Oakland Foundation Inc

STOWE, VT EIN: 55-0754353 Website

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

+12.5% YoY

Avg Grant Size

$3K

-5.6% YoY

Under IRS private-foundation payout rules, Oakland Foundation Inc reported a distributable amount of $248K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

Vermont $382K (50%)

West Virginia $370K (48%)

Ohio $5K (1%)

Pennsylvania $5K (1%)

New York $3K (0%)

Colorado $2K (0%)

States

Colorado New York Ohio Pennsylvania Vermont West Virginia

Cities

ArthurdaleAuroraBarreBeckleyBerlinBurlingtnBurlingtonCabotCharles TownCharlestonColchesterCraftsbury CommonCrestonDavisElkinsEssex JunctionFisherFolsomGreensboroHambleton

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

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include Mtn Laurel Learning Cooperative ($8,446), Active Southern West Virginia ($7,000), Alpine Heritage Preservation ($7,000).

Recipient	Purpose	Amount
ACTIVE SOUTHERN WEST VIRGINIA BECKLEY, WV	HEALTH EDUCATION PROGRAMS ALL AGES	$7,000
ALPINE HERITAGE PRESERVATION DAVIS, WV	RESTORE COTTILL'S OPERA HOUSE	$7,000
APPALACHIAN EXPEDITIONS DAVIS, WV	ACCREDITATION FOR NATURE EXPLORATION	$4,215
ARTHURDALE HERITAGE ARTHURDALE, WV	RESTORE PILLARS AND CHIMNEY	$5,000
ARTSBRIDGE PARKERSBURG, WV	ARTS ENCOUNTER PROGRAM	$1,600
AUDUBON VERMONT HUNTINGTON, VT	CONSERVATION PROGRAM FOR TEENS	$1,500
AURORA PROJECT AURORA, WV	PUBLICITY FOR BARN DANCE FUNDRAISER	$1,605
BLACKWATER MINISTERIAL ASSOCIATION DAVIS, WV	SUPPORT FOOD BANK	$7,000
CANAAN VALLEY VOLUNTEER FIRE DEPT DAVIS, WV	GENERAL SUPPORT	$5,000
CENTER FOR AGRICULTURAL ECONOMY HARDWICK, VT	GROWING AND PRESERVING WORKSHOPS	$5,000

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

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does Oakland Foundation Inc fund?

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.

How do I apply for a grant from Oakland Foundation Inc?

**Grant Characteristics:** • Typical grant awards range from $500 to $18,000 • Average grant amount varies by program • The foundation made 59 grants in 2023, totaling $219,175 in giving **Recent Grant Examples (2023):** • Cottrill's Opera House: $18,000 (Restore Cottrill's Opera House) • Active Southern West Virginia: $10,000 (Health Education Programs All Ages) • Yestermorrow Design Build School: $6,000 (Woodshop Restoration) **Application Process:** The foundation accepts grant applications,…

Where does Oakland Foundation Inc make grants?

The foundation primarily funds organizations in: • Vermont • West Virginia • Ohio

What size grants does Oakland Foundation Inc award?

In 2024, Oakland Foundation Inc awarded 72 grants totaling $233K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Oakland Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Oakland Foundation Inc reported a distributable amount of $248K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.