Oak Tree Charitable Foundation
EIN 954506950Total Given 2016–2024
$2.4M
128 grants · $262K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $2K–$27K
grant size
29%
balanced · 22/76 multi-year
repeat
$7.5M
Assets (2024)
76
Distinct Recipients
About
TAX SOFTWARE TRANSMISSION PROBLEM RESULTED IN POSSIBLE FAILURE OF SUBMISSION OF ELECTRONIC EXTENSION OF FORM 8868. ALTHOUGH THE TRACKING SYSTEM INDICATED THAT THE TRANSMISSION OF FORM 8868 WAS SUCCESSFULLY COMPLETED, IT APPEARS THAT THE EXTENSION MAY NOT HAVE BEEN SUCCESSFULLY TRANSMITTED. THE ATTEMPT TO ELECTRONICALLY FILE THE FORM 8868 WAS DONE ON SEPTEMBER 16, 2020, WELL AHEAD OF THE ORIGINAL OCTOBER 15, 2020 FILING DATE. IF THERE WAS AN ISSUE RECEIVING THE FORM 8868 AND THIS RETURN IS DEEMED TO BE LATE, WE ASK THAT ANY PENALTIES OR ASSOCIATED INTEREST BE ABATED.
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
JAN HUNT
Phone
(626) 784-4804
Deadlines
NONE
How to Apply
WRITTEN STATEMENT OF PURPOSE OF ORGANIZATION, HOW FUNDS WILL BE USED, COPY OF TAX EXEMPTION LETTER FROM INTERNAL REVENUE SERVICE.
Restrictions
GRANTEES ARE LIMITED TO IRC SEC. 501(C)(3) PUBLIC CHARITIES.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $109K | $5.0M | $273K | 8 |
| 2017 | $162K | $5.4M | $136K | 20 |
| 2018 | $205K | $5.6M | $273K | 23 |
| 2019 | $270K | $5.7M | $330K | 24 |
| 2020 | $286K | $5.9M | $326K | 11 |
| 2021 | $306K | $7.3M | $511K | 9 |
| 2022 | $328K | $7.0M | $161K | 13 |
| 2023 | $374K | $6.5M | $177K | 10 |
| 2024 | $315K | $7.5M | $315K | 10 |
Grant Size Distribution
Based on 128 grants on record
Minimum
$250
25th Pctl
$2K
Median
$5K
Average
$18K
75th Pctl
$27K
Maximum
$150K
Geographic Distribution
Officers & Directors
B2
Bo Hirsch Term Start 224
Director & Vice President
Leadership
RA
Rick M Arthur
President/Vice President/Assistant. Secretary
Leadership
TC
Thomas R Capehart
Vice President/Secretary
Leadership
RM
Richard Mandella
Vice President
Leadership
TC
Thomas R Capehart
Vice President/Secretary
Leadership
J2
John Barr-Term End Feb 2023
President
Leadership
RA
Rick M Arthur
President/Vice President/Assistant. Secretary
Leadership
RM
Richard Mandella
Vice President
Leadership
RA
Rick M Arthur
Vice President/Assistant. Secretary
Leadership
JB
John H Barr
President
Leadership
TC
Thomas R Capehart
Vice President/Secretary
Leadership
RM
Richard Mandella
Vice President
Leadership
RA
Rick M Arthur
Vice President/Assistant. Secretary
Leadership
JB
John H Barr
President
Leadership
TC
Thomas R Capehart
Vice President/Secretary
Leadership
RM
Richard Mandella
Vice President
Leadership
JB
John H Barr
President
Leadership
SC
Sherwood C Chillingworth
Exec Vice President
Leadership
TC
Thomas R Capehart
Vice President
Leadership
RM
Richard Mandella
Vice President
Leadership
RZ
Robert W Zamarripa
Vice President
Leadership
RA
Rick M Arthur
Vice President
Leadership
SC
Sherwood C Chillingworth
Exec Vice President
Leadership
JB
John H Barr
President
Leadership
RM
Richard Mandella
Vice President
Leadership
RZ
Robert W Zamarripa
Vice President
Leadership
RA
Rick M Arthur
Vice President
Leadership
TC
Thomas R Capehart
Vice President
Leadership
JB
John H Barr
President
Leadership
SC
Sherwood C Chillingworth
Exec Vice President
Leadership
RZ
Robert W Zamarripa
Vice President
Leadership
TC
Thomas R Capehart
Vice President
Leadership
RA
Rick M Arthur
Vice President
Leadership
RM
Richard Mandella
