Oak Tree Charitable Foundation
Oak Tree Charitable Foundation is a private foundation based in Arcadia, California. Its 2025 filing reports 10 grants totaling $428,500 to organizations working in areas including horse welfare and research, support for people connected to California horse racing, and cancer support.
Oak Tree Charitable Foundation at a glance
In short: Oak Tree Charitable Foundation gave $429K across 10 grants in 2025 (avg $43K), mostly in California. 10% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $428,500
- +36.0% vs 2024
- Grants made (2025)
- 10
- +0.0% vs 2024
- Average grant
- $42,850
- +36.0% vs 2024
- Median grant
- $47,500
- Total assets
- $7,563,132
- +1.5% vs 2024
- New grantees (estimate)
- 10% first-time grantees (1 of 10, 2025; small sample)
- Primary geography
- California (70% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Oak Tree Charitable Foundation
- How to Apply
-
Submit the materials described above. The filing lists no deadlines.
- Contact
Application contact: Jan Hunt
Mailing address: 201 Colorado Place, Arcadia, CA 91007
Phone: (626) 784-4804
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Oak Tree Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Winners Foundation ($100K). Together the top 10 received $429K.
Grant Size Distribution
50 grants across all recorded years
The most common grant size was under $50K: 29 grants of 50 (58%).
Geographic Focus
Where this funder awards grants
In 2025, 70% of grant dollars went to recipients in California, 18% to recipients in Kentucky, and 12% to recipients in New York.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
Is Oak Tree Charitable Foundation open to new grantees?
10%
first-time grantees, 2025
In 2025, 1 of 10 grantees (10%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $1K; repeat grants $48K. How we count
Medians: $1K first-time, $50K repeat.
- 60% of 2025 grantees were also funded in 2024. Method
- Giving grew 35% from 2022 to 2025. Method
- In 2025 it paid out 142% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $286K (2020) to $429K (2025). In 2025 it made 10 grants totaling $429K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Winners Foundation Arcadia, CA | Substance Abuse Counseling | $100,000 |
| Carma Arcadia, CA | Support rehabilitation, training and retirement for California-raced throughbred horses. | $60,000 |
| The Foundation for the Horse Lexington, KY | Improving Horse Health and Well Being | $52,500 |
| Grayson-Jockey Club Research Foundation New York, NY | Support Research to Promote Equine Health and Welfare. | $50,000 |
| Uc Davis Foundation Davis, CA | To Support Equine Veterinary Research | $50,000 |
| California Thoroughbred Horsemen's Foundation Arcadia, CA | To support the del mar thoroughbred club summer program providing meals to backstretch horse care employees. | $45,000 |
| Edwin J Gregson Foundation Arcadia, CA | To Support Scholarships to Children of Racing Employees | $35,000 |
| Racing Medication Testing Consortium Lexington, KY | Support Anti-Doping Research for Horse Racing. | $25,000 |
| Cancer Support Community Pasadena Pasadena, CA | Providing support to families and communities impacted by cancer | $10,000 |
| Edwin Charles Foundation Beverly Hills, CA | To Support the Foundation | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $7,563,132 | $503,694 | $599,838 | $428,500 | 10 | $539,440 | $445,562 | $380,112 |
| 2024 | $7,453,894 | $314,788 | $483,334 | $315,000 | 10 | $428,642 | $252,604 | $339,451 |
| 2023 | $6,476,438 | $177,012 | $540,988 | $374,500 | 10 | $484,765 | $127,788 | $322,150 |
| 2022 | $7,010,594 | $160,929 | $479,327 | $318,250 | 11 | $421,083 | $109,322 | $368,279 |
| 2021 | $7,324,379 | $510,617 | $471,071 | $306,000 | 9 | — | $465,226 | $320,098 |
| 2020 | $5,890,712 | $326,045 | $432,411 | $286,100 | 11 | — | $290,717 | $294,600 |
Under IRS private-foundation payout rules, Oak Tree Charitable Foundation reported a distributable amount of $380K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for a range of organizations and purposes. For example, the Winners Foundation describes its mission as providing information, support, and referrals to California horse-racing employees and their families affected by substance use disorder, mental illness, or compulsive behaviors. The Foundation for the Horse says its mission is to improve horse health and welfare. The Edwin J Gregson Foundation says it provides educational and charitable programs for California Thoroughbred industry stable-area workers and their families.
