Oak Tree Charitable Foundation
- Assets
- $6.5m
- Revenue
- $177.0k
- Investments
- $6.2m
- Employees
- 0
- Location
- Arcadia, CA
- Founding
- 04/1995
- Data as of
- 05/2023
- EIN
- 95-4506950
Organization Overview
Oak Tree Charitable Foundation is located in Arcadia, CA. The organization was established in 1995. 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 Tree Charitable 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 05/2023, Oak Tree Charitable Foundation generated $177.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (5.3%) each year. All expenses for the organization totaled $541.0k during the year ending 05/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Oak Tree Charitable Foundation has awarded 126 individual grants totaling $2,536,100. 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 |
|---|---|---|---|
John Barr-Term End Feb 2023 President | 0.25 | $0 | |
Thomas R Capehart Vp/secretary | 0.25 | $0 | |
Rick M Arthur President/vp/asst. Secretary | 0.25 | $0 | |
Richard Mandella VP | 0.25 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $127,437 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $49,453 |
| Capital Gain Net Income | $49,453 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $122 |
| Total Revenue | $177,012 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $85,703 |
| Pension plans, employee benefits | $16,156 |
| Interest | $0 |
| Taxes | $7,564 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $2,174 |
| Printing and publications | $0 |
| Other expenses | $522 |
| Total operating and administrative expenses | $166,488 |
| Contributions, gifts, grants paid | $374,500 |
| Total expenses and disbursements | $540,988 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $84,299 |
| Savings and temporary cash investments | $188,770 |
| Net Accounts receivable | $0 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $6,476,438 |
| 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 | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Oak Tree Charitable Foundation has awarded $374,500 in support to 10 organizations.
| Grant Recipient | Amount |
|---|---|
AAEP FOUNDATION DBATHE FOUNDATION FOR THE HORSE PURPOSE: IMPROVING HORSE HEALTH AND WELL BEING | $2,500 |
CALIF THOROUGHBRED HORSEMEN'S FOUNDATION PURPOSE: TO SUPPORT THE DEL MAR THOROUGHBRED CLUB SUMMER PROGRAM PROVIDING MEALS TO BACKSTRETCH HORSE CARE EMPLOYEES. | $25,000 |
CANCER SUPPORT COMMUNITY PASADENA PURPOSE: PROVIDING SUPPORT TO FAMILIES AND COMMUNITIES IMPACTED BY CANCER | $100,000 |
CARMA PURPOSE: SUPPORT REHABILITATION, TRAINING AND RETIREMENT FOR CALIFORNIA-RACED THROUGHBRED HORSES. | $35,000 |
EDWIN J GREGSON FOUNDATION PURPOSE: SUPPORT WORKERS IN THE CALIFORNIA HORSE RACING INDUSTRY | $105,000 |
GRAYSON-JOCKEY CLUB RESEARCH FOUNDATION PURPOSE: SUPPORT RESEARCH TO PROMOTE EQUINE HEALTH AND WELFARE. | $50,000 |