Vice President
Leadership
WW
Warren B Williamson
Vice President
Leadership
JB
John H Barr
President
Leadership
RZ
Robert W Zamarripa
V P
WW
Warren B Williamson
V P
RM
Richard Mandella
V P
RA
Rick M Arthur
V P
TC
Thomas R Capehart
V P
SC
Sherwood C Chillingworth
Exec V P
JB
John H Barr
President
Leadership
SC
Sherwood C Chillingworth
Exec V P
RZ
Robert W Zamarripa
V P
WW
Warren B Williamson
V P
RM
Richard Mandella
V P
RA
Rick M Arthur
V P
TC
Thomas R Capehart
V P
Grants Awarded (128 total)
| Purpose | ||||
|---|---|---|---|---|
| Winners Foundation | Arcadia, CA | $150,000 | SUBSTANCE ABUSE COUNSELLING | 2019 |
| Edwin J Gregson Foundation | Arcadia, CA | $105,000 | SUPPORT WORKERS IN THE CALIFORNIA HORSE RACING INDUSTRY | 2023 |
| Winners Foundation | Arcadia, CA | $100,000 | SUBSTANCE ABUSE COUNSELLING | 2020 |
| Winners Foundation | Arcadia, CA | $100,000 | SUBSTANCE ABUSE COUNSELING | 2021 |
| Cancer Support Community Pasadena | Pasadena, CA | $100,000 | PROVIDING SUPPORT TO FAMILIES AND COMMUNITIES IMPACTED BY CANCER | 2023 |
| Winners Foundation | Arcadia, CA | $100,000 | SUBSTANCE ABUSE COUNSELLING | 2018 |
| Grayson-Jockey Club Research Foundation | Lexington, KY | $85,000 | SUPPORT RESEARCH TO PROMOTE EQUINE HEALTH AND WELFARE. | 2022 |
| Southern California Equine Foundati | Arcadia, CA | $65,000 | PROMOTE MEDICAL CARE FOR HORSES | 2020 |
| Grayson-Jockey Club Research Founda | Lexington, KY | $60,000 | SUPPORT WORKERS IN THE CALIFORNIA HORSE RACING INDUSTRY | 2019 |
| Grayson-Jockey Club Research Founda | Lexington, KY | $50,000 | SUPPORT WORKERS IN THE CALIFORNIA HORSE RACING INDUSTRY | 2020 |
| Grayson-Jockey Club Research Foundation | Lexington, KY | $50,000 | SUPPORT RESEARCH TO PROMOTE EQUINE HEALTH AND WELFARE. | 2021 |
| Southern California Equine Foundation | Arcadia, CA | $50,000 | PROMOTE MEDICAL CARE FOR HORSES | 2021 |
| Uc Davis Foundation | Davis, CA | $50,000 | SUPPORT RESEARCH TO PROMOTE RACEHORSE HEALTH AND SAFETY. | 2021 |
| Grayson-Jockey Club Research Foundation | Lexington, KY | $50,000 | SUPPORT RESEARCH TO PROMOTE EQUINE HEALTH AND WELFARE. | 2023 |
| Winners Foundation | Arcadia, CA | $50,000 | SUBSTANCE ABUSE COUNSELING | 2023 |
| Cancer Support Community Pasadena | Pasadena, CA | $50,000 | PROVIDING SUPPORT TO FAMILIES AND COMMUNITIES IMPACTED BY CANCER | 2024 |
| Grayson-Jockey Club Research Foundation | Lexington, KY | $50,000 | SUPPORT RESEARCH TO PROMOTE EQUINE HEALTH AND WELFARE. | 2024 |
| Uc Davis Foundation Co School of Veterinary Medicine | Davis, CA | $50,000 | TO SUPPORT THE FOUNDATION | 2024 |
| Winners Foundation | Arcadia, CA | $50,000 | SUBSTANCE ABUSE COUNSELING | 2024 |
| Winners Foundation | Arcadia, CA | $50,000 | SUBSTANCE ABUSE PROGRAMS | 2017 |
| Southern California Equine Foundation | Arcadia, CA | $50,000 | PROMOTE MEDICAL CARE FOR HORSES | 2022 |
| Uc Davis Foundation | Davis, CA | $50,000 | SUPPORT RESEARCH TO PROMOTE RACEHORSE HEALTH AND SAFETY. | 2022 |
| Winners Foundation | Arcadia, CA | $50,000 | SUBSTANCE ABUSE COUNSELING | 2022 |
| California Thoroughbred Horsemen'S Foundation | Arcadia, CA | $42,500 | TO SUPPORT THE DEL MAR THOROUGHBRED CLUB SUMMER PROGRAM PROVIDING MEALS TO BACKSTRETCH HORSE CARE EMPLOYEES. | 2024 |
| Carma | Arcadia, CA | $35,000 | SUPPORT REHABILITATION, TRAINING AND RETIREMENT FOR CALIFORNIA-RACED THROUGHBRED HORSES. | 2023 |