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Oakland Foundation is a private corporation based in STOWE, VT. The foundation received its IRS ruling in 1997. The principal officer is Katherine L Coppock. It holds total assets of $2.6M. Annual income is reported at $563K. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Vermont and West Virginia. According to available records, Oakland Foundation has made 245 grants totaling $741K, with a median grant of $3K. The foundation has distributed between $167K and $219K annually from 2020 to 2023. Individual grants have ranged from $500 to $18K, with an average award of $3K. The foundation has supported 135 unique organizations. The foundation primarily supports organizations in Vermont, West Virginia, Ohio, which account for 97% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Oakland Foundation reported 245 individual grants totaling $741,426 between 2020 and 2023 across its IRS Form 990-PF filings, with a median grant of $2,500. Half of those grants fell between $1,500 and $4,000. Its largest single grant in the record was $18,000. Its most recent available filing, for fiscal year 2023, reports $287,163 in total giving.
Grantmaking is concentrated in VT, which received 146 of the 245 grants on record (60 percent). In total the foundation's grantees span 6 states. Of its 135 distinct grantees, 43 percent received funding more than once, so repeat relationships are the norm rather than the exception. Its largest institutional recipients were Shelburne Museum ($22,000), St Francis Xavier Church ($22,000) and Wv University Parkersburg Foundatio ($20,000).
Computed from 245 individual grant records (2020–2023) in this foundation's IRS Form 990-PF Part XV filings, reaching 6 states. Source: IRS 990-PF.
Smallest Grant
$500
Median Grant
$3K
Average Grant
$3K
Largest Grant
$10K
Based on 59 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Oakland Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 245 grants. Its grantmaking reaches organizations primarily in VT, WV, OH.
Oakland Foundation has distributed a total of $741K across 245 grants. The median grant size is $3K, with an average of $3K. Individual grants have ranged from $500 to $18K.
The application deadline is SEE ATTACHED GUIDELINES. Grant requirement is that applicants are qualified non- profit organizations or other qualified entities. The other requirements are listed in the grant application guidelines.
Oakland Foundation is headquartered in STOWE, VT. While based in VT, the foundation distributes grants to organizations across 6 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Kathrine L Coppock | PRESIDENT | $14K | $0 | $14K |
| John D Lutz | VICE-PRES | $10K | $0 | $10K |
| Athey Lutz | SECRETARY | $7K | $0 | $7K |
Total Giving
$287K
Total Assets
$2.9M
Fair Market Value
$4.9M
Net Worth
$2.9M
Grants Paid
$219K
Contributions
N/A
Net Investment Income
$150K
Distribution Amount
$232K
Total: $2.3M
Total Grants
245
Total Giving
$741K
Average Grant
$3K
Median Grant
$3K
Unique Recipients
135
Most Common Grant
$2K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| ResourceWORKFORCE DEVEOPMENT TRAINING PROGRM | Williston, VT | $3K | 2023 |
| Alpine Heritage PreservationRESTORE COTTILL'S OPERA HOUSE | Davis, WV | $18K | 2023 |
| Active Southern West VirginiaHEALTH EDUCATION PROGRAMS ALL AGES | Beckley, WV | $10K | 2023 |
| Wv University Parkersburg FoundatioSUPPORT WUVUP FOUNDATION OAKLAND FND | Parkersburg, WV | $10K | 2023 |
| Canaan Valley Volunteer Fire DeptGENERAL SUPPORT | Davis, WV | $7K | 2023 |
| YestermorrowWOODSHOP RESTORATION | Waitsfield, VT | $6K | 2023 |
| Montpelier AliveFLOOD RELIEF | Montpelier, VT | $6K | 2023 |
