Stephen G and Regina Oswald Foundation

SANTA ANA, CA EIN: 81-0835449

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

-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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

California $3.2M (60%)

Louisiana $1.2M (23%)

Colorado $602K (11%)

New York $105K (2%)

South Dakota $100K (2%)

Illinois $50K (1%)

Texas $50K (1%)

District of Columbia $25K (0%)

+3 more states

States

California Colorado District of Columbia Florida Georgia Illinois Louisiana Missouri New York South Dakota Texas

Cities

AtlantaChicagoCosta MesaCrazy HorseDenverIrvineIrvingKansas CityLittletonLos AngelesNew OrleansNew YorkNewport BeachOrangeSanta AnaTustinWashingtonWesley Chapel

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.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Philanthropy, Voluntarism & Grantmaking

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.