Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE OAKLAWN FOUNDATIONINC
 
Number and street (or P.O. box number if mail is not delivered to street address) CO BETSY RAFTERY POB 7065
  Room/suite
City or town
WILTON
State or province
CT
Country  
ZIP or foreign postal code
06897
A Employer identification number

13-6127896
B Telephone number (see instructions)

2032498035
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$23,679,471J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments 105 105  
4 Dividends and interest from securities... 527,717 527,717  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,216,741
b Gross sales price for all assets on line 6a 5,583,793
7 Capital gain net income (from Part IV, line 2)... 1,216,741
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
200 200  
12 Total. Add lines 1 through 11........ 1,744,763 1,744,763  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,000 5,000   45,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,325 1,533   13,792
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
93,219 92,508   711
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
52,642 443   3,985
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
409 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,166 217   1,949
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 150   1,350
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 215,261 99,851   66,787
25 Contributions, gifts, grants paid....... 1,121,000 1,121,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,336,261 99,851   1,187,787
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 408,502
b Net investment income (if negative, enter -0-) 1,644,912
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 963,081 769,547 769,547
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 4,842,654 Click to see attachment
List of Attached Documents:
// Content
4,842,654 		4,750,773
b Investments—corporate stock (attach schedule)....... 7,816,402 Click to see attachment
List of Attached Documents:
// Content
8,905,181 		15,474,586
c Investments—corporate bonds (attach schedule)....... 2,764,511 Click to see attachment
List of Attached Documents:
// Content
2,277,341 		2,683,840
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis 20,469
Less: accumulated depreciation (attach schedule) 19,744 328 Click to see attachment
List of Attached Documents:
// Content
725 		725
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,386,976 16,795,448 23,679,471
Liabilities 17 Accounts payable and accrued expenses.......... 71 41
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 71 41
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 16,386,905 16,795,407
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 16,386,905 16,795,407
30 Total liabilities and net assets/fund balances (see instructions). 16,386,976 16,795,448
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
16,386,905
2
Enter amount from Part I, line 27a .....................
2
408,502
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,795,407
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
16,795,407
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a DETAILS AVAILABLE UPON REQUEST P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,583,793   4,367,052 1,216,741
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,216,741
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,216,741
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 22,864
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 22,864
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 22,864
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 34,678
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 34,678
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 11,814
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax11,814 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NY, CT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofELIZABETH K RAFTERY THE OAKLAWN F Telephone no. (203) 249-8035

Located atPO BOX 7065WILTONCT ZIP+406897
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
STEPHEN K GRIMM DIRECTOR
0.00 		0 0 0
80 FIELD POINT ROAD PO BOX 2220
GREENWICH,CT06836
ELIZABETH K RAFTERY TREASURER/DIRECTOR
25.00 		40,000 0 0
34 WICKS END LANE
WILTON,CT06897
JOSEPH PAIGHT DIRECTOR
0.00 		0 0 0
1925 FLORESTA VIEW RD
TAMPA,FL33618
WILLIAM S KIES IV PRESIDENT/DIRECTOR
4.00 		10,000 0 0
19 MEADOW DRIVE
COS COB,CT06807
JONATHAN M WELLS DIRECTOR
0.00 		0 0 0
90 RIVER ROAD
COS COB,CT06807
WILLIAM S KIES III DIRECTOR
0.00 		0 0 0
15 GRANT AVENUE
OLD GREENWICH,CT06870
SAMUEL B KIES DIRECTOR
0.00 		0 0 0
7 HUBBARD CT
STAMFORD,CT06902
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
AVITY INVESTMENT MANAGEMENT INC INVESTMENT ADVISORY SERVICES 91,350
80 FIELD POINT ROAD
GREENWICH,CT06830
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 NO DIRECT ACTIVITIES 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NONE 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
22,849,319
b
Average of monthly cash balances.......................
1b
1,051,896
c
Fair market value of all other assets (see instructions)................
1c
527
d
Total (add lines 1a, 1b, and 1c).......................
1d
23,901,742
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
23,901,742
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
358,526
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
23,543,216
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,177,161
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,177,161
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
22,864
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
22,864
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,154,297
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,154,297
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,154,297
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
1,187,787
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,187,787
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,154,297
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 646,244
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,187,787
a Applied to 2024, but not more than line 2a 646,244
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 541,543
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		612,754
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ABILIS

50 GLENVILLE STREET
GREENWICH,CT06831 		NONE   GRANT FOR ACTIVITIES PROGRAM 10,000

ALZHEIMERS ASSOCIATION

PO BOX 96011
WASHINGTON,DC20090 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 750

