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Nonprofit · EIN 41-1913047

OAK GROVE FOUNDATION

Tax-exempt · WAYZATA, MN 55391

Financials

$225K$354K2023$320K$546K2024$824K$405K2025
Revenue Expenses · by fiscal year end
Financials of OAK GROVE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$824,383$405,128$419,255$1,450,992$0$1,450,992
December 31, 2024990-PF$319,701$546,344-$226,643$1,482,026$0$1,482,026
December 31, 2023990-PF$225,051$354,148-$129,097$1,708,742$0$1,708,742
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$549,821
Dividends
$59,660
Net gain from sales of assets
$214,902

Expenses

Grants and similar amounts paid
$366,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$368,025
Excise tax on investment income
$3,413

Balance sheet and other

Total assets, start of year
$1,482,026
Total assets, end of year
$1,450,992
Total liabilities, end of year
$0
Net assets, end of year
$1,450,992
Fair market value of assets
$4,022,271
Qualifying distributions
$368,025
Net investment income
$274,562

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
CHRISTINE A MORRISON
234 SOUTH EDGEWOOD AVE, WAYATA, MN 55391
PRESIDENT1$0
JOHN L MORRISON
234 SOUTH EDGEWOOD AVE, WAYATA, MN 55391
VICE PRESIDENT1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
CHRISTINE A MORRISON
234 SOUTH EDGEWOOD AVE, WAYATA, MN 55391
PRESIDENT1$0
JOHN L MORRISON
234 SOUTH EDGEWOOD AVE, WAYATA, MN 55391
VICE PRESIDENT1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
CHRISTINE A MORRISON
234 SOUTH EDGEWOOD AVE, WAYATA, MN 55391
PRESIDENT1$0
JOHN L MORRISON
234 SOUTH EDGEWOOD AVE, WAYATA, MN 55391
VICE PRESIDENT1$0

Address and contacts

Address (IRS master file)
728 WIDSTEN CIR, WAYZATA, MN 55391-1784
In care of
% GREG A NELSON
Signed the 990-PF
-, -
Phone
(888) 730-4933
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
41-1913047
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1999
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,450,992
Income (IRS master file)
$1,090,510

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$824,383$405,128$1,450,992XML
990-PFDecember 2024$319,701$546,344$1,482,026IRS
990-PFDecember 2023$225,051$354,148$1,708,742XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-1913047).

Questions about OAK GROVE FOUNDATION

What is the EIN of OAK GROVE FOUNDATION?
The employer identification number (EIN) of OAK GROVE FOUNDATION is 41-1913047.
Is OAK GROVE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to OAK GROVE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OAK GROVE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of OAK GROVE FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OAK GROVE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of OAK GROVE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does OAK GROVE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $824,383, expenses of $405,128 and total assets of $1,450,992 at year end.

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