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Texas · Private foundation

Osberg Family Trust

Its FY2022 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$3.3M
Granted FY2020
16
Grants FY2020
15
Organizations funded FY2020
20%
First-time grantees FY2020
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Read this first · the figures below need context

50% of Osberg Family Trust’s FY2022 grant dollars went to Bank Of America Charitable Gift Fd, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2022 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2020, the last year Osberg Family Trust named its own grantees at scale: 8 organizations, $3M. It is dated, not current.

Organizations named directly on the return

10
’19
8
’20
0
’21
0
’22

Amber years are those where most dollars went to a sponsor.

Median grant, FY2020
$5,000
Largest grant, FY2020
$1,602,411
Organizations funded a year
14 to 15
FY2019 to FY2020
States reached, FY2020
3
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2020, 20% of the organizations Osberg Family Trust funded were first-time grantees, receiving 98% of its grant dollars.

The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY202015$3.3M20%
FY201914$75kn/a
97% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2022.

Philanthropy$3.2MEnvironment$50kHuman Services$24kHealth$20kArts & Culture$13kAnimals$13kPublic Safety & Disaster$10kCrime & Legal$5kOther$0

Top grantees

Largest recipients by total granted, FY2019 to FY2022, and the share of each one’s budget the grants supplied at peak.

Plus 8 recipients with no EIN on record ($3.3M), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Osberg Family Trust supplied at peak.

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetSoundview Association: $20,000 over 2y, 0.7% of budgetSkagitonians to Preserve Farmland: $20,000 over 2y, 3.7% of budgetThe Mountains to Sound Greenway Trust: $20,000 over 2y, 0.4% of budgetNorthwest Railway Museum: $13,000 over 2y, 0.4% of budgetLifetime Advocacy Plus: $10,000 over 2y, 0.3% of budgetThe Seattle Aquarium Society: $5,500 over 2y, 0.0% of budgetPacific Science Center Foundation: $5,000 over 1y, 0.0% of budgetUplift Northwest: $5,000 over 2y, 0.0% of budgetPacific Legal Foundation: $5,000 over 1y, 0.0% of budgetTreehouse: $4,000 over 2y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 10.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

United Way of King CountyWA13.4× affinity4 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: United Way of King County · Mightycause Charitable Foundation · Morgan Stanley Global Impact Funding Trust Inc · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Osberg Family Trust with peer funders

About Osberg Family Trust

How much does Osberg Family Trust give?
Osberg Family Trust reported 16 grants totaling $3,284,816 in its FY2020 IRS filing. It funded between 14 and 15 organizations a year over FY2019 to FY2020.
What does Osberg Family Trust fund?
By grant dollars over FY2019 to FY2022, its largest causes are Philanthropy (95%), Environment (1%), Human Services (1%).
Who are Osberg Family Trust's largest grantees?
By total granted over FY2019 to FY2022: Soundview Association ($20k), Skagitonians to Preserve Farmland ($20k), The Mountains to Sound Greenway Trust ($20k).
Does Osberg Family Trust fund new organizations?
In FY2020, 20% of the organizations it funded were first-time grantees.
Does Osberg Family Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Osberg Family Trust?
Its strongest co-funders, measured against what their size predicts, include United Way of King County, Mightycause Charitable Foundation, Morgan Stanley Global Impact Funding Trust Inc.
Where is Osberg Family Trust based?
Osberg Family Trust is based in TX.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 20 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2020, released 2020. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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