Calvin & Flavia Oak Foundation Inc

MIAMI BEACH, FL EIN: 59-6192591

Calvin & Flavia Oak Foundation Inc is a private foundation, based in MIAMI BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $202K in total assets. In 2024, it awarded 11 grants totaling $45K. Net investment income was $52K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$202K

-3.4% YoY

Annual Giving

$45K

-2.2% YoY

Grant Count

+10.0% YoY

Avg Grant Size

$4K

-11.1% YoY

Under IRS private-foundation payout rules, Calvin & Flavia Oak Foundation Inc reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.

About Calvin & Flavia Oak Foundation Inc

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $228K (100%)

States

Florida

Cities

MiamiMiami BeachMiami LakesMiami ShoresOrlandoTallahasseeTampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$201,659	$208,710	$242,556
Revenue	$56,455	$30,240	$25,941
Expenses	$63,506	$64,086	$76,236
Qualifying Distributions	$59,061	$60,061	$71,061
Net Investment Income	$52,455	$26,240	$21,941
Distributable Amount	$13,210	$14,626	$18,461

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

55 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Vous Church ($13,000), Moringside K-8 Academy ($5,000), St Rosa of Lima School ($5,000).

Recipient	Purpose	Amount
BASCOM PALMER MIAMI, FL	CHARITABLE	$3,000
BOYS & GIRLS CLUB OF MIAMI DADE MIAMI, FL	CHARITABLE	$3,000
CALVARY CHAPEL MIAMI BEACH, FL	CHARITABLE	$2,000
MORINGSIDE K-8 ACADEMY MIAMI, FL	CHARITABLE	$5,000
MIAMI LIGHTHOUSE FOR THE BLIND MIAMI, FL	CHARITABLE	$3,000
MIAMI RESCUE MISSION MIAMI, FL	CHARITABLE	$3,000
ST PATRICK'S CHURCH MIAMI BEACH, FL	CHARITABLE	$3,000
ST ROSA OF LIMA SCHOOL MIAMI SHORES, FL	CHARITABLE	$5,000
UNIVER OF MIAMI MIAMI, FL	CHARITABLE	$3,000
ABCD MIAMI SHORES, FL	CHARITABLE	$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
CAROLINE CARDENAS	SECRE	2	$4,000
CRAIG RICKERT	PRES/TREAS	7	$14,000

Frequently Asked Questions

How large is Calvin & Flavia Oak Foundation Inc?

As of 2024, Calvin & Flavia Oak Foundation Inc holds $202K in total assets with $56K in annual revenue. It awarded 11 grants totaling $45K in 2024.

Where does Calvin & Flavia Oak Foundation Inc operate?

Calvin & Flavia Oak Foundation Inc has awarded grants in Florida.

What size grants does Calvin & Flavia Oak Foundation Inc award?

In 2024, Calvin & Flavia Oak Foundation Inc awarded 11 grants totaling $45K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Calvin & Flavia Oak Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Calvin & Flavia Oak Foundation Inc reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Calvin & Flavia Oak Foundation Inc's EIN?

Calvin & Flavia Oak Foundation Inc's EIN (Employer Identification Number) is 59-6192591. IRS Form 990 filing data is available on this page for 2020–2024.