Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Otter Tail Corporation Foundation is a private corporation based in FERGUS FALLS, MN. The foundation received its IRS ruling in 2019. The principal officer is Kristi Flyen. It holds total assets of $16M. Annual income is reported at $6.4M. Total assets have grown from $1.9M in 2019 to $11.3M in 2023. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in North Dakota and Minnesota. According to available records, Otter Tail Corporation Foundation has made 208 grants totaling $1.5M, with a median grant of $5K. Annual giving has grown from $149K in 2021 to $368K in 2023. Grantmaking activity was highest in 2022 with $943K distributed across 96 grants. Individual grants have ranged from N/A to $100K, with an average award of $7K. The foundation has supported 126 unique organizations. The foundation primarily supports organizations in North Dakota, Minnesota, Arizona, which account for 88% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
The Otter Tail Corporation Foundation is the philanthropic arm of Otter Tail Corporation (NASDAQ: OTTR), a diversified company headquartered in Fergus Falls, Minnesota, whose primary subsidiary is Otter Tail Power Company, an electric utility serving customers across Minnesota, North Dakota, and South Dakota. Established as a private foundation, it is led by President Stephanie Hoff, Vice President Craig A. Brye, and Treasurer Kristi Flyen — all Otter Tail Corporation employees serving without compensation. The foundation manages $16M in assets and distributed $796,025 across 76 grants in its most recent year. The giving philosophy is deeply tied to the parent corporation's operating footprint: the foundation supports nonprofit organizations, educational institutions, and government agencies in communities where Otter Tail Corporation operates or has facilities. This includes a wide geographic spread across Minnesota, North Dakota, South Dakota, Arizona, Georgia, Illinois, Tennessee, Texas, and Virginia — reflecting the corporation's diversified manufacturing and utility operations. The foundation's priorities center on human services (homelessness prevention, domestic violence, disability services, addiction recovery), education and workforce development, healthcare, environmental conservation, and arts/culture. For prospective applicants, the critical insight is that geographic alignment with Otter Tail's service territory is likely a prerequisite — the foundation functions as a community investment vehicle for the parent corporation's stakeholder communities.
In FY2024, the Otter Tail Corporation Foundation made 76 grants totaling $796,025, with typical awards ranging from $50 to $125,000. The foundation's grantmaking has grown substantially: from 33 grants in 2021 to 48 grants (2022), 79 grants (2023), and 76 grants (2024), nearly doubling its grant volume. In FY2023, 79 grants totaling approximately $528,000 were made. Analysis of the 2023 grant portfolio reveals the following distribution by category: (1) Human Services — the largest category, including homelessness prevention ($15,000 each to United Way of Cass Clay x2, UMOM New Day Centers), domestic violence ($15,000 Soul Purpose Ministries, $5,000 YMCA Cass Clay), disability services ($20,000 Lifeworks Foundation, $12,500 Hope Inc, $7,500 Can Do Canines), mental health ($15,000 BIO Girls, $10,000 Village Family Service Center), and addiction services ($10,000 Sonoran Prevention Works, $7,500 MN Teen Challenge); (2) Healthcare — including Phoenix Child's Hospital Foundation ($10,000) and Hospice of the Red River Valley ($100,000 in 2022); (3) Education & Youth — Boys Girls Club of Hall County ($10,000), Trollwood Performing Arts School, Family Core Foundation ($5,000); (4) Environment & Conservation — Glendalough State Park ($15,000), Ducks Unlimited ($25,000 in 2022), International Water Institute; (5) Food Security — Georgia Mountain Food Bank ($10,000), Clear Lake Emergency Food Shelf ($25,000 in 2022). The median grant is approximately $10,000, with the bulk of grants in the $5,000-$20,000 range. Geographic distribution: Minnesota (~40%), North Dakota (~25%), Arizona (~20%), Georgia (~10%), other states (~5%).
