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Stephen G and Regina Oswald Foundation at a glance

· Private foundation

Stephen G and Regina Oswald Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$684k
Granted FY2025still arriving
13
Grants FY2025still arriving
6
States reached
$250k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Arts & Culture$2.0MEducation$1.5MHealth$546kRecreation & Sports$520kHuman Services$437kPhilanthropy$405kYouth Development$253kCommunity Improvement$150kOther$0
02FY2025 · 13 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k1 grant · $5k
  • $10k–50k8 grants · $187k
  • $50k–250k3 grants · $242k
  • $250k+1 grant · $250k
$28,000
Median grant
6
States reached
$1.4M
Total assets
Largest grants
RecipientAmount
UNIVERSITY OF MICHIGAN$250,000
WORLD WAR II MUSEUM$125,000
KIDDIE HAWK AIR ACADEMY$60,000
MATER DEI HIGH SCHOOL$56,655
CHOC CHILDREN'S FOUNDATION$48,450
ORANGE COUNTY UNITED WAY$31,010
AMERICAN BATTLE MONUMENTS FOUNDATION$28,000
UCI FOUNDATION$25,000
SOUTH COAST REPERTORY$20,000
CASA OF ORANGE COUNTY$15,000
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS$10,000
CHILDREN OF ARMENIA FUND$10,000
ORANGE COUNTY SHERIFFS ADVISORY COUNCIL$5,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY18–25, $392k) land where the poverty rate runs at 12%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%AMERICAN BATTLE MONUMENTS FOUNDATION: $134k → 12%AMERICAN BATTLE MONUMENTS FOUNDATION: $105k → 12%AMERICAN BATTLE MONUMENTS FOUNDATION: $100k → 12%AMERICAN RED CROSS: $25k → 14%AMERICAN BATTLE MONUMENTS FOUNDATION: $28k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

MN
IL
MI
NY
SD
IN
CA
CO
MO
DC
LA
GA
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

91%of every dollar goes to organizations it has funded before.
$5.9M · 26 repeat orgs$558k to everyone else

Grantees it renews have grown median revenue +49% since the first grant, against +6% for those funded once.

26 repeat relationships: 11 still active in FY2025, 15 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

26
20

Total granted

$5.9M
$308k

Median revenue growth · since first grant

+49%
+6%

Still filing today

69%
45%

New vs renewed · share of each year

In FY2025, 62% of grant dollars renewed an existing relationship; $250k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
Arts & CultureEducationHuman ServicesHealthInternationalPhilanthropyOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • TN
    THE NATIONAL WORLD WAR II MUSEUM INC
    6× · 2020–2025 · $1.3M · revenue +52%
  • AB
    AMERICAN BATTLE MONUMENTS FOUNDATION
    4× · 2022–2025 · $367k · revenue +23% · 34% of their budget
  • CH
    CRAZY HORSE MEMORIAL FOUNDATION
    3× · 2018–2021 · $300k · revenue +5%

Funded once

  • NF
    NATIONAL FOOTBALL FOUNDATION AND COLLEGE HALL OF FAME
    one grant, 2022 · $50k
  • OS
    OLD ST PATRICKS CHURCH
    one grant, 2022 · $50k
  • CURE DUCHENNE
    one grant, 2022 · $50k · revenue -31%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Children's Hospital of Orange County

To nurture, advance and protect the health and well-being of children.

Health
2
Children's Healthcare of California

The primary exempt purpose of children's healthcare of california includes without limitation the receipt of distributions and grants for the making of distributions and grants to children's hospital of orange county (choc) and to…

Health
3
University of Southern California

The central mission of the university of southern california is the development of human beings and society as a whole through the cultivation and enrichment of the human mind and spirit. the principal means by which our mission is…

Education
4
Association of California School Administrators

The association serves its members by creating resources that enable california school administrators to develop and apply creative leadership and management skills and in turn, improve the educational process for all students.

—
5
American Society of Clinical Oncology Inc

See schedule o:asco is a professional oncology society committed to conquering cancer through research, education, and promotion of the highest quality patient care.

Health
6
Ucla Foundation

The ucla foundation is the giving, receiving, and investing arm of the ucla campus. the foundation enables private donors to help build, sustain and advance one of the world's finest academic and research institutions. private philanthropy…

Education
7
Occidental College

See schedule othe mission of occidental college is to provide a gifted and diverse group of students with a total educational experience of the highest quality - one that prepares them for leadership in an increasingly complex,…

Education
8
The Children's Hospital of Philadelphia

The children's hospital of philadelphia, the oldest hospital in the united states dedicated exclusively to pediatrics, strives to be the world leader in the advancement of health care for children by integrating excellent patient care,…

Health
9
Usc Care Medical Group Inc

To promote health by engaging in the practice of medicine for patients of hospitals affiliated with the university of southern california keck school of medicine and elsewhere. to provide medical care to the sick and injured who may come…

Health
10
The Jonsson Cancer Center Foundation

The jonsson cancer center foundation is the single most important vehicle for raising private funds for cancer research at ucla and plays a key role in advancing cancer treatments and care. please see schedule o for additional information.

