How much does The Oak Tree Charitable Trust give?

The Oak Tree Charitable Trust reported 20 grants totaling $37,450 in its FY2025 IRS filing. It funded between 8 and 18 organizations a year over FY2018 to FY2024.

What does The Oak Tree Charitable Trust fund?

By grant dollars over FY2018 to FY2025, its largest causes are Environment (41%), Human Services (18%), Arts & Culture (8%).

Who are The Oak Tree Charitable Trust's largest grantees?

By total granted over FY2018 to FY2025: Trust for Virgin Islands Lands ($18k), Gallatin Shalom Zone Inc ($13k), Room in the Inn Inc ($9k).

Does The Oak Tree Charitable Trust fund new organizations?

In FY2024, 22% of the organizations it funded were first-time grantees.

Does The Oak Tree Charitable Trust accept unsolicited applications?

Its most recent filing reports that it accepts unsolicited grant applications.

Which funders back the same organizations as The Oak Tree Charitable Trust?

Its strongest co-funders, measured against what their size predicts, include The Community Foundation of Middle Tennessee Inc, Memorial Foundation Inc, Natl Christian Charitable Fdn Inc.

Where is The Oak Tree Charitable Trust based?

The Oak Tree Charitable Trust is based in TN.

The Oak Tree Charitable Trust

The Oak Tree Charitable Trust at a glance

· Private foundation

The Oak Tree Charitable Trust

Its FY2025 filing reports that it accepted unsolicited grant applications.

$37k

Granted FY2025still arriving

Grants FY2025still arriving

States reached

$8k

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, FY2018 to 2025.

Environment$86kHuman Services$37kArts & Culture$18kPublic Benefit$18kPhilanthropy$10kInternational$10kEducation$8kHealth$7kOther$0

02FY2025 · 20 grants

Where the money goes

Grants by size, and the largest recipients.

$1,500

Median grant

States reached

$583k

Total assets

Largest grants
Recipient	Amount
RESTORING LIVES IN THE CARIBBEAN	$7,500
Individual grant recipient	$3,500
GOOD LEAF EDUCAIOTN ASSOCIATION INC	$3,000
THE SOUTHERN ENVIRONMENTAL LAW CENT	$3,000
GIVE DIRECTLY	$2,500
CAMFED USA	$2,500
FUND FOR GLOBAL HUMAN RIGHTS	$2,500
PANZI FOUNDATION	$2,500
Individual grant recipient	$2,500
ROOM IN THE INN	$1,500
ELECTRONIC FRONTIER FOUNDATION	$1,000
THE TRUST FOR VIRGIN ISLANDS LANDS	$1,000
THISTLE FARMS	$1,000
Individual grant recipient	$750
NASHVILLE CHILDRENS THEATRE	$500

02The need

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 (FY18–25) land where the poverty rate runs at 12%, against an area that typically sits at 11%. 64% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

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

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.

87%of every dollar goes to organizations it has funded before.

$173k · 25 repeat orgs$25k to everyone else

Grantees it renews have grown median revenue +50% since the first grant, against +7% for those funded once.

25 repeat relationships: 12 still active in FY2025, 13 since wound down; 8 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$173k

$5k

Median revenue growth · since first grant

+50%

+7%

Still filing today

52%

33%

New vs renewed · share of each year

In FY2025, 45% of grant dollars renewed an existing relationship; $21k went to new ones.

RenewedFirst-time

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

Arts & CultureEnvironmentInternationalCommunity ImprovementHealthRecreation & SportsOther

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

TF
TRUST FOR VIRGIN ISLANDS LANDS
3× · 2023–2025 · $18k · revenue ×15
GS
GALLATIN SHALOM ZONE INC
6× · 2018–2023 · $13k · revenue +283%
EF
Electronic Frontier Foundation Inc
6× · 2020–2025 · $5k · revenue +77%

Funded once

LC
LARKSPUR CONSERVATION AT TAYLOR HOL
one grant, 2024 · $2k
NR
NASHVILLE RESCUE MISSION
one grant, 2023 · $500 · revenue +7%
FO
FRIENDS OF BRIDAL HOUSE
one grant, 2022 · $500

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.

Three Rivers Land Trust Inc

Protect and conserve land, natural areas, rural landscapes, family farms and historic places within north carolina's heartland

Environment

Southern Oregon Land Conservancy Inc

To conserve and enhance land in southern oregon to sustain our human and natural communities forever.

Environment

Statewide Independent Living Council of Tennessee Inc

To promote independent living in tn and to support the independent living philosophy, practices, and values

Human Services

Minnesota Land Trust

The minnesota land trust protects and restores minnesota's most vital natural lands in order to provide wildlife habitat, clean water, outdoor experiences and scenic beauty for generations to come.

Environment

Nashville Public Radio

Nashville public radio's mission is to be the most trusted & independent nashville voice, connecting our communities through non-partisan journalism, compelling storytelling, civil conversation and music discovery.

Arts & Culture

Lake Champlain Land Trust Inc

The mission of the lake champlain land trust is to save the scenic beauty, natural communities, and recreational amenities of lake champlain by permanently preserving significant islands, shoreline areas, and natural communities in the…

Environment

Eden Peopleplanet

To offer the dignity of fair employment to people living in impoverished communities, who become transformational agents of global forest restoration.

International

Summit Land Conservancy

Summit land conservancy works with utah communities to conserve land and water for the benefit of the people and nature.

Environment

Tennessee Health Care Association

To maintain high standards for nursing homes in the state of tennessee and to seek the solutions to problems common to members of the association.

—

Kansas Land Trust Inc

To protect and preserve lands of natural, ecological, scenic, historic, agricultural, or recreational significance in kansas.

Environment

The Governor's Foundation for Health and Wellness F/K/a Tn Health & Wellness Fnd

The mission of the governor's foundation for health and wellness is to encourage and enable more tennesseans to lead healthier lives.

—

Sagebrush Steppe Land Trust Inc

Our mission is to protect, connect, and enhance wildlife habitat, working lands, and community spaces in southeast idaho, now and for future generations.

Environment

How this is measured

The grantee most central to the portfolio’s shape is The Land Trust for Tennessee Inc; the most unlike its peers is Sumner County Museum. 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

20 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. 20 of the 40 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.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

19/20

Grantees still filing

14/20

Grew since first funded

Where the money sits, by cause and then by grantee

Other$143,950Environment$21,000Community Improvement$13,250Philanthropy$10,000Arts & Culture$8,750Health$6,500International$5,000

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

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.

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.

The Community Foundation of Middle Tennessee IncTN16.2× affinity6 shared granteesties to 8 of 8Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Community Foundation of Middle Tennessee Inc · Memorial Foundation Inc · Natl Christian Charitable Fdn Inc · Vanguard Charitable Endowment Program · National Philanthropic Trust · 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 Oak Tree Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from The Oak Tree Charitable Trust. Bigger dots raise more.

2024

’20’21’22’23’24’25

no gov moneyreceives it· size = income

1get no government money at all

8report government grants on their 990 we could not trace to a source (not plotted)

0rely on government for over half their income

⤢ axis zoomed · 0–40%

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.

Play a game based on Oak Tree’s filings →

More from the funding graph

The unnamed billions

grants reported with no recipient in the public record

The regranting layer

51% of grant dollars land in the regranting layer

The DAF merry-go-round

$9.7B circulates between donor-advised funds

The endowment market

who holds foundation money, and what just moved

The camps

funders cluster by geography, not ideology

By state

where grant money is based, and what stays home