Totals
- Total revenue
- $10,508,313
- Total expenses
- $7,133,837
- Contributions and grants received
- $547,852
- Grants paid
- $6,244,310
- Program service revenue
- $0
- Investment income
- $9,960,461
- Other revenue
- $0
- Total assets, end of year
- $154,675,272
- Total liabilities, end of year
- $6,002,708
- Net assets or fund balances, end of year
- $148,672,564
- Program services expenses (Part IX)
- $6,749,837
- Management and general expenses
- $176,000
- Fundraising expenses
- $208,000
- Program service expenses (Part III)
- $6,749,837
Program services were 94.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$547,852
-
3 · Investment income
total $4,752,697 · excluded $4,752,697
-
7a · Gross sales of assets other than inventory
securities $53,656,731
-
7b · Less cost or other basis and sales expenses
securities $48,448,967
-
7c · Gain or loss
securities $5,207,764
-
7d · Net gain or loss
total $5,207,764 · excluded $5,207,764
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $6,244,310 · program services $6,244,310
-
11a · Fees: management
total $384,000 · management and general $176,000 · fundraising $208,000
-
11f · Fees: investment management
total $505,527 · program services $505,527
Balance sheet
Part X, book values.
-
4 · Accounts receivable
beginning of year $268,773
-
11 · Investments: publicly traded securities
beginning of year $155,771,228 · end of year $154,675,272
-
17 · Accounts payable and accrued expenses
beginning of year $16,226,917 · end of year $6,002,708
-
27 · Net assets without donor restrictions
beginning of year $77,028,949 · end of year $82,340,310
-
28 · Net assets with donor restrictions
beginning of year $62,784,135 · end of year $66,332,254
Mission and programs · 2024
Mission
THE MISSION OF THE OAK HILL FOUNDATION IS TO DEVELOP, PRUDENTLY MANAGE AND DISBURSE FINANCIAL RESOURCES TO SUPPORT OAK HILL PROGRAMS AND SERVICES THAT ENHANCE THE QUALITY OF LIFE, MOBILITY, INDEPENDENCE AND (SEE SCHEDULE O)
-
THE OAK HILL FOUNDATION'S MISSION IS TO DEVELOP, MANAGE AND DISBURSE FINANCIAL RESOURCES TO SUPPORT OAK HILL PROGRAMS THAT ENHANCE THE QUALITY OF LIFE, MOBILITY, INDEPENDENCE AND EMPLOYABILITY OF PEOPLE WITH DISABILITIES.
Expenses $6,749,837 · Grants $6,244,310 · Revenue $10,508,313
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Barry M SimonBARRY M SIMON
PRESIDENT &
- Total calculated
- $388,947
- From this org
- $0
- From related orgs
- $315,430
- Other
- $73,517
- Hours/week
- 1 + 42 related
Schedule J breakdown matched by us
- Base
- not reported + $314,870 related
- Bonus
- not reported + $560 related
- Other
- not reported
- Deferred
- not reported + $30,500 related
- Nontaxable benefits
- not reported + $43,017 related
- Filer's total
- not reported + $388,947 related
-
Christine D LeibyCHRISTINE D LEIBY
TREASURER &
- Total calculated
- $265,273
- From this org
- $0
- From related orgs
- $218,148
- Other
- $47,125
- Hours/week
- 1 + 42 related
Schedule J breakdown matched by us
- Base
- not reported + $217,588 related
- Bonus
- not reported + $560 related
- Other
- not reported
- Deferred
- not reported + $16,900 related
- Nontaxable benefits
- not reported + $30,225 related
- Filer's total
- not reported + $265,273 related
-
Gayle WintjenGAYLE WINTJEN
SECRETARY &
- Total calculated
- $217,642
- From this org
- $0
- From related orgs
- $163,277
- Other
- $54,365
- Hours/week
- 1 + 42 related
Schedule J breakdown matched by us
- Base
- not reported + $162,717 related
- Bonus
- not reported + $560 related
- Other
- not reported
- Deferred
- not reported + $17,146 related
- Nontaxable benefits
- not reported + $37,219 related
- Filer's total
- not reported + $217,642 related
-
Matthew ZewinskiMATTHEW ZEWINSKI
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 1.5 related
-
Paul JossPAUL JOSS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Heather CarlsonHEATHER CARLSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Rodger MetzgerRODGER METZGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dan BallouDAN BALLOU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Raymond JohnsonRAYMOND JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Anthony AngeloniANTHONY ANGELONI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Christopher HanlonCHRISTOPHER HANLON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PAGE 1, PART I, LINE 3
- COMPENSATION OF THE PRESIDENT AND CEO IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FROM THE CONNECTICUT INSTITUTE FOR THE BLIND, INC., A RELATED 501(C)(3), WHICH RELIES UPON COMPARATIVE DATA, THE AMOUNT OF STATE FUNDING AND OTHER FINANCIAL RESOURCES.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
MISSION FULFILLMENT
-
MISSION FULFILLMENT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
THE CT INSTITUTE FOR THE BLIND INC D/B/A OAK HILL
501C3 · HEALTH · CT
-
THE CT INSTITUTE FOR THE BLIND INC D/B/A OAK HILL
501C3 · HEALTH · CT
Directly controlled by CT INSTITU
-
501C3 · HEALTH · CT
Directly controlled by CT INSTITU
-
501C3 · HEALTH · CT
Directly controlled by CT INSTITU
-
501C3 · HOUSING · CT
Directly controlled by CT INSTITU
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 15 May 2026
- IRS schema version
- 2024v5.0
- Source object
- 202601359349305240
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