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
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
Ready to take the next step with The Oaklawn Foundationinc?
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
No grants recorded for .
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
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with The Oaklawn Foundationinc 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