Oakland Foundation

Stowe, VT
Tax-exempt since July 1997
EIN: 55-0754353

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$150k (2024)

Expenses

$310k (2024)

Total Assets

$2.75M (2024)

Total Liabilities

$1.07k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$149,535

Expenses

$310,132

Net Income

-$160,597

Net Assets

$2,749,907

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,478	14.4%
Dividends	$131,345	87.8%
Sales of Assets	-$3,699
Other Income	$411	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$270,414	87.2%
Compensation of Officers*	$31,000	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,750,978
Total Liabilities	$1,071
Net Assets	$2,749,907

Compensation

Key Employees and Officers	Compensation	Other
Kathrine Coppock (President)	$14,000	$0
John Lutz (Vice Preside)	$10,000	$0
Athey Lutz (Secretary)	$7,000	$0

990-PF

Filed on May 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$153,577

Expenses

$287,163

Net Income

-$133,586

Net Assets

$2,887,739

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38,097	24.8%
Dividends	$102,987	67.1%
Sales of Assets	$12,493	8.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$283,684	98.8%
Compensation of Officers*	$31,000	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,892,361
Total Liabilities	$4,622
Net Assets	$2,887,739

Compensation

Key Employees and Officers	Compensation	Other
Kathrine L Coppock (President)	$14,000	$0
John D Lutz (Vice Pres)	$10,000	$0
Athey Lutz (Secretary)	$7,000	$0

990-PF

Filed on March 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$92,697

Expenses

$246,127

Net Income

-$153,430

Net Assets

$3,021,325

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,002	10.8%
Dividends	$127,012	> 100%
Sales of Assets	-$44,317
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$205,305	83.4%
Compensation of Officers*	$31,000	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,022,396
Total Liabilities	$1,071
Net Assets	$3,021,325

Compensation

Key Employees and Officers	Compensation	Other
Kathrine L Coppock (President)	$14,000	$0
John D Lutz (Vice Pres)	$10,000	$0
Athey Lutz (Secretary)	$7,000	$0

990-PF

Filed on July 26, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$312,086

Expenses

$237,029

Net Income

$75,057

Net Assets

$3,176,366

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27	0.0%
Dividends	$121,040	38.8%
Sales of Assets	$190,913	61.2%
Other Income	$106	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$206,085	86.9%
Compensation of Officers*	$31,000	13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,177,437
Total Liabilities	$1,071
Net Assets	$3,176,366

Compensation

Key Employees and Officers	Compensation	Other
Katherine L Coppock (President)	$14,000	$0
John S Lutz (Vice Pres)	$10,000	$0
Athey Lutz (Secretary)	$7,000	$0

990-PF

Filed on May 5, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$116,333

Expenses

$242,802

Net Income

-$126,469

Net Assets

$3,101,309

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$192	0.2%
Dividends	$116,249	99.9%
Sales of Assets	$0
Other Income	$857	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$222,153	91.5%
Compensation of Officers*	$31,000	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,102,380
Total Liabilities	$1,071
Net Assets	$3,101,309

Compensation

Key Employees and Officers	Compensation	Other
Katherine L Coppock (President)	$14,000	$0
John S Lutz (Vice Pres)	$10,000	$0
Athey Lutz (Secretary)	$7,000	$0

990-PF

Filed on May 17, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$264,090

Expenses

$262,009

Net Income

$2,081

Net Assets

$3,227,778

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,555	0.6%
Dividends	$119,923	45.4%
Sales of Assets	$141,650	53.6%
Other Income	$962	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$232,550	88.8%
Compensation of Officers*	$31,000	11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,228,849
Total Liabilities	$1,071
Net Assets	$3,227,778

Compensation

Key Employees and Officers	Compensation	Other
Katherine L Coppock (President)	$14,000	$0
John S Lutz (Vice Pres)	$10,000	$0
Athey Lutz (Secretary)	$7,000	$0

990-PF

Filed on April 20, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$626,505

Expenses

$236,108

Net Income

$390,397

Net Assets

$3,225,697

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,051	0.2%
Dividends	$134,134	21.4%
Sales of Assets	$491,320	78.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$224,042	94.9%
Compensation of Officers*	$31,000	13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,226,768
Total Liabilities	$1,071
Net Assets	$3,225,697

