Nonprofit · EIN 81-0737438
OAKFIELD FOUNDATION
Tax-exempt · BELMONT, MA 02478
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $184,048 | $217,561 | -$33,513 | $2,054,667 | $0 | $2,054,667 |
| December 31, 2024 | 990-PF | $134,390 | $181,677 | -$47,287 | $2,088,180 | $0 | $2,088,180 |
| December 31, 2023 | 990-PF | $132,734 | $172,081 | -$39,347 | $2,135,467 | $0 | $2,135,467 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $67,338
- Interest
- $3,040
- Net gain from sales of assets
- $113,670
Expenses
- Grants and similar amounts paid
- $214,700
- Disbursements for charitable purposes
- $215,488
- Excise tax on investment income
- $2,782
Balance sheet and other
- Total assets, start of year
- $2,088,180
- Total assets, end of year
- $2,054,667
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,054,667
- Fair market value of assets
- $5,228,986
- Qualifying distributions
- $215,488
- Net investment income
- $200,150
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 |
|---|---|---|---|
| MARTHA D VORLICEK 5 Fieldmont Road, Belmont, MA 024782606 | Trustee | 1 | $0 |
| ANTHONY M VORLICEK 5 Fieldmont Road, Belmont, MA 024782606 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTHA D VORLICEK 5 Fieldmont Rd, Belmont, MA 02478 | Trustee | 1 | $0 |
| ANTHONY M VORLICEK 5 Fieldmont Rd, Belmont, MA 02478 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTHA D VORLICEK 5 Fieldmont Rd, Belmont, MA 02478 | Trustee | 1 | $0 |
| ANTHONY M VORLICEK 5 Fieldmont Rd, Belmont, MA 02478 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 337, BELMONT, MA 02478-0003
- In care of
- % ANTHONY VORLICEK
- Signed the 990-PF
- ANTHONY VORLICEK, Trustee
- Phone
- (617) 320-9171
- Website
- oakfieldfoundation.org
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
- 81-0737438
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $2,054,667
- Income (IRS master file)
- $216,978
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $184,048 | $217,561 | $2,054,667 | XML |
| 990-PF | December 2024 | $134,390 | $181,677 | $2,088,180 | XML |
| 990-PF | December 2023 | $132,734 | $172,081 | $2,135,467 | 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 81-0737438).
Questions about OAKFIELD FOUNDATION
- What is the EIN of OAKFIELD FOUNDATION?
- The employer identification number (EIN) of OAKFIELD FOUNDATION is 81-0737438.
- Is OAKFIELD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to OAKFIELD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OAKFIELD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OAKFIELD 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 OAKFIELD 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 OAKFIELD FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does OAKFIELD FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $184,048, expenses of $217,561 and total assets of $2,054,667 at year end.
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