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.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
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 focus areas
Where recipients are
Based on the 30% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| WINNERS FOUNDATIONARCADIA, CA | SUBSTANCE ABUSE COUNSELING | $50,000 | 2024 | |
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 |
| $50,000 |
| 2020 |
| UC DAVIS FOUNDATIONDAVIS, CA | TO SUPPORT EQUINE VETERINARY RESEARCH | $50,000 | 2025 |
| CALIFORNIA THOROUGHBRED HORSEMEN'S FOUNDATIONARCADIA, CA | TO SUPPORT THE DEL MAR THOROUGHBRED CLUB SUMMER PROGRAM PROVIDING MEALS TO BACKSTRETCH HORSE CARE EMPLOYEES. | $45,000 | 2025 |
| CALIFORNIA THOROUGHBRED HORSEMEN'S FOUNDATIONARCADIA, CA | TO SUPPORT THE DEL MAR THOROUGHBRED CLUB SUMMER PROGRAM PROVIDING MEALS TO BACKSTRETCH HORSE CARE EMPLOYEES. | $42,500 | 2024 |
| CARMAARCADIA, CA | SUPPORT REHABILITATION, TRAINING AND RETIREMENT FOR CALIFORNIA-RACED THROUGHBRED HORSES. | $35,000 | 2024 |
| CARMAARCADIA, CA | SUPPORT REHABILITATION, TRAINING AND RETIREMENT FOR CALIFORNIA-RACED THROUGHBRED HORSES. | $35,000 | 2023 |
| EDWIN J GREGSON FOUNDATIONARCADIA, CA | TO SUPPORT SCHOLARSHIPS TO CHILDREN OF RACING EMPLOYEES | $35,000 | 2025 |
| RACING MEDICATION TESTING CONSORTIULEXINGTON, KS | SUPPORT HEALTH OF THOROUGHBRED HORSES | $32,500 | 2020 |
| GRAYSON JOCKEY CLUB RESEARCHARCADIA, CA | EQUINE RESEARCH | $32,135 | 2016 |
| 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 WORKERS IN THE CALIFORNIA HORSE RACING INDUSTRY | $30,000 | 2018 |
| RACING MEDICATION TESTING CONSORTIUMLEXINGTON, KS | SUPPORT ANTI-DOPING RESEARCH FOR HORSE RACING. | $27,500 | 2024 |
| RACING MEDICATION TESTING CONSORTIUMLEXINGTON, KS | SUPPORT ANTI-DOPING RESEARCH FOR HORSE RACING. | $27,500 | 2022 |
| ALAMEDA COUNTY FAIR ASSOCIATIONARCADIA, CA | LOCAL CHARITIES | $27,000 | 2016 |
| ALAMEDA COUNTY FAIR ASSOCIATIONPLEASANTON, CA | SUPPORT ALAMEDA COUNTY CHARITIES | $27,000 | 2017 |
| THE JOCKEY CLUB SAFETY NET FOUNDATIARCADIA, CA | JOCKEY HEALTH ASSISTANCE | $25,000 | 2016 |
| CALIF THOROUGHBRED HORSEMEN'S FOUNDATIONARCADIA, CA | TO SUPPORT THE DEL MAR THOROUGHBRED CLUB SUMMER PROGRAM PROVIDING MEALS TO BACKSTRETCH HORSE CARE EMPLOYEES. | $25,000 | 2023 |
| RACING MEDICATION TESTING CONSORTIUMLEXINGTON, KY | SUPPORT ANTI-DOPING RESEARCH FOR HORSE RACING. | $25,000 | 2025 |
| CANCER SUPPORT COMMUNITY PASADENAPASADENA, CA | PROVIDING SUPPORT TO FAMILIES AND COMMUNITIES IMPACTED BY CANCER | $20,000 | 2021 |
| CANCER SUPPORT COMMUNITY PASADENAPASADENA, CA | PROVIDING SUPPORT TO FAMILIES AND COMMUNITIES IMPACTED BY CANCER | $20,000 | 2022 |
| RACING MEDICATION TESTING CONSORTIULEXINGTON, KS | SUPPORT HEALTH OF THOROUGHBRED HORSES | $16,000 | 2019 |
| RACING MEDICATION TESTING CONSORTIUMLEXINGTON, KS | SUPPORT HEALTH OF THOROUGHBRED HORSES | $16,000 | 2018 |
| EDWIN J GREGSON FOUNDATIONARCADIA, CA | SUPPORT WORKERS IN THE CALIFORNIA HORSE RACING INDUSTRY | $15,750 | 2022 |
| RACING MEDICATION TESTING CONSORTIUMLEXINGTON, KS | SUPPORT ANTI-DOPING RESEARCH FOR HORSE RACING. | $15,000 | 2021 |
| EDWIN J GREGSON FOUNDATIONARCADIA, CA | SUPPORT WORKERS IN THE CALIFORNIA HORSE RACING INDUSTRY | $15,000 | 2021 |
| 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.
Form 990-PF · FY2024 · period ending May 31, 2024IRS bulk XML
Filing id 202500599349100410
Form 990-PF · FY2023 · period ending May 31, 2023IRS bulk XML
Filing id 202410609349100811
Form 990-PF · FY2022 · period ending May 31, 2022
Filing id 202341019349101284
Form 990-PF · FY2021 · period ending May 31, 2021
Filing id 202220969349101572
Form 990-PF · FY2020 · period ending May 31, 2020
Filing id 202121049349100407
Form 990-PF · FY2019 · period ending May 31, 2019
Filing id 202001189349100855
Form 990-PF · FY2018 · period ending May 31, 2018
Filing id 201921059349100017
Form 990-PF · FY2017 · period ending May 31, 2017
Filing id 201800839349100500
Form 990-PF · FY2016 · period ending May 31, 2016
Filing id 201720459349100112
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.