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Nonprofit · EIN 13-6127896

OAKLAWN FOUNDATION

Tax-exempt · WILTON, CT 06897

Financials

$935K$1.2M2023$2.6M$1.2M2024$1.7M$1.3M2025
Revenue Expenses · by fiscal year end
Financials of OAKLAWN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,744,763$1,336,261$408,502$16,795,448$41$16,795,407
December 31, 2024990-PF$2,627,397$1,238,486$1,388,911$16,386,976$71$16,386,905
December 31, 2023990-PF$934,704$1,156,656-$221,952$14,999,063$1,069$14,997,994
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$527,717
Interest
$105
Net gain from sales of assets
$1,216,741
Other income
$200

Expenses

Grants and similar amounts paid
$1,121,000
Compensation of officers, directors and key employees
$50,000
Disbursements for charitable purposes
$1,187,787
Excise tax on investment income
$22,864

Balance sheet and other

Total assets, start of year
$16,386,976
Total assets, end of year
$16,795,448
Total liabilities, end of year
$41
Net assets, end of year
$16,795,407
Fair market value of assets
$23,679,471
Qualifying distributions
$1,187,787
Net investment income
$1,744,763

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.

NameTitleHours / weekCompensation
ELIZABETH K RAFTERY
34 WICKS END LANE, WILTON, CT 06897
TREASURER/DIRECTOR25$40,000
WILLIAM S KIES IV
19 MEADOW DRIVE, COS COB, CT 06807
PRESIDENT/DIRECTOR4$10,000
STEPHEN K GRIMM
80 FIELD POINT ROAD PO BOX 2220, GREENWICH, CT 06836
DIRECTOR0$0
JOSEPH PAIGHT
1925 FLORESTA VIEW RD, TAMPA, FL 33618
DIRECTOR0$0
JONATHAN M WELLS
90 RIVER ROAD, COS COB, CT 06807
DIRECTOR0$0
WILLIAM S KIES III
15 GRANT AVENUE, OLD GREENWICH, CT 06870
DIRECTOR0$0
SAMUEL B KIES
7 HUBBARD CT, STAMFORD, CT 06902
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
ELIZABETH K RAFTERY
34 WICKS END LANE, WILTON, CT 06897
TREASURER/DIRECTOR25$28,500
WILLIAM S KIES III
15 GRANT AVENUE, OLD GREENWICH, CT 06870
PRESIDENT/DIRECTOR25$27,500
STEPHEN K GRIMM
80 FIELD POINT ROAD PO BOX 2220, GREENWICH, CT 06836
DIRECTOR0$0
JOSEPH PAIGHT
1105 FLORES DE AVILA, TAMPA, FL 33613
DIRECTOR0$0
WILLIAM S KIES IV
19 MEADOW DRIVE, COS COB, CT 06807
DIRECTOR0$0
JONATHAN M WELLS
90 RIVER ROAD, COS COB, CT 06807
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
WILLIAM S KIES III
15 GRANT AVENUE, OLD GREENWICH, CT 06870
PRESIDENT/DIRECTOR25$30,000
ELIZABETH K RAFTERY
34 WICKS END LANE, WILTON, CT 06897
TREASURER/DIRECTOR25$25,000
STEPHEN K GRIMM
80 FIELD POINT ROAD PO BOX 2220, GREENWICH, CT 06836
DIRECTOR0$0
JOSEPH PAIGHT
1105 FLORES DE AVILA, TAMPA, FL 33613
DIRECTOR0$0
WILLIAM S KIES IV
19 MEADOW DRIVE, COS COB, CT 06807
DIRECTOR0$0
JONATHAN M WELLS
90 RIVER ROAD, COS COB, CT 06807
DIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 7065, WILTON, CT 06897-7065
In care of
% WILLIAM S KIES III
Signed the 990-PF
WILLIAM S KIES IV, PRESIDENT
Phone
(203) 249-8035
Return prepared by
EDWARD M DEDON CPA

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-6127896
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
1949
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$16,795,448
Income (IRS master file)
$6,111,815

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,744,763$1,336,261$16,795,448IRS
990-PFDecember 2024$2,627,397$1,238,486$16,386,976XML
990-PFDecember 2023$934,704$1,156,656$14,999,063XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 13-6127896).

Questions about OAKLAWN FOUNDATION

What is the EIN of OAKLAWN FOUNDATION?
The employer identification number (EIN) of OAKLAWN FOUNDATION is 13-6127896.
Is OAKLAWN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1949.
Are donations to OAKLAWN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OAKLAWN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of OAKLAWN 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 OAKLAWN 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 OAKLAWN FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 7 people; 2 received compensation from the organization, the highest $40,000 (ELIZABETH K RAFTERY, TREASURER/DIRECTOR).
How much revenue does OAKLAWN FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,744,763, expenses of $1,336,261 and total assets of $16,795,448 at year end.

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