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Nonprofit · EIN 04-6827450

VAN OTTERLOO FAMILY FOUNDATION

Also known as VAN OTTERLOO ROSE MARIE DE MOL TTEE

Tax-exempt · MARBLEHEAD, MA 01945

Financials

$5.3M$2.9M2022$1.3M$1.9M2023$3.3M$2.4M2024
Revenue Expenses · by fiscal year end
Financials of VAN OTTERLOO FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$3,343,101$2,435,198$907,903$50,437,466$67,995$50,369,471
September 30, 2024990$1,320,948$1,864,993-$544,045$48,184,754$575,000$47,609,754
September 30, 2023990$5,318,397$2,883,123$2,435,274$40,168,996$1,088,000$39,080,996
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$3,255,710
Net gain from sales of assets
$2,714,846
Other revenue
$87,391

Expenses

Grants and similar amounts paid
$1,927,300
Compensation of officers, directors and key employees
$81,480
Salaries, compensation and benefits (total)
$88,188
Professional fundraising fees
$0
Accounting fees
$22,995
Program services (functional)
$1,927,300
Management and general (functional)
$507,898

Balance sheet and other

Total assets, start of year
$48,184,754
Total assets, end of year
$50,437,466
Total liabilities, end of year
$67,995
Net assets, end of year
$50,369,471
Publicly traded securities
$17,357,934
Net assets without donor restrictions
$50,369,471
Gross unrelated business income
$71,085
Gross receipts
$7,043,654
Employees
1
Volunteers
0
Year formed
1996
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
ERIN VAN OTTERLOOEXECUTIVE DIRECTOR
Trustee or director
13$81,480
ROSE MARIE VAN OTTERLOOTRUSTEE
Trustee or director
0.25$0
PETER WOODWARDTRUSTEE
Trustee or director
0.25$0
LAWRENCE GRIFFINTRUSTEE
Trustee or director
0.25$0
990 for the year ended September 30, 2024: 4 people
NameTitleHours / weekCompensation
ERIN VAN OTTERLOOEXECUTIVE DIRECTOR
Trustee or director
13$79,860
ROSE MARIE VAN OTTERLOOTRUSTEE
Trustee or director
0.25$0
PETER WOODWARDTRUSTEE
Trustee or director
0.25$0
LAWRENCE GRIFFINTRUSTEE
Trustee or director
0.25$0
990 for the year ended September 30, 2023: 4 people
NameTitleHours / weekCompensation
ERIN VAN OTTERLOOEXECUTIVE DIRECTOR
Trustee or director
13$79,860
ROSE MARIE VAN OTTERLOOTRUSTEE
Trustee or director
0.25$0
PETER WOODWARDTRUSTEE
Trustee or director
0.25$0
LAWRENCE GRIFFINTRUSTEE
Trustee or director
0.25$0

Address and contacts

Address (IRS master file)
18 SEWALL ST, MARBLEHEAD, MA 01945-3322
In care of
% GRANTHAM MAYO VAN OTTERLOO & CO
Principal officer (990 for 2024)
ERIN VAN OTTERLOO, 18 SEWALL STREET, MARBLEHEAD, MA 01945
Signed the 990
ERIN VAN OTTERLOO, EXECUTIVE DIRECTOR
Phone
(781) 639-3625
Return prepared by
RAPHAEL AND RAPHAEL LLP

Mission

TO PROVIDE SUPPORT FOR EDUCATIONAL ENTERPRISES THAT DEMONSTRATE INNOVATION AND EXCELLENCE IN TEACHING AND LEARNING WHILE PLACING EMPHASIS ON THE POTENTIAL OF ALL INDIVIDUALS, TARGET UNMET EDUCATIONAL NEEDS, OR PROVIDE AN EXEMPLARY EDUCATIONAL PROGRAM.

990 for the year ended September 30, 2025

Program accomplishments

  • GRANTS TO EDUCATIONAL INSTITUTIONS THAT QUALIFY AS SECTION 501 (C) (3) ORGANIZATIONS
    Expenses $1,927,300 · grants $1,927,300

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
04-6827450
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1997
Accounting year ends
September
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B120)
Assets (IRS master file)
$50,437,466
Income (IRS master file)
$7,043,654

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$3,343,101$2,435,198$50,437,466XML
990-TSeptember 2025–––IRS
990September 2024$1,320,948$1,864,993$48,184,754XML
990September 2023$5,318,397$2,883,123$40,168,996XML
990-TSeptember 2023–––IRS
990September 2022$815,524$2,739,132$36,797,378IRS
990-TSeptember 2022–––IRS
990September 2021–––IRS
990-TSeptember 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6827450).

Questions about VAN OTTERLOO FAMILY FOUNDATION

What is the EIN of VAN OTTERLOO FAMILY FOUNDATION?
The employer identification number (EIN) of VAN OTTERLOO FAMILY FOUNDATION is 04-6827450.
Is VAN OTTERLOO FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to VAN OTTERLOO FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does VAN OTTERLOO FAMILY FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of VAN OTTERLOO FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did VAN OTTERLOO FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of VAN OTTERLOO FAMILY FOUNDATION?
The 990 for the year ended September 30, 2025 names ERIN VAN OTTERLOO.
Who are the officers and directors of VAN OTTERLOO FAMILY FOUNDATION?
The 990 for the year ended September 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $81,480 (ERIN VAN OTTERLOO, EXECUTIVE DIRECTOR).
How much revenue does VAN OTTERLOO FAMILY FOUNDATION have?
On its 990 for the year ended September 30, 2025 it reported revenue of $3,343,101, expenses of $2,435,198 and total assets of $50,437,466 at year end.

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