The Osaic Foundation is a 501(c)(3) private charitable foundation and corporate foundation of Osaic, Inc., one of the nation's largest providers of wealth management strategies. Based in Scottsdale, Arizona, the Foundation was launched in 2023 to support the local community service efforts of Osaic financial professionals, their staff, and employees who volunteer their time and expertise. The Foundation operates as a separate nonprofit entity through which Osaic implements its philanthropic and community service activities.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$83K
-49.6% YoY
Annual Giving
$1.1M
+77.3% YoY
Grant Count
281
+0.7% YoY
Avg Grant Size
$4K
+76.1% YoY
Mission & Focus Areas
The Osaic Foundation aspires to elevate the impact of Osaic financial professionals and employees across America. The Foundation's mission centers on three primary pillars:
- Empowering lives through experiential events that build thriving communities
- Education with a focus on financial literacy
- Increasing diverse representation through workforce development
Grantmaking
The Foundation distributes grants to nonprofits where Osaic-affiliated financial professionals and employees volunteer. Grant sizes range from $500 to $10,000 for the local community grant program.
Grant Range
s range from $500 to $10,000 for the local community grant program.
How to Apply
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Geographic Focus
Where this funder awards grants
The Foundation funds nonprofits across the United States, with recent grants distributed in 37 states. The Foundation supports over 100 local communities in 40 states where #TeamOsaic volunteers are actively engaged.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 |
|---|---|---|
| Total Revenues | $1,075,000 | $803,000 |
| Total Expenses | $1,157,113 | $637,000 |
| Total Assets | $83,455 | $166,000 |
| Grants Distributed | $812,650+ | ~$500,000+ |
Since its launch in 2023, the Foundation has raised nearly $2 million in grant support and distributed funds via 250+ grants (as of early 2025).
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $83,455 | $165,568 | — |
| Revenue | $1,075,000 | $802,500 | — |
| Expenses | $1,157,113 | $636,932 | — |
| Qualifying Distributions | $1,156,113 | $636,932 | — |
| Net Investment Income | — | — | — |
| Distributable Amount | $21,935 | $15,578 | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
100 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
2026 Board:
- President and Chair: Stacy O'Keeffe, Senior Vice President of Advisor Engagement, Community & Experience at Osaic
- Vice President: John DiMonda, Co-Head of the Osaic Independent Channel
- Treasurer: Anna Bodine, Senior Treasury Manager at Osaic
- Secretary: Darlene Carey, Director, Contingent Workforce Program at Osaic
- Executive Vice President: Allison Cooper, Senior Vice President, Event Experiences at Osaic
- Executive Vice President: Mary Gordon, Vice President, Partner Relations at Osaic
- Executive Vice President & Audit-Metric Committee Chair: Jenny My Le, Senior Vice President, Corporate Strategy at Osaic
- Executive Vice President & Co-Chair Disaster Response Committee: Carolyn McKinley, Senior HR Business Partner at Osaic
- Executive Vice President: Zach Parker, Senior Vice President, Head of Annuity Sales & Distribution at Highland Capital
2025 Board:
- Chairman: Jeffrey Green, Chief Human Resources Officer at Osaic
Founding Leadership:
- Founder/Original Chairman: Lon Dolber, Vice Chairman of Osaic and CEO of American Portfolios
- Original President: Erinn Ford, EVP, Advisor Engagement, and Independent Channel Leader
Executive Director:
- Patrick Brennan (as of 2023)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LON DOLBER | DIRECTOR, CHAIRMAN | 4 | — |
| ERINN FORD | DIRECTOR, PRESIDENT | 2 | — |
| DAWN COLLIER | DIRECTOR, EXECUTIVE VICE PRESIDENT | 2 | — |
| DAMON JOYNER | DIRECTOR, EXECUTIVE VICE PRESIDENT | 2 | — |
| DALCHAND LALJIT | DIRECTOR, EXECUTIVE VICE PRESIDENT | 2 | — |
| DIMPLE SHAH | DIRECTOR, EXECUTIVE VICE PRESIDENT | 2 | — |
| JEFF SILLS | DIRECTOR, EXECUTIVE VICE PRESIDENT | 2 | — |
| PATRICK BRENNAN | EXECUTIVE DIRECTOR | 20 | — |
| AIYISHA ADAMS | SECRETARY | 2 | — |
| NGOC BODINE | TREASURER | 2 | — |
| JOSHUA DUNFORD | ASSISTANT SECRETARY | 2 | — |
Recent News & Activity
Recent developments and announcements
**2026 Initiatives:**
The 2026 board announced plans to expand efforts to include more joint team volunteer work, strengthening Osaic's mission of enhancing lives and legacies while building relationships and teamwork.
**2025 Activity:**
The Foundation's summer campaign raised more than $15,000 in cash donations and school supplies for Back2School America, a national charity.
**Q1 2026 Programs:**
The 2026 Local Community Grant Program opened March 1-31
Invest in Others Industry Awards competition closes March 20
Group volunteer service projects scheduled, including an April 9 volunteer event at New Bethany in Bethlehem, Pennsylvania
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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SEDONA, AZ
Assets
—
Grants
0
Total Given
—
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Assets
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Total Given
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Dennis Evans Charitable Foundation
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Assets
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Total Given
$4K
Along Side Ministries Inc
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Assets
$1.2M
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Total Given
$6K
Arizona Western College Foundation
YUMA, AZ
Assets
$8.0M
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1
Total Given
$25K
Sulphur Springs Valley Electric
WILLCOX, AZ
Assets
$5.7M
Grants
105
Total Given
$610K
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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