Nonprofit · EIN 64-0858879
OAKWOOD FOUNDATION CHARITABLE TR
Also known as GRISHAM JOHN R JR CO-TTEE
Tax-exempt · TUPELO, MS 38803
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $5,352,324 | $6,867,947 | -$1,515,623 | $7,668,910 | $2,250 | $7,666,660 |
| December 31, 2023 | 990-PF | $5,445,864 | $7,886,389 | -$2,440,525 | $9,184,533 | $2,250 | $9,182,283 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $5,200,000
- Dividends
- $151,780
- Interest
- $544
Expenses
- Grants and similar amounts paid
- $6,858,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $6,861,772
- Excise tax on investment income
- $2,031
Balance sheet and other
- Total assets, start of year
- $9,184,533
- Total assets, end of year
- $7,668,910
- Total liabilities, end of year
- $2,250
- Net assets, end of year
- $7,666,660
- Fair market value of assets
- $7,668,910
- Qualifying distributions
- $6,861,772
- Net investment income
- $152,324
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN R GRISHAM PO BOX 4200, TUPELO, MS 38803 | TRUSTEE | 1 | $0 |
| ELIZABETH R GRISHAM PO BOX 4200, TUPELO, MS 38803 | TRUSTEE | 1 | $0 |
| ROBERT E MCDADE JR PO BOX 4200, TUPELO, MS 38803 | FINANCIAL MANAGER | 15 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN R GRISHAM PO BOX 4200, TUPELO, MS 38803 | TRUSTEE | 1 | $0 |
| ELIZABETH R GRISHAM PO BOX 4200, TUPELO, MS 38803 | TRUSTEE | 1 | $0 |
| ROBERT E MCDADE JR PO BOX 4200, TUPELO, MS 38803 | FINANCIAL MANAGER | 15 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4200, TUPELO, MS 38803-4200
- Signed the 990-PF
- ROBERT E MCDADE, FINANCIAL MANAGER
- Phone
- (601) 840-3322
- Return prepared by
- HOGANTAYLOR 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 64-0858879
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $7,668,910
- Income (IRS master file)
- $5,352,324
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $5,352,324 | $6,867,947 | $7,668,910 | IRS |
| 990-PF | December 2023 | $5,445,864 | $7,886,389 | $9,184,533 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 64-0858879).
Questions about OAKWOOD FOUNDATION CHARITABLE TR
- What is the EIN of OAKWOOD FOUNDATION CHARITABLE TR?
- The employer identification number (EIN) of OAKWOOD FOUNDATION CHARITABLE TR is 64-0858879.
- Is OAKWOOD FOUNDATION CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to OAKWOOD FOUNDATION CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OAKWOOD FOUNDATION CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OAKWOOD FOUNDATION CHARITABLE TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAKWOOD FOUNDATION CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of OAKWOOD FOUNDATION CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does OAKWOOD FOUNDATION CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,352,324, expenses of $6,867,947 and total assets of $7,668,910 at year end.
Other nonprofits in TUPELO
- CREATE FOUNDATION INC EIN 23-7248582 · last filed 990 for 2025
- BREVARD FAMILY FOUNDATION EIN 64-0886776 · last filed 990-PF for 2024
- CADENCE BANK FOUNDATION EIN 64-6217237 · last filed 990-PF for 2024
- UNITED WAY OF NORTHEAST MISSISSIPPI INC EIN 64-0392972 · last filed 990 for 2025
- POWELL FOUNDATION INC EIN 37-1873776 · last filed 990-PF for 2024
- HENRY MIZE CHARITABLE FOUNDATION INC EIN 20-0564747 · last filed 990 for 2024
- CARL AND JESSIE SUMMERS SCHOLARSHIP FUND EIN 20-3919247 · last filed 990-PF for 2025
- UNITED WAY OF UNION COUNTY INC EIN 71-6104878 · last filed 990 for 2025
All nonprofits in TUPELO · Mississippi · Philanthropy, voluntarism and grantmaking foundations