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
20
+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.
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.
Ready to take the next step with Oakpoint Charitable Foundation?
Geographic Focus
Where this funder awards grants
The foundation's grantmaking focuses primarily on:
- Florida
- New York
- California
Grant Distribution by State
States
Cities
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.
| 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
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.
Explore Open Grants
Browse active grant opportunities in Oakpoint Charitable Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Conservation Food and Health Foundation
BOSTON, MA
Assets
$14.6M
Grants
49
Total Given
$2.2M
Charles J Tasker Memorial Scholarship Fund
HANOVER, MA
Assets
$98K
Grants
1
Total Given
$8K
The Bulens Family Foundation
WELLESLEY, MA
Assets
$3.0M
Grants
68
Total Given
$956K
Marshall M & Barbara J Sloane Pvt Found
CHESTNUT HILL, MA
Assets
$1.2M
Grants
11
Total Given
$75K
John J Mcardle Iii & Joan C Mcardle
ANDOVER, MA
Assets
$1.8M
Grants
13
Total Given
$205K
Massachusetts Association of Realtors
FOXBOROUGH, MA
Assets
$18.1M
Grants
2
Total Given
$71K
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Oakpoint Charitable Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Oakpoint Charitable Foundation to a real strategy.