Edward M Ozias Charitable Tr UA
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.
Edward M Ozias Charitable Tr UA at a glance
In short: Edward M Ozias Charitable Tr UA gave $105K across 23 grants in 2025 (avg $5K), top state Illinois. 5% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $104,992
- +12.0% vs 2024
- Grants made (2025)
- 23
- +4.5% vs 2024
- Average grant
- $4,565
- +7.1% vs 2024
- Median grant
- $841
- Total assets
- $1,658,848
- +2.3% vs 2024
- New grantees (estimate)
- 5% first-time grantees (1 of 21, 2025; small sample)
- Primary geography
- Illinois (44% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Edward M Ozias Charitable Tr UA
- How to Apply
-
Applications may be submitted in letter form to Benjamin Webster at US Bank National Association. The foundation does not restrict giving to preselected organizations and states a preference for Minnesota residents and charitable organizations in Minnesota.
- Review Cycle
- Applications may be submitted at any time.
- Deadline
- Applications may be submitted at any time.
- Contact
Application contact: Benjamin Webster Us Bank Natl Assn
Mailing address: 101 East 5Th Street, St Paul, MN 55101-1860
Phone: (651) 466-8040
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Edward M Ozias Charitable Tr UA funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was The Salvation Army-Northern Div ($30K). Together the top 10 received $94K.
Organizations only. It also paid 2 individual scholarships ($2,000), which are not listed by name.
Grant Size Distribution
99 grants across all recorded years
The most common grant size was under $50K: 99 grants of 99 (100%).
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
Share of 2025 grant dollars across all 23 itemized grants.
Cities
Is Edward M Ozias Charitable Tr UA open to new grantees?
5%
first-time grantees, 2025
In 2025, 1 of 21 grantees (5%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $2K; repeat grants $5K. How we count
Medians: $2K first-time, $841 repeat.
- 95% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $93K (2021) to $119K (2022). In 2025 it made 23 grants totaling $105K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Salvation Army-Northern Div Hoffman Estates, IL | General Operating | $30,300 |
| Boy Scouts of Amer-Northern Star CL Fort Snelling, MN | General Operating | $20,200 |
| American Friends Service Committee Philadelphia, PA | General Operating | $10,100 |
| National Council of YMCA of USA Chicago, IL | General Operating | $10,100 |
| Embrace Living Charities Oak Brook, IL | General Operating | $5,050 |
| True Friends Annandale, MN | General Operating | $5,050 |
| Brown County Boy Scouts Mankato, MN | General Operating | $5,050 |
| Back Bay Mission Biloxi, MS | General Operating | $5,050 |
| Cathedral High School St Cloud, MN | Scholarships | $2,000 |
| 2 individual scholarships Recipients not named | — | $2,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,658,848 | $188,123 | $150,038 | $104,992 | 23 | $114,992 | $151,624 | $113,642 |
| 2024 | $1,620,856 | $95,918 | $133,674 | $93,767 | 22 | $99,277 | $61,528 | $110,130 |
| 2023 | $1,657,605 | $78,712 | $131,295 | $95,904 | 22 | $101,140 | $47,226 | $99,709 |
| 2022 | $1,711,069 | $62,494 | $172,118 | $119,385 | 20 | $138,098 | $30,260 | $105,699 |
| 2021 | $1,821,518 | $139,474 | $136,492 | $93,180 | 12 | $101,301 | $103,490 | $122,371 |
| 2020 | $1,818,536 | $47,719 | $158,353 | $115,966 | 10 | — | $15,070 | $108,176 |
| 2019 | $1,929,398 | $71,207 | $140,114 | $102,700 | 12 | — | $38,276 | $106,808 |
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.
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. An individual recipient 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.
The largest 2025 awards included $30,300 to The Salvation Army-Northern Division and $20,200 to Boy Scouts of America-Northern Star Council, both for general operating support. Other grants included $10,100 each to American Friends Service Committee and National Council of YMCA of USA, also for general operating support. Cathedral High School received $2,000 for scholarships.
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
The highest reported compensation on the 2025 filing was $36K, to US Bank N a (Trustee).
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 (10 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. It also paid 2 individual scholarships ($2,000), which are not listed by name. 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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2019–2024
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Cite this profile
Grantable. (2026). Edward M Ozias Charitable Tr UA funder profile. GrantGraph. Retrieved October 21, 2026, from https://grantable.co/funders/edward-m-ozias-charitable-tr-ua-morg_edeafc15ee1b4c83a4a585b6999ade05
BibTeX
@misc{grantable_416164912_2026,
author = {{Grantable}},
title = {{Edward M Ozias Charitable Tr UA funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/edward-m-ozias-charitable-tr-ua-morg_edeafc15ee1b4c83a4a585b6999ade05},
note = {Accessed 2026-10-21. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Edward M Ozias Charitable Tr UA's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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