The Oakfield Foundation
The Oakfield Foundation is a private foundation, based in Belmont, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.1M in total assets. In 2025, it awarded 7 grants totaling $215K. Net investment income was $200K.
The Oakfield Foundation at a glance
In short: The Oakfield Foundation gave $215K across 7 grants in 2025 (avg $31K), top state Utah. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $214,700
- +19.8% vs 2024
- Grants made (2025)
- 7
- -12.5% vs 2024
- Average grant
- $30,671
- +36.9% vs 2024
- Median grant
- $25,000
- Total assets
- $2,054,667
- -1.6% vs 2024
- Primary geography
- Utah (23% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Oakfield Foundation funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was The Hope for Fertility Foundation ($50K). Together the top 7 received $215K.
Grant Size Distribution
37 grants across all recorded years
The most common grant size was under $50K: 35 grants of 37 (95%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How The Oakfield Foundation gives
- Giving grew 27% from 2022 to 2025. Method
- In 2025 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $105K (2020) to $215K (2025). In 2025 it made 7 grants totaling $215K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Hope for Fertility Foundation Pleasant Grove, UT | Funding of Charitable Operations | $50,000 |
| Brain & Behavior Research Foundation New York, NY | Funding of Charitable Operations | $50,000 |
| Equal Justice Initiative Montgomery, AL | Funding of Charitable Operations | $40,000 |
| World Central Kitchen Washington, DC | Funding of Charitable Operations | $25,000 |
| Pine Street Inn Boston, MA | Funding of Charitable Operations | $20,000 |
| Horizons for Homeless Children Roxbury, MA | Funding of Charitable Operations | $19,700 |
| Greater Boston Food Bank Boston, MA | Funding of Charitable Operations | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,054,667 | $184,048 | $217,561 | $214,700 | 7 | $215,488 | $200,150 | $238,769 |
| 2024 | $2,088,180 | $134,390 | $181,677 | $179,250 | 8 | $179,607 | $149,888 | $207,274 |
| 2023 | $2,135,467 | $132,734 | $172,081 | $167,580 | 7 | $168,046 | $162,854 | $166,130 |
| 2022 | $2,174,814 | $88,015 | $171,108 | $168,500 | 8 | $168,702 | $123,578 | $166,977 |
| 2021 | $2,257,907 | $88,476 | $107,594 | $105,000 | 7 | $105,162 | $97,452 | $173,272 |
| 2020 | $2,277,025 | $588,266 | $105,695 | $105,000 | 9 | — | $86,119 | $108,280 |
Under IRS private-foundation payout rules, The Oakfield Foundation reported a distributable amount of $239K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Oakfield Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Anthony M. Vorlicek
Trustee
On filings since 2020
1 hr/week
No compensation reported
Martha D. Vorlicek
Trustee
On filings since 2020
1 hr/week
No compensation reported
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.
Frequently asked questions about The Oakfield Foundation
How much does The Oakfield Foundation give each year?
The Oakfield Foundation gave $215K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $179K across 8 grants.
What is The Oakfield Foundation's typical grant size?
The Oakfield Foundation's median grant in 2025 was $25,000, and its average grant was $30,671, across 7 grants on its 2025 IRS Form 990-PF.
Where does The Oakfield Foundation give grants?
The Oakfield Foundation's top state is Utah, with 23% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New York (23%) and Massachusetts (23%). The most frequent recipient cities were Boston, MA (2 grants).
Does The Oakfield Foundation give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on The Oakfield Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Funding of Charitable Operations" (7 grants).
Who are The Oakfield Foundation's largest grantees?
The Oakfield Foundation's largest 2025 grantees include The Hope for Fertility Foundation ($50,000), Brain & Behavior Research Foundation ($50,000) and Equal Justice Initiative ($40,000), according to its 2025 IRS Form 990-PF. Together they received 65% of its itemized 2025 grant dollars.
How large is The Oakfield Foundation?
The Oakfield Foundation reported $2.1M in total assets on its 2025 IRS Form 990-PF. It paid out $215K in qualifying distributions that year, against a required minimum of $239K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is The Oakfield Foundation's EIN?
The Oakfield Foundation's EIN (Employer Identification Number) is 81-0737438. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 21, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 20, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 1, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 12, 2026)
- IRS filings on file for fiscal years 2020–2025
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