OAKLAND FOUNDATION
Cite this
Plain text OAKLAND FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2014–2025. https://strategystudio.org/org/550754353. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). OAKLAND FOUNDATION [Nonprofit organization profile; tax years 2014–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/550754353
MLA “OAKLAND FOUNDATION.” Strategy Studio, tax years 2014–2025, https://strategystudio.org/org/550754353. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2014–2025. Data: Strategy Studio, CC BY 4.0.
2025 · Form 990PF · revenue $170K · expenses $315K · assets $2.6M
- EIN
- 55-0754353
- Address
- PO BOX 491, STOWE, VT 05672-0491
- NTEE code
- T20Z
- Subsection
- 501(c)(3)
- Ruling year
- 1997
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
6 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Athey Lutz | SECRETARY | 2015-2025 | $10,000 | $76,500 | 1 |
| Kathrine Coppock | PRESIDENT | 2022-2025 | $14,000 | $56,000 | 1 |
| John Lutz | VICE-PRESIDE | 2022-2025 | $7,000 | $37,000 | 1 |
| Katherine L Coppock (former) | PRESIDENT | 2014-2021 | $14,000 | $112,000 | 1 |
| John S Lutz (former) | VICE-PRES | 2014-2021 | $10,000 | $80,000 | 1 |
| Elizabeth S Lutz (former) | SECRETARY | 2014 | $7,000 | $7,000 | 1 |
People by year
2025 · 3 people listed · 3 paid, $31K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHRINE COPPOCK | PRESIDENT | 0 | $14,000 | - | $0 | $14,000 | 1 |
| ATHEY LUTZ | SECRETARY | 0 | $10,000 | - | $0 | $10,000 | 1 |
| JOHN LUTZ | VICE-PRESIDE | 0 | $7,000 | - | $0 | $7,000 | 1 |
2024 · 3 people listed · 3 paid, $31K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHRINE COPPOCK | PRESIDENT | 12 | $14,000 | - | $0 | $14,000 | 1 |
| JOHN LUTZ | VICE-PRESIDE | 8 | $10,000 | - | $0 | $10,000 | 1 |
| ATHEY LUTZ | SECRETARY | 6 | $7,000 | - | $0 | $7,000 | 1 |
2023 · 3 people listed · 3 paid, $31K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHRINE L COPPOCK | PRESIDENT | 12 | $14,000 | - | $0 | $14,000 | 1 |
| JOHN D LUTZ | VICE-PRES | 8 | $10,000 | - | $0 | $10,000 | 1 |
| ATHEY LUTZ | SECRETARY | 6 | $7,000 | - | $0 | $7,000 | 1 |
2022 · 3 people listed · 3 paid, $31K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHRINE L COPPOCK | PRESIDENT | 12 | $14,000 | - | $0 | $14,000 | 1 |
| JOHN D LUTZ | VICE-PRES | 8 | $10,000 | - | $0 | $10,000 | 1 |
| ATHEY LUTZ | SECRETARY | 6 | $7,000 | - | $0 | $7,000 | 1 |
2021 · 3 people listed · 3 paid, $31K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHERINE L COPPOCK | PRESIDENT | 12 | $14,000 | - | $0 | $14,000 | 1 |
| JOHN S LUTZ | VICE-PRES | 8 | $10,000 | - | $0 | $10,000 | 1 |
| ATHEY LUTZ | SECRETARY | 6 | $7,000 | - | $0 | $7,000 | 1 |
2020 · 3 people listed · 3 paid, $31K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHERINE L COPPOCK | PRESIDENT | 12 | $14,000 | - | $0 | $14,000 | 1 |
| JOHN S LUTZ | VICE-PRES | 8 | $10,000 | - | $0 | $10,000 | 1 |
| ATHEY LUTZ | SECRETARY | 6 | $7,000 | - | $0 | $7,000 | 1 |
2019 · 3 people listed · 3 paid, $31K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHERINE L COPPOCK | PRESIDENT | 12 | $14,000 | - | $0 | $14,000 | 1 |
| JOHN S LUTZ | VICE-PRES | 8 | $10,000 | - | $0 | $10,000 | 1 |
| ATHEY LUTZ | SECRETARY | 6 | $7,000 | - | $0 | $7,000 | 1 |
2018 · 3 people listed · 3 paid, $31K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHERINE L COPPOCK | PRESIDENT | 16 | $14,000 | - | $0 | $14,000 | 1 |
| JOHN S LUTZ | VICE-PRES | 10 | $10,000 | - | $0 | $10,000 | 1 |
| ATHEY LUTZ | SECRETARY | 8 | $7,000 | - | $0 | $7,000 | 1 |
2017 · 3 people listed · 3 paid, $31K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHERINE L COPPOCK | PRESIDENT | 16 | $14,000 | - | $0 | $14,000 | 1 |
