Oakstone Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINDERMERE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 7 grants totaling $105K. Net investment income was $79K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.8M
-1.4% YoY
Annual Giving
$105K
+0.0% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$15K
+0.0% YoY
Under IRS private-foundation payout rules, Oakstone Foundation Inc reported a distributable amount of $113K for 2024 — the minimum it must pay out in qualifying distributions.
About Oakstone Foundation Inc
Based on IRS filings
Oakstone Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINDERMERE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 7 grants totaling $105K. Net investment income was $79K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,821,328 | $1,847,766 | $1,907,888 |
| Revenue | $93,736 | $58,351 | $-49,425 |
| Expenses | $120,174 | $118,473 | $136,342 |
| Qualifying Distributions | $105,000 | $105,000 | $110,000 |
| Net Investment Income | $78,562 | $47,829 | $18,051 |
| Distributable Amount | $112,951 | $103,794 | $108,585 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
32 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Central Florida Foundation ($30,000), Advent Health Foundation ($25,000), First Presbyterian Church ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ADVENT HEALTH FOUNDATION Orlando, FL | EXPAND THE QUALITY OF HEALTHCARE IN THE COMMUNITY | $25,000 |
| CENTRAL FLORIDA FOUNDATION Orlando, FL | CFF MANAGES & INVESTS FUNDS TO BE CHARITABLY GIVEN | $30,000 |
| ORLANDO HEALTH FOUNDATION Orlando, FL | PROVIDE SUPPORT TO THEIR EMERGENCY DEPT | $10,000 |
| GRACE MEDICAL HOME Orlando, FL | PROVIDE ACCESS TO HC FOR UNDERSERVED PATIENTS | $5,000 |
| FIRST PRESBYTERIAN CHURCH Lakeland, FL | TO MAKE AND MATURE DISCIPLES FOR JESUS W THE COMM | $25,000 |
| FRANKLINS FRIENDS Maitland, FL | SUPPORT ANIMAL WELFARE TO NONPROFIT & GOV AGENCIES | $5,000 |
| LAKELAND REGIONAL HEALTH FOUNDATION Lakeland, FL | GRANT FOR PEDIATRIC HOSPITAL EMERGENCY DEPT | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM A STEELE | TREASURER | 1 | — |
| JENICA S TIMMES | PRESIDENT | 1 | — |
| CHELSEA A STEELE | SECRETARY | — | — |
| CAITLIN M GONZALES | VICE PRESIDENT | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Oakstone Foundation Inc?
Oakstone Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINDERMERE, FL. It holds $1.8M in total assets as of 2024.
How large is Oakstone Foundation Inc?
As of 2024, Oakstone Foundation Inc holds $1.8M in total assets with $94K in annual revenue. It awarded 7 grants totaling $105K in 2024.
Where does Oakstone Foundation Inc operate?
Oakstone Foundation Inc has awarded grants in Florida.
What size grants does Oakstone Foundation Inc award?
In 2024, Oakstone Foundation Inc awarded 7 grants totaling $105K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Oakstone Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Oakstone Foundation Inc reported a distributable amount of $113K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Oakstone Foundation Inc'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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