Grantmaking
In filing year 2025, the foundation gave 10 grants totaling $428,500. Grants ranged from $1,000 to $100,000, with a median grant of $47,500. Its largest awards were $100,000 to the Winners Foundation, $60,000 to CARMA, $52,500 to the Foundation for the Horse, and $50,000 each to the Grayson-Jockey Club Research Foundation and UC Davis Foundation.
The 2023 filing states that the foundation does not restrict giving to preselected organizations. It directs applicants to contact Jan Hunt and submit a written statement describing the organization’s purpose and how funds will be used, along with a copy of its IRS tax-exemption letter. Awards are limited to IRC Section 501(c)(3) public charities.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Rick M Arthur as president/vice president/assistant secretary; Richard Mandella as vice president and director; Thomas R Capehart as vice president/secretary; and Bo Hirsch as director and vice president.
Oak Tree Charitable Foundation is led by Rick M. Arthur, President, Vice President & Assistant Secretary since 2023 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Rick M. Arthur
President, Vice President & Assistant Secretary
Vice President → Vice President & Assistant Secretary, 2021
Vice President & Assistant Secretary → President, Vice President & Assistant Secretary, 2023
On filings since 2020
4 hrs/week
No compensation reported
Richard Mandella
Vice President & Director
Vice President → Vice President & Director, 2025
On filings since 2020
0.3 hrs/week
No compensation reported
Thomas R. Capehart
Vice President & Secretary
Vice President → Vice President & Secretary, 2021
On filings since 2020
0.3 hrs/week
No compensation reported
Former officers (4)
- Former: Bo Hirsch (2024–2025) — Director & Vice President · Filing note: Term ended start 224
- Former: John H. Barr (2020–2023) — President · Filing note: Term ended end feb 2023
- Former: Robert W. Zamarripa (2020) — Vice President
- Former: Sherwood C. Chillingworth (2020) — Executive Vice President
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Oak Tree Charitable Foundation
How much does Oak Tree Charitable Foundation give each year?
Oak Tree Charitable Foundation gave $429K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $315K across 10 grants.
What is Oak Tree Charitable Foundation's typical grant size?
Oak Tree Charitable Foundation's median grant in 2025 was $47,500, and its average grant was $42,850, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Oak Tree Charitable Foundation that year got $1K on average.
Where does Oak Tree Charitable Foundation give grants?
Oak Tree Charitable Foundation gives mostly in California: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Kentucky (18%) and New York (12%). The most frequent recipient cities were Arcadia, CA (4 grants) and Lexington, KY (2 grants).
Does Oak Tree Charitable Foundation give general operating support?
Not in 2025: none of the 10 grants with a stated purpose on Oak Tree Charitable Foundation's 2025 IRS Form 990-PF were described as general or operating support.
Who are Oak Tree Charitable Foundation's largest grantees?
Oak Tree Charitable Foundation's largest 2025 grantees include Winners Foundation ($100,000), Carma ($60,000) and The Foundation for the Horse ($52,500), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Oak Tree Charitable Foundation?
Oak Tree Charitable Foundation reported $7.6M in total assets on its 2025 IRS Form 990-PF. It paid out $539K in qualifying distributions that year, against a required minimum of $380K (roughly 5% of its investment assets).
What does Oak Tree Charitable Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants show support for a range of organizations and purposes. See mission & focus areas ↑
How do I apply for a grant from Oak Tree Charitable Foundation?
Submit the materials described above. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 28, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 6, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Oak Tree Charitable Foundation funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/oak-tree-charitable-foundation-morg_44eeee64f1cd484b992275942ac29435
BibTeX
@misc{grantable_954506950_2026,
author = {{Grantable}},
title = {{Oak Tree Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/oak-tree-charitable-foundation-morg_44eeee64f1cd484b992275942ac29435},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Oak Tree Charitable Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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