Oakpoint Charitable Foundation
Oakpoint Charitable Foundation is a private foundation based in Waltham, Massachusetts. Its 2024 filing reports 20 grants totaling $955,000, with each listed grant designated for general operating support.
Oakpoint Charitable Foundation at a glance
In short: Oakpoint Charitable Foundation gave $955K across 20 grants in 2024 (avg $48K), top state New York. 60% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $955,000
- -17.9% vs 2023
- Grants made (2024)
- 20
- +42.9% vs 2023
- Average grant
- $47,750
- -42.5% vs 2023
- Median grant
- $25,000
- Total assets
- $35,736,077
- +11.3% vs 2023
- New grantees (estimate)
- 60% first-time grantees (12 of 20, 2024; small sample)
- Primary geography
- New York (41% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Oakpoint Charitable Foundation
- Accepts unsolicited proposals
- No
- Contact
Mailing address: Co Berrydunn 51 Sawyer Road 610, Waltham, MA 02453
Phone: (617) 965-5959
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Oakpoint Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Women's Art Center Of The Hamptons ($250K). Together the top 10 received $845K.
Grant Size Distribution
95 grants across all recorded years
The most common grant size was under $50K: 65 grants of 95 (68%).
Geographic Focus
Where this funder awards grants
The 2024 grant dollars were distributed among recipients in several states. New York received 41% of grant dollars, Florida 19%, Washington 10%, and the District of Columbia and California 9% each.
Grant Distribution by State
Share of 2024 grant dollars across all 20 itemized grants.
States
Cities
Is Oakpoint Charitable Foundation open to new grantees?
60%
first-time grantees, 2024
In 2024, 12 of 20 grantees (60%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $35K; repeat grants $68K. How we count
Medians: $23K first-time, $43K repeat.
- 35% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+13%). Method
- In 2024 it paid out 101% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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
From 2020 to 2024, annual grant giving ranged from $747K (2020) to $1.2M (2023). In 2024 it made 20 grants totaling $955K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Women's Art Center Of The Hamptons Bridgehampton, NY | General Operating Grant | $250,000 |
| Community Foundation Of Broward Fort Lauderdale, FL | General Operating Grant | $100,000 |
| Every Woman Treaty Seattle, WA | General Operating Grant | $100,000 |
| Pioneer Works Art Foundation Brooklyn, NY | General Operating Grant | $100,000 |
| Latin American Youth Center Washington, DC | General Operating Grant | $85,000 |
| Hand-In-Hand Portland, OR | General Operating Grant | $50,000 |
| Jack And Jill Childrens Center Inc Fort Lauderdale, FL | General Operating Grant | $50,000 |
| Put Me In San Fransisco, CA | General Operating Grant | $50,000 |
| A Fair Shake For Youth Inc New York, NY | General Operating Grant | $35,000 |
| Whaling Museum New Bedford, MA | General Operating Grant | $25,000 |
Ready to take the next step with Oakpoint Charitable Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $35,736,077 | $2,276,291 | $1,902,216 | $955,000 | 20 | $1,686,779 | $2,086,687 | $1,672,149 |
| 2023 | $32,116,231 | $880,746 | $1,876,707 | $1,163,558 | 14 | $1,724,775 | $743,205 | $1,478,424 |
| 2022 | $26,503,745 | $1,286,740 | $1,856,015 | $1,073,508 | 19 | $1,691,946 | $1,110,355 | $1,517,369 |
| 2021 | $27,073,020 | $2,761,676 | $1,416,934 | $847,500 | 20 | $1,268,763 | $2,627,283 | $1,723,574 |
| 2020 | $25,728,278 | $602,622 | $1,265,661 | $747,000 | 22 | — | $501,230 | $1,426,364 |
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 October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants went to a range of charitable organizations. For example, Women’s Art Center of the Hamptons says it supports and elevates women thinkers and makers through educational initiatives, community programs, exhibitions, and events. Every Woman Treaty describes its work as advancing a treaty to end violence against women and girls, while Pioneer Works Art Foundation says its mission is to promote participation in the arts and sciences.
Other 2024 grantees describe work in community philanthropy, youth development, and children’s and family services. The Community Foundation of Broward says it connects people with causes through community solutions and philanthropy; the Latin American Youth Center says it supports young people’s transitions to adulthood; and Jack and Jill Children’s Center says it strengthens children and families through education, programming, and community engagement.
