Oak Tree Charitable Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Oak Tree Charitable Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 95-4506950
Foundation Overview
Based in Arcadia, CA, Oak Tree Charitable Foundation has awarded 133 grants totaling $3,197,745 to organizations in Kentucky, California and 2 other states across the US. Individual grants range from $250 to $105,000, with a median award of $10,000.
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
1 of 10 recipients (10%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
70% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Arcadia (60%), Pasadena (8%), Davis (5%).
Funding Trajectory
Strong 293% growth in annual giving over 9 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 community projects (39%). 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 Oak Tree Charitable Foundation'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 |
|---|---|---|---|---|
| California Thoroughbred Horsemen's Foundation | $45,000 | Arcadia, CA, US | To Support The Del Mar Thoroughbred Club Summer Program Providing Meals To Backstretch Horse Care Employees. | 2024 |
| Cancer Support Community Pasadena | $10,000 | Pasadena, CA, US | Providing Support To Families And Communities Impacted By Cancer | 2024 |
| Carma | $60,000 | Arcadia, CA, US | Support Rehabilitation, Training And Retirement For California-raced Throughbred Horses. | 2024 |
| Edwin Charles Foundation | $1,000 | Beverly Hills, CA, US | To Support The Foundation | 2024 |
| Edwin J Gregson Foundation | $35,000 | Arcadia, CA, US | To Support Scholarships To Children Of Racing Employees | 2024 |
| Grayson-jockey Club Research Foundation | $50,000 | New York, NY, US | Support Research To Promote Equine Health And Welfare. | 2024 |
| Racing Medication Testing Consortium | $25,000 | Lexington, KY, US | Support Anti-doping Research For Horse Racing. | 2024 |
| The Foundation For The Horse | $52,500 | Lexington, KY, US | Improving Horse Health And Well Being | 2024 |
| Uc Davis Foundation | $50,000 | Davis, CA, US | To Support Equine Veterinary Research | 2024 |
| Winners Foundation | $100,000 | Arcadia, CA, US | Substance Abuse Counseling | 2024 |
| California Thoroughbred Horsemen's Foundation | $42,500 | Arcadia, CA, US | To Support The Del Mar Thoroughbred Club Summer Program Providing Meals To Backstretch Horse Care Employees. | 2023 |
| Cancer Support Community Pasadena | $50,000 | Pasadena, CA, US | Providing Support To Families And Communities Impacted By Cancer | 2023 |
| Carma | $35,000 | Arcadia, CA, US | Support Rehabilitation, Training And Retirement For California-raced Throughbred Horses. | 2023 |
| Equine Disease Communication Center | $2,500 | Lexington, KY, US | To Support The Foundation | 2023 |
| Grayson-jockey Club Research Foundation | $50,000 | Lexington, KY, US | Support Research To Promote Equine Health And Welfare. | 2023 |
| Racing Medication Testing Consortium | $27,500 | Lexington, KS, US | Support Anti-doping Research For Horse Racing. | 2023 |
| Racing Officials Accreditation Program | $2,500 | Lexington, KY, US | Improving Horse Health And Well Being | 2023 |
| The Jockey Club Safety Net Foundation | $5,000 | New York, NY, US | To Support The Foundation | 2023 |
| Uc Davis Foundation Co School Of Veterinary Medicine | $50,000 | Davis, CA, US | To Support The Foundation | 2023 |
| Winners Foundation | $50,000 | Arcadia, CA, US | Substance Abuse Counseling | 2023 |
| Aaep Foundation Dbathe Foundation For The Horse | $2,500 | Lexington, KY, US | Improving Horse Health And Well Being | 2022 |