| JOHN S LUTZ | VICE-PRES | 8 | $10,000 | - | $0 | $10,000 | 1 |
| ATHEY LUTZ | SECRETARY | 6 | $7,000 | - | $0 | $7,000 | 1 |
2016 · 3 people listed · 3 paid, $31K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHERINE L COPPOCK | PRESIDENT | 16 | $14,000 | - | $0 | $14,000 | 1 |
| JOHN S LUTZ | VICE-PRES | 8 | $10,000 | - | $0 | $10,000 | 1 |
| ATHEY LUTZ | SECRETARY | 6 | $7,000 | - | $0 | $7,000 | 1 |
2015 · 3 people listed · 3 paid, $28K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHERINE L COPPOCK | PRESIDENT | 16 | $14,000 | - | $0 | $14,000 | 1 |
| JOHN S LUTZ | VICE-PRES | 8 | $10,000 | - | $0 | $10,000 | 1 |
| ATHEY LUTZ | SECRETARY | 6 | $3,500 | - | $0 | $3,500 | 1 |
2014 · 3 people listed · 3 paid, $31K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHERINE L COPPOCK | PRESIDENT | 16 | $14,000 | - | $0 | $14,000 | 1 |
| JOHN S LUTZ | VICE-PRES | 8 | $10,000 | - | $0 | $10,000 | 1 |
| ELIZABETH S LUTZ | SECRETARY | 6 | $7,000 | - | $0 | $7,000 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2025 · 80 grants to organizations · $231K
Listed grants add up to $230,845; the return's “grants paid” expense line says $239,845. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2024 · 72 grants to organizations · $233K
2023 · 64 grants to organizations · $219K
2022 · 59 grants to organizations · $170K
2021 · 63 grants to organizations · $167K
2020 · 59 grants to organizations · $185K
2019 · 63 grants to organizations · $195K
2018 · 67 grants to organizations · $180K
2017 · 67 grants to organizations · $180K
2016 · 68 grants to organizations · $175K
2015 · 63 grants to organizations · $173K
2014 · 58 grants to organizations · $167K · 2 grants to individuals · $3K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $170,033 | $315,484 | $2,591,917 | $2,581,846 | - | - | $31,000 | - | - |
| 2024 · Form 990PF | ||||||||
| $149,535 | $310,132 | $2,750,978 | $2,749,907 | - | - | $31,000 | - | - |
| 2023 · Form 990PF | ||||||||
| $153,577 | $287,163 | $2,892,361 | $2,887,739 | - | - | $31,000 | - | - |
| 2022 · Form 990PF | ||||||||
| $92,697 | $246,127 | $3,022,396 | $3,021,325 | - | - | $31,000 | - | - |
| 2021 · Form 990PF | ||||||||
| $312,086 | $237,029 | $3,177,437 | $3,176,366 | - | - | $31,000 | - | - |
| 2020 · Form 990PF | ||||||||
| $116,333 | $242,802 | $3,102,380 | $3,101,309 | - | - | $31,000 | - | - |
| 2019 · Form 990PF | ||||||||
| $264,090 | $262,009 | $3,228,849 | $3,227,778 | - | - | $31,000 | - | - |
| 2018 · Form 990PF | ||||||||
| $626,505 | $236,108 | $3,226,768 | $3,225,697 | - | - | $31,000 | - | - |
| 2017 · Form 990PF | ||||||||
| $152,544 | $240,305 | $2,836,371 | $2,835,300 | - | - | $31,000 | - | - |
| 2016 · Form 990PF | ||||||||
| $348,976 | $232,540 | $2,924,132 | $2,923,061 | - | - | $31,000 | - | - |
| 2015 · Form 990PF | ||||||||
| $252,656 | $228,420 | $2,807,696 | $2,806,625 | - | - | $27,500 | - | - |
| 2014 · Form 990PF | ||||||||
| $261,604 | $227,771 | $2,783,460 | $2,782,389 | - | - | $31,000 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| AMY E TARRANT FOUNDATION INC | VT | T20 | $164,599 | $142,069 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE SID AND CECELIA LANCE FAMILY FOUNDATION | VT | T20 | $172,947 | $174,141 | PRESIDENT UNTIL JULY 2025 | $0 | Same NTEE code T20, revenue within 2x, same state |
| OAK RIVER FOUNDATION | MI | T20 | $165,866 | $311,627 | TRUSTEE | $47,500 | Same NTEE code T20, revenue within 2x, similar name |
| RO FOUNDATION | HI | T20 | $172,820 | $56,430 | PRESTREASDIRECTOR | $0 | Same NTEE code T20, revenue within 2x, similar name |
