Otter Cove Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Otter Cove Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 94-3287969

Foundation Overview

Based in Carmel, CA, Otter Cove Foundation has awarded 65 grants totaling $3,604,000 to organizations in California, Oregon and 1 other state across the US. Individual grants range from $2,000 to $300,000, with a median award of $30,000.

Latest Tax Year
2023
Total Giving (all years)
$3,604,000
Total Assets
$12,867,745
Median Grant (all grants)
$30,000

Latest Form 990-PF Snapshot

Total Grants
9
Median Grant
$25,000
% Median Grant Decline
-58% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

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

New Applicant Friendliness
Balanced Approach: 33%

3 of 9 recipients (33%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
California

83% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Orinda (15%), Carmel (13%), Sacramento (11%).

Funding Trajectory
-21%

Declining funding trend with 21% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Healthcare + 3 others

Diversified giving across multiple program areas with primary emphasis on healthcare (35%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Otter Cove Foundation'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
The Spca Of Monterey County $70,000 Monterey, CA, US To Provide For A More Secure Future For The Well-being Of Humans And Animals Alike 2023
Xenophon Therapeutic Riding Center $25,000 Orinda, CA, US To Provide Therapy For Handicapped Individuals Through Direct Interaction With Horses 2023
Robert Louis Stevenson School $100,000 Pebble Beach, CA, US To Support The Advancement Of Education 2023
Think Wild $100,000 Bend, OR, US Think Wild Provides A Wildlife Support System In Central Oregon 2023
Cal Polytechnic State University $20,000 San Luis Obispo, CA, US To Support Athletic Scholarship Program 2023
The Marine Mammal Center $100,000 Sausalito, CA, US Marine Mammal Rescue And Rehabilitation, Research And Education 2023
California Ocean Science Trust $20,000 Sacramento, CA, US Science Accelerating Progress For A Healthy Coast And Ocean 2023
Peace Of Mind Dog Rescue $5,000 Pacific Grove, CA, US Rescuing And Advocating For Senior Dogs And People On The Ca Central Coast 2023
Meals On Wheels Of The Monterey Pen $25,000 Pacific Grove, CA, US Empower And Support Seniors, Disabled Adults And Veterans With Nourishment So They May Remain Independent. Supporting Those In Need With Food Delivered. 2023
The Spca Of Monterey County $100,000 Monterey, CA, US To Provide For A More Secure Future For The Well-being Of Humans And Animals Alike 2022
All Saint Episcopal Day School $100,000 Carmel, CA, US To Support The Advancement Of Education 2022
Xenophon Therapeutic Riding Center $10,000 Orinda, CA, US To Provide Therapy For Handicapped Individuals Through Direct Interaction With Horses 2022
California Rangeland Trust $20,000 Sacramento, CA, US Conservation Of Rangeland In California 2022
Animal Assisted Happiness $10,000 Sunnyvale, CA, US To Enrich The Lives Of Youth With Needs Through Barnyard Animal Interactions 2022
Think Wild $100,000 Bend, OR, US Think Wild Provides A Wildlife Support System In Central Oregon 2022
The Marine Mammal Center $100,000 Sausalito, CA, US Marine Mammal Rescue And Rehabilitation, Research And Education 2022
Sweet Briar College $20,000 Sweet Briar, VA, US To Support The Advancement Of Education 2022
The Spca Of Monterey County $100,000 Monterey, CA, US To Provide For A More Secure Future For The Well-being Of Humans And Animals Alike 2022
All Saint Episcopal Day School $100,000 Carmel, CA, US To Support The Advancement Of Education 2022
Xenophon Therapeutic Riding Center $10,000 Orinda, CA, US To Provide Therapy For Handicapped Individuals Through Direct Interaction With Horses 2022
California Rangeland Trust $20,000 Sacramento, CA, US Conservation Of Rangeland In California 2022
Animal Assisted Happiness $10,000 Sunnyvale, CA, US To Enrich The Lives Of Youth With Needs Through Barnyard Animal Interactions 2022
Think Wild $100,000 Bend, OR, US Think Wild Provides A Wildlife Support System In Central Oregon 2022
The Marine Mammal Center $100,000 Sausalito, CA, US Marine Mammal Rescue And Rehabilitation, Research And Education 2022
Sweet Briar College $20,000 Sweet Briar, VA, US To Support The Advancement Of Education 2022
The Spca Of Monterey County $100,000 Monterey, CA, US To Provide For A More Secure Future For The Well-being Of Humans And Animals Alike 2022
All Saint Episcopal Day School $100,000 Carmel, CA, US To Support The Advancement Of Education 2022
Xenophon Therapeutic Riding Center $10,000 Orinda, CA, US To Provide Therapy For Handicapped Individuals Through Direct Interaction With Horses 2022
California Rangeland Trust $20,000 Sacramento, CA, US Conservation Of Rangeland In California 2022
Animal Assisted Happiness $10,000 Sunnyvale, CA, US To Enrich The Lives Of Youth With Needs Through Barnyard Animal Interactions 2022
Think Wild $100,000 Bend, OR, US Think Wild Provides A Wildlife Support System In Central Oregon 2022
The Marine Mammal Center $100,000 Sausalito, CA, US Marine Mammal Rescue And Rehabilitation, Research And Education 2022
Sweet Briar College $20,000 Sweet Briar, VA, US To Support The Advancement Of Education 2022
All Saint Episcopal Day School $50,000 Carmel, CA, US To Support The Advancement Of Education 2021
Xenophon Therapeutic Riding Center $10,000 Orinda, CA, US To Provide Therapy For Handicapped Individuals Through Direct Interaction With Horses 2021
California Rangeland Trust $40,000 Sacramento, CA, US Conservation Of Rangeland In California 2021
Think Wild $100,000 Bend, OR, US Think Wild Provides A Wildlife Support System In Central Oregon 2021
Cal Polytechnic State University $20,000 San Luis Obispo, CA, US To Support Athletic Scholarship Program 2021
All Saint Episcopal Day School $100,000 Carmel, CA, US To Support The Advancement Of Education 2020
Xenophon Therapeutic Riding Center $25,000 Orinda, CA, US To Provide Therapy For Handicapped Individuals Through Direct Interaction With Horses 2020
Animal Assisted Happiness $5,000 Sunnyvale, CA, US To Enrich The Lives Of Youth With Needs Through Barnyard Animal Interactions 2020
Think Wild $100,000 Bend, OR, US Think Wild Provides A Wildlife Support System In Central Oregon 2020
Cal Polytechnic State University $20,000 San Luis Obispo, CA, US To Support Athletic Scholarship Program 2020
The Marine Mammal Center $50,000 Sausalito, CA, US Marine Mammal Rescue And Rehabilitation, Research And Education 2020
California Shakespeare Festival $25,000 Berkeley, CA, US To Support The Cultural Arts 2018
Uc Santa Cruz Foundation $100,000 Santa Cruz, CA, US To Support The Advancement Of Education 2018
Xenophon Therapeutic Riding Center $30,000 Orinda, CA, US To Provide Therapy For Handicapped Individuals Through Direct Interaction With Horses 2018
California Rangeland Trust $20,000 Sacramento, CA, US Conservation Of Rangeland In California 2018
Animal Assisted Happiness $5,000 Sunyvale, CA, US To Enrich The Lives Of Youth With Needs Through Barnyard Animal Interactions 2018
Think Wild $100,000 Bend, OR, US Think Wild Provides A Wildlife Support System In Central Orgegon 2018
Cal Polytechnic State University $20,000 San Luis Obispo, CA, US To Support Athletic Scholarship Program 2018
All Saint Episcopal Day School $50,000 Carmel, CA, US To Support The Advancement Of Education 2017
California Shakespeare Festival $25,000 Berkeley, CA, US To Support The Cultural Arts 2017
Robert Louis Stevenson School $100,000 Pebble Beach, CA, US To Support The Advancement Of Education 2017
The Spca Of Monterey County $52,000 Monterey, CA, US To Provide For A More Secure Future For The Well-being Of Humans And Animals Alike 2017
Uc Santa Cruz Foundation $100,000 Santa Cruz, CA, US To Support The Advancement Of Education 2017
Sweet Briar Institute $20,000 Sweet Briar, VA, US To Support The Advancement Of Education 2017
California Shakespeare Festival $25,000 Berkeley, CA, US To Support The Cultural Arts 2016
All Saint Episcopal Day School $50,000 Carmel, CA, US To Support The Advancement Of Education 2016
Uc Santa Cruz Foundation $100,000 Santa Cruz, CA, US To Support The Advancement Of Education 2016
Ucsf Foundation $300,000 San Francisco, CA, US To Support Medical Research And Hospital Operations 2016
Xenophon Therapeutic Riding Center $10,000 Orinda, CA, US To Provide Therapy For Handicapped Individuals Through Direct Interaction With Horses 2016
Robert Louis Stevenson School $100,000 Pebble Beach, CA, US To Support The Advancement Of Education 2016
York School $5,000 Monterey, CA, US To Support The Advancement Of Education 2016
Today's Youth Matters $2,000 Milpitas, CA, US Build Christian Leaders By Equipping, Encouraging And Empowering The Kids Serve Through Spiritual Development And Intentional Lasting Relationships 2016

