Terrell Otis D & Emma A Endowment | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Terrell Otis D & Emma A Endowment. Data shown is extracted from Form 990-PF filings.

EIN: 43-6273379

Foundation Overview

Based in Milwaukee, WI, Terrell Otis D & Emma A Endowment has awarded 13 grants totaling $780,238 to organizations in North Carolina. Individual grants range from $15,807 to $98,837, with a median award of $60,500.

Latest Tax Year
2024
Total Giving (all years)
$780,238
Total Assets
$1,338,730
Median Grant (all grants)
$60,500

Latest Form 990-PF Snapshot

Total Grants
2
Median Grant
$98,837
% Median Grant Growth
+30% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
North Carolina

100% of all grants are concentrated in North Carolina, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within North Carolina, funding concentrates in Oxford (100%).

Funding Trajectory
+133%

Strong 133% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

Loading geographic data...
Loading chart...
Loading chart...
Loading chart...

Grants & Funding

Analyzing past grantees provides valuable insights into Terrell Otis D & Emma A Endowment's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Masonic Home For Children At Oxford $98,837 Oxford, NC, US General Operating 2024
Masonic Home For Children At Oxford $98,837 Oxford, NC, US General Operating 2024
Masonic Home For Children At Oxford $75,876 Oxford, NC, US General Operating 2023
Masonic Home For Children At Oxford $75,876 Oxford, NC, US General Operating 2023
Masonic Home For Children At Oxford $60,500 Oxford, NC, US General Operating 2022
Masonic Home For Children At Oxford $60,500 Oxford, NC, US General Operating 2022
Masonic Home For Children At Oxford $60,500 Oxford, NC, US General Operating 2022
Masonic Home For Children At Oxford $15,807 Oxford, NC, US General Operating 2021
Masonic Home For Children At Oxford $39,595 Oxford, NC, US General Operating 2020
Masonic Home For Children At Oxford $53,005 Oxford, NC, US General Operating 2019
Masonic Home For Children At Oxford $50,570 Oxford, NC, US General Operating 2018
Masonic Home For Children At Oxford $47,986 Oxford, NC, US General Operating 2017
Masonic Home For Children At Oxford $42,349 Oxford, NC, US General Operating 2016

Foundations Similar to Terrell Otis D & Emma A Endowment

Discover 5 foundations with comparable assets ($1,323,259-$1,348,554), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 26-6616149 | 18 grants awarded
$1,339,815
(≈ Similar)
$30,790
median grant
La Crosse, WI
Same state
100%
Excellent match

EIN: 41-6015320 | 9 grants awarded
$1,334,185
(≈ Similar)
$70,597
median grant
Milwaukee, WI
Same state
100%
Excellent match

EIN: 43-6098664 | 10 grants awarded
$1,333,517
(≈ Similar)
$49,004
median grant
Milwaukee, WI
Same state
100%
Excellent match

EIN: 46-6039980 | 11 grants awarded
$1,348,554
(≈ Similar)
$60,117
median grant
Milwaukee, WI
Same state
100%
Excellent match

EIN: 42-6362821 | 9 grants awarded
$1,323,259
(≈ Similar)
$63,025
median grant
Milwaukee, WI
Same state
99%
Excellent match

Contact Information

Official contact details for Terrell Otis D & Emma A Endowment as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 43-6273379
Website N/A
Address PO BOX 634 Milwaukee, WI 53201-0634

Key People (1)

Board members, trustees, and key staff who oversee Terrell Otis D & Emma A Endowment's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Us Bank N A

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Terrell Otis D & Emma A Endowment is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.