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Ospreytree Foundation EIN 82-3316453

Ospreytree Foundation

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A private foundation based in Corona Dl Mar, CA. It reported about $1.3M in revenue for 2024. For fiscal year 2025 it reported $1.3M in revenue, $448K in expenses, and $6.3M in net assets.Pt I

Type
Private foundation / grantmaker · Foundations & Grantmakers
Location
Corona Dl Mar, CA
Filings
6 on file (2020–2025)
Revenue
$1.3MFY2025
Expenses
$448K
Net assets
$6.3M
People
2
Filings
6
Updates
0
More identity details & actions ⌄
EIN  82-3316453 Private foundation / grantmaker Corona Dl Mar, CA
Form 990 (PDF)
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Size
$1–10M
What they do
A private foundation based in Corona Dl Mar, CA. It reported about $1.3M in revenue for 2024.
Leadership
Marilyn Sutton · Trustee
Money in and out
$1.3M revenue, $448K expenses
Bottom line
—
Grants paid & assets · FY2025
Total revenue
$1.3M
Pt VIII · Ln 12
Total expenses
$448K
Pt IX · Ln 25
Net assets
$6.3M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $900K
Total assets
6.3M
deployed as grants and operations
Grants paid
377K
in FY2025
Grants made
12grants
total in period
Payout rate
6%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 12 grants · $377K · 2024–2024
Orange County Community FoundationFY2024$126,120
Wind Youth Services INCCA · FY2024$25,000
Next Move Homeless ServicesCA · FY2024$25,000
The PlaceFY2024$25,000
Prodigy Ventures INCCO · FY2024$25,000
Waking the VillageCA · FY2024$25,000
Kenzi's CausesFY2024$25,000
Habitat for HumanityFY2024$25,000
Earthlinks INCCO · FY2024$25,000
Elk Grove HartFY2024$21,820
The Matthews HouseFY2024$20,000
Forward GlobalFY2024$8,647

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV5
Average grantPart XV$31K
Median grantPart XV$25K
Largest grantPart XV$126K
Top cause focusNTEEEmployment (8%)

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF
Revenue
$1.3M
FY2025▲ +12%
Expenses
$448K
FY2025▲ +33%
Total assets
$6.3M
FY2025▲ +17%
Total liabilities
$0
FY2025
Total revenue
$1.3M
Pt VIII · Ln 12
Total expenses
$448K
Pt IX · Ln 25
Net assets
$6.3M
Pt X · Ln 32
Total assetsPt II$6.3M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item COspreytree Foundation
EINHdr · item D82-3316453
Principal addressHdr · item CCorona Dl Mar, CA
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T22)
Ruling yearIRS BMFMay 2018

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Contributions & grants$1.0M · 74%
Investment income$343K · 25%
Contributions & grants74%$1.0M
Investment income25%$343K
Other revenue$5K
Total revenueLn 12$1.3M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.84 Operating & administrative $0.16
Grants & contributions paid84%$377K
Operating & administrative16%$71K
Total functional expensesLn 25$448K

Balance Sheet

Part X · end of year
CashLn 1$43K
Total assetsLn 16$6.3M
Total liabilitiesLn 26$0
Total net assetsLn 32$6.3M
Months of cash on handcomputed1.2

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $6.3M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $1.3M
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $1.3M
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $1.3M · Prior year $1.2M
+12%
Revenue CAGR
FY2019 $143K · FY2024 $1.3M
+57%
Net-asset trend (YoY)
End of year $6.3M · Beginning of year $5.4M
+17%
Balance sheet
Surplus Margin
Revenue $1.3M · Expenses $448K
+67%
Liabilities-to-Assets
Total liabilities $0 · Total assets $6.3M
0%
Net-asset ratio
Net assets $6.3M · Total assets $6.3M
100%
People & payroll
Highest Reported Total Compensation
Individual Marilyn Sutton · Reported title TRUSTEE · Highest reported compensation $0 · Total expenses $448K
0%
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth 12%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$1.3M revenue · viewing · ⤓ 990 PDF
FY2024$1.2M revenue · ⤓ 990 PDF
FY2023$106K revenue · ⤓ 990 PDF
FY2022$296K revenue · ⤓ 990 PDF
FY2021$195K revenue · ⤓ 990 PDF
FY2020$143K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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