Foundations Similar to Otter Cove Foundation

Discover 5 foundations with comparable assets ($12,841,572-$12,965,587), similar grant patterns, and geographic focus in CA 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: 95-3942826 | 131 grants awarded
$12,869,256
(≈ Similar)
$15,000
median grant
Los Angeles, CA
Same state
100%
Excellent match

EIN: 47-4108450 | 37 grants awarded
$12,841,572
(≈ Similar)
$25,000
median grant
Palo Alto, CA
Same state
100%
Excellent match

EIN: 95-6949206 | 321 grants awarded
$12,937,392
(≈ Similar)
$15,000
median grant
Los Angeles, CA
Same state
100%
Excellent match

EIN: 81-1000768 | 67 grants awarded
$12,940,182
(≈ Similar)
$50,000
median grant
Los Angeles, CA
Same state
100%
Excellent match

EIN: 95-4487544 | 273 grants awarded
$12,965,587
(≈ Similar)
$25,000
median grant
Marina Del Rey, CA
Same state
100%
Excellent match

Contact Information

Official contact details for Otter Cove Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 94-3287969
Website N/A
Address 316 MID VALLEY CTR 123 Carmel, CA 93923-8516

Key People (4)

Board members, trustees, and key staff who oversee Otter Cove Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President James P Read Jr
Secretary Mark Plumley
Director Megan G Lindberg
Director/cfo Gilan M Read

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 Otter Cove Foundation 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 February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.