2025-08-23T17:10:35-04:00 2024-12-31 990PF 2024-01-01 770556210 OZ FOUNDATION % Michael Smith OZFO 6198180628 1804 GARNET AVE STE 389 SAN DIEGO CA 921093352 Michael Smith President 2025-08-25 2024 2025-03-06 01:10:19Z X 2107541 X X 27858 27858 68336 68336 0 -29404 872257 0 0 0 0 0 0 0 0 0 66790 96194 0 55000 11000 0 44000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1172 0 0 0 1780 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9229 0 0 9229 67181 11000 0 53229 165249 165249 232430 11000 0 218478 -165640 85194 0 390637 755229 780229 0 0 0 0 2747 1575 1575 0 100403 100277 1925024 1493091 1137716 279638 78838 81041 0 0 4691 1694 1973 2997 2998 2531 3705 3705 2602550 2435838 2107541 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2602550 2435838 2602550 2435838 2602550 2435838 2602550 -165640 2436910 1072 2435838 Public Traded Securities 872257 0 901661 -29404 -29404 -29404 1184 1184 1184 1575 0 0 1575 391 391 0 false false false 0 0 0 false false false false true true true false false false false true www.ozfoundation.com MICHAEL D SMITH 6198180628 1804 GARNET AVE STE 389 SAN DIEGO CA 921093352 false false false false true false false false false false false false false false false true false false false false false false false GEORGIA OSBORNE 18 PALM AVENUE LOS GATOS CA 95030 VP DIRECTOR 0.00 0 0 0 MICHAEL SMITH 1741 LAW STREET SAN DIEGO CA 92109 PRESIDENT TREAS DIR 8.00 19000 0 0 COLBY SMITH 1741 LAW STREET SAN DIEGO CA 92109 DIRECTOR MANAGER 16.00 36000 0 0 KRISTIN WELTER 14814 CHARMERAN AVE SAN JOSE CA 95124 DIRECTOR 0.00 0 0 0 JEREMY OSBORNE 717 WEST JULIAN STREET APT 755 SAN JOSE CA 95126 DIRECTOR 0.00 0 0 0 1498982 685138 5000 2189120 0 0 2189120 32837 2156283 107814 107814 1184 0 1184 106630 0 106630 0 106630 218478 0 0 0 0 218478 106630 0 232350 186946 235605 147912 169138 971951 218478 0 106630 111848 1083799 0 0 0 0 232350 851449 186946 235605 147912 169138 111848 X HECTOR GIL-MORALES 756 PARK PLACE ESCONDIDO CA 92025 No Relationship I COLLEGE EDUCATION 8400 ANGEL ZEPEDA 1156 TESORO GROVE WAY 127 SAN DIEGO CA 92154 No Relationship I COLLEGE EDUCATION 3500 ROSE JOHSON 1834 CAMPO TRUCK TRAIL CAMPO CA 91906 No Relationship I COLLEGE EDUCATION 10500 CINDY CAO 5140 NORTH RIVER ROAD OCEANSIDE CA 92057 No Relationship I COLLEGE EDUCATION 9200 TONY IDE 2341 POIPU WAY SAN DIEGO CA 92154 No Relationship I COLLEGE EDUCATION 12972 Lillian Vo 1120 Sagewood Dr Oceanside CA 92056 No Relationship I COLLEGE EDUCATION 10000 MARIYAH WELDY 33241 SHOCKEY TRUCK TRAIL CAMPO CA 91906 No Relationship I COLLEGE EDUCATION 6250 Andrea Sarabia 275 Orange Ave Spc 14 Chula Vista CA 91911 No Relationship I COLLEGE EDUCATION 11970 JOEY VIERRA 24188 LOMA PRIETA AVE LOS GATOS CA 95033 No Relationship I COLLEGE EDUCATION 9667 GRACE VIERRA 24188 LOMA PRIETA AVE LOS GATOS CA 95033 No Relationship I COLLEGE EDUCATION 8400 Lizbeth Garcia 1557 E San Antonio Street San Jose CA 95116 No Relationship I COLLEGE EDUCATION 10250 ALBERTO MORALES SALAZAR 14030 ALDO COURT SAN JOSE CA 95127 No Relationship I COLLEGE EDUCATION 11667 ORAL LEE BROWN 2426 99TH AVENUE OAKLAND CA 94603 No Relationship PF CHARITABLE DONATION 14000 Fernanda Segovia 544 Greenbriar Dr 11 Oceanside CA 92054 No Relationship I COLLEGE EDUCATION 7720 ANGEL COMACHO 3604 BYER BLVD APT 46 230 SAN YSIDRO CA 92173 No Relationship I COLLEGE EDUCATION 9335 MONTSERRAT TORRES 275 ORANGE AVE 173 CHULA VISTA CA 91911 No Relationship I COLLEGE EDUCATION 5000 ARIANNA PALACIOS BALBENA 695 N HICKORY STREET APT A ESCONDIDO CA 92025 No Relationship I COLLEGE EDUCATION 3250 SHAILA SUAREZ CUEVAS 211 EVERGREEN PKWY OCEANSIDE CA 92054 No Relationship I COLLEGE EDUCATION 8168 RED CROSS 2731 N FIRST STREET SAN JOSE CA 95134 No Relationship I COLLEGE EDUCATION 5000 165249 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 27858 0 0 14 68336 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18 -29404 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 66790 0 66790 false false false false false false false false false false OFFICE FURNITURE 2018-01-18 1044 1044 MACRS 7.000000 0 0 0 COMPUTER EQUIPMENT 2023-06-15 747 747 MACRS 5.000000 239 0 0 COMPUTER 23 2023-06-15 1196 1196 MACRS 5.000000 383 0 0 PRINTER SCANNER MONITOR 2024-06-16 1704 1704 MACRS 5.000000 1158 0 0 TOYOTA MOTOR CREDIT CO 4.45% 24828 24968 TORONTO DOMINION BANK 0 0 FEDERAL ARGIC 0 0 FHLB 0 0 RBC 10020 10319 TOYOTA MOTOR CREDIT CO 1.9% 43990 45754 WRB 126778 204820 VSAT 390377 53188 PFFD 241635 197184 JPST 50520 50370 HYHG 240867 245786 PSK 269261 232580 PFXF 27429 25875 DIA 8589 8510 SPY 8885 8792 SWRSX 103750 86780 SWANX 25000 23831 TIP 0 0 STIP 0 0 0 100277 100403 100277 FURNITURE & FIXTURES 224 970 74 75 COMPUTER & EQUIPMENT 1749 724 2923 2923 RECIEVABLE 2531 3705 3705 BOOK TAX DIFFERENCE ON DEPRECIATION 1072 OFFFICE SUPPLIES 1052 0 0 1052 POSTAGE & SHIPPIN 706 0 0 706 LICENSES & FEES 500 0 0 500 MISCELLANEOUS 1734 0 0 1734 SOFTWARE SUBSCRIPTIONS 2098 0 0 2098 SOFTWARE SERVICES 1574 0 0 1574 BROADBAND 575 0 0 575 SUBSCRIPTIONS 990 0 0 990 Federal Excise Taxes 1172 0 0 0