Nonprofit · EIN 27-1568754
OAKSTONE FOUNDATION INC
Tax-exempt · WINDERMERE, FL 34786
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $110,992 | $119,288 | -$8,296 | $1,813,032 | $0 | $1,813,032 |
| December 31, 2024 | 990-PF | $93,736 | $120,174 | -$26,438 | $1,821,328 | $0 | $1,821,328 |
| December 31, 2023 | 990-PF | $58,351 | $118,473 | -$60,122 | $1,847,766 | $0 | $1,847,766 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $69,112
- Net gain from sales of assets
- $41,852
- Other income
- $28
Expenses
- Grants and similar amounts paid
- $103,500
- Disbursements for charitable purposes
- $103,500
- Excise tax on investment income
- $1,323
Balance sheet and other
- Total assets, start of year
- $1,821,328
- Total assets, end of year
- $1,813,032
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,813,032
- Fair market value of assets
- $2,488,879
- Qualifying distributions
- $103,500
- Net investment income
- $110,992
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM A STEELE 9154 GREAT HERON CIRCLE, Orlando, FL 32836 | TREASURER | 1 | $0 |
| JENICA S TIMMES 2886 CARRIE LANE, Lakeland, FL 33812 | PRESIDENT | 1 | $0 |
| CHELSEA A STEELE PO BOX 3094, Windermere, FL 347863094 | SECRETARY | 0 | $0 |
| CAITLIN M GONZALES 950 SUN VALLEY DRIVE, Woodland Park, CO 80863 | VICE PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM A STEELE 9243 POINT CYPRESS DRIVE, Orlando, FL 32835 | TREASURER | 1 | $0 |
| JENICA S TIMMES 2886 CARRIE LANE, Lakeland, FL 33812 | PRESIDENT | 1 | $0 |
| CHELSEA A STEELE PO BOX 3094, Windermere, FL 347863094 | SECRETARY | 0 | $0 |
| CAITLIN M GONZALES 950 SUN VALLEY DRIVE, Woodland Park, CO 80863 | VICE PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM A STEELE 9243 POINT CYPRESS DRIVE, ORLANDO, FL 32835 | TREASURER | 1 | $0 |
| JENICA S TIMMES 2886 CARRIE LANE, LAKELAND, FL 33812 | PRESIDENT | 1 | $0 |
| CHELSEA A STEELE PO BOX 3094, WINDERMERE, FL 347863094 | SECRETARY | 0 | $0 |
| CAITLIN M GONZALES 950 SUN VALLEY DRIVE, WOODLAND PARK, CO 80863 | VICE PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3094, WINDERMERE, FL 34786-3094
- In care of
- % JENICA S TIMMES
- Signed the 990-PF
- JENICA S TIMMES, PRESIDENT
- Phone
- (319) 653-6561
- Return prepared by
- KollerPlus LLC
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 | 990-PF 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
- 27-1568754
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,813,032
- Income (IRS master file)
- $993,612
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $110,992 | $119,288 | $1,813,032 | IRS |
| 990-PF | December 2024 | $93,736 | $120,174 | $1,821,328 | IRS |
| 990-PF | December 2023 | $58,351 | $118,473 | $1,847,766 | 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 27-1568754).
Questions about OAKSTONE FOUNDATION INC
- What is the EIN of OAKSTONE FOUNDATION INC?
- The employer identification number (EIN) of OAKSTONE FOUNDATION INC is 27-1568754.
- Is OAKSTONE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to OAKSTONE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OAKSTONE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OAKSTONE FOUNDATION INC 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 OAKSTONE FOUNDATION INC 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 OAKSTONE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does OAKSTONE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $110,992, expenses of $119,288 and total assets of $1,813,032 at year end.
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