AMERICAN RED CROSS

99 INDIAN FIELD ROAD
GREENWICH,CT06830 		NONE   GRANT -DISASTER RELIEF 20,000

AMERICARES

88 HAMILTON AVENUE
STAMFORD,CT06902 		NONE   GRANT -EMERGENCY PROGRAMS 20,000

ASCUTNEY OUTDOORS

PO BOX 101
BROWNSVILLE,VT05037 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 2,000

BETSY'S PARK

PO BOX 688
HOLDERNESS,NH03248 		NONE   MULTI YEAR GRANT OF $50,000 2025-2030 YEAR 1 OF 5 10,000

BOYS & GIRLS CLUB GREENWICH

4 HORSENECK LANE
GREENWICH,CT06830 		NONE   GENERAL OPERATING SUPPORT, EDUCATION PROGRAMMING AND DIRECTOR'S GRANT TO 501C ORGANIZATION 31,500

BOYS & GIRLS CLUB OF STAMFORD

347 STILLWATER AVENUE
STAMFORD,CT06902 		NONE   2025 GRANT COLLEGE READINESS PROGRAM 15,000

BRUNSWICK SCHOOL

100 MAHER AVENUE
GREENWICH,CT06830 		NONE   2025 PLEDGE OF MULTI YEAR GRANT OF $25,000 2024-2027; DIRECTOR'S GRANT TO 501C ORGANIZATION 32,000

CARDINAL SHEEHAN CENTER INC

1494 MAIN ST
BRIDGEPORT,CT06604 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 750

CENTER FOR EDUCATION DEVELOPMENT

369 LEXINGTON AVE STE 313
NEW YORK,NY10017 		NONE   PROJECT BOOST 20,000

CHOATE-ROSEMARY HALL

333 CHRISTIAN STREET
WALLINGFORD,CT06492 		NONE   2025 GRANT SCHOLARSHIP FUND AND DIRECTOR'S GRANT TO 501C ORGANIZATION 35,000

CLEARWATER COMMUNITY SAILING CENTER

1001 GULF BLVD
CLEARWATER,FL33767 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION & MULTI YEAR SCHOLARSHIP 2025-2027 (YEAR 1 OF 3) 20,000

COLBY COLLEGE

4000 MAYFLOWER HILL
WATERVILLE,ME04901 		NONE   OAKLAWN FOUNDATION SCHOLARSHIP YEAR 1 OF 5 AND DIRECTOR'S 2025 GRANT TO 501C ORGANIZATION 50,000

DARDEN SCHOOL FOUNDATION

UNIV OF VA PO BOX 400807
CHARLOTTESVILLE,VA229073015 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 5,000

DOMUS KIDS INC

83 LOCKWOOD AVENUE
STAMFORD,CT06902 		NONE   DOMUS KNIGHTS 2025 GRANT 35,000

FOREST SOCIETY OF MAINE

209 STATE ST 2ND FLOOR
BANGOR MAINE,ME04401 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 1,500

FRATERNAL ORDER OF THE UMBRELLA INC

PO BOX 112238
STAMFORD,CT06911 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 500

FRIENDS OF AMBLER FARM

PO BOX 7442
WILTON,CT06897 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 1,000

FRIENDS OF THE NORWALK RIVER VALLEY TRAIL

PO BOX 174
GEORGETOWN,CT06829 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION; 2025 PLEDGE YEAR 2 OF 3 12,000

GREENWICH ACADEMY

200 NORTH MAPLE AVENUE
GREENWICH,CT06830 		NONE   2025 PLEDGE OF MULTI YEAR GRANT OF $20,000 2023-2027;YEAR 3 OF 5 20,000

GREENWICH ALLIANCE FOR EDUCATION

49 MAPLE AVE
GREENWICH,CT06830 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 1,500

GREENWICH COMMUNITY GARDENS

PO BOX 4743
GREENWICH,CT06831 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 500

