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Private foundation (trust)EIN 814858429Est. 2017-07

THE OAK TREE CHARITABLE TRUST

GALLATIN, TN 37066

Accepts unsolicited proposals

Total Assets

$632K

FY 2024

Annual Giving

$39K

FY 2024

Grants Made

18

FY 2024

Avg Grant

$2K

FY 2024

Grant Range

$500–$10K

Typical

Deadlines

September 30th of current year

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$34K

Total Expenses

$45K

Qualifying Distributions

$40K

Distributable Amount

$31K

Min. Investment Return

$31K

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

18 grants

Grant sizes from minimum $500 through median $1K to maximum $10K, 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 2018 to 2024. Peak $39K in 2024. Hover bars for details.

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

Top Recipients

84 grants

THE SOUTHERN ENVIRONMENTAL LAW CENT
$31K
6 grants
TN CONSERVATION VOTERS
$15K
4 grants
THE TRUST FOR VIRGIN ISLANDS
$11K
3 grants
THE GALLATIN SHALOM ZONE
$11K
5 grants
THE TRUST FOR VIRGIN ISLANDS LANDS
$10K
1 grant
THE COMMUNITY FOUNDATION OF MIDDLE
$10K
1 grant
THE TRUST FOR VIGRIN ISLANDS
$7K
1 grant
GOOD LEAF EDUCAIOTN ASSOCIATION INC
$5K
1 grant

Grant Size Distribution

84 grants

<$10K
84
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

Tennessee
$113K
75% of total
VI
$34K
23% of total
California
$4K
2% of total
Alabama
$500
0% of total

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THE OAK TREE CHARITABLE TRUST — Grants, Financials & Contact | Grantivo