Oakstone Foundation Inc
Oakstone Foundation Inc is a private foundation, based in Windermere, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it awarded 5 grants totaling $104K. Net investment income was $95K.
Oakstone Foundation Inc at a glance
In short: Oakstone Foundation Inc gave $104K across 5 grants in 2025 (avg $21K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $103,500
- -1.4% vs 2024
- Grants made (2025)
- 5
- -28.6% vs 2024
- Average grant
- $20,700
- +38.0% vs 2024
- Median grant
- $10,000
- Total assets
- $1,813,032
- -0.5% vs 2024
- Primary geography
- Florida (90% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Oakstone Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Central Florida Foundation ($49K). Together the top 5 received $104K.
Grant Size Distribution
31 grants across all recorded years
The most common grant size was under $50K: 31 grants of 31 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Oakstone Foundation Inc gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $100K (2019) to $110K (2022). In 2025 it made 5 grants totaling $104K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Central Florida Foundation Orlando, FL | Cff manages & invests funds to be charitably given | $48,500 |
| First Presbyterian Church Lakeland, FL | To Make & Mature Disciples for Jesus Christ | $25,000 |
| Franklins Friends Maitland, FL | Support Animal Welfare to Nonprofit & GOV Agencies | $10,000 |
| Advent Health Foundation Hendersonville, NC | Expand the Quality of Healthcare in the Community | $10,000 |
| Orlando Health Foundation Orlando, FL | Expand the Quality of Healthcare in the Community | $10,000 |
Ready to take the next step with Oakstone Foundation Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,813,032 | $110,992 | $119,288 | $103,500 | 5 | $103,500 | $95,204 | $118,726 |
| 2024 | $1,821,328 | $93,736 | $120,174 | $105,000 | 7 | $105,000 | $78,562 | $112,951 |
| 2023 | $1,847,766 | $58,351 | $118,473 | $105,000 | 7 | $105,000 | $47,829 | $103,794 |
| 2022 | $1,907,888 | $-49,425 | $136,342 | $110,000 | 6 | $110,000 | $18,051 | $108,585 |
| 2021 | $2,093,655 | $476,144 | $124,699 | $110,000 | 6 | $110,000 | $461,445 | $114,643 |
| 2020 | $1,742,210 | $92,924 | $113,638 | $100,000 | 6 | — | $79,286 | $99,593 |
| 2019 | $1,762,924 | $109,939 | $123,735 | $100,000 | 7 | — | $86,188 | $96,593 |
Under IRS private-foundation payout rules, Oakstone Foundation Inc reported a distributable amount of $119K for 2025 — the minimum it must pay out in qualifying distributions.
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.
Frequently asked questions about Oakstone Foundation Inc
How much does Oakstone Foundation Inc give each year?
Oakstone Foundation Inc gave $104K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $105K across 7 grants.
What is Oakstone Foundation Inc's typical grant size?
Oakstone Foundation Inc's median grant in 2025 was $10,000, and its average grant was $20,700, across 5 grants on its 2025 IRS Form 990-PF.
Where does Oakstone Foundation Inc give grants?
Oakstone Foundation Inc gives mostly in Florida: 90% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was North Carolina (10%). The most frequent recipient cities were Orlando, FL (2 grants).
Does Oakstone Foundation Inc give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on Oakstone Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support.
Who are Oakstone Foundation Inc's largest grantees?
Oakstone Foundation Inc's largest 2025 grantees include Central Florida Foundation ($48,500), First Presbyterian Church ($25,000) and Franklins Friends ($10,000), according to its 2025 IRS Form 990-PF. Together they received 81% of its itemized 2025 grant dollars.
How large is Oakstone Foundation Inc?
Oakstone Foundation Inc reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $104K in qualifying distributions that year, against a required minimum of $119K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 15, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 3, 2024)
Live grants for the work Oakstone Foundation Inc funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Oakstone Foundation Inc's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Florida
Central Florida Foundation
Orlando, FL
Central Florida Foundation supports nonprofit operations, social-impact initiatives, scholarships, and grassroots capacity-building across Central Florida, with focus areas including economic stability, healthcare, livability, education, and social connection. Its 2025 grants ranged from $5,000 to $331,743, with a median of $10,250; some application-based opportunities are available, while Community Investment Grants are by invitation only.
Assets
$104.2M
Grants
154
Total Given
$4.0M
Acahand Foundation
Wilmington, DE
Acahand Foundation funds education and learning, health and welfare, and community-change programs, including youth, agriculture, economic development, and scholarships. Its 2024 grants had a median of $3,934, though awards ranged from $83 to $850,000; it focuses primarily on the Inter-mountain West and on Papua New Guinea and Fiji. It does not accept unsolicited requests and awards grants by invitation only.
Assets
$78.7M
Grants
132
Total Given
$3.1M
The Dr P Phillips Foundation
Orlando, FL
The Dr P Phillips Foundation supports nonprofit capital projects and programs in arts and culture, education, health, youth, social services, entrepreneurship, and related areas, primarily serving Orange and Osceola Counties, Florida. Its 2025 grants ranged from $781 to $250,000, with a median of $5,000. The Charities’ process starts with a Letter of Intent; if interested, they invite organizations to submit a proposal.
Assets
$46.4M
Grants
92
Total Given
$2.0M
A Friends Foundation Trust
Pennington, NJ
The foundation funds health, education, religion, and youth activities, with recent grants supporting organizations in North Carolina, Florida, Puerto Rico, and other locations. Its 2025 grants ranged from $1,500 to $80,000, with a median of $10,000. It accepts requests by letter to Amy C Hubbard; no deadline is listed.
Assets
$20.1M
Grants
54
Total Given
$874K
Publix Super Markets Charities Inc
Lakeland, FL
Publix Super Markets Charities supports nonprofits addressing hunger, homelessness and housing, youth, education, and community needs in Florida, Georgia, Alabama, North Carolina, South Carolina, Tennessee, Virginia, and Kentucky. Its 2024 median grant was $2,500, though awards ranged widely; it accepts online requests from eligible organizations, with application periods varying by program.
Assets
$233.8M
Grants
3,269
Total Given
$52.5M
The Community Foundation for Northeast Florida Inc
Jacksonville, FL
The Community Foundation for Northeast Florida supports neighborhood strengthening, nonprofit capacity, education, older adults, the arts, and other community needs, primarily in Baker, Clay, Duval, Nassau, Putnam, and St. Johns counties. Its 2024 grants had a median of $5,000, while its Program Support grants offer up to $25,000; eligible nonprofits may apply to competitive programs, but donor-advised funds do not accept applications.
Assets
$708.7M
Grants
2,470
Total Given
$78.0M
More similar funders
More Funders in Florida
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Oakstone Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Oakstone Foundation Inc down — hundreds of funders to go?