Oakland Foundation Inc logo

Oakland Foundation Inc

Private foundation · Grantmaker Stowe, VT EIN: 55-0754353 Website

Oakland Foundation Inc is a private foundation based in Stowe, Vermont, according to its IRS filing. Its 2025 filing reports 80 grants totaling $230,845, with most grant dollars going to recipients in West Virginia and Vermont.

Oakland Foundation Inc at a glance

In short: Oakland Foundation Inc gave $231K across 80 grants in 2025 (avg $3K), mostly in West Virginia. 31% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$230,845
-0.8% vs 2024
Grants made (2025)
80
+11.1% vs 2024
Average grant
$2,886
-10.7% vs 2024
Median grant
$2,500
Total assets
$2,591,917
-5.8% vs 2024
New grantees (estimate)
31% first-time grantees (23 of 75, 2025)
Primary geography
West Virginia (56% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Oakland Foundation Inc

How to Apply

The foundation’s 2025 filing says applicants must be qualified nonprofit organizations or other qualified entities and directs them to use the grant application form and guidelines. The filing says the foundation does not restrict giving to preselected organizations. Its website says applications can be submitted online or requested as an electronic form; it also says applicants must answer every question and use funds only for the approved purpose. Recipients may be asked for receipts and must submit a detailed outcomes report within eight weeks of the project end date.

Review Cycle
The 2025 filing lists four annual application due dates: March 1, June 1, September 1, and December 1. The next listed date is December 1, 2026.
Deadline
The 2025 filing lists four annual application due dates: March 1, June 1, September 1, and December 1.
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

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Oakland Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

WV University Parkersburg Foundatio: $10KWV University ParkersburgFoundatio$10KHigh Rocks Educational Corp: $9K across 2 grantsHigh Rocks Educational Corp$9K · 2 grantsPlanned Parenthood Northrn New Eng: $5KPlanned Parenthood Northrn NewEng$5KMTN Laurel Learning Cooperative: $5KMTN Laurel LearningCooperative$5KActive Southern West Virginia: $5KActive Southern West Virginia$5KAlpine Heritage Preservation: $5KAlpine Heritage Preservation$5KHeart of the Highlands: $5KHeart of the Highlands$5KMt Mansfield Winter Academy: $5KMt Mansfield Winter Academy$5KParkersburg Art Center: $5KParkersburg Art Center$5KSaranam Retreat Center: $5KSaranam Retreat Center$5K

The largest 2025 recipient was WV University Parkersburg Foundatio ($10K). Together the top 10 received $59K.

Organizations only. It also paid 1 individual scholarship ($5,000), which are not listed by name.

Grant Size Distribution

338 grants across all recorded years

338<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 338 grants of 338 (100%).

Geographic Focus

Where this funder awards grants

The 2025 filing shows that 56% of grant dollars went to West Virginia recipients, 43% to Vermont recipients, and 1% to Ohio recipients. The largest listed grants included awards to organizations in West Virginia and Vermont.

Separately, the foundation’s website says it particularly supports projects in Redditch, Bardon, Corby, Knottingley, and Skelmersdale, England.

Grant Distribution by State

6states

Share of 2025 grant dollars across all 80 itemized grants.

Cities

BurlingtonDavisParkersburgMontpelierStoweWillistonHambletonSouth BurlingtonMorrisvilleBarreShelburneMorgantownWinooskiCharlestonColchesterCrestonEssex JunctionKingwoodMiddleburyParsons

Is Oakland Foundation Inc open to new grantees?

