Skip to content

· Private foundation

Oakie Charitable Foundation Trust Charitable Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$175k
Granted FY2024still arriving
11
Grants FY2024still arriving
3
States reached
$65k
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 2024.

Arts & Culture$841kEducation$223kRecreation & Sports$56kEnvironment$5kHuman Services$3k
02FY2024 · 11 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k5 grants · $20k
  • $10k–50k5 grants · $90k
  • $50k–250k1 grant · $65k
$10,000
Median grant
3
States reached
$2.7M
Total assets
Largest grants
RecipientAmount
USC SCHOOL OF CINEMATIC ARTS$65,000
RUBICON THEATRE COMPANY$31,000
SYRACUSE UNIVERSITY$27,500
ACADEMY OF MAGICAL ARTS$11,350
GLOBAL VARIETY ARTS EDUCATION FOUNDATION$10,000
VALLEY RELICS MUSEUM$10,000
CINECON CLASSIC FILM FESTIVAL INC$8,000
HOLLYWOOD HERITAGE MUSEUM$6,000
THE HOUSE OF MAGIC FOUNDATION FOR THE ARTS$5,000
ZOPPE FAMILY INC$1,000
NATE'S PLACE$300
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:

Dollar for dollar, its grants (FY17–24) land where the poverty rate runs at 13%, against an area that typically sits at 10%. 89% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%HOUSE OF MAGIC FOUNDATION FOR THE ARTS: $6k → 10%ENSAMBLE THEATRE COMPANY: $11k → 14%SYRACUSE UNIVERSITY: $32k → 14%ENSAMBLE THEATRE COMPANY: $10k → 14%SYRACUSE UNIVERSITY: $30k → 14%SYRACUSE UNIVERSITY: $28k → 14%SYRACUSE UNIVERSITY: $26k → 14%HOLLYWOOD HERITAGE MUSEUM: $11k → 14%SYRACUSE UNIVERSITY: $22k → 14%GLOBAL VARIETY ARTS EDUCATION FOUNDATION: $10k → 10%HOLLYWOOD HERITAGE MUSEUM: $10k → 14%SYRACUSE UNIVERSITY: $20k → 14%RUBICON THEATRE COMPANY: $35k → 10%HOLLYWOOD HERITAGE MUSEUM: $10k → 14%SYRACUSE UNIVERSITY: $20k → 14%RUBICON THEATRE COMPANY: $31k → 10%HOLLYWOOD HERITAGE MUSEUM: $8k → 14%SYRACUSE UNIVERSITY: $20k → 14%RUBICON THEATRE COMPANY: $21k → 10%HOLLYWOOD HERITAGE MUSEUM: $7k → 14%HOLLYWOOD HERITAGE MUSEUM: $6k → 14%HOLLYWOOD HERITAGE MUSEUM: $6k → 14%HOLLYWOOD HERITAGE MUSEUM: $6k → 14%USC SCHOOL OF CINEMATIC ARTS: $65k → 14%USC SCHOOL OF CINEMATIC ARTS: $64k → 14%USC SCHOOL OF CINEMATIC ARTS: $61k → 14%USC SCHOOL OF CINEMATIC ARTS: $60k → 14%COLLEGE OF THE CANYONS: $15k → 14%USC SCHOOL OF CINEMATIC ARTS: $60k → 14%COLLEGE OF THE CANYONS: $15k → 14%USC SCHOOL OF CINEMATIC ARTS: $50k → 14%COLLEGE OF THE CANYONS: $13k → 14%USC SCHOOL OF CINEMATIC ARTS: $47k → 14%COLLEGE OF THE CANYONS: $13k → 14%USC SCHOOL OF CINEMATIC ARTS: $46k → 14%CANYON THEATRE GUILD: $12k → 14%VALLEY RELICS MUSEUM: $10k → 14%VALLEY RELICS MUSEUM: $8k → 14%VALLEY RELICS MUSEUM: $8k → 14%SANTA CLARITA INTERNATIONAL FILM FESTIVAL: $13k → 14%CINECON CLASSIC FILM FESTIVAL INC: $8k → 14%ACADEMY OF MAGICAL ARTS: $11k → 14%ACADEMY OF MAGICAL ARTS: $11k → 14%ACADEMY OF MAGICAL ARTS: $8k → 14%ACADEMY OF MAGICAL ARTS: $7k → 14%ACADEMY OF MAGICAL ARTS: $7k → 14%ACADEMY OF MAGICAL ARTS: $6k → 14%LOS ANGELES DRAMA CLUB: $8k → 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.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 100% of Oakie Charitable Foundation Trust Charitable Foundation’s grant dollars are earmarked for a different county than the recipient’s own address. By recipient address, 82% of the giving stays in CA; by stated purpose, 0%.

