Oakhill Foundation

LINCOLN, MA EIN: 20-6021595

Oakhill Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LINCOLN, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.7M in total assets. In 2024, it awarded 4 grants totaling $1.8M. Net investment income was $833K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$13.7M

-5.7% YoY

Annual Giving

$1.8M

+221.1% YoY

Grant Count

4

+100.0% YoY

Avg Grant Size

$442K

+60.6% YoY

About Oakhill Foundation

Based on IRS filings

Oakhill Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LINCOLN, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.7M in total assets. In 2024, it awarded 4 grants totaling $1.8M. Net investment income was $833K.

Ready to take the next step with Oakhill Foundation?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BraintreeChicagoCincinnati

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4M$7M$11M$14M20202021202220232024
Metric202420232022
Total Assets$13,669,946$14,500,729$11,970,551
Revenue$846,700$3,022,079$960,436
Expenses$1,843,232$601,513$62,773
Qualifying Distributions$1,766,889$550,217
Net Investment Income$832,705$3,002,960$944,360
Distributable Amount$839,929$746,200$775,503

Giving Over Time

Total grant dollars and number of grants per year

$0$600K$1M$2M$2M3 grants20203 grants20210 grants20222 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

FIDELITY CHARITABLE GIFT…$1.3MFIDELITY CHARITABLE GIFT…$257KFIDELITY CHARITABLE GIFT…$131KFIDELITY CHARITABLE GIFT…$129K

Grant Size Distribution

12 grants across all recorded years

<$50K$50–100K3$100–250K4$250–500K1$500K–1M4$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOHN R BERTUCCITRUSTEE1
CLAIRE R BERTUCCITRUSTEE1
DAVID C MEGANTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

What could you do with Oakhill Foundation on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities