Seven Oaks Foundation Inc

MADISON, NJ EIN: 20-3554578

Seven Oaks Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MADISON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $17K in total assets. In 2024, it awarded 11 grants totaling $46K. Net investment income was $3.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$17K

+85.8% YoY

Annual Giving

$46K

-14.7% YoY

Grant Count

11

-8.3% YoY

Avg Grant Size

$4K

-6.9% YoY

Under IRS private-foundation payout rules, Seven Oaks Foundation Inc reported a distributable amount of $976 for 2024 — the minimum it must pay out in qualifying distributions.

About Seven Oaks Foundation Inc

Based on IRS filings

Seven Oaks Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MADISON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $17K in total assets. In 2024, it awarded 11 grants totaling $46K. Net investment income was $3.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

BronxBryn MawrCharlestonCliftonDallasDrexel HillHagerstownHillsideJersey CityLos AngelesMadisonMonktonMorristownNewarkPatersonSalemSmithfieldVirginia BeachWayneWoodbury

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$23K$46K$69K$92K20202021202220232024
Metric202420232022
Total Assets$16,852$9,071$6,144
Revenue$55,003$58,004$39,004
Expenses$47,209$55,056$35,223
Qualifying Distributions
Net Investment Income$3$4$4
Distributable Amount$976$659$208

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$41K$61K$81K10 grants202010 grants20217 grants202212 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ROANOKE COLLEGE$30KNEW JERSEY BATTERED WOME…$6KST VINCENT MARTYR SCHOOL$2KMISCELLANEOUS ORGANIZED …$1KLUSTGARTEN FOUNDATION$1KAMERICAN CANCER SOCIETY$1KANNE GALE BREAST CANCER …$1KASHLEY HALL SCHOOL CHARL…$1KGO FUND ME -DALE CHESSER$1KNAVY SEAL FOUNDATION$1K

Grant Size Distribution

50 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Roanoke College ($30,000), New Jersey Battered Women Shelters ($5,547), St Vincent Martyr School ($1,762).

RecipientPurposeAmount
ROANOKE COLLEGE Salem, VAGENERAL SUPPORT DONATION$30,000
NEW JERSEY BATTERED WOMEN SHELTERS Morristown, NJGENERAL SUPPORT DONATION$5,547
ST VINCENT MARTYR SCHOOL Madison, NJGENERAL SUPPORT DONATION$1,762
MISCELLANEOUS ORGANIZED CHARITIES Madison, NJGENERAL SUPPORT DONATION$1,300
LUSTGARTEN FOUNDATION Woodbury, NYGENERAL SUPPORT DONATION$1,000
AMERICAN CANCER SOCIETY Hagerstown, MDGENERAL SUPPORT DONATION$1,000
ANNE GALE BREAST CANCER FUND Salem, VAGENERAL SUPPORT DONATION$1,000
ASHLEY HALL SCHOOL CHARLESTON Charleston, SCGENERAL SUPPORT DONATION$1,000
GO FUND ME -DALE CHESSER Monkton, MDGENERAL SUPPORT DONATION$1,000
NAVY SEAL FOUNDATION Virginia Beach, VAGENERAL SUPPORT DONATION$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ANDREW J OKEEFETRUSTEE
ANNE G OKEEFETRUSTEE
CATHERINE OKEEFETRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Seven Oaks Foundation Inc?

Seven Oaks Foundation Inc is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in MADISON, NJ. It holds $17K in total assets as of 2024.

How large is Seven Oaks Foundation Inc?

As of 2024, Seven Oaks Foundation Inc holds $17K in total assets with $55K in annual revenue. It awarded 11 grants totaling $46K in 2024.

Where does Seven Oaks Foundation Inc operate?

Seven Oaks Foundation Inc has awarded grants in California, Maryland, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia.

What size grants does Seven Oaks Foundation Inc award?

In 2024, Seven Oaks Foundation Inc awarded 11 grants totaling $46K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Seven Oaks Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Seven Oaks Foundation Inc reported a distributable amount of $976 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Seven Oaks Foundation Inc's EIN?

Seven Oaks Foundation Inc's EIN (Employer Identification Number) is 20-3554578. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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

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