Edward M Ozias Charitable Tr UA

Private foundation · Grantmaker Eagan, MN EIN: 41-6164912

EDWARD M OZIAS CHARITABLE TR UA is a private foundation based in Eagan, Minnesota. In 2025, it made 23 grants totaling $104,992 to charitable organizations and other recipients.

Key facts about Edward M Ozias Charitable Tr UA

In short: Edward M Ozias Charitable Tr UA gave $105K across 23 grants in 2025 (avg $5K), top state Illinois. 9% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
41-6164912
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$104,992
Grants made (2025)
23
Average grant
$4,565
Median grant
$841
New grantees (estimate)
9% first-time grantees (2 of 23, 2025)
Total assets
$1,658,848
Primary geography
Illinois (44% of itemized 2025 grant dollars)
How to apply
Applications may be submitted in letter form to Benjamin Webster at US Bank National Association. Full details ↓
Deadline
Applications may be submitted at any time.

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.7M

+2.3% YoY

Annual Giving

$105K

+12.0% YoY

Grant Count

23

+4.5% YoY

Avg Grant Size

$5K

+7.1% YoY

Under IRS private-foundation payout rules, Edward M Ozias Charitable Tr UA reported a distributable amount of $114K for 2025 — the minimum it must pay out in qualifying distributions.

Is Edward M Ozias Charitable Tr UA open to new grantees?

9%

first-time grantees, 2025

In 2025, 2 of 23 grantees (9%) were first-time recipients. First grants averaged $2K; repeat grants $5K. How we count

Medians: $2K first-time, $841 repeat.

  • 87% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (−12%). Method
  • In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement is provided. The grants show support for organizations with varied activities. For example, True Friends describes its work as providing life-changing experiences to enhance independence and self-esteem for children and adults with disabilities. Back Bay Mission describes its mission as Christian ministry through direct assistance and advocacy for disadvantaged individuals and families. Embrace Living Charities says it provides actively aging adults affordable, welcoming homes in communities that embrace living.

Grantmaking

In 2025, the foundation gave 23 grants totaling $104,992. Grant amounts ranged from $841 to $30,300, with a median grant of $841.

Review Cycle

Applications may be submitted at any time.

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Geographic Focus

Where this funder awards grants

In 2025, grant dollars went to recipients in Illinois (44%), Minnesota (40%), Pennsylvania (10%), Mississippi (5%), and Wisconsin (1%). The foundation states that it prefers Minnesota residents and charitable organizations in Minnesota.

Grant Distribution by State

6states

Share of 2025 grant dollars across all 23 itemized grants.

Cities

New ULMAnnandaleBiloxiChicagoFort SnellingHoffman EstatesMankatoOak BrookPhiladelphiaLake ForestAlexandriaSt CloudAppletonClintonJanesvilleMadisonPewaukeeWaukesha

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K12 grants2019 10 grants2020 12 grants2021 20 grants2022 22 grants2023 22 grants2024 23 grants2025

From 2019 to 2025, annual grant giving ranged from $93K (2021) to $119K (2022). In 2025 it made 23 grants totaling $105K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

The Salvation Army-Northern Div: $30KThe Salvation Army-NorthernDiv$30KBoy Scouts of Amer-Northern Star CL: $20KBoy Scouts of Amer-NorthernStar CL$20KAmerican Friends Service Committee: $10KAmerican Friends ServiceCommittee$10KNational Council of YMCA of USA: $10KNational Council of YMCA ofUSA$10KEmbrace Living Charities: $5KEmbrace Living Charities$5KTrue Friends: $5KTrue Friends$5KBrown County Boy Scouts: $5KBrown County Boy Scouts$5KBack Bay Mission: $5KBack Bay Mission$5KCathedral High School: $2KCathedral High School$2KFox Valley Technical College: $1KFox Valley Technical College$1K

The largest 2025 recipient was The Salvation Army-Northern Div ($30K). Together the top 10 received $94K.