GREENWICH FAMILY CENTERS

40 ARCH STREET POB 7550
GREENWICH,CT06836 		NONE   2025 GRANT GREENWICH HEAD START 30,000

GREENWICH LAND TRUST

370 ROUND HILL RD
GREENWICH,CT06831 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 1,000

HILSDALE COLLEGE

33 E COLLEGE STREET
HILLSDALE,MI49242 		NONE   2025 GRANT FOR OAKLAWN FOUNDATION SCHOLARSHIP 25,000

INNER CITY SCHOLARSHIP FUND

1011 FIRST AVENUE 14TH FL
NEW YORK,NY10022 		NONE   OAKLAWN FOUNDATION SCHOLARSHIP AND NEED BASED SCHOLARSHIPS 30,000

KIDS IN CRISIS

ONE SALEM STREET
COS COB,CT06807 		NONE   KIC EDUCATIONAL SERVICES AND DIRECTOR'S GRANT TO 501C ORGANIZATION 45,000

LAUREL HOUSE

1616 WASHINGTON BLVD
STAMFORD,CT06902 		NONE   GRANT SUPPORTING LAUREL HOUSE THINKING WELL PROGRAM 25,000

MORNING STAR CATHOLIC SCHOOL

210 E LINEBAUGH AVENUE
TAMPA,FL33612 		NONE   TUITION ASSISTANCE AND DIRECTOR'S GRANT TO 501C ORGANIZATION 20,000

MOUNT DORA CHRISTIAN ACADEMY & CHILDREN'S HOME

301 WEST 13TH AVENUE
MOUNT DORA,FL32757 		NONE   YEAR 4 OF 4 OF SCHOLARSHIP FUND,BIOMEDICAL SCIENCE INSTITUTE AND DIRECTOR'S GRANT TO 501C ORGANIZATION 45,000

NATIONAL MS SOCIETY

659 TOWER AVENUE FIRST FLOOR
HARTFORD,CT06112 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 3,250

NEIGHBOR TO NEIGHBOR

248 EAST PUTNAM AVE
GREENWICH,CT06830 		NONE   GRANT FOOD & HOUSEHOLD ESSENTIAL BUDGET 20,000

NORTHWESTERN UNIVERSITY

1201 DAVIS STREET
EVANSTON,IL60208 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 10,000

NYU STERN SCHOOL OF BUSINESS

547 LAGUARDIA PLACE
NEW YORK,NY10012 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 1,000

PURCHASE COLLEGE

735 ANDERSON HILL ROAD
PURCHASE,NY10577 		NONE   OAKLAWN FOUNDATION ENDOWED SCHOLARSHIP FUND 15,000

SACRED HEART UNIVERSITY

5151 PARK AVENUE
FAIRFIELD,CT06825 		NONE   OAKLAWN SCHOLARSHIP FUND 20,000

SCSU FOUNDATION INC

501 CRESCENT STREET
NEW HAVEN,CT065151355 		NONE   SCHOLARSHIP PLEDGE YEAR 5 OF 5 AND DIRECTOR'S GRANT TO 501C ORGANIZATION 40,000

SOUNDWATERS

COVE ISLAND PARK 1281 COVE ROAD
STAMFORD,CT06902 		NONE   SCHOLARSHIP FUND YEAR 5 OF 5 AND DIRECTOR'S GRANT TO 501C ORGANIZATION 35,000

ST LAWRENCE UNIVERSITY

23 ROMODA DRIVE
CANTON,NY13617 		NONE   GRANT OAKLAWN FOUNDATION SCHOLARSHIP FUND YEAR 1 OF 5 AND DIRECTOR'S GRANT TO 501C ORGANIZATION 32,500

ST PAUL'S EPISCOPAL CHURCH

200 RIVERSIDE AVE
RIVERSIDE,CT06878 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 4,500

STAMFORD LITTLE LEAGUE

PO BOX 4568
STAMFORD,CT06907 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 750

STAMFORD MUSEUM AND NATURE CENTER

39 SCOFIELDTOWN ROAD
STAMFORD,CT06903 		NONE   PLEDGE FOR EDUCATION PROGRAMS AND DIRECTOR'S GRANT TO 501C ORGANIZATION 37,750

STARK MOUNTAIN FOUNDATION

PO BOX 1221
WAITSFIELD,VT05673 		NONE   SKI SCHOLARSHIP, LAND ACQUISITION ASSISTANCE & DIRECTORS' GRANT TO 501C ORGANIZATION 26,500

THE HILL SCHOOL

717 EAST HIGH STREET
POTTSTOWN,PA19464 		NONE   GRANTS 5 OF 5 MULTI YEAR GRANT PLEDGE; CLASS OF '93 SCHOLARSHIP 2023-2025 YEAR 3 OF 3;DIRECTOR'S GRANT TO 501C ORGANIZATION 65,500

