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· Private foundation

Oak Tree Charitable Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$429k
Granted FY2025still arriving
10
Grants FY2025still arriving
3
States reached
$100k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Health$1.2MAnimals$758kEducation$352kRecreation & Sports$139kMembership Benefit$123kArts & Culture$57kYouth Development$31kHousing & Shelter$14kOther$0
02FY2025 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k1 grant · $1k
  • $10k–50k4 grants · $115k
  • $50k–250k5 grants · $313k
$50,000
Median grant
3
States reached
$7.6M
Total assets
Largest grants
RecipientAmount
WINNERS FOUNDATION$100,000
CARMA$60,000
THE FOUNDATION FOR THE HORSE$52,500
UC DAVIS FOUNDATION$50,000
GRAYSON-JOCKEY CLUB RESEARCH FOUNDATION$50,000
CALIFORNIA THOROUGHBRED HORSEMEN'S FOUNDATION$45,000
EDWIN J GREGSON FOUNDATION$35,000
RACING MEDICATION TESTING CONSORTIUM$25,000
CANCER SUPPORT COMMUNITY PASADENA$10,000
EDWIN CHARLES FOUNDATION$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–25, $89k) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 95% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%BLUE STAR MOMS: $2k → 9%KIDS BIKE LANE: $2k → 10%THE FOUNDATION FOR THE HORSE: $53k → 15%AAEP FOUNDATION DBATHE FOUNDATION FOR THE HORSE: $3k → 15%AAEP FOUNDATION DBATHE FOUNDATION FOR THE HORSE: $3k → 15%THE FOUNDATION FOR THE HORSE: $1k → 15%AAEP FOUNDATION DBATHE FOUNDATION FOR THE HORSE: $1k → 15%KIDS BIKE LANE: $2k → 14%THE FOUNDATION FOR THE HORSE: $1k → 15%KIDS BIKE LANE: $2k → 14%MIDNIGHT MISSION: $10k → 14%ST MARGARET'S CENTER: $10k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

92%of every dollar goes to organizations it has funded before.
$2.4M · 21 repeat orgs$219k to everyone else

21 repeat relationships: 8 still active in FY2025, 13 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

21
38

Total granted

$2.4M
$193k

Median revenue growth · since first grant

+39%
+73%

Still filing today

67%
37%

New vs renewed · share of each year

In FY2025, 94% of grant dollars renewed an existing relationship; $26k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
Human ServicesAnimalsEducationRecreation & SportsHealthYouth DevelopmentOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • WF
    WINNERS FOUNDATION
    9× · 2017–2025 · $750k · revenue +63% · 32% of their budget
  • GC
    GRAYSON-JOCKEY CLUB RESEARCH FOUNDATION INC
    6× · 2018–2025 · $315k · revenue +81%
  • CS
    CANCER SUPPORT COMMUNITY GREATER SAN GABRIEL VALLEY
    5× · 2021–2025 · $200k · revenue +10%

Funded once

  • UD
    UC DAVIS FOUNDATION CO SCHOOL OF VETERINARY MEDICINE
    one grant, 2024 · $50k
  • AC
    ALAMEDA COUNTY FAIR ASSOCIATION
    one grant, 2017 · $27k
  • CC
    CATHOLIC CHARITIES OF LOS ANGELES INCgraduated
    one grant, 2017 · $10k · revenue +87%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Canter California

The communication alliance to network thoroughbred ex-racehorses (canter) provides retiring thoroughbred racehorses with opportunities for new careers.

Animals
2
California Thoroughbred Foundation

To help develop veterinarians and fund research in Thoroughbred equine care and breeding within California.

—
3
California Thoroughbred Breeders Association

To create an environment of education for the membership so as to bring about the betterment of the conditions for those involved in the agricultural production of california-bred thoroughbreds; to assist in all ways appropriate, including…

—
4
National Thoroughbred Racing Association Inc

The ntra is a broadly defined membership association that is charged with increasing the popularity, welfare and integrity of thoroughbred racing.

—
5
The Jockey Club

The organization is dedicated to the improvement of thoroughbred breeding and racing. It fulfills that mandate by serving many segments of the industry through its subsidiary companies and by providing support to a wide range of industry…

Recreation & Sports
6
Marin Horse Council

The marin horse council is dedicated to preserving the historic culture, supporting the presence and ensuring the future of equestrians, horses and horse facilities throughout marin county, california. the council strives to promote and…

—
7
California Thoroughbred Trainers

To foster and promote a healthy economic climate and a higher level of public acceptance of the thoroughbred horse racing industry. to work for the improvement of living and working conditions for the employees of members and to provide…

—
8
Breeders' Cup Limited

To conduct the breeders' cup world championships at the highest levels of quality, safety and integrity and to promote the growth of thoroughbred breeding, racing and sales through proactive leadership, innovation and service.

