Oakwood Foundation Charitable Tr

Grisham John R Jr Co-ttee

Tupelo, MS
Tax exemption issued: May 1996
EIN: 64-0858879

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$5,352,324

Expenses

$6,867,947

Net Income

-$1,515,623

Net Assets

$7,666,660

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,200,000	97.2%
Interest Revenue	$544	0.0%
Dividends	$151,780	2.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,861,772	99.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,668,910
Total Liabilities	$2,250
Net Assets	$7,666,660

Compensation

Key Employees and Officers	Compensation	Other
John R Grisham (Trustee)	$0	$0
Elizabeth R Grisham (Trustee)	$0	$0
Robert E Mcdade Jr (Financial Manager)	$0	$0

990-PF

Filed on Nov. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$5,445,864

Expenses

$7,886,389

Net Income

-$2,440,525

Net Assets

$9,182,283

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,200,000	95.5%
Interest Revenue	$575	0.0%
Dividends	$245,289	4.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,882,760	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,184,533
Total Liabilities	$2,250
Net Assets	$9,182,283

Compensation

Key Employees and Officers	Compensation	Other
John R Grisham (Trustee)	$0	$0
Elizabeth R Grisham (Trustee)	$0	$0
Robert E Mcdade Jr (Financial Manager)	$0	$0

990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$5,125,462

Expenses

$7,417,042

Net Income

-$2,291,580

Net Assets

$11,622,808

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,050,000	98.5%
Interest Revenue	$265	0.0%
Dividends	$75,197	1.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,417,042	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,625,058
Total Liabilities	$2,250
Net Assets	$11,622,808

Compensation

Key Employees and Officers	Compensation	Other
John R Grisham (Trustee)	$0	$0
Elizabeth R Grisham (Trustee)	$0	$0
Robert E Mcdade Jr (Financial Manager)	$0	$0

990-PF

Filed on Nov. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$13,351,239

Expenses

$8,179,335

Net Income

$5,171,904

Net Assets

$13,914,388

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$13,350,000	100.0%
Interest Revenue	$257	0.0%
Dividends	$982	0.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,177,923	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,916,638
Total Liabilities	$2,250
Net Assets	$13,914,388

Compensation

Key Employees and Officers	Compensation	Other
John R Grisham (Trustee)	$0	$0
Elizabeth R Grisham (Trustee)	$0	$0
Robert E Mcdade Jr (Financial Manager)	$0	$0

990-PF

Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$1,324,696

Expenses

$7,380,236

Net Income

-$6,055,540

Net Assets

$8,742,484

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,295,000	97.8%
Interest Revenue	$252	0.0%
Dividends	$29,444	2.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,380,176	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,744,734
Total Liabilities	$2,250
Net Assets	$8,742,484

Compensation

Key Employees and Officers	Compensation	Other
John R Grisham (Trustee)	$0	$0
Elizabeth R Grisham (Trustee)	$0	$0
Robert E Mcdade Jr (Financial Manager)	$0	$0

990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$6,408,023

Expenses

$5,400,725

Net Income

$1,007,298

Net Assets

$14,798,024

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,250,000	97.5%
Interest Revenue	$235	0.0%
Dividends	$157,788	2.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,398,225	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,800,274
Total Liabilities	$2,250
Net Assets	$14,798,024

Compensation

Key Employees and Officers	Compensation	Other
John R Grisham (Trustee)	$0	$0
Elizabeth R Grisham (Trustee)	$0	$0
Robert E Mcdade Jr (Financial Manager)	$0	$0

990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$6,327,361

Expenses

$5,047,197

Net Income

$1,280,164

Net Assets

$13,790,726

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,225,000	98.4%
Interest Revenue	$222	0.0%
Dividends	$102,139	1.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,041,440	99.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,792,976
Total Liabilities	$2,250
Net Assets	$13,790,726

Compensation

Key Employees and Officers	Compensation	Other
John R Grisham (Trustee)	$0	$0
Elizabeth R Grisham (Trustee)	$0	$0
Robert E Mcdade Jr (Financial Manager)	$0	$0

990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$6,119,469

Expenses

$4,611,359

Net Income

$1,508,110

Net Assets

$12,510,562

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,095,000	99.6%
Interest Revenue	$135	0.0%
Dividends	$24,334	0.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,521,326	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,512,812
Total Liabilities	$2,250
Net Assets	$12,510,562

Compensation

Key Employees and Officers	Compensation	Other
John R Grisham (Trustee)	$0	$0
Elizabeth R Grisham (Trustee)	$0	$0
Robert E Mcdade Jr (Financial Manager)	$0	$0

990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$1,252,787

Expenses

$3,431,659

Net Income

-$2,178,872

Net Assets

$11,002,452

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,250,000	99.8%
Interest Revenue	$177	0.0%
Dividends	$2,610	0.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,431,265	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,002,452
Total Liabilities	$0
Net Assets	$11,002,452

Compensation

Key Employees and Officers	Compensation	Other
John R Grisham (Trustee)	$0	$0
Elizabeth R Grisham (Trustee)	$0	$0
Robert E Mcdade Jr (Financial Manager)	$0	$0

990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$11,010,669

Expenses

$3,153,210

Net Income

$7,857,459

Net Assets

$13,181,324

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,116,139	> 100%
Interest Revenue	$863	0.0%
Dividends	$8,830	0.1%
Sales of Assets	-$115,163
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,135,500	99.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,181,324
Total Liabilities	$0
Net Assets	$13,181,324

Compensation

Key Employees and Officers	Compensation	Other
John R Grisham (Trustee)	$0	$0
Elizabeth R Grisham (Trustee)	$0	$0
Robert E Mcdade (Financial Manager)	$0	$0

990-PF

Filed on Nov. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$1,200,780

Expenses

$2,506,685

Net Income

-$1,305,905

Net Assets

$5,323,865

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,200,000	99.9%
Interest Revenue	$336	0.0%
Dividends	$444	0.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,504,000	99.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,323,865
Total Liabilities	$0
Net Assets	$5,323,865

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$201,006

Expenses

$2,333,047

Net Income

-$2,132,041

Net Assets

$6,629,770

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	99.5%
Interest Revenue	$340	0.2%
Dividends	$666	0.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,330,605	99.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,629,770
Total Liabilities	$0
Net Assets	$6,629,770

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$6,875,219

Expenses

$3,930,440

Net Income

$2,944,779

Net Assets

$8,761,811

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,875,000	100.0%
Interest Revenue	$89	0.0%
Dividends	$130	0.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,928,000	99.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,761,811
Total Liabilities	$0
Net Assets	$8,761,811

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$4,675,603

Expenses

$4,247,100

Net Income

$428,503

Net Assets

$5,817,032

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,675,000	100.0%
Interest Revenue	$79	0.0%
Dividends	$524	0.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,247,000	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,817,032
Total Liabilities	$0
Net Assets	$5,817,032

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Oakwood Foundation Charitable Tr

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001