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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
T20: Private Foundations
Description
The Osaic Foundation is a private foundation located in Phoenix, AZ with trustees including Lon Dolber, Erinn Ford, and Dimple Shah.
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
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 foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsTax 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
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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