Nonprofit · EIN 82-1895023
OAKPOINT CHARITABLE FOUNDATION
Tax-exempt · WALTHAM, MA 02453
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,276,291 | $1,902,216 | $374,075 | $35,736,077 | $4,999 | $35,731,078 |
| December 31, 2023 | 990-PF | $880,746 | $1,876,707 | -$995,961 | $32,116,231 | $1,588 | $32,114,643 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $286,699
- Net gain from sales of assets
- $1,991,851
- Other income
- -$2,259
Expenses
- Grants and similar amounts paid
- $955,000
- Compensation of officers, directors and key employees
- $367,289
- Salaries, compensation and benefits (total)
- $140,500
- Disbursements for charitable purposes
- $1,686,779
- Excise tax on investment income
- $29,005
Balance sheet and other
- Total assets, start of year
- $32,116,231
- Total assets, end of year
- $35,736,077
- Total liabilities, end of year
- $4,999
- Net assets, end of year
- $35,731,078
- Fair market value of assets
- $35,736,077
- Qualifying distributions
- $1,686,779
- Net investment income
- $2,278,005
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Ronald Elum 51 Sawyer Road Suite 610, Waltham, MA 02453 | Exectuive Director | 40 | $145,710 | $43,558 |
| Alison Amiot 51 Sawyer Road Suite 610, Waltham, MA 02453 | Director of Program Highest-paid employee | 40 | $99,738 | $28,507 |
| Anthony Mosca 51 Sawyer Road Suite 610, Waltham, MA 02453 | VP Program Developme Highest-paid employee | 40 | $91,092 | $6,755 |
| Charles Meyer 51 Sawyer Road Suite 610, Waltham, MA 02453 | Director, Vice President | 15 | $82,159 | $22,336 |
| Andrew J Meyer 51 Sawyer Road Suite 610, Waltham, MA 02453 | Director | 1 | $58,060 | $15,467 |
| Kathryn Gorman 51 Sawyer Road Suite 610, Waltham, MA 02453 | Director | 1 | $0 | $0 |
| Julie Jensen 51 Sawyer Road Suite 610, Waltham, MA 02453 | Director, President | 1 | $0 | $0 |
| Ann Belzner 51 Sawyer Road Suite 610, Waltham, MA 02453 | Director, Secretary | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Ronald Elum 51 Sawyer Road Suite 610, Waltham, MA 02453 | Exectuive Director | 40 | $123,611 | $40,515 |
| Anthony Mosca 51 Sawyer Road Suite 610, Waltham, MA 02453 | VP Program Developme Highest-paid employee | 40 | $91,124 | $2,922 |
| Charles Meyer 51 Sawyer Road Suite 610, Waltham, MA 02453 | Director, Vice President | 15 | $82,150 | $13,732 |
| Alison Amiot 51 Sawyer Road Suite 610, Waltham, MA 02453 | Director of Program Highest-paid employee | 40 | $68,155 | $13,875 |
| Andrew J Meyer 51 Sawyer Road Suite 610, Waltham, MA 02453 | Director | 1 | $16,602 | $3,093 |
| Julie Jensen 51 Sawyer Road Suite 610, Waltham, MA 02453 | Director, President | 1 | $0 | $0 |
| Ann Belzner 51 Sawyer Road Suite 610, Waltham, MA 02453 | Director, Secretary | 1 | $0 | $0 |
| Kathryn Gorman 51 Sawyer Road Suite 610, Waltham, MA 02453 | Director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- CO BERRYDUNN 51 SAWYER ROAD 610, WALTHAM, MA 02453-0000
- In care of
- % FOUNDATION SOURCE
- Signed the 990-PF
- Julie Jensen, President/Director
- Phone
- (617) 965-5959
- Return prepared by
- Berry Dunn McNeil & Parker LLC
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 | Not 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
- 82-1895023
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $35,736,077
- Income (IRS master file)
- $8,247,701
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,276,291 | $1,902,216 | $35,736,077 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $880,746 | $1,876,707 | $32,116,231 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | 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 82-1895023).
Questions about OAKPOINT CHARITABLE FOUNDATION
- What is the EIN of OAKPOINT CHARITABLE FOUNDATION?
- The employer identification number (EIN) of OAKPOINT CHARITABLE FOUNDATION is 82-1895023.
- Is OAKPOINT CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to OAKPOINT CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OAKPOINT CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OAKPOINT CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAKPOINT CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of OAKPOINT CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 5 received compensation from the organization, the highest $145,710 (Ronald Elum, Exectuive Director).
- How much revenue does OAKPOINT CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,276,291, expenses of $1,902,216 and total assets of $35,736,077 at year end.
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All nonprofits in WALTHAM · Massachusetts · Philanthropy, voluntarism and grantmaking foundations