Live Oak Foundation is a private foundation focused on Education, based in FORT WORTH, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 16 grants totaling $490K. Net investment income was $83K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.7M
-5.4% YoY
Annual Giving
$490K
+60.8% YoY
Grant Count
16
+6.7% YoY
Avg Grant Size
$31K
+50.8% YoY
Under IRS private-foundation payout rules, Live Oak Foundation reported a distributable amount of $99K for 2024 — the minimum it must pay out in qualifying distributions.
About Live Oak Foundation
Based on IRS filings
Live Oak Foundation is a private foundation focused on Education, based in FORT WORTH, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 16 grants totaling $490K. Net investment income was $83K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,667,762 | $1,762,530 | $1,585,490 |
| Revenue | $472,368 | $565,527 | $365,511 |
| Expenses | $567,136 | $388,487 | $184,310 |
| Qualifying Distributions | $584,586 | $363,198 | $155,381 |
| Net Investment Income | $83,355 | $93,707 | $46,444 |
| Distributable Amount | $99,187 | — | $53,132 |
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
71 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Community Caring Center ($273,718), Good News 4 Seniors ($45,668), Academy 4 ($26,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Azle Lions Club Azle, TX | School Backpack & supplies program, and Angel Tree program | $11,073 |
| The Women's Center Fort Worth, TX | Operating Fund | $10,000 |
| SafeHaven Tarrant County Hurst, TX | Operating Fund | $12,500 |
| Various Cash Contributions to 501c3 Fort Worth, TX | $5,240 Operating funds to various pre-selected 501(c)(3) organizations. | $5,240 |
| Mark Carter Scholarship - Weatherfo Weatherford, TX | Scholarship | $3,000 |
| Community Caring Center Azle, TX | $3,454 for Weekend food program. $5,000 for Operating Funds. $100,000 for Capital Campaign. $165,264 for the April 27, 2024 fundraising event. | $273,718 |
| First United Methodist Church of Ft Fort Worth, TX | Operating funds | $18,000 |
| The Azle Education Foundation Azle, TX | Teacher Grants, college scholarships and Teacher of the Year continuing education grants | $8,190 |
| Cool Advisor Proram Azle, TX | Operating Funds | $10,456 |
| Alliance for Children Fort Worth, TX | Operating Funds | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Andrew Rector | President | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Live Oak Foundation?
Live Oak Foundation is a private foundation focused on Education, based in FORT WORTH, TX. It holds $1.7M in total assets as of 2024.
How large is Live Oak Foundation?
As of 2024, Live Oak Foundation holds $1.7M in total assets with $472K in annual revenue. It awarded 16 grants totaling $490K in 2024.
Where does Live Oak Foundation operate?
Live Oak Foundation has awarded grants in Colorado, Texas.
What size grants does Live Oak Foundation award?
In 2024, Live Oak Foundation awarded 16 grants totaling $490K — an average of about $31K 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 $99K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Live Oak Foundation's EIN?
Live Oak Foundation's EIN (Employer Identification Number) is 30-0519320. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Live Oak Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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