Funder DirectoryEDWARD M OZIAS CHARITABLE TR UA
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Private foundation (trust)EIN 416164912Est. 1974-10

EDWARD M OZIAS CHARITABLE TR UA

MILWAUKEE, WI 532010634

Accepts unsolicited proposals

Total Assets

$2.1M

FY 2023

Annual Giving

$96K

FY 2023

Grants Made

22

FY 2023

Avg Grant

$4K

FY 2023

Grant Range

$772–$28K

Typical

Deadlines

Applications may be submitted at any t…

Applications

Financial Snapshot

2023 filing

Total Revenue

$79K

Total Expenses

$131K

Qualifying Distributions

$101K

Distributable Amount

$100K

Min. Investment Return

$100K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

22 grants

Grant sizes from minimum $772 through median $1K to maximum $28K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $130K in 2018. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

76 grants

THE SALVATION ARMY-NORTHERN DIV
$154K
5 grants
BOY SCOUTS OF AMER-NORTHERN STAR CL
$109K
5 grants
NATIONAL COUNCIL OF YMCA OF USA
$54K
5 grants
AMERICAN FRIENDS SERVICE COMMITTEE
$42K
4 grants
UNITED CHURCH OF CHRIST
$33K
3 grants
BACK BAY MISSION
$27K
5 grants
EMBRACE LIVING CHARITIES
$27K
5 grants
TRUE FRIENDS
$27K
5 grants

Grant Size Distribution

76 grants

<$10K
58
grants
$10–50K
18
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

5 states

Illinois
$237K
43% of total
Minnesota
$233K
42% of total
Pennsylvania
$54K
10% of total
Mississippi
$27K
5% of total
Wisconsin
$2K
0% of total

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