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· 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
11
States reached
$251k
Largest

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.

01What it funds
0195% 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
02FY2018 · 19 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2018

  • Under $10k9 grants · $30k
  • $10k–50k5 grants · $87k
  • $50k–250k4 grants · $441k
  • $250k+1 grant · $251k
$10,000
Median grant
11
States reached
$8.8M
Total assets
Largest grants
RecipientAmount
FRIENDS OF UNIVERSIDAD F M INC$251,000
ATLAS NETWORK$212,600
GUANACASTE DRY FOREST CONSERVATION$125,000
STUDENTS FOR LIBERTY$53,000
FOUNDATION FOR ECONOMIC EDUCATION$50,000
BREAST CANCER RESEARCH FOUNDATION$25,000
REASON FOUNDATION$21,900
HOPE CRISIS REPONSE NETWORK$20,000
SOUTHERN LAKE COUNTY FIREFIGHERS AS$10,000
FOUNDATION FOR GOVT ACCOUNTABILITY$10,000
FISHER CENTER FOR ALZHEIMERS RESEARCH$7,500
CATO INSTITUTE$7,100
REUNION MINISTRIES$6,500
HUMANE SOCIETY OF SONOMA COUNTY$3,000
THE VEGETARIAN RESOURCE GROUP$2,000
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 (FY17–23, $3k) land where the poverty rate runs at 10%, against an area that typically sits at 10%. 47% of those dollars go to grantees based in above-average-need neighborhoods. Its grants spread fairly evenly across need levels.

area typical 10%NATIONAL EDUCN FOR ASSISTANCE DOG SERVS: $500 → 11%NATIONAL EDUCN FOR ASSISTANCE DOG SERVS: $500 → 11%JOHN C BOGLE CTR FOR FINANCIAL LITERACY: $550 → 11%CANINE COMPANIONS FOR INDEPENDENCE: $2k → 9%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.

Which US states its grants reach

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

76%of every dollar goes to organizations it has funded before.
$1.9M · 22 repeat orgs$628k to everyone else

22 repeat relationships: 19 still active in FY2018, 3 since wound down; 6 grantees were first funded in FY2018 (too recent to call). Read against FY2018, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

22
20

Total granted

$1.9M
$609k

Median revenue growth · since first grant

+49%
+57%

Still filing today

55%
55%

New vs renewed · share of each year

In FY2025, 23% of grant dollars renewed an existing relationship; $17k went to new ones.

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

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

’17’18’19’20’23’24’25
EducationAnimalsHuman ServicesCivil RightsHealthInternationalOther
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

  • SF
    STUDENTS FOR LIBERTY INC
    2× · 2017–2018 · $203k · revenue +49%
  • TR
    THE REASON FOUNDATION
    4× · 2017–2020 · $201k · revenue +80%
  • FF
    Foundation for Economic Education Inc
    2× · 2017–2018 · $200k · revenue +66%

Funded once

  • IG
    Individual grant recipient
    one grant, 2017 · $261k
  • NS
    NEVADA SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALSgraduated
    one grant, 2017 · $100k · revenue +272%
  • HR
    HUMAN RIGHTS FOUNDATION INCgraduated
    one grant, 2017 · $75k · revenue +648%
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
The International Institute for Strategic Studies - Us

To provide accurate, objective information and analysis on international strategic issues for legislators, diplomats, foreign affairs analysts, international business leaders, economists, the military, defense commentators, journalists,…

International
2
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
3
Institute for in Vitro Sciences Inc

The mission of the institute for in vitro sciences (iivs) is to drive the optimization and application of scientifically robust in vitro methods that are accepted by regulatory agencies and adopted by industry worldwide. to create a forum…

Education
4
Internet Society Foundation

At the internet society foundation, we focus on funding initiatives that strengthen the internet in function and reach so that it can effectively serve all people. our work advances the vision of the internet society (isoc): the internet…

International
5
Legal Advocates for Safe Science and Technology Inc

Using legal advocacy to make advances in science and technology safer for people and the planet.

Science & Tech
6
Marin Humane Society

Marin humane transforms lives through exceptional animal care, humane education, and advocacy. every day, marin humane inspires compassion and positive relationships between people and animals.

Animals
7
Institute for Strategic Dialogue-Us

Isd-us is an independent, non-partisan, non-profit organization dedicated to defending democracy and individual rights against threats to public safety and national security. isd-us is at the forefront of analyzing and innovating solutions…

Education
8
Institute for Defense Analyses

The institute for defense analyses is organized for the purpose of applied research. the institute for defense analyses provides independent and objective scientific and technological expertise to assist national security decision-makers…

Science & Tech
9
International Biomedical Research Alliance

Our mission is to invest in and accelerate the development of the most promising future leaders in biomedical research with global impact.