Compensation

Key Employees and Officers	Compensation	Other
Katherine L Coppock (President)	$14,000	$0
John S Lutz (Vice Pres)	$10,000	$0
Athey Lutz (Secretary)	$7,000	$0

990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$152,544

Expenses

$240,305

Net Income

-$87,761

Net Assets

$2,835,300

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$395	0.3%
Dividends	$142,232	93.2%
Sales of Assets	$9,917	6.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,361	89.6%
Compensation of Officers*	$31,000	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,836,371
Total Liabilities	$1,071
Net Assets	$2,835,300

Compensation

Key Employees and Officers	Compensation	Other
Katherine L Coppock (President)	$14,000	$0
John S Lutz (Vice Pres)	$10,000	$0
Athey Lutz (Secretary)	$7,000	$0

990-PF

Filed on May 1, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$348,976

Expenses

$232,540

Net Income

$116,436

Net Assets

$2,923,061

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$234	0.1%
Dividends	$146,107	41.9%
Sales of Assets	$202,635	58.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$210,140	90.4%
Compensation of Officers*	$31,000	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,924,132
Total Liabilities	$1,071
Net Assets	$2,923,061

Compensation

Key Employees and Officers	Compensation	Other
Katherine L Coppock (President)	$14,000	$0
John S Lutz (Vice Pres)	$10,000	$0
Athey Lutz (Secretary)	$7,000	$0

990-PF

Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$252,656

Expenses

$228,420

Net Income

$24,236

Net Assets

$2,806,625

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31	0.0%
Dividends	$155,339	61.5%
Sales of Assets	$97,286	38.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$205,647	90.0%
Compensation of Officers*	$27,500	12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,807,696
Total Liabilities	$1,071
Net Assets	$2,806,625

Compensation

Key Employees and Officers	Compensation	Other
Katherine L Coppock (President)	$14,000	$0
John S Lutz (Vice Pres)	$10,000	$0
Athey Lutz (Secretary)	$3,500	$0

990-PF

Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$261,604

Expenses

$227,771

Net Income

$33,833

Net Assets

$2,782,389

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22	0.0%
Dividends	$157,757	60.3%
Sales of Assets	$103,825	39.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$205,022	90.0%
Compensation of Officers*	$31,000	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,783,460
Total Liabilities	$1,071
Net Assets	$2,782,389

Compensation

Key Employees and Officers	Compensation	Other
Katherine L Coppock (President)	$14,000	$0
John S Lutz (Vice Pres)	$10,000	$0
Elizabeth S Lutz (Secretary)	$7,000	$0

990-PF

Filed on May 21, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$212,393

Expenses

$217,937

Net Income

-$5,544

Net Assets

$2,748,556

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,815	2.3%
Dividends	$142,862	67.3%
Sales of Assets	$59,171	27.9%
Other Income	$5,545	2.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$198,551	91.1%
Compensation of Officers*	$28,000	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,749,907
Total Liabilities	$1,351
Net Assets	$2,748,556

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$208,591

Expenses

$209,204

Net Income

-$613

Net Assets

$2,752,500

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$69	0.0%
Dividends	$146,820	70.4%
Sales of Assets	$61,702	29.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$180,893	86.5%
Compensation of Officers*	$28,000	13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,753,711
Total Liabilities	$1,211
Net Assets	$2,752,500

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$165,319

Expenses

$213,331

Net Income

-$48,012

Net Assets

$2,753,113

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$187	0.1%
Dividends	$144,549	87.4%
Sales of Assets	$20,583	12.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$181,125	84.9%
Compensation of Officers*	$28,000	13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,754,324
Total Liabilities	$1,211
Net Assets	$2,753,113

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Oakland Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $150k (2024)

Expenses $310k (2024)

Total Assets $2.75M (2024)

Total Liabilities $1.07k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$150k (2024)

Expenses

$310k (2024)

Total Assets

$2.75M (2024)

Total Liabilities

$1.07k (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2020

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Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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Fiscal Year Ending Dec.
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