Edward M Ozias Charitable Tr Ua

MILWAUKEE, WI EIN: 41-6164912

Edward M Ozias Charitable Trust is a private foundation based in Milwaukee, Wisconsin. The trust operates as a grantmaking organization focused on supporting charitable causes across multiple sectors.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$94K

-2.2% YoY

Grant Count

22

+0.0% YoY

Avg Grant Size

$4K

-2.2% YoY

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

Mission & Focus Areas

The trust's primary funding priorities include:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services

Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

ALEXANDRIAANNANDALEBILOXICHICAGOFORT SNELLINGHOFFMAN ESTATESJANESVILLELAKE FORESTMADISONMANKATONEW ULMOAK BROOKPEWAUKEEPHILADELPHIAST CLOUDWAUKESHA

Financial History

Multi-year comparison from IRS filings

  • Total Assets: $1,620,856
  • Total Annual Giving: $93,767
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1201920202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$30K$60K$90K$119K12 grants201910 grants202012 grants202120 grants202222 grants202322 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

THE SALVATION ARMY-NORTH…$27KBOY SCOUTS OF AMER-NORTH…$18KAMERICAN FRIENDS SERVICE…$9KNATIONAL COUNCIL OF YMCA…$9KEMBRACE LIVING CHARITIES$5KTRUE FRIENDS$5KBROWN COUNTY BOY SCOUTS$5KBACK BAY MISSION$5KFIRST BAPTIST CHURCH$3KWAUKESHA COUNTY TECHNICA…$1K

Grant Size Distribution

86 grants across all recorded years

86<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Salvation Army-northern Div ($27,000), Boy Scouts of Amer-northern Star Cl ($18,000), American Friends Service Committee ($9,000).

RecipientPurposeAmount
BOY SCOUTS OF AMER-NORTHERN STAR CL FORT SNELLING, MNGENERAL OPERATING$18,000
AMERICAN FRIENDS SERVICE COMMITTEE PHILADELPHIA, PAGENERAL OPERATING$9,000
EMBRACE LIVING CHARITIES OAK BROOK, ILGENERAL OPERATING$4,500
NATIONAL COUNCIL OF YMCA OF USA CHICAGO, ILGENERAL OPERATING$9,000
WAUKESHA COUNTY TECHNICAL COLLEGE PEWAUKEE, WISCHOLARSHIP$1,000
THE CATHEDRAL OF THE HOLY TRINITY NEW ULM, MNGENERAL OPERATING$750
ST PAUL'S LUTHERAN CHURCH NEW ULM, MNGENERAL OPERATING$750
CHURCH OF ST GEORGE NEW ULM, MNGENERAL OPERATING$750
CHURCH OF ST MARY NEW ULM, MNGENERAL OPERATING$750
REDEEMER LUTHERAN CHURCH NEW ULM, MNGENERAL OPERATING$750

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

US BANK NATRUSTEE$35K

From 2024 filing

NameTitleHoursCompensation
US BANK NATRUSTEE1$34,933

Recent News & Activity

Recent developments and announcements

According to news coverage, Edward M Ozias left nearly one million dollars to many charities through his charitable trust, demonstrating a significant commitment to philanthropic giving across multiple organizations and causes.

Ed Ozias leaves almost million dollars to many charities

Frequently Asked Questions

What does Edward M Ozias Charitable Tr Ua fund?

The trust's primary funding priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services

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

**Grant Amounts:** Typical awards range from $750 to $35,811 **Annual Giving:** Total giving of $93,767 (based on most recent IRS 990 filing from 2024) **Geographic Focus:** The trust primarily funds organizations in Minnesota, Illinois, and Wisconsin.

What size grants does Edward M Ozias Charitable Tr Ua award?

In 2024, Edward M Ozias Charitable Tr Ua awarded 22 grants totaling $94K — an average of about $4K per grant, based on its IRS Form 990 filings.

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 2019–2024.

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

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