Oakes Family Foundation
Oakes Family Foundation is a private foundation, based in MIAMI BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $47K in total assets. In 2024, it awarded 1 grants totaling $4K. Net investment income was $1K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$47K
-5.3% YoY
Annual Giving
$4K
+77.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$4K
+77.8% YoY
Under IRS private-foundation payout rules, Oakes Family Foundation reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.
About Oakes Family Foundation
Based on IRS filings
Oakes Family Foundation is a private foundation, based in MIAMI BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $47K in total assets. In 2024, it awarded 1 grants totaling $4K. Net investment income was $1K.
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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 | $46,976 | $49,607 | $50,904 |
| Revenue | $2,551 | $1,483 | $-4,500 |
| Expenses | $5,182 | $2,780 | $2,689 |
| Qualifying Distributions | $4,000 | $2,250 | $2,000 |
| Net Investment Income | $1,369 | $970 | $854 |
| Distributable Amount | $2,590 | $2,449 | $2,730 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Dartmouth College ($4,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Dartmouth College Hanover, NH | SCHOLARSHIP | $4,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| O DAVID OAKES | TRUSTEE | — | — |
| JENNIFER ALTREUTER | TRUSTEE | — | — |
Frequently Asked Questions
How large is Oakes Family Foundation?
As of 2024, Oakes Family Foundation holds $47K in total assets with $3K in annual revenue. It awarded 1 grants totaling $4K in 2024.
Where does Oakes Family Foundation operate?
Oakes Family Foundation has awarded grants in Illinois, North Carolina, New Hampshire, New Jersey, New York.
What size grants does Oakes Family Foundation award?
In 2024, Oakes Family Foundation awarded 1 grants totaling $4K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Oakes Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Oakes Family Foundation reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Oakes Family Foundation's EIN?
Oakes Family Foundation's EIN (Employer Identification Number) is 13-3741464. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Oakes Family 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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