Oakland Foundation, Inc.
P.O. Box 491
Stowe, VT 05672-0491
Telephone: (802) 253-5115
Contact: Katherine Lutz Coppock, Pres.
FAX: (802) 253-6877
Additional address: 808 Barrows Rd., Stowe, VT 05672
Donor(s): Veronica Sammel Lutz‡.
Type of grantmaker: Independent foundation.
Background: Established in 1996 in VT and WV.
Purpose and activities: Giving primarily for education and social services.
Fields of interest: Arts; Athletics/sports, school programs; Education; Health care; Human services; Social sciences; Youth, services.
Geographic focus: Vermont; West Virginia
Types of support: Building/renovation; Equipment; Land acquisition; Program development; Publication; Research.
Limitations: Giving primarily in northern VT and WV. No grants to individuals, capital campaigns, emergency or deficit funding or administrative or startup costs.
Publications: Annual report; Application guidelines.
Application information: Application form required. Applicants should submit the following:
1) copy of most recent annual report/audited financial statement/990
2) copy of IRS Determination Letter
3) copy of current year's organizational budget and/or project budget
Initial approach: Telephone or e-mail to request application form and guidelines
Copies of proposal: 3
Board meeting date(s): Mid-Mar., mid-June, mid-Sept. and mid-Dec.
Deadline(s): Mar. 1, June 1, Sept. 1 and Dec. 1
Final notification: End of Mar., June, Sept. and Dec.
Officers and Directors::* Katherine Lutz Coppock,* Pres. and Treas.; John S. Lutz,* V.P.; Elizabeth S. Lutz,* Secy.
Memberships: Association of Small Foundations; Council on Foundations.
Financial data: (yr. ended 12/31/2012): Assets, $3,944,339 (M); expenditures, $209,204; total giving, $141,612; qualifying distributions, $180,893; giving activities include $141,612 for 51 grants (high: $5,000; low: $500).
Additional geographic information: County: Lamoille.