Osaic Foundation Inc
Osaic Foundation Inc is a private foundation based in Scottsdale, Arizona. Launched in 2023 as a separate nonprofit entity, it brings Osaic financial professionals and employees together to support community service and charitable organizations where they volunteer.
Osaic Foundation Inc at a glance
In short: Osaic Foundation Inc gave $1.1M across 281 grants in 2024 (avg $4K), top state New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,059,171
- +77.3% vs 2023
- Grants made (2024)
- 281
- +0.7% vs 2023
- Average grant
- $3,769
- +76.1% vs 2023
- Median grant
- $1,000
- Total assets
- $83,455
- -49.6% vs 2023
- Primary geography
- New York (18% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Osaic Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The Foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Its Local Community Grant Program uses applications submitted by eligible Osaic-affiliated volunteers.
- Review Cycle
- The 2026 Local Community Grant Program application period was March 1–31.
- Deadline
- The 2026 Local Community Grant Program application period was March 1–31.
- Contact
Mailing address: 18700 N Hayden Road 255, Scottsdale, AZ 85255-6787
Phone: (602) 339-8555
Website: https://osaic.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Osaic Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Beyond Housing ($150K). Together the top 10 received $543K.
Grant Size Distribution
560 grants across all recorded years
The most common grant size was under $50K: 555 grants of 560 (99%).
Geographic Focus
Where this funder awards grants
The Foundation describes its work as supporting communities across America. In 2024, the largest shares of grant dollars by recipient state went to New York (18%), Missouri (15%), Massachusetts (15%), Arizona (7%), and Florida (5%).
Grant Distribution by State
Share of 2024 grant dollars across all 281 itemized grants.
States
Cities
How Osaic Foundation Inc gives
- 39% of 2024 grantees were also funded in 2023. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2024). 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 2023 to 2024, annual grant giving ranged from $597K (2023) to $1.1M (2024). In 2024 it made 281 grants totaling $1.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Beyond Housing Pine Lawn, MO | General Operating Support | $150,000 |
| Invest in Others Charitable Foundation Andover, MA | General Operating Support | $75,000 |
| Virtual Enterprises International Inc New York, NY | General Operating Support | $75,000 |
| World Team Sports Boston, MA | General Operating Support | $65,000 |
| Sponsors for Educational Opportunity (SEO) New York, NY | General Operating Support | $37,500 |
| Sponsors for Educational Opportunity (SEO) New York, NY | General Operating Support | $37,500 |
| American Cancer Society Phoenix, AZ | General Operating Support | $33,221 |
| NAACP Georgia State Conference College Park, GA | Local Financial Literacy Programs | $25,000 |
| Handson New Orleans Inc New Orleans, LA | General Operating Support | $15,000 |
| American Cancer Society Phoenix, AZ | General Operating Support | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2024 | $83,455 | $1,075,000 | $1,157,113 | $1,059,171 | 281 | $1,156,113 | $21,935 |
| 2023 | $165,568 | $802,500 | $636,932 | $597,225 | 279 | $636,932 | $15,578 |
Under IRS private-foundation payout rules, Osaic Foundation Inc reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The Foundation’s stated mission centers on community-building experiences, financial literacy education, and workforce development to increase diverse representation. Its giving supports organizations connected to volunteer efforts by Osaic-affiliated financial professionals and employees.
Examples of grantees illustrate the range of supported work. Beyond Housing says it works on housing preservation and community development. Virtual Enterprises International says it provides schools with applied-learning programs in career readiness, entrepreneurship, financial literacy, business, and technology. World T.E.A.M. says it uses sports to bring disabled and able-bodied participants together. Other recipients include the American Cancer Society, which describes its work as advocacy, research, and patient support, and Honor Flight Northeast Indiana, which transports veterans to visit memorials in Washington, D.C.
Grantmaking
In 2024, the Foundation made 281 grants totaling $1,059,171. Grant amounts ranged from $350 to $150,000, with a median grant of $1,000. Its largest listed grants included $150,000 to Beyond Housing, $75,000 to Invest in Others Charitable Foundation, $75,000 to Virtual Enterprises International, and $65,000 to World T.E.A.M. The listed purposes for these grants were general operating support.