THE MARITIME AQUARIUM AT NORWALK

10 NORTH WATER ST
NORWALK,CT06854 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 750

THE MEAD SCHOOL

1095 RIVERBANK RD
STAMFORD,CT06903 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 2,000

THE WORKPLACE INC

350 FAIRFIELD AVENUE
BRIDGEPORT,CT06604 		NONE   GRANT THINK IT FORWARD & GENERAL OPERATING FUND 25,000

U OF VT & STATE AGRICULTURE FOUNDATION

411 MAIN STREET
BURLINGTON,VT05401 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 7,500

UNC WILMINGTON

601 SOUTH COLLEGE ROAD
WILMINGTON,NC284035990 		NONE   SCHOLARSHIP FUND AND GPAC 40,000

UNIVERSITY OF THE CUMBERLANDS

6191 COLLEGE STATION DRIVE
WILLIAMSBURG,KY40769 		NONE   OAKLAWN FOUNDATION SCHOLARSHIP FUND 25,000

UPPER VALLEY LAND TRUST

19 BUCK ROAD
HANOVER,NH03755 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 2,500

UVM FOUNDATION

411 MAIN STREET
BURLINGTON,VT05401 		NONE   MULTI YEAR GRANT YEAR 4 OF 5 OAKLAWN FOUNDATION SCHOLARSHIP 25,000

VILLANOVA UNIVERSITY

800 E LANCASTER AVE
VILLANOVA,PA19805 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 2,000

WAKE FOREST UNIVERSITY

499 DEACON BLVD
WINSTONSALEM,NC27105 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION;GRANT WAKE FOREST BASEBALL AND OAKLAWN SCHOLARSHIP 1 OF 5 50,000

WATERSIDE SCHOOL

770 PACIFIC STREET
STAMFORD,CT06902 		NONE   GRANT FOR ANNUAL FUND & OAKLAWN FOUNDATION SCHOLARSHIPS 2024-2028 AND DIRECTOR'S GRANT TO 501C ORGANIZATION 35,000

WEST WINDSOR HISTORICAL SOCIETY

PO BOX 12
BROWNSVILLE,VT05037 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 1,000

WESTPORT COUNTRY PLAYHOUSE

25 POWERS COURT
WESTPORT,CT06880 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 500

WILTON LIBRARY ASSOCIATION

137 OLD RIDGEFIELD ROAD
WILTON,CT06897 		NONE   DIRECTOR'S GRANT TO 501C ORGANIZATION 1,000

WOODCOCK NATURE CENTER

56 DEER RUN ROAD
WILTON,CT06897 		NONE   GRANT FOR GENERAL OPERATING FUND AND DIRECTOR'S GRANT TO 501C ORGANIZATION 27,000
Total ................................. 3a 1,121,000
bApproved for future payment

BETSY'S PARK
PO BOX 688
HOLDERNESS,NH03248 		NONE   MULTI YEAR GRANT: $10,000 FOR 2026-2029 REMAINING 40,000

BRUNSWICK SCHOOL
100 MAHER AVENUE
GREENWICH,CT06830 		NONE   MULTI YEAR GRANT: $25,000 FOR 2026-2027 REMAINING 50,000

CHOATE-ROSEMARY HALL
333 CHRISTIAN STREET
WALLINGFORD,CT06492 		NONE   MULTI YEAR GRANT: $30,000 FOR 2026-2029 REMAINING 120,000

COLBY COLLEGE
4000 MAYFLOWER HILL
WATERVILLE,ME04901 		NONE   MULTI YEAR GRANT: $40,000 FOR 2026-2029 REMAINING 160,000

FRIENDS OF NORWALK RIVER VALLEY TRAIL
200 NORTH MAPLE AVENUE
GREENWICH,CT06830 		NONE   MULTI YEAR GRANT: $10,000 FOR 2026 REMAINING 10,000

GREENWICH ACADEMY
200 NORTH MAPLE AVENUE
GREENWICH,CT06830 		NONE   MULTI YEAR GRANT: $20,000 FOR 2026-2027 REMAINING 40,000

ST LAWRENCE UNIVERSITY
23 ROMODA DRIVE
CANTON,NY13617 		NONE   MULTI YEAR GRANT: $30,000 FOR 2026-2029 REMAINING 120,000

UVM
411 MAIN STREET
BURLINGTON,VT05401 		NONE   MULTI YEAR GRANT-$25,000 FOR 2026 REMAINING 25,000

WATERSIDE SCHOOL
770 PACIFIC STREET
STAMFORD,CT06902 		NONE   MULTI YEAR GRANT-$30,000 FOR 2026-2028 REMAINING 90,000

WOODCOCK NATURE CENTER
56 DEER RUN ROAD
WILTON,CT06897 		NONE   MULTI YEAR GRANT: $25,000 FOR 2026-2029 REMAINING 100,000
Total ................................. 3b 755,000
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 105  
4 Dividends and interest from securities ....     14 527,717  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,216,741  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCREDIT CARD CASH REBATE 		    14 200  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,744,763 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,744,763
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE OAKLAWN FOUNDATIONINC
EIN:
13-6127896
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EDWARD M. DEDON,CPA (ACCTG & TAX PREP) 15,325 1,533   13,792

