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
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
No grants recorded for .
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
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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