2024-05-14T17:27:50-04:00 2023-12-31 990PF 2023-01-01 832710944 OTTER TAIL POWER COMPANY FOUNDATION % Janelle Johnson OTTE 2187398758 215 S CASCADE ST FERGUS FALLS MN 565372801 Janelle Johnson Treasurer 2187398758 2024-05-14 2023 2023-04-26 12:10:37Z X 4080719 X 2300000 101676 101676 -135 677006 0 2401541 101676 0 0 0 245 85 160 14138 14138 0 2055 1578 0 16438 15801 160 668440 668440 684878 15801 668600 1716663 85875 0 1002 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 41486 219475 219475 1487436 2946409 2946409 443352 914835 914835 0 0 0 1973276 4080719 4080719 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1973276 4080719 0 0 1973276 4080719 1973276 4080719 1973276 1716663 390780 4080719 4080719 KPB - Capital Gain Dividends P 2022-08-15 2023-12-15 13211 0 0 13211 13211 Publicly Traded Securities - KPB - Investments ST 409783 0 423916 -14133 -14133 Publicly Traded Securities - KPB - Investments LT 254012 0 253225 787 787 -135 -14133 1194 0 1194 0 1194 0 0 0 0 0 1194 0 0 false false false 0 0 0 false false false false true true MN true false true false false true https://www.otpco.com/about-us/foundation/ Otter Tail Power Company 2187398758 215 S CASCADE ST FERGUS FALLS MN 56537 false false false false false false false false false false false false false false false false false false false false false false false Stephanie Hoff 215 South Cascade Street Fergus Falls MN 56537 President 1.00 0 0 0 Peter Wasberg 215 South Cascade Street Fergus Falls MN 56537 Vice President 0.25 0 0 0 Janelle Johnson 215 South Cascade Street Fergus Falls MN 56537 Treasurer 0.50 0 0 0 Rebecca Michael 215 South Cascade Street Fergus Falls MN 56537 Secretary 1.50 0 0 0 Steve Schoeneck 215 South Cascade Street Fergus Falls MN 56537 Vice President 0.25 0 0 0 Cary Stephenson 215 South Cascade Street Fergus Falls MN 56537 Vice President 0.25 0 0 0 NONE NONE 3536848 794 0 3537642 0 0 3537642 53065 3484577 174229 174229 1194 0 1194 173035 0 173035 0 173035 668600 0 0 0 0 668600 173035 0 2021 2020 2019 0 0 297410 330204 465102 464872 1557588 668600 0 0 0 173035 495565 0 0 2053153 0 0 0 0 0 0 0 2053153 297410 330204 465102 464872 495565 Otter Tail Power Foundation 215 South Cascade Street Fergus Falls MN 56537 2187398200 foundation@otpco.com The information for the Otter Tail Power Company Foundation application is available online at https: www.otpco.com about-us foundation N A The Otter Tail Power Company Foundation dedicates our resources primarily to charitable educational and volunteer efforts of qualifying organizations that directly impact local communities we serve. For more information please check our website at https: www.otpco.com about-us foundation grant-application-process Rothsay School 2040 County Highway 52 Rothsay MN 56579 GOV Community Civic & Cultural Development 2500 City of Erhard Minnesota 804 Main St Erhard MN 56534 GOV Community Civic & Cultural Development 2500 Appleton Recreation Association 323 West Schlieman Ave Appleton MN 56208 PC Community Civic & Cultural Development 5000 Fergus Falls Center for the ArtsInc 124 W LINCOLN AVE Fergus Falls MN 56537 PC Community Civic & Cultural Development 5000 Appleton Golf Club 331 E Wyman Ave Appleton MN 56208 PC Community Civic & Cultural Development 2500 Fergus Falls Hockey Foundation PO Box 691 Fergus Falls MN 56538 PC Community Civic & Cultural Development 10000 Perham Area Community Center 620 3rd Ave SE Perham MN 56573 PC Community Civic & Cultural Development 20000 Parkers Prairie Independent School 411 South Otter Avenue Parkers Prairie MN 56361 GOV Community Civic & Cultural Development 5000 Greater Bemidji 102 1ST ST W STE 101 Bemidji MN 56601 PC Community Civic & Cultural Development 60000 Browns Valley Historical Society 737 Broadway Street Browns Valley MN 56219 PC Community Civic & Cultural Development 2500 City of Mahnomen 104 W Madison Ave Mahnomen MN 56557 GOV Community Civic & Cultural Development 2500 Hornets Hive dba CornerStone PO BOX 113 Frazee MN 56544 PC Community Civic & Cultural Development 5000 OTC Summer Baseball Inc - Power of PO BOX 247 Underwood MN 56586 PC Community Civic & Cultural Development 250 Prairie Rivers Baseball Association 11393 Big Island Rd Ashby MN 56309 PC Community Civic & Cultural Development 250 United Way of Otter Tail and Wadena 120 East Washington Ave Fergus Falls MN 56537 PC Community Civic & Cultural Development 15500 Northwest Technical College Northwe 201 3rd St NW Bemidji MN 56601 PC Education 3000 Bemidji State University 1500 Birchmont Dr NE 7 Bemidji MN 56601 PC Education 3000 Fergus Falls High School Trap team PO Box 101 Fergus Falls MN 56537 GOV Education 250 Underwood Rockets Trap BoostersClub P O Box 93 Underwood MN 56586 PC Education 250 RUSC Kinship Mentoring 215 Atlantic Ave Morris MN 56267 PC Education 1000 Otter Cove Children's Museum 105 W Lincoln Ave Fergus Falls MN 56573 PC Education 2540 Boys and Girls Club of DetroitLakes PO Box 67 Perham MN 56537 PC Education 5000 Henning Public School Library 500 School Avenue Henning MN 56551 GOV Education 2000 Garfield School Alexandria Public S 303 Sanstead St PO Box 58 Garfield MN 56332 GOV Education 2000 University of Minnesota Foundation 200 Oak St SE Ste 500 Minneapolis MN 55455 PC Education 5000 Gene Dillon FIRST Lego League Team 3795 Division Street W Bemidji MN 56601 PC Education 2500 Ashby Public School ArrowBot Team 8 300 Birch Ave Ashby MN 56309 GOV Education 2500 Fisher Robotics 313 Park Ave Fisher MN 56723 PC Education 2500 Isd 544 in conjunction with 544 fou 518 Friberg Ave Fergus Falls MN 56537 PC Education 2500 Hancock Athletic Booster Club 803 7th St Hancock MN 56244 PC Education 3000 KAOTIC Robotics FRC Team 4539 304 Willow Ave West Frazee MN 56544 PC Education 2500 Fergus Area College Foundation 1414 College Way Fergus Falls MN 56537 PC Education 5000 Minnesota State Community Technical 405 Colfax Ave SW Wadena MN 56482 PC Education 9000 University of Minnesota Crookston 200 Oak Street SE Suite 500 Minneapolis MN 55455 GOV Education 3000 University of Minnesota Morris 600 East 4th St Morris MN 56334 GOV Education 2000 M State Foundation 1900 28th Ave S Moorhead MN 56560 PC Education 500 FOUNDATION FOR INNOVATION IN EDUCAT 1420 East College Dr Marshall MN 56258 PC Education 1000 Fergus Falls Kennedy School - Otter 601 Randolph Ave Fergus Falls MN 56537 GOV Education 2500 Hillcrest Lutheran Academy - Girls 610 Hillcrest Dr Fergus Falls MN 56537 PC Education 250 Glendalough State park Citizens Adv 24869 Whitetail Lane Battle Lake MN 56515 PC Environmental 25000 Lake Benton Area Community Foundati 304 Lakeview Street S PO Box 145 Lake Benton MN 56149 PC Environmental 1000 Boys Girls Club of the Bemidji Area PO BOX 191 Bemidji MN 56619 PC Environmental 2500 TNT Kids Fitness Gymnastics 2800 Main Ave S Fargo ND 58103 PC Health and Human Services 15000 Someplace Safe Fergus Falls Advovac PO Box 815 Fergus Falls MN 56537 PC Health and Human Services 1000 Tailwinds Bemidji 403 4th St NW 300 Bemidji MN 56601 PF Health and Human Services 2500 The Salvation Army of Fergus Falls 622 E Vernon Ave Fergus Falls MN 56537 PC Health and Human Services 5000 PC's for People 2492 Doswell Ave St Paul MN 55108 PC Health and Human Services 2500 Argyle Fire and Rescue 701 Pacific Avenue Argyle MN 56713 GOV Health and Human Services 2500 City of Taunton 1st Responders 301 Lincoln Tauton MN 56291 