Oakstone Foundation Inc
- Assets
- $1.9m
- Revenue
- -$49.4k
- Investments
- $1.9m
- Employees
- 0
- Location
- Windermere, FL
- Founding
- 03/2010
- Data as of
- 12/2022
- EIN
- 27-1568754
Organization Overview
Oakstone Foundation Inc is located in Windermere, FL. The organization was established in 2010. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Oakstone Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Oakstone Foundation Inc generated -$49.4k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 3.4% each year. All expenses for the organization totaled $136.3k during the year ending 12/2022. While expenses have increased by 0.0% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Oakstone Foundation Inc has awarded 48 individual grants totaling $812,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William A Steele Treasurer | 1 | $0 | |
Jenica S Timmes President | 1 | $0 | |
Chelsea A Steele Secretary | 0 | $0 | |
Caitlin M Gonzales Vice President | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $44,848 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$94,273 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | -$49,425 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $11,858 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $89 |
| Total operating and administrative expenses | $26,342 |
| Contributions, gifts, grants paid | $110,000 |
| Total expenses and disbursements | $136,342 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,956 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,905,932 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,907,888 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Oakstone Foundation Inc has awarded $110,000 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
ADVENT HEALTH FOUNDATION PURPOSE: TO EXPAND THE QUALITY OF HEALTHCARE IN THE COMMUNITY. | $10,000 |
CENTRAL FLORIDA FOUNDATION PURPOSE: CENTRAL FLORIDA FOUNDATION MANAGES AND INVESTS FUNDS, OFFERS PERSONALIZED SERVICE AND EXPERT GIVING ADVICE, CONNECTS CARING PEOPLE, BUSINESSES, GOVERNMENTS AND ORGANIZATIONS TO LOCAL INITIATIVES THAT BUILD AND INSPIRE COMMUNITY, AND EMPOWERS THEM TO MAKE INFORMED DECISIONS THAT MAKE A DIFFERENCE NOW AND IN THE FUTURE. | $10,000 |
LAKELAND REGIONAL HEALTH FOUNDATION PURPOSE: PROVIDE SUPPORT TO THE PAVILION FOR WOMEN & CHILDREN CAMPAGIN. | $30,000 |
FIRST PRESBYTERIAN CHURCH PURPOSE: TO MAKE AND MATURE DISCIPLES FOR JESUS CHRIST WITH THE COMMUNITY. | $25,000 |
GRACE MEDICAL HOME PURPOSE: TO PROVIDE QUALITY HEALTH CARE FOR THE OVERLOOKED AND UNINSURED IN THE COMMUNITY. | $10,000 |
PET ALLIANCE OF GREATER ORLANDO PURPOSE: TO PROVIDE SUPPORT FOR THE COMMUNITY (STRAY) CAT PROGRAM TO HUMANELY REDUCE THE NUMBER OF STRAY CATS THROUGH TARGETED HIGH VOLUME TRAPS, NEUTER, VACCINATE, AND RELEASE. | $25,000 |