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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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Athey Lutz SECRETARY2015-2025 $10,000$76,500 1
Kathrine Coppock PRESIDENT2022-2025 $14,000$56,000 1
John Lutz VICE-PRESIDE2022-2025 $7,000$37,000 1
Katherine L Coppock (former) PRESIDENT2014-2021 $14,000$112,000 1
John S Lutz (former) VICE-PRES2014-2021 $10,000$80,000 1
Elizabeth S Lutz (former) SECRETARY2014 $7,000$7,000 1

People by year

2025 · 3 people listed · 3 paid, $31K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHRINE COPPOCK PRESIDENT0 $14,000-$0 $14,0001
ATHEY LUTZ SECRETARY0 $10,000-$0 $10,0001
JOHN LUTZ VICE-PRESIDE0 $7,000-$0 $7,0001
2024 · 3 people listed · 3 paid, $31K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHRINE COPPOCK PRESIDENT12 $14,000-$0 $14,0001
JOHN LUTZ VICE-PRESIDE8 $10,000-$0 $10,0001
ATHEY LUTZ SECRETARY6 $7,000-$0 $7,0001
2023 · 3 people listed · 3 paid, $31K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHRINE L COPPOCK PRESIDENT12 $14,000-$0 $14,0001
JOHN D LUTZ VICE-PRES8 $10,000-$0 $10,0001
ATHEY LUTZ SECRETARY6 $7,000-$0 $7,0001
2022 · 3 people listed · 3 paid, $31K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHRINE L COPPOCK PRESIDENT12 $14,000-$0 $14,0001
JOHN D LUTZ VICE-PRES8 $10,000-$0 $10,0001
ATHEY LUTZ SECRETARY6 $7,000-$0 $7,0001
2021 · 3 people listed · 3 paid, $31K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE L COPPOCK PRESIDENT12 $14,000-$0 $14,0001
JOHN S LUTZ VICE-PRES8 $10,000-$0 $10,0001
ATHEY LUTZ SECRETARY6 $7,000-$0 $7,0001
2020 · 3 people listed · 3 paid, $31K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE L COPPOCK PRESIDENT12 $14,000-$0 $14,0001
JOHN S LUTZ VICE-PRES8 $10,000-$0 $10,0001
ATHEY LUTZ SECRETARY6 $7,000-$0 $7,0001
2019 · 3 people listed · 3 paid, $31K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE L COPPOCK PRESIDENT12 $14,000-$0 $14,0001
JOHN S LUTZ VICE-PRES8 $10,000-$0 $10,0001
ATHEY LUTZ SECRETARY6 $7,000-$0 $7,0001
2018 · 3 people listed · 3 paid, $31K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE L COPPOCK PRESIDENT16 $14,000-$0 $14,0001
JOHN S LUTZ VICE-PRES10 $10,000-$0 $10,0001
ATHEY LUTZ SECRETARY8 $7,000-$0 $7,0001
2017 · 3 people listed · 3 paid, $31K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE L COPPOCK PRESIDENT16 $14,000-$0 $14,0001
JOHN S LUTZ VICE-PRES8 $10,000-$0 $10,0001
ATHEY LUTZ SECRETARY6 $7,000-$0 $7,0001
2016 · 3 people listed · 3 paid, $31K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE L COPPOCK PRESIDENT16 $14,000-$0 $14,0001
JOHN S LUTZ VICE-PRES8 $10,000-$0 $10,0001
ATHEY LUTZ SECRETARY6 $7,000-$0 $7,0001
2015 · 3 people listed · 3 paid, $28K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE L COPPOCK PRESIDENT16 $14,000-$0 $14,0001
JOHN S LUTZ VICE-PRES8 $10,000-$0 $10,0001
ATHEY LUTZ SECRETARY6 $3,500-$0 $3,5001
2014 · 3 people listed · 3 paid, $31K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE L COPPOCK PRESIDENT16 $14,000-$0 $14,0001
JOHN S LUTZ VICE-PRES8 $10,000-$0 $10,0001
ELIZABETH S LUTZ SECRETARY6 $7,000-$0 $7,0001

