The New York State Capitol

Form 990-PFTax year 2025EIN 13-3321196

The Oak Foundation USA

A private foundation in New York, NY. Its return for tax year 2025 lists 7 grants and $6.9 million paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Jill Bernabo
55 Vilcom Center Drive Suite 340
Chapel Hill, NC 27514
(919) 951-0585
Form and materials
Unsolicited grants must be submitted at https://oakfnd.org/submit-enquiry/
Deadlines
N/A
Restrictions
The foundation does not provide support for individuals; scholarships or tuition assistance for undergraduate or postgraduate studies; religious organisations for religious purposes; election campaigns; except in special circumstances or in zimbabwe, we generally do not provide programme grants under USD 25,000.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $6,892,320

    Grants listed
    7
    Assets, end of year
    $10,775,305
  • Tax year 2024

    $7,423,074

    Grants listed
    9
    Assets, end of year
    $17,359,462
  • Tax year 2023

    $12,492,180

    Grants listed
    15
    Assets, end of year
    $24,037,557
  • Tax year 2022

    $4,138,758

    Grants listed
    18
    Assets, end of year
    $35,737,118
  • Tax year 2021

    $10,262,633

    Grants listed
    17
    Assets, end of year
    $10,038,273
  • Tax year 2020

    $30,577,690

    Grants listed
    41
    Assets, end of year
    $20,392,183
  • Tax year 2019

    $11,255,098

    Grants listed
    36
    Assets, end of year
    $40,592,071

Grants paid in 2025

7 grants, largest first

As listed on the return.

  1. Hawaii Community FoundationHonolulu, HI

    To support HCF'S vision of an equitable and vibrant hawaii, where all island communities thrive.

    $4,598,750
  2. Cast IncLynnfield, MA

    To provide core support to cast in its work to transform education design and practice in the us.

    $500,000
  3. Upstream USA IncBoston, MA

    To provide core support to upstream us to transform contraceptive care in health centers in the us.

    $500,000
  4. The Army of Survivors IncLansing, MI

    To provide core support to raise awareness, accountability, and transparency on the issue of sexual violence against athletes in the united states and internationally.

    $390,000
  5. New Teacher CenterSacramento, CA

    To provide support to the new teacher center, based in california, to pilot innovative professional teaching that equips teachers and staff to support students with learning differences.

    $353,570
  6. Proteus FundWaltham, MA

    To provide core support to puentes, a communications hub in latin america.

    $300,000
  7. Student UDurham, NC

    To help students and families in durham thrive through ongoing academic and personal support.

    $250,000

Approved for future payment

2 grants

Approved in 2025 and not yet paid.

  1. Student UDurham, NC

    To help students and families in durham thrive through ongoing academic and personal support.

    $1,000,000
  2. The Army of Survivors IncLansing, MI

    To provide core support to raise awareness, accountability, and transparency on the issue of sexual violence against athletes in the united states and internationally.

    $680,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Philanthropy and grantmaking1 grant $4,598,75067% of the total
  2. Education3 grants $903,57013% of the total
  3. Health1 grant $500,0007% of the total
  4. Human services1 grant $500,0007% of the total
  5. Crime and legal aid1 grant $390,0006% of the total

By State

Grants to organizations with a US address, latest year.

  1. Hawaii1 grant $4,598,750
  2. Massachusetts2 grants $1,000,000
  3. Michigan1 grant $390,000
  4. California1 grant $353,570
  5. New York1 grant $300,000
  6. North Carolina1 grant $250,000

Officers, directors and trustees

4 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Caroline TurnerPRESIDENT/TREASURER/TRUSTEE Hours 1Pay $0
  • Kristian ParkerTRUSTEE Hours 1Pay $0
  • Natalie ParkerTRUSTEE Hours 1Pay $0
  • James ZhaSECRETARY Hours 1Pay $0

The return

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