| G2 FOUNDATION | MN | T20 | $172,922 | $137,951 | DIRECTOR AND PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| DF FOUNDATION | CA | T20 | $162,597 | $79,685 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| RED OAK FOUNDATION INC | WI | T20 | $179,266 | $124,365 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| ONEILL FOUNDATION | OH | T20 | $175,000 | $202,963 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| SVS FOUNDATION | CA | T20 | $164,467 | $37,617 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| OPALACK FOUNDATION | DC | T20 | $170,544 | $245,109 | DIRECTOR, PR | $0 | Same NTEE code T20, revenue within 2x, similar name |
| FLEUR FOUNDATION | TX | T20 | $170,697 | $49,212 | PRES/TREASURER | $0 | Same NTEE code T20, revenue within 2x, similar name |
| SUPO FOUNDATION | CA | T20 | $171,614 | $684,547 | FOUND. MGR | $0 | Same NTEE code T20, revenue within 2x, similar name |
| MAYC FOUNDATION | IL | T20 | $173,647 | $28,691 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| HALO FOUNDATION | AL | T20 | $175,033 | $0 | President treasurer secratery | $0 | Same NTEE code T20, revenue within 2x, similar name |
| EYAS FOUNDATION | WY | T20 | $177,017 | $125,956 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, similar name |
| BULL FOUNDATION | TX | T20 | $179,728 | $182,556 | PRES/DIRECTO | $0 | Same NTEE code T20, revenue within 2x, similar name |
| TRIO FOUNDATION | CO | T20 | $181,191 | $166,209 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, similar name |
| LEE AND YUM FOUNDATION | NY | T20 | $162,031 | $408,754 | President | $0 | Same NTEE code T20, revenue within 2x, similar name |
| VUBAY FOUNDATION | VA | T20 | $171,252 | $161,291 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| HIGGS FOUNDATION | NC | T20 | $165,173 | $505,451 | FOUNDATION MGR. | $0 | Same NTEE code T20, revenue within 2x, similar name |
| ACTION AND TRUTH FOUNDATION | MA | T20 | $172,000 | $169,285 | Trustee | $0 | Same NTEE code T20, revenue within 2x, similar name |
| THE@GT FOUNDATION | PA | T20 | $170,512 | $1,143,609 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, similar name |
| VERENA FOUNDATION | FL | T20 | $172,890 | $199,508 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, similar name |
| DEL RE FOUNDATION | CA | T20 | $174,979 | $212,322 | President | $0 | Same NTEE code T20, revenue within 2x, similar name |
| JAYMAR FOUNDATION | PA | T20 | $175,053 | $123,613 | PRESIDENT, SECRETARY AND DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, similar name |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990PF · $315,484 spent · pay $33,372 · grants $239,845 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $239,845 | 76.0% | |
| Fees: other professional | $33,731 | 10.7% | |
| Pay: officers, directors, trustees | $31,000 | 9.8% | |
| Fees: accounting | $4,100 | 1.3% | |
| Other expenses | $2,402 | 0.8% | |
| Pension plans and employee benefits | $2,372 | 0.8% | |
| Taxes | $2,034 | 0.6% | |
| Total | $315,484 | 100% |
2024 · Form 990PF · $310,132 spent · pay $33,372 · grants $232,773 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $232,773 | 75.1% | |
| Fees: other professional | $33,242 | 10.7% | |
| Pay: officers, directors, trustees | $31,000 | 10.0% | |
| Fees: accounting | $6,150 | 2.0% | |
| Pension plans and employee benefits | $2,372 | 0.8% | |
| Other expenses | $2,323 | 0.7% | |
| Taxes | $2,272 | 0.7% | |
| Total | $310,132 | 100% |
2023 · Form 990PF · $287,163 spent · pay $33,372 · grants $219,175 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $219,175 | 76.3% | |
| Pay: officers, directors, trustees | $31,000 | 10.8% | |
| Fees: other professional | $27,801 | 9.7% | |
| Fees: accounting | $3,530 | 1.2% | |
