The Oak Tree Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GALLATIN, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $597K in total assets. In 2024, it awarded 18 grants totaling $39K. Net investment income was $29K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$597K
-2.0% YoY
Annual Giving
$39K
+11.4% YoY
Grant Count
18
+0.0% YoY
Avg Grant Size
$2K
+11.4% YoY
Under IRS private-foundation payout rules, The Oak Tree Charitable Trust reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.
About The Oak Tree Charitable Trust
Based on IRS filings
The Oak Tree Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GALLATIN, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $597K in total assets. In 2024, it awarded 18 grants totaling $39K. Net investment income was $29K.
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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $597,057 | $609,372 | $415,966 |
| Revenue | $33,856 | $232,672 | $20,918 |
| Expenses | $45,111 | $40,267 | $25,136 |
| Qualifying Distributions | $40,395 | $35,790 | $20,730 |
| Net Investment Income | $29,137 | $28,195 | $16,512 |
| Distributable Amount | $30,964 | $24,857 | $16,836 |
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
76 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Trust for Virgin Islands Lands ($10,000), The Southern Environmental Law Cent ($6,000), Good Leaf Educaiotn Association Inc ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BLEDSOE LICK HISTORIC ASSOCIATION CASTALIAN SPRINGS, TN | PRESERVATION | $500 |
| CRAGFONT HISTORIC HOME CASTALIAN SPRINGS, TN | PROTECT AND PRESERVE | $500 |
| ELECTRONIC FRONTIER FOUNDATION SAN FRANCISCO, CA | DEFENDS DIGITAL PRIVACY | $1,000 |
| GOOD LEAF EDUCAIOTN ASSOCIATION INC ST THOMAS, VI | EDUCAITON | $5,000 |
| HABITAT FOR HUMANITY GALLATIN, TN | PROIVDE AFFORABLE HOUSING | $500 |
| HISTORIC ROSEMONT GALLATIN, TN | PROMOTE SUMNER COUNTY TOURISM | $1,000 |
| HOMESAFE - SUMNER COUNTY GALLATIN, TN | SERVING VICTIMS OF DOMESTIC VIOLENCE | $500 |
| LARKSPUR CONSERVATION AT TAYLOR HOL NASHVILLE, TN | PRESERVE HISTORY | $2,000 |
| NASHVILLE CHILDRENS THEATRE NASHVILLE, TN | CREATING ARTISTIC EXPERIENCES FOR EV | $500 |
| ROOM IN THE INN NASHVILLE, TN | PROVIDE SUPPORT FOR THE HOMELESS | $1,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHELLE E HAYNES | CHAIR | — | — |
| SARAH E HAYNES-BRIN | TRUSTEE | — | — |
| KENNETH C HAYNES | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Oak Tree Charitable Trust?
The Oak Tree Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GALLATIN, TN. It holds $597K in total assets as of 2024.
How large is The Oak Tree Charitable Trust?
As of 2024, The Oak Tree Charitable Trust holds $597K in total assets with $34K in annual revenue. It awarded 18 grants totaling $39K in 2024.
Where does The Oak Tree Charitable Trust operate?
The Oak Tree Charitable Trust has awarded grants in Alabama, California, Tennessee, Vi.
What size grants does The Oak Tree Charitable Trust award?
In 2024, The Oak Tree Charitable Trust awarded 18 grants totaling $39K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is The Oak Tree Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Oak Tree Charitable Trust reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Oak Tree Charitable Trust's EIN?
The Oak Tree Charitable Trust's EIN (Employer Identification Number) is 81-4858429. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Oak Tree Charitable Trust'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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