GOV Health and Human Services 3000 Lake Region Recovery Home 217 N Union Ave Fergus Falls MN 56537 PC Health and Human Services 10000 Young Life Ottertail County 128 W Lincoln Ave Fergus Falls MN 56537 PC Health and Human Services 5000 Argyle Area Food Shelf 511 3rd street Argyle MN 56713 PC Health and Human Services 500 Barnesville Area Food Shelf 110 Front St N Barnesville MN 56514 PC Health and Human Services 1000 Battle Lake Emergency Food Shelf 205 W Main St Battle Lake MN 56515 PC Health and Human Services 1000 Becker County Food Pantry 1308 Rossman Ave Detroit Lakes MN 56501 PC Health and Human Services 1000 Bemidji Community Food Shelf 1260 Exchange Ave SE Bemidji MN 56619 PC Health and Human Services 5000 Browns Valley Food Shelf 106 4th St S Browns Valley MN 56219 PF Health and Human Services 500 Climax Parish Food Shelf 104 W Broadway Climax MN 56523 PC Health and Human Services 500 Cornerstone Food Pantry 321 S Birch Ave Hallock MN 56728 PC Health and Human Services 500 Fergus falls Community Food Shelf 1512 1st Ave N Fergus Falls MN 56538 PC Health and Human Services 5000 Fertile-Beltrami Food Shelf 101 S Mill St Fertile MN 56540 PC Health and Human Services 500 Grace Community Food Shelf 332 Vance Ave Erskine MN 56535 PC Health and Human Services 500 Greenbush Community Food Shelf 244 Main St N Greenbush MN 56726 PC Health and Human Services 500 Helping Hands Food Shelf 119 S Main St Mahnomen MN 56557 PC Health and Human Services 1000 Hoffman-Kensington Food Shelf 100 3rd St Hoffman MN 56339 PC Health and Human Services 500 Kittson Co Care Share 106 Main St Lake Bronson MN 56734 PC Health and Human Services 500 Inter-County Comm Council FS 207 Main St Oklee MN 56742 PC Health and Human Services 500 New Hope Food Shelf 220 E 3rd St Crookston MN 56716 PC Health and Human Services 2500 New York Mills Area Food Shelf 400 S Walker Ave New York Mills MN 56567 PC Health and Human Services 1000 Pelican Rapids Community Food Shelf 28 West Mill St Pelican Rapids MN 56572 PC Health and Human Services 1000 Perham Community Food Pantry The Br 501 4th Ave NW Perham MN 56573 PC Health and Human Services 1000 Prairie Five Big Stone Lake Area Fo 125 NW 2nd St Ortonville MN 56278 PC Health and Human Services 1000 Red Lake Falls Food Shelf 15475 110th Ave SW Red Lake Falls MN 56750 PC Health and Human Services 1000 Stevens County Food Shelf 701 Iowa Ave Morris MN 56267 PC Health and Human Services 2500 Strandquist Food Shelf 204 Main St Strandquist MN 56758 PC Health and Human Services 500 Traverse County Food Shelf 15 10th St S Wheaton MN 56296 PC Health and Human Services 1000 St John's Lutheran Church 410 E SCHARF AVE Vergas MN 56587 PC Health and Human Services 1320 Lutheran Social Service of Minnesot 3101 S Frontage Rd Ste 100 Bemidji MN 56560 PC Health and Human Services 2500 Holloway First Responders PO BOX 18 Holloway MN 56249 PC Health and Human Services 1000 Habitat for Humanity PO BOX 434 Fergus Falls MN 56537 PC Health and Human Services 5000 Band of Brothers Outdoors - Power o 3217 360th St Foxhome MN 56543 PC Health and Human Services 250 Central Cass Public Schools 802 5th St N Casselton ND 58012 GOV Community Civic & Cultural Development 10000 Jamestown Parks and Recreation Foun 1002 2nd Ave SE Jamestown ND 58401 PC Community Civic & Cultural Development 10000 Rugby Park District PO Box 365 Rugby ND 58368 GOV Community Civic & Cultural Development 5000 Enderlin Historical Society and Mus 13296 55th St SE Enderlin ND 58027 PC Community Civic & Cultural Development 2500 Devils Lake Park District 501 Firebird Lane NW Devils Lake ND 58301 GOV Community Civic & Cultural Development 10000 Surrey Rural Fire Protection Distri