The Ottosen Family Foundation

Private foundation · Grantmaker Phoenix, AZ EIN: 86-0778785

The Ottosen Family Foundation is a private foundation based in Phoenix, Arizona. In its 2025 filing, it reported 15 grants totaling $893,078 to charitable organizations.

Key facts about The Ottosen Family Foundation

In short: The Ottosen Family Foundation gave $893K across 15 grants in 2025 (avg $60K), mostly in Arizona. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
86-0778785
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$893,078
Grants made (2025)
15
Average grant
$59,539
Median grant
$50,000
New grantees (estimate)
0% first-time grantees (0 of 15, 2025)
Total assets
$8,759,919
Primary geography
Arizona (92% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests; it states that it makes contributions only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$8.8M

-2.2% YoY

Annual Giving

$893K

+10.9% YoY

Grant Count

15

+7.1% YoY

Avg Grant Size

$60K

+3.5% YoY

Under IRS private-foundation payout rules, The Ottosen Family Foundation reported a distributable amount of $863K for 2025 — the minimum it must pay out in qualifying distributions.

Is The Ottosen Family Foundation open to new grantees?

0%

first-time grantees, 2025

In 2025, 0 of 15 grantees (0%) were first-time recipients. How we count

  • 93% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+18%). Method
  • In 2025 it paid out 104% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants included support for organizations working in health care, arts and culture, hospice care, conservation, and other community services. These examples describe the grantees’ work, not stated focus areas of the foundation.

Banner Health Foundation, which received $300,000, says it secures charitable contributions for Banner Health and invests in facilities and programs supporting care, research, medical education, patient services, and community benefits. Barrow Neurological Foundation, which received $50,000, says it supports Barrow Neurological Institute. Ballet Arizona, also awarded $50,000, describes its mission as igniting the human spirit through dance, with a vision of “ballet for everyone.” The Nature Conservancy, which received $50,000, says its mission is to conserve the lands and waters on which life depends. Desert Botanical Garden, awarded $48,078, describes its work as advancing education, research, exhibition, and conservation of desert plants, with an emphasis on the Sonoran Desert.

Grantmaking

In filing year 2025, the foundation reported 15 grants totaling $893,078. Grant amounts ranged from $10,000 to $300,000, with a median of $50,000. The largest awards included $300,000 to Banner Health Foundation and $70,000 to The Salvation Army, both in Phoenix. Other notable grants were $50,000 each to Ballet Arizona, St Vincent de Paul Society, St Mary’s Food Bank, The Nature Conservancy, O’Connor Institute, Hospice of the Valley, and Barrow Neurological Foundation.

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Geographic Focus

Where this funder awards grants

In 2025, 92% of grant dollars went to recipients in Arizona, 6% to recipients in Virginia, and 2% to recipients in Illinois.

Grant Distribution by State

4states

Share of 2025 grant dollars across all 15 itemized grants.

Cities

PhoenixArlingtonTempeChicagoMemphisMesa

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M8 grants2020 22 grants2021 15 grants2022 10 grants2023 14 grants2024 15 grants2025

From 2020 to 2025, annual grant giving ranged from $576K (2020) to $893K (2025). In 2025 it made 15 grants totaling $893K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Banner Health Foundation: $300KBanner Health Foundation$300KThe Salvation Army: $70KThe Salvation Army$70KBallet Arizona: $50KBallet Arizona$50KSt Vincent De Paul Society: $50KSt Vincent De Paul Society$50KSt Mary's Food Bank: $50KSt Mary's Food Bank$50KThe Nature Conservancy: $50KThe Nature Conservancy$50KO'Connor Institute: $50KO'Connor Institute$50KHospice of the Valley: $50KHospice of the Valley$50KBarrow Neurological Foundation: $50KBarrow Neurological Foundation$50KDesert Botanical Garden: $48KDesert Botanical Garden$48K

The largest 2025 recipient was Banner Health Foundation ($300K). Together the top 10 received $768K.

Grant Size Distribution

76 grants across all recorded years

56<$50K15$50–100K$100–250K5$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 56 grants of 76 (74%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Banner Health Foundation Phoenix, AZProgram Support$300,000
The Salvation Army Phoenix, AZProgram Support$70,000
Ballet Arizona Phoenix, AZProgram Support$50,000
St Vincent De Paul Society Phoenix, AZProgram Support$50,000
St Mary's Food Bank Phoenix, AZProgram Support$50,000
The Nature Conservancy Arlington, VAProgram Support$50,000
O'Connor Institute Phoenix, AZProgram Support$50,000
Hospice of the Valley Phoenix, AZPublic Support$50,000
Barrow Neurological Foundation Phoenix, AZProgram Support$50,000
Desert Botanical Garden Phoenix, AZProgram Support$48,078

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2025 $8,759,919 $467,980 $898,486 $893,078 15
2024 $8,960,877 $318,486 $813,220 $805,000 14
2023 $9,222,821 $375,322 $641,797 $631,600 10
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$8,759,919$8,960,877$9,222,821
Revenue$467,980$318,486$375,322
Expenses$898,486$813,220$641,797
Qualifying Distributions$895,107$806,935$634,057
Net Investment Income$467,764$318,221$402,869
Distributable Amount$863,358$803,365$698,654

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 May 15, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS June 5, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Barbara J Ottosen as president, Pamela Lynn Perry as secretary, and Donald R Ottosen as treasurer.

The Ottosen Family Foundation is led by Barbara J. Ottosen, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Barbara J. Ottosen

    President

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Donald R. Ottosen

    Treasurer

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Pamela Lynn Perry

    Secretary

    On filings since 2021

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Diann C. Henderson (2020) — Secretary

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.

Contact

Mailing address: 105 South 28Th Street, Phoenix, AZ 85034
Phone: (602) 275-8514

Frequently asked questions about The Ottosen Family Foundation

How much does The Ottosen Family Foundation give each year?

The Ottosen Family Foundation gave $893K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $805K across 14 grants.

What is The Ottosen Family Foundation's typical grant size?

The Ottosen Family Foundation's median grant in 2025 was $50,000, and its average grant was $59,539, across 15 grants on its 2025 IRS Form 990-PF.

Where does The Ottosen Family Foundation give grants?

The Ottosen Family Foundation gives mostly in Arizona: 92% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Virginia (6%). The most frequent recipient cities were Phoenix, AZ (13 grants).

Does The Ottosen Family Foundation give general operating support?

Not in 2025: none of the 15 grants with a stated purpose on The Ottosen Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (14 grants).

Who are The Ottosen Family Foundation's largest grantees?

The Ottosen Family Foundation's largest 2025 grantees include Banner Health Foundation ($300,000), The Salvation Army ($70,000) and Ballet Arizona ($50,000), according to its 2025 IRS Form 990-PF. Together they received 47% of its itemized 2025 grant dollars.

How large is The Ottosen Family Foundation?

The Ottosen Family Foundation reported $8.8M in total assets on its 2025 IRS Form 990-PF. It paid out $895K in qualifying distributions that year, against a required minimum of $863K (roughly 5% of its investment assets).

What does The Ottosen Family Foundation fund?

No mission statement for the foundation is provided. Its 2025 grants included support for organizations working in health care, arts and culture, hospice care, conservation, and other community services. These examples describe the grantees’ work, not stated focus areas of the foundation. See mission & focus areas ↑

How do I apply for a grant from The Ottosen Family Foundation?

The foundation does not accept unsolicited requests; it states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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 2020–2025.

Does The Ottosen Family Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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