Live Oak Foundation
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
40
+14.3% YoY
Avg Grant Size
$6K
-14.8% YoY
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
States
Cities
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)
| 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
No grants recorded for .
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
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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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