The Foundation also made grants for other stated purposes, including $25,000 to the NAACP Georgia State Conference for local financial literacy programs. Its Local Community Grant Program is for Osaic financial professionals, their support staff, and home office employees who volunteer with nonprofit organizations. The 2026 application worksheet requests nominator and nonprofit information, details about the volunteer’s involvement, and background on the nonprofit. It directs applicants to use the online application.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing listed Lon Dolber as director and chairman; Erinn Ford as director and president; and Dawn Collier, Damon Joyner, Dalchand Laljit, Dimple Shah, and Jeff Sills as directors and executive vice presidents. Patrick Brennan was listed as executive director, Aiyisha Adams as secretary, and Ngoc Bodine as treasurer.
Osaic Foundation Inc is led by Erinn Ford, Director & President on every filing since 2022; none of the 11 officers listed in 2024 report compensation.
Officers on the 2024 filing
Erinn Ford
Director & President
On filings since 2022
2 hrs/week
No compensation reported
Patrick Brennan
Executive Director
On filings since 2023
20 hrs/week
No compensation reported
Lon Dolber
Director & Chairman
On filings since 2022
4 hrs/week
No compensation reported
Dawn Collier
Director & Executive Vice President
Director → Director & Executive Vice President, 2023
On filings since 2022
2 hrs/week
No compensation reported
Dimple Shah
Director & Executive Vice President
On filings since 2022
2 hrs/week
No compensation reported
Jeff Sills
Director & Executive Vice President
Director → Director & Executive Vice President, 2023
On filings since 2022
2 hrs/week
No compensation reported
Dalchand Laljit
Director & Executive Vice President
On filings since 2023
2 hrs/week
No compensation reported
Damon Joyner
Director & Executive Vice President
On filings since 2023
2 hrs/week
No compensation reported
Ngoc Bodine
Treasurer
On filings since 2022
2 hrs/week
No compensation reported
Aiyisha Adams
Secretary
On filings since 2023
2 hrs/week
No compensation reported
Joshua Dunford
Assistant Secretary
On filings since 2023
2 hrs/week
No compensation reported
Former officers (1)
- Former: Gabrielle Porch (2022–2023) — Secretary
Data from IRS Form 990 filings, 2022–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Osaic Foundation Inc
How much does Osaic Foundation Inc give each year?
Osaic Foundation Inc gave $1.1M across 281 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $597K across 279 grants.
What is Osaic Foundation Inc's typical grant size?
Osaic Foundation Inc's median grant in 2024 was $1,000, and its average grant was $3,769, across 281 grants on its 2024 IRS Form 990-PF.
Where does Osaic Foundation Inc give grants?
Osaic Foundation Inc's top state is New York, with 18% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Missouri (15%) and Massachusetts (15%). The most frequent recipient cities were Phoenix, AZ (13 grants), Omaha, NE (12 grants), New York, NY (5 grants) and Chicago, IL (4 grants).
Does Osaic Foundation Inc give general operating support?
Yes: 99% of Osaic Foundation Inc's 2024 grants with a stated purpose (279 of 281) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Osaic Foundation Inc's largest grantees?
Osaic Foundation Inc's largest 2024 grantees include Beyond Housing ($150,000), Invest in Others Charitable Foundation ($75,000) and Sponsors for Educational Opportunity (SEO) ($75,000 across 2 grants), according to its 2024 IRS Form 990-PF. Together they received 28% of its itemized 2024 grant dollars.
How large is Osaic Foundation Inc?
Osaic Foundation Inc reported $83K in total assets on its 2024 IRS Form 990-PF. It paid out $1.2M in qualifying distributions that year, against a required minimum of $22K (roughly 5% of its investment assets).
What does Osaic Foundation Inc fund?
The Foundation’s stated mission centers on community-building experiences, financial literacy education, and workforce development to increase diverse representation. Its giving supports organizations connected to volunteer efforts by Osaic-affiliated financial professionals and employees. See mission & focus areas ↑
How do I apply for a grant from Osaic Foundation Inc?
The Foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Osaic Foundation Inc's EIN?
Osaic Foundation Inc's EIN (Employer Identification Number) is 92-1472515. IRS Form 990 filing data is available on this page for 2022–2024.
Does Osaic Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2022–2024
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Cite this profile
Grantable. (2026). Osaic Foundation Inc funder profile. GrantGraph. Retrieved October 13, 2026, from https://grantable.co/funders/osaic-foundation-inc-morg_537c0db499e344af839a925e0cf160ca
BibTeX
@misc{grantable_921472515_2026,
author = {{Grantable}},
title = {{Osaic Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/osaic-foundation-inc-morg_537c0db499e344af839a925e0cf160ca},
note = {Accessed 2026-10-13. 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 Osaic Foundation Inc'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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