Terrell Otis D & Emma a Endowment
Terrell Otis D & Emma a Endowment is a private foundation, based in Eagan, MN. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $1.0M in total assets. In 2026, it awarded 1 grant totaling $72K. Net investment income was $70K.
Terrell Otis D & Emma a Endowment at a glance
In short: Terrell Otis D & Emma a Endowment gave $72K across 1 grant in 2026 (avg $72K), mostly in North Carolina. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $71,762
- -27.4% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $71,762
- -27.4% vs 2025
- Median grant
- $71,762
- Total assets
- $1,017,464
- -0.3% vs 2025
- Primary geography
- North Carolina (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Terrell Otis D & Emma a Endowment funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Masonic Home for Children at Oxford ($72K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Terrell Otis D & Emma a Endowment gives
- Giving held roughly steady from 2023 to 2026 (+19%). Method
- In 2026 it paid out 108% 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 2020 to 2026, annual grant giving ranged from $16K (2022) to $99K (2025). In 2026 it made 1 grant totaling $72K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Masonic Home for Children at Oxford Oxford, NC | General Operating | $71,762 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $1,017,464 | $92,030 | $94,722 | $71,762 | 1 | $74,015 | $69,910 | $68,758 |
| 2025 | $1,020,155 | $83,578 | $129,102 | $98,837 | 1 | $102,580 | $63,183 | $68,255 |
| 2024 | $1,064,439 | $246,610 | $97,977 | $75,876 | 1 | $79,421 | $228,207 | $60,937 |
| 2023 | $917,045 | $30,604 | $81,367 | $60,500 | 1 | $63,937 | $10,988 | $62,064 |
| 2022 | $967,808 | $30,169 | $43,076 | $15,807 | 1 | $19,415 | $11,163 | $69,045 |
| 2021 | $980,575 | $216,735 | $61,015 | $39,595 | 1 | — | $198,817 | $55,458 |
| 2020 | $824,331 | $103,103 | $76,495 | $53,005 | 1 | — | $87,410 | $52,596 |
Under IRS private-foundation payout rules, Terrell Otis D & Emma a Endowment reported a distributable amount of $69K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Terrell Otis D & Emma a Endowment's only listed officer is US Bank N A, Trustee on every filing since 2024 (compensated).
Officers on the 2026 filing
US Bank N A
Trustee
On filings since 2024
1 hr/week
$20K (2024) → $23K (2026)
Former officers (1)
- Former: US Bank (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $23K, to US Bank N a (Trustee).
Frequently asked questions about Terrell Otis D & Emma a Endowment
How much does Terrell Otis D & Emma a Endowment give each year?
Terrell Otis D & Emma a Endowment gave $72K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $99K across 1 grant.
How large is Terrell Otis D & Emma a Endowment?
Terrell Otis D & Emma a Endowment reported $1.0M in total assets on its 2026 IRS Form 990-PF. It paid out $74K in qualifying distributions that year, against a required minimum of $69K (roughly 5% of its investment assets).
Where does Terrell Otis D & Emma a Endowment operate?
Terrell Otis D & Emma a Endowment has awarded grants in North Carolina.
What is Terrell Otis D & Emma a Endowment's EIN?
Terrell Otis D & Emma a Endowment's EIN (Employer Identification Number) is 43-6273379. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 29, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 2, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 4, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 9, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 13, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS August 5, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 10, 2026)
- IRS filings on file for fiscal years 2020–2025
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