Ralph and Hazel Osborn and Lois J Roork
Ralph and Hazel Osborn and Lois J Roork is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SEAL BEACH, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 8 grants totaling $565K. Net investment income was $350K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.9M
-5.2% YoY
Annual Giving
$565K
+25.6% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$71K
+25.6% YoY
Under IRS private-foundation payout rules, Ralph and Hazel Osborn and Lois J Roork reported a distributable amount of $427K for 2024 — the minimum it must pay out in qualifying distributions.
About Ralph and Hazel Osborn and Lois J Roork
Based on IRS filings
Ralph and Hazel Osborn and Lois J Roork is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SEAL BEACH, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 8 grants totaling $565K. Net investment income was $350K.
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 | $3,933,321 | $4,149,330 | $4,467,046 |
| Revenue | $383,334 | $165,651 | $22,966 |
| Expenses | $599,343 | $483,367 | $468,093 |
| Qualifying Distributions | $566,484 | $451,352 | $421,334 |
| Net Investment Income | $349,907 | $204,288 | $214,194 |
| Distributable Amount | $427,261 | $405,673 | $408,768 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
39 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include World Vision ($125,000), University of Redlands ($100,000), Aquarium of the Pacific ($70,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AQUARIUM OF THE PACIFIC LONG BEACH, CA | TO SUPPORT & SAVE AQUATIC SPECIES. | $70,000 |
| DEFENDERS OF WILDLIFE WASHINGTON, DC | TO HELP PROTECT AND RESTORE IMPERILED WILDLIFE AND HABITATS ACCROSS NORTH AMERICA. | $50,000 |
| LA MISSION LOS ANGELES, CA | TO HELP PROVIDE BASIC NECESSITIES FOR PEOPLE EXPERIENCING HOMELESSNESS AND HUNGER. | $50,000 |
| MULTIPLE MYELOMA RESEARCH FOUNDATION NORWALK, CT | TO HELP ON ACCELERATING A CURE FOR EACH AND EVERY MYELOMA PATIENT. | $50,000 |
| SALVATION ARMY OF LONG BEACH LONG BEACH, CA | TO HELP SERVE THE MOST VULNERABLE MEMBERS OF THE COMMUNITY AND FUND REHABILITATION PROGRAMS THAT HEAL ADDICTIONS, CHANGE LIVES AND RESTORE FAMILIES. | $50,000 |
| ST JUDE CHILDREN'S RESEARCH MEMPHIS, TN | TO HELP ADVANCE CURES AND MEANS OF PREVENTION FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT. | $70,000 |
| UNIVERSITY OF REDLANDS REDLAND, CA | TO HELP SUSTAIN AND SUPPORT STUDENTS THROUGH SCHOLARSHIP FUNDS. | $100,000 |
| WORLD VISION FEDERAL WAY, WA | TO HELP CHILDREN AND FAMILIES HAVE ACCESS TO ESSENTIALS LIKE CLEAN WATER, NUTRITION, HEALTHCARE AND EDUCATION. | $125,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEPHEN E OLSON | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Ralph and Hazel Osborn and Lois J Roork?
Ralph and Hazel Osborn and Lois J Roork is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SEAL BEACH, CA. It holds $3.9M in total assets as of 2024.
How large is Ralph and Hazel Osborn and Lois J Roork?
As of 2024, Ralph and Hazel Osborn and Lois J Roork holds $3.9M in total assets with $383K in annual revenue. It awarded 8 grants totaling $565K in 2024.
Where does Ralph and Hazel Osborn and Lois J Roork operate?
Ralph and Hazel Osborn and Lois J Roork has awarded grants in California, Connecticut, District of Columbia, New York, Tennessee, Washington.
What size grants does Ralph and Hazel Osborn and Lois J Roork award?
In 2024, Ralph and Hazel Osborn and Lois J Roork awarded 8 grants totaling $565K — an average of about $71K per grant, based on its IRS Form 990 filings.
How much is Ralph and Hazel Osborn and Lois J Roork required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ralph and Hazel Osborn and Lois J Roork reported a distributable amount of $427K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Ralph and Hazel Osborn and Lois J Roork's EIN?
Ralph and Hazel Osborn and Lois J Roork's EIN (Employer Identification Number) is 27-6188697. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.