Oakstone Foundation Inc | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Oakstone Foundation Inc. Data shown is extracted from Form 990-PF filings.

EIN: 27-1568754

Foundation Overview

Based in Windermere, FL, Oakstone Foundation Inc has awarded 59 grants totaling $938,500 to organizations in Florida and Iowa. Individual grants range from $500 to $70,000, with a median award of $10,000.

Latest Tax Year
2023
Total Giving (all years)
$938,500
Total Assets
$2,176,475
Median Grant (all grants)
$10,000

Latest Form 990-PF Snapshot

Total Grants
7
Median Grant
$10,000
% Median Grant Decline
-43% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: 14%

1 of 7 recipients (14%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
Florida

95% of all grants are concentrated in Florida, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Florida, funding concentrates in Orlando (70%), Lakeland (27%), Jacksonville (2%).

Funding Trajectory
0%

Stable funding levels with 0% change over 7 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
Community Projects + 3 others

Diversified giving across multiple program areas with primary emphasis on community projects (45%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Oakstone Foundation Inc's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Advent Health Foundation $10,000 Orlando, FL, US To Expand The Quality Of Healthcare In The Community. 2023
Central Florida Foundation $45,000 Orlando, FL, US Central Florida Foundation Manages And Invests Funds, Offers Personalized Service And Expert Giving Advice, Connects Caring People, Businesses, Governments And Organizations To Local Initiatives That Build And Inspire Community, And Empowers Them To Make Informed Decisions That Make A Difference Now And In The Future. 2023
First Presbyterian Church $25,000 Lakeland, FL, US To Make And Mature Disciples For Jesus Christ With The Community. 2023
Grace Medical Home $5,000 Orlando, FL, US To Provide Quality Health Care For The Overlooked And Uninsured In The Community. 2023
Lakeland Regional Health Foundation $5,000 Lakeland, FL, US Provide Support To The Pavilion For Women & Children Campagin. 2023
Orlando Health Foundation $10,000 Orlando, FL, US Provide Support By Improving The Lives Of Thousands Of Residents And Visitors Every Year 2023
Franklins Friends $5,000 Maitland, FL, US Support Animal Welfare To Local Nonprofit And Government Agencies To Shelter And Rescue, Spay And Neuter, Or Community Education Efforts 2023
Advent Health Foundation $10,000 Orlando, FL, US To Expand The Quality Of Healthcare In The Community. 2022
Central Florida Foundation $10,000 Orlando, FL, US Central Florida Foundation Manages And Invests Funds, Offers Personalized Service And Expert Giving Advice, Connects Caring People, Businesses, Governments And Organizations To Local Initiatives That Build And Inspire Community, And Empowers Them To Make Informed Decisions That Make A Difference Now And In The Future. 2022
First Presbyterian Church $25,000 Lakeland, FL, US To Make And Mature Disciples For Jesus Christ With The Community. 2022
Grace Medical Home $10,000 Orlando, FL, US To Provide Quality Health Care For The Overlooked And Uninsured In The Community. 2022
Lakeland Regional Health Foundation $30,000 Lakeland, FL, US Provide Support To The Pavilion For Women & Children Campagin. 2022
Pet Alliance Of Greater Orlando $25,000 Orlando, FL, US To Provide Support For The Community (stray) Cat Program To Humanely Reduce The Number Of Stray Cats Through Targeted High Volume Traps, Neuter, Vaccinate, And Release. 2022
Advent Health Foundation $10,000 Orlando, FL, US To Expand The Quality Of Healthcare In The Community. 2022
Central Florida Foundation $10,000 Orlando, FL, US Central Florida Foundation Manages And Invests Funds, Offers Personalized Service And Expert Giving Advice, Connects Caring People, Businesses, Governments And Organizations To Local Initiatives That Build And Inspire Community, And Empowers Them To Make Informed Decisions That Make A Difference Now And In The Future. 2022
First Presbyterian Church $25,000 Lakeland, FL, US To Make And Mature Disciples For Jesus Christ With The Community. 2022
Grace Medical Home $10,000 Orlando, FL, US To Provide Quality Health Care For The Overlooked And Uninsured In The Community. 2022
Lakeland Regional Health Foundation $30,000 Lakeland, FL, US Provide Support To The Pavilion For Women & Children Campagin. 2022
Pet Alliance Of Greater Orlando $25,000 Orlando, FL, US To Provide Support For The Community (Stray) Cat Program To Humanely Reduce The Number Of Stray Cats Through Targeted High Volume Traps, Neuter, Vaccinate, And Release. 2022
Advent Health Foundation $10,000 Orlando, FL, US To Expand The Quality Of Healthcare In The Community. 2022
Central Florida Foundation $10,000 Orlando, FL, US Central Florida Foundation Manages And Invests Funds, Offers Personalized Service And Expert Giving Advice, Connects Caring People, Businesses, Governments And Organizations To Local Initiatives That Build And Inspire Community, And Empowers Them To Make Informed Decisions That Make A Difference Now And In The Future. 2022
First Presbyterian Church $25,000 Lakeland, FL, US To Make And Mature Disciples For Jesus Christ With The Community. 2022
Grace Medical Home $10,000 Orlando, FL, US To Provide Quality Health Care For The Overlooked And Uninsured In The Community. 2022
Lakeland Regional Health Foundation $30,000 Lakeland, FL, US Provide Support To The Pavilion For Women & Children Campagin. 2022
Pet Alliance Of Greater Orlando $25,000 Orlando, FL, US To Provide Support For The Community (Stray) Cat Program To Humanely Reduce The Number Of Stray Cats Through Targeted High Volume Traps, Neuter, Vaccinate, And Release. 2022
