Terrell Otis D & Emma a Endowment

Private foundation · Grantmaker Eagan, MN EIN: 43-6273379

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.

Key facts about Terrell Otis D & Emma a Endowment

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.

EIN
43-6273379
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$71,762
Grants made (2026)
1
Average grant
$71,762
Median grant
$71,762
Total assets
$1,017,464
Primary geography
North Carolina (100% of itemized 2026 grant dollars)

Data from IRS Form 990-PF, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$1.0M

-0.3% YoY

Annual Giving

$72K

-27.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$72K

-27.4% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2026 grant dollars on its one itemized grant.

Cities

Oxford

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025 1 grant2026

From 2020 to 2026, annual grant giving ranged from $16K (2022) to $99K (2025). In 2026 it made 1 grant totaling $72K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2026

Masonic Home for Children at Oxford: $72KMasonic Home for Children atOxford$72K

The largest 2026 recipient was Masonic Home for Children at Oxford ($72K).

Grant Size Distribution

5 grants across all recorded years

1<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 4 grants of 5 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Masonic Home for Children at Oxford Oxford, NCGeneral Operating$71,762

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$1,017,464$1,020,155$1,064,439
Revenue$92,030$83,578$246,610
Expenses$94,722$129,102$97,977
Qualifying Distributions$74,015$102,580$79,421
Net Investment Income$69,910$63,183$228,207
Distributable Amount$68,758$68,255$60,937

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS July 29, 2020)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 2, 2021)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 4, 2022)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS August 9, 2023)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS August 13, 2024)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS August 5, 2025)
  7. Added Form 990-PF for fiscal year 2026 (received by the IRS August 10, 2026)
  8. IRS filings on file for fiscal years 2020–2025

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

US Bank N a — Trustee: $23KUS Bank N aTrustee$23K

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.

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