Funder DirectoryOAK TREE CHARITABLE FOUNDATION
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Private foundation (trust)EIN 954506950Est. 1995-04

OAK TREE CHARITABLE FOUNDATION

ARCADIA, CA 91007

Accepts unsolicited proposals

Total Assets

$7.5M

FY 2023

Annual Giving

$315K

FY 2023

Grants Made

10

FY 2023

Avg Grant

$32K

FY 2023

Grant Range

$3K–$50K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$315K

Total Expenses

$483K

Qualifying Distributions

$429K

Distributable Amount

$339K

Min. Investment Return

$343K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

10 grants

Grant sizes from minimum $3K through median $39K to maximum $50K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2017 to 2023. Peak $375K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

74 grants

WINNERS FOUNDATION
$450K
6 grants
GRAYSON-JOCKEY CLUB RESEARCH FOUNDATION
$265K
5 grants
CANCER SUPPORT COMMUNITY PASADENA
$190K
4 grants
EDWIN J GREGSON FOUNDATION
$151K
5 grants
UC DAVIS FOUNDATION
$100K
2 grants
SOUTHERN CALIFORNIA EQUINE FOUNDATION
$100K
2 grants
CARMA
$92K
6 grants
RACING MEDICATION TESTING CONSORTIUM
$89K
5 grants

Grant Size Distribution

74 grants

<$10K
40
grants
$10–50K
27
grants
$50–250K
7
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

California
$1.3M
73% of total
Kentucky
$347K
19% of total
Kansas
$121K
7% of total
New York
$18K
1% of total

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OAK TREE CHARITABLE FOUNDATION — Grants, Financials & Contact | Grantivo