Osberg Family Trust
EIN 943067305 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2022
(4 years ago). Verify before investing time in an application.
Total Given 2020–2022
$3.3M
20 grants · $1.1M avg/year
based on 3 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$5K
typical small grants · $3K–$10K
grant size
11%
transactional · 2/18 multi-year
repeat
$30K
Assets (2021)
18
Distinct Recipients
About
THE TWO MAJORITY TRUSTEES OF THE TRUST HAVE DETERMINED THAT IN FURTHERANCE OF THE TRUST'S CHARITABLE PURPOSES, IT IS PRACTICABLE AND NECESSARY TO TERMINATE THE TRUST UNDER PARAGRAPH 14 OF THE TRUST AGREEMENT. CONSISTENT WITH THIS REQUIREMENT, THE TRUSTEES WILL DISTRIBUTE THE REMAINING FUNDS IN EQUAL SHARES TO TWO DONOR ADVISED FUNDS.
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Contact Person
JANET JACOBS - BANK OF AMERICA N A
Phone
(888) 866-3275
Deadlines
NONE
How to Apply
LETTER FORMAT
Restrictions
IRS CODE SECTION 501(C)(3) DEFINED PURPOSES WITHIN THE UNITED STATES OR ITS POSSESSIONS WITH STATE OF WASHINGTON PREFERENCE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $3.0M | $113K | N/A |
| 2020 | $3.3M | $21K | $187K | 16 |
| 2021 | $800 | $30K | $2K | 2 |
| 2022 | $30K | $0 | $104 | 2 |
Grant Size Distribution
Based on 20 grants on record
Minimum
$400
25th Pctl
$3K
Median
$5K
Average
$166K
75th Pctl
$10K
Maximum
$1.6M
Geographic Distribution
Officers & Directors
BA
Bank of America N a
4+ yrs
Co-Trustee
KL
Kimberley O. Lippman
3 yrs
Co-Trustee
JO
John W. Osberg
4+ yrs
Co-Trustee
JO
John W. Osberg
4+ yrs
Co-Trustee
BA
Bank of America N a
4+ yrs
Co-Trustee
KL
Kimberley O. Lippman
3 yrs
Co-Trustee
BA
Bank of America N a
4+ yrs
Co-Trustee
KL
Kimberley O. Lippman
3 yrs
Co-Trustee
JO
John W. Osberg
4+ yrs
Co-Trustee
BA
Bank of America N a
4+ yrs
Co-Trustee
AO
Allan F. Osberg
Co-Trustee
JO
John W. Osberg
4+ yrs
Co-Trustee
Grants Awarded (20 total)
| Purpose | ||||
|---|---|---|---|---|
| Bank of America Charitable Gift | Providence, RI | $1,602,411 | DAF-MILLER RIVER CHARITABLE | 2020 |
| Morgan Stanley Global Impact | Purchase, NY | $1,602,405 | DAF-OSBERG CHARITABLE FUND | 2020 |
| Bank of America Charitable Gift Fund | Providence, RI | $15,031 | DAF-MILLER RIVER CHARITABLE | 2022 |
| Morgan Stanley Global Impact Funding | Purchase, NY | $15,031 | DAF-OSBERG CHARITABLE FUND | 2022 |
| Soundview Association | Stanwood, WA | $10,000 | UNRESTRICTED GENERAL | 2020 |
| Skagitonians to Preserve | MT Vernon, WA | $10,000 | UNRESTRICTED GENERAL | 2020 |
| The Mountains to Sound | Seattle, WA | $10,000 | UNRESTRICTED GENERAL | 2020 |
| Woodland Park Zoological | Seattle, WA | $10,000 | UNRESTRICTED GENERAL | 2020 |
| Salvation Army | Seattle, WA | $5,000 | UNRESTRICTED GENERAL | 2020 |
| Mone' Farms Equine Rescue & | Snohomish, WA | $5,000 | UNRESTRICTED GENERAL | 2020 |
| American Red Cross-Serving | Seattle, WA | $5,000 | UNRESTRICTED GENERAL | 2020 |
| The Nature Conservancy | Seattle, WA | $5,000 | UNRESTRICTED GENERAL | 2020 |
| Northwest Railway Museum | Snoqualmie, WA | $5,000 | UNRESTRICTED GENERAL | 2020 |
| Lifetime Advocacy Plus | Seattle, WA | $5,000 | UNRESTRICTED GENERAL | 2020 |
| Seattle Aquarium Society | Seattle, WA | $3,000 | UNRESTRICTED GENERAL | 2020 |
| Back Country Horsemen | Ellensburg, WA | $2,500 | UNRESTRICTED GENERAL | 2020 |
| Millionair Club | Seattle, WA | $2,500 | UNRESTRICTED GENERAL | 2020 |
| Treehouse Fund Inc | Seattle, WA | $2,000 | UNRESTRICTED GENERAL | 2020 |
| Bank of America Charitable Gift | Providence, RI | $400 | DAF-MILLER RIVER CHARITABLE | 2021 |
| Morgan Stanley Global Impact | Purchase, NY | $400 | DAF-OSBERG CHARITABLE FUND | 2021 |
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