Ossen Family Foundation
The Jeffrey P Ossen Family Foundation is a private foundation based in West Hartford, Connecticut. Its 2024 grants supported charitable organizations, most of them in Connecticut, working in areas including health care, legal services, housing, food, and arts learning.
Key facts about Ossen Family Foundation
In short: Ossen Family Foundation gave $829K across 78 grants in 2025 (avg $11K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- EIN
- 26-1243178
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $828,847
- Grants made (2025)
- 78
- Average grant
- $10,626
- Median grant
- $1,800
- Total assets
- $17,759,318
- Primary geography
- Connecticut (95% of itemized 2025 grant dollars)
- 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 for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Quick answers about Ossen Family Foundation
How much does Ossen Family Foundation give each year?
Ossen Family Foundation gave $829K across 78 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $667K across 54 grants.
What is Ossen Family Foundation's typical grant size?
Ossen Family Foundation's median grant in 2025 was $1,800, and its average grant was $10,626, across 78 grants on its 2025 IRS Form 990-PF.
Where does Ossen Family Foundation give grants?
Ossen Family Foundation gives mostly in Connecticut: 95% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Hartford, CT (14 grants), West Hartford, CT (6 grants), Willimantic, CT (5 grants) and New York, NY (5 grants).
Does Ossen Family Foundation give general operating support?
Yes: 68% of Ossen Family Foundation's 2025 grants with a stated purpose (53 of 78) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Food Program" (3 grants).
Who are Ossen Family Foundation's largest grantees?
Ossen Family Foundation's largest 2025 grantees include Center for Medicare Advocacy Inc ($100,000), Generations Family Health Center Inc ($70,000) and Click Inc ($55,000), according to its 2025 IRS Form 990-PF. Together they received 27% of its itemized 2025 grant dollars.
How large is Ossen Family Foundation?
Ossen Family Foundation reported $17.8M in total assets on its 2025 IRS Form 990-PF. It paid out $1.1M in qualifying distributions that year, against a required minimum of $1.0M (roughly 5% of its investment assets).
How Ossen Family Foundation gives
- 36% of 2025 grantees were also funded in 2024. Method
- Giving grew 195% from 2022 to 2025. Method
- In 2025 it paid out 112% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Ossen Family Foundation
- How to evaluate Ossen Family Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$17.8M
-1.1% YoY
Annual Giving
$829K
+24.2% YoY
Grant Count
78
+44.4% YoY
Avg Grant Size
$11K
-14.0% YoY
Under IRS private-foundation payout rules, Ossen Family Foundation reported a distributable amount of $1.0M for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included support for organizations whose own missions include advancing Medicare access and health equity, protecting civil legal rights for low-income families, providing affordable health care in eastern Connecticut, and creating opportunities for people with intellectual and developmental disabilities. Other grantees provide emergency housing, support services for people experiencing homelessness, and energy assistance.
Grantmaking
In 2024, the foundation reported 54 grants totaling $667,496. Grants ranged from $250 to $100,500, with a median grant of $2,879. The largest awards included $100,500 to Center for Medicare Advocacy for general operating support of programs; $90,000 to Connecticut Legal Services for general purposes; $62,200 to Generations Family Health Center for dental programs; $60,000 to Horizons for general purposes; and $50,000 to Big Brothers Big Sisters of CT for general purposes.
Ready to take the next step with Ossen Family Foundation?
Geographic Focus
Where this funder awards grants
In 2024, 96% of grant dollars went to recipients in Connecticut. The reported shares for New Hampshire, New York, and Vermont were 1% each; California was listed at 0%.
Grant Distribution by State
Share of all 78 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $17,952,624 | $2,352,393 | $1,083,989 | $667,496 |
| 2023 | $16,705,916 | $905,728 | $902,871 | $610,673 |
| 2022 | $16,920,387 | $918,070 | $1,265,518 | $920,202 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $17,759,318 | $17,952,624 | $16,705,916 |
| Revenue | $1,123,344 | $2,352,393 | $905,728 |
| Expenses | $1,308,051 | $1,083,989 | $902,871 |
| Qualifying Distributions | $1,133,589 | $961,946 | $809,654 |
| Net Investment Income | $995,771 | $2,248,861 | $806,726 |
| Distributable Amount | $1,015,852 | $928,641 | $861,027 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 13, 2023)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2021–2024
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 2025
Grant Size Distribution
196 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CENTER FOR MEDICARE ADVOCACY INC Willimantic, CT | GENERAL OPERATING PURPOSES | $100,000 |
| GENERATIONS FAMILY HEALTH CENTER INC Willimantic, CT | SUPPORT FOR COMMUNITY HEALTH WORKER POSITION | $70,000 |
| CLICK INC Windham, CT | SUPPORT EDUCATION FOR EMPLOYEES | $55,000 |
| BIG BROTHERS BIG SISTERS OF CONNECTICUT INC Hartford, CT | GENERAL OPERATING PURPOSES | $50,500 |
| CONNECTICUT LEGAL SERVICES INC Middletown, CT | GENERAL OPERATING PURPOSES | $50,000 |
| THE NEIGHBOR FUND Willimantic, CT | GENERAL OPERATING PURPOSES | $50,000 |
| MY SISTERS' PLACE INC Hartford, CT | GENERAL OPERATING PURPOSES | $41,000 |
| THAMES RIVER COMMUNITY SERVICE Norwich, CT | PURCHASE AND INSTALLATION OF FLOORING, AND FURNITURE FOR APARTMENTS | $33,879 |
| WOMENS BUSINESS DEVELOPMENT COUNCIL INC Hartford, CT | CHILD CARE BUSINESS SUPPORT PROGRAM | $30,000 |
| THAMES VALLEY COUNCIL FOR COMMUNITY ACTION INC Jewett City, CT | BONTERRA FUNDRAISING SOFTWARE ADD-ON FOR COACHING | $27,500 |
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Carolyn Linkov as president, Jacqueline Berkowitz as treasurer and executive director, and Elizabeth Ossen as secretary.
Ossen Family Foundation is led by Jacqueline O. Berkowitz, Executive Director & Trustee since 2025 (on filings since 2022); all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Jacqueline O. Berkowitz
Executive Director & Trustee
Treasurer & Trustee → Treasurer & Executive Director, 2023
Treasurer & Executive Director → Executive Director & Trustee, 2025
On filings since 2022
40 hrs/week
$94K (2023) → $160K (2025)
Carolyn R. Linkov
Trustee
President & Trustee → President, 2023
President → Trustee, 2025
On filings since 2022
1 hr/week
$29K (2024) → $25K (2025)
Elizabeth S. Ossen
Trustee
Secretary & Trustee → Secretary, 2023
Secretary → Trustee, 2025
On filings since 2022
1 hr/week
$13K (2024) → $10K (2025)
Former officers (3)
- Former: Eileen M Ossen (2021) — Trustee
- Former: Richard Brvenik (2021) — Trustee
- Former: Sara Ann Jakub (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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
Contact
Mailing address: PO Box 370085, West Hartford, CT 06137
Phone: (860) 978-4206
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Ossen Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants included support for organizations whose own missions include advancing Medicare access and health equity, protecting civil legal rights for low-income families, providing affordable health care in eastern Connecticut, and creating opportunities for people with intellectual and developmental disabilities. Other grantees provide emergency housing, support services for people experiencing homelessness, and energy assistance.
How do I apply for a grant from Ossen Family Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Ossen Family Foundation's EIN?
Ossen Family Foundation's EIN (Employer Identification Number) is 26-1243178. IRS Form 990 filing data is available on this page for 2021–2025.
Does Ossen Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.