Nonprofit · EIN 77-0556210
OZ FOUNDATION
Tax-exempt · SAN DIEGO, CA 92109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $66,790 | $232,430 | -$165,640 | $2,435,838 | $0 | $2,435,838 |
| December 31, 2023 | 990-PF | $49,400 | $298,865 | -$249,465 | $2,602,550 | $0 | $2,602,550 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $68,336
- Interest
- $27,858
- Net gain from sales of assets
- -$29,404
Expenses
- Grants and similar amounts paid
- $165,249
- Compensation of officers, directors and key employees
- $55,000
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $218,478
- Excise tax on investment income
- $1,184
Balance sheet and other
- Total assets, start of year
- $2,602,550
- Total assets, end of year
- $2,435,838
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,435,838
- Fair market value of assets
- $2,107,541
- Qualifying distributions
- $218,478
- Net investment income
- $96,194
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COLBY SMITH 1741 LAW STREET, SAN DIEGO, CA 92109 | DIRECTOR MANAGER | 16 | $36,000 |
| MICHAEL SMITH 1741 LAW STREET, SAN DIEGO, CA 92109 | PRESIDENT TREAS DIR | 8 | $19,000 |
| GEORGIA OSBORNE 18 PALM AVENUE, LOS GATOS, CA 95030 | VP DIRECTOR | 0 | $0 |
| KRISTIN WELTER 14814 CHARMERAN AVE, SAN JOSE, CA 95124 | DIRECTOR | 0 | $0 |
| JEREMY OSBORNE 717 WEST JULIAN STREET, APT 755, SAN JOSE, CA 95126 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COLBY SMITH 1741 LAW STREET, SAN DIEGO, CA 92109 | DIRECTOR MANAGER | 16 | $36,000 |
| MICHAEL SMITH 1741 LAW STREET, SAN DIEGO, CA 92109 | PRESIDENT TREAS DIR | 8 | $12,000 |
| GEORGIA OSBORNE 18 PALM AVENUE, LOS GATOS, CA 95030 | VP DIRECTOR | 0 | $0 |
| KRISTIN WELTER 14814 CHARMERAN AVE, SAN JOSE, CA 95124 | DIRECTOR | 0 | $0 |
| JEREMY OSBORNE 717 WEST JULIAN STREET, APT 755, SAN JOSE, CA 95126 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1804 GARNET AVE STE 389, SAN DIEGO, CA 92109-3352
- In care of
- % MICHAEL SMITH
- Signed the 990-PF
- Michael Smith, President
- Phone
- (619) 818-0628
- Website
- www.ozfoundation.com
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0556210 or by the name OZ FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 77-0556210
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $2,435,838
- Income (IRS master file)
- $968,451
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $66,790 | $232,430 | $2,435,838 | XML |
| 990-PF | December 2023 | $49,400 | $298,865 | $2,602,550 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0556210).
Questions about OZ FOUNDATION
- What is the EIN of OZ FOUNDATION?
- The employer identification number (EIN) of OZ FOUNDATION is 77-0556210.
- Is OZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to OZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OZ FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OZ FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OZ FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of OZ FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 2 received compensation from the organization, the highest $36,000 (COLBY SMITH, DIRECTOR MANAGER).
- How much revenue does OZ FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $66,790, expenses of $232,430 and total assets of $2,435,838 at year end.
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