Oakhill Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Oakhill Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 20-6021595
Foundation Overview
Based in Lincoln, MA, Oakhill Foundation has awarded 8 grants totaling $4,882,034 to organizations in Massachusetts, Ohio and 1 other state across the US. Individual grants range from $100,388 to $1,009,890, with a median award of $485,310.5.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
63% of grants are awarded in Ohio, with additional funding distributed across 2 other locations. The foundation balances regional focus with broader geographic diversity. Within Ohio, funding concentrates in Cincinnati (100%).
Funding Trajectory
Declining funding trend with 77% decrease over 3 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Oakhill Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Fidelity Charitable Gift Fund | $449,829 | Cincinnati, OH, US | Charitable Purposes | 2023 |
| The Chicago Community Foundation | $100,388 | Chicago, IL, US | Charitable Purposes | 2023 |
| Archdiocese Of Boston | $520,792 | Braintree, MA, US | Charitable Purposes | 2021 |
| Fidelity Charitable Gift Fund - Bertucci Family Fund | $1,009,890 | Cincinnati, OH, US | Charitable Purposes | 2021 |
| Fidelity Charitable Gift Fund - Bertucci Family Fund | $400,000 | Cincinnati, OH, US | Charitable Purposes | 2021 |
| Fidelity Charitable Gift Fund - Bertucci Family Fund | $401,135 | Cincinnati, OH, US | Charitable Purposes | 2020 |
| Fidelity Charitable Gift Fund - Bertucci Family Fund | $1,000,000 | Cincinnati, OH, US | Charitable Purposes | 2020 |
| Archdiocese Of Boston | $1,000,000 | Braintree, MA, US | Charitable Purposes | 2020 |
Foundations Similar to Oakhill Foundation
Discover 5 foundations with comparable assets ($14,671,962-$18,336,201), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Zimmerman Shleifer Charitable Foundation
EIN: 27-6202703 | 10 grants awarded |
$16,408,153
(≈ Similar) |
$575,000
median grant |
Boston, MA
Same state |
|
|
Trust Uind 3152 Emma R Travelli
EIN: 04-6027900 | 8 grants awarded |
$17,402,643
(≈ Similar) |
$765,505
median grant |
Woburn, MA
Same state |
|
|
Mannion Family Foundation
EIN: 04-3522053 | 18 grants awarded |
$14,940,552
(≈ Similar) |
$317,129.5
median grant |
Boston, MA
Same state |
|
|
Harvard Club Of Boston Foundation
EIN: 04-6112005 | 1 grants awarded |
$14,671,962
(≈ Similar) |
$514,849
median grant |
Boston, MA
Same state |
|
|
The Heartstone Foundation
EIN: 20-6197750 | 29 grants awarded |
$18,336,201
(≈ Similar) |
$250,000
median grant |
Brookline, MA
Same state |
|
Related Foundation Resources in MA:
Contact Information
Official contact details for Oakhill Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 20-6021595 |
| Website | N/A |
| Address | 55 OLD BEDFORD RD STE 206 Lincoln, MA 01773-1125 |
Key People (3)
Board members, trustees, and key staff who oversee Oakhill Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | John R Bertucci |
|---|---|
| Trustee | Claire R Bertucci |
| Trustee | David C Megan |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Oakhill Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.