Oakland Foundation Inc
Oakland Foundation Inc is a private foundation based in Stowe, Vermont. Its 2025 filing reports grants to organizations, with most grant dollars going to recipients in West Virginia and Vermont.
Key facts about Oakland Foundation Inc
In short: Oakland Foundation Inc gave $231K across 80 grants in 2025 (avg $3K), mostly in West Virginia. 32% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 55-0754353
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $230,845
- Grants made (2025)
- 80
- Average grant
- $2,886
- Median grant
- $2,500
- New grantees (estimate)
- 32% first-time grantees (24 of 75, 2025)
- Total assets
- $2,591,917
- Primary geography
- West Virginia (56% of itemized 2025 grant dollars)
- How to apply
- The 2025 filing says applicants must be qualified nonprofit organizations or other qualified entities and directs them to use the attached grant application form. Full details ↓
- Deadline
- The filing lists four annual application due dates: March 1, June 1, September 1, and December 1.
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.6M
-5.8% YoY
Annual Giving
$231K
-0.8% YoY
Grant Count
80
+11.1% YoY
Avg Grant Size
$3K
-10.7% YoY
Under IRS private-foundation payout rules, Oakland Foundation Inc reported a distributable amount of $254K for 2025 — the minimum it must pay out in qualifying distributions.
Is Oakland Foundation Inc open to new grantees?
32%
first-time grantees, 2025
In 2025, 24 of 75 grantees (32%) were first-time recipients. First grants averaged $2K; repeat grants $3K. How we count
Medians: $2K first-time, $3K repeat.
- 53% of 2025 grantees were also funded in 2024. Method
- Giving grew 36% from 2022 to 2025. Method
- In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The available filing information does not state a mission. Grants in 2025 supported a range of activities, including health education, training, arts and cultural preservation, recreation, and accessibility. For example, Active Southern West Virginia received support for health education programs, while Alpine Heritage Preservation received support to restore an opera house.
The grantees’ own descriptions illustrate the range of organizations funded. Blackwater Ministerial Association describes its mission as providing food and other community services to people in need in Tucker County. Yestermorrow says it provides hands-on design and craft education, and the Parkersburg Art Center says its mission is to promote and support visual arts and artists in the Mid-Ohio Valley.
Grantmaking
In 2025, the foundation reported 80 grants totaling $230,845. Grants ranged from $500 to $10,000, with a median award of $2,500. Examples include $10,000 to WV University Parkersburg Foundation for the WVUP Foundation Oakland Fund; $5,250 to Planned Parenthood of Northern New England for its Barre office sliding scale; and $5,120 to Mountain Laurel Learning Cooperative for professional training and Montessori materials. Other $5,000 awards supported health education, backcountry scholarships, trail maintenance, an accessible bathroom, a makerspace, and historic-building restoration.
Review Cycle
** The filing lists four annual application due dates: March 1, June 1, September 1, and December 1.
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Geographic Focus
Where this funder awards grants
The 2025 filing reports that 56% of grant dollars went to West Virginia recipients, 43% to Vermont recipients, and 1% to Ohio recipients.
