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EIN 64-0858879

Oakwood Foundation Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Tupelo
State
Mississippi
Year formed
1996
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Oakwood Foundation Charitable Trust is a private foundation that is located in Tupelo, MS. The purpose of the foundation is to provide grants to other organizations from the proceeds of the sale of securities. Last year, the foundation made 67 grants to organizations such as the Focused Ultrasound Foundation.
Also known as...
Grisham John R JR Co-Ttee
Total revenues
$5,445,864
2023
Total expenses
$7,886,389
2023
Total assets
$9,184,533
2023
Num. employees
0
2023

Program areas at Oakwood Foundation Charitable Trust

Loss on sale of securities

Grants made by Oakwood Foundation Charitable Trust

GranteeGrant descriptionAmount
Naval Reserve Officers Training Corps Unc Chapel HillGeneral Fund$1,000,000
The Authors Guild FoundationGeneral Fund$1,000,000
Cav Futures FoundationGeneral Fund$1,000,000
...and 30 more grants made totalling $6,103,000

Personnel at Oakwood Foundation Charitable Trust

NameTitleCompensation
Robert E McDadeFinancial Manager$0

Financials for Oakwood Foundation Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$5,200,000
Investment income and dividends$245,864
Net rental income$0
Net gain from sale of non-inventory assets$0
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$5,445,864

Form 990s for Oakwood Foundation Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-14990PFView PDF
2022-122023-11-14990PFView PDF
2021-122022-11-14990PFView PDF
2020-122021-11-15990PFView PDF
2019-122021-06-15990PFView PDF
...and 9 more Form 990s
Data update history
January 22, 2024
Posted financials
Added Form 990PF for fiscal year 2022
July 15, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 28, 2023
Posted financials
Added Form 990PF for fiscal year 2020
October 21, 2021
Posted financials
Added Form 990PF for fiscal year 2019
May 22, 2020
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
PO Box 4200
Tupelo, MS 38803
County
Lee County, MS
Phone
(601) 840-3322
IRS details
EIN
64-0858879
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1996
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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