| Calif Thoroughbred Horsemen's Foundation | $25,000 | Arcadia, CA, US | To Support The Del Mar Thoroughbred Club Summer Program Providing Meals To Backstretch Horse Care Employees. | 2022 |
| Cancer Support Community Pasadena | $100,000 | Pasadena, CA, US | Providing Support To Families And Communities Impacted By Cancer | 2022 |
| Carma | $35,000 | Arcadia, CA, US | Support Rehabilitation, Training And Retirement For California-raced Throughbred Horses. | 2022 |
| Edwin J Gregson Foundation | $105,000 | Arcadia, CA, US | Support Workers In The California Horse Racing Industry | 2022 |
| Grayson-jockey Club Research Foundation | $50,000 | Lexington, KY, US | Support Research To Promote Equine Health And Welfare. | 2022 |
| Horse Racing Women's Summit | $2,000 | Beverly Hills, CA, US | To Support The 2022 Horse Racing Women's Summit Luncheon. | 2022 |
| Racing Medication Testing Consortium | $2,500 | Lexington, KS, US | Support Anti-doping Research For Horse Racing. | 2022 |
| Racing Officials Accreditation Program | $2,500 | Lexington, KY, US | Improving Horse Health And Well Being | 2022 |
| Winners Foundation | $50,000 | Arcadia, CA, US | Substance Abuse Counseling | 2022 |
| Aaep Foundation Dbathe Foundation For The Horse | $2,500 | Lexington, KY, US | Improving Horse Health And Well Being | 2022 |
| Calif Thoroughbred Horsemen's Foundation | $25,000 | Arcadia, CA, US | To Support The Del Mar Thoroughbred Club Summer Program Providing Meals To Backstretch Horse Care Employees. | 2022 |
| Cancer Support Community Pasadena | $100,000 | Pasadena, CA, US | Providing Support To Families And Communities Impacted By Cancer | 2022 |
| Carma | $35,000 | Arcadia, CA, US | Support Rehabilitation, Training And Retirement For California-raced Throughbred Horses. | 2022 |
| Edwin J Gregson Foundation | $105,000 | Arcadia, CA, US | Support Workers In The California Horse Racing Industry | 2022 |
| Grayson-jockey Club Research Foundation | $50,000 | Lexington, KY, US | Support Research To Promote Equine Health And Welfare. | 2022 |
| Horse Racing Women's Summit | $2,000 | Beverly Hills, CA, US | To Support The 2022 Horse Racing Women's Summit Luncheon. | 2022 |
| Racing Medication Testing Consortium | $2,500 | Lexington, KS, US | Support Anti-doping Research For Horse Racing. | 2022 |
| Racing Officials Accreditation Program | $2,500 | Lexington, KY, US | Improving Horse Health And Well Being | 2022 |
| Winners Foundation | $50,000 | Arcadia, CA, US | Substance Abuse Counseling | 2022 |
| Aaep Foundation Dbathe Foundation For The Horse | $2,500 | Lexington, KY, US | Improving Horse Health And Well Being | 2021 |
| Cancer Support Community Pasadena | $20,000 | Pasadena, CA, US | Providing Support To Families And Communities Impacted By Cancer | 2021 |
| Carma | $10,000 | Arcadia, CA, US | Support Rehabilitation, Training And Retirement For California-raced Throughbred Horses. | 2021 |
| Edwin J Gregson Foundation | $15,750 | Arcadia, CA, US | Support Workers In The California Horse Racing Industry | 2021 |
| Grayson-jockey Club Research Foundation | $85,000 | Lexington, KY, US | Support Research To Promote Equine Health And Welfare. | 2021 |
| Racing Medication Testing Consortium | $27,500 | Lexington, KS, US | Support Anti-doping Research For Horse Racing. | 2021 |
| Racing Officials Accreditation Program | $2,500 | Lexington, KY, US | Improving Horse Health And Well Being | 2021 |
| Southern California Equine Foundation | $50,000 | Arcadia, CA, US | Promote Medical Care For Horses | 2021 |
| Thoroughbred Charities Of America | $5,000 | Lexington, KY, US | Thoroughbred Horses Rehabilitation, Retraining, And Rehoming | 2021 |
