Oakstone Foundation Inc
- Assets
- $2.1m
- Revenue
- $476.1k
- Investments
- $2.1m
- Employees
- 0
- Location
- Windermere, FL
- Founding
- 03/2010
- Data as of
- 12/2021
- 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.
Since 2015, Oakstone Foundation Inc has awarded 42 individual grants totaling $703,500. 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 Treasuer | 0.5 | $0 | |
Jenica S Timmes President | 0.5 | $0 | |
Chelsea A Steele Secretary | 0.05 | $0 | |
Caitlin M Gonzales Vice President | 0.05 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $43,652 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $432,492 |
| Capital Gain Net Income | $432,492 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $476,144 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $753 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $75 |
| Total operating and administrative expenses | $14,699 |
| Contributions, gifts, grants paid | $110,000 |
| Total expenses and disbursements | $124,699 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $3,174 |
| 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 | $2,090,481 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,093,655 |
| 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 |
|---|---|
LAKELAND REGIONAL HEALTH FOUNDATION PURPOSE: PROVIDE SUPPORT TO THE PAVILION FOR WOMEN & CHILDREN CAMPAGIN. | $30,000 |
Orlando, FL 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 |
FIRST PRESBYTERIAN CHURCH PURPOSE: IN HONOR OF THE LATE JAMIE SHOFNER WESTON. | $25,000 |
Orlando, FL 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 |
ADVENT HEALTH FOUNDATION PURPOSE: TO SUPPORT THE PEDIATRIC DERMATOLOGY PROGRAM FOR CHILDREN. | $10,000 |
GRACE MEDICAL HOME PURPOSE: TO PROVIDE QUALITY HEALTH CARE FOR THE OVERLOOKED AND UNINSURED IN THE COMMUNITY. | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Murray & Sydell Rosenberg Foundation Inc Atlanta, GA | $5,561,714 | $74,985,544 |
Joseph B Whitehead Foundation Atlanta, GA | $148,285,590 | $58,163,845 |
Emergency Assistance Foundation Inc West Palm Beach, FL | $75,784,415 | $87,494,207 |
Winshape Foundation Inc Atlanta, GA | $1,733,664,901 | $22,099,572 |
A Good Name Foundation Inc Atlanta, GA | $709,299,721 | $33,917,740 |
Jane Woodruff Foundation Inc Atlanta, GA | $0 | $54,999,988 |
Truist Foundation Inc Orlando, FL | $535,253,915 | $119,578,224 |
Ups Foundation Inc Atlanta, GA | $8,317,427 | $54,799,163 |
Leslie L Alexander Foundation Delray Beach, FL | $372,501,228 | $8,282,313 |
Publix Super Markets Charities Inc Lakeland, FL | $259,322,738 | $58,315,085 |
O Wayne Rollins Foundation Atlanta, GA | $468,654,801 | $21,609,282 |
Goizueta Foundation Inc Atlanta, GA | $444,757,286 | $34,966,270 |