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$170,033$315,484 $2,591,917$2,581,846 -- $31,000--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$149,535$310,132 $2,750,978$2,749,907 -- $31,000--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$153,577$287,163 $2,892,361$2,887,739 -- $31,000--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$92,697$246,127 $3,022,396$3,021,325 -- $31,000--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$312,086$237,029 $3,177,437$3,176,366 -- $31,000--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$116,333$242,802 $3,102,380$3,101,309 -- $31,000--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$264,090$262,009 $3,228,849$3,227,778 -- $31,000--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$626,505$236,108 $3,226,768$3,225,697 -- $31,000--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$152,544$240,305 $2,836,371$2,835,300 -- $31,000--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$348,976$232,540 $2,924,132$2,923,061 -- $31,000--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$252,656$228,420 $2,807,696$2,806,625 -- $27,500--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
AMY E TARRANT FOUNDATION INCVTT20 $164,599$142,069 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
THE SID AND CECELIA LANCE FAMILY FOUNDATIONVTT20 $172,947$174,141 PRESIDENT UNTIL JULY 2025$0 Same NTEE code T20, revenue within 2x, same state
OAK RIVER FOUNDATIONMIT20 $165,866$311,627 TRUSTEE$47,500 Same NTEE code T20, revenue within 2x, similar name
RO FOUNDATIONHIT20 $172,820$56,430 PRESTREASDIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
G2 FOUNDATIONMNT20 $172,922$137,951 DIRECTOR AND PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
DF FOUNDATIONCAT20 $162,597$79,685 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
RED OAK FOUNDATION INCWIT20 $179,266$124,365 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
ONEILL FOUNDATIONOHT20 $175,000$202,963 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
SVS FOUNDATIONCAT20 $164,467$37,617 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
OPALACK FOUNDATIONDCT20 $170,544$245,109 DIRECTOR, PR$0 Same NTEE code T20, revenue within 2x, similar name
FLEUR FOUNDATIONTXT20 $170,697$49,212 PRES/TREASURER$0 Same NTEE code T20, revenue within 2x, similar name
SUPO FOUNDATIONCAT20 $171,614$684,547 FOUND. MGR$0 Same NTEE code T20, revenue within 2x, similar name
MAYC FOUNDATIONILT20 $173,647$28,691 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
HALO FOUNDATIONALT20 $175,033$0 President treasurer secratery$0 Same NTEE code T20, revenue within 2x, similar name
EYAS FOUNDATIONWYT20 $177,017$125,956 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
BULL FOUNDATIONTXT20 $179,728$182,556 PRES/DIRECTO$0 Same NTEE code T20, revenue within 2x, similar name
TRIO FOUNDATIONCOT20 $181,191$166,209 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
LEE AND YUM FOUNDATIONNYT20 $162,031$408,754 President$0 Same NTEE code T20, revenue within 2x, similar name
VUBAY FOUNDATIONVAT20 $171,252$161,291 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
HIGGS FOUNDATIONNCT20 $165,173$505,451 FOUNDATION MGR.$0 Same NTEE code T20, revenue within 2x, similar name
ACTION AND TRUTH FOUNDATIONMAT20 $172,000$169,285 Trustee$0 Same NTEE code T20, revenue within 2x, similar name
THE@GT FOUNDATIONPAT20 $170,512$1,143,609 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
VERENA FOUNDATIONFLT20 $172,890$199,508 DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
DEL RE FOUNDATIONCAT20 $174,979$212,322 President$0 Same NTEE code T20, revenue within 2x, similar name
JAYMAR FOUNDATIONPAT20 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
MOXIE FOUNDATION Private foundation$1,519,3601 12020–2020 STONE STEPS FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$217,0514 12020–2024 ORACLE HEALTH FOUNDATION
HOBAN FAMILY CHARITABLE FOUNDATION Private foundation$159,50010 12016–2022 WOOD FAMILY FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$125,2502 12019–2021 ORACLE HEALTH FOUNDATION
THE HARRY & JEANETTE WEINBERG FOUNDATION INC Private foundation$100,0002 12020–2021 WOOD FAMILY FOUNDATION
GARY SALTZ FOUNDATION INC Private foundation$95,0004 12020–2024 DILLON HENRY FOUNDATION
LEFKOFSKY FAMILY FOUNDATION Private foundation$55,0002 12018–2019 WOOD FAMILY FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$51,2303 12014–2021 ORACLE HEALTH FOUNDATION
FOUNDATION FOR THE CAROLINAS DAF sponsor$45,0002 12019–2020 MIA HAMM FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$43,2504 12016–2021 ORACLE HEALTH FOUNDATION
VAN BLYENBURGH FAMILY FOUNDATION Private foundation$30,1304 12019–2023 MIA HAMM FOUNDATION
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$29,4841 12020–2020 ORACLE HEALTH FOUNDATION
JPMORGAN CHASE FOUNDATION Private foundation$27,70112 12012–2024 WOOD FAMILY FOUNDATION
UNCOMMON INDIVIDUAL FOUNDATION Private foundation$25,0001 12021–2021 JAYMAR FOUNDATION
LARSON CHARITABLE FOUNDATION Private foundation$25,0001 12019–2019 RO FOUNDATION

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
LineAs describedTotalShare
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$315,484100%

View the filing

2024 · Form 990PF · $310,132 spent · pay $33,372 · grants $232,773 · events $0
LineAs describedTotalShare
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$310,132100%

View the filing

2023 · Form 990PF · $287,163 spent · pay $33,372 · grants $219,175 · events $0
LineAs describedTotalShare
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$287,163100%

View the filing

2022 · Form 990PF · $246,127 spent · pay $33,372 · grants $170,054 · events $0
LineAs describedTotalShare
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$246,127100%

View the filing

2021 · Form 990PF · $237,029 spent · pay $31,000 · grants $167,187 · events $0
LineAs describedTotalShare
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$237,029100%

View the filing

2020 · Form 990PF · $242,802 spent · pay $31,000 · grants $185,010 · events $0
LineAs describedTotalShare
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$242,802100%

View the filing

2019 · Form 990PF · $262,009 spent · pay $31,000 · grants $194,753 · events $0
LineAs describedTotalShare
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$262,009100%

View the filing

2018 · Form 990PF · $236,108 spent · pay $31,000 · grants $180,413 · events $0
LineAs describedTotalShare
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$236,108100%

View the filing

2017 · Form 990PF · $240,305 spent · pay $31,000 · grants $180,488 · events $0
LineAs describedTotalShare
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$240,305100%

View the filing

2016 · Form 990PF · $232,540 spent · pay $31,000 · grants $175,392 · events $0
LineAs describedTotalShare
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$232,540100%

View the filing

2015 · Form 990PF · $228,420 spent · pay $29,250 · grants $173,012 · events $0
LineAs describedTotalShare
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$228,420100%

View the filing

2014 · Form 990PF · $227,771 spent · pay $31,000 · grants $169,971 · events $0
LineAs describedTotalShare
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$227,771100%

View the filing