| Other expenses | $2,821 | 1.0% | |
| Pension plans and employee benefits | $2,372 | 0.8% | |
| Taxes | $464 | 0.2% | |
| Total | $287,163 | 100% |
2022 · Form 990PF · $246,127 spent · pay $33,372 · grants $170,054 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $170,054 | 69.1% | |
| Pay: officers, directors, trustees | $31,000 | 12.6% | |
| Fees: other professional | $29,769 | 12.1% | |
| Taxes | $6,840 | 2.8% | |
| Fees: accounting | $3,375 | 1.4% | |
| Other expenses | $2,717 | 1.1% | |
| Pension plans and employee benefits | $2,372 | 1.0% | |
| Total | $246,127 | 100% |
2021 · Form 990PF · $237,029 spent · pay $31,000 · grants $167,187 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $167,187 | 70.5% | |
| Pay: officers, directors, trustees | $31,000 | 13.1% | |
| Fees: other professional | $30,368 | 12.8% | |
| Fees: accounting | $3,125 | 1.3% | |
| Taxes | $2,779 | 1.2% | |
| Other expenses | $2,570 | 1.1% | |
| Total | $237,029 | 100% |
2020 · Form 990PF · $242,802 spent · pay $31,000 · grants $185,010 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $185,010 | 76.2% | |
| Pay: officers, directors, trustees | $31,000 | 12.8% | |
| Fees: other professional | $19,018 | 7.8% | |
| Fees: accounting | $3,120 | 1.3% | |
| Taxes | $2,700 | 1.1% | |
| Other expenses | $1,954 | 0.8% | |
| Total | $242,802 | 100% |
2019 · Form 990PF · $262,009 spent · pay $31,000 · grants $194,753 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $194,753 | 74.3% | |
| Pay: officers, directors, trustees | $31,000 | 11.8% | |
| Fees: other professional | $17,652 | 6.7% | |
| Taxes | $12,739 | 4.9% | |
| Fees: accounting | $2,970 | 1.1% | |
| Other expenses | $2,895 | 1.1% | |
| Total | $262,009 | 100% |
2018 · Form 990PF · $236,108 spent · pay $31,000 · grants $180,413 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $180,413 | 76.4% | |
| Pay: officers, directors, trustees | $31,000 | 13.1% | |
| Fees: other professional | $17,672 | 7.5% | |
| Fees: accounting | $2,915 | 1.2% | |
| Taxes | $2,398 | 1.0% | |
| Other expenses | $1,710 | 0.7% | |
| Total | $236,108 | 100% |
2017 · Form 990PF · $240,305 spent · pay $31,000 · grants $180,488 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $180,488 | 75.1% | |
| Pay: officers, directors, trustees | $31,000 | 12.9% | |
| Fees: other professional | $17,462 | 7.3% | |
| Taxes | $6,649 | 2.8% | |
| Fees: accounting | $2,862 | 1.2% | |
| Other expenses | $1,844 | 0.8% | |
| Total | $240,305 | 100% |
2016 · Form 990PF · $232,540 spent · pay $31,000 · grants $175,392 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $175,392 | 75.4% | |
| Pay: officers, directors, trustees | $31,000 | 13.3% | |
| Fees: other professional | $17,147 | 7.4% | |
| Taxes | $4,650 | 2.0% | |
| Fees: accounting | $2,625 | 1.1% | |
| Other expenses | $1,726 | 0.7% | |
| Total | $232,540 | 100% |
2015 · Form 990PF · $228,420 spent · pay $29,250 · grants $173,012 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $173,012 | 75.7% | |
| Pay: officers, directors, trustees | $27,500 | 12.0% | |
| Fees: other professional | $16,725 | 7.3% | |
| Taxes | $5,081 | 2.2% | |
| Fees: accounting | $2,600 | 1.1% | |
| Other expenses | $1,752 | 0.8% | |
| Other salaries and wages | $1,750 | 0.8% | |
| Total | $228,420 | 100% |
2014 · Form 990PF · $227,771 spent · pay $31,000 · grants $169,971 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $169,971 | 74.6% | |
| Pay: officers, directors, trustees | $31,000 | 13.6% | |
| Fees: other professional | $17,439 | 7.7% | |
| Taxes | $4,477 | 2.0% | |
| Other expenses | $2,694 | 1.2% | |
| Fees: accounting | $2,190 | 1.0% | |
| Total | $227,771 | 100% |