Advent Health Foundation $10,000 Orlando, FL, US To Support The Pediatric Dermatology Program For Children. 2021
Central Florida Foundation $10,000 Orlando, FL, US Central Florida Foundation Manages And Invests Funds, Offers Personalized Service And Expert Giving Advice, Connects Caring People, Businesses, Governments And Organizations To Local Initiatives That Build And Inspire Community, And Empowers Them To Make Informed Decisions That Make A Difference Now And In The Future. 2021
First Presbyterian Church $25,000 Lakeland, FL, US In Honor Of The Late Jamie Shofner Weston. 2021
Grace Medical Home $10,000 Orlando, FL, US To Provide Quality Health Care For The Overlooked And Uninsured In The Community. 2021
Lakeland Regional Health Foundation $30,000 Lakeland, FL, US Provide Support To The Pavilion For Women & Children Campagin. 2021
Pet Alliance Of Greater Orlando $25,000 Orlando, FL, US To Provide Support For The Community (stray) Cat Program To Humanely Reduce The Number Of Stray Cats Through Targeted High Volume Traps, Neuter, Vaccinate, And Release. 2021
Orlando Health Foundation $20,000 Orlando, FL, US To Provide Healthcare For The Overlooked And Under Insured. 2020
Advent Health Foundation $20,000 Orlando, FL, US To Support The Pediatric Dermatology Program For Children. 2020
Central Florida Foundation $10,000 Orlando, FL, US Central Florida Foundation Manages And Invests Funds, Offers Personalized Service And Expert Giving Advice, Connects Caring People, Businesses, Governments And Organizations To Local Initiatives That Build And Inspire Community, And Empowers Them To Make Informed Decisions That Make A Difference Now And In The Future. 2020
First Presbyterian Church $10,000 Lakeland, FL, US In Honor Of The Late Jamie Shofner Weston. 2020
Grace Medical Home $10,000 Orlando, FL, US To Provide Quality Health Care For The Overlooked And Uninsured In The Community. 2020
Lakeland Regional Health Foundation $30,000 Lakeland, FL, US Provide Support To The Pavilion For Women & Children Campagin. 2020
Lakeland Regional Health Foundation $30,000 Lakeland, FL, US Provide Support To The Pavilion For Women & Children Campaign. 2018
Central Florida Foundation $5,000 Orlando, FL, US Central Florida Foundation Manages And Invests Funds, Offers Personalized Service And Expert Giving Advice, Connects Caring People, Businesses, Governments And Organizations To Local Initiatives That Build And Inspire Community, And Empowers Them To Make Informed Decisions That Make A Difference Now And In The Future. 2018
Dr Phillips Center For The Performing Arts $10,000 Orlando, FL, US Dr Phillips Center Supports All The Arts From Our Community Outreach, To Arts Education, To Creative Programming. 2018
Florida Hospital Foundation $10,000 Orlando, FL, US Healing And Enriching Lives In Central Florida. 2018
Washington Area Peforming Arts & Events Center $10,000 Washington, IA, US To Purchase An Auditorium Curtain For Washington High School 2018
Pet Alliance Of Greater Orlando $5,000 Orlando, FL, US To Provide Support For The Community (stray) Cat Program To Humanely Reduce The Number Of Stray Cats Through Targeted High Volume Traps, Neuter, Vaccinate, And Release. 2018
First Presbyterian Church $5,000 Lakeland, FL, US In Honor Of The Late Jamie Shofner Weston. 2018
Florida Baptist Children's Home $5,000 Lakeland, FL, US To Provide Support For The Porch Light Program. 2018
Grace Medical Home $8,000 Orlando, FL, US To Provide Quality Health Care For The Overlooked And Uninsured In The Community. 2018
St Luke's United Methodist Church $1,000 Orlando, FL, US To Purchase A Playground Shade Structure For The St. Luke's Child Development Center. 2018
Wounded Warrior Project $500 Jacksonville, FL, US In Honor Of Paul Peiffer. 2018
Iowa Heart Associationamerican Heart Association $500 West Des Moines, IA, US In Honor Of Paul Peiffer. 2018
Runway To Hope $3,500 Orlando, FL, US Provide Support For Central Florida Families Impacted By Pediatric Cancer. 2017
Washington Iowa Betterment Foundation $10,000 Washington, IA, US Whs Auditorium Project. 2017
Central Florida Foundation $15,000 Orlando, FL, US Central Florida Foundation Manages And Invests Funds, Offers Personalized Service And Expert Giving Advice, Connects Caring People, Businesses, Governments And Organizations To Local Initiatives That Build And Inspire Community, And Empowers Them To Make Informed Decisions That Make A Difference Now And In The Future. 2017
Dr Phillips Center For The Performing Arts $10,000 Orlando, FL, US Dr Phillips Center Supports All The Arts From Our Community Outreach, To Arts Education, To Creative Programming. 2017
Florida Hospital Foundation $50,000 Orlando, FL, US Healing And Enriching Lives In Central Florida. 2017
Arnold Palmer Medical Center Foundation $10,000 Orlando, FL, US Provide Life Saving Equipment, Supplies, And Care To Families In Central Florida. 2017
Central Florida Foundation $70,000 Orlando, FL, US Central Florida Foundation Manages And Invests Funds, Offers Personalized Service And Expert Giving Advice, Connects Caring People, Businesses, Governments And Organizations To Local Initiatives That Build And Inspire Community, And Empowers Them To Make Informed Decisions That Make A Difference Now And In The Future. 2016
Dr Phillips Center For The Performing Arts $10,000 Orlando, FL, US Dr Phillips Center Supports All The Arts From Our Community Outreach, To Arts Education, To Creative Programming. 2016
Arnold Palmer Medical Center Foundation $20,000 Orlando, FL, US The Arnold Palmer Medical Center Foundation Works To Secure Essential Philanthropic Support For The Expansion Of Their Hospitals And Programs. 2016
Bridges Of Light Foundation $5,000 Orlando, FL, US Bridge Of Light Foundation Supports Central Florida At Risk Youth Through Mentoring And Education. 2016

