The Oken Family Foundation Inc

WELLINGTON, FL EIN: 87-0996370

The Oken Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WELLINGTON, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $88K in total assets. In 2024, it awarded 14 grants totaling $548K. Net investment income was $209K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$88K

-78.4% YoY

Annual Giving

$548K

+73.0% YoY

Grant Count

14

+7.7% YoY

Avg Grant Size

$39K

+60.6% YoY

Under IRS private-foundation payout rules, The Oken Family Foundation Inc reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.

About The Oken Family Foundation Inc

Based on IRS filings

The Oken Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WELLINGTON, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $88K in total assets. In 2024, it awarded 14 grants totaling $548K. Net investment income was $209K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

CharlotteCrossnoreGladstoneLinvilleNew OrleansOwassoPensacolaTowson

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$278K$556K$834K$1M2021202220232024
Metric202420232022
Total Assets$87,738$405,957$586,706
Revenue$232,317$157,755$539,937
Expenses$550,536$338,504$162,656
Qualifying Distributions$547,500$316,500$160,000
Net Investment Income$209,387$138,560$437,381
Distributable Amount$8,688$24,468$2,651

Giving Over Time

Total grant dollars and number of grants per year

$0$199K$398K$596K$795K5 grants20218 grants202213 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Sullenberger Aviation Mu…$125KFoundation for the Carol…$125KLoyola Blakefield$50KNourish Up$50KSullenberger Aviation Mu…$40KLoyola Blakefield$40KLoyola Blakefield$25KFoundation for the Carol…$20KLoyola University$20KMint Museum$18K

Grant Size Distribution

40 grants across all recorded years

31<$50K4$50–100K3$100–250K1$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Sullenberger Aviation Museum ($125,000), Foundation for the Carolinas ($125,000), Loyola Blakefield ($50,000).

RecipientPurposeAmount
Sullenberger Aviation Museum Charlotte, NCCapital Campaign$125,000
Wing Haven Foundation Charlotte, NCLegacy Campaign$10,000
Sullenberger Aviation Musuem Charlotte, NCCapital Campaign$40,000
Mint Museum Charlotte, NCGala Donation$17,500
Loyola Blakefield Towson, MDRL Scholars Program$40,000
Folds of Honor Owasso, OKGala Event$10,000
Loyola Blakefield Towson, MDOken Scholarship$50,000
Loyola Blakefield Towson, MD64 Scholarship$25,000
LOYOLA BLAKEFIELD TOWSON, MDGreater Glory$5,000
Foundation for the Carolinas Charlotte, NCCarolina Theatre Project$20,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MARC D OKENPRESIDENT
CELENE D OKENSECRETARY/TREASURER

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Oken Family Foundation Inc?

The Oken Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WELLINGTON, FL. It holds $88K in total assets as of 2024.

How large is The Oken Family Foundation Inc?

As of 2024, The Oken Family Foundation Inc holds $88K in total assets with $232K in annual revenue. It awarded 14 grants totaling $548K in 2024.

Where does The Oken Family Foundation Inc operate?

The Oken Family Foundation Inc has awarded grants in Florida, Louisiana, Maryland, North Carolina, New Jersey, Oklahoma.

What size grants does The Oken Family Foundation Inc award?

In 2024, The Oken Family Foundation Inc awarded 14 grants totaling $548K — an average of about $39K per grant, based on its IRS Form 990 filings.

How much is The Oken Family Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Oken Family Foundation Inc reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Oken Family Foundation Inc's EIN?

The Oken Family Foundation Inc's EIN (Employer Identification Number) is 87-0996370. IRS Form 990 filing data is available on this page for 2021–2024.

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

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