Oakwood Foundation Charitable Tr
- Assets
- $13.9m
- Revenue
- $13.4m
- Investments
- $0.0
- Employees
- 0
- Location
- Tupelo, MS
- Founding
- 05/1996
- Data as of
- 12/2021
- EIN
- 64-0858879
Organization Overview
Oakwood Foundation Charitable Tr is located in Tupelo, MS. The organization was established in 1996. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. Oakwood Foundation Charitable Tr 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 12/2021, Oakwood Foundation Charitable Tr generated $13.4m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 2.8% each year. All expenses for the organization totaled $8.2m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Oakwood Foundation Charitable Tr has awarded 464 individual grants totaling $37,072,260. 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 |
|---|---|---|---|
John R Grisham Trustee | 1 | $0 | |
Elizabeth R Grisham Trustee | 1 | $0 | |
Robert E Mcdade Jr Financial Manager | 15 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $13,350,000 |
| Interest on Savings | $257 |
| Dividends & Interest | $982 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $13,351,239 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,412 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $400 |
| Total operating and administrative expenses | $5,662 |
| Contributions, gifts, grants paid | $8,173,673 |
| Total expenses and disbursements | $8,179,335 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1 |
| Savings and temporary cash investments | $13,916,637 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $13,916,638 |
| 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 | $2,250 |
| Total liabilities | $2,250 |
Grants Awarded
Over the last fiscal year, Oakwood Foundation Charitable Tr has awarded $8,173,673 in support to 52 organizations.
| Grant Recipient | Amount |
|---|---|
Washington, DC PURPOSE: GENERAL FUND | $3,000,000 |
UNC CHAPEL HILL PURPOSE: GENERAL FUND | $1,000,000 |
BOSTON CHILDREN'S HOSPITAL PURPOSE: GENERAL FUND | $1,000,000 |
CHILDREN'S HOSPITAL PURPOSE: GENERAL FUND | $500,000 |
AHIP PURPOSE: GENERAL FUND | $500,000 |
Covesville, VA PURPOSE: GENERAL FUND | $300,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Union General Hospital Farmerville, LA | $25,999,661 | $20,373,665 |
Fore Kids Foundation Inc Avondale, LA | $11,128,381 | $16,554,167 |
Willard And Pat Walker Charitable Foundation Inc Fayetteville, AR | $353,155,323 | $36,054,174 |
Haslam Family Foundation Inc Knoxville, TN | $7,594,271 | $428,205 |
Robert E And Jenny D Kirkland Foundation Union City, TN | $287,925,102 | $17,113,043 |
Speer Foundation Brentwood, TN | $160,979,713 | $8,246,449 |
The Haslam 3 Foundation Inc Knoxville, TN | $5,285,692 | $10,045,433 |
Scarlett Family Foundation Nashville, TN | $163,054,305 | $18,551,241 |
Oakwood Foundation Charitable Tr Tupelo, MS | $13,916,638 | $13,351,239 |
Charis Foundation Knoxville, TN | $16,682,566 | $7,998,986 |
Marshall Legacy Foundation Metairie, LA | $37,157,594 | $21,197,543 |
Marshall Heritage Foundation Metairie, LA | $15,210,686 | $21,134,216 |