Oakw Fund: Nonprofit Profile, Financials & Form 990 (EIN 88-4172468)

Revenue by fiscal year
FY2023	$15.3M
FY2024	$9.8M
FY2025	$105K

Expenses by fiscal year
FY2023	$1.2M
FY2024	$6.1M
FY2025	$6.3M

Net assets by fiscal year
FY2023	$7.1M
FY2024	$6.2M
FY2025	$48K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 2023.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

98 cents of each dollar spent went to programs.

98%

Program services 98% · $6.2M Management & general 2% · $124K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

2 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

Yaron Minsky

Secretary

$0Pt VII · Sec A

Lisa Minsky-Primus

President

$0Pt VII · Sec A

See Oakw Fund executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2Yes
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Promotes economic and educational opportunities, public health, safety, justice, and strengthens civic engagement.

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Provided by the organization

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1 program · $6.2M · in their own filed words · FY2024

01

The organization made grants to other 501(c)(4) organizations to advance its social welfare mission.

$6.2Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking

Grants paid · 34 grants · $13.3M · 2022–2024

Pro-Democracy CampaignMA · FY2024$1,050,000

Center for Voter InformationDC · FY2024$1,000,000

Energy Action FundCA · FY2024$800,000

Local Jobs & Economic Development FundDE · FY2024$600,000

Working America ActionDC · FY2024$450,000

US Global Leadership CampaignDC · FY2024$350,000

League of Conservation Voters INCDC · FY2024$350,000

The Pipeline FundWI · FY2024$310,000

Sixteen Thirty FundDC · FY2024$300,000

Focus for Democracy ActionDC · FY2024$200,000

Third WayDC · FY2024$150,000

Clearpath Action for Conservative Clean Energy INCNC · FY2024$150,000

Unlock Aid CoalitionDC · FY2024$125,000

NRDC Action Fund INCNY · FY2024$100,000

Inclusive Abundance Initiative INCCT · FY2024$75,000

Vital Strategies Action Fund INCNY · FY2024$50,000

Workmoney INCWI · FY2023$1,125,000

Future Now ActionDC · FY2023$1,000,000

See all 34 grants →

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$105K

Ln 12

Investment incomeLn 3$105K

Money outPt IX

$6.3M

Ln 25

Programscol B$6.2M

Managementcol C$124K

Owns and owesPt X

$48K

net assets · Ln 32

Cash and savingsLn 1–2$48K

Total assetsLn 16$48K

LiabilitiesLn 26$0

PeoplePt VI, VII

2

listed · VII A

PaidVII A0

Voting boardVI 1a2

IndependentVI 1b2

2In more detail

Revenue in detailPt VIII

Investment incomeLn 3$105K

Total revenueLn 12$105K

Assets in detailPt X, end of year

CashLn 1$48K

Cash and savings togetherLn 1–2$48K

Total assetsLn 16$48K

LiabilitiesLn 26$0

Net assetsLn 32$48K

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$100K	$48K
Total assetsLn 16	$6.2M	$48K
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$6.2M	$48K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$6.1M	$6.1M
Legal feesLn 11b	$1K		$1K
Accounting feesLn 11c	$26K		$26K
Other fees for servicesLn 11g	$208K	$112K	$96K
Other expenses (24a–d)Ln 24	$510		$510
Total functional expensesLn 25	$6.3M	$6.2M	$124K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$105K	$6.3M	−$6.2M	$48K	990 PDF
FY2024	$9.8M	$6.1M	$3.7M	$6.2M	990 PDF
FY2023	$15.3M	$1.2M	$14.2M	$7.1M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2025 990 (6 parts)

Part I · Summary $104,771 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $5,000,000$0

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $4,841,392$104,771

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $9,841,392$104,771

I-13 Grants and similar amounts paidPrior year $6,075,000$6,060,000

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $53,741$236,316

I-18 Total expensesPrior year $6,128,741$6,296,316

I-19 Revenue less expensesPrior year $3,712,651−$6,191,545

Part VI · Governance 2 of 2 board members independent, 4 to look at

VI-1a Voting members of the governing body2

VI-1b Independent voting members2

VI-2 Family or business relationship among officers or directorsYes

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-12a Written conflict of interest policyYes

Part VIII · Statement of revenue $104,771 across 2 lines filed

VIII-3 Investment incomeExcluded from tax $104,771$104,771

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $104,771$104,771

Part IX · Statement of functional expenses $6,296,316 across 5 lines filed

IX-1 Grants to domestic organizationsPrograms $6,060,000$6,060,000

IX-11b Legal feesManagement $1,093$1,093

IX-11c Accounting feesManagement $26,213$26,213

IX-11g Other fees for servicesPrograms $112,500 · Management $96,000$208,500

IX-24 Other expenses (24a–d)Management $510$510

IX-25 Total functional expensesPrograms $6,172,500 · Management $123,816 · Fundraising $0$6,296,316

Part X · Balance sheet $47,623 assets, 6 lines filed

X-1 Cash, non-interest-bearingStart of year $100,000$47,623

X-16 Total assetsStart of year $6,239,168$47,623

X-26 Total liabilitiesStart of year $0$0

X-27 Net assets without donor restrictionsStart of year $6,239,168$47,623

X-32 Total net assets or fund balancesStart of year $6,239,168$47,623

X-33 Total liabilities and net assetsStart of year $6,239,168$47,623

Part XI · Reconciliation of net assets $47,623 net assets at year end

XI-1 Total revenue$104,771

XI-2 Total expenses$6,296,316

XI-3 Revenue less expenses−$6,191,545

XI-4 Net assets at start of year$6,239,168

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$47,623

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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