The Charitable Oak Foundation

Lake Success, NY 11042 EIN 208638509

https://N/A
$395K Total Assets (2018)
$0 Avg Yearly Giving
$0 Giving on File
0 Grants on File
N/A Avg Grant Size

About

The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending November 15, 2021, The Charitable Oak Foundation (the "Foundation") made distributions from assets from sources other than current income in complete liquidation. The Foundation received no funds and conducted no operations after the taxable year ending November 15, 2021. The Foundation filed the attached Certificate of Dissolution with the Secretary of State of Delaware on November 15, 2021. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. A final distribution of the Foundation's expected tax refund of $245 will be made as a grant to a 501(c)(3) public charity per IRS regulations.

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone 8008391754

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2018 N/A $395K $24K N/A
2020 N/A $427K $46K N/A
2021 N/A $0 $-31K N/A

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
Jin O'Grady Co- Pres, Dir
Ryan O'Grady Co-Pres, Dir, Sec

Grants Awarded (0 total)

RecipientLocationAmountPurposeYear