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OAKTREE INSTITUTE, INC.

OAKTREE INSTITUTE, INC. - Florida Company Profile

Company Details

Entity Name:	OAKTREE INSTITUTE, INC.
Jurisdiction:	FLORIDA
Filing Type:	Domestic Non-Profit
Status:	Active The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.
Date Filed:	12 Dec 2011 (13 years ago)
Document Number:	N11000011455
FEI/EIN Number	454030919 Federal Employer Identification (FEI) Number assigned by the IRS.
Address:	10708 Breaking Rocks DR, TAMPA, FL, 33647, US
Mail Address:	10708 Breaking Rocks DR, TAMPA, FL, 33647, US
ZIP code:	33647
County:	Hillsborough
Place of Formation:	FLORIDA

Key Officers & Management

Name	Role	Address
ABOUZIED AMR	Director	10708 Breaking Rocks DR, TAMPA, FL, 33647
Elhaddad Abdelaziz	Officer	15077 Beechwood Ave, Clive, IA, 50325
ABOUZIED AMR	Agent	10708 Breaking Rocks DR, TAMPA, FL, 33647
AHMED ABOBAKER MOHAMED	Officer	P O BOX 1430, LYNN HAVEN, FL, 32444

Events

Event Type	Filed Date	Value	Description
CHANGE OF MAILING ADDRESS	2015-02-23	10708 Breaking Rocks DR, TAMPA, FL 33647	-
CHANGE OF PRINCIPAL ADDRESS	2014-02-26	10708 Breaking Rocks DR, TAMPA, FL 33647	-
REGISTERED AGENT ADDRESS CHANGED	2014-02-26	10708 Breaking Rocks DR, TAMPA, FL 33647	-

Documents

Name	Date
ANNUAL REPORT	2024-02-21
ANNUAL REPORT	2023-03-21
ANNUAL REPORT	2022-04-26
ANNUAL REPORT	2021-04-03
Off/Dir Resignation	2020-04-03
ANNUAL REPORT	2020-02-09
ANNUAL REPORT	2019-03-25
ANNUAL REPORT	2018-04-01
ANNUAL REPORT	2017-03-15
ANNUAL REPORT	2016-03-07
ANNUAL REPORT	2015-02-23
ANNUAL REPORT	2014-02-26
ANNUAL REPORT	2013-02-17
ANNUAL REPORT	2012-01-30
Domestic Non-Profit	2011-12-12

Tax Exempt

EIN

Type of Organization

Exempt Organization Status

Address

Ruling Date

45-4030919

Corporation

Unconditional Exemption

10708 BREAKING ROCKS DR, TAMPA, FL, 33647-3590

2013-09

In Care of Name	% AMR ABOUZIED
Group Exemption Number	0000
Subsection	Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation	Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification	Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility	Contributions are deductible.
Foundation	Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period	2023-12
Asset	25,000 to 99,999
Income	100,000 to 499,999
Filing Requirement	990 (all other) or 990EZ return
PF Filing Requirement	No 990-PF return
Accounting Period	Dec
Asset Amount	37251
Income Amount	202784
Form 990 Revenue Amount	202784
National Taxonomy of Exempt Entities	Religion-Related: Islam
Sort Name	-

Publication 78 Data

Description	Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List	Yes
Deductibility	Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Determination Letter

Final Letter(s)

FinalLetter_45-4030919_OAKTREEINSTITUTEINC_05252012_01.tif

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name	OAKTREE INSTITUTE INC
EIN	45-4030919
Tax Period	202212
Filing Type	E
Return Type	990
File	View File

Organization Name	OAKTREE INSTITUTE INC
EIN	45-4030919
Tax Period	202112
Filing Type	E
Return Type	990
File	View File

Organization Name	OAKTREE INSTITUTE INC
EIN	45-4030919
Tax Period	202012
Filing Type	E
Return Type	990
File	View File

Organization Name	OAKTREE INSTITUTE INC
EIN	45-4030919
Tax Period	201912
Filing Type	E
Return Type	990
File	View File

Organization Name	OAKTREE INSTITUTE INC
EIN	45-4030919
Tax Period	201812
Filing Type	E
Return Type	990
File	View File

Organization Name	OAKTREE INSTITUTE INC
EIN	45-4030919
Tax Period	201712
Filing Type	E
Return Type	990
File	View File

Organization Name	OAKTREE INSTITUTE INC
EIN	45-4030919
Tax Period	201612
Filing Type	E
Return Type	990
File	View File

Organization Name	OAKTREE INSTITUTE INC
EIN	45-4030919
Tax Period	201512
Filing Type	E
Return Type	990
File	View File

Paycheck Protection Program

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

4552007709

2020-05-01

0455

PPP

10708 BREAKING ROCKS DRIVE, TAMPA, FL, 33647

Loan Status Date	2021-06-10
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	15625
Loan Approval Amount (current)	15625
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	12096
Servicing Lender Name	Wells Fargo Bank, National Association
Servicing Lender Address	101 N Philips Ave, SIOUX FALLS, SD, 57104-6738
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	TAMPA, HILLSBOROUGH, FL, 33647-1000
Project Congressional District	FL-15
Number of Employees	3
NAICS code	541720
Borrower Race	White
Borrower Ethnicity	Not Hispanic or Latino
Business Type	Non-Profit Organization
Originating Lender ID	12096
Originating Lender Name	Wells Fargo Bank, National Association
Originating Lender Address	SIOUX FALLS, SD
Gender	Male Owned
Veteran	Non-Veteran
Forgiveness Amount	15777.4
Forgiveness Paid Date	2021-04-29

Date of last update: 02 Apr 2025

Sources: Florida Department of State