—
11
The California Channel

To distribute public affairs and other educational information in order to create an electronic bridge between californians and their public officials, and, in the process educate a new generation of voting citizens and civic leaders who…

—
12
City of Hope

City of Hope's mission is to make hope a reality for all touched by cancer and diabetes. PLEASE SEE SCHEDULE O FOR A CONTINUATION OF OUR MISSION

Health
How this is measured
The grantee most central to the portfolio’s shape is Orange County Community Foundation; the most unlike its peers is Dare to Dream Africa Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

31 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 31 of the 50 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

2
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
31/31
Grantees still filing
22/31
Grew since first funded

Where the money sits, by cause and then by grantee

SAINT JEANNE DE LESTONNAC: $727,590 · OtherSAINT JEANNE DE LESTONNACIndividual grant recipient: $700,000 · OtherIndividual grant recipientMATER DEI HIGH SCHOOL ROMAN CATHOLIC BISHOP OF ORANGE: $606,764 · OtherMATER DEI HIGH SCHOOL ROMAN CATHOLIC BISHOP OF ORANGEUniversity of Michigan: $250,000 · OtherUniversity of MichiganLA CHARGERS IMPACT FUND: $250,000 · OtherLA CHARGERS IMPACT FUNDMATER DEI HIGH SCHOOL BASEBALL: $219,500 · OtherMATER DEI HIGH SCHOOL BASEBALLLIVING LEGENDS OF AVIATION: $140,000 · Other+23 more: $640,570 · Other+23 moreTHE NATIONAL WORLD WAR II MUSEUM INC: $1,340,000 · Arts & CultureTHE NATIONAL WORLD WAR II MUSEU…CRAZY HORSE MEMORIAL FOUNDATION: $300,000 · Arts & CultureCRAZY HORSE MEMORIAL FOUNDATIONPacific Symphony: $153,064 · Arts & CulturePacific SymphonySOUTH COAST REPERTORY INC: $76,732 · Arts & Culture+1 more: $14,500 · Arts & CultureORANGE COUNTY'S UNITED WAY: $392,030 · PhilanthropyPACIFIC CLUB IMPACT FOUNDATION: $58,150 · Philanthropy+2 more: $12,500 · PhilanthropyAMERICAN BATTLE MONUMENTS FOUNDATION: $367,068 · Human ServicesAmerican National Red Cross & Its Constituent Chapters and Branches: $25,000 · Human Services+2 more: $3,500 · Human ServicesCHOC FOUNDATION: $205,700 · HealthCURE DUCHENNE: $50,000 · HealthAMERICAN CANCER SOCIETY INC: $15,000 · Health+2 more: $6,100 · HealthTHE KIDDIE HAWK AIR ACADEMY: $183,400 · Youth DevelopmentLos Angeles Chargers Charities: $150,000 · Community Improvement
Other$3,534,424Arts & Culture$1,884,296Philanthropy$462,680Human Services$395,568Health$276,800Youth Development$183,400Community Improvement$150,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE NATIONAL WORLD WAR II MUSEUM INC: $1,340,000 over 6y, 0.5% of budgetORANGE COUNTY'S UNITED WAY: $392,030 over 4y, 1.3% of budgetAMERICAN BATTLE MONUMENTS FOUNDATION: $367,068 over 4y, 34% of budgetCRAZY HORSE MEMORIAL FOUNDATION: $300,000 over 3y, 1.0% of budgetUniversity of Michigan: $250,000 over 1y, 39% of budgetCHOC FOUNDATION: $205,700 over 6y, 0.1% of budgetTHE KIDDIE HAWK AIR ACADEMY: $183,400 over 3y, 6.5% of budgetPacific Symphony: $153,064 over 3y, 0.4% of budgetLos Angeles Chargers Charities: $150,000 over 3y, 7.8% of budgetUNIVERSITY OF CALIFORNIA IRVINE FOUNDATION: $100,000 over 6y, 0.0% of budgetCHILDREN OF ARMENIA FUND INC DBA CHILDREN OF ARMENIA FUND COAF: $90,000 over 4y, 0.7% of budgetCOURT APPOINTED SPECIAL ADVOCATE OF ORANGE COUNTY: $82,610 over 4y, 0.8% of budgetSOUTH COAST REPERTORY INC: $76,732 over 4y, 0.4% of budgetPACIFIC CLUB IMPACT FOUNDATION: $58,150 over 3y, 15% of budgetCURE DUCHENNE: $50,000 over 1y, 0.9% of budgetUniversity of Chicago: $35,000 over 2y, 0.0% of budgetORANGE COUNTY SHERIFFS ADVISORY COUNCIL: $26,310 over 6y, 