Edward M Ozias Charitable Trust 14536
- Assets
- $1.7m
- Revenue
- $62.5k
- Investments
- $1.7m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 10/1974
- Data as of
- 12/2022
- EIN
- 41-6164912
Organization Overview
Edward M Ozias Charitable Trust 14536 is located in Milwaukee, WI. The organization was established in 1974. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Edward M Ozias Charitable Trust 14536 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2016, Edward M Ozias Charitable Trust 14536 has awarded 78 individual grants totaling $619,361. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $41,875 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $20,431 |
| Capital Gain Net Income | $20,431 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $188 |
| Total Revenue | $62,494 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $34,362 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,094 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $25 |
| Total operating and administrative expenses | $52,733 |
| Contributions, gifts, grants paid | $119,385 |
| Total expenses and disbursements | $172,118 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $42,583 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,667,543 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $943 |
| Total assets | $1,711,069 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Edward M Ozias Charitable Trust 14536 has awarded $119,385 in support to 20 organizations.
| Grant Recipient | Amount |
|---|---|
NEW ULM PUBLIC SCHOOL DISTRICT 88 PURPOSE: GENERAL OPERATING | $1,000 |
CATHEDRAL HIGH SCHOOL PURPOSE: SCHOLARSHIPS | $1,000 |
TWIN VALLEY COUNCIL PURPOSE: GENERAL OPERATING | $5,969 |
EMBRACE LIVING CHARITIES PURPOSE: GENERAL OPERATING | $5,969 |
BOY SCOUTS OF AMER-NORTHERN STAR CL PURPOSE: GENERAL OPERATING | $23,874 |
CHURCH OF ST MARY PURPOSE: GENERAL OPERATING | $995 |