Oakstone Foundation Inc

Foundation · Grantmaker Windermere, FL EIN: 27-1568754

Oakstone Foundation Inc is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Windermere, FL. IRS filing data is available from 2019 through 2025. In 2025, it awarded 5 grants totaling $104K.

Key facts about Oakstone Foundation Inc

EIN
27-1568754
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$103,500
Grants made (2025)
5
Average grant
$20,700
Median grant
$10,000
Primary geography
Florida (90% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Oakstone Foundation Inc funds

By grant dollars, the top recipient states for Oakstone Foundation Inc's 5 itemized 2025 grants were Florida (90%) and North Carolina (10%). The most frequent recipient cities were Orlando, FL (2 grants). None of its 5 grants with a stated purpose were described as general or operating support.

How Oakstone Foundation Inc gives

  • Giving held roughly steady from 2022 to 2025 (−6%). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Oakstone Foundation Inc

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$104K

-1.4% YoY

Grant Count

5

-28.6% YoY

Avg Grant Size

$21K

+38.0% YoY

About Oakstone Foundation Inc

Based on IRS filings

Oakstone Foundation Inc is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Windermere, FL. IRS filing data is available from 2019 through 2025. In 2025, it awarded 5 grants totaling $104K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 5 itemized 2025 grant dollars.

Cities

OrlandoLakelandMaitlandHendersonville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.12019202020212022202320242025
Metric202520242023
Total Assets———
Revenue———
Expenses———
Qualifying Distributions———
Net Investment Income———
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS May 15, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 3, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)
  8. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$28K$55K$83K$110K7 grants20196 grants20206 grants20216 grants20227 grants20237 grants20245 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Central Florida Foundation: $49KCentral Florida Foundation$49KFirst Presbyterian Church: $25KFirst Presbyterian Church$25KFranklins Friends: $10KFranklins Friends$10KAdvent Health Foundation: $10KAdvent Health Foundation$10KOrlando Health Foundation: $10KOrlando Health Foundation$10K

Grant Size Distribution

31 grants across all recorded years

31<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Central Florida Foundation ($48,500), First Presbyterian Church ($25,000), Franklins Friends ($10,000).

RecipientPurposeAmount
CENTRAL FLORIDA FOUNDATION Orlando, FLCFF MANAGES & INVESTS FUNDS TO BE CHARITABLY GIVEN$48,500
FIRST PRESBYTERIAN CHURCH Lakeland, FLTO MAKE & MATURE DISCIPLES FOR JESUS CHRIST$25,000
FRANKLINS FRIENDS Maitland, FLSUPPORT ANIMAL WELFARE TO NONPROFIT & GOV AGENCIES$10,000
ADVENT HEALTH FOUNDATION Hendersonville, NCEXPAND THE QUALITY OF HEALTHCARE IN THE COMMUNITY$10,000
ORLANDO HEALTH FOUNDATION Orlando, FLEXPAND THE QUALITY OF HEALTHCARE IN THE COMMUNITY$10,000

Leadership & Key People

Officers and directors from IRS filings

Oakstone Foundation Inc is led by Jenica S. Timmes, President on every filing since 2019; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Jenica S. Timmes

    President

    On filings since 2019

    1 hr/week

    No compensation reported

  • Caitlin M. Gonzales

    Vice President

    On filings since 2019

    No compensation reported

  • Chelsea A. Steele

    Secretary

    On filings since 2019

    No compensation reported

  • William A. Steele

    Treasurer

    Treasuer → Treasurer, 2022

    On filings since 2019

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Oakstone Foundation Inc?

Oakstone Foundation Inc is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Windermere, FL. It holds — in total assets as of 2025.

Where does Oakstone Foundation Inc operate?

Oakstone Foundation Inc has awarded grants in Florida, North Carolina.

What size grants does Oakstone Foundation Inc award?

In 2025, Oakstone Foundation Inc awarded 5 grants totaling $104K — an average of about $21K per grant, based on its IRS Form 990 filings.

What is Oakstone Foundation Inc's EIN?

Oakstone Foundation Inc's EIN (Employer Identification Number) is 27-1568754. IRS Form 990 filing data is available on this page for 2019–2025.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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