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Nonprofit · EIN 86-1169503

OAK HILL FOUNDATION INC

Tax-exempt · HARTFORD, CT 06112

Financials

$3.1M$6.3M2022$21.9M$6.6M2023$10.5M$7.1M2024
Revenue Expenses · by fiscal year end
Financials of OAK HILL FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$10,508,313$7,133,837$3,374,476$154,675,272$6,002,708$148,672,564
June 30, 2024990$21,931,452$6,644,383$15,287,069$156,040,001$16,226,917$139,813,084
June 30, 2023990$3,103,998$6,270,500-$3,166,502$140,247,091$12,175,007$128,072,084
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$547,852
Program service revenue
$0
Investment income
$9,960,461
Net gain from sales of assets
$5,207,764
Other revenue
$0

Expenses

Grants and similar amounts paid
$6,244,310
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$6,749,837
Management and general (functional)
$176,000
Fundraising (functional)
$208,000

Balance sheet and other

Total assets, start of year
$156,040,001
Total assets, end of year
$154,675,272
Total liabilities, end of year
$6,002,708
Net assets, end of year
$148,672,564
Publicly traded securities
$154,675,272
Net assets without donor restrictions
$82,340,310
Net assets with donor restrictions
$66,332,254
Gross receipts
$58,957,280
Employees
0
Volunteers
8
Year formed
2006
State of legal domicile
CT

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 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
BARRY M SIMONPRESIDENT &
Officer
1$0$315,430$73,517
CHRISTINE D LEIBYTREASURER &
Officer
1$0$218,148$47,125
GAYLE WINTJENSECRETARY &
Officer
1$0$163,277$54,365
MATTHEW ZEWINSKICHAIR
Trustee or director, Officer
0.5$0$0$0
PAUL JOSSVICE CHAIR
Trustee or director, Officer
0.5$0$0$0
HEATHER CARLSONDIRECTOR
Trustee or director
0.5$0$0$0
RODGER METZGERDIRECTOR
Trustee or director
0.5$0$0$0
DAN BALLOUDIRECTOR
Trustee or director
0.5$0$0$0
RAYMOND JOHNSONDIRECTOR
Trustee or director
0.5$0$0$0
ANTHONY ANGELONIDIRECTOR
Trustee or director
0.5$0$0$0
CHRISTOPHER HANLONDIRECTOR
Trustee or director
0.5$0$0$0
990 for the year ended June 30, 2024: 11 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
BARRY M SIMONPRESIDENT &
Officer
1$0$284,656$63,011
CHRISTINE D LEIBYTREASURER &
Officer
1$0$200,046$41,700
GAYLE WINTJENSECRETARY &
Officer
1$0$156,567$40,658
MATTHEW ZEWINSKICHAIRMAN
Trustee or director, Officer
0.5$0$0$0
PAUL JOSSVICE CHAIRMA
Trustee or director, Officer
0.5$0$0$0
HEATHER CARLSONDIRECTOR
Trustee or director
0.5$0$0$0
RODGER METZGERDIRECTOR
Trustee or director
0.5$0$0$0
DAN BALLOUDIRECTOR
Trustee or director
0.5$0$0$0
RAYMOND JOHNSONDIRECTOR
Trustee or director
0.5$0$0$0
ANTHONY ANGELONIDIRECTOR
Trustee or director
0.5$0$0$0
CHRISTOPHER HANLONDIRECTOR
Trustee or director
0.5$0$0$0
990 for the year ended June 30, 2023: 9 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
BARRY M SIMONPRESIDENT &
Officer
1$0$256,380$50,841
CHRISTINE D LEIBYTREASURER &
Officer
1$0$186,142$29,080
GAYLE WINTJENSECRETARY &
Officer
1$0$149,618$34,275
MATTHEW ZEWINSKICHAIRMAN
Trustee or director, Officer
0.5$0$0$0
PAUL JOSSVICE CHAIRMA
Trustee or director, Officer
0.5$0$0$0
HEATHER CARLSONDIRECTOR
Trustee or director
0.5$0$0$0
RODGER METZGERDIRECTOR
Trustee or director
0.5$0$0$0
DAN BALLOUDIRECTOR
Trustee or director
0.5$0$0$0
RAYMOND JOHNSONDIRECTOR
Trustee or director
0.5$0$0$0

Address and contacts

Address (IRS master file)
120 HOLCOMB ST, HARTFORD, CT 06112-1589
In care of
% CHRISTOPHER HANLON
Principal officer (990 for 2024)
CHRISTINE D LEIBY, 120 HOLCOMB STREET, HARTFORD, CT 061121589
Signed the 990
CHRISTINE D LEIBY, TREASURER & CFO
Phone
(860) 242-2274
Return prepared by
GUILMARTIN DIPIRO & SOKOLOWSKI LLC

Mission

THE MISSION OF THE OAK HILL FOUNDATION IS TO DEVELOP, PRUDENTLY MANAGE AND DISBURSE FINANCIAL RESOURCES TO SUPPORT OAK HILL PROGRAMS AND SERVICES THAT ENHANCE THE QUALITY OF LIFE, MOBILITY, INDEPENDENCE AND (SEE SCHEDULE O)

990 for the year ended June 30, 2025

Program accomplishments

  • THE OAK HILL FOUNDATION'S MISSION IS TO DEVELOP, MANAGE AND DISBURSE FINANCIAL RESOURCES TO SUPPORT OAK HILL PROGRAMS THAT ENHANCE THE QUALITY OF LIFE, MOBILITY, INDEPENDENCE AND EMPLOYABILITY OF PEOPLE WITH DISABILITIES.
    Expenses $6,749,837 · grants $6,244,310 · revenue $10,508,313

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
86-1169503
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2020
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$154,675,272
Income (IRS master file)
$58,957,280

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$10,508,313$7,133,837$154,675,272IRS
990June 2024$21,931,452$6,644,383$156,040,001IRS
990June 2023$3,103,998$6,270,500$140,247,091XML
990June 2022$7,089,123$5,189,808$121,483,897IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 86-1169503).

Questions about OAK HILL FOUNDATION INC

What is the EIN of OAK HILL FOUNDATION INC?
The employer identification number (EIN) of OAK HILL FOUNDATION INC is 86-1169503.
Is OAK HILL FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to OAK HILL FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does OAK HILL FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of OAK HILL FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OAK HILL FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of OAK HILL FOUNDATION INC?
The 990 for the year ended June 30, 2025 names CHRISTINE D LEIBY.
Who are the officers and directors of OAK HILL FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
How much revenue does OAK HILL FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $10,508,313, expenses of $7,133,837 and total assets of $154,675,272 at year end.

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