—
9
Ride On La Ride On Therapeutic Horsemanship

Ride On LA was organized to primarily promote the welfare of at-risk youth and people with any type of physical, mental or cognitive disability by means of equine assisted activities and therapies, and by providing instruction and…

Human Services
10
United States Hunter Jumper Association Inc

The mission of the ushja is to unify and represent the hunter and jumper disciplines of equestrian sport through education, recognition and sport programs.

Recreation & Sports
11
Southern California Equestrian Sports

To help amateur equestrian athletes afford to train and compete at the national and international level.

Recreation & Sports
12
California Agricultural Leadership Found

To enhance the long-term viability of california agriculture through leadership development, which in turn benefits the people and communities that agriculture serves. we grow leaders who make a difference.

Food & Nutrition
How this is measured
The grantee most central to the portfolio’s shape is The Jockey Club Safety Net Foundation; the most unlike its peers is Racing Officials Accreditationprogram Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

31 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 31 of the 62 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

2
Load-bearing (≥25% of a budget)
11
Early backer (in before they grew)
30/31
Grantees still filing
22/31
Grew since first funded

Where the money sits, by cause and then by grantee

CANCER SUPPORT COMMUNITY GREATER SAN GABRIEL VALLEY: $200,000 · OtherCANCER SUPPORT COMMUNITY GREATER S…CARMA: $154,000 · OtherCARMAGRAYSON-JOCKEY CLUB RESEARCH FOUNDA: $110,000 · OtherGRAYSON-JOCKEY CLUB RESEARCH FOUND…RACING MEDICATION TESTING CONSORTIUM: $88,500 · OtherRACING MEDICATION TESTING CONSORTI…RACING MEDICATION TESTING CONSORTIU: $58,500 · OtherRACING MEDICATION TESTING CONSORTI…UC DAVIS FOUNDATION CO SCHOOL OF VETERINARY MEDICINE: $50,000 · OtherUC DAVIS FOUNDATION CO SCHOOL OF V…+38 more: $152,000 · Other+38 moreWINNERS FOUNDATION: $750,000 · HealthWINNERS FOUNDATION+1 more: $4,000 · HealthGRAYSON-JOCKEY CLUB RESEARCH FOUNDATION INC: $315,000 · AnimalsGRAYSON-JOCKEY CLUB RE…SOUTHERN CALIFORNIA EQUINE FOUNDATION INC: $165,000 · AnimalsSOUTHERN CALIFORNIA EQ…RACING MEDICATION AND TESTING CONSORTIUM: $25,000 · Animals+2 more: $17,500 · AnimalsEDWIN J GREGSON FOUNDATION: $200,950 · EducationEDWIN J GREGSON…THE UC DAVIS FOUNDATION: $150,000 · EducationTHE UC DAVIS FO…+2 more: $5,000 · EducationCALIFORNIA THOROUGHBRED HORSEMEN'S FOUNDATION INC: $122,500 · Membership BenefitTHE FOUNDATION FOR THE HORSE FKA THE AAEP FOUNDATION INC: $60,500 · Human ServicesCATHOLIC CHARITIES OF LOS ANGELES INC: $10,000 · Human ServicesTHE MIDNIGHT MISSION: $10,000 · Human ServicesKIDS BIKE LANE: $6,000 · Human Services+1 more: $2,000 · Human ServicesRACING OFFICIALS ACCREDITATIONPROGRAM INC: $10,000 · Community Improvement
Other$813,000Health$754,000Animals$522,500Education$355,950Membership Benefit$122,500Human Services$88,500Community Improvement$10,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$10k$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetWINNERS FOUNDATION: $750,000 over 9y, 32% of budgetGRAYSON-JOCKEY CLUB RESEARCH FOUNDATION INC: $315,000 over 6y, 2.7% of budgetEDWIN J GREGSON FOUNDATION: $200,950 over 8y, 25% of budgetCANCER SUPPORT COMMUNITY GREATER SAN GABRIEL VALLEY: $200,000 over 5y, 5.1% of budgetSOUTHERN CALIFORNIA EQUINE FOUNDATION INC: $165,000 over 3y, 2.9% of budgetTHE UC DAVIS FOUNDATION: $150,000 over 3y, 0.1% of budgetCALIFORNIA THOROUGHBRED HORSEMEN'S FOUNDATION INC: $122,500 over 4y, 1.9% of budgetTHE FOUNDATION FOR THE HORSE FKA THE AAEP FOUNDATION INC: $60,500 over 6y, 1.7% of budgetTHE JOCKEY CLUB SAFETY NET FOUNDATION: $21,000 over 4y, 0.8% of budgetRACING OFFICIALS ACCREDITATIONPROGRAM INC: $10,000 over 4y, 4.2% of budgetCATHOLIC CHARITIES OF LOS ANGELES INC: $10,000 over 1y, 0.0% of budgetSOCIAL JUSTICE LEARNING INSTITUTE: $10,000 over 1y, 0.5% of budgetTHOROUGHBRED CHARITIES OF AMERICA INC: $10,000 over 2y, 0.4% of budgetTHE MIDNIGHT MISSION: $10,000 over 1y, 0.1% of budgetUNITED PEGASUS FOUNDATION: $7,500 over 1y, 1.7% of budgetKIDS BIKE LANE: $6,000 over 3y, 2.5% of budgetSUNFLOWER HILL: $4,000 over 2y, 0.8% of budgetHARVEST PARK MUSIC BOOSTERS: $4,000 over 2y, 1.5% of budgetTHE ARC OF THE EAST BAY: $2,250 over 1y, 0.0% of budgetSOAR INC: $2,000 over 1y, 4.5% of budgetACTA NON VERBA YOUTH URBAN FARM PROJECT: $2,000 over 1y, 0.6% of budgetEast Oakland Youth Development Center: $2,000 over 1y, 0.1% of budgetTHE TAYLOR FAMILY FOUNDATION: $2,000 over 1y, 0.1% of budgetSPECIAL OLYMPICS NORTHERN CALIFORNIA INC: $2,000 over 1y, 0.0% of budgetBlue Star Moms Inc: $2,000 over 1y, 1.4% of budgetOakland Childrens Fairyland Inc: $2,000 over 1y, 0.1% of budgetAMADOR FRIENDS OF MUSIC: $2,000 over 1y, 0.3% of budgetUCLA FOUNDATION: $1,000 over 1y, 0.0% of budgetJohn Burton Advocates for Youth: $1,000 over 1y, 0.0% of budgetTHE PEACOCK FOUNDATION: $250 over 1y, 15% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds WINNERS FOUNDATION ↗
  • Who funds GRAYSON-JOCKEY CLUB RESEARCH FOUNDATION INC ↗
  • Who funds EDWIN J GREGSON FOUNDATION ↗
  • Who funds CANCER SUPPORT COMMUNITY GREATER SAN GABRIEL VALLEY ↗
  • Who funds SOUTHERN CALIFORNIA EQUINE FOUNDATION INC ↗
  • Who funds THE UC DAVIS FOUNDATION ↗
  • Who funds CALIFORNIA THOROUGHBRED HORSEMEN'S FOUNDATION INC ↗
  • Who funds THE FOUNDATION FOR THE HORSE FKA THE AAEP FOUNDATION INC ↗
  • Who funds RACING MEDICATION AND TESTING CONSORTIUM ↗
  • Who funds THE JOCKEY CLUB SAFETY NET FOUNDATION ↗
  • Who funds RACING OFFICIALS ACCREDITATIONPROGRAM INC ↗
  • Who funds CATHOLIC CHARITIES OF LOS ANGELES INC ↗
  • Who funds SOCIAL JUSTICE LEARNING INSTITUTE ↗
  • Who funds THOROUGHBRED CHARITIES OF AMERICA INC ↗
  • Who funds THE MIDNIGHT MISSION ↗
  • Who funds UNITED PEGASUS FOUNDATION ↗
  • Who funds KIDS BIKE LANE ↗
  • Who funds SUNFLOWER HILL ↗
  • Who funds HARVEST PARK MUSIC BOOSTERS ↗
  • Who funds THE ARC OF THE EAST BAY ↗
  • Who funds SOAR INC ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The California Wellness FoundationCA14.6× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The California Wellness Foundation · East Bay Community Foundation · Impactassetsinc · Silicon Valley Community Foundation · The James Irvine Foundation · The San Francisco Foundation · The Pfizer Foundation Inc · American Endowment Foundation · Morgan Stanley Global Impact Funding Trust Inc · Jpmorgan Chase Foundation · National Philanthropic Trust · Vanguard Charitable Endowment Program

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Oak Tree Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Oak Tree Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%2%8%17%30%funder's share of their income ↑0%8%15%22%30%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    8report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–30%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Oak Tree Charitable Foundation?

    Find your warmest path to Oak Tree Charitable Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 62 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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