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Private foundation (trust)EIN 870996370Est. 2022-03

THE OKEN FAMILY FOUNDATION INC

WELLINGTON, FL 33414

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Total Assets

$88K

FY 2024

Annual Giving

$548K

FY 2024

Grants Made

14

FY 2024

Avg Grant

$39K

FY 2024

Grant Range

$5K–$125K

Typical

Deadlines

—

Applications

Programs & Activities

Program 1

$125K

Cash Donation To The Sullenberger Aviation Museum For The Sullenberger Capital Campaign

Program 2

$125K

Cash Donation To The Foundation Of The Carolinas For The McColl Park Fund

Program 3

$80K

Cash Donation to Loyola Blakefield for the Oken Scholarship

Program 4

$50K

Cash Donation to Nourish Up For The Hunger Hub Capital Campaign

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$232K

Total Expenses

$551K

Qualifying Distributions

$548K

Distributable Amount

$9K

Min. Investment Return

$12K

Undistributed Income

$9K

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

14 grants

Grant sizes from minimum $5K through median $23K to maximum $125K, 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

4 years

Giving over time from 2021 to 2024. Peak $795K in 2021. Hover bars for details.

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

Top Recipients

40 grants

THE CAROLINAS AVIATION MUSEUM
$500K
1 grant
Foundation for the Carolinas
$310K
5 grants
TULANE UNIVERSITY
$250K
1 grant
Loyola Blakefield
$240K
10 grants
Sullenberger Aviation Museum
$125K
1 grant
THE GOOD FELLOWS CLUB
$75K
3 grants
Nourish Up
$50K
1 grant
CHARLOTTE COUNTRY DAY SCHOOL ENDOWMENT
$50K
1 grant

Grant Size Distribution

40 grants

<$10K
15
grants
$10–50K
20
grants
$50–250K
4
grants
$250K–1M
1
grants
$1–5M—
$5M+—

Geographic Focus

6 states

North Carolina
$1.2M
68% of total
Maryland
$280K
15% of total
Louisiana
$250K
14% of total
New Jersey
$30K
2% of total
Oklahoma
$10K
1% of total
Florida
$5K
0% of total

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