Funder DirectoryOAKWOOD FOUNDATION CHARITABLE TRUST
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Private foundation (trust)EIN 640858879Est. 1996-05

OAKWOOD FOUNDATION CHARITABLE TRUST

TUPELO, MS 38803

Total Assets

$9.2M

FY 2023

Annual Giving

$7.9M

FY 2023

Grants Made

48

FY 2023

Avg Grant

$164K

FY 2023

Grant Range

$1K–$1.5M

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$5.4M

Total Expenses

$7.9M

Qualifying Distributions

$7.9M

Distributable Amount

$427K

Min. Investment Return

$430K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

48 grants

Grant sizes from minimum $1K through median $10K to maximum $1.5M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $7.9M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

179 grants

SHARE OUR STRENGTH
$6.5M
3 grants
VIRGINIA ATHLETIC FOUNDATION
$2.1M
2 grants
UNC PRESS CLUB
$1.5M
3 grants
UNC CHAPEL HILL
$1.4M
3 grants
THE AUTHORS GUILD FOUNDATION
$1.1M
2 grants
CAV FUTURES FOUNDATION
$1M
1 grant
AFFORDABLE HOUSING
$1M
2 grants
BOSTON CHILDREN'S HOSPITAL
$1M
1 grant

Grant Size Distribution

179 grants

<$10K
92
grants
$10–50K
45
grants
$50–250K
24
grants
$250K–1M
14
grants
$1–5M
4
grants
$5M+

Geographic Focus

16 states

Virginia
$8.2M
36% of total
District of Columbia
$7.3M
32% of total
North Carolina
$3.7M
16% of total
New York
$1.7M
7% of total
Massachusetts
$1M
4% of total
Illinois
$267K
1% of total
New Jersey
$200K
1% of total
Iowa
$125K
1% of total
Mississippi
$83K
0% of total
Wisconsin
$50K
0% of total

+6 more states

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