Great Oaks Foundation Inc
The mission of the Great Oaks Foundation is to provide students with access to a quality education through high-dosage tutoring. We envision an America where every child has the support of a tutor to enable them to realize their full human potential.
Great Oaks Foundation Inc at a glance
- Total assets
- $31,224,378
- +11.2% vs 2024
- Revenue (2025)
- $18,396,250
- +49.1% vs 2024
- Expenses (2025)
- $13,970,683
- +12.9% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Great Oaks Foundation Inc funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How Great Oaks Foundation Inc gives
- Giving fell 50% from 2020 to 2023. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2023, annual grant giving ranged from $185K (2021) to $1.6M (2019). In 2023 it made 2 grants totaling $203K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Great Oaks Charter School Bridgeport Inc Bridgeport, CT | Support of High-Performance Charter School | $166,750 |
| Great Oaks Charter School New York New York, NY | Support of High-Performance Charter School | $36,688 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants |
|---|---|---|---|---|---|
| 2025 | $31,224,378 | $18,396,250 | $13,970,683 | — | — |
| 2024 | $28,079,161 | $12,341,108 | $12,374,836 | — | — |
| 2023 | $3,509,020 | $8,261,567 | $8,749,278 | $203,438 | 2 |
| 2022 | $2,578,218 | $10,108,472 | $10,252,493 | $484,669 | 2 |
| 2021 | $2,451,527 | $9,169,233 | $8,434,319 | $185,185 | 1 |
| 2020 | $2,073,779 | $9,230,122 | $9,171,148 | $402,900 | 3 |
| 2019 | $1,934,619 | $8,698,452 | $8,651,464 | $1,608,000 | 4 |
About Great Oaks Foundation Inc
Based on IRS filings
Great Oaks Foundation Inc is a public charity, based in New York, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $31.2M in total assets.
Leadership & Key People
Officers and directors from IRS filings
Great Oaks Foundation Inc is led by Michael Duffy, President on every filing since 2019; 9 of 18 officers listed in 2025 are compensated.
Officers on the 2025 filing
Michael Duffy
President
On filings since 2019
40 hrs/week
$212K (2019) → $264K (2025)
Adam Weinstein
Chair
On filings since 2019
5 hrs/week
No compensation reported
Darius Rose
Director of Recruitment
On filings since 2024
40 hrs/week
$116K (2024) → $120K (2025)
Sherquana Charles
Director of Finance
On filings since 2024
40 hrs/week
$120K (2025)
Derrick Diggs
Director
Member → Director, 2020
On filings since 2019
1 hr/week
No compensation reported
Susan Stroud
Director
On filings since 2021
1 hr/week
No compensation reported
Charlotte Adjchavanich
Director
On filings since 2022
1 hr/week
No compensation reported
Aaron Daly
Director
New on the 2025 filing
1 hr/week
No compensation reported
Samantha Owades
Director
New on the 2025 filing
1 hr/week
No compensation reported
Sid Vaidya
Director
New on the 2025 filing
1 hr/week
No compensation reported
Vanessa Ceas
Vice President
Chief Talent Officer → Vice President, 2023
On filings since 2019
40 hrs/week
$104K (2019) → $176K (2025)
Hector Calderon
Chief Equity Officer
Nat'l Director of Teacher Development → Director of Teacher Development, 2021
Director of Teacher Development → Chief Equity Officer, 2023
On filings since 2020
40 hrs/week
$102K (2020) → $140K (2025)
Elie Bilmes
Chief Program Officer
Director of Program Development → Chief Program Officer, 2023
On filings since 2022
40 hrs/week
$107K (2022) → $152K (2025)
Christina Venable Director Of
Philanthropy & Special Initiatives
On filings since 2023
40 hrs/week
$115K (2023) → $126K (2025)
Jean Lombardi
Chief Operating Officer
On filings since 2024
40 hrs/week
$128K (2024) → $146K (2025)
Lorimar Morillo
Senior Business Manager
New on the 2025 filing
40 hrs/week
$121K (2025)
Susan Mustokoff Akselrad
Secretary
On filings since 2019
5 hrs/week
No compensation reported
Michael Brown
Treasurer
Director → Treasurer, 2021
On filings since 2020
5 hrs/week
No compensation reported
Former officers (27)
- Former: Benjamin Chan (2019–2024) — Chief Financial Officer
- Former: Peggy Shaughnessy (2019–2024) — Director
- Former: Liliana Polo-McKenna (2020–2024) — Director
- Former: Gerald Allen (2022–2024) — Director
- Former: Jennifer Perkins (2023–2024) — Director of Partnerships
- Former: David Drewes (2019–2023) — Director
- Former: Joshua Thomases (2019–2023) — Executive Vice President
- Former: Odd Eiken (2019–2023) — Director
- Former: Amirpasha Zandieh Director Of (2023) — Program Improvement & Research
- Former: Lauren Perkins Chief Op- (2023) — Erating Officer
- Former: Lauren Perkins (2019–2022) — Chief Operating Officer
- Former: Maureen Sherry (2019–2022) — Director
- Former: Tamur Cajoux (2021–2022) — Director of Finance
- Former: Anthony Shaw Chief (2022) — Programs Officer
- Former: Jay Cross (2019–2021) — Director
- Former: Mary Brabeck (2019–2021) — Director
- Former: Steve Klinsky (2019–2021) — Chair Emeritus
- Former: Anthony Shaw (2020–2021) — Chief Programs Officer
- Former: Megan Benay (2020–2021) — Director of Data Systems
- Former: Aisha Williams (2021) — Director Fo School Culture
- Former: Patricia Carey (2021) — Director
- Former: Gerald Esposito (2019–2020) — Treasurer
- Former: Bill Stephney (2019) — Member
- Former: Gregorio Mayers (2019) — Member
- Former: Liliana Polo (2019) — Member
- Former: MICHAEL MCGREGORthrough (2019) — Chief Operations Officer
- Former: Timberly Wilson (2019) — Director of Curriculum
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $264K, to Michael Duffy (President). 9 officers or directors reported compensation on that filing.
Frequently asked questions about Great Oaks Foundation Inc
How large is Great Oaks Foundation Inc?
Great Oaks Foundation Inc reported $31.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $18.4M.
Where does Great Oaks Foundation Inc operate?
Great Oaks Foundation Inc has awarded grants in Connecticut, Delaware, New Jersey, New York.
What is Great Oaks Foundation Inc's EIN?
Great Oaks Foundation Inc's EIN (Employer Identification Number) is 27-5281234. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990 for fiscal year 2019 (received by the IRS July 8, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2019–2024
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Great Oaks Foundation Inc down — hundreds of funders to go?