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
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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
Charles J Tasker Memorial Scholarship Fund
HANOVER, MA
Assets
$98K
Grants
1
Total Given
$8K
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
Communities for Restorative Justice
BOSTON, MA
Assets
$524K
Grants
1
Total Given
$61K
Hingham Historical Society Inc
HINGHAM, MA
Assets
$7.4M
Grants
1
Total Given
$10K
Data last updated April 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