The Charitable Oak Foundation
The Charitable Oak Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2021. In 2021, it awarded 4 grants totaling $389K.
Financial Overview
From 2021 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
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.
About The Charitable Oak Foundation
Based on IRS filings
The Charitable Oak Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2021. In 2021, it awarded 4 grants totaling $389K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2021 | 2020 |
|---|---|---|
| Total Assets | — | $426,707 |
| Revenue | $-31,344 | $46,295 |
| Expenses | $395,363 | $23,644 |
| Qualifying Distributions | $394,678 | — |
| Net Investment Income | — | $45,676 |
| Distributable Amount | $16,212 | $20,489 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2021
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2021 grants, the largest include Orange County Community Foundation ($362,465), Orange County Community Foundation ($13,563), Orange County School of the Arts ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| LELT FOUNDATION INC NEW YORK, NY | General & Unrestricted | $3,000 |
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2021 IRS filing
From 2021 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Jin O'Grady | Co- Pres, Dir | 1 | — |
| Ryan O'Grady | Co-Pres, Dir, Sec | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Charitable Oak Foundation?
The Charitable Oak Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. It holds — in total assets as of 2021.
Where does The Charitable Oak Foundation operate?
The Charitable Oak Foundation has awarded grants in California, New York.
What size grants does The Charitable Oak Foundation award?
In 2021, The Charitable Oak Foundation awarded 4 grants totaling $389K — an average of about $97K per grant, based on its IRS Form 990 filings.
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 2020–2021.
Explore Open Grants
Browse active grant opportunities in The Charitable Oak 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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