TY 2025 AllOthProgRltdInvestmentsSch
Name:
THE OAKLAWN FOUNDATIONINC
EIN:
13-6127896
Category Amount
N/A 0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2025 DepreciationSchedule
Name:
THE OAKLAWN FOUNDATIONINC
EIN:
13-6127896
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
COMPUTER/FAX MACHINE 1992-06-15 3,385 3,385 SL 5.000000000000 0 0    
FURNITURE & FIXTURES 1992-06-15 5,148 5,148 SL 7.000000000000 0 0    
COPIER 1994-06-15 1,100 1,100 SL 5.000000000000 0 0    
COMPUTER 1996-08-15 2,403 2,403 SL 5.000000000000 0 0    
FURNITURE 1996-12-01 353 353 SL 7.000000000000 0 0    
PRINTER 1998-03-08 236 236 SL 5.000000000000 0 0    
COMPUTER 2000-01-15 1,605 1,605 SL 5.000000000000 0 0    
COMPUTER 2004-12-08 779 779 SL 5.000000000000 0 0    
FURNITURE 2004-04-15 1,646 1,646 SL 7.000000000000 0 0    
COMPUTER & PRINTER 2010-10-06 1,443 1,443 SL 5.000000000000 0 0    
DELL LAPTOP MODEL 7537 2015-10-26 744 744 SL 5.000000000000 0 0    
PRINTER/COPIER 2017-02-07 163 163 SL 5.000000000000 0 0    
DELL LAPTOP INSPIRON 15-5510-INOPERATIVE 2022-02-11 658 330 SL 5.000000000000 328 0    
DELL LAPTOP LATITUDE 15-3550 2025-01-28 806   SL 5.000000000000 81 0    

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE OAKLAWN FOUNDATIONINC
EIN:
13-6127896
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS & BOND ETF 2,277,341 2,683,840

TY 2025 InvestmentsCorpStockSchedule
Name:
THE OAKLAWN FOUNDATIONINC
EIN:
13-6127896
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK & EQUITY ETF 8,905,181 15,474,586

TY 2025 InvestmentsGovtObligationsSch
Name:
THE OAKLAWN FOUNDATIONINC
EIN:
13-6127896
US Government Securities - End of Year Book Value:

4,842,654
US Government Securities - End of Year Fair Market Value:

4,750,773
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2025 LandEtcSchedule2
Name:
THE OAKLAWN FOUNDATIONINC
EIN:
13-6127896
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
COMPUTER/FAX MACHINE 3,385 3,385 0 0
FURNITURE & FIXTURES 5,148 5,148 0 0
COPIER 1,100 1,100 0 0
COMPUTER 2,403 2,403 0 0
FURNITURE 353 353 0 0
PRINTER 236 236 0 0
COMPUTER 1,605 1,605 0 0
COMPUTER 779 779 0 0
FURNITURE 1,646 1,646 0 0
COMPUTER & PRINTER 1,443 1,443 0 0
DELL LAPTOP MODEL 7537 744 744 0 0
PRINTER/COPIER 163 163 0 0
DELL LAPTOP LATITUDE 15-3550 806 81 725 725


TY 2025 OtherExpensesSchedule
Name:
THE OAKLAWN FOUNDATIONINC
EIN:
13-6127896
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE MAINTENANCE & EXPENSES 700 70   630
FILING FEES 800 80   720


TY 2025 OtherIncomeSchedule2
Name:
THE OAKLAWN FOUNDATIONINC
EIN:
13-6127896
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CREDIT CARD CASH REBATE 200 200 200


TY 2025 OtherProfessionalFeesSchedule
Name:
THE OAKLAWN FOUNDATIONINC
EIN:
13-6127896
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AVITY INVESTMENT MANAGEMENT INC (INVESTMENT MANAGEMENT FEES) 91,350 91,350   0
BANK OF NEW YORK (CUSTODY FEES) 1,078 1,078   0
TECHNICAL SUPPORT 225 23   202
PAYROLL PROCESSING 566 57   509


TY 2025 TaxesSchedule
Name:
THE OAKLAWN FOUNDATIONINC
EIN:
13-6127896
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 4,428 443   3,985
FEDERAL EXCISE PAID 48,214 0   0