Little Oak Foundation
- Assets
- $1.1m
- Revenue
- $161.0k
- Investments
- $964.4k
- Employees
- 0
- Location
- Cupertino, CA
- Founding
- 06/2006
- Data as of
- 04/2024
- EIN
- 20-4823024
Organization Overview
Little Oak Foundation is located in Cupertino, CA. The organization was established in 2006. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. Little Oak 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 04/2024, Little Oak Foundation generated $161.0k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 1.3% each year. All expenses for the organization totaled $105.2k during the year ending 04/2024. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kuo-Tsai Li CEO | 4 | $0 | |
Pei-Shan Liu Secretary & CFO | 4 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $145,000 |
| Interest on Savings | $0 |
| Dividends & Interest | $14,506 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,530 |
| Capital Gain Net Income | $1,530 |
| Net ST Capital Gain | $1,530 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $161,036 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $849 |
| Taxes | $1,521 |
| Depreciation | $936 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $28,725 |
| Printing and publications | $0 |
| Other expenses | $68,024 |
| Total operating and administrative expenses | $102,285 |
| Contributions, gifts, grants paid | $2,885 |
| Total expenses and disbursements | $105,170 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $140,096 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $16,215 |
| 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 | $964,425 |
| Net Land, buildings, and equipment | $588 |
| Other assets | $0 |
| Total assets | $1,121,324 |
| 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 | $259 |
| Total liabilities | $259 |
Grants Awarded
Over the last fiscal year, Little Oak Foundation has awarded $2,885 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
DOCTORS WITHOUT BORDERS PURPOSE: TO PROVIDE INDEPENDENT, IMPARTIAL MEDICAL HUMANITARIAN ASSISTANCE TO THE PEOPLE WHO NEED IT MOST. | $1,000 |
JAACUC PURPOSE: TO ENHANCE THE SENSE OF TOGETHERNESS BETWEEN ALUMNI OF CHINESE UNIVERSITIES IN NORTHEN CALIFORNIA THROUGH ORGANIZING OR PARTICIPATING IN A VARIETY OF ACADEMIC, CULTURAL, SERVICE-ORIENTED ACTIVITIES AND EVENTS. THE ORGANIZATION INTENDS TO ACCOMPLISH ITS EXEMPT PURPOSE BY ENCOURAGING CONTACT AND COMMUNICATION AMONG CHINESE UNIVERSITIES ALUMNI IN NORTHERN CALIFORNIA. | $1,000 |
CALIFORNIA LINE DANCE ASSOCIATION O PURPOSE: DANCE FOR HEALTH, DANCE FOR HAPPINESS, AND DANCE FOR A COLORFUL LIFE". | $360 |
GOFUNDME PURPOSE: TO PROVIDE A PLATFORM THAT EMPOWERS INDIVIDUALS AND COMMUNITIES TO RAISE FUNDS FOR CAUSES THEY ARE PASSIONATE ABOUT, FOSTERING A SPIRIT OF GENEROSITY AND SUPPORT. | $525 |