STRATEGY STUDIO / PUBLIC DATA EXPLORER

OTT FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
OTT FOUNDATION INC (EIN 26-3299645)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-03
IRS object ID
202231239349101753
Schema version
2021v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-03T12:51:00-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261194602PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REA LOGAN & CO LLC CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 S NORTON STAddressLine1Txt
CityMARIONCityNm
State AbbreviationINStateAbbreviationCd
ZIP469523804ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263299645EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE OTT FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOTTFBusinessNameControlTxt
Phone7646645400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11800 N WABASH ROAD RM/STE 300AddressLine1Txt
CityMARIONCityNm
State AbbreviationINStateAbbreviationCd
ZIP46952ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY OTTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7656645400PhoneNum
Signature2022-04-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGARYPersonFirstNm
Person LastOTTPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT J LOGAN CPAPreparerPersonNm
PTINP00118145PTIN
Phone7656642366PhoneNum
Preparation2022-04-21PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$159,563FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$105,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,670InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,670InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,670InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$106,670TotalRevAndExpnssAmt
Total Net Invst Incm$1,670TotalNetInvstIncmAmt
Total Adj Net Incm$1,670TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,680AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$28OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,708TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$100,844ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$100,844ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$102,552TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$100,844TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,118ExcessRevenueOverExpensesAmt
Net Investment Income$1,670NetInvestmentIncomeAmt
Adjusted Net Income$1,670AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,701CashBOYAmt
Cash EOY$13,148CashEOYAmt
Cash EOYFMV$13,148CashEOYFMVAmt
Sav And Temp Cash Invst BOY$143,744SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$146,415SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$146,415SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$155,445TotalAssetsBOYAmt
Total Assets EOY$159,563TotalAssetsEOYAmt
Total Assets EOYFMV$159,563TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$155,445NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$159,563NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$155,445TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$159,563TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$155,445TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$159,563TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$155,445TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,118ExcessRevenueOverExpensesAmt
Subtotal$159,563SubtotalAmt
Tot Net Ast Or Fund Balances EOY$159,563TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$23InvestmentIncomeExciseTaxAmt
Subtotal$23SubtotalAmt
Tax Based On Investment Income$23TaxBasedOnInvestmentIncomeAmt
Tax Due$23TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTREASURERIndividualWithBooksNm
Phone7656645400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11800 N WABASH RD SUITE 300AddressLine1Txt
CityMARIONCityNm
State AbbreviationINStateAbbreviationCd
ZIP46952ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY OTT
1800 N WABASH ROADMARIONIN46952PRESIDENT000.00$0$0$0
CONNIE OTT
1800 N WABASH ROADMARIONIN46952TREASURER000.00$0$0$0
BRADLEY OTT
583 W 700 NLAFONTAINEIN46940V-PRESIDENT000.00$0$0$0
RYAN OTT
1050 LONG BRANCH COURTGAS CITYIN46933DIRECTOR000.00$0$0$0
AMIE OTT
1050 LONG BRANCH COURTGAS CITYIN46933DIRECTOR000.00$0$0$0
DANIEL SHOWALTER
5297 CANARY COURTCARMELIN46033DIRECTOR000.00$0$0$0
JENNIFER SHOWALTER
5297 CANARY COURTCARMELIN46033DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1RELIEF FOR THE POOR, DISTRESSED OR UNDERPRIVILEGED. ADVANCEMENT OF EDUCATION WHICH INCLUDE CONTRIBUTING TO EDUCATIONAL INSTITUTIONS FOR THE SUPPORT AND FURTHERANCE OF THE EDUCATIONAL INSTITUTION OR REWARDING OF SCHOLARSHIPS. SUPPORT OF RELIGIOUS ORGANIZATIONS.Description1Txt
Expenses1$100,844Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$122,469AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$122,469TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$122,469AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,837CashDeemedCharitableAmt
Net Vl Noncharitable Assets$120,632NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,032MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,032MinimumInvestmentReturnAmt
Tax Based On Investment Income$23TaxBasedOnInvestmentIncomeAmt
Total Tax$23TotalTaxAmt
Distributable Before Adj$6,009DistributableBeforeAdjAmt
Distributable Before Ded$6,009DistributableBeforeDedAmt
Distributable As Adjusted$6,009DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$100,844ExpensesAndContributionsAmt
Qualifying Distributions$100,844QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,009DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$630,768ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$624,867ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$474,376ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$720,182ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$177,759ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,627,952TotalExcessDistributionCyovAmt
Qualifying Distributions$100,844QualifyingDistributionsAmt
Applied To Current Year$6,009AppliedToCurrentYearAmt
Remaining Distri From Corpus$94,835RemainingDistriFromCorpusAmt
Total Corpus$2,722,787TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$630,768ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,092,019ExcessDistriCyovToNextYrAmt
Excess From Year4$624,867ExcessFromYear4Amt
Excess From Year3$474,376ExcessFromYear3Amt
Excess From Year2$720,182ExcessFromYear2Amt
Excess From Year1$177,759ExcessFromYear1Amt
Excess From Current Year$94,835ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO80921NONECHARITYCHILDREN SPONSORSHIP$912
FAMILY SERVICE SOCIETY INC
101 S WASHINGTON STMARIONIN46952NONECHARITYGENERAL SUPPORT$5,000
HANDS OF HOPE
14350 MUNDY DRIVE STE 800NOBLESVILLEIN46060NONECHARITYSPONSORSHIP$5,000
THE CARING FOUNDATION INC
1800 N WABASH AVEMARIONIN46952NONECHARITYGENERAL SUPPORT$23,757
EFCA REACH GLOBAL
901 E 78TH STREETMINNEAPOLISMN55420NONECHARITYMINISTRY$2,400
WELLSPRINGS OF FREEDOM
3900 18TH AVEROCK ISLANDIL61201NONECHARITYMINISTRY SUPPORT$4,200
SPECIAL OLYMPICS
PO BOX 44094INDIANAPOLISIN46244NONECHARITYGENERAL SUPPORT$175
CAREY SERVICES
2724 S CAREY STMARIONIN46953NONECHARITYGENERAL SUPPORT$2,500
HOPE INDIA MISSION
1403 WINCHESTER RDDECATURIN46733NONECHARITYGENERAL SUPPORT$2,000
GILEAD MINISTRIES
PO BOX 134MARIONIN46952NONECHARITYGENERAL SUPPORT$1,000
GLOBAL PARTNERS
PO BOX 50434INDIANAPOLISIN46250NONECHARITYSPONSORSHIP$3,000
HABITAT FOR HUMANITY OF GRANT CO
PO BOX 687MARIONIN46952NONECHARITYGENERAL SUPPORT$20,000
FORGE
14485 E EVANS AVEDENVERCO80014NONECHARITYGENERAL SUPPORT$30,000
NNYM
PO BOX 501748SAN DIEGOCA92150NONECHARITYSPONSORSHIP$900
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$100,844TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,670ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,670ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,670TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
GARY CONNIE OTT
11800 N WABASH ROADMARIONIN46952$100,000Yes (X)
CULLEN GIBSON
22158 LANTERN LANEMARIONIN46952$5,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,680Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
TAX EXPENSE$28