Foundations Similar to Oakstone Foundation Inc

Discover 5 foundations with comparable assets ($2,165,657-$2,184,207), similar grant patterns, and geographic focus in FL that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 84-3144758 | 72 grants awarded
$2,177,667
(≈ Similar)
$5,000
median grant
Orlando, FL
Same state
100%
Excellent match

EIN: 59-3091298 | 53 grants awarded
$2,174,697
(≈ Similar)
$5,000
median grant
Dunnellon, FL
Same state
100%
Excellent match

EIN: 22-3758083 | 35 grants awarded
$2,183,769
(≈ Similar)
$10,000
median grant
Sebring, FL
Same state
100%
Excellent match

EIN: 65-0077175 | 1 grants awarded
$2,184,207
(≈ Similar)
$9,000
median grant
Cutler Bay, FL
Same state
100%
Excellent match

EIN: 82-3350398 | 100 grants awarded
$2,165,657
(≈ Similar)
$5,000
median grant
Mary Esther, FL
Same state
100%
Excellent match

Contact Information

Official contact details for Oakstone Foundation Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 27-1568754
Website N/A
Address PO BOX 3094 Windermere, FL 34786-3094

Key People (4)

Board members, trustees, and key staff who oversee Oakstone Foundation Inc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Treasurer William A Steele
President Jenica S Timmes
Secretary Chelsea A Steele
Vice President Caitlin M Gonzales

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Oakstone Foundation Inc is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.