Oak Tree Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARCADIA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.5M in total assets. In 2024, it awarded 10 grants totaling $315K. Net investment income was $253K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.5M
+15.1% YoY
Annual Giving
$315K
-15.9% YoY
Grant Count
10
+0.0% YoY
Avg Grant Size
$32K
-15.9% YoY
Under IRS private-foundation payout rules, Oak Tree Charitable Foundation reported a distributable amount of $339K for 2024 — the minimum it must pay out in qualifying distributions.
About Oak Tree Charitable Foundation
Based on IRS filings
Oak Tree Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARCADIA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.5M in total assets. In 2024, it awarded 10 grants totaling $315K. Net investment income was $253K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $7,453,894 | $6,476,438 | $7,010,594 |
| Revenue | $314,788 | $177,012 | $160,929 |
| Expenses | $483,334 | $540,988 | $479,327 |
| Qualifying Distributions | $428,642 | $484,765 | $421,083 |
| Net Investment Income | $252,604 | $127,788 | $109,322 |
| Distributable Amount | $339,451 | $322,150 | $368,279 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
51 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Cancer Support Community Pasadena ($50,000), Grayson-jockey Club Research Foundation ($50,000), Uc Davis Foundation Co School of Veterinary Medicine ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CALIFORNIA THOROUGHBRED HORSEMEN'S FOUNDATION ARCADIA, CA | TO SUPPORT THE DEL MAR THOROUGHBRED CLUB SUMMER PROGRAM PROVIDING MEALS TO BACKSTRETCH HORSE CARE EMPLOYEES. | $42,500 |
| CANCER SUPPORT COMMUNITY PASADENA PASADENA, CA | PROVIDING SUPPORT TO FAMILIES AND COMMUNITIES IMPACTED BY CANCER | $50,000 |
| CARMA ARCADIA, CA | SUPPORT REHABILITATION, TRAINING AND RETIREMENT FOR CALIFORNIA-RACED THROUGHBRED HORSES. | $35,000 |
| EQUINE DISEASE COMMUNICATION CENTER LEXINGTON, KY | TO SUPPORT THE FOUNDATION | $2,500 |
| GRAYSON-JOCKEY CLUB RESEARCH FOUNDATION LEXINGTON, KY | SUPPORT RESEARCH TO PROMOTE EQUINE HEALTH AND WELFARE. | $50,000 |
| RACING MEDICATION TESTING CONSORTIUM LEXINGTON, KS | SUPPORT ANTI-DOPING RESEARCH FOR HORSE RACING. | $27,500 |
| RACING OFFICIALS ACCREDITATION PROGRAM LEXINGTON, KY | IMPROVING HORSE HEALTH AND WELL BEING | $2,500 |
| THE JOCKEY CLUB SAFETY NET FOUNDATION NEW YORK, NY | TO SUPPORT THE FOUNDATION | $5,000 |
| UC DAVIS FOUNDATION CO SCHOOL OF VETERINARY MEDICINE DAVIS, CA | TO SUPPORT THE FOUNDATION | $50,000 |
| WINNERS FOUNDATION ARCADIA, CA | SUBSTANCE ABUSE COUNSELING | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RICK M ARTHUR | PRESIDENT/VP/ASST. SECRETARY | 0.25 | — |
| RICHARD MANDELLA | VP | 0.25 | — |
| THOMAS R CAPEHART | VP/SECRETARY | 0.25 | — |
| BO HIRSCH TERM START 224 | DIRECTOR & VP | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Oak Tree Charitable Foundation?
Oak Tree Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARCADIA, CA. It holds $7.5M in total assets as of 2024.
How large is Oak Tree Charitable Foundation?
As of 2024, Oak Tree Charitable Foundation holds $7.5M in total assets with $315K in annual revenue. It awarded 10 grants totaling $315K in 2024.
Where does Oak Tree Charitable Foundation operate?
Oak Tree Charitable Foundation has awarded grants in California, Kansas, Kentucky, New York.
What size grants does Oak Tree Charitable Foundation award?
In 2024, Oak Tree Charitable Foundation awarded 10 grants totaling $315K — an average of about $32K per grant, based on its IRS Form 990 filings.
How much is Oak Tree Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Oak Tree Charitable Foundation reported a distributable amount of $339K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Oak Tree Charitable Foundation's EIN?
Oak Tree Charitable Foundation's EIN (Employer Identification Number) is 95-4506950. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Oak Tree Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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