Nonprofit · EIN 55-0754353
OAKLAND FOUNDATION
Tax-exempt · STOWE, VT 05672
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $170,033 | $315,484 | -$145,451 | $2,591,917 | $10,071 | $2,581,846 |
| December 31, 2024 | 990-PF | $149,535 | $310,132 | -$160,597 | $2,750,978 | $1,071 | $2,749,907 |
| December 31, 2023 | 990-PF | $153,577 | $287,163 | -$133,586 | $2,892,361 | $4,622 | $2,887,739 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $134,990
- Interest
- $4,137
- Net gain from sales of assets
- $30,058
- Other income
- $848
Expenses
- Grants and similar amounts paid
- $239,845
- Compensation of officers, directors and key employees
- $31,000
- Disbursements for charitable purposes
- $266,515
- Excise tax on investment income
- $1,811
Balance sheet and other
- Total assets, start of year
- $2,750,978
- Total assets, end of year
- $2,591,917
- Total liabilities, end of year
- $10,071
- Net assets, end of year
- $2,581,846
- Fair market value of assets
- $5,399,647
- Qualifying distributions
- $266,515
- Net investment income
- $169,185
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHRINE COPPOCK 808 BARROWS RD, STOWE, VT 05672 | PRESIDENT | 0 | $14,000 |
| ATHEY LUTZ 1048 CORTLAND RD, DAVIS, WV 26260 | SECRETARY | 0 | $10,000 |
| JOHN LUTZ 1109 7TH STREET, PARKERSBURG, WV 26101 | VICE-PRESIDE | 0 | $7,000 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHRINE COPPOCK 808 BARROWS RD, STOWE, VT 05672 | PRESIDENT | 12 | $14,000 |
| JOHN LUTZ 1109 7TH STREET, PARKERSBURG, WV 26101 | VICE-PRESIDE | 8 | $10,000 |
| ATHEY LUTZ 1048 CORTLAND RD, DAVIS, WV 26260 | SECRETARY | 6 | $7,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHRINE L COPPOCK 808 BARROWS RD, STOWE, VT 05672 | PRESIDENT | 12 | $14,000 |
| JOHN D LUTZ 1109 7TH STREET, PARKERSBURG, WV 26101 | VICE-PRES | 8 | $10,000 |
| ATHEY LUTZ 1048 CORTLAND RD, DAVIS, WV 26260 | SECRETARY | 6 | $7,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 491, STOWE, VT 05672-0491
- In care of
- % KATHERINE L COPPOCK
- Signed the 990-PF
- KATHRINE COPPOCK, PRESIDENT
- Phone
- (802) 253-5115
- Return prepared by
- MCDONOUGH EDDY POLING & BAYLOUS AC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 55-0754353
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $2,591,917
- Income (IRS master file)
- $562,571
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $170,033 | $315,484 | $2,591,917 | IRS |
| 990-PF | December 2024 | $149,535 | $310,132 | $2,750,978 | IRS |
| 990-PF | December 2023 | $153,577 | $287,163 | $2,892,361 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 55-0754353).
Questions about OAKLAND FOUNDATION
- What is the EIN of OAKLAND FOUNDATION?
- The employer identification number (EIN) of OAKLAND FOUNDATION is 55-0754353.
- Is OAKLAND FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to OAKLAND FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OAKLAND FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OAKLAND FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAKLAND FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of OAKLAND FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $14,000 (KATHRINE COPPOCK, PRESIDENT).
- How much revenue does OAKLAND FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $170,033, expenses of $315,484 and total assets of $2,591,917 at year end.
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