Grantmaking
In 2024, the foundation gave $955,000 through 20 grants. Grants ranged from $5,000 to $250,000, with a median grant of $25,000. The largest awards included $250,000 to Women’s Art Center of the Hamptons; $100,000 each to Community Foundation of Broward, Every Woman Treaty, and Pioneer Works Art Foundation; and $85,000 to Latin American Youth Center. Each was listed as a general operating grant.
The foundation’s 2024 filing states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Ronald Elum as Executive Director; Julie Jensen as Director and President; Charles Meyer as Director and Vice President; Ann Belzner as Director and Secretary; and Kathryn Gorman and Andrew J Meyer as directors.
Oakpoint Charitable Foundation is led by Julie Jensen, Director & President on every filing since 2020; 3 of 6 officers listed in 2024 are compensated.
Officers on the 2024 filing
Julie Jensen
Director & President
On filings since 2020
1 hr/week
No compensation reported
Andrew J Meyer
Director
On filings since 2020
1 hr/week
$58K (2022) → $58K (2024)
Charles Meyer
Director & Vice President
Vice President & Director of Program Development → Director & Vice President, 2021
On filings since 2020
15 hrs/week
$70K (2020) → $82K (2024)
Ronald D Elum
Exectuive Director
Treasurer & Executive Director → Exectuive Director, 2023
On filings since 2020
40 hrs/week
$97K (2020) → $146K (2024)
Ann Belzner
Director & Secretary
On filings since 2020
1 hr/week
No compensation reported
Kathryn Gorman
Director
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $146K, to Ronald Elum (Exectuive Director). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Oakpoint Charitable Foundation
How much does Oakpoint Charitable Foundation give each year?
Oakpoint Charitable Foundation gave $955K across 20 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.2M across 14 grants.
What is Oakpoint Charitable Foundation's typical grant size?
Oakpoint Charitable Foundation's median grant in 2024 was $25,000, and its average grant was $47,750, across 20 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Oakpoint Charitable Foundation that year got $35K on average.
Where does Oakpoint Charitable Foundation give grants?
Oakpoint Charitable Foundation's top state is New York, with 41% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Florida (19%) and Washington (10%). The most frequent recipient cities were Fort Lauderdale, FL (4 grants), Washington, DC (2 grants) and New York, NY (2 grants).
Does Oakpoint Charitable Foundation give general operating support?
Yes: 100% of Oakpoint Charitable Foundation's 2024 grants with a stated purpose (20 of 20) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Oakpoint Charitable Foundation's largest grantees?
Oakpoint Charitable Foundation's largest 2024 grantees include Women's Art Center Of The Hamptons ($250,000), Community Foundation Of Broward ($100,000) and Every Woman Treaty ($100,000), according to its 2024 IRS Form 990-PF. Together they received 47% of its itemized 2024 grant dollars.
How large is Oakpoint Charitable Foundation?
Oakpoint Charitable Foundation reported $35.7M in total assets on its 2024 IRS Form 990-PF. It paid out $1.7M in qualifying distributions that year, against a required minimum of $1.7M (roughly 5% of its investment assets).
What does Oakpoint Charitable Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants went to a range of charitable organizations. For example, Women’s Art Center of the Hamptons says it supports and elevates women thinkers and makers through educational initiatives, community programs, exhibitions, and events. See mission & focus areas ↑
How do I apply for a grant from Oakpoint Charitable Foundation?
Oakpoint Charitable Foundation does not accept unsolicited proposals, according to Grantable's research on its published guidelines.
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.
Does Oakpoint Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Oakpoint Charitable Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Oakpoint Charitable Foundation funder profile. GrantGraph. Retrieved October 10, 2026, from https://grantable.co/funders/oakpoint-charitable-foundation-morg_c727d4a71a504187815618f939af3ceb
BibTeX
@misc{grantable_821895023_2026,
author = {{Grantable}},
title = {{Oakpoint Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/oakpoint-charitable-foundation-morg_c727d4a71a504187815618f939af3ceb},
note = {Accessed 2026-10-10. 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 Oakpoint Charitable Foundation'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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