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EIN 92-1472515

Osaic Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Scottsdale
State
Arizona
Year formed
2023
Most recent tax filings
2023-12-01
NTEE code, primary
T21: Corporate foundations
Description
The Osaic Foundation is a corporate foundation of Osaic Inc., located in Scottsdale, AZ, that primarily funds general operating support. It made 279 grants last year to various grantees, including Beyond Housing.
Also known as...
American Dreams An Advisor Group Foundation
Total revenues
$802,500
2023
Total expenses
$636,932
2023
Total assets
$165,568
2023
Num. employees
0
2023

Grants made by Osaic Foundation

GranteeGrant descriptionAmount
The Butterfly Effect ProjectGeneral Operating Support$12,500
Metro United WayGeneral Operating Support$10,560
NourishphxGeneral Operating Support$10,500
...and 218 more grants made totalling $418,015

Personnel at Osaic Foundation

NameTitleCompensation
Patrick BrennanExecutive Director$0
Lon DolberChairman$0

Financials for Osaic Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$802,500
Investment income and dividends$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$802,500

Form 990s for Osaic Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-08-20990PFView PDF
2022-122023-11-03990PFView PDF
Data update history
September 29, 2024
Posted financials
Added Form 990PF for fiscal year 2023
September 23, 2024
Updated personnel
Identified 5 new personnel
January 18, 2024
Updated personnel
Identified 7 new personnel
January 13, 2024
Posted financials
Added Form 990PF for fiscal year 2022
December 30, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsCorporate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
18700 N Hayden Rd 255
Scottsdale, AZ 85255
Metro area
Phoenix-Mesa-Chandler, AZ
County
Maricopa County, AZ
Phone
(602) 339-8555
IRS details
EIN
92-1472515
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2023
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T21: Corporate foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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