| Uc Davis Foundation | $50,000 | Davis, CA, US | Support Research To Promote Racehorse Health And Safety. | 2021 |
| Winners Foundation | $50,000 | Arcadia, CA, US | Substance Abuse Counseling | 2021 |
| Aaep Foundation Dbathe Foundation For The Horse | $2,500 | Lexington, KY, US | Improving Horse Health And Well Being | 2021 |
| Cancer Support Community Pasadena | $20,000 | Pasadena, CA, US | Providing Support To Families And Communities Impacted By Cancer | 2021 |
| Carma | $10,000 | Arcadia, CA, US | Support Rehabilitation, Training And Retirement For California-raced Throughbred Horses. | 2021 |
| Edwin J Gregson Foundation | $15,750 | Arcadia, CA, US | Support Workers In The California Horse Racing Industry | 2021 |
| Grayson-jockey Club Research Foundation | $85,000 | Lexington, KY, US | Support Research To Promote Equine Health And Welfare. | 2021 |
| Racing Medication Testing Consortium | $27,500 | Lexington, KS, US | Support Anti-doping Research For Horse Racing. | 2021 |
| Racing Officials Accreditation Program | $2,500 | Lexington, KY, US | Improving Horse Health And Well Being | 2021 |
| Southern California Equine Foundation | $50,000 | Arcadia, CA, US | Promote Medical Care For Horses | 2021 |
| Thoroughbred Charities Of America | $5,000 | Lexington, KY, US | Thoroughbred Horses Rehabilitation, Retraining, And Rehoming | 2021 |
| Uc Davis Foundation | $50,000 | Davis, CA, US | Support Research To Promote Racehorse Health And Safety. | 2021 |
| Winners Foundation | $50,000 | Arcadia, CA, US | Substance Abuse Counseling | 2021 |
| Aaep Foundation Dbathe Foundation For The Horse | $1,000 | Lexington, KY, US | Improving Horse Health And Well Being | 2020 |
| Cancer Support Community Pasadena | $20,000 | Pasadena, CA, US | Providing Support To Families And Communities Impacted By Cancer | 2020 |
| Carma | $5,000 | Arcadia, CA, US | Support Rehabilitation, Training And Retirement For California-raced Throughbred Horses. | 2020 |
| Edwin J Gregson Foundation | $15,000 | Arcadia, CA, US | Support Workers In The California Horse Racing Industry | 2020 |
| Grayson-jockey Club Research Foundation | $50,000 | Lexington, KY, US | Support Research To Promote Equine Health And Welfare. | 2020 |
| Racing Medication Testing Consortium | $15,000 | Lexington, KS, US | Support Anti-doping Research For Horse Racing. | 2020 |
| Southern California Equine Foundation | $50,000 | Arcadia, CA, US | Promote Medical Care For Horses | 2020 |
| Uc Davis Foundation | $50,000 | Davis, CA, US | Support Research To Promote Racehorse Health And Safety. | 2020 |
| Winners Foundation | $100,000 | Arcadia, CA, US | Substance Abuse Counseling | 2020 |
| Carma | $5,000 | Arcadia, CA, US | Support Rehabilitation, Training And Retirement For California-raced Throughbred Horses. | 2019 |
| Edwin J Gregson Foundation | $7,600 | Arcadia, CA, US | Support Workers In The California Horse Racing Industry | 2019 |
| Grayson-jockey Club Research Founda | $50,000 | Lexington, KY, US | Support Workers In The California Horse Racing Industry | 2019 |
| Racing Medication Testing Consortiu | $32,500 | Lexington, KS, US | Support Health Of Thoroughbred Horses | 2019 |
| Racing Officials Accreditation Prog | $2,500 | Lexington, KY, US | Support Education Programs For Horse Racing Officials | 2019 |
| Southern California Equine Foundati | $65,000 | Arcadia, CA, US | Promote Medical Care For Horses | 2019 |
| The Foundation For The Horse | $1,000 | Lexingon, KY, US | Improving Horse Health And Well Being | 2019 |
| The Jockey Club Safety Net Foundati | $10,000 | New York, NY, US | Assistance For Needy Families Of Horse Racing Employees | 2019 |
| Thoroughbred Charities Of America | $5,000 | Lexington, KY, US | Thoroughbred Horses Rehabilitation, Retraining, And Rehoming | 2019 |
| United Pegasus Foundation | $7,500 | San Jacinto, CA, US | Provide Care And Services To Retired Race Horses | 2019 |
| Winners Foundation | $100,000 | Arcadia, CA, US | Substance Abuse Counselling | 2019 |
| Acta Non Verba | $2,000 | Arcadia, CA, US | Youth Urban Farm Project, Oakland, Ca | 2017 |
| Amador Friends Of Music | $2,000 | Arcadia, CA, US | Support High School Band Program | 2017 |
| American High School Band | $2,000 | Arcadia, CA, US | Support High School Band Program | 2017 |
| Calif Thoroughbred Horsemen's Foundation | $10,000 | Arcadia, CA, US | Assistance For Victims Of The San Luis Rey Downs Fire | 2017 |
| Capes 4 Heros | $2,000 | Arcadia, CA, US | Provide "superhero" Capes To Special Needs Children | 2017 |
| Carma | $2,000 | Arcadia, CA, US | Support Retirement Fund For Horse Racing Employees | 2017 |
| Childrens Fairyland | $2,000 | Arcadia, CA, US | Recreation For Children Of Low Income Families | 2017 |
| Down Syndrome Connection Of Bay Area | $2,000 | Arcadia, CA, US | Support Down Syndrome Programs | 2017 |
| Edwin J Gregson Foundation | $7,600 | Arcadia, CA, US | Support Workers In The California Horse Racing Industry | 2017 |
| Foothill High School Band | $2,000 | Arcadia, CA, US | Support High School Band Program | 2017 |
| Grayson-jockey Club Research Foundation | $30,000 | Lexington, KY, US | Support Workers In The California Horse Racing Industry | 2017 |
| Harvest Park Music Boosters | $2,000 | Arcadia, CA, US | Support High School Program | 2017 |
| John Burton Advocates For Youth | $1,000 | San Francisco, CA, US | Support Youth Programs | 2017 |
| Kids Bike Lane | $2,000 | Arcadia, CA, US | Bicycles For Children Of Low Income Families | 2017 |
| Pvhmc Foundation Cancer Care Center | $5,000 | Pomona, CA, US | Support Cancer Research And Care | 2017 |
| Racing Medication Testing Consortium | $16,000 | Lexington, KS, US | Support Health Of Thoroughbred Horses | 2017 |
| Racing Officials Accreditation Program | $2,500 | Lexington, KY, US | Support Education Programs For Horse Racing Officials | 2017 |
| Special Olympics Of Northern California | $2,000 | Arcadia, CA, US | Special Olympics For Northern California | 2017 |
| Taylor Family Foundation | $2,000 | Arcadia, CA, US | Programs For Children With Special Needs | 2017 |
| The Jockey Club Safety Net Foundation | $3,000 | New York, NY, US | Assistance For Need Families Of Horse Racing Employees | 2017 |
| The Ucla Foundation | $1,000 | Los Angeles, CA, US | Support For The 'can' Program | 2017 |
| Uc Regents | $5,000 | Los Angeles, CA, US | Support University Of California Art Programs | 2017 |
| Winners Foundation | $100,000 | Arcadia, CA, US | Substance Abuse Counselling | 2017 |
| Alameda County Fair Association | $27,000 | Pleasanton, CA, US | Support Alameda County Charities | 2016 |
| Amador Valley High School Band | $2,000 | Pleasanton, CA, US | Support Local High School Band | 2016 |
| Foothill High School Band | $2,000 | Pleasanton, CA, US | Support Local High School Band | 2016 |
| Down Syndrome Connection Bay Area | $2,000 | Danville, CA, US | Support Down Syndrome Programs | 2016 |
| Soar | $2,000 | Pleasanton, CA, US | Substance Abuse Recovery | 2016 |
| Kids Bike Lane | $2,000 | Oakland, CA, US | Childrens Safety | 2016 |
| The Arc Of Alameda County | $2,250 | San Leandro, CA, US | Charitable Purposes | 2016 |
| American High School Band | $2,000 | Fremont, CA, US | Support High School Band | 2016 |
| Sunflower Hill | $2,000 | Pleasanton, CA, US | Special Needs Individuals Programs | 2016 |
