Private Foundation

OSBERG FAMILY TRUST

OSBERG FAMILY TRUST, of DALLAS, TX, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2022 filing shows $104 in revenue, $30K in expenses. IRS filings disclose 35 grants awarded by this foundation, totaling roughly $3.4M.

EIN: 943067305 DALLAS, TX General Support NTEE: DEFAULT Latest filing: 2022
Total Revenue$104
Total Expenses$30K
Grants Given35
Grant Total$3.4M
Filing Years2019–2022

Sample Grants Given

MORGAN STANLEY GLOBAL IMPACT FUNDING
PURCHASE, NY · 2022
DAF-OSBERG CHARITABLE FUND
$15,031
BANK OF AMERICA CHARITABLE GIFT FUND
PROVIDENCE, RI · 2022
DAF-MILLER RIVER CHARITABLE
$15,031
MORGAN STANLEY GLOBAL IMPACT
PURCHASE, NY · 2021
DAF-OSBERG CHARITABLE FUND
$400
BANK OF AMERICA CHARITABLE GIFT
PROVIDENCE, RI · 2021
DAF-MILLER RIVER CHARITABLE
$400
BANK OF AMERICA CHARITABLE GIFT
PROVIDENCE, RI · 2020
DAF-MILLER RIVER CHARITABLE
$1,602,411

Showing up to 5 of 35 total records — full history available with membership.

Officers & Directors

CO-TRUSTEE Bank Of America N A
CO-TRUSTEE John W Osberg
CO-TRUSTEE Kimberley O Lippman

Officer compensation and complete director data available with membership.

Top Grant Purposes

DAF-MILLER RIVER CHARITABLE
$1,617,842 3 grants
DAF-OSBERG CHARITABLE FUND
$1,617,836 3 grants
UNRESTRICTED GENERAL
$160,000 29 grants

Financial Trends

Year Revenue Expenses Assets
2022 $104 $30K —
2021 $2K $2K $30K
2020 $187K $3.3M $30K
2019 $113K $115K $2.3M

Between 2019 and 2022, reported annual revenue declined from $113K to $104 (-100%).

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, NY, RI, WA.

CANYRIWA

Full geographic grant map with state-by-state breakdown available with membership.

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