California · Nonprofit
Live Oak Institute
Live Oak Institute (California) receives grants from 5 organizations whose IRS filings report $230,072 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($75,000). 4 of them have funded it in more than one year, and 91% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2024
- $35k
- Funders on record
- 5
- Grants received
- $230k
- Net assets
- $33k
What Live Oak Institute does
Mission
Live Oak Institutes purpose is to develop programs and approaches to bring about cultural transformation as it relates to quality of life and meaning for elders and those who serve and relate to them.
As stated on its FY2024 Form 990-EZ.
Program
Played a significant development role in the design implementation and creation of a national working group and a national presence for the Live Oak Project with the purpose of reimagining, redesigning and transforming the system of services and supports for elders and people living with disabilities to result in an integrated person centered system that supports the ability of each person living and providing care within the system to achieve their highest potential.
$38,300 spentof which $38,956 as grants100% of program spending
The program described on its FY2023 Form 990-EZ. Program spending in total: $38,300.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $11k to $74k (+560%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 6 reported years ran a deficit.
Who funds it, year by year
2017 → 2023: the base broadened from 1 funder to 2 funders, grant income rose $15k → $40k.
3 of 5 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 91% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of Live Oak Institute’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
Live Oak Institute leans on a few funders — its largest provides 33% of grant income and the top three 91%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
91% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund Live Oak Institute.
Largest funder’s share by year: 2017 100% · 2018 100% · 2020 100% · 2021 100% · 2022 75% · 2023 63% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
91% of Live Oak Institute's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $20k that is directly attributable, 100% of it comes from funders outside California, across 2 states.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $210k arriving through sponsors registered in 3 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Organizations like Live Oak Institute
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In California
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Public support
97%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for Live Oak Institute: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds Live Oak Institute?
- Live Oak Institute (California) receives grants from 5 organizations whose IRS filings report $230,072 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($75,000). 4 of them have funded it in more than one year, and 91% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does Live Oak Institute have?
- IRS filings report 5 organizations giving $230,072 in grants to Live Oak Institute, 4 of which have funded it in more than one year.
- Who is the largest funder of Live Oak Institute?
- DONOR ADVISED CHARITABLE GIVING INC is the largest funder on record, with $75,000 in grants. The full list of funders is on this page.
- How can an organization like Live Oak Institute find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Live Oak Institute →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 5 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing