The Oak Tree Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Oak Tree Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 81-4858429
Foundation Overview
Based in Gallatin, TN, The Oak Tree Charitable Trust has awarded 133 grants totaling $244,500 to organizations in Tennessee, California and 1 other state, plus international recipients. Individual grants range from $250 to $10,000, with a median award of $1,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
16 of 36 recipients (44%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
84% of all grants are concentrated in Tennessee, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Tennessee, funding concentrates in Nashville (45%), Gallatin (44%), Castalian Springs (12%).
Funding Trajectory
Strong 123% growth in annual giving over 6 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on general purposes (75%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Oak Tree Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Bledsoe Lick Historic Association | $500 | Castalian Springs, TN, US | Preservation | 2024 |
| Cragfont Historic Home | $500 | Castalian Springs, TN, US | Protect And Preserve | 2024 |
| Electronic Frontier Foundation | $1,000 | San Francisco, CA, US | Defends Digital Privacy | 2024 |
| Good Leaf Educaiotn Association Inc | $5,000 | St Thomas, VI, US | Educaiton | 2024 |
| Habitat For Humanity | $500 | Gallatin, TN, US | Proivde Afforable Housing | 2024 |
| Historic Rosemont | $1,000 | Gallatin, TN, US | Promote Sumner County Tourism | 2024 |
| Homesafe - Sumner County | $500 | Gallatin, TN, US | Serving Victims Of Domestic Violence | 2024 |
| Larkspur Conservation At Taylor Hol | $2,000 | Nashville, TN, US | Preserve History | 2024 |
| Nashville Childrens Theatre | $500 | Nashville, TN, US | Creating Artistic Experiences For Ev | 2024 |
| Room In The Inn | $1,500 | Nashville, TN, US | Provide Support For The Homeless | 2024 |
| Salvus Center | $500 | Gallatin, TN, US | Provide Assistance To Sumner County | 2024 |
| Shalom Zone | $4,500 | Gallatin, TN, US | Invitie Encourage Love Foward | 2024 |
| Sumner County Museum | $1,000 | Gallatin, TN, US | Preserve The History Of Sumner Cnty | 2024 |
| Tenngreen Land Conservancy | $1,000 | Nashville, TN, US | Conserve Land In Tn | 2024 |
| The Land Trust For Tennessee | $2,000 | Nashville, TN, US | Conserve Land In Tn | 2024 |
| The Southern Environmental Law Cent | $6,000 | Nashville, TN, US | To Influence Laws For Clean Air Wate | 2024 |
| The Trust For Virgin Islands Lands | $10,000 | Christiansted V, VI, US | Conserve Vi Natal Landscapes | 2024 |
| Thistle Farms | $1,000 | Nashville, TN, US | Helping Women Survivors Recover | 2024 |
| Bledsoe Lick Historic Association | $500 | Castalian Springs, TN, US | Preservation | 2024 |
| Cragfont Historic Home | $500 | Castalian Springs, TN, US | Protect And Preserve | 2024 |
| Electronic Frontier Foundation | $1,000 | San Francisco, CA, US | Defends Digital Privacy | 2024 |
| Good Leaf Educaiotn Association Inc | $5,000 | St Thomas, VI, US | Educaiton | 2024 |
| Habitat For Humanity | $500 | Gallatin, TN, US | Proivde Afforable Housing | 2024 |
| Historic Rosemont | $1,000 | Gallatin, TN, US | Promote Sumner County Tourism | 2024 |
| Homesafe - Sumner County | $500 | Gallatin, TN, US | Serving Victims Of Domestic Violence | 2024 |
| Larkspur Conservation At Taylor Hol | $2,000 | Nashville, TN, US | Preserve History | 2024 |
| Nashville Childrens Theatre | $500 | Nashville, TN, US | Creating Artistic Experiences For Ev | 2024 |
| Room In The Inn | $1,500 | Nashville, TN, US | Provide Support For The Homeless | 2024 |
| Salvus Center | $500 | Gallatin, TN, US | Provide Assistance To Sumner County | 2024 |
| Shalom Zone | $4,500 | Gallatin, TN, US | Invitie Encourage Love Foward | 2024 |
| Sumner County Museum | $1,000 | Gallatin, TN, US | Preserve The History Of Sumner Cnty | 2024 |
| Tenngreen Land Conservancy | $1,000 | Nashville, TN, US | Conserve Land In Tn | 2024 |
| The Land Trust For Tennessee | $2,000 | Nashville, TN, US | Conserve Land In Tn | 2024 |
| The Southern Environmental Law Cent | $6,000 | Nashville, TN, US | To Influence Laws For Clean Air Wate | 2024 |
| The Trust For Virgin Islands Lands | $10,000 | Christiansted V, VI, US | Conserve Vi Natal Landscapes | 2024 |
| Thistle Farms | $1,000 | Nashville, TN, US | Helping Women Survivors Recover | 2024 |
| Bledsoe's Lick Historical Associati | $500 | Castalian Springs, TN, US | Preservation Of Bledsoe's Fork State | 2023 |
| Cragfont Historic Home | $500 | Castalian Springs, TN, US | Protect And Preserve Historic Tn | 2023 |
| Electronic Frontier Foundation | $1,000 | San Francisco, CA, US | Defends Digital Privacy And Free Spe | 2023 |
| Habitat For Humanity | $500 | Gallatin, TN, US | Provide Affordable Housing | 2023 |
| Historic Rosemont | $1,000 | Gallatin, TN, US | Promote Sumner County Tn Tourism | 2023 |
| Homesafe - Sumner County | $500 | Gallatin, TN, US | Serving Victims Of Domestic Violence | 2023 |
| Nashville Children's Theatre | $500 | Nashville, TN, US | Creating Artistic Experiences For Ev | 2023 |
| Nashville Rescue Mission | $500 | Nashville, TN, US | Providing Services To Homeless | 2023 |
| Room At The Inn | $1,500 | Nashville, TN, US | Provide Support For The Homeless | 2023 |
| Sumner County Museum | $750 | Gallatin, TN, US | Preserve The History Of Sumner Co. T | 2023 |
| Tenngreen Land Conservancy | $750 | Nashville, TN, US | Conserve Land In Tn | 2023 |
| The Community Foundation Of Middle | $10,000 | Nashville, TN, US | Connecting Others To Charitable Orga | 2023 |
| The Gallatin Shalom Zone | $2,500 | Gallatin, TN, US | Empower & Enrich Diverse Communities | 2023 |
| The Salvus Center | $1,000 | Gallatin, TN, US | To Care For The Sick And The Needy | 2023 |
| The Southern Environmental Law Cent | $5,000 | Nashville, TN, US | To Influence Laws For Clean Air, Wat | 2023 |
| The Trust For Vigrin Islands | $7,000 | Christiansted, VI, US | Conserve Vi Natural Landscapes | 2023 |
| Thistle Farms | $1,000 | Nashville, TN, US | Helping Women Survivors Recover And | 2023 |
| Preservation Foundation Of Sumner C | $500 | Gallatin, TN, US | Preserving Sumner County's Landmarks | 2023 |
| Bledsoe's Lick Historical Associati | $500 | Castalian Springs, TN, US | Preservation Of Bledsoe's Fork State | 2023 |
| Cragfont Historic Home | $500 | Castalian Springs, TN, US | Protect And Preserve Historic Tn | 2023 |
| Electronic Frontier Foundation | $1,000 | San Francisco, CA, US | Defends Digital Privacy And Free Spe | 2023 |
| Habitat For Humanity | $500 | Gallatin, TN, US | Provide Affordable Housing | 2023 |
| Historic Rosemont | $1,000 | Gallatin, TN, US | Promote Sumner County Tn Tourism | 2023 |
| Homesafe - Sumner County | $500 | Gallatin, TN, US | Serving Victims Of Domestic Violence | 2023 |
| Nashville Children's Theatre | $500 | Nashville, TN, US | Creating Artistic Experiences For Ev | 2023 |
| Nashville Rescue Mission | $500 | Nashville, TN, US | Providing Services To Homeless | 2023 |
| Room At The Inn | $1,500 | Nashville, TN, US | Provide Support For The Homeless | 2023 |
| Sumner County Museum | $750 | Gallatin, TN, US | Preserve The History Of Sumner Co. T | 2023 |
| Tenngreen Land Conservancy | $750 | Nashville, TN, US | Conserve Land In Tn | 2023 |
| The Community Foundation Of Middle | $10,000 | Nashville, TN, US | Connecting Others To Charitable Orga | 2023 |
| The Gallatin Shalom Zone | $2,500 | Gallatin, TN, US | Empower & Enrich Diverse Communities | 2023 |
| The Salvus Center | $1,000 | Gallatin, TN, US | To Care For The Sick And The Needy | 2023 |
| The Southern Environmental Law Cent | $5,000 | Nashville, TN, US | To Influence Laws For Clean Air, Wat | 2023 |
| The Trust For Vigrin Islands | $7,000 | Christiansted, VI, US | Conserve Vi Natural Landscapes | 2023 |
| Thistle Farms | $1,000 | Nashville, TN, US | Helping Women Survivors Recover And | 2023 |
| Preservation Foundation Of Sumner C | $500 | Gallatin, TN, US | Preserving Sumner County's Landmarks | 2023 |
| Tn Conservation Voters | $2,500 | Nashville, TN, US | Raising Voter Awareness Of Env | 2022 |
| The Southern Environmental Law Cent | $5,000 | Nashville, TN, US | To Inf Laws For Clean Air, Water Etc | 2022 |
| The Gallatin Shalom Zone | $2,000 | Gallatin, TN, US | Empower & Enrish Diverse Community | 2022 |
| Room At The Inn | $1,000 | Nashville, TN, US | Provide Support For The Homeless | 2022 |
| The Salvus Center | $1,000 | Gallatin, TN, US | To Care For The Sick And Needy | 2022 |
| The Trust For Virgin Islands | $4,000 | Christiansted, VI, US | Conserve Vi Natural Landscapes | 2022 |
| Historic Rose Mont | $250 | Gallatin, TN, US | Promote Sumner County Tn Tourism | 2022 |
| Cragfont Historic Home | $500 | Castalian Springs, TN, US | Protect And Preserve Historic Tn | 2022 |
| Electronic Frontier Foundation | $500 | San Francisco, CA, US | Defends Digital Privacy & Free Speec | 2022 |
| Sumner County Museum | $500 | Gallatin, TN, US | Preserve The History Of Sumner Co Tn | 2022 |
| Habitat For Humanity | $1,000 | Gallatin, TN, US | Provide Afforadable Housing | 2022 |
| Friends Of Bridal House | $500 | Gallatin, TN, US | Preserve History Of The Bridal House | 2022 |
| The Land Trust For Tennessee | $1,000 | Nashville, TN, US | Conserve Land In Tn | 2022 |
| Tn Conservation Voters | $2,500 | Nashville, TN, US | Raising Voter Awareness Of Env | 2022 |
| The Southern Environmental Law Cent | $5,000 | Nashville, TN, US | To Inf Laws For Clean Air, Water Etc | 2022 |
| The Gallatin Shalom Zone | $2,000 | Gallatin, TN, US | Empower & Enrish Diverse Community | 2022 |
| Room At The Inn | $1,000 | Nashville, TN, US | Provide Support For The Homeless | 2022 |
| The Salvus Center | $1,000 | Gallatin, TN, US | To Care For The Sick And Needy | 2022 |
| The Trust For Virgin Islands | $4,000 | Christiansted, VI, US | Conserve Vi Natural Landscapes | 2022 |
| Historic Rose Mont | $250 | Gallatin, TN, US | Promote Sumner County Tn Tourism | 2022 |
| Cragfont Historic Home | $500 | Castalian Springs, TN, US | Protect And Preserve Historic Tn | 2022 |
| Electronic Frontier Foundation | $500 | San Francisco, CA, US | Defends Digital Privacy & Free Speec | 2022 |
| Sumner County Museum | $500 | Gallatin, TN, US | Preserve The History Of Sumner Co Tn | 2022 |
| Habitat For Humanity | $1,000 | Gallatin, TN, US | Provide Afforadable Housing | 2022 |
| Friends Of Bridal House | $500 | Gallatin, TN, US | Preserve History Of The Bridal House | 2022 |
| The Land Trust For Tennessee | $1,000 | Nashville, TN, US | Conserve Land In Tn | 2022 |
| Tn Conservation Voters | $3,500 | Nashville, TN, US | Raising Voter Awareness Of Env | 2021 |
| The Southern Environmental Law Cent | $5,000 | Nashville, TN, US | To Inf Laws For Clean Air, Water Etc | 2021 |
| The Gallatin Shalom Zone | $1,250 | Gallatin, TN, US | Empower & Enrish Diverse Community | 2021 |
| Room At The Inn | $1,000 | Nashville, TN, US | Provide Support For The Homeless | 2021 |
| The Salvus Center | $1,000 | Gallatin, TN, US | To Care For The Sick And Needy | 2021 |
| The Trust For Virgin Islands | $4,000 | Christiansted, VI, US | Conserve Vi Natural Landscapes | 2021 |
| My Brother's Workshop | $500 | St Thomas, VI, US | Help For At Risk Youth In Vi | 2021 |
| Historic Rose Mont | $250 | Gallatin, TN, US | Promote Sumner County Tn Tourism | 2021 |
| Cragfont Historic Home | $500 | Castalian Springs, TN, US | Protect And Preserve Historic Tn | 2021 |
| Electronic Frontier Foundation | $500 | San Francisco, CA, US | Defends Digital Privacy & Free Speec | 2021 |
| Tn Conservation Voters | $3,500 | Nashville, TN, US | Raising Voter Awareness Of Env | 2020 |
