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Delaware · 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.

$15k
Granted FY2018
6
Grants FY2018
5
Organizations funded FY2018
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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

5
’18
3
’19
0
’20
2
’21

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

Median grant, FY2018
$2,550
Largest grant, FY2018
$5,000
States reached, FY2018
3
Applications
Preselected organizations only
Per its most recent filing; check its own site
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2021.

Philanthropy$396kEducation$37kInternational$3kHuman Services$3kHealth$1kHousing & Shelter$1k

Top grantees

Largest recipients by total granted, FY2018 to FY2021, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Orange County School of the Arts$15,10020%
The Webb Schools$15,00020%
University of California Irvine Foundation$6,50010%
The Lelt Foundation Inc$3,00011%
Los Angeles the Dream Center$2,5501n/a
Paralyzed Veterans of America$1,25010%
Shelter Providers of Orange County Inc$1,00010%
The Taft School Corporation$50010%

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.

Orange County Community FoundationCA13.4× affinity4 shared granteesties to 5 of 5Hover any node to trace its alignments.Compare side by side →

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

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 Charitable Oak Foundation with peer funders

About The Charitable Oak Foundation

How much does The Charitable Oak Foundation give?
The Charitable Oak Foundation reported 6 grants totaling $15,300 in its FY2018 IRS filing.
What does The Charitable Oak Foundation fund?
By grant dollars over FY2018 to FY2021, its largest causes are Philanthropy (90%), Education (8%), International (1%).
Who are The Charitable Oak Foundation's largest grantees?
By total granted over FY2018 to FY2021: Orange County School of the Arts ($15k), The Webb Schools ($15k), University of California Irvine Foundation ($7k).
Does The Charitable Oak Foundation 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 Charitable Oak Foundation?
Its strongest co-funders, measured against what their size predicts, include Orange County Community Foundation, The Bank of America Charitable Foundation Inc, American Online Giving Foundation Inc.
Where is The Charitable Oak Foundation based?
The Charitable Oak Foundation is based in DE.

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 9 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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