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The@Anne Lindsey Otenasek Charitable Foundation Inc

  • Towson, MD
  • Tax-exempt since Aug. 2004
  • EIN: 20-0702156

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$307k (2023)

Expenses
$449k (2023)

Total Assets
$6.67M (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$306,816
Expenses
$448,864
Net Income
-$142,048
Net Assets
$6,674,437
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $188,333
61.4%
Sales of Assets $117,296
38.2%
Other Income $1,187
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $365,300
81.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,674,437
Total Liabilities $0
Net Assets $6,674,437
Compensation
Key Employees and Officers Compensation Other
Francis H Otenasek (President) $0 $0
Richard J Otenasek Iii (Director) $0 $0
Page Otenasek Kozak (Director) $0 $0
Catherine Otenasek Levitas (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$536,791
Expenses
$409,960
Net Income
$126,831
Net Assets
$6,337,131
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $141,113
26.3%
Sales of Assets $394,998
73.6%
Other Income $680
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $349,296
85.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,337,131
Total Liabilities $0
Net Assets $6,337,131
Compensation
Key Employees and Officers Compensation Other
Francis H Otenasek (President) $0 $0
Richard J Otenasek Iii (Director) $0 $0
Page Otenasek Kozak (Director) $0 $0
Catherine Otenasek Levitas (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$694,109
Expenses
$426,511
Net Income
$267,598
Net Assets
$7,633,963
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $197,621
28.5%
Sales of Assets $496,487
71.5%
Other Income $1
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $415,000
97.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,633,963
Total Liabilities $0
Net Assets $7,633,963
Compensation
Key Employees and Officers Compensation Other
Margaret B Otenasek (President Director) $0 $0
Richard J Otenasek Iii (Director) $0 $0
Page Otenasek Kozak (Director) $0 $0
John H Otenasek (Director) $0 $0
Catherine Otenasek Levitas (Director) $0 $0
Francis H Otenasek (Treasurer Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$784,565
Expenses
$374,145
Net Income
$410,420
Net Assets
$7,034,056
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $366,763
46.7%
Interest Revenue $0
Dividends $132,887
16.9%
Sales of Assets $256,561
32.7%
Other Income $28,354
3.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $315,500
84.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,034,057
Total Liabilities $1
Net Assets $7,034,056
Compensation
Key Employees and Officers Compensation Other
Margaret B Otenasek (President Director) $0 $0
Catherine Otenasek Levitas (Director) $0 $0
Page Otenasek Kozak (Director) $0 $0
Richard J Otenasek Iii (Director) $0 $0
Francis H Otenasek (Treasurer Director) $0 $0
John H Otenasek (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$179,695
Expenses
$370,578
Net Income
-$190,883
Net Assets
$6,579,365
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $12,080
6.7%
Interest Revenue $0
Dividends $112,556
62.6%
Sales of Assets $51,599
28.7%
Other Income $3,460
1.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $323,899
87.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,579,366
Total Liabilities $1
Net Assets $6,579,365
Compensation
Key Employees and Officers Compensation Other
Margaret B Otenasek (President Director) $0 $0
Catherine Otenasek Levitas (Director) $0 $0
Page Otenasek Kozak (Director) $0 $0
Richard J Otenasek Iii (Director) $0 $0
Francis H Otenasek (Treasurer Director) $0 $0
John H Otenasek (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 17, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$387,134
Expenses
$318,180
Net Income
$68,954
Net Assets
$5,858,237
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $42,446
11.0%
Interest Revenue $0
Dividends $25,976
6.7%
Sales of Assets $318,712
82.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $261,000
82.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,858,237
Total Liabilities $0
Net Assets $5,858,237
Compensation
Key Employees and Officers Compensation Other
Margaret B Otenasek (President Director) $0 $0
Catherine Otenasek Levitas (Director) $0 $0
Page Otenasek Kozak (Director) $0 $0
Richard J Otenasek Iii (Director) $0 $0
Francis H Otenasek (Treasurer Director) $0 $0
John H Otenasek (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$309,475
Expenses
$337,501
Net Income
-$28,026
Net Assets
$6,557,364
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $26,056
8.4%
Interest Revenue $0
Dividends $88,063
28.5%
Sales of Assets $195,356
63.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $284,000
84.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,557,364
Total Liabilities $0
Net Assets $6,557,364
Compensation
Key Employees and Officers Compensation Other
Margaret B Otenasek (President Director) $0 $0
Catherine Otenasek Levitas (Director) $0 $0
Page Otenasek Kozak (Director) $0 $0
Richard J Otenasek Iii (Director) $0 $0
Francis H Otenasek (Treasurer Director) $0 $0
John H Otenasek (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$434,337
Expenses
$395,639
Net Income
$38,698
Net Assets
$5,982,041
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $16,931
3.9%
Interest Revenue $0
Dividends $109,980
25.3%
Sales of Assets $307,426
70.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $307,000
77.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,982,041
Total Liabilities $0
Net Assets $5,982,041
Compensation
Key Employees and Officers Compensation Other
Margaret B Otenasek (President Director) $0 $0
Catherine Otenasek Levitas (Director) $0 $0
Page Otenasek Kozak (Director) $0 $0
Richard J Otenasek Iii (Director) $0 $0
Francis H Otenasek (Treasurer Director) $0 $0
John H Otenasek (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 13, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$526,119
Expenses
$402,823
Net Income
$123,296
Net Assets
$6,509,392
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $132,504
25.2%
Sales of Assets $393,615
74.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $342,350
85.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,509,392
Total Liabilities $0
Net Assets $6,509,392

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$540,488
Expenses
$384,653
Net Income
$155,835
Net Assets
$6,564,151
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $130,686
24.2%
Sales of Assets $409,802
75.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $327,000
85.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,564,151
Total Liabilities $0
Net Assets $6,564,151

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$403,347
Expenses
$350,420
Net Income
$52,927
Net Assets
$5,831,162
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $137,939
34.2%
Sales of Assets $265,408
65.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $295,000
84.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,831,162
Total Liabilities $0
Net Assets $5,831,162

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$469,093
Expenses
$449,545
Net Income
$19,548
Net Assets
$5,557,294
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $115,874
24.7%
Sales of Assets $353,219
75.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $385,000
85.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,557,294
Total Liabilities $0
Net Assets $5,557,294

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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