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Oak Tree Charitable Foundation is a private corporation based in ARCADIA, CA. The foundation received its IRS ruling in 1995. The principal officer is Sherwood C Chillingworth. It holds total assets of $7.5M. Annual income is reported at $705K. Total assets have grown from $4.1M in 2011 to $6.5M in 2022. The foundation is governed by 4 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in California and Kentucky. According to available records, Oak Tree Charitable Foundation has made 41 grants totaling $1.3M, with a median grant of $20K. Annual giving has grown from $286K in 2020 to $375K in 2023. Individual grants have ranged from $1K to $105K, with an average award of $31K. The foundation has supported 20 unique organizations. The foundation primarily supports organizations in California, Kentucky, Kansas, which account for 98% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$20K
Average Grant
$29K
Largest Grant
$85K
Based on 11 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Oak Tree Charitable Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 41 grants. Its grantmaking reaches organizations primarily in CA, KY, KS.
Oak Tree Charitable Foundation has distributed a total of $1.3M across 41 grants. The median grant size is $20K, with an average of $31K. Individual grants have ranged from $1K to $105K.
Grantees are limited to irc sec. 501(c)(3) public charities.
Oak Tree Charitable Foundation is headquartered in ARCADIA, CA. While based in CA, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| John Barr-Term End Feb 2023 | PRESIDENT | $0 | $0 | N/A |
| Thomas R Capehart | VP/SECRETARY | $0 | $0 | N/A |
| Rick M Arthur | PRESIDENT/VP/ASST. SECRETARY | $0 | $0 | N/A |
| Richard Mandella | VP | $0 | $0 | N/A |
Total Giving
$541K
Total Assets
$6.5M
Fair Market Value
$6.5M
Net Worth
$6.5M
Grants Paid
$375K
Contributions
N/A
Net Investment Income
$128K
Distribution Amount
$322K
Total: $6.2M
Total Grants
41
Total Giving
$1.3M
Average Grant
$31K
Median Grant
$20K
Unique Recipients
20
Most Common Grant
$50K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Edwin J Gregson FoundationSUPPORT WORKERS IN THE CALIFORNIA HORSE RACING INDUSTRY | Arcadia, CA | $105K | 2023 |
| Cancer Support Community PasadenaPROVIDING SUPPORT TO FAMILIES AND COMMUNITIES IMPACTED BY CANCER | Pasadena, CA | $100K | 2023 |
| Winners FoundationSUBSTANCE ABUSE COUNSELING | Arcadia, CA | $50K | 2023 |
| Grayson-Jockey Club Research FoundationSUPPORT RESEARCH TO PROMOTE EQUINE HEALTH AND WELFARE. | Lexington, KY | $50K | 2023 |
| CarmaSUPPORT REHABILITATION, TRAINING AND RETIREMENT FOR CALIFORNIA-RACED THROUGHBRED HORSES. | Arcadia, CA | $35K | 2023 |
| Calif Thoroughbred Horsemen'S FoundationTO SUPPORT THE DEL MAR THOROUGHBRED CLUB SUMMER PROGRAM PROVIDING MEALS TO BACKSTRETCH HORSE CARE EMPLOYEES. | Arcadia, CA | $25K | 2023 |
| Racing Officials Accreditation ProgramIMPROVING HORSE HEALTH AND WELL BEING | Lexington, KY | $3K | 2023 |
| Aaep Foundation Dbathe Foundation For The HorseIMPROVING HORSE HEALTH AND WELL BEING | Lexington, KY | $3K | 2023 |
| Racing Medication Testing ConsortiumSUPPORT ANTI-DOPING RESEARCH FOR HORSE RACING. | Lexington, KS | $3K | 2023 |
| Horse Racing Women'S SummitTO SUPPORT THE 2022 HORSE RACING WOMEN'S SUMMIT LUNCHEON. | Beverly Hills, CA | $2K | 2023 |
| Southern California Equine FoundationPROMOTE MEDICAL CARE FOR HORSES | Arcadia, CA | $50K | 2022 |
| Uc Davis FoundationSUPPORT RESEARCH TO PROMOTE RACEHORSE HEALTH AND SAFETY. | Davis, CA | $50K | 2022 |
| Thoroughbred Charities Of AmericaTHOROUGHBRED HORSES REHABILITATION, RETRAINING, AND REHOMING | Lexington, KY | $5K | 2022 |
| Southern California Equine FoundatiPROMOTE MEDICAL CARE FOR HORSES | Arcadia, CA | $65K | 2020 |
| Grayson-Jockey Club Research FoundaSUPPORT WORKERS IN THE CALIFORNIA HORSE RACING INDUSTRY | Lexington, KY | $50K | 2020 |
| Racing Medication Testing ConsortiuSUPPORT HEALTH OF THOROUGHBRED HORSES | Lexington, KS | $33K | 2020 |
| The Jockey Club Safety Net FoundatiASSISTANCE FOR NEEDY FAMILIES OF HORSE RACING EMPLOYEES | New York, NY | $10K | 2020 |
| United Pegasus FoundationPROVIDE CARE AND SERVICES TO RETIRED RACE HORSES | San Jacinto, CA | $8K | 2020 |
| Racing Officials Accreditation ProgSUPPORT EDUCATION PROGRAMS FOR HORSE RACING OFFICIALS | Lexington, KY | $3K | 2020 |
| The Foundation For The HorseIMPROVING HORSE HEALTH AND WELL BEING | Lexingon, KY | $1K | 2020 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA