Stephen G and Regina Oswald Foundation
The Stephen G and Regina Oswald Foundation is a private 501(c)(3) grantmaking foundation based in Santa Ana, California. The foundation was established in 2016 and is classified as a private foundation under the National Taxonomy of Exempt Entities (NTEE) code T20.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$949K
-27.5% YoY
Annual Giving
$1.2M
-18.4% YoY
Grant Count
14
-17.6% YoY
Avg Grant Size
$87K
-0.9% YoY
Under IRS private-foundation payout rules, Stephen G and Regina Oswald Foundation reported a distributable amount of $52K for 2024 — the minimum it must pay out in qualifying distributions.
Grantmaking
The foundation makes grants supporting general operations and school support. Recent grants include:
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking focuses primarily on California, Colorado, and Louisiana.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $949,157
- Total Revenues: $1,529,264
- Total Expenses: $1,234,760
- Total Giving: $1,224,260
As of 2023:
- Total Assets: $1.31M
- Total Revenues: $625,000
- Total Expenses: $1.54M
The foundation has no liabilities and maintains zero employees.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $949,157 | $1,308,300 | $2,226,922 |
| Revenue | $1,529,264 | $624,516 | $683,598 |
| Expenses | $1,234,760 | $1,543,138 | $1,095,549 |
| Qualifying Distributions | $1,224,260 | $1,500,347 | $1,084,549 |
| Net Investment Income | $778,224 | $610,116 | $432,408 |
| Distributable Amount | $51,533 | $74,923 | $144,161 |
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
75 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include World War Ii Museum ($310,000), Champion La ($200,000), Mater Dei High School Baseball ($169,500).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN BATTLE MONUMENTS FOUNDATION DENVER, CO | GENERAL OPERATION SUPPORT | $105,000 |
| CASA OF ORANGE COUNTY ORANGE, CA | GENERAL OPERATION SUPPORT | $20,900 |
| CHAMPION LA LOS ANGELES, CA | GENERAL OPERATION SUPPORT | $200,000 |
| CHOC CHILDREN'S FOUNDATION ORANGE, CA | GENERAL OPERATION SUPPORT | $59,350 |
| DARE TO DREAM AFRICA IRVINE, CA | GENERAL OPERATION SUPPORT | $1,000 |
| LA CHARGERS IMPACT FUND COSTA MESA, CA | GENERAL OPERATION SUPPORT | $100,000 |
| LIVING LEGENDS OF AVIATION LITTLETON, CO | GENERAL OPERATION SUPPORT | $90,000 |
| MATER DEI HIGH SCHOOL BASEBALL SANTA ANA, CA | GENERAL OPERATION SUPPORT | $169,500 |
| ORANGE COUNTY UNITED WAY IRVINE, CA | GENERAL OPERATION SUPPORT | $102,510 |
| RADIANT HEALTH CENTERS IRVINE, CA | GENERAL OPERATION SUPPORT | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEPHEN G OSWALD | DIRECTOR, PRESIDENT | 0.75 | — |
| REGINA OSWALD | DIRECTOR, SECRETARY | 0.75 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
How do I apply for a grant from Stephen G and Regina Oswald Foundation?
The foundation makes grants supporting general operations and school support. Recent grants include: • National WWII Museum: $310,000 (General Operation Support) • American Battle Monuments Foundation: $105,000 (General Operation Support) • Orange County United Way: $102,510 (General Operation Support) The foundation made 17 grants in 2024. Typical grant awards range from $1,000 to $500,000.
Where does Stephen G and Regina Oswald Foundation make grants?
The foundation's grantmaking focuses primarily on California, Colorado, and Louisiana.
What size grants does Stephen G and Regina Oswald Foundation award?
In 2024, Stephen G and Regina Oswald Foundation awarded 14 grants totaling $1.2M — an average of about $87K per grant, based on its IRS Form 990 filings.
How much is Stephen G and Regina Oswald Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Stephen G and Regina Oswald Foundation reported a distributable amount of $52K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Stephen G and Regina Oswald Foundation's EIN?
Stephen G and Regina Oswald Foundation's EIN (Employer Identification Number) is 81-0835449. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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