Oakhill Foundation
Oakhill Foundation is a private foundation, based in Lincoln, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $13.2M in total assets. In 2025, it awarded 4 grants totaling $1.5M. Net investment income was $753K.
Oakhill Foundation at a glance
In short: Oakhill Foundation gave $1.5M across 4 grants in 2025 (avg $373K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,490,586
- -15.6% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $372,647
- -15.6% vs 2024
- Median grant
- $345,386
- Total assets
- $13,209,499
- -3.4% vs 2024
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Oakhill Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Fidelity Charitable Gift Fund ($1.5M across 4 grants).
Grant Size Distribution
13 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 13 (31%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Oakhill Foundation gives
- In 2025 it paid out 179% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $550K (2023) to $2.4M (2020). In 2025 it made 4 grants totaling $1.5M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Charitable Gift Fund Cincinnati, OH | Charitable Purposes | $700,000 |
| Fidelity Charitable Gift Fund Cincinnati, OH | Charitable Purposes | $571,522 |
| Fidelity Charitable Gift Fund Cincinnati, OH | Charitable Purposes | $119,249 |
| Fidelity Charitable Gift Fund Cincinnati, OH | Charitable Purposes | $99,815 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $13,209,499 | $766,973 | $1,527,868 | $1,490,586 | 4 | $1,490,586 | $753,448 | $831,004 |
| 2024 | $13,669,946 | $846,700 | $1,843,232 | $1,766,889 | 4 | $1,766,889 | $832,705 | $839,929 |
| 2023 | $14,500,729 | $3,022,079 | $601,513 | $550,217 | 2 | $550,217 | $3,002,960 | $746,200 |
| 2022 | $11,970,551 | $960,436 | $62,773 | — | — | — | $944,360 | $775,503 |
| 2021 | $11,138,452 | $12,954,666 | $1,951,945 | $1,930,682 | 3 | $1,930,682 | $2,786,354 | $752,864 |
| 2020 | $8,701,442 | $268,872 | $2,421,365 | $2,401,135 | 3 | — | $252,738 | $531,950 |
Under IRS private-foundation payout rules, Oakhill Foundation reported a distributable amount of $831K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Oakhill Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Claire R. Bertucci
Trustee
On filings since 2020
1 hr/week
No compensation reported
David C. Megan
Trustee
On filings since 2020
1 hr/week
No compensation reported
John R. Bertucci
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Oakhill Foundation
How much does Oakhill Foundation give each year?
Oakhill Foundation gave $1.5M across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.8M across 4 grants.
What is Oakhill Foundation's typical grant size?
Oakhill Foundation's median grant in 2025 was $345,386, and its average grant was $372,647, across 4 grants on its 2025 IRS Form 990-PF.
Where does Oakhill Foundation give grants?
Oakhill Foundation gives mostly in Ohio: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Cincinnati, OH (4 grants).
How large is Oakhill Foundation?
Oakhill Foundation reported $13.2M in total assets on its 2025 IRS Form 990-PF. It paid out $1.5M in qualifying distributions that year, against a required minimum of $831K (roughly 5% of its investment assets).
What is Oakhill Foundation's EIN?
Oakhill Foundation's EIN (Employer Identification Number) is 20-6021595. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Oakhill Foundation's focus areas in our free grants database
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