| Metric | Otter Tail Corp Foundation | Xcel Energy Foundation | Great Plains Energy Foundation | MDU Resources Foundation |
|---|---|---|---|---|
| HQ | Fergus Falls, MN | Minneapolis, MN | Kansas City, MO | Bismarck, ND |
| Total Assets | $16M | $30M+ | $20M+ | $10M+ |
| Annual Giving | ~$796K | ~$5M | ~$2M | ~$500K |
| Grant Count | 76 | 500+ | 100+ | 50+ |
| Avg Grant Size | ~$10.5K | ~$10K | ~$20K | ~$10K |
| Geographic Focus | MN, ND, SD, AZ, GA, IL | 8-state service territory | MO, KS | ND, MT, WY |
| Accepts Applications | Yes (service territory) | Yes | Yes | Yes |
| Primary Focus | Human Services, Education | STEM, Workforce | Education, Environment | Community Development |
| Corporate Parent | Otter Tail Corp (OTTR) | Xcel Energy (XEL) | Evergy (EVRG) | MDU Resources (MDU) |
Among Midwest utility/energy company foundations, Otter Tail Corporation Foundation is mid-sized but notable for its diverse geographic reach — reflecting the parent company's manufacturing operations beyond its utility service territory. The foundation's strong human services orientation (homelessness, domestic violence, addiction, disability) sets it apart from peers that tend to emphasize STEM education and workforce development. At $10.5K average grant size, the foundation is competitive with larger corporate foundations, though total giving is lower. The foundation's rapid growth from 33 to 76 grants in three years suggests increasing corporate commitment to philanthropy. Unlike some corporate foundations that concentrate giving in headquarters communities, Otter Tail distributes across its full operational footprint, making it accessible to organizations in smaller, underserved communities that may receive less philanthropic attention.
The Otter Tail Corporation Foundation has shown strong growth in grantmaking activity, nearly doubling from 33 grants (2021) to 76 grants (2024) with total giving reaching $796,025 — the highest in the foundation's recent history. The foundation continues to prioritize human services, with significant FY2023 investments in homelessness prevention (multiple $15,000 grants to United Way and emergency shelter organizations in both Fargo, ND and Phoenix, AZ), disability services ($20,000 to Lifeworks Foundation, $12,500 to Hope Inc, $7,500 to Can Do Canines), mental health ($15,000 to BIO Girls for girls' mental health in Fargo, $10,000 to Village Family Service Center), and addiction recovery ($10,000 to Sonoran Prevention Works for naloxone distribution, $7,500 to MN Teen Challenge). Environmental conservation grants included $15,000 to Glendalough State Park for trail development near Battle Lake, MN. The foundation maintains one active grant opportunity per Instrumentl's database. The expansion into Arizona and Georgia grantmaking reflects Otter Tail Corporation's growing operational presence in those states through its manufacturing subsidiaries (BTD Manufacturing, T.O. Plastics). In 2022, the foundation made its largest recorded grant of $100,000 to Hospice of the Red River Valley and a $50,000 grant to Greater Bemidji, demonstrating capacity for significant individual investments.
Organizations seeking funding from the Otter Tail Corporation Foundation should be aware that the foundation primarily supports communities where Otter Tail Corporation operates. Key strategies: (1) Verify geographic eligibility — the foundation funds in Minnesota (Alexandria, Battle Lake, Detroit Lakes, Eagan, Elk River, Fergus Falls, Minneapolis, Moorhead, Otsego, Pelican Rapids, St. Paul, Vining), North Dakota (Fargo, Grand Forks, Jamestown), South Dakota, Arizona (Camp Verde, Mesa, Phoenix, Tempe, Tucson), Georgia (Gainesville, Tucker), Illinois (Peoria), and additional states where subsidiaries operate; (2) The foundation has an active grant opportunity listed on Instrumentl, suggesting it does accept applications — check the Otter Tail Corporation corporate website (ottertail.com/about-us/foundation) for current application procedures (the foundation's dedicated website ottertail.org is currently non-functional); (3) Align proposals with priority areas: human services (homelessness, domestic violence, disability, mental health, addiction recovery), education and youth development, healthcare, environmental conservation, and food security; (4) Most grants fall in the $5,000-$20,000 range, with occasional larger grants up to $100,000-$125,000 for major community investments; (5) The foundation values measurable community impact — successful grantees demonstrate direct service delivery to vulnerable populations; (6) The foundation's headquarters is at 215 South Cascade Street, Fergus Falls, MN 56538, and can be reached at 877-784-7268; (7) Organizations in smaller communities within Otter Tail's service territory may have an advantage, as the foundation appears committed to supporting underserved areas beyond major metro centers.
Create a free Granted account to download this report — includes application checklist, full financial data, and all grantees.
Already have an account? Sign in to download.
Smallest Grant
$100
Median Grant
$4K
Average Grant
$4K
Largest Grant
$25K
Based on 42 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
In FY2024, the Otter Tail Corporation Foundation made 76 grants totaling $796,025, with typical awards ranging from $50 to $125,000. The foundation's grantmaking has grown substantially: from 33 grants in 2021 to 48 grants (2022), 79 grants (2023), and 76 grants (2024), nearly doubling its grant volume. In FY2023, 79 grants totaling approximately $528,000 were made. Analysis of the 2023 grant portfolio reveals the following distribution by category: (1) Human Services — the largest category, inc.
Otter Tail Corporation Foundation has distributed a total of $1.5M across 208 grants. The median grant size is $5K, with an average of $7K. Individual grants have ranged from N/A to $100K.
The Otter Tail Corporation Foundation is the philanthropic arm of Otter Tail Corporation (NASDAQ: OTTR), a diversified company headquartered in Fergus Falls, Minnesota, whose primary subsidiary is Otter Tail Power Company, an electric utility serving customers across Minnesota, North Dakota, and South Dakota. Established as a private foundation, it is led by President Stephanie Hoff, Vice President Craig A. Brye, and Treasurer Kristi Flyen — all Otter Tail Corporation employees serving without c.
Otter Tail Corporation Foundation is headquartered in FERGUS FALLS, MN. While based in MN, the foundation distributes grants to organizations across 8 states.
Officer and trustee information is not yet available for this foundation. This data is typically reported in Part VIII of the 990-PF filing.
Total Giving
$432K
Total Assets
$11.3M
Fair Market Value
$11.3M
Net Worth
$11.1M
Grants Paid
$388K
Contributions
$2M
Net Investment Income
$242K
Distribution Amount
$504K
Total Grants
208
Total Giving
$1.5M
Average Grant
$7K
Median Grant
$5K
Unique Recipients
126
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Lifeworks FoundationServing people with disabilities and their families | St Paul, MN | $20K | 2023 |
| St Vincent De PaulHelp people facing eviction to help pay their rent | Phoenix, AZ | $15K | 2023 |
| Glendalough State ParkCitizens Advisory Committee Trail Center & Sunset Lake Trail | Battle Lake, MN | $15K | 2023 |
| United Way Of Cass ClayPreventing homelessness - provide onsite services | Fargo, ND | $15K | 2023 |
| Soul Purpose MinistriesProvide facility upgrades to men's home for domestic violence victims | Fergus Falls, MN | $15K | 2023 |
| Umom New Day CentersProvides emergency shelter for homeless families | Phoenix, AZ | $15K | 2023 |
| Bio GirlsHelp girls with mental health | Fargo, ND | $15K | 2023 |
| Hope IncSupport people living with physical handicaps | Moorhead, MN | $13K | 2023 |
| Arts Partnerhsip Red River ValleyOperating support and advisory work | Fargo, ND | $12K | 2023 |
| Sonoran Prevention WorksProvide Naloxone safety supplies resources health care to addicts | Tempe, AZ | $10K | 2023 |
| Boys Girls Club Of Hall CountyFacilities additions and improvements | Gainesville, GA | $10K | 2023 |
| Phoenix Child'S Hospital FoundationPatient and Family Assistance Fund to support families who are struggling to maintain their daily expenses and bills while their child receives care at Phoenix Children's | Phoenix, AZ | $10K | 2023 |
| Georgia Mountain Food BankExpand facilities for food shelf | Gainesville, GA | $10K | 2023 |
| Village Family Service CenterMental health services | Fargo, ND | $10K | 2023 |
| HeroHealth Equipment Recycling - Provides affordable healthcare equipment and supplies | Fargo, ND | $8K | 2023 |
| Mn Teen ChallengeSupport for MN teens and adult challenge drug rehabilitation centers | Minneapolis, MN | $8K | 2023 |