| Shelburne MuseumSUPPORT RAILROAD EXHIBIT | Shelbourne, VT | $5K | 2023 |
| Planned Parenthood Northrn New EngSUPPORT BARRE OFFICE SLIDING SCALE | Colchester, VT | $5K | 2023 |
| Blackwater Ministerial AssociationSUPPORT FOOD BANK | Davis, WV | $5K | 2023 |
| Snow Sports Museum Of West VirginiaGENERAL SUPPORT | Davis, WV | $5K | 2023 |
| St Francis Xavier ChurchGENERAL SUPPORT | Parkersburg, WV | $5K | 2023 |
| Young Writers ProjectARTS AND SPACE PROGRAM | Burlington, VT | $5K | 2023 |
| Morristown Centennial LibraryPURCHASE TRAILER | Morristown, VT | $5K | 2023 |
| Shelburne FarmsCOACH BARN RESTORATION | Shelburne, VT | $5K | 2023 |
| Spectrum Youth & Family ServicesCONNECT MULTICULTURAL YOUTH TO SERVI | Burlington, VT | $5K | 2023 |
| Salvation FarmsCONNECT FARMS TO LOCAL COMMUNITY SVC | Morristown, VT | $5K | 2023 |
| West Virginia Division Of ForestryBOOKS&TRAVEL-LEARNING TREE WORKSHOP | Charleston, WV | $5K | 2023 |
| Good Fun-DCREATE COLLABORATIVE CHILDREN'S BOOK | Stowe, VT | $5K | 2023 |
| Hippodromecolony TheatreSINGER/SONGWRITER WORKSHOP | Marietta, OH | $5K | 2023 |
| The CurrentPUBLIC GALLERY PROGRAMMING | Stowe, VT | $5K | 2023 |
| Monogahela River TrailsCONNECT COMMUNITIES TO TRAILS | Morgantown, WV | $5K | 2023 |
| High Rocks Educational CorporationSUMMER CAMP HEALTHY LIVING & WILLNES | Hillsborowv, WV | $5K | 2023 |
| Common RootsGROWING ORGANIC FOOD SUPPORT | South Burlington, VT | $5K | 2023 |
| Mid-Ohio Valley Multicultural CentrDRUM MAKING WORKSHOP FOR CHILDREN | Parkersburg, WV | $4K | 2023 |
| River ArtsAFTERSCHOOL ENRICHMENT PROGRAMS | Morrisville, VT | $4K | 2023 |
| Vermont Symphony OrchestraSUPPORT SYMPHONY KIDS 2024 | Burlington, VT | $3K | 2023 |
| Flynn Center For The Performing ArtSTUDENT MATINEES AND WORKSHOPS | Burlington, VT | $3K | 2023 |
| Mtn Laurel Learning CooperativeGENERAL SUPPORT | Davis, WV | $3K | 2023 |
| Vermont Works For WomenSUPPORT ROSIE'S GIRLS CAREER PROGRAM | Winooski, VT | $3K | 2023 |
| Interact Children'S MuseumPART-TIME EMPLOYEE FOR SUMMER EVENTS | Elkins, WV | $3K | 2023 |
| Mentor VermontVOLUNTEER & MENTAL HEALTH TRAINING | Burlington, VT | $3K | 2023 |
| Stern CenterLEARNING LABS-SOCIAL COGNITION | Williston, VT | $3K | 2023 |
| St Albans City ParkWA.LK ON THE WILD SIDE EVENT | St Albans, WV | $2K | 2023 |
| Parkersburgwood County Public LibrCONSTRUCT WATER FEATURE FOR GARDEN | Parkersburg, WV | $2K | 2023 |
| Solaris Vocal EnsembleFUND 2004 PERFORMANCES | Essex Junction, VT | $2K | 2023 |
| Good Samaritan HavenPURCHASE AUTOMATED DEFIBULATOR | Barre, VT | $2K | 2023 |
| Vermont Association For The BlindEXPAND TECHNOLOGY TRAINING FOR BLIND | South Burlington, VT | $2K | 2023 |
| Vermont Energy ProgramSTEM EDUCATION ENERGY & CLIMATE | Montpelier, VT | $2K | 2023 |
| Vermont HumanitiesVERMONT READS-STATEWIDE PROGRAM | Montpelier, VT | $2K | 2023 |
| Warm The ChildrenWINTER CLOTHING FOR NEEDY CHILDREN | Parsons, WV | $2K | 2023 |
| West Virginia Botanic GardenADA PATHWAY CHILDREN'S GARDEN | Morgantown, WV | $2K | 2023 |
| Friends Of The CheatGENERAL SUPPORT | Kingwood, WV | $2K | 2023 |
| Cross Vermont Trail AssociationCONNECT COMMUNITY TRAILS TO CVT | Montpelier, VT | $2K | 2023 |
| Boys & Girls Club Of BurlingtonHELP PURCHASE TRANSPORTATION VAN | Burlingtn, VT | $2K | 2023 |
| Vermont Folklife CenterFUND TRAVELING EXHIBIT & STORAGE | Middlebury, VT | $2K | 2023 |
| Friends Of Spring Hill CemetaryHISTORICAL REENACTMENT | St Albans, WV | $2K | 2023 |
| ArtsbridgeARTS ENCOUNTER PROGRAM | Parkersburg, WV | $2K | 2023 |
| Tucker County High School2023 COLLEGE SCHOLARSHIP | Hambleton, WV | $2K | 2023 |
STOWE, VT
CRAFTSBURY CM, VT
MARLBORO, VT