Health
10
Finreglab Inc

Finreglab is a d.c.-based research organization working at the intersection of financial innovation and public policy. our mission is to advance technology and data use to help people and small businesses manage their financial lives,…

Science & Tech
11
Institute for the Future

Institute for the future is the world's leading futures organization. our mission is to prepare the world to create better, more equitable futures by disrupting short-term thinking with visions of transformative possibilities.

Education
12
Open Markets Institute

The open markets institute works to help people relearn how to use competition policy to build stronger democracies, more just and equitable societies, more innovative and sustainable economies, and a more secure and peaceful world.

Education
How this is measured
The grantee most central to the portfolio’s shape is Canine Companions for Independence Inc; the most unlike its peers is The Bastiat Society. 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

27 grantees tracked through their own filings, 2017–2026.

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 2026, not grant rows in a single year, so this will not match the grant count on the cover. 27 of the 49 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)
7
Early backer (in before they grew)
26/27
Grantees still filing
21/27
Grew since first funded

Where the money sits, by cause and then by grantee

VANGUARD CHARITABLE ENDOWMENT PROGRAM: $3,780,956 · PhilanthropyVANGUARD CHARITABLE ENDOWMENT PROGRAMFRIENDS OF UNIVERSIDAD F M INC: $577,400 · OtherFRIENDS OF UNIVERSIDAD F M INCATLAS NETWORK: $371,800 · OtherATLAS NETWORKIndividual grant recipient: $260,900 · OtherIndividual grant recipientGUANACASTE DRY FOREST CONSERVATION: $150,000 · OtherGUANACASTE DRY FOREST CONSERVA…+33 more: $326,695 · Other+33 moreSTUDENTS FOR LIBERTY INC: $203,000 · EducationTHE REASON FOUNDATION: $201,400 · EducationTHE MONT PELERIN SOCIETY: $25,000 · Education+1 more: $3,000 · EducationFoundation for Economic Education Inc: $200,000 · Social ScienceNEVADA SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS: $100,000 · AnimalsHUMANE SOCIETY OF SONOMA COUNTY: $5,000 · Animals+1 more: $1,000 · AnimalsHUMAN RIGHTS FOUNDATION INC: $75,000 · Civil RightsINSTITUTE FOR JUSTICE: $25,000 · Civil RightsTHE BREAST CANCER RESEARCH FOUNDATION INC: $50,000 · Public Safety & Disaster
Philanthropy$3,780,956Other$1,686,795Education$432,400Social Science$200,000Animals$106,000Civil Rights$100,000Public Safety & Disaster$50,000

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 budgetVANGUARD CHARITABLE ENDOWMENT PROGRAM: $3,780,956 over 7y, 0.0% of 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
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 VANGUARD CHARITABLE ENDOWMENT PROGRAM ↗
  • Who funds STUDENTS FOR LIBERTY INC ↗
  • Who funds THE REASON FOUNDATION ↗
  • Who funds Foundation for Economic Education Inc ↗
  • Who funds NEVADA SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS ↗
  • Who funds HUMAN RIGHTS FOUNDATION INC ↗
  • Who funds THE BREAST CANCER RESEARCH FOUNDATION INC ↗
  • Who funds CATO INSTITUTE ↗
  • Who funds THE MONT PELERIN SOCIETY ↗
  • Who funds INSTITUTE FOR JUSTICE ↗
  • Who funds THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC ↗
  • Who funds HUMANE SOCIETY OF SONOMA COUNTY ↗
  • Who funds TRAINED UP ↗
  • Who funds THE VEGETARIAN RESOURCE GROUP ↗
  • Who funds INTERNATIONAL RELIEF TEAMS ↗
  • Who funds Minnie Cannon Boosters ↗
  • Who funds THE BASTIAT SOCIETY ↗
  • Who funds CANINE COMPANIONS FOR INDEPENDENCE INC ↗
  • Who funds THE GOOD FOOD INSTITUTE INC ↗
  • Who funds Nutritionfactsorg 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.

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.

How much its grantees rely on government

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

2024
’20’21’22’23’24’25
no gov · 20%1%3%6%10%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →median 1%
  • Neads Inc: 1% of income from government
no gov moneyreceives it· size = income
2get no government money at all
5report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–15%
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 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.

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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