Oakie Charitable Foundation Trust Charitable Foundationlessmore of its giving
Placed by recipient address
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

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

94%of every dollar goes to organizations it has funded before.
$1.1M · 14 repeat orgs$70k to everyone else

Grantees it renews have grown median revenue +45% since the first grant, against +18% for those funded once.

14 repeat relationships: 8 still active in FY2024, 6 since wound down; 3 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

14
14

Total granted

$1.1M
$52k

Median revenue growth · since first grant

+45%
+18%

Still filing today

29%
36%

New vs renewed · share of each year

In FY2024, 90% of grant dollars renewed an existing relationship; $18k went to new ones.

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

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

’17’18’19’20’21’22’23’24
EducationArts & CultureYouth DevelopmentEnvironmentOther
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

  • SYRACUSE UNIVERSITY
    8× · 2017–2024 · $198k · revenue +45%
  • DV
    DAI VERNON FOUNDATION INC
    2× · 2021–2022 · $9k · revenue +18%
  • IA
    INNER-CITY ARTS
    3× · 2017–2019 · $8k · revenue +44%

Funded once

  • SC
    SANTA CLARITA INTERNATIONAL FILM FESTIVAL
    one grant, 2021 · $13k
  • CT
    CANYON THEATRE GUILDgraduated
    one grant, 2017 · $12k · revenue +230%
  • LA
    LOS ANGELES DRAMA CLUB INC
    one grant, 2018 · $8k · revenue -52%
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
Amda Inc (American Musical and Dramatic Academy)

Amda is committed to providing an unsurpassed performing arts education to a diverse community of creative artists. amda seeks to be both the school and the stage, where students are given the support and the freedom to find their voice…

—
2
Renaissance Arts Academy

Tk-12 charter public school focused on educational equity and success for all students with a priority on tradionally underserved populations.

Education
3
Cygnet Theatre Company

Believing in the power of theatre to startle the soul, ignite, debate and embrace the diversity of the community in which it serves, the theatre is fearlessly committed to the dissection, examination and celebration of the human story…

Arts & Culture
4
California Institute of Contemporary Art
—
5
City Hearts Kids Say Yes to the Arts La Fringe Theatre Inc

City hearts is dedicated to combating inequities in arts access. specifically, we provide high-impact, holistic visual and performing arts education to underserved elementary, middle, and high school students in los angeles. our classes…

Youth Development
6
California Institute of the Arts

Calarts is a multidisciplinary community of artists. our ongoing educational endeavor is grounded in openness, experimentation, critical engagement, and creative freedom. through artistic practice, we transform ourselves, each other, and…

Arts & Culture
7
Los Angeles International Dance Festival
—
8
The Colburn School

The colburn school's founding principle of "access to excellence" provides a performance-centered education with unparalleled faculty and facilities for all levels of development, instills the joy and discipline of the performing arts,…

Arts & Culture
9
Spanish Theatre Repertory Company Ltd

To present, in a rotating repertory, the finest latin american, spanish, and latino usa theatre and to serve as a catalyst for cultural exchange between spanish and english speaking americans.

