Oz Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 19 grants totaling $165K. Net investment income was $85K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.4M
-6.4% YoY
Annual Giving
$165K
-30.9% YoY
Grant Count
19
-13.6% YoY
Avg Grant Size
$9K
-20.0% YoY
Under IRS private-foundation payout rules, Oz Foundation reported a distributable amount of $107K for 2024 — the minimum it must pay out in qualifying distributions.
About Oz Foundation
Based on IRS filings
Oz Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 19 grants totaling $165K. Net investment income was $85K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,435,838 | $2,602,550 | $2,853,440 |
| Revenue | $66,790 | $49,400 | $269,037 |
| Expenses | $232,430 | $298,865 | $288,531 |
| Qualifying Distributions | $218,478 | $285,234 | $279,339 |
| Net Investment Income | $85,194 | $84,339 | $261,637 |
| Distributable Amount | $106,630 | $116,096 | $131,337 |
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
125 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Oral Lee Brown ($14,000), Tony Ide ($12,972), Andrea Sarabia ($11,970).
| Recipient | Purpose | Amount |
|---|---|---|
| HECTOR GIL-MORALES ESCONDIDO, CA | COLLEGE EDUCATION | $8,400 |
| ANGEL ZEPEDA SAN DIEGO, CA | COLLEGE EDUCATION | $3,500 |
| ROSE JOHSON CAMPO, CA | COLLEGE EDUCATION | $10,500 |
| CINDY CAO OCEANSIDE, CA | COLLEGE EDUCATION | $9,200 |
| TONY IDE SAN DIEGO, CA | COLLEGE EDUCATION | $12,972 |
| Lillian Vo Oceanside, CA | COLLEGE EDUCATION | $10,000 |
| MARIYAH WELDY CAMPO, CA | COLLEGE EDUCATION | $6,250 |
| Andrea Sarabia Chula Vista, CA | COLLEGE EDUCATION | $11,970 |
| JOEY VIERRA LOS GATOS, CA | COLLEGE EDUCATION | $9,667 |
| GRACE VIERRA LOS GATOS, CA | COLLEGE EDUCATION | $8,400 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GEORGIA OSBORNE | VP DIRECTOR | — | — |
| MICHAEL SMITH | PRESIDENT TREAS DIR | 8 | $19,000 |
| COLBY SMITH | DIRECTOR MANAGER | 16 | $36,000 |
| KRISTIN WELTER | DIRECTOR | — | — |
| JEREMY OSBORNE | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Oz Foundation?
Oz Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN DIEGO, CA. It holds $2.4M in total assets as of 2024.
How large is Oz Foundation?
As of 2024, Oz Foundation holds $2.4M in total assets with $67K in annual revenue. It awarded 19 grants totaling $165K in 2024.
Where does Oz Foundation operate?
Oz Foundation has awarded grants in California, District of Columbia.
What size grants does Oz Foundation award?
In 2024, Oz Foundation awarded 19 grants totaling $165K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Oz Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Oz Foundation reported a distributable amount of $107K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Oz Foundation's EIN?
Oz Foundation's EIN (Employer Identification Number) is 77-0556210. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Oz Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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