Grant Distribution by State
Share of all 80 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
338 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| WV UNIVERSITY PARKERSBURG FOUNDATIO Parkersburg, WV | SUPPORT WVUP FOUNDATION OAKLAND FUND | $10,000 |
| PLANNED PARENTHOOD NORTHRN NEW ENG Colchester, VT | SUPPORT BARRE OFFICE SLIDING SCALE | $5,250 |
| MTN LAUREL LEARNING COOPERATIVE Davis, WV | PRO. TRAINING & MONTESSORI MATERIAL | $5,120 |
| ACTIVE SOUTHERN WEST VIRGINIA Beckley, WV | HEALTH EDUCATION PROGRAMS ALL AGES | $5,000 |
| ALPINE HERITAGE PRESERVATION Davis, WV | RESTORE COTTILL'S OPERA HOUSE | $5,000 |
| APPALACHIAN EXPEDITIONS Davis, WV | BACKCOUNTRY SCHOLARSHIPS | $5,000 |
| HEART OF THE HIGHLANDS Davis, WV | IMPROVE AND MAINTAIN TRAIL SYSTEM | $5,000 |
| HIGH ROCKS EDUCATIONAL CORP Hillsboro, WV | SUMMER CAMP HEALTHY LIVING&WILLNES | $5,000 |
| MT MANSFIELD WINTER ACADEMY Stowe, VT | CREATE MAKERSPACE ROOM | $5,000 |
| PARKERSBURG ART CENTER Parkersburg, WV | PUBLISH PROMOTIONAL MAGAZINE | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $2,591,917 | $170,033 | $315,484 | $230,845 | 80 |
| 2024 | $2,750,978 | $149,535 | $310,132 | $232,773 | 72 |
| 2023 | $2,892,361 | $153,577 | $287,163 | $219,175 | 64 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,591,917 | $2,750,978 | $2,892,361 |
| Revenue | $170,033 | $149,535 | $153,577 |
| Expenses | $315,484 | $310,132 | $287,163 |
| Qualifying Distributions | $266,515 | $270,414 | $283,684 |
| Net Investment Income | $130,323 | $114,776 | $150,138 |
| Distributable Amount | $254,462 | $248,252 | $231,941 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Kathrine Coppock as president, John Lutz as vice-president, and Athey Lutz as secretary.
Oakland Foundation Inc is led by Kathrine L. Coppock, President on every filing since 2020; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Kathrine L. Coppock
President
On filings since 2020
$14K (2020) → $14K (2025)
Athey Lutz
Secretary
On filings since 2020
$7K (2020) → $10K (2025)
John D. Lutz
Vice President
On filings since 2020
$10K (2020) → $7K (2025)
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.
Compensation Overview
From 2025 IRS filing
Contact
Application contact: Oakland Foundation
Mailing address: PO Box 26103, Parkersburg, WV 26103
Phone: (802) 253-5115
Email: klc@oak.org
Website: https://oakland-foundation.com
Frequently asked questions about Oakland Foundation Inc
How much does Oakland Foundation Inc give each year?
Oakland Foundation Inc gave $231K across 80 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $233K across 72 grants.
What is Oakland Foundation Inc's typical grant size?
Oakland Foundation Inc's median grant in 2025 was $2,500, and its average grant was $2,886, across 80 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Oakland Foundation Inc that year got $2K on average.
Where does Oakland Foundation Inc give grants?
Oakland Foundation Inc gives mostly in West Virginia: 56% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Vermont (43%). The most frequent recipient cities were Davis, WV (9 grants), Parkersburg, WV (6 grants), Burlington, VT (6 grants) and Stowe, VT (4 grants).
Does Oakland Foundation Inc give general operating support?
Occasionally: 8% of Oakland Foundation Inc's 2025 grants with a stated purpose (6 of 80) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Oakland Foundation Inc's largest grantees?
Oakland Foundation Inc's largest 2025 grantees include WV University Parkersburg Foundatio ($10,000), High Rocks Educational Corp ($9,000 across 2 grants) and Planned Parenthood Northrn New Eng ($5,250), according to its 2025 IRS Form 990-PF. Together they received 11% of its itemized 2025 grant dollars.
How large is Oakland Foundation Inc?
Oakland Foundation Inc reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $267K in qualifying distributions that year, against a required minimum of $254K (roughly 5% of its investment assets).
What does Oakland Foundation Inc fund?
The available filing information does not state a mission. Grants in 2025 supported a range of activities, including health education, training, arts and cultural preservation, recreation, and accessibility. For example, Active Southern West Virginia received support for health education programs, while Alpine Heritage Preservation received support to restore an opera house. The grantees’ own descriptions illustrate the range of organizations funded. Blackwater Ministerial Association describes…
How do I apply for a grant from Oakland Foundation Inc?
The 2025 filing says applicants must be qualified nonprofit organizations or other qualified entities and directs them to use the attached grant application form. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Oakland Foundation Inc's EIN?
Oakland Foundation Inc's EIN (Employer Identification Number) is 55-0754353. 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. Research dossier generated September 2026.
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