· Private foundation
The Charitable Oak Foundation
Its FY2021 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
Read this first · the figures below need context
97% of The Charitable Oak Foundation’s FY2021 grant dollars went to Orange County Community Foundation, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2021 names 2 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2018, the last year The Charitable Oak Foundation named its own grantees at scale: 5 organizations, $15k. It is dated, not current.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2018–2021.
Where the money goes
Your grants by size, and where they go.
| Recipient | Amount |
|---|---|
| THE WEBB SCHOOLS | $5,000 |
| THE WEBB SCHOOLS | $5,000 |
| LOS ANGELES THE DREAM CENTER | $2,550 |
| PARALYZED VETERANS OF AMERICA | $1,250 |
| SHELTER PROVIDERS OF ORANGE COUNTY INC | $1,000 |
| TAFT SCHOOL CORPORATION | $500 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Dollar for dollar, your grants (FY18–21) land where the poverty rate runs at 10%, against an area that typically sits at 11%. 5% of your dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
The association serves its members by creating resources that enable california school administrators to develop and apply creative leadership and management skills and in turn, improve the educational process for all students.
In an atmosphere of mutual respect and responsibility, the oaks school prepares students to meet the world with the combined wisdom of an intelligent mind, a skilled hand, and a compassionate heart.
Valley oak charter is dedicated to supporting and empowering homeschooled students and their families as they take an active role in designing and implementing an educational program that addresses state standards while igniting a passion…
The waverly school is a nonsectarian, coeducational, college preparatory progressive day school that spans preschool through high school. it is fully accredited by the western association of school and colleges and the california…
We inspire in our students a love of knowledge and the ability to use that knowledge creatively, compassionately and courageously throughout their lives.sage hill school's commitment to academic excellence and our outstanding college…
The philadelphia school educates children for a future that is impossible to know but not impossible to shape. learn here. go anywhere.
Rooted in the liberal arts & sciences & lutheran expression of the christian faith, & is committed to offering a challenging education that develops qualities of mind, spirit, & body necessary for a rewarding life of leadership & service…
Operation of a boarding school
Guided by the principles of academic rigor and diversity, the international school of san francisco offers programs of study in french and english to prepare its graduates for a world in which the ability to think critically and to…
California college of the arts educates students to shape culture and society through the practice and critical study of art, architecture, design, and writing. benefitting from its san francisco bay area location, the college prepares…
The mission of polytechnic school is to develop the unique intellect, talents, and character of each student in a community dedicated to academic excellence, personal responsibility, and service to others. the school envisions a community…
Scu is a catholic and jesuit institution that makes student learning its central focus, promotes faculty and staff learning in its various forms, and exhibits organizational learning.
For reference, the grantee most central to the portfolio’s shape is Orange County Community Foundation and the most unlike its peers is Paralyzed Veterans of America. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
8 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 8 of the 9 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds ORANGE COUNTY COMMUNITY FOUNDATION ↗
- Who funds ORANGE COUNTY SCHOOL OF THE ARTS ↗
- Who funds THE WEBB SCHOOLS ↗
- Who funds UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION ↗
- Who funds THE LELT FOUNDATION INC ↗
- Who funds PARALYZED VETERANS OF AMERICA ↗
- Who funds SHELTER PROVIDERS OF ORANGE COUNTY INC ↗
- Who funds THE TAFT SCHOOL CORPORATION ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Orange County Community Foundation · The Bank of America Charitable Foundation Inc · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization The Charitable Oak Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.