Live Oak Foundation
Live Oak Foundation is a private foundation based in Ocala, Florida. Its 2025 filing reports 37 grants totaling $229,100, with recipients in several states, primarily New York and Florida.
Live Oak Foundation at a glance
In short: Live Oak Foundation gave $229K across 37 grants in 2025 (avg $6K), mostly in New York. 19% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $229,100
- -1.6% vs 2024
- Grants made (2025)
- 37
- -7.5% vs 2024
- Average grant
- $6,192
- +6.4% vs 2024
- Median grant
- $1,000
- Total assets
- $2,936
- -52.9% vs 2024
- New grantees (estimate)
- 19% first-time grantees (7 of 37, 2025)
- Primary geography
- New York (70% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Live Oak Foundation
- How to Apply
-
The 2024 filing lists Wells Fargo Bank as the contact and states that no form or other materials are required, there is no deadline, and there are no restrictions on awards.
- Contact
Application contact: Wells Fargo Bank
Mailing address: 1500 Market Street, Philadelphia, PA 19102
Phone: (215) 973-3143
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Live Oak Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was National Museum of Racing Hall of Fame ($112K). Together the top 10 received $207K.
Grant Size Distribution
180 grants across all recorded years
The most common grant size was under $50K: 171 grants of 180 (95%).
Geographic Focus
Where this funder awards grants
In 2025, 70% of grant dollars went to recipients in New York and 26% to recipients in Florida. The remaining reported shares went to Kentucky, Michigan, and Maryland, at 1% each.
Grant Distribution by State
Share of 2025 grant dollars across all 37 itemized grants.
States
Cities
Is Live Oak Foundation open to new grantees?
19%
first-time grantees, 2025
In 2025, 7 of 37 grantees (19%) were first-time recipients. First grants averaged $1K; repeat grants $7K. How we count
Medians: $500 first-time, $1K repeat.
- 62% of 2025 grantees were also funded in 2024. Method
- Giving grew 69% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $135K (2022) to $509K (2020). In 2025 it made 37 grants totaling $229K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| National Museum of Racing Hall of Fame Saratoga Springs, NY | General Operating | $112,000 |
| Jupiter Medical Center Foundation Jupiter, FL | General Operating | $50,000 |
| Double H Ranch Lake Luzerne, NY | General Operating | $10,000 |
| Grayson -Jockey Club Research Foundation New York, NY | General Operating | $10,000 |
| The Little Club 1896 Foundation Saratoga Springs, NY | General Operating | $6,000 |
| China Institute in America New York, NY | General Operating | $5,000 |
| NYC Parents in Action Inc New York, NY | General Operating | $5,000 |
| Best Saratoga Springs, NY | General Operating | $4,000 |
| Nature Conservancy Altamonte Springs, FL | General Operating | $2,500 |
| University of Kentucky Lexington, KY | General Operating | $2,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2025 | $2,936 | $231,797 | $234,100 | $229,100 | 37 | $229,100 | $1,210 |
| 2024 | $6,240 | $242,550 | $242,650 | $232,850 | 40 | $237,650 | $1,762 |
| 2023 | $5,339 | $247,094 | $244,250 | $239,250 | 35 | $239,250 | $1,036 |
| 2022 | $2,494 | $114,978 | $140,450 | $135,450 | 30 | $135,450 | $1,290 |
| 2021 | $27,966 | $496,264 | $495,750 | $490,750 | 38 | — | $2,443 |
| 2020 | $1,452 | $515,452 | $515,450 | $509,200 | 27 | — | $1,029 |
Under IRS private-foundation payout rules, Live Oak Foundation reported a distributable amount of $1K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The available information does not state the foundation’s mission. Its 2025 grants included support for organizations working in areas such as health care, arts and culture, equine welfare, environmental conservation, and youth services. For example, Jupiter Medical Center Foundation describes its mission as securing resources to sustain clinical excellence and quality of care at Jupiter Medical Center and its affiliates. China Institute says it advances understanding of China through education, culture, business, and art; Equine Advocates describes work to rescue and protect equines and prevent their abuse.
Grantmaking
In 2025, the foundation made 37 grants totaling $229,100. Awards ranged from $100 to $112,000, with a median grant of $1,000. The largest grants included $112,000 to the National Museum of Racing Hall of Fame and $50,000 to Jupiter Medical Center Foundation, both for general operating support. Other notable awards included $10,000 each to Double H Ranch and Grayson-Jockey Club Research Foundation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Charlotte C. Weber, Juliet W. Reid, Christina W. Whitney, Chester C. Weber, and John C. Weber as co-trustees.
Live Oak Foundation's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Charlotte C. Weber
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Chester C. Weber
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Christina W. Whitney
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
John C. Weber
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Juliet W. Reid
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Live Oak Foundation
How much does Live Oak Foundation give each year?
Live Oak Foundation gave $229K across 37 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $233K across 40 grants.
What is Live Oak Foundation's typical grant size?
Live Oak Foundation's median grant in 2025 was $1,000, and its average grant was $6,192, across 37 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Live Oak Foundation that year got $1K on average.
Where does Live Oak Foundation give grants?
Live Oak Foundation gives mostly in New York: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (26%). The most frequent recipient cities were New York, NY (10 grants), Saratoga Springs, NY (4 grants), Elmont, NY (2 grants) and Tallahassee, FL (2 grants).
Does Live Oak Foundation give general operating support?
Yes: 100% of Live Oak Foundation's 2025 grants with a stated purpose (37 of 37) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Live Oak Foundation's largest grantees?
Live Oak Foundation's largest 2025 grantees include National Museum of Racing Hall of Fame ($112,000), Jupiter Medical Center Foundation ($50,000) and Double H Ranch ($10,000), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.
How large is Live Oak Foundation?
Live Oak Foundation reported $3K in total assets on its 2025 IRS Form 990-PF. It paid out $229K in qualifying distributions that year, against a required minimum of $1K (roughly 5% of its investment assets).
What does Live Oak Foundation fund?
The available information does not state the foundation’s mission. Its 2025 grants included support for organizations working in areas such as health care, arts and culture, equine welfare, environmental conservation, and youth services. See mission & focus areas ↑
How do I apply for a grant from Live Oak Foundation?
The 2024 filing lists Wells Fargo Bank as the contact and states that no form or other materials are required, there is no deadline, and there are no restrictions on awards. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Live Oak Foundation's EIN?
Live Oak Foundation's EIN (Employer Identification Number) is 23-6424637. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 14, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Live Oak Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/live-oak-foundation-morg_3bc4687e02214e0c8fc0477014d2a096
BibTeX
@misc{grantable_236424637_2026,
author = {{Grantable}},
title = {{Live Oak Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/live-oak-foundation-morg_3bc4687e02214e0c8fc0477014d2a096},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Live Oak Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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