Arts & Culture
10
San Carlos Childrens Theater

San carlos children's theater is a non-profit organization committed to educating youth on all aspects of theater production while nurturing creative expression, teamwork and appreciation for the arts

Arts & Culture
11
Wallis Annenberg Center for the Performing Arts

Deeply rooted in our local beverly hills community and influenced by cultural change, the wallis annenberg center for the performing arts, a public-private partnership with the city of beverly hills, strives to be a site for the…

Arts & Culture
12
Lachey Arts Inc

Lachey arts, inc. is focused on using the arts to build a diverse community of young artists, empowering the creative spirit and giving the confidence and tools to change the world.

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Granada Hills Charter; the most unlike its peers is Dai Vernon Foundation Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

10 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. 10 of the 31 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.

0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
9/10
Grantees still filing
8/10
Grew since first funded

Where the money sits, by cause and then by grantee

USC SCHOOL OF CINEMATIC ARTS: $453,000 · OtherUSC SCHOOL OF CINEMATIC ARTSRUBICON THEATRE COMPANY: $87,399 · OtherRUBICON THEATRE COMPANYHOLLYWOOD HERITAGE MUSEUM: $62,240 · OtherHOLLYWOOD HERITAGE MUSEUMCOLLEGE OF THE CANYONS: $56,000 · OtherCOLLEGE OF THE CANYONSACADEMY OF MAGICAL ARTS: $55,355 · OtherACADEMY OF MAGICAL ARTSVALLEY RELICS MUSEUM: $48,513 · OtherVALLEY RELICS MUSEUMRUBICON THEATRE: $38,500 · Other+15 more: $79,388 · Other+15 moreSYRACUSE UNIVERSITY: $197,500 · EducationSYRACUSE UNIVERSITYDAI VERNON FOUNDATION INC: $9,000 · Education+3 more: $8,500 · EducationCANYON THEATRE GUILD: $12,000 · Arts & CultureINNER-CITY ARTS: $7,788 · Arts & CultureLOS ANGELES DRAMA CLUB INC: $7,500 · Youth DevelopmentREDFORD CENTER INC: $5,000 · Environment
Other$880,395Education$215,000Arts & Culture$19,788Youth Development$7,500Environment$5,000

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetSYRACUSE UNIVERSITY: $197,500 over 8y, 0.0% of budgetDAI VERNON FOUNDATION INC: $9,000 over 2y, 17% of budgetINNER-CITY ARTS: $7,788 over 3y, 0.1% of budgetLOS ANGELES DRAMA CLUB INC: $7,500 over 1y, 7.6% of budgetREDFORD CENTER INC: $5,000 over 1y, 0.0% of budgetGRANADA HILLS CHARTER: $4,500 over 2y, 0.0% of budgetCHAPMAN UNIVERSITY: $2,500 over 1y, 0.0% of budgetMOTION PICTURE MOTHERS INC: $1,000 over 1y, 8.9% 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 SYRACUSE UNIVERSITY ↗
  • Who funds CANYON THEATRE GUILD ↗
  • Who funds DAI VERNON FOUNDATION INC ↗
  • Who funds INNER-CITY ARTS ↗
  • Who funds LOS ANGELES DRAMA CLUB INC ↗
  • Who funds REDFORD CENTER INC ↗
  • Who funds GRANADA HILLS CHARTER ↗
  • Who funds CHAPMAN UNIVERSITY ↗
  • Who funds STARS Academy ↗
  • Who funds MOTION PICTURE MOTHERS 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 set of overlaps that mostly run through this funder rather than between each other.

Amazonsmile FoundationWA1.6× affinity5 shared granteesties to 0 of 0Hover any node to trace its alignments.Compare side by side →

Open a dossier: Amazonsmile Foundation

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 Oakie Charitable Foundation Trust Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Oakie Charitable Foundation Trust Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%5%11%20%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–10%
    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 Oakie Charitable Foundation Trust Charitable Foundation?

    Find your warmest path to Oakie Charitable Foundation Trust 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 31 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Oakie Charitable’s filings →

    More from the funding graph