| The Land Trust For Tn | $1,000 | Nashville, TN, US | Conserve Tn Natural Landscapes | 2020 |
| The Southern Environmental Law Cent | $5,000 | Nashville, TN, US | To Inf Laws For Clean Air, Water Etc | 2020 |
| The Gallatin Shalom Zone | $2,500 | Gallatin, TN, US | Empower & Enrish Diverse Community | 2020 |
| Room At The Inn | $1,000 | Nashville, TN, US | Provide Support For The Homeless | 2020 |
| Sumner County Museum | $500 | Gallatin, TN, US | To Promote The History Of Sumner Cty | 2020 |
| Nashville Children's Theater | $500 | Nashville, TN, US | To Offer Theatrical Exp To Children | 2020 |
| The Salvus Center | $1,000 | Gallatin, TN, US | To Care For The Sick And Needy | 2020 |
| Home Safe | $500 | Gallatin, TN, US | To Serve Victims Of Domestic Violenc | 2020 |
| The Trust For Virgin Islands | $3,000 | Christiansted, VI, US | Conserve Vi Natural Landscapes | 2020 |
| My Brother's Workshop | $500 | St Thomas, VI, US | Help For At Risk Youth In Vi | 2020 |
| Bledsoe's Lick Historical Assoc | $500 | Castalian Springs, TN, US | To Preserve Historical Sites | 2020 |
| Historic Rose Mont | $500 | Gallatin, TN, US | Promote Sumner County Tn Tourism | 2020 |
| Cragfont Historic Home | $500 | Castalian Springs, TN, US | Protect And Preserve Historic Tn | 2020 |
| Southern Poverty Law | $500 | Montgomery, AL, US | Catalyst For Racial Justice | 2020 |
| Tpac | $500 | Nashville, TN, US | Music, Dance & Drama Education | 2020 |
| Electronic Frontier Foundation | $500 | San Francisco, CA, US | Defends Digital Privacy & Free Speec | 2020 |
| Tn Conservation Voters | $5,000 | Nashville, TN, US | Raising Voter Awareness Of Env | 2018 |
| The Land Trust For Tn | $2,500 | Nashville, TN, US | Conserve Tn Natural Landscapes | 2018 |
| The Southern Environmental Law Cent | $5,000 | Nashville, TN, US | To Inf Laws For Clean Air, Water Etc | 2018 |
| The Gallatin Shalom Zone | $2,500 | Gallatin, TN, US | Empower & Enrish Diverse Community | 2018 |
| Room At The Inn | $500 | Nashville, TN, US | Provide Support For The Homeless | 2018 |
| Sumner County Museum | $500 | Gallatin, TN, US | To Promote The History Of Sumner Cty | 2018 |
| Nashville Children's Theater | $500 | Nashville, TN, US | To Offer Theatrical Exp To Children | 2018 |
| The Salvus Center | $1,000 | Gallatin, TN, US | To Care For The Sick And Needy | 2018 |
Foundations Similar to The Oak Tree Charitable Trust
Discover 5 foundations with comparable assets ($630,656-$648,836), similar grant patterns, and geographic focus in TN that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Sumpter Yeaman Charitable Foundation
EIN: 26-3207436 | 23 grants awarded |
$631,158
(≈ Similar) |
$2,000
median grant |
Nashville, TN
Same state |
|
|
Stegall Charitable Educational
EIN: 48-1281001 | 342 grants awarded |
$630,656
(≈ Similar) |
$1,000
median grant |
Murfreesboro, TN
Same state |
|
|
Edward R And Ruby J Lea Charitable Tr B
EIN: 20-6862914 | 25 grants awarded |
$640,320
(≈ Similar) |
$2,000
median grant |
Carthage, TN
Same state |
|
|
Myron Lewis Foundation
EIN: 62-1533710 | 66 grants awarded |
$640,590
(≈ Similar) |
$1,900
median grant |
Germantown, TN
Same state |
|
|
Spiro B & Patricia Culver
EIN: 35-2037852 | 189 grants awarded |
$648,836
(≈ Similar) |
$1,000
median grant |
Columbia, TN
Same state |
|
Related Foundation Resources in TN:
Contact Information
Official contact details for The Oak Tree Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 81-4858429 |
| Website | N/A |
| Address | 335 NASHVILLE PIKE M Gallatin, TN 37066-0000 |
Key People (3)
Board members, trustees, and key staff who oversee The Oak Tree Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Chair | Michelle E Haynes |
|---|---|
| Trustee | Sarah E Haynes-brin |
| Trustee | Kenneth C Haynes |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Oak Tree Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.