Oak Lodge Foundation
- Assets
- $2.3m
- Revenue
- $108.3k
- Investments
- $2.3m
- Employees
- 0
- Location
- Aspen, CO
- Founding
- 07/1998
- Data as of
- 12/2022
- EIN
- 31-1604793
Organization Overview
Oak Lodge Foundation is located in Aspen, CO. The organization was established in 1998. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Oak Lodge Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Oak Lodge Foundation generated $108.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (33.0%) each year. All expenses for the organization totaled $175.0k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Oak Lodge Foundation has awarded 44 individual grants totaling $377,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE. ALL GRANTS PAID TO TAX-EXEMPT SECTION 501(C)(3) PUBLIC CHARITIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William O Hunt Jr President, Treasurer & Dir | 0 | $0 | |
Christopher Hunt Secretary | 0 | $0 | |
Ian C Hunt Director | 0 | $0 | |
Hilary H Mccutcheon Director | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $10,750 |
| Interest on Savings | $26,544 |
| Dividends & Interest | $59,072 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $11,963 |
| Capital Gain Net Income | $11,963 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $108,329 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $156 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $3,352 |
| Total operating and administrative expenses | $31,007 |
| Contributions, gifts, grants paid | $144,000 |
| Total expenses and disbursements | $175,007 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $33,757 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $26,632 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,296,831 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Oak Lodge Foundation has awarded $144,000 in support to 16 organizations.
| Grant Recipient | Amount |
|---|---|
ASPEN COMMUNITY FOUNDATION PURPOSE: GENERAL SUPPORT | $5,000 |
OXFAM AMERICA PURPOSE: GENERAL SUPPORT | $15,000 |
JO DAVIES CONSERVATION FOUNDATION PURPOSE: GENERAL SUPPORT | $10,000 |
DOCTORS WITHOUT BORDERS PURPOSE: GENERAL SUPPORT | $15,000 |
ASPEN CENTER FOR ENVIRONMENTAL STUDIES PURPOSE: GENERAL SUPPORT | $5,000 |
ASPEN CHAPEL PURPOSE: GENERAL SUPPORT | $4,000 |