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Oak Tree Charitable Trust is a private trust based in GALLATIN, TN. The foundation received its IRS ruling in 2017. The principal officer is Sarah E Haynes. It holds total assets of $597K. Annual income is reported at $34K. Total assets have grown from $433K in 2019 to $609K in 2023. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2017 to 2023. Grantmaking is concentrated in Tennessee. According to available records, Oak Tree Charitable Trust has made 71 grants totaling $114K, with a median grant of $1K. Annual giving has grown from $22K in 2020 to $35K in 2023. Grantmaking activity was highest in 2022 with $40K distributed across 26 grants. Individual grants have ranged from $250 to $10K, with an average award of $2K. The foundation has supported 30 unique organizations. The foundation primarily supports organizations in Tennessee, VI, California, which account for 99% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$250
Median Grant
$1K
Average Grant
$2K
Largest Grant
$5K
Based on 13 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 Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 71 grants. Its grantmaking reaches organizations primarily in TN, VI, CA.
Oak Tree Charitable Trust has distributed a total of $114K across 71 grants. The median grant size is $1K, with an average of $2K. Individual grants have ranged from $250 to $10K.
Oak Tree Charitable Trust is a private foundation. To inquire about grants, you can look up the foundation using their EIN (814858429) on GuideStar or contact them directly. Many private foundations have specific application processes that may not be publicly listed.
Oak Tree Charitable Trust is headquartered in GALLATIN, TN. While based in TN, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Michelle E Haynes | CHAIRMAN | $0 | $0 | N/A |
| Sarah E Haynes | TRUSTEE | $0 | $0 | N/A |
| Kenneth C Haynes | TRUSTEE | $0 | $0 | N/A |
Total Giving
$40K
Total Assets
$609K
Fair Market Value
$211K
Net Worth
$608K
Grants Paid
$35K
Contributions
$200K
Net Investment Income
$28K
Distribution Amount
$25K
Total Grants
71
Total Giving
$114K
Average Grant
$2K
Median Grant
$1K
Unique Recipients
30
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Room At The InnPROVIDE SUPPORT FOR THE HOMELESS | Nashville, TN | $2K | 2023 |
| The Community Foundation Of MiddleCONNECTING OTHERS TO CHARITABLE ORGA | Nashville, TN | $10K | 2023 |
| The Trust For Vigrin IslandsCONSERVE VI NATURAL LANDSCAPES | Christiansted, VI | $7K | 2023 |
| The Southern Environmental Law CentTO INFLUENCE LAWS FOR CLEAN AIR, WAT | Nashville, TN | $5K | 2023 |
| The Gallatin Shalom ZoneEMPOWER & ENRICH DIVERSE COMMUNITIES | Gallatin, TN | $3K | 2023 |
| Historic RosemontPROMOTE SUMNER COUNTY TN TOURISM | Gallatin, TN | $1K | 2023 |
| Thistle FarmsHELPING WOMEN SURVIVORS RECOVER AND | Nashville, TN | $1K | 2023 |
| Electronic Frontier FoundationDEFENDS DIGITAL PRIVACY AND FREE SPE | San Francisco, CA | $1K | 2023 |
| The Salvus CenterTO CARE FOR THE SICK AND THE NEEDY | Gallatin, TN | $1K | 2023 |
| Sumner County MuseumPRESERVE THE HISTORY OF SUMNER CO. T | Gallatin, TN | $750 | 2023 |
| Tenngreen Land ConservancyCONSERVE LAND IN TN | Nashville, TN | $750 | 2023 |
| Cragfont Historic HomePROTECT AND PRESERVE HISTORIC TN | Castalian Springs, TN | $500 | 2023 |
| Habitat For HumanityPROVIDE AFFORDABLE HOUSING | Gallatin, TN | $500 | 2023 |
| Bledsoe'S Lick Historical AssociatiPRESERVATION OF BLEDSOE'S FORK STATE | Castalian Springs, TN | $500 | 2023 |
| Homesafe - Sumner CountySERVING VICTIMS OF DOMESTIC VIOLENCE | Gallatin, TN | $500 | 2023 |
| Nashville Children'S TheatreCREATING ARTISTIC EXPERIENCES FOR EV | Nashville, TN | $500 | 2023 |
| Preservation Foundation Of Sumner CPRESERVING SUMNER COUNTY'S LANDMARKS | Gallatin, TN | $500 | 2023 |
| Nashville Rescue MissionPROVIDING SERVICES TO HOMELESS | Nashville, TN | $500 | 2023 |
| The Trust For Virgin IslandsCONSERVE VI NATURAL LANDSCAPES | Christiansted, VI | $4K | 2022 |
| Tn Conservation VotersRAISING VOTER AWARENESS OF ENV | Nashville, TN | $3K | 2022 |
| The Land Trust For TennesseeCONSERVE LAND IN TN | Nashville, TN | $1K | 2022 |
| Friends Of Bridal HousePRESERVE HISTORY OF THE BRIDAL HOUSE | Gallatin, TN | $500 | 2022 |
| Historic Rose MontPROMOTE SUMNER COUNTY TN TOURISM | Gallatin, TN | $250 | 2022 |
UNION CITY, TN
CHATTANOOGA, TN
NASHVILLE, TN