The Oaklawn Foundationinc
The Oaklawn Foundation is a private foundation incorporated in 1948 and based in Wilton, Connecticut. As a 501(c)(3) tax-exempt organization, it operates as a family foundation focused on philanthropic grantmaking rather than direct service delivery.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$16.4M
+9.3% YoY
Annual Giving
$1.0M
+8.5% YoY
Grant Count
57
+3.6% YoY
Avg Grant Size
$18K
+4.7% YoY
Under IRS private-foundation payout rules, The Oaklawn Foundationinc reported a distributable amount of $1.1M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary purpose is giving for education, with emphasis on higher education and private secondary education scholarships. The foundation supports educational initiatives across multiple levels, including elementary education, secondary education, and higher education programs.
Grantmaking
The foundation maintains an active grantmaking program with the following characteristics:
Grant Range
s & Activity:**
Average Grant
amount varies by program type, ranging from approximately $2,969 to $40,000
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Geographic Focus
Where this funder awards grants
The foundation supports organizations across multiple states, with documented giving in:
- Connecticut
- New York
- Vermont
- Florida
- Illinois
- Kentucky
- Maine
- North Carolina
- New Hampshire
- Pennsylvania
- Virginia
Specific communities where grants have been awarded include Bridgeport, Greenwich, and Washington.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Financial Data (2024):
- Total Assets: $16,386,976
- Total Revenue: $2,627,397
- Total Expenses: $1,238,486
- Total Giving: $1,096,779
Prior Year Data (2023):
- Total Assets: $15,000,000
- Total Revenue: $934,704
- Total Expenses: $1,160,000
The foundation maintains minimal liabilities and operates with no direct staff, relying on its board of directors for governance.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $16,386,976 | $14,999,063 | $15,220,273 |
| Revenue | $2,627,397 | $934,704 | $1,659,113 |
| Expenses | $1,238,486 | $1,156,656 | $1,145,246 |
| Qualifying Distributions | $1,096,779 | $1,014,035 | $1,010,724 |
| Net Investment Income | $2,494,822 | $813,510 | $1,532,011 |
| Distributable Amount | $1,139,234 | $1,048,787 | $1,073,739 |
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
248 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Hill School ($65,500), Kids in Crisis ($45,000), Colby College ($40,500).
| Recipient | Purpose | Amount |
|---|---|---|
| ALZHEIMERS ASSOCIATION WASHINGTON, DC | DIRECTOR'S GRANT TO 501C ORGANIZATION | $2,000 |
| AMERICAN RED CROSS GREENWICH, CT | 2024 GRANT DISASTER RELIEF | $20,000 |
| AMERICARES STAMFORD, CT | EMERGENCY PROGRAMS | $20,000 |
| ASCUTNEY OUTDOORS BROWNSVILLE, VT | DIRECTOR'S GRANT TO 501C ORGANIZATION | $3,000 |
| BETSY'S PARK HOLDERNESS, NH | MULTI YEAR GRANT OF $50,000 2021-2024 YEAR 5 OF 5 | $10,000 |
| BOYS & GIRLS CLUB GREENWICH GREENWICH, CT | GENERAL OPERATING SUPPORT, EDUCATION PROGRAMMING AND DIRECTOR'S GRANT TO 501C ORGANIZATION | $31,000 |
| BOYS & GIRLS CLUB OF STAMFORD STAMFORD, CT | 2024 GRANT COLLEGE READINESS PROGRAM | $15,000 |
| BRUNSWICK SCHOOL GREENWICH, CT | 2024 PLEDGE OF MULTI YEAR GRANT OF $25,000 2024-2027; DIRECTOR'S GRANT TO 501C ORGANIZATION | $33,000 |
| CHOATE-ROSEMARY HALL WALLINGFORD, CT | 2024 GRANT SCHOLARSHIP FUND AND DIRECTOR'S GRANT TO 501C ORGANIZATION | $30,000 |
| CLEARWATER COMMUNITY SAILING CENTER CLEARWATER, FL | DIRECTOR'S GRANT TO 501C ORGANIZATION & ONE TIME GRANT FOR HURRICANE RECOVERY | $20,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Key Personnel:
- William S. Kies III – President and Director (25 hours/week, $27,500 compensation)
- Elizabeth K. Raftery – Treasurer and Director (25 hours/week, $28,500 compensation)
- Stephen K. Grimm – Director
- Joseph Paight – Director
- William S. Kies IV – Director
- Jonathan M. Wells – Director
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEPHEN K GRIMM | DIRECTOR | — | — |
| WILLIAM S KIES III | PRESIDENT/DIRECTOR | 25 | $27,500 |
| ELIZABETH K RAFTERY | TREASURER/DIRECTOR | 25 | $28,500 |
| JOSEPH PAIGHT | DIRECTOR | — | — |
| WILLIAM S KIES IV | DIRECTOR | — | — |
| JONATHAN M WELLS | DIRECTOR | — | — |
Contact Information
Address: PO Box 7065 Wilton, CT 06897
Phone: 203-249-8035
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Oaklawn Foundationinc fund?
The foundation's primary purpose is giving for education, with emphasis on higher education and private secondary education scholarships. The foundation supports educational initiatives across multiple levels, including elementary education, secondary education, and higher education programs.
How do I apply for a grant from The Oaklawn Foundationinc?
The foundation maintains an active grantmaking program with the following characteristics: **Grant Sizes & Activity:** • Grant range: $500 to $65,500 • Median grant amount: $25,000 • Average grant amount varies by program type, ranging from approximately $2,969 to $40,000 • The foundation awarded 131 grants in its most recent fiscal year • Annual giving rate: approximately 7% of total assets **Grant Programs:** The foundation operates several structured grant programs, including: • Director's G…
Where does The Oaklawn Foundationinc make grants?
The foundation supports organizations across multiple states, with documented giving in: • Connecticut • New York • Vermont • Florida • Illinois • Kentucky • Maine • North Carolina • New Hampshire • Pennsylvania • Virginia Specific communities where grants have been awarded include Bridgeport, Greenwich, and Washington.
What size grants does The Oaklawn Foundationinc award?
In 2024, The Oaklawn Foundationinc awarded 57 grants totaling $1.0M — an average of about $18K per grant, based on its IRS Form 990 filings.
How much is The Oaklawn Foundationinc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Oaklawn Foundationinc reported a distributable amount of $1.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Oaklawn Foundationinc's EIN?
The Oaklawn Foundationinc's EIN (Employer Identification Number) is 13-6127896. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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