FundersWisconsin

Edward M Ozias Charitable Tr Ua

Milwaukee, WI · EIN 41-6164912. Reported 76 grants totalling $402,236 to 38 organizations across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$1,000median grant
$402,236granted, 2021-2024
38organizations funded
67%of grantees funded again the next year
$2,225,467assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Edward M Ozias Charitable Tr Ua did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $1,000. Half of everything it gave fell between $772 and $5,969; the smallest was $750 and the largest $35,811. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

Under $1,000
31 grants
$1,000 - $5,000
24 grants
$5,000 - $10,000
11 grants
$10,000 - $25,000
6 grants
$25,000 - $50,000
4 grants

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
The Salvation Army-Northern DivHoffman Estates, IL$63,617222023
Boy Scouts of Amer-Northern Star ClFort Snelling, MN$60,447332023
The Salvation Army-Northern Div Attn Legal DepartmentHoffman Estates, IL$54,054222024
American Friends Service CommitteePhiladelphia, PA$30,224332023
National Council of YMCA of USAChicago, IL$30,224332023
Back Bay MissionBiloxi, MS$19,612442024
Boy Scouts of Amer-Northern Star Cl Attn Chief Financial OfficerFort Snelling, MN$18,000112024
Embrace Living CharitiesOak Brook, IL$15,112332023
True FriendsAnnandale, MN$15,112332023
Brown County Boy ScoutsMankato, MN$13,643332024
United Church of ChristNew Ulm, MN$9,018112021
American Friends Service Committee Attn Office of Planned GivingPhiladelphia, PA$9,000112024
National Council of YMCA of USA Attn Steve Ojode SR DirectorChicago, IL$9,000112024
Twin Valley CouncilMankato, MN$5,969112022
Embrace Living Charities Attn Finance DeptOak Brook, IL$4,500112024
True Friends Attn John Leblanc President/CeoAnnandale, MN$4,500112024
Church of St GeorgeNew Ulm, MN$2,517332024
Faith Lutheran ChurchNew Ulm, MN$2,517332024
First Baptist ChurchNew Ulm, MN$2,517112024
First United Methodist ChurchNew Ulm, MN$2,517332024
Oakwood United Methodist ChurchNew Ulm, MN$2,517222024
Redeemer Lutheran ChurchNew Ulm, MN$2,517332024
River Valley Christian ChurchNew Ulm, MN$2,517332024
St Paul's Lutheran ChurchNew Ulm, MN$2,517332024
The Cathedral of the Holy TrinityNew Ulm, MN$2,517332024
Cathedral High SchoolSt Cloud, MN$2,000222022
New Ulm Public School District #88New Ulm, MN$2,000222022
Waukesha County Technical CollegeWaukesha, WI$2,000222024
Church of St MaryLake Forest, IL$1,767222023
Our Saviors Lutheran ChurchNew Ulm, MN$1,767222023
St John's Ev Lutheran ChurchNew Ulm, MN$1,767222023
Alexandria Technical and Community ColleAlexandria, MN$1,000112023
Alexandria Technical CollegeAlexandria, MN$1,000112023
Blackhawk Technical CollegeJanesville, WI$1,000112021
New Ulm Public School District #88 Attn Business OfficeNew Ulm, MN$1,000112024
Church of St MaryNew Ulm, MN$750112024
Our Savior's Lutheran ChurchNew Ulm, MN$750112024
St John's Ev Lutheran Church Attn John Micheel TreasurerNew Ulm, MN$750112024

23 of 38 (61%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 67%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is about typical. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What kind of organizations it funds

By the recipient's own IRS classification, for the 10 grants where we could identify the organization. These are assigned categories, not our guesses.

Housing & Shelter
4 grants
Human Services
3 grants
Recreation & Sports
3 grants

Giving by year

Tax yearGrantsTotalMedian grant
202112$93,180$4,509
202220$119,385$997
202322$95,904$1,000
202422$93,767$875

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

Foundations concentrate geographically far more than their mission statements suggest. 44% of this one's giving went to organizations in Illinois. If you are outside its footprint, that matters more than how well your programme fits.

Illinois
$178K
Minnesota
$162K
Pennsylvania
$39K
Mississippi
$20K
Wisconsin
$3K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

Donor Advised Charitable Giving Inc6 shared recipientsFidelity Investments Charitable Gift Fund5 shared recipientsVanguard Charitable Endowment Program4 shared recipientsMorgan Stanley Global Impact Funding Trust Inc4 shared recipientsAmerican Online Giving Foundation Inc3 shared recipientsAmerican Endowment Foundation3 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $1,000. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in Illinois.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Related guides

Foundations funding human services in IllinoisEvery funder in this group, ranked

Where these numbers come from

Everything above is taken from Edward M Ozias Charitable Tr Ua's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: Po Box 0634, Milwaukee, WI, 53201. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 41-6164912 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

Is something here wrong about your foundation? Email hello@funderscope.com and we will correct it.