Private foundation
OAK TREE CHARITABLE FOUNDATION
ARCADIA, CAEIN
Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
Private foundation
ARCADIA, CAEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $503,694 | $599,838 | $539,440 | $7,563,132 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| WINNERS FOUNDATIONARCADIA, CA | SUBSTANCE ABUSE COUNSELLING | $150,000 | 2019 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rick M Arthur | PRESIDENT/VP/ASST. SECRETARY | 4.00 | $0 |
| Richard Mandella | VP & DIRECTOR | 0.25 | $0 |
| Thomas R Capehart | VP/SECRETARY | 0.25 | $0 |
| Bo Hirsch | DIRECTOR & VP |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $7,563,132 |
| FY2024 | 990-PF | $314,788 | $483,334 | $428,642 | $7,453,894 | $7,453,894 |
| FY2023 | 990-PF | $177,012 | $540,988 | $484,765 | $6,476,438 | $6,476,438 |
| FY2022 | 990-PF | $160,929 | $479,327 | $421,083 | $7,010,594 | $7,010,594 |
| FY2021 | 990-PF | $510,617 | $471,071 | $413,353 | $7,324,379 | $7,316,297 |
| FY2020 | 990-PF | $326,045 | $432,411 | $392,561 | $5,890,712 | $5,882,169 |
| FY2019 | 990-PF | $329,930 | $327,506 | $270,500 | $5,719,161 | $5,716,390 |
| FY2018 | 990-PF | $272,517 | $263,730 | $218,468 | $5,622,893 | $5,622,893 |
| FY2017 | 990-PF | $136,315 | $201,137 | $162,500 | $5,351,078 | $5,329,078 |
| FY2016 | 990-PF | $273,250 | $140,782 | $109,045 | $4,985,354 | $4,955,854 |
| SUPPORT WORKERS IN THE CALIFORNIA HORSE RACING INDUSTRY |
| $105,000 |
| 2023 |
| CANCER SUPPORT COMMUNITY PASADENAPASADENA, CA | PROVIDING SUPPORT TO FAMILIES AND COMMUNITIES IMPACTED BY CANCER | $100,000 | 2023 |
| WINNERS FOUNDATIONARCADIA, CA | SUBSTANCE ABUSE COUNSELING | $100,000 | 2025 |
| WINNERS FOUNDATIONARCADIA, CA | SUBSTANCE ABUSE COUNSELLING | $100,000 | 2020 |
| WINNERS FOUNDATIONARCADIA, CA | SUBSTANCE ABUSE COUNSELLING | $100,000 | 2018 |
| WINNERS FOUNDATIONARCADIA, CA | SUBSTANCE ABUSE COUNSELING | $100,000 | 2021 |
| GRAYSON-JOCKEY CLUB RESEARCH FOUNDATIONMatched to this organization because 6 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.LEXINGTON, KY | SUPPORT RESEARCH TO PROMOTE EQUINE HEALTH AND WELFARE. | $85,000 | 2022 |
| SOUTHERN CALIFORNIA EQUINE FOUNDATIARCADIA, CA | PROMOTE MEDICAL CARE FOR HORSES | $65,000 | 2020 |
| CARMAARCADIA, CA | SUPPORT REHABILITATION, TRAINING AND RETIREMENT FOR CALIFORNIA-RACED THROUGHBRED HORSES. | $60,000 | 2025 |
| GRAYSON-JOCKEY CLUB RESEARCH FOUNDALEXINGTON, KY | SUPPORT WORKERS IN THE CALIFORNIA HORSE RACING INDUSTRY | $60,000 | 2019 |
| THE FOUNDATION FOR THE HORSEMatched to this organization because 7 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.LEXINGTON, KY | IMPROVING HORSE HEALTH AND WELL BEING | $52,500 | 2025 |
| UC DAVIS FOUNDATION CO SCHOOL OF VETERINARY MEDICINEDAVIS, CA | TO SUPPORT THE FOUNDATION | $50,000 | 2024 |
| WINNERS FOUNDATIONARCADIA, CA | SUBSTANCE ABUSE COUNSELING | $50,000 | 2023 |
| UC DAVIS FOUNDATIONDAVIS, CA | SUPPORT RESEARCH TO PROMOTE RACEHORSE HEALTH AND SAFETY. | $50,000 | 2021 |
| CANCER SUPPORT COMMUNITY PASADENAPASADENA, CA | PROVIDING SUPPORT TO FAMILIES AND COMMUNITIES IMPACTED BY CANCER | $50,000 | 2024 |
| GRAYSON-JOCKEY CLUB RESEARCH FOUNDATIONMatched to this organization because 6 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.LEXINGTON, KY | SUPPORT RESEARCH TO PROMOTE EQUINE HEALTH AND WELFARE. | $50,000 | 2023 |
| SOUTHERN CALIFORNIA EQUINE FOUNDATIONARCADIA, CA | PROMOTE MEDICAL CARE FOR HORSES | $50,000 | 2022 |
| GRAYSON-JOCKEY CLUB RESEARCH FOUNDATIONMatched to this organization because 6 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.LEXINGTON, KY | SUPPORT RESEARCH TO PROMOTE EQUINE HEALTH AND WELFARE. | $50,000 | 2021 |
| UC DAVIS FOUNDATIONDAVIS, CA | SUPPORT RESEARCH TO PROMOTE RACEHORSE HEALTH AND SAFETY. | $50,000 | 2022 |
| GRAYSON-JOCKEY CLUB RESEARCH FOUNDATIONMatched to this organization because 6 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.LEXINGTON, KY | SUPPORT RESEARCH TO PROMOTE EQUINE HEALTH AND WELFARE. | $50,000 | 2024 |
| WINNERS FOUNDATIONARCADIA, CA | SUBSTANCE ABUSE PROGRAMS | $50,000 | 2017 |
| SOUTHERN CALIFORNIA EQUINE FOUNDATIONARCADIA, CA | PROMOTE MEDICAL CARE FOR HORSES | $50,000 | 2021 |
| WINNERS FOUNDATIONARCADIA, CA | SUBSTANCE ABUSE COUNSELING | $50,000 | 2022 |
| GRAYSON-JOCKEY CLUB RESEARCH FOUNDATIONNEW YORK, NY | SUPPORT RESEARCH TO PROMOTE EQUINE HEALTH AND WELFARE. | $50,000 | 2025 |
| 0.25 |
| $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.