The Charitable Oak Foundation
The Charitable Oak Foundation is a private foundation, based in Wilmington, DE. IRS filing data is available from 2019 through 2021. In 2021, it awarded 4 grants totaling $389K.
Key facts about The Charitable Oak Foundation
In short: The Charitable Oak Foundation gave $389K across 4 grants in 2021 (avg $97K), mostly in California. Source: 2021 IRS Form 990-PF.
- EIN
- 20-8638509
- Latest 990 filing
- Form 990-PF, 2021
- Annual giving (2021)
- $389,028
- Grants made (2021)
- 4
- Average grant
- $97,257
- Median grant
- $11,782
- Primary geography
- California (99% of itemized 2021 grant dollars)
Data from IRS Form 990-PF, 2021; updated September 2026.
Financial Overview
From 2021 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$389K
+1845.1% YoY
Grant Count
4
+300.0% YoY
Avg Grant Size
$97K
+386.3% YoY
Under IRS private-foundation payout rules, The Charitable Oak Foundation reported a distributable amount of $16K for 2021 — the minimum it must pay out in qualifying distributions.
How The Charitable Oak Foundation gives
- In 2021 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2021 grant dollars across all 4 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2021, annual grant giving ranged from $17K (2019) to $389K (2021). In 2021 it made 4 grants totaling $389K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2021
The largest 2021 recipient was Orange County Community Foundation ($376K across 2 grants). Together the top 3 received $389K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 7 grants of 8 (88%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Orange County Community Foundation Newport Beach, CA | General & Unrestricted (see general explanation) | $362,465 |
| Orange County Community Foundation Newport Beach, CA | Charitable Oak Fund | $13,563 |
| Orange County School of the Arts Santa Ana, CA | General & Unrestricted | $10,000 |
| Lelt Foundation Inc New York, NY | General & Unrestricted | $3,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2021 | 2020 | 2019 |
|---|---|---|---|
| Total Assets | — | $426,707 | $404,056 |
| Revenue | $-31,344 | $46,295 | $32,691 |
| Expenses | $395,363 | $23,644 | $23,862 |
| Qualifying Distributions | $394,678 | — | — |
| Net Investment Income | — | $45,676 | $32,006 |
| Distributable Amount | $16,212 | $20,489 | $19,619 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 13, 2020)
- IRS filings on file for fiscal years 2020–2021
Leadership & Key People
Officers and directors from IRS filings
The Charitable Oak Foundation is led by Jin O'Grady, Co- President & Director on every filing since 2019; none of the 2 officers listed in 2021 report compensation.
Officers on the 2021 filing
Jin O'Grady
Co- President & Director
On filings since 2019
1 hr/week
No compensation reported
Ryan O'Grady
Co-Pres, Director & Secretary
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2021. "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 The Charitable Oak Foundation
How much does The Charitable Oak Foundation give each year?
The Charitable Oak Foundation gave $389K across 4 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $20K across 1 grant.
What is The Charitable Oak Foundation's typical grant size?
The Charitable Oak Foundation's median grant in 2021 was $11,782, and its average grant was $97,257, across 4 grants on its 2021 IRS Form 990-PF.
Where does The Charitable Oak Foundation give grants?
The Charitable Oak Foundation gives mostly in California: 99% of the grant dollars itemized on its 2021 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Newport Beach, CA (2 grants).
Does The Charitable Oak Foundation give general operating support?
Yes: 75% of The Charitable Oak Foundation's 2021 grants with a stated purpose (3 of 4) were for general or operating support, per its 2021 IRS Form 990-PF.
How much is The Charitable Oak Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2021, The Charitable Oak Foundation reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Charitable Oak Foundation's EIN?
The Charitable Oak Foundation's EIN (Employer Identification Number) is 20-8638509. IRS Form 990 filing data is available on this page for 2019–2021.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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