The Oak Foundation Usa
- Assets
- $35.7m
- Revenue
- $32.9m
- Investments
- $197.8k
- Employees
- 0
- Location
- New York City, NY
- Founding
- 07/1986
- Data as of
- 12/2022
- EIN
- 13-3321196
Organization Overview
The Oak Foundation Usa is located in New York City, NY. The organization was established in 1986. 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 Foundation USA 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 Foundation USA generated $32.9m in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 25.5% each year . All expenses for the organization totaled $7.2m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Oak Foundation USA has awarded 176 individual grants totaling $112,023,770. 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Heather Graham Vice President | 40 | $207,752 | |
Caroline Turner President/treasurer/trustee | 32 | $95,000 | |
Kristian Parker Trustee | 1 | $0 | |
Natalie Parker Trustee | 1 | $0 | |
James Zha Secretary | 1 | $0 | |
Heather Graham Vice President | 40 | $207,752 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $32,735,462 |
| Interest on Savings | $0 |
| Dividends & Interest | $167,089 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $32,902,551 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $2,121,359 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $5,257 |
| Occupancy | $145,940 |
| Travel, conferences, and meetings | $127,249 |
| Printing and publications | $0 |
| Other expenses | $186,674 |
| Total operating and administrative expenses | $3,062,147 |
| Contributions, gifts, grants paid | $4,138,758 |
| Total expenses and disbursements | $7,200,905 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $35,449,332 |
| Net Accounts receivable | $52,864 |
| 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 | $25,868 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $11,294 |
| Other assets | $0 |
| Total assets | $35,737,118 |
| Accounts payable and accrued expenses | $70,480 |
| Grants payable | $2,248,203 |
| 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 | $2,318,683 |
Grants Awarded
Over the last fiscal year, The Oak Foundation Usa has awarded $4,138,758 in support to 18 organizations.
| Grant Recipient | Amount |
|---|---|
CENTER FOR LEARNER EQUITY PURPOSE: COMMITTED TO ENSURING THAT STUDENTS WITH DISABILITIES, PARTICULARLY THOSE IN UNDER-RESOURCED COMMUNITIES, HAVE THE QUALITY EDUCATIONAL OPPORTUNITIES AND CHOICES THEY NEED TO THRIVE AND LEARN. THE CENTER FOR LEARNER EQUITY ACCOMPLISHES THIS THROUGH RESEARCH, ADVOCACY, COALITION FORMATION, AND CAPACITY BUILDING WITH NATIONAL, STATE, AND LOCAL PARTNERS. | $291,830 |
THE AFRICAN WILDLIFE FOUNDATION PURPOSE: TO ENHANCE OPERATIONAL EFFICIENCY AND RHINO PROTECTION AT ZIMBABWE'S SAVE VALLEY CONSERVANCY | $97,883 |
COMPASS WORKING CAPITAL PURPOSE: TO IDENTIFY WAYS TO EXTEND THE REACH OF CWC'S FAMILY SELF-SUFFICIENCY PROGRAMME. TO DO SO, IT WILL FACILITATE IN-DEPTH QUANTITATIVE AND QUALITATIVE RESEARCH ON THE INCLUSION OF YOUNGER PARENTS, SINGLE PEOPLE AND UNDER-REPRESENTED ETHNIC COMMUNITIES. CWC IS A NOT-FOR-PROFIT ORGANISATION THAT PROVIDES SAVINGS AND FINANCIAL COACHING PROGRAMMES TO SUPPORT LOW-INCOME FAMILIES TO: BUILD ASSETS; ACHIEVE THEIR FINANCIAL GOALS; AND BECOME MORE FINANCIALLY SECURE. | $71,000 |
HEARTLAND ALLIANCE PURPOSE: TO PROMOTE THE HUMAN RIGHTS OF IMMIGRANTS, REFUGEES AND ASYLUM SEEKERS, PARTICULARLY THOSE DEPRIVED OF THEIR LIBERTY IN IMMIGRATION DETENTION. HEARTLAND ALLIANCE'S NATIONAL IMMIGRANT JUSTICE CENTER USES A MULTI-PRONG APPROACH OF ALLIANCE-BUILDING, POLICY ADVOCACY, IMPACT LITIGATION AND STRATEGIC COMMUNICATIONS TO REDUCE HARSH ENFORCEMENT PRACTICES AND THE NUMBER OF IMMIGRANTS IN DETENTION, IMPROVE DETENTION CONDITIONS AND ENSURE DUE PROCESS PROTECTIONS. | $400,000 |
MASSACHUSETTS BUDGET AND POLICY CENTER PURPOSE: TO MAKE ECONOMIC STABILITY A REALITY FOR MORE PEOPLE THROUGHOUT MASSACHUSETTS, SO THAT THOSE ON LOWER INCOMES CAN BECOME ECONOMICALLY INDEPENDENT. MASSBUDGET IS A NOT-FOR-PROFIT ORGANISATION PRODUCING INDEPENDENT ANALYSIS OF STATE BUDGET AND TAX POLICIES TO IMPROVE THE LIVES OF PEOPLE ON LOW INCOMES. | $100,000 |
PRESIDENT & FELLOWS OF HARVARD COLLEGE PURPOSE: TO ADVANCE COLLABORATION TO STRENGTHEN CAPACITY AND KNOWLEDGE TO ADDRESS CLIMATE AND SUSTAINABLE DEVELOPMENT CHALLENGES. | $180,688 |