31%

first-time grantees, 2025

In 2025, 23 of 75 grantees (31%) 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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K59 grants2020 63 grants2021 59 grants2022 64 grants2023 72 grants2024 80 grants2025

From 2020 to 2025, annual grant giving ranged from $167K (2021) to $233K (2024). In 2025 it made 80 grants totaling $231K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
WV University Parkersburg Foundatio Parkersburg, WVSupport Wvup Foundation Oakland Fund$10,000
Planned Parenthood Northrn New Eng Colchester, VTSupport Barre Office Sliding Scale$5,250
MTN Laurel Learning Cooperative Davis, WVPro. Training & Montessori Material$5,120
Active Southern West Virginia Beckley, WVHealth Education Programs All Ages$5,000
Alpine Heritage Preservation Davis, WVRestore Cottill's Opera House$5,000
1 individual scholarship Recipients not named —$5,000
Heart of the Highlands Davis, WVImprove and Maintain Trail System$5,000
High Rocks Educational Corp Hillsboro, WVSummer Camp Healthy LIVING&WILLNES$5,000
Mt Mansfield Winter Academy Stowe, VTCreate Makerspace Room$5,000
Parkersburg Art Center Parkersburg, WVPublish Promotional Magazine$5,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$2,591,917$170,033$315,484$230,84580$266,515$130,323$254,462
2024$2,750,978$149,535$310,132$232,77372$270,414$114,776$248,252
2023$2,892,361$153,577$287,163$219,17564$283,684$150,138$231,941
2022$3,022,396$92,697$246,127$170,05459$205,305$101,867$236,660
2021$3,177,437$312,086$237,029$167,18763$206,085$281,142$245,930
2020$3,102,380$116,333$242,802$185,01059—$96,649$220,717

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.

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

Mission & Focus Areas

The IRS filing and listed grants do not state a mission for the Stowe-based foundation. Its 2025 grants show support for recipients working in areas including education, health, arts, heritage preservation, recreation, and environmental learning. These are examples of grantee activities, not stated foundation-wide priorities.

Among the grantees, Alpine Heritage Preservation describes its mission as restoring an historic opera house and providing a venue for arts and events in Thomas, West Virginia. Parkersburg Art Center says its mission is to promote and support visual arts and artists in the Mid-Ohio Valley. Shelburne Farms describes its mission as inspiring and cultivating learning for a sustainable future.

The foundation’s website says its funding is intended for established organizations supporting disadvantaged children under 16 and their families, with priorities in education, health and nutrition, and sport. It states that applicants must apply through an established group or organization, and that it does not fund overhead costs such as contracted staff wages, rent, or utilities. Capital funding is considered only in exceptional circumstances, usually as part of a partnership funding agreement.

Grantmaking

In 2025, the foundation awarded 80 grants totaling $230,845. Grants ranged from $500 to $10,000, with a median award of $2,500.

Largest reported 2025 grants included $10,000 to WV University Parkersburg Foundation to support the WVUP Foundation Oakland Fund; $5,250 to Planned Parenthood of Northern New England to support its Barre office sliding scale; and $5,120 to Mountain Laurel Learning Cooperative for professional training and Montessori materials. Other $5,000 awards included grants to Active Southern West Virginia for health education programs, Alpine Heritage Preservation for opera-house restoration, an individual recipient for backcountry scholarships, and Shelburne Farms for barn restoration.

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

Kathrine Coppock — President: $14KKathrine CoppockPresident$14KAthey Lutz — Secretary: $10KAthey LutzSecretary$10KJohn Lutz — Vice-Preside: $7KJohn LutzVice-Preside$7K

The highest reported compensation on the 2025 filing was $14K, to Kathrine Coppock (President). 3 officers or directors reported compensation on that filing.

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 (8 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. It also paid 1 individual scholarship ($5,000), which are not listed by name. 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 IRS filing and listed grants do not state a mission for the Stowe-based foundation. Its 2025 grants show support for recipients working in areas including education, health, arts, heritage preservation, recreation, and environmental learning. See mission & focus areas ↑

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

The foundation’s 2025 filing says applicants must be qualified nonprofit organizations or other qualified entities and directs them to use the grant application form and guidelines. 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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). Oakland Foundation Inc funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/oakland-foundation-inc-morg_817dc6c10835479586703905784e49bf

BibTeX
@misc{grantable_550754353_2026,
  author       = {{Grantable}},
  title        = {{Oakland Foundation Inc funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/oakland-foundation-inc-morg_817dc6c10835479586703905784e49bf},
  note         = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Oakland Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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