The Rock Oak Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREENVILLE, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 14 grants totaling $171K. Net investment income was $73K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.9M
-3.5% YoY
Annual Giving
$171K
+4.9% YoY
Grant Count
14
+40.0% YoY
Avg Grant Size
$12K
-25.1% YoY
Under IRS private-foundation payout rules, The Rock Oak Foundation reported a distributable amount of $275K for 2024 — the minimum it must pay out in qualifying distributions.
About The Rock Oak Foundation
Based on IRS filings
The Rock Oak Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREENVILLE, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 14 grants totaling $171K. Net investment income was $73K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,910,463 | $3,017,106 | $2,935,519 |
| Revenue | $143,051 | $306,630 | $2,932,176 |
| Expenses | $245,025 | $250,850 | $65,222 |
| Qualifying Distributions | $204,291 | $189,845 | $35,875 |
| Net Investment Income | $72,781 | $218,866 | $1,456,876 |
| Distributable Amount | $274,868 | $206,216 | $179,207 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Planned Parenthood of Delaware ($20,000), Westtown School ($20,000), Lenox Hill Hospital in Honor of Dr Lon Weiner ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BRANDYWINE CONSERVANCY AND MUSEUM CHADDS FORD, PA | GENERAL OPERATIONS | $10,500 |
| DELAWARE ART MUSEUM WILMINGTON, DE | GENERAL OPERATIONS | $10,000 |
| GREENMORE FARM ANIMAL RESCUE WEST GROVE, PA | GENERAL OPERATIONS | $5,000 |
| NEXTGENFACE INC NEW YORK, NJ | GENERAL OPERTAIONS | $10,000 |
| PLANNED PARENTHOOD OF DELAWARE WILMINGTON, DE | GENERAL OPERATIONS | $20,000 |
| TOWER HILL SCHOOL WILMINGTON, DE | GENERAL OPERATIONS | $15,000 |
| WESTTOWN SCHOOL WEST CHESTER, PA | GENERAL OPERATIONS | $20,000 |
| KENNETT AREA COMMUNITY SERVICE KENNETT SQUARE, PA | GENERAL OPERATIONS | $10,000 |
| KENYON COLLEGE WOOLLAM HOUSE GAMBIER, OH | GENERAL OPERATIONS | $15,000 |
| LENOX HILL HOSPITAL IN HONOR OF DR LON WEINER NEW HYDE PARK, NY | GENERAL OPERATIONS | $20,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PHOEBE CP BROKAW | PRESIDENT | 1 | — |
| CHARLES B DAVIDSON | VICE PRESIDENT | 1 | — |
| PHOEBE CP BROKAW | TREASURER | 1 | — |
| CHARLES B DAVIDSON | SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Rock Oak Foundation?
The Rock Oak Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREENVILLE, DE. It holds $2.9M in total assets as of 2024.
How large is The Rock Oak Foundation?
As of 2024, The Rock Oak Foundation holds $2.9M in total assets with $143K in annual revenue. It awarded 14 grants totaling $171K in 2024.
Where does The Rock Oak Foundation operate?
The Rock Oak Foundation has awarded grants in District of Columbia, Delaware, Massachusetts, New Jersey, New York, Ohio, Pennsylvania, Texas, Vi.
What size grants does The Rock Oak Foundation award?
In 2024, The Rock Oak Foundation awarded 14 grants totaling $171K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is The Rock Oak Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Rock Oak Foundation reported a distributable amount of $275K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Rock Oak Foundation's EIN?
The Rock Oak Foundation's EIN (Employer Identification Number) is 85-3746433. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Rock Oak Foundation'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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