Private foundation (trust)EIN 363779795Est. 1991-10
THE OAK TREE PHILANTHROPIC FOUNDATION
SAN DIEGO, CA 92109
Total Assets
$3.7M
FY 2023
Annual Giving
$180K
FY 2023
Grants Made
30
FY 2023
Avg Grant
$6K
FY 2023
Grant Range
$1K–$28K
Typical
Deadlines
—
Applications
Financial Snapshot
2023 filing
Total Revenue
$145K
Total Expenses
$356K
Qualifying Distributions
$216K
Distributable Amount
$189K
Min. Investment Return
$189K
Undistributed Income
$152K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
30 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
3 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
93 grants
Grant Size Distribution
93 grants
Geographic Focus
12 states
+2 more states
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