Nonprofits›Oakwood Foundation Inc

Health Care

Oakwood Foundation Inc

MADISON, WI

WebsiteView as a funder

Total revenue

$3.0M

Total expenses

$2.5M

Net assets

$17.5M

Grants received

$364K

28 grants

EIN

391398037

Tax year

2024

Mission

The mission of oakwood foundation is the development, stewardship and distribution of resources to promote the highest level of independence for a diverse community of older adults.

Financials

FY 2024

Revenue

Contributions & grants$1.6M
Program service revenue—
Investment income$1.4M
Other revenue—
Total revenue$3.0M

Expenses

Grants paid$2.2M
Salaries & benefits$184K
Fundraising$270K
Other expenses$182K
Total expenses$2.5M
Total assets$18.3M
Net assets$17.5M

People

13 listed

NameRoleCompensation

SARAH KRUGER

CHAIR

Board

—

2 hrs/wk

DONNA ULTEIG

VICE CHAIR

Board

—

2 hrs/wk

ROD NORDBY

TREASURER

Board

—

2 hrs/wk

LORI WERBECKES

SECRETARY

Board

—

2 hrs/wk

SUE ULLSVIK

DIRECTOR

Board

—

2 hrs/wk

ED YOUNG

DIRECTOR

Board

—

2 hrs/wk

BARB MCCARTHY

DIRECTOR

Board

—

2 hrs/wk

DONNA BEESTMAN

DIRECTOR

Board

—

2 hrs/wk

CHARLIE BUNGE

DIRECTOR

Board

—

2 hrs/wk

JANICE HAMILTON-CRAWFORD

CEO

Board

—

2 hrs/wk

CHRISTINE O'DONNELL

CFO

Board

—

2 hrs/wk

DAVID MOSSNER

EXECUTIVE DIRECTOR

Board

—

40 hrs/wk

SUSAN RAFFERTY

CHIEF HUMAN RESOURCES OFFICER

Staff

—

2 hrs/wk

Grants received

Showing 28 of 28

FromAmountPurposeYear
MARGARET A LINDBERG FDN INC MNG AGY
$50K
GENERAL OPERATING
2024
DONOR ADVISED CHARITABLE GIVING INC
$13K
HEALTH
2023
BAIRD FOUNDATION INC
$125
HEALTH AND HUMAN SERVICES
2023
MARGARET A LINDBERG FDN INC MNG AGY
$25K
TO SUPPORT PUBLIC CHARITIES
2022
DONOR ADVISED CHARITABLE GIVING INC
$14K
HEALTH
2022
VOGEL FOUNDATION INC
$5K
General Support
2022
GE FOUNDATION
$150
MATCHING GIFTS
2022
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$55K
For grant recipient's exempt purposes
2021
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$55K
For grant recipient's exempt purposes
2021
JPC FOUNDATION
$20K
OLDER ADULT INDEPENDENCE SUPPORT (3, 4 OF 5)
2021
DONOR ADVISED CHARITABLE GIVING INC
$11K
HEALTH
2021
NATIONAL PHILANTHROPIC TRUST
$6K
HEALTH
2021
ALLIANT ENERGY FOUNDATION INC
$700
MATCHING GIFTS
2021
DONOR ADVISED CHARITABLE GIVING INC
$16K
HEALTH
2020
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$13K
For grant recipient's exempt purposes
2020
JPC FOUNDATION
$10K
HUMAN SERVICES (3 OF 5)
2020
NATIONAL PHILANTHROPIC TRUST
$7K
HEALTH
2020
MADISON COMMUNITY FOUNDATION
$5K
GENERAL CHARITABLE PURPOSES
2020
VOGEL FOUNDATION INC
$1K
General Support
2020
MADISON COMMUNITY FOUNDATION
$250
STAFF APPRECIATION PRAIRIE CAMPUS
2020
MADISON COMMUNITY FOUNDATION
$250
GENERAL CHARITABLE PURPOSES
2020
MADISON COMMUNITY FOUNDATION
$100
GENERAL CHARITABLE PURPOSES
2020
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$28K
For grant recipient's exempt purposes
2019
DONOR ADVISED CHARITABLE GIVING INC
$7K
HEALTH
2019
DONOR ADVISED CHARITABLE GIVING INC
$12K
HEALTH
2018
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$8K
For grant recipient's exempt purposes
2018
E DAVID LOCKE FAMILY FOUNDATION
$2K
TO SUPPORT THE WORK DONE BY OAKWOOD FOUNDATION.
2018
Nancy L Goodman & Richard Goodman Foundation
—
General support
2018

Funded by

$364K from 12 funders · 28 grants · 2018–2024

Fidelity Investments Charitable Gift Fund

$159K · 5 grants · 2018–2021

Margaret A Lindberg Fdn Inc Mng Agy

$75K · 2 grants · 2022–2024

Donor Advised Charitable Giving Inc

$72K · 6 grants · 2018–2023

Jpc Foundation

$30K · 2 grants · 2020–2021

National Philanthropic Trust

$13K · 2 grants · 2020–2021

Vogel Foundation Inc

$6K · 2 grants · 2020–2022

Madison Community Foundation

$6K · 4 grants · 2020

E David Locke Family Foundation

$2K · 1 grant · 2018

Details

EIN391398037
NTEE codeE90Z
Subsection03
Ruling date1982-10
Formed1981
Employees0
Volunteers9
OAKWOOD FOUNDATION INC — Mission, Financials & Grants Received | Grantivo