Oakpoint Charitable Foundation

WALTHAM, MA EIN: 82-1895023

Oakpoint Charitable Foundation is a private grantmaking foundation designated as a 501(c)(3) organization. The foundation has been tax-exempt since November 2017 and is headquartered in Waltham, Massachusetts. It operates as a private foundation focused on philanthropic grantmaking.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$35.7M

+11.3% YoY

Annual Giving

$955K

-17.9% YoY

Grant Count

+42.9% YoY

Avg Grant Size

$48K

-42.5% YoY

Under IRS private-foundation payout rules, Oakpoint Charitable Foundation reported a distributable amount of $1.7M 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 grantmaking priorities include:

Education
Philanthropy, Voluntarism & Grantmaking
Human Services

Grantmaking

The foundation maintains an active grantmaking program, with financial data current as of February 2026.

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Geographic Focus

Where this funder awards grants

The foundation's grantmaking focuses primarily on:

Florida
New York
California

Grant Distribution by State

New York $3.1M (64%)

District of Columbia $876K (18%)

Florida $334K (7%)

North Carolina $118K (2%)

Washington $100K (2%)

Massachusetts $99K (2%)

California $97K (2%)

Oregon $50K (1%)

+4 more states

States

California District of Columbia Florida Massachusetts Maryland North Carolina New York Ohio Oregon Pennsylvania Rhode Island Washington

Cities

AshevilleBarringtonBerkeleyBraintreeBridge HamptonBridgehamptonBronxBrooklynBroomallCoconut CreekFort LauderdaleFt LauderdaleFt LaurderdaleGallowayHauppaugeHavertownLos AngelesMiamiNew BedfordNew York

Financial History

Multi-year comparison from IRS filings

As of December 2024:

Total Assets: $35,736,077
Total Revenue: $2,276,291
Total Expenses: $1,902,216
Net Income: $374,075
Total Liabilities: $5,000

Historical Context: The foundation has maintained substantial assets since its establishment, with consistent financial activity across multiple fiscal years.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$35,736,077	$32,116,231	$26,503,745
Revenue	$2,276,291	$880,746	$1,286,740
Expenses	$1,902,216	$1,876,707	$1,856,015
Qualifying Distributions	$1,686,779	$1,724,775	$1,691,946
Net Investment Income	$2,086,687	$743,205	$1,110,355
Distributable Amount	$1,672,149	$1,478,424	$1,517,369

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

95 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Women's Art Center Of The Hamptons ($250,000), Community Foundation Of Broward ($100,000), Every Woman Treaty ($100,000).

Recipient	Purpose	Amount
A Fair Shake For Youth Inc New York, NY	General Operating Grant	$35,000
ASAP Asheville, NC	General Operating Grant	$5,000
Brandon Merritt Charitable Fort Lauderdale, FL	General Operating Grant	$5,000
Broward Education Foundation Fort Lauderdale, FL	General Operating Grant	$5,000
Community Foundation Of Broward Fort Lauderdale, FL	General Operating Grant	$100,000
Every Woman Treaty Seattle, WA	General Operating Grant	$100,000
Fair Chance Washington, DC	General Operating Grant	$5,000
For Infinity And Beyond Foundation Broomall, PA	General Operating Grant	$5,000
Hand-In-Hand Portland, OR	General Operating Grant	$50,000
Jack And Jill Childrens Center Inc Fort Lauderdale, FL	General Operating Grant	$50,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Ronald Elum	Exectuive Director	40	$145,710
Kathryn Gorman	Director	1	—
Julie Jensen	Director, President	1	—
Charles Meyer	Director, Vice President	15	$82,159
Ann Belzner	Director, Secretary	1	—
Andrew J Meyer	Director	1	$58,060

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does Oakpoint Charitable Foundation fund?

The foundation's grantmaking priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services

How do I apply for a grant from Oakpoint Charitable Foundation?

**Grant Amounts:** • Typical awards range from $3,508 to $350,000 • Total giving in 2024: $955,000 **Recent Activity:** The foundation maintains an active grantmaking program, with financial data current as of February 2026.

Where does Oakpoint Charitable Foundation make grants?

The foundation's grantmaking focuses primarily on: • Florida • New York • California

What size grants does Oakpoint Charitable Foundation award?

In 2024, Oakpoint Charitable Foundation awarded 20 grants totaling $955K — an average of about $48K per grant, based on its IRS Form 990 filings.

How much is Oakpoint Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Oakpoint Charitable Foundation reported a distributable amount of $1.7M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Oakpoint Charitable Foundation's EIN?

Oakpoint Charitable Foundation's EIN (Employer Identification Number) is 82-1895023. IRS Form 990 filing data is available on this page for 2020–2024.