P O Box 428 Surrey ND 58785 GOV Community Civic & Cultural Development 5000 University of Jamestown 6082 College Ln Jamestown ND 58405 PC Community Civic & Cultural Development 10000 Devils Lake Park Board PO Box 446 Devils Lake ND 58301 GOV Community Civic & Cultural Development 10000 Fellowship Of Christian Athletes 412 2nd ave ne Jamestown ND 58401 PC Community Civic & Cultural Development 2500 Stutsman County 205 6th St SE Suite 2 Jamestown ND 58401 GOV Community Civic & Cultural Development 2500 Bio Girls - 3 Power of Two Donation 4225 38th St S Suite 202 Fargo ND 58104 PC Community Civic & Cultural Development 750 International Music Camp 111 11th Ave SW Suite 3 Minot ND 58701 PC Education 2500 Marketplace for Kids Inc 106 Mathews St Mantador ND 58058 PC Education 2500 NDSU Society of Women Engineers PO Box 6050 Dept 2837 Fargo ND 58108 PC Education 500 Theodore Roosevelt Presidential Lib 350 3rd Ave Medora ND 58645 PC Education 50000 Washburn Public School District PO Box 280 Washburn ND 58577 GOV Education 10000 Lake Region Community College Devil 1801 College Drive N Devils Lake ND 58301 GOV Education 3000 North Dakota State College of Scien 800 Sixth Street North Wahpeton ND 58076 GOV Education 500 North Dakota State University NDSU 1241 N University Dr Fargo ND 58105 GOV Education 8000 University of North Dakota UND 3501 University Ave Stop 8157 Grand Forks ND 58202 GOV Education 10000 Lake Region Anglers Association PO Box 456 Devils Lake ND 58301 PC Environmental 250 Farm Rescue PO BOX 28 Horace ND 58047 PC Environmental 5000 Jamestown Regional Medical Center 2422 20th St SW Jamestown ND 58401 PC Health & Human Services 5000 Beulah Fire Department 100 7th St NE Beulah ND 58523 PC Health & Human Services 250 Wahpeton Fire Department 204 5th street south Wahpeton ND 58075 PC Health & Human Services 1000 Bottineau Fire Department 115 6th Street West Bottineau ND 58318 PC Health & Human Services 500 National Ski Patrol System Inc 133 S Van Gordon St Suite 100 Lakewood CO 80228 NC Health & Human Services 1000 Mapleton Volunteer Fire Department 651 2nd St Mapleton ND 58059 PC Health & Human Services 4030 Jamestown Rural Fire Department 1209 9th St SE Jamestown ND 58401 PC Health & Human Services 15000 Good Samaritan Health Services Foun 800 S Main Ave Rugby ND 58368 PC Health & Human Services 30000 Richland Wilkin Food Shelf 699 8th Ave S Wahpeton ND 58075 PC Health & Human Services 2500 Hope Center Food Shelf 313 3rd St NE Devils Lake ND 58301 PC Health & Human Services 2500 Community Action Food Shelf 2105 Lee Ave Bismarck ND 58504 PC Health & Human Services 1000 Pierce County Food Shelf 203 SW 4th St Rugby ND 58368 PC Health & Human Services 5000 Rural Cass County Emergency Food Pa PO BOX 392 Casselton ND 58012 PC Health & Human Services 1000 Garrison Food Pantry 71 Main St S Ste B Garrison ND 58540 PC Health & Human Services 2500 Wilton Food Pantry 42 Dakota Ave Wilton ND 58579 PC Health & Human Services 1000 Community Action Partnership Jamest 1417 12th Ave NE Jamestown ND 58401 PC Health & Human Services 5000 Carrington's Daily Bread 875 Main St Carrington ND 58421 PC Health & Human Services 1000 Ransom County Food Pantry 507 Forest St Lisbon ND 58054 PC Health & Human Services 1000 NationalSki Patrol System Inc Andes 4505 Andes Rd SW Kensington MN 56343 PC Health & Human Services 1000 Dakota Childrens Advocacy Center 1800 E Broadway Ave Bismarck ND 58501 PC Health & Human Services 2500 Lake Region Ambulance Service P O Box 893 Devils Lake ND 58301 PC Health & Human Services 5000 Anne Carlsen Center 701 3rd St NW Jamestown ND 58402 PC Health & Human Services 20000 Oakes Rural Fire District 406 Ivy Avenue Oakes