Oakland Foundation Inc is a private grantmaking foundation established in 1996, based in Stowe, Vermont. As a 501(c)(3) organization, it operates as a private non-operating foundation focused on philanthropic giving in education and social services.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
-4.9% YoY
Annual Giving
$233K
+6.2% YoY
Grant Count
72
+12.5% YoY
Avg Grant Size
$3K
-5.6% YoY
Mission & Focus Areas
The foundation's giving priorities include:
- Education: Supporting educational projects and initiatives
- Social Services: Human services programs and support
- Philanthropy and Voluntarism: Grantmaking and community engagement
The foundation has demonstrated support for diverse program areas including workforce development training programs, winter clothing for needy children, and cultural initiatives.
Grantmaking
The foundation accepts grant applications, though specific application procedures are not detailed in available sources.
Average Grant
amount varies by program
How to Apply
**
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in:
- Vermont
- West Virginia
- Ohio
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total Assets: $2,892,361
- Total Giving: $219,175
- Total Revenue: $153,577
- Total Expenses: $287,163
- Total Liabilities: $4,620
Investment Income:
- 2023: $141,084
- 2022: $137,014 (3% increase year-over-year)
Historical Assets:
- 2022: $2,836,371
- 2021: $2,924,132
- 2020: $2,807,696
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,750,978 | $2,892,361 | $3,022,396 |
| Revenue | $149,535 | $153,577 | $92,697 |
| Expenses | $310,132 | $287,163 | $246,127 |
| Qualifying Distributions | $270,414 | $283,684 | $205,305 |
| Net Investment Income | $114,776 | $150,138 | $101,867 |
| Distributable Amount | $248,252 | $231,941 | $236,660 |
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 2024
Grant Size Distribution
250 grants across all recorded years
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
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KATHRINE COPPOCK | PRESIDENT | 12 | $14,000 |
| JOHN LUTZ | VICE-PRESIDE | 8 | $10,000 |
| ATHEY LUTZ | SECRETARY | 6 | $7,000 |
Contact Information
Address: PO Box 491 Stowe, VT 05672-0491
Telephone: 802-253-5115
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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