2.1% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $25,000 over 1y, 0.0% of budgetWORLD CENTRAL KITCHEN INC: $25,000 over 1y, 0.0% of budgetKINDERVISION FOUNDATION INC: $24,000 over 1y, 8.4% of budgetAMERICAN CANCER SOCIETY INC: $15,000 over 2y, 0.0% of budgetSegerstrom Center for the Arts: $14,500 over 2y, 0.0% of budgetSAMUELI ACADEMY: $10,000 over 1y, 0.1% of budgetHOLLYWOOD CHARITY HORSE SHOW: $10,000 over 1y, 1.6% of budgetAIDS Services Foundation Orange County: $8,000 over 2y, 0.1% of budgetMAYO CLINIC: $6,000 over 2y, 0.0% of budgetORANGE COUNTY COMMUNITY FOUNDATION: $2,500 over 1y, 0.0% of budgetCASA TERESA INC: $2,500 over 2y, 0.1% of budgetBOYS & GIRLS CLUBS OF CENTRAL ORANGE COAST: $1,000 over 1y, 0.0% of budgetGUIDE DOGS FOR THE BLIND INC: $1,000 over 1y, 0.0% of budgetSHRINERS HOSPITALS FOR CHILDREN: $100 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds THE NATIONAL WORLD WAR II MUSEUM INC ↗
  • Who funds ORANGE COUNTY'S UNITED WAY ↗
  • Who funds AMERICAN BATTLE MONUMENTS FOUNDATION ↗
  • Who funds CRAZY HORSE MEMORIAL FOUNDATION ↗
  • Who funds University of Michigan ↗
  • Who funds CHOC FOUNDATION ↗
  • Who funds THE KIDDIE HAWK AIR ACADEMY ↗
  • Who funds Pacific Symphony ↗
  • Who funds Los Angeles Chargers Charities ↗
  • Who funds UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION ↗
  • Who funds CHILDREN OF ARMENIA FUND INC DBA CHILDREN OF ARMENIA FUND COAF ↗
  • Who funds COURT APPOINTED SPECIAL ADVOCATE OF ORANGE COUNTY ↗
  • Who funds SOUTH COAST REPERTORY INC ↗
  • Who funds PACIFIC CLUB IMPACT FOUNDATION ↗
  • Who funds CURE DUCHENNE ↗
  • Who funds University of Chicago ↗
  • Who funds ORANGE COUNTY SHERIFFS ADVISORY COUNCIL ↗
  • Who funds American National Red Cross & Its Constituent Chapters and Branches ↗
  • Who funds WORLD CENTRAL KITCHEN INC ↗
  • Who funds KINDERVISION FOUNDATION INC ↗
  • Who funds AMERICAN CANCER SOCIETY INC ↗
  • Who funds Segerstrom Center for the Arts ↗
  • Who funds SAMUELI ACADEMY ↗
  • Who funds HOLLYWOOD CHARITY HORSE SHOW ↗
  • Who funds AIDS Services Foundation Orange County ↗
  • Who funds MAYO CLINIC ↗

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.

Orange County Communi…Argyros Family Founda…Edwards Lifesciences …The Ayco Charitable F…Frome Family Foundati…The Devto Support Fou…Jewish Community Foun…Farmers & Merchants B…The Blackbaud Giving …The Chicago Community…American Endowment Fo…Jpmorgan Chase Founda…
Orange County Community FoundationCA20.7× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Orange County Community Foundation · Argyros Family Foundation · Edwards Lifesciences Foundation · The Ayco Charitable Foundation · Frome Family Foundation · The Devto Support Foundation · Jewish Community Foundation of Orange County · Farmers & Merchants Bank Foundation · The Blackbaud Giving Fund · The Chicago Community Trust · American Endowment Foundation · Jpmorgan Chase 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.

How much its grantees rely on government

Each dot is one organization Stephen G and Regina Oswald Foundation funds: left to right is the share of its income from government, bottom to top the share from Stephen G and Regina Oswald Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%3%10%23%40%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 0%
  • Shriners Hospitals for Children: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
9report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

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 50 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Stephen G and Regina Oswald’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home