Oakwood Foundation Charitable Trust
Oakwood Foundation Charitable Trust is a private, non-operating foundation established in 1995 and based in Tupelo, Mississippi. The foundation operates as a charitable trust and distributes grants to nonprofit organizations across the United States.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.7M
-16.5% YoY
Annual Giving
$6.9M
-13.0% YoY
Grant Count
46
-4.2% YoY
Avg Grant Size
$149K
-9.2% YoY
Mission & Focus Areas
The foundation supports organizations involved with:
- Higher education
- Health
- Housing development
- Legal aid
- Human services
- Community improvement
- Education
- Philanthropy, voluntarism, and grantmaking
Grantmaking
The foundation made 67 grants in 2023, including:
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Geographic Focus
Where this funder awards grants
Primary funding areas include:
- Virginia
- New York
- North Carolina
- District of Columbia
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Data (2023):
- Total assets: $9,184,533
- Total revenues: $5,445,864
- Total expenses: $7,886,389
- Total giving: $6,858,500
Historical Assets:
- 2024: $7,668,910
The foundation has no employees and operates as a trust structure.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $7,668,910 | $9,184,533 | $11,625,058 |
| Revenue | $5,352,324 | $5,445,864 | $5,125,462 |
| Expenses | $6,867,947 | $7,886,389 | $7,417,042 |
| Qualifying Distributions | $6,861,772 | $7,882,760 | $7,417,042 |
| Net Investment Income | $146,149 | $242,235 | $75,462 |
| Distributable Amount | $280,969 | $426,992 | $544,657 |
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
244 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Key personnel identified in tax filings:
- John R. Grisham – Trustee
- Elizabeth R. Grisham – Trustee
- Robert E. McDade Jr. – Financial Manager
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN R GRISHAM | TRUSTEE | 1 | — |
| ELIZABETH R GRISHAM | TRUSTEE | 1 | — |
| ROBERT E MCDADE JR | FINANCIAL MANAGER | 15 | — |
Contact Information
Address: PO Box 4200 Tupelo, MS 38803-4200
Telephone: 601-840-3322
Tax-Exempt Status: 501(c)(3) organization; tax-exempt since May 1996 EIN: 64-0858879
Subject Areas
Focus areas based on grantmaking activity
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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