Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $3.3M in total assets as of 2025.

How large is Otto Froehlich Charitable Trust?

As of 2025, Otto Froehlich Charitable Trust holds $3.3M in total assets with $308K in annual revenue. It awarded 1 grants totaling $173K in 2025.

Where does Otto Froehlich Charitable Trust operate?

Otto Froehlich Charitable Trust has awarded grants in New Jersey.

What size grants does Otto Froehlich Charitable Trust award?

In 2025, Otto Froehlich Charitable Trust awarded 1 grants totaling $173K — an average of about $173K per grant, based on its IRS Form 990 filings.

How much is Otto Froehlich Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Otto Froehlich Charitable Trust reported a distributable amount of $193K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Otto Froehlich Charitable Trust's EIN?

Otto Froehlich Charitable Trust's EIN (Employer Identification Number) is 22-6621115. IRS Form 990 filing data is available on this page for 2021–2025.