ND 58474 GOV Health & Human Services 5000 Dakota College at Bottineau 105 Simrall Blvd Bottineau ND 58318 PC Health & Human Services 9000 McHenry County Sheriff's Office 407 Main St S 303 Velva ND 58788 GOV Health & Human Services 1000 Children's Miracle Network PO BOX 2010 Fargo ND 58122 PC Health & Human Services 3000 Sisston Youth Baseball Association 415 E Cherry St Sisseton SD 57262 PC Community Civic & Cultural Development 10000 Town of Claire City PO Box 84 Claire City SD 57224 GOV Community Civic & Cultural Development 3000 Milbank Ball Diamond 47873 152nd St Milbank SD 57252 PC Community Civic & Cultural Development 5000 Britton Baseball and Softball Inc PO Box 559 Britton SD 57430 PC Community Civic & Cultural Development 5000 Wilmont School District 800 Ordway St Wilmot SD 57279 GOV Education 5000 South Dakota State University SDSU 815 Medary Ave Brookings SD 57007 GOV Education 6300 Astoria Volunteer Fire Dept PO Box 113 Astoria SD 57213 NC Environmental 10000 Wilmot Volunteer Fire Department PO Box 70 Wilmot SD 57279 N A Health & Human Services 500 Kingsbury County Food Pantry 221 Calumet Ave SW De Smet SD 57231 PC Health & Human Services 1000 Marshall County Food Pantry 909 Main St Britton SD 57430 PC Health & Human Services 1000 Grant County Food Pantry 210 E 5th Ave Milbank SD 57252 GOV Health & Human Services 5000 SWO Food Pantry 45672 Veterans Memorial Dr Sisseton SD 57262 GOV Health & Human Services 1000 Sanford Health Foundation of Northe PO Box 5039 Sioux Falls SD 57117 PC Health & Human Services 10000 Northeast SD Community Action Progr 104 Ash Street East Sisseton SD 57262 PC Health & Human Services 2500 668440 Jamestown Fine Arts Association 115 2nd Street SW Jamestown ND 58401 PC To assist in the purchase and remodeling of a new space for The Arts Center through a Capital Campaign. Committed to pay $15,000 in 2024. 0 American Legion Post 181 PO Box 31 Lake Park MN 56554 NC Rebuild project for the American Legion POST 181 Lake Park MN Committed to pay $10,000 in 2024. 0 Ramsey County Fair Foundation 8545 48th St NE Devils Lake ND 58301 PC Construction of the multi purpose event center. Committed to pay $15,000 in 2024. 0 0 0 14 101676 0 0 18 -135 0 0 101541 0 101541 false false false false false false false false false false X X 1 Otter Tail Power Company 215 South Cascade Street Fergus Falls MN 56537 1300000 X 2 Otter Tail Corporation 215 South Cascade Street Fergus Falls MN 56538 1000000 X Tax Filing Fees 245 85 0 160 GUGGENHEIM TOTAL RETURN BOND FUND 226544 226544 METROPOLITAN WEST T/R BOND FD 225205 225205 PIMCO MORTAGE OPPORTUNITIES & BOND 224540 224540 WESTERN ASSET CORE PLUS BOND 189484 189484 ISHARES GOLD TRUST 28531 28531 ISHARES BARCLAYS TIPS BOND FUND 20531 20531 INVESCO S&P 500 608003 608003 ISHARES CORE S&P 500 481929 481929 ISHARES MSCI USA 601950 601950 PRINCIPAL MIDCAP FUND 198051 198051 UNDISCOVERED MGRS BEHAVR VALUE FUND 201340 201340 GOLDMAN SACHS INTL EQUITY INSIGHTS FUND 234259 234259 GQG PARTNERS EMERGING MKTS EQUITY 108472 108472 JOHCM INTERNATIONAL SELECT 118880 118880 RBC EMERGING MARKETS EQUITY FUND 91237 91237 NEUBERGER BERMAN EMERG MKTS EQTY 0 0 VANGUARD FTSE DEV MKTS 145329 145329 VANGUARD FTSE EMERGING MKTS 0 0 LAZARD GLOBAL LISTED INFRASTR PT 31396 31396 GMO RESOURCES FUND 23035 23035 BLACKROCK SYSTEMATIC MULT-STRAT 25668 25668 JPMORGAN HEDGED EQUITY FUND 28026 28026 MERGER FUND 25466 25466 PIMCO TRENDS MANAGED FUTURES STRAT FD 23368 23368 219475 219475 0 0 Unrealized Gain from Investment KPB 390780 Investment Management Fees 14138 14138 0 0 Otter Tail Corporation 215 South Cascade Street Fergus Falls MN 56538 Foreign Tax Paid on Dividends 1578 1578 0 0 Excise Tax 477 0 0 0