Grant Size Distribution

99 grants across all recorded years

99<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 99 grants of 99 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Salvation Army-Northern Div Hoffman Estates, ILGeneral Operating$30,300
Boy Scouts of Amer-Northern Star CL Fort Snelling, MNGeneral Operating$20,200
American Friends Service Committee Philadelphia, PAGeneral Operating$10,100
National Council of YMCA of USA Chicago, ILGeneral Operating$10,100
Embrace Living Charities Oak Brook, ILGeneral Operating$5,050
True Friends Annandale, MNGeneral Operating$5,050
Brown County Boy Scouts Mankato, MNGeneral Operating$5,050
Back Bay Mission Biloxi, MSGeneral Operating$5,050
Cathedral High School St Cloud, MNScholarships$2,000
Fox Valley Technical College Appleton, WIScholarship$1,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $1,658,848 $188,123 $150,038 $104,992
2024 $1,620,856 $95,918 $133,674 $93,767
2023 $1,657,605 $78,712 $131,295 $95,904
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,658,848$1,620,856$1,657,605
Revenue$188,123$95,918$78,712
Expenses$150,038$133,674$131,295
Qualifying Distributions$114,992$99,277$101,140
Net Investment Income$151,624$61,528$47,226
Distributable Amount$113,642$110,130$99,709

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
  8. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Leadership team and compensation from IRS filings

US Bank N.A. is listed as trustee on the 2025 filing.

Edward M Ozias Charitable Tr UA's only listed officer is US Bank N A, Trustee on filings since 2019 (compensated).

Officers on the 2025 filing

  • US Bank N A

    Trustee

    On filings since 2019

    1 hr/week

    $34K (2019) → $36K (2025)

Former officers (1)
  • Former: US Bank NA (2023–2024) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

US Bank N a — Trustee: $36KUS Bank N aTrustee$36K

The highest reported compensation on the 2025 filing was $36K, to US Bank N a (Trustee).

Contact

Application contact: Benjamin Webster Us Bank Natl Assn
Mailing address: 101 East 5Th Street, St Paul, MN 55101-1860
Phone: (651) 466-8040

Frequently asked questions about Edward M Ozias Charitable Tr UA

How much does Edward M Ozias Charitable Tr UA give each year?

Edward M Ozias Charitable Tr UA gave $105K across 23 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $94K across 22 grants.

What is Edward M Ozias Charitable Tr UA's typical grant size?

Edward M Ozias Charitable Tr UA's median grant in 2025 was $841, and its average grant was $4,565, across 23 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Edward M Ozias Charitable Tr UA that year got $2K on average.

Where does Edward M Ozias Charitable Tr UA give grants?

Edward M Ozias Charitable Tr UA's top state is Illinois, with 44% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Minnesota (40%) and Pennsylvania (10%). The most frequent recipient cities were New ULM, MN (11 grants).

Does Edward M Ozias Charitable Tr UA give general operating support?

Yes: 87% of Edward M Ozias Charitable Tr UA's 2025 grants with a stated purpose (20 of 23) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Edward M Ozias Charitable Tr UA's largest grantees?

Edward M Ozias Charitable Tr UA's largest 2025 grantees include The Salvation Army-Northern Div ($30,300), Boy Scouts of Amer-Northern Star CL ($20,200) and American Friends Service Committee ($10,100), according to its 2025 IRS Form 990-PF. Together they received 58% of its itemized 2025 grant dollars.

How large is Edward M Ozias Charitable Tr UA?

Edward M Ozias Charitable Tr UA reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $115K in qualifying distributions that year, against a required minimum of $114K (roughly 5% of its investment assets).

What does Edward M Ozias Charitable Tr UA fund?

No mission statement is provided. The grants show support for organizations with varied activities. For example, True Friends describes its work as providing life-changing experiences to enhance independence and self-esteem for children and adults with disabilities. See mission & focus areas ↑

How do I apply for a grant from Edward M Ozias Charitable Tr UA?

Applications may be submitted in letter form to Benjamin Webster at US Bank National Association. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Edward M Ozias Charitable Tr UA's EIN?

Edward M Ozias Charitable Tr UA's EIN (Employer Identification Number) is 41-6164912. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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