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California · Private foundation

The Blue Oak Charitable Fund

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$808k
Granted FY2018
19
Grants FY2018
19
Organizations funded FY2018
11%
First-time grantees FY2018
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Read this first · the figures below need context

95% of The Blue Oak Charitable Fund’s FY2025 grant dollars went to Vanguard Charitable Endowment Program, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 2 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2018, the last year The Blue Oak Charitable Fund named its own grantees at scale: 12 organizations, $808k. It is dated, not current.

Organizations named directly on the return

23
’17
12
’18
3
’19
2
’20
0
’21
0
’22
1
’23
0
’24
2
’25

Amber years are those where most dollars went to a sponsor.

Median grant, FY2018
$10,000
Largest grant, FY2018
$251,000
Organizations funded a year
19 to 37
FY2017 to FY2018
States reached, FY2018
11
Total assets, FY2018
$8.8M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2018, 11% of the organizations The Blue Oak Charitable Fund funded were first-time grantees, receiving 2% of its grant dollars.

The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY201819$808k11%
FY201737$1.7Mn/a
95% classified

What it funded, over time

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

Philanthropy$3.8MEducation$832kScience & Tech$372kPublic Benefit$264kSocial Science$200kHealth$183kEnvironment$152kAnimals$108kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

VT
NY
MA
OR
NV
IN
CT
RI
CA
VA
MD
TN
SC
DC
GA
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 28 grantees

Plus 20 recipients with no EIN on record ($1.6M), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget The Blue Oak Charitable Fund supplied at peak.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetStudents for Liberty Inc: $203,000 over 2y, 3.8% of budgetThe Reason Foundation: $201,400 over 4y, 1.2% of budgetFoundation for Economic Education Inc: $200,000 over 2y, 3.7% of budgetNevada Society for the Prevention of Cruelty to Animals: $100,000 over 1y, 6.5% of budgetHuman Rights Foundation Inc: $75,000 over 1y, 1.5% of budgetThe Breast Cancer Research Foundation Inc: $50,000 over 2y, 0.0% of budgetCato Institute: $42,395 over 2y, 0.1% of budgetThe Multiple Myeloma Research Foundation Inc: $10,000 over 1y, 0.0% of budgetHumane Society of Sonoma County: $5,000 over 2y, 0.1% of budgetTrained Up: $5,000 over 1y, 6.4% of budgetThe Vegetarian Resource Group: $4,000 over 2y, 1.0% of budgetInternational Relief Teams: $3,000 over 2y, 0.0% of budgetMinnie Cannon Boosters: $3,000 over 2y, 3.3% of budgetThe Bastiat Society: $2,000 over 1y, 1.8% of budgetCanine Companions for Independence Inc: $1,750 over 1y, 0.0% of budgetThe Good Food Institute Inc: $1,000 over 1y, 0.0% of budgetNutritionfactsorg Inc: $1,000 over 1y, 0.1% of budgetConscious Capitalism Inc: $1,000 over 1y, 0.1% of budgetInstitute for Humane Studies: $1,000 over 1y, 0.0% of budgetNeads Inc: $1,000 over 2y, 0.0% of budgetDogs for the Deaf Inc Dba Dogs for Better Lives: $1,000 over 2y, 0.0% of budgetNational Disaster Search Dog Foundation: $1,000 over 2y, 0.0% of budgetJohn C Bogle Center for Financial Literacy: $550 over 1y, 0.8% of budgetPeople Services Inc: $500 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 24.

Nonprofits that may fit its grantmaking

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.

Gs Donor Advised Philanthropy Fund for Wealth Management IncNY9.7× affinity4 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Vanguard Charitable Endowment Program · Jpmorgan Chase Foundation · The Blackbaud Giving Fund · Morgan Stanley Global Impact Funding Trust Inc · National Philanthropic Trust · The Bank of America Charitable Foundation Inc · Network for Good · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · 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.

Compare The Blue Oak Charitable Fund with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to The Blue Oak Charitable Fund?

Find your warmest path to The Blue Oak Charitable Fund 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.

About The Blue Oak Charitable Fund

How much does The Blue Oak Charitable Fund give?
The Blue Oak Charitable Fund reported 19 grants totaling $808,100 in its FY2018 IRS filing. It funded between 19 and 37 organizations a year over FY2017 to FY2018.
What does The Blue Oak Charitable Fund fund?
By grant dollars over FY2017 to FY2025, its largest causes are Philanthropy (59%), Education (13%), Science & Tech (6%).
Who are The Blue Oak Charitable Fund's largest grantees?
By total granted over FY2017 to FY2025: Students for Liberty Inc ($203k), The Reason Foundation ($201k), Foundation for Economic Education Inc ($200k).
Does The Blue Oak Charitable Fund fund new organizations?
In FY2018, 11% of the organizations it funded were first-time grantees.
Does The Blue Oak Charitable Fund accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as The Blue Oak Charitable Fund?
Its strongest co-funders, measured against what their size predicts, include Gs Donor Advised Philanthropy Fund for Wealth Management Inc, Vanguard Charitable Endowment Program, Jpmorgan Chase Foundation.
Where is The Blue Oak Charitable Fund based?
The Blue Oak Charitable Fund is based in CA.

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 49 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 2018, released 2018. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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