Oz Foundation
- Assets
- $2.6m
- Revenue
- $49.4k
- Investments
- $2.2m
- Employees
- 0
- Location
- San Diego, CA
- Founding
- 12/2000
- Data as of
- 12/2023
- EIN
- 77-0556210
Organization Overview
Oz Foundation is located in San Diego, CA. The organization was established in 2000. According to its NTEE Classification (T21) the organization is classified as: Corporate 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. Oz Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Oz Foundation generated $49.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (19.0%) each year. All expenses for the organization totaled $298.9k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Oz Foundation has awarded 107 individual grants totaling $1,087,671. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
N A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Georgia Osborne VP Director | 0 | $0 | |
Michael Smith President Treas Dir | 8 | $12,000 | |
Colby Smith Director Manager | 16 | $36,000 | |
Kristin Welter Director | 0 | $0 | |
Jeremy Osborne Director | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $18,280 |
| Dividends & Interest | $75,658 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$44,538 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $49,400 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $48,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,637 |
| Depreciation | $394 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $787 |
| Printing and publications | $0 |
| Other expenses | $6,793 |
| Total operating and administrative expenses | $59,611 |
| Contributions, gifts, grants paid | $239,254 |
| Total expenses and disbursements | $298,865 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $390,637 |
| 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 | $2,747 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $1,973 |
| Other assets | $2,531 |
| Total assets | $2,602,550 |
| 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, Oz Foundation has awarded $239,254 in support to 23 organizations.
| Grant Recipient | Amount |
|---|---|
FAUSTHINA DALIT PURPOSE: COLLEGE EDUCATION | $19,725 |
NICHOLAS VO PURPOSE: COLLEGE EDUCATION | $0 |
HECTOR GILMORALES PURPOSE: COLLEGE EDUCATION | $8,400 |
ROSE JOHSON PURPOSE: COLLEGE EDUCATION | $5,934 |
CINDY CAO PURPOSE: COLLEGE EDUCATION | $8,238 |
MARIYAH WELDY PURPOSE: COLLEGE EDUCATION | $20,750 |