Massachusetts · Nonprofit
OTIS PRESERVATION TRUST INC
OTIS PRESERVATION TRUST INC (Massachusetts) receives grants from 4 organizations whose IRS filings report $284,500 to it, the largest being JANE AND JACK FITZPATRICK TRUST ($148,000). 3 of them have funded it in more than one year.
- Revenue FY2025
- $73k
- Funders on record
- 4
- Grants received
- $285k
- Net assets
- $28k
What Otis Preservation Trust Inc does
Mission
To raise funds in support of the otis historic commission to restore and repurpose otis' historic properties
As stated on its FY2025 Form 990.
Program
See schedule ofrom 2024-2025, the otis preservation trust (opt) held 7 events that were a part of the notice otis" series. Beginning in february 2024, an event featuring the opening of a nearby cafe, the roadside cafe, was attended by people who were anxious for the cafe to open. The speaker was the executive director of gould farm, a non-profit organization responsible for operating the restaurant. Then, in october, the western massachusetts hilltown hikers presented a lecture about the organization's activities. The last event of the year was a musical trio, "the sirens, and they entertained the audience with an extensive variety of songs.in 2025, opt presented 4 notice otis" programs. In february, there was a re-enactment of the highlights of eleanor roosevelt's life. August featured local professionals who created a film about general henry knox's role in the revolutionary war. Sherry steiner, a composer and pianist, entertained the public at a performance held in october. To conclude the series, a published author spoke about the life of sue moody white, an otis resident who wrote for the international tribune during world war ii.we will continue to offer programs, and to…
$127,019 spentof which $127,019 as grants100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $127,019.
The organization over time
Each line starts at 100 in 2020, so what you read is the shape rather than the size: 150 means half as much again as 2020, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $269k to $92k (−66%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
100% of OTIS PRESERVATION TRUST INC’s revenue is contributions — more reliant on donations than three-quarters of its peers (95% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 6 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Who funds it, year by year
2021 → 2023: the base held at 1 funder, grant income fell $60k → $2k.
From the IRS filings of OTIS PRESERVATION TRUST INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
OTIS PRESERVATION TRUST INC leans on a few funders — its largest provides 52% of grant income and the top three 99%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
Largest funder’s share by year: 2021 100% · 2022 57% · 2023 100% — broadly stable.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
58% of OTIS PRESERVATION TRUST INC's grant income comes from Massachusetts funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
OTIS PRESERVATION TRUST INC has grown faster than three-quarters of the 4,748 philanthropy nonprofits its size.
this organization peer median middle 50% of peers· 4,748 philanthropy nonprofits under $100k, FY2025
Organizations like OTIS PRESERVATION TRUST INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Massachusetts
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
91% of spending goes to programs.
Governance
Public support
53%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for OTIS PRESERVATION TRUST INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds OTIS PRESERVATION TRUST INC?
- OTIS PRESERVATION TRUST INC (Massachusetts) receives grants from 4 organizations whose IRS filings report $284,500 to it, the largest being JANE AND JACK FITZPATRICK TRUST ($148,000). 3 of them have funded it in more than one year.
- How many funders does OTIS PRESERVATION TRUST INC have?
- IRS filings report 4 organizations giving $284,500 in grants to OTIS PRESERVATION TRUST INC, 3 of which have funded it in more than one year.
- Who is the largest funder of OTIS PRESERVATION TRUST INC?
- JANE AND JACK FITZPATRICK TRUST is the largest funder on record, with $148,000 in grants. The full list of funders is on this page.
- How can an organization like OTIS PRESERVATION TRUST INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Massachusetts. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2020–2025), and the filings of 4 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing