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The Robert And Marcia Oswald Family Foundation

  • Naples, FL
  • Tax-exempt since Jan. 2002
  • EIN: 91-2157371

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Corporate Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$81.8k (2024)

Expenses
$119k (2024)

Total Assets
$1.44M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$81,762
Expenses
$118,788
Net Income
-$37,026
Net Assets
$1,437,774
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,746
5.8%
Interest Revenue $16,564
20.3%
Dividends $28,119
34.4%
Sales of Assets $32,333
39.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $104,121
87.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,437,774
Total Liabilities $0
Net Assets $1,437,774
Compensation
Key Employees and Officers Compensation Other
Robert S Oswald (President) $0 $0

Document Links

990-PF
Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$69,822
Expenses
$111,835
Net Income
-$42,013
Net Assets
$1,474,800
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $6,545
9.4%
Interest Revenue $16,239
23.3%
Dividends $28,362
40.6%
Sales of Assets $18,676
26.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $97,795
87.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,474,800
Total Liabilities $0
Net Assets $1,474,800
Compensation
Key Employees and Officers Compensation Other
Robert S Oswald (President) $0 $0

Document Links

990-PF
Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,577
Expenses
$120,156
Net Income
-$100,579
Net Assets
$1,516,813
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $6,934
35.4%
Interest Revenue $12,792
65.3%
Dividends $24,497
> 100%
Sales of Assets -$24,646
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $104,774
87.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,516,813
Total Liabilities $0
Net Assets $1,516,813
Compensation
Key Employees and Officers Compensation Other
Robert S Oswald (President) $0 $0

Document Links

990-PF
Filed on May 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$93,638
Expenses
$104,124
Net Income
-$10,486
Net Assets
$1,617,392
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,153
5.5%
Interest Revenue $7,503
8.0%
Dividends $29,604
31.6%
Sales of Assets $51,378
54.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $89,153
85.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,617,392
Total Liabilities $0
Net Assets $1,617,392
Compensation
Key Employees and Officers Compensation Other
Robert S Oswald (President) $0 $0

Document Links

990-PF
Filed on May 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$827,743
Expenses
$76,000
Net Income
$751,743
Net Assets
$1,628,086
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $698,102
84.3%
Interest Revenue $9,037
1.1%
Dividends $13,107
1.6%
Sales of Assets $107,497
13.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $66,882
88.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,628,087
Total Liabilities $1
Net Assets $1,628,086
Compensation
Key Employees and Officers Compensation Other
Robert S Oswald (President) $0 $0

Document Links

990-PF
Filed on Nov. 19, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$51,037
Expenses
$72,237
Net Income
-$21,200
Net Assets
$876,843
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,945
11.6%
Interest Revenue $8,982
17.6%
Dividends $14,254
27.9%
Sales of Assets $21,856
42.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $62,690
86.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $876,843
Total Liabilities $0
Net Assets $876,843

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,995
Expenses
$57,609
Net Income
-$31,614
Net Assets
$761,063
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,673
18.0%
Interest Revenue $6,148
23.7%
Dividends $10,995
42.3%
Sales of Assets $4,179
16.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $48,923
84.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $761,063
Total Liabilities $0
Net Assets $761,063

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$134,067
Expenses
$54,177
Net Income
$79,890
Net Assets
$793,018
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $106,784
79.6%
Interest Revenue $5,495
4.1%
Dividends $10,300
7.7%
Sales of Assets $11,488
8.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,759
84.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $793,018
Total Liabilities $0
Net Assets $793,018

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$160,930
Expenses
$44,742
Net Income
$116,188
Net Assets
$713,278
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $125,232
77.8%
Interest Revenue $4,037
2.5%
Dividends $9,262
5.8%
Sales of Assets $22,399
13.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,282
83.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $713,278
Total Liabilities $0
Net Assets $713,278

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,587
Expenses
$44,437
Net Income
-$19,850
Net Assets
$597,090
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,299
17.5%
Interest Revenue $3,022
12.3%
Dividends $9,046
36.8%
Sales of Assets $8,220
33.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,062
83.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $597,090
Total Liabilities $0
Net Assets $597,090

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$136,625
Expenses
$48,474
Net Income
$88,151
Net Assets
$616,940
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $73,300
53.7%
Interest Revenue $107
0.1%
Dividends $7,590
5.6%
Sales of Assets $55,628
40.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,086
78.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $616,940
Total Liabilities $0
Net Assets $616,940

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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