| Capes 4 Kids | $2,000 | San Ramon, CA, US | Clothing For Needy Children | 2016 |
| Blue Star Moms | $2,000 | San Ramon, CA, US | Support Military Families | 2016 |
| Friends Of San Joaquin County Fair | $5,000 | Stockton, CA, US | Support Local Charities | 2016 |
| Winners Foundation | $50,000 | Arcadia, CA, US | Substance Abuse Programs | 2016 |
| Racing Medication Testing Consortiu | $10,000 | Lexington, KY, US | Equine Health | 2016 |
| Edwin J Gregson Foundation | $10,000 | Arcadia, CA, US | Scholarships | 2016 |
| Midnight Mission | $10,000 | Los Angeles, CA, US | Homeless Shelter Services | 2016 |
| St Margaret's Center | $10,000 | Los Angeles, CA, US | Homeless Support Services | 2016 |
| A-man Inc | $10,000 | Los Angeles, CA, US | Technology Education For Youth | 2016 |
| Social Justice Learning Institute | $10,000 | Inglewood, CA, US | Social Services | 2016 |
| The Peacock Foundation | $250 | North Hollywood, CA, US | Mental Health Services | 2016 |
| Aaep Foundation Inc | $5,000 | Arcadia, CA, US | Equine Health Care | 2015 |
| The Jockey Club Safety Net Foundati | $25,000 | Arcadia, CA, US | Jockey Health Assistance | 2015 |
| Friends Of The Ca State Fair | $2,000 | Arcadia, CA, US | Support California State Fair | 2015 |
| Edwin J Gregson Foundation | $9,500 | Arcadia, CA, US | Scholarships | 2015 |
| California Thoroughbred Horsemens | $8,083 | Arcadia, CA, US | Health Care For Racetrack Workers | 2015 |
| Alameda County Fair Association | $27,000 | Arcadia, CA, US | Local Charities | 2015 |
| Various | $327 | Arcadia, CA, US | Charitable Purposes | 2015 |
| Grayson Jockey Club Research | $32,135 | Arcadia, CA, US | Equine Research | 2015 |
Foundations Similar to Oak Tree Charitable Foundation
Discover 5 foundations with comparable assets ($7,525,788-$7,609,908), similar grant patterns, and geographic focus in CA 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 |
|---|---|---|---|---|
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Robert And Adele Stern Foundation
EIN: 36-6109775 | 50 grants awarded |
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(≈ Similar) |
$5,000
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Paul Hughes Family Foundation
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$5,000
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Philip D Sokol Foundation
EIN: 83-0580692 | 41 grants awarded |
$7,592,198
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$15,000
median grant |
San Diego, CA
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Chris Dialynas Family Foundation
EIN: 33-0693259 | 153 grants awarded |
$7,525,788
(≈ Similar) |
$10,000
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|
The Bockus Brown Family Foundation
EIN: 26-1539629 | 118 grants awarded |
$7,609,908
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$10,000
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Palo Alto, CA
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Related Foundation Resources in CA:
Contact Information
Official contact details for Oak Tree Charitable Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 95-4506950 |
| Website | N/A |
| Address | 201 COLORADO PL Arcadia, CA 91007-2604 |
Key People (4)
Board members, trustees, and key staff who oversee Oak Tree Charitable Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President/vp/asst. Secretary | Rick M Arthur |
|---|---|
| Vp & Director | Richard Mandella |
| Vp/secretary | Thomas R Capehart |
| Director & Vp | Bo Hirsch |
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 Oak Tree Charitable Foundation 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
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