Private foundation · EIN 95-4506950 · Arcadia, California · Philanthropy & grantmaking

Oak Tree Charitable Foundation

Should you approach them?

Yes, approach them if you're in California. The foundation accepts applications (NONE) and its median grant is $48K.

From the 2024 Form 990-PF: 10 grants paid, $429K total, median $48K. 70% of grants stayed in California. Stated restrictions: Grantees are limited to irc sec. 501(c)(3) public charities.

Accepts applications
Yes
per 990-PF Part XV
Grants paid, 2024
10
$429K
Median grant
$48K
Stays in CA
70%
of grants
Deadline
NONE
Assets
$7.6M

How to apply

Written statement of purpose of organization, how funds will be used, copy of tax exemption letter from internal revenue service. Contact: Rick M Arthur, 201 Colorado Place, Arcadia, Ca, 6267844804 Deadlines: NONE Restrictions: Grantees are limited to irc sec. 501(c)(3) public charities.

Quoted from Part XV of the foundation's 2024 Form 990-PF; the full text is in the filing. Confirm on the foundation's website before you write.

Grants paid in 2024

10 grants, all shown · from Form 990-PF Part XV

RecipientPurposeAmount
Winners FoundationArcadia, CASubstance abuse counseling$100K
CarmaArcadia, CASupport rehabilitation, training and retirement for california-raced throughbred horses.$60K
The Foundation for the HorseLexington, KYImproving horse health and well being$53K
Grayson-Jockey Club Research FoundationNew York, NYSupport research to promote equine health and welfare.$50K
UC Davis FoundationDavis, CATo support equine veterinary research$50K
California Thoroughbred Horsemen's FoundationArcadia, CATo support the del mar thoroughbred club summer program providing meals to backstretch horse care employees.$45K
Edwin J Gregson FoundationArcadia, CATo support scholarships to children of racing employees$35K
Racing Medication Testing ConsortiumLexington, KYSupport anti-doping research for horse racing.$25K
Cancer Support Community PasadenaPasadena, CAProviding support to families and communities impacted by cancer$10K
Edwin Charles FoundationBeverly Hills, CATo support the foundation$1,000

By state: California 7 · Kentucky 2 · New York 1

About this foundation

Oak Tree Charitable Foundation is a private grantmaking foundation in Arcadia, California, administered in care of Sherwood C Chillingworth, tax-exempt since 1995. Private foundations must pay out roughly 5% of their assets each year, mostly as grants to 501(c)(3) public charities.

All filings on ProPublica

Does Oak Tree Charitable Foundation accept grant applications?

Yes. On its 2024 Form 990-PF the foundation indicates it accepts applications. Written statement of purpose of organization, how funds will be used, copy of tax exemption letter from internal revenue service. Deadlines: NONE.

How much does Oak Tree Charitable Foundation give each year?

In tax year 2024 it paid $429K across 10 grants, a median of $48K.

Where does Oak Tree Charitable Foundation give?

California (7 grants), Kentucky (2 grants), New York (1 grants), per its latest filing.

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