Live Oak Foundation

OCALA, FL EIN: 23-6424637

Arts and culture Education Health In-patient medical care Hospital care

Live Oak Foundation is a private foundation established in 1966, originally in Pennsylvania and currently based in Ocala, Florida. The foundation operates as a family foundation with a focus on supporting community initiatives and nonprofit organizations.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6K

+16.9% YoY

Annual Giving

$233K

-2.7% YoY

Grant Count

+14.3% YoY

Avg Grant Size

$6K

-14.8% YoY

Under IRS private-foundation payout rules, Live Oak Foundation reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's stated purpose is to better the community by aiding small business to flourish. Primary funding interests include:

Education
Philanthropy, Voluntarism & Grantmaking
Human Services

Grantmaking

The foundation made 27 grants in its most recent fiscal year (ending August 2023). Typical grant awards range from $50,000 to $110,000.

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Geographic Focus

Where this funder awards grants

The foundation's grantmaking extends across multiple states, with particular activity in:

New York
Florida
Maine

Grant Distribution by State

New York $1.2M (74%)

Florida $262K (16%)

Maryland $76K (5%)

Virginia $33K (2%)

Pennsylvania $13K (1%)

Kentucky $12K (1%)

Michigan $9K (1%)

Maine $8K (0%)

+6 more states

States

District of Columbia Florida Georgia Kentucky Maryland Maine Michigan Missouri New Jersey New York Pennsylvania Virginia Vermont West Virginia

Cities

Altamonte SpringsAmericusArlingtonBar HarborBlairstownBoynton BeachCambridgeElktonElmontFort PierceHagerstownHobe SoundHollandJupiterLake LuzerneLexingtonNew YorkOcalaPalatkaPalmetto Bay

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year Ending August 2023:

Total Assets: $5,339
Total Revenues: $247,094
Total Expenses: $244,250
Total Grants, Contributions, etc.: $246,500
Investment Income and Dividends: $594

As of Most Recent IRS 990 Filing (2024):

Total Assets: $6,240
Total Giving: $232,850

Year-over-Year Growth (FY 2023 vs. FY 2022):

Total grants and contributions increased 115.4% ($246,500 vs. $114,450)
Investment income increased 12.5% ($594 vs. $528)

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$6,240	$5,339	$2,494
Revenue	$242,550	$247,094	$114,978
Expenses	$242,650	$244,250	$140,450
Qualifying Distributions	$237,650	$239,250	$135,450
Net Investment Income	—	—	—
Distributable Amount	$1,762	$1,036	$1,290

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

170 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include National Museum of Racing Hall of Fame ($110,000), Jupiter Medical Center Foundation ($50,000), Grayson -jockey Club Research Foundation ($10,000).

Recipient	Purpose	Amount
DOUBLE H RANCH LAKE LUZERNE, NY	GENERAL OPERATING	$7,500
MAINE SEACOAST MISSION BAR HARBOR, ME	GENERAL OPERATING	$500
NATURE CONSERVANCY ALTAMONTE SPRINGS, FL	GENERAL OPERATING	$2,500
AMERICAN RED CROSS Washington, DC	GENERAL OPERATING	$1,000
CHILDREN'S HOSPITAL OF PHILADELPHIA Philadelphia, PA	GENERAL OPERATING	$1,000
CHRIST MEMORIAL CHAPEL Holland, MI	GENERAL OPERATING	$2,000
GRAYSON -JOCKEY CLUB RESEARCH FOUNDATION New York, NY	GENERAL OPERATING	$10,000
HABITAT FOR HUMANITY Americus, GA	GENERAL OPERATING	$1,000
HOBE SOUND NATURE CENTER Hobe Sound, FL	GENERAL OPERATING	$500
NY WOMEN'S FOUNDATION New York, NY	GENERAL OPERATING	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
CHARLOTTE C WEBER	CO-TRUSTEE	1	—
JULIET W REID	CO-TRUSTEE	1	—
CHRISTINA W WHITNEY	CO-TRUSTEE	1	—
CHESTER C WEBER	CO-TRUSTEE	1	—
JOHN C WEBER	CO-TRUSTEE	1	—

Contact Information

Address: 7340 N US Highway 27 Ste 201, Ocala, FL 34482-6786

Phone: 352-622-4156

EIN: 23-6424637

Subject Areas

Focus areas based on grantmaking activity

Arts and culture Education Health In-patient medical care Hospital care

Frequently Asked Questions

What does Live Oak Foundation fund?

The foundation's stated purpose is to better the community by aiding small business to flourish. Primary funding interests include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services

How do I apply for a grant from Live Oak Foundation?

**Grant Activity:** The foundation made 27 grants in its most recent fiscal year (ending August 2023). Typical grant awards range from $50,000 to $110,000. **Recent Grants (FY 2023):** • National Museum of Racing and Hall of Fame: $110,000 (General Operating) • Fair Hill Foundation: $25,000 (General Operating) • Double H Ranch: $7,000 (General Operating) • Additional 24 grants totaling approximately $171,200 **Grant Type:** The foundation primarily funds general operating expenses.

Where does Live Oak Foundation make grants?

The foundation's grantmaking extends across multiple states, with particular activity in: • New York • Florida • Maine

What size grants does Live Oak Foundation award?

In 2024, Live Oak Foundation awarded 40 grants totaling $233K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Live Oak Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Live Oak Foundation reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.