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North Carolina · Private foundation

Live Oak Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$294k
Granted FY2024(still arriving)
7
Grants FY2024
6
Organizations funded FY2023
0%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$7,500
Largest grant, FY2024
$225,000
Organizations funded a year
6 to 12
FY2019 to FY2023
States reached, FY2024
3
Total assets, FY2024
$7.7M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 0% of the organizations Live Oak Foundation funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2023, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23
ReligionEducationEnvironmentYouth DevelopmentHuman ServicesHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving7$294k57%
FY20236$215k0%
FY202212$249k42%
FY202110$255k40%
FY20209$169k33%
FY201910$109kn/a
98% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Religion$1.0MHuman Services$118kYouth Development$60kHousing & Shelter$50kPublic Benefit$18kEducation$15kEnvironment$11kArts & Culture$8kOther$0

Top grantees

Largest recipients by total granted, FY2019 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Consequential Christianity$359,759343%
The Young Men's Christian Association of the Triangle Area Inc (4598)$72,00040%
Outreach Mission Inc$50,00013%
The Unit Foundation Inc$37,50051%
Mission Pawleys Inc$26,1001n/a
Lee County Education Foundation$15,00034%
North Carolina Marine and Estuary Foundation Inc$10,00021%
Young Life$10,00030%
Helping Hand Inc$8,2551n/a
Pawleys Island Civic Association$1,0001n/a
Show all 13 grantees
All grantees of Live Oak Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Consequential Christianity$359,759343%
The Young Men's Christian Association of the Triangle Area Inc (4598)$72,00040%
Outreach Mission Inc$50,00013%
The Unit Foundation Inc$37,50051%
Mission Pawleys Inc$26,1001n/a
Lee County Education Foundation$15,00034%
North Carolina Marine and Estuary Foundation Inc$10,00021%
Young Life$10,00030%
Helping Hand Inc$8,2551n/a
Pawleys Island Civic Association$1,0001n/a
The Miracle League of the Triangle$1,00010%
Crossnore Communities for Children$1,00010%
Northeast Franklin Revitalization$2501n/a

Plus 13 recipients with no EIN on record ($699k), not named here.

Where it is load-bearing

Live Oak Foundation supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 9 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetConsequential Christianity: $359,759 over 3y, 43% of budgetThe Young Men's Christian Association of the Triangle Area Inc (4598): $72,000 over 4y, 0.3% of budgetOutreach Mission Inc: $50,000 over 1y, 2.8% of budgetThe Unit Foundation Inc: $37,500 over 5y, 0.8% of budgetLee County Education Foundation: $15,000 over 3y, 3.8% of budgetNorth Carolina Marine and Estuary Foundation Inc: $10,000 over 2y, 0.7% of budgetYoung Life: $10,000 over 3y, 0.0% of budgetThe Miracle League of the Triangle: $1,000 over 1y, 0.1% of budgetCrossnore Communities for Children: $1,000 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 9.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a set of overlaps that mostly run through this funder rather than between each other.

Fidelity Investments Charitable Gift FundMA3.8× affinity5 shared granteesties to 0 of 0Hover any node to trace its alignments.Compare side by side →

Open a dossier: Fidelity Investments Charitable Gift Fund

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Live Oak Foundation with peer funders

About Live Oak Foundation

How much does Live Oak Foundation give?
Live Oak Foundation reported 7 grants totaling $293,755 in its FY2024 IRS filing. It funded between 6 and 12 organizations a year over FY2019 to FY2023.
What does Live Oak Foundation fund?
By grant dollars over FY2019 to FY2024, its largest causes are Religion (78%), Human Services (9%), Youth Development (5%).
Who are Live Oak Foundation's largest grantees?
By total granted over FY2019 to FY2024: Consequential Christianity ($360k), The Young Men's Christian Association of the Triangle Area Inc (4598) ($72k), Outreach Mission Inc ($50k).
Does Live Oak Foundation fund new organizations?
In FY2023, 0% of the organizations it funded were first-time grantees.
Does Live Oak Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Live Oak Foundation?
Its strongest co-funders, measured against what their size predicts, include Fidelity Investments Charitable Gift Fund.
Where is Live Oak Foundation based?
Live Oak Foundation is based in NC.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 27 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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