The Ottosen Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PHOENIX, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.0M in total assets. In 2024, it awarded 14 grants totaling $805K. Net investment income was $318K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$9.0M
-2.8% YoY
Annual Giving
$805K
+27.5% YoY
Grant Count
14
+40.0% YoY
Avg Grant Size
$58K
-9.0% YoY
Under IRS private-foundation payout rules, The Ottosen Family Foundation reported a distributable amount of $803K for 2024 — the minimum it must pay out in qualifying distributions.
About The Ottosen Family Foundation
Based on IRS filings
The Ottosen Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PHOENIX, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.0M in total assets. In 2024, it awarded 14 grants totaling $805K. Net investment income was $318K.
Focus Areas
Ready to take the next step with The Ottosen Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,960,877 | $9,222,821 | $9,514,954 |
| Revenue | $318,486 | $375,322 | $375,469 |
| Expenses | $813,220 | $641,797 | $767,392 |
| Qualifying Distributions | $806,935 | $634,057 | $758,685 |
| Net Investment Income | $318,221 | $402,869 | $372,230 |
| Distributable Amount | $803,365 | $698,654 | $718,885 |
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
69 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Banner Health Foundation ($400,000), Desert Botanical Garden ($60,000), The Salvation Army ($60,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BALLET ARIZONA PHOENIX, AZ | PROGRAM SUPPORT | $40,000 |
| DESERT BOTANICAL GARDEN PHOENIX, AZ | PROGRAM SUPPORT | $60,000 |
| BANNER HEALTH FOUNDATION PHOENIX, AZ | PROGRAM SUPPORT | $400,000 |
| ROSIE'S HOUSE PHOENIX, AZ | PROGRAM SUPPORT | $25,000 |
| O'CONNOR INSTITUTE PHOENIX, AZ | PROGRAM SUPPORT | $10,000 |
| TGEN FOUNDATION PHOENIX, AZ | PROGRAM SUPPORT | $50,000 |
| THE SALVATION ARMY PHOENIX, AZ | PROGRAM SUPPORT | $60,000 |
| FRIENDS OF ARIZONA PBS PHOENIX, AZ | PROGRAM SUPPORT | $10,000 |
| ST MARY'S FOOD BANK PHOENIX, AZ | PROGRAM SUPPORT | $25,000 |
| ST VINCENT DE PAUL SOCIETY PHOENIX, AZ | PROGRAM SUPPORT | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BARBARA J OTTOSEN | PRESIDENT | 5 | — |
| PAMELA LYNN PERRY | SECRETARY | 1 | — |
| DONALD R OTTOSEN | TREASURER | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Ottosen Family Foundation?
The Ottosen Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PHOENIX, AZ. It holds $9.0M in total assets as of 2024.
How large is The Ottosen Family Foundation?
As of 2024, The Ottosen Family Foundation holds $9.0M in total assets with $318K in annual revenue. It awarded 14 grants totaling $805K in 2024.
Where does The Ottosen Family Foundation operate?
The Ottosen Family Foundation has awarded grants in Arizona, Tennessee, Virginia.
What size grants does The Ottosen Family Foundation award?
In 2024, The Ottosen Family Foundation awarded 14 grants totaling $805K — an average of about $58K per grant, based on its IRS Form 990 filings.
How much is The Ottosen Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Ottosen Family Foundation reported a distributable amount of $803K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Ottosen Family Foundation's EIN?
The Ottosen Family Foundation's EIN (Employer Identification Number) is 86-0778785. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Ottosen Family Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Running River School Inc
SEDONA, AZ
Assets
—
Grants
0
Total Given
—
Dorrance Family Foundation
SCOTTSDALE, AZ
Assets
$111.3M
Grants
78
Total Given
$5.6M
Unicorn Philanthropy Foundation
SCOTTSDALE, AZ
Assets
$72K
Grants
3
Total Given
$236K
Revelation Wellness Foundation
PHOENIX, AZ
Assets
$1.3M
Grants
3
Total Given
$40K
Dennis Evans Charitable Foundation
SCOTTSDALE, AZ
Assets
$33K
Grants
4
Total Given
$4K
Along Side Ministries Inc
PHOENIX, AZ
Assets
$1.2M
Grants
1
Total Given
$6K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Ottosen Family Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching The Ottosen Family Foundation to a real strategy.