| Can Do CaninesProvide individuals with disabilities highly trained assistance dogs | New Hope, MN | $8K | 2023 |
| Cass Clay Community Land TrustMortgage ready course to promote successful homeownership | Fargo, ND | $5K | 2023 |
| Waste Not IncFunds to be used to secure more food donors | Scottsdale, AZ | $5K | 2023 |
| Family Core FoundationSupport for family-school liason program | Peoria, IL | $5K | 2023 |
| Greenup FoundationPreservation and protection of wildlife and public lands | Phoenix, AZ | $5K | 2023 |
| Ymca Cass ClayProvide life essentials to domestic violence victims | Fargo, ND | $5K | 2023 |
| Chrysalis Shelter Victims DomesticSupport for victims of domestic violence | Phoenix, AZ | $5K | 2023 |
| Billy'S PlaceProvide a safe community and support system to assist kids and families with grief | Glendale, AZ | $5K | 2023 |
| New Leaf IncProvided emergency shelter for victims until a shelter or safe accommodations are identified | Mesa, AZ | $5K | 2023 |
| Save The FamilySupports families struggling with daily living challenges including homelessness | Mesa, AZ | $5K | 2023 |
| Und Alumni Association FoundationCollege of Business and Public Adm Annual Excellence Fund | Grand Forks, ND | $5K | 2023 |
| Georgia Family Healthy AllianceAnti-Tobacco Education & Prevention program | Tucker, GA | $5K | 2023 |
| Rebecca'S TentEnable homeless women to obtain permanent housing necessities | Atlanta, GA | $5K | 2023 |
| Fm Symphony OrchestraEngage families and young people with strong music education programs in our public schools and colleges | Fargo, ND | $5K | 2023 |
| Lutheran Social ServicesSupport Senior Companions Program | St Paul, MN | $5K | 2023 |
| Janice'S Women'S ShelterProvide counseling food employment clothing housing and emergency services to victims of domestic violence and homelessness | Scottsdale, AZ | $5K | 2023 |
| Technical Assistance PartnershipEarly childhood literacy elementary education literacy family-literacy health-literacy health and human services | Phoenix, AZ | $5K | 2023 |
| Immigration Development CenterRestore unity and diversity for the FM Community | Moorhead, MN | $5K | 2023 |
| Clarkston Community Health CenterSupport for chronic disease management program | Clarkston, GA | $5K | 2023 |
| South Dakota HumanitiesPromote humanities across South Dakota such as Young readers program | Brookings, SD | $5K | 2023 |
| Revvd Up Kids IncProvide prevention training programs for children to protect from sexual abuse exploitation and trafficking | Peachtree Corners, GA | $5K | 2023 |
| Foster ArizonaSupport homeless youth with life skills | Mesa, AZ | $5K | 2023 |
| Sojourner CenterShelter & Support Services for victims of domestic abuse | Phoenix, AZ | $5K | 2023 |
| Plains Art MuseumKids Quest - Charitable Cash Contribution | Fargo, ND | $5K | 2023 |
| Dakota Boys And Girls RanchFacility upgrades for student safety | Fargo, ND | $3K | 2023 |
| Control Alt Delete LlcAbuse victims shelter assistance | Meza, AZ | $3K | 2023 |
| Minnesota Private College FundStudent scholarships | St Paul, MN | $3K | 2023 |
| West Valley Arts CouncilCultivate inclusive arts and culture in the West Valley by providing resources and fostering connections | Surprise, AZ | $3K | 2023 |
| Phoenix Conservatory Of MusicProvide music education programs serving children | Phoenix, AZ | $3K | 2023 |
| Homeward BoundSupport those facing homelessness by providing prevention shelter and after-care programs | Phoenix, AZ | $3K | 2023 |
| Stepping Stone FoundationProvide two-generation tuition free and comprehensive family literacy program for children at risk of school failure and their parents | Phoenix, AZ | $3K | 2023 |
| Let'S Go CompostMaking composting free and accessible throughout the United States | Scottsdale, AZ | $2K | 2023 |
| SarsefS. AZ Research Science and Engineering Fair - STEM education in Phoenix | Tuscon, AZ | $2K | 2023 |