Great Oaks Foundation
Great Oaks Foundation is a private foundation based in Memphis, Tennessee, established in 1981. The organization operates as a 501(c)(3) tax-exempt entity and functions primarily as a grantmaking foundation supporting various charitable organizations across the United States.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$27.8M
+178.9% YoY
Annual Giving
$1.3M
+306.5% YoY
Grant Count
22
-4.3% YoY
Avg Grant Size
$60K
+325.0% YoY
Grantmaking
The foundation maintains an active grantmaking program with the following characteristics:
Grant Range
**: $100 to $150,000
Average Grant
**: Approximately $24,603
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Geographic Focus
Where this funder awards grants
The foundation supports organizations across multiple states and cities throughout the United States, including:
- States: California, Georgia, Massachusetts, Tennessee, Texas, Florida, Illinois, Maryland, New York, and others
- Cities: Bismarck, Boston, Charlotte, San Francisco, and numerous additional locations
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year 2023:
- Total Assets: $9,974,095
- Total Revenue: $1,591,152
- Total Expenses: $416,966
- Total Liabilities: $0
Revenue Breakdown (2023):
- Grants and contributions: $1,399,360
- Investment income and dividends: $121,446
- Net gain from sale of non-inventory assets: $70,346
Year-over-Year Changes (2023 vs. 2022):
- Total grants and contributions decreased 59%
- Investment income and dividends increased 138.7%
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $27,817,157 | $9,974,095 | $8,800,515 |
| Revenue | $19,520,199 | $1,591,152 | $3,454,070 |
| Expenses | $1,711,202 | $416,966 | $812,431 |
| Qualifying Distributions | $1,323,000 | $325,475 | $794,500 |
| Net Investment Income | $208,457 | $122,594 | $39,484 |
| Distributable Amount | $1,287,200 | $437,237 | $305,077 |
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
103 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is managed by three volunteer trustees who serve without compensation:
- Catherine S. Fogelman - Trustee, President, and Secretary
- Robert F. Fogelman II - Trustee
- Fran Hyde - Trustee
The foundation is also known as the Martha and Robert Fogelman Foundation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FRAN HYDE | TRUSTEE | 1 | — |
| ROBERT F FOGELMAN II | TRUSTEE | 1 | — |
| CATHERINE S FOGELMAN | TRUSTEE/PRES. & SEC. | 1 | — |
Contact Information
Address: 744 South White Station Road, Memphis, TN 38117
Phone: (901) 761-0906
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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