Oakland Foundation Inc

STOWE, VT EIN: 55-0754353

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$2.8M

-4.9% YoY

Annual Giving

$233K

+6.2% YoY

Grant Count

72

+12.5% YoY

Avg Grant Size

$3K

-5.6% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$86K$172K$257K$343K20202021202220232024
Metric202420232022
Total Assets$2,750,978$2,892,361$3,022,396
Revenue$149,535$153,577$92,697
Expenses$310,132$287,163$246,127
Qualifying Distributions$270,414$283,684$205,305
Net Investment Income$114,776$150,138$101,867
Distributable Amount$248,252$231,941$236,660

Giving Over Time

Total grant dollars and number of grants per year

$0$58K$116K$175K$233K59 grants202063 grants202159 grants202264 grants202372 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

WV UNIVERSITY PARKERSBUR…$10KMTN LAUREL LEARNING COOP…$8KACTIVE SOUTHERN WEST VIR…$7KALPINE HERITAGE PRESERVA…$7KBLACKWATER MINISTERIAL A…$7KYESTERMORROW$6KARTHURDALE HERITAGE$5KCANAAN VALLEY VOLUNTEER …$5KCENTER FOR AGRICULTURAL …$5KFRIENDS OF MOUNTWOOD PARK$5K

Grant Size Distribution

317 grants across all recorded years

317<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Oakland Foundation Inc fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

KATHRINE COPPOCKPRESIDENT$14KJOHN LUTZVICE-PRESIDE$10KATHEY LUTZSECRETARY$7K

From 2024 filing

NameTitleHoursCompensation
KATHRINE COPPOCKPRESIDENT12$14,000
JOHN LUTZVICE-PRESIDE8$10,000
ATHEY LUTZSECRETARY6$7,000

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

6states

Cities

ArthurdaleAuroraBarreBeckleyBerlinBurlingtnBurlingtonCabotCharles TownCharlestonColchesterCraftsbury CommonCrestonDavisElkinsEssex JunctionFisherFolsomGreensboroHambleton

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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