Private Foundation

THE OAK FOUNDATION USA C/O KEMNAY ADVISORY SERVICES INC

THE OAK FOUNDATION USA C/O KEMNAY ADVISORY SERVICES INC is a Private Foundation headquartered in NEW YORK, NY. Financial data from the 2024 filing: $828K revenue, $72K expenses, $17.4M total assets. IRS filings disclose 119 grants awarded by this foundation, totaling roughly $65.9M.

EIN: 133321196 NEW YORK, NY Latest filing: 2024
Total Revenue$828K
Total Expenses$72K
Total Assets$17.4M
Grants Given119
Grant Total$65.9M
Filing Years2019–2024

Sample Grants Given

HAWAII COMMUNITY FOUNDATION
HONOLULU, HI · 2024
TO SUPPORT HCF'S VISION OF AN EQUITABLE AND VIBRANT HAWAII, WHERE ALL ISLAND COMMUNITIES THRIVE.
$4,286,500
BOOK HARVEST
DURHAM, NC · 2024
TO PROVIDE SUPPORT TO BOOK HARVEST IN ITS EFFORTS TO TRANSFORM LITERACY FOR UNDER-RESOURCED CHILDREN ACROSS NORTH CAROLINA.
$750,000
CAST INC
LYNNFIELD, MA · 2024
TO PROVIDE CORE SUPPORT TO CAST IN ITS WORK TO TRANSFORM EDUCATION DESIGN AND PRACTICE IN THE US, UNTIL LEARNING HAS NO LIMITS.
$500,000
UPSTREAM USA INC
BOSTON, MA · 2024
TO PROVIDE CORE SUPPORT TO UPSTREAM US IN THE US.
$500,000
NEW TEACHER CENTER
SANTA CRUZ, CA · 2024
TO PROVIDE SUPPORT TO THE NEW TEACHER CENTER, BASED IN CALIFORNIA, TO PILOT INNOVATIVE PROFESSIONAL TEACHING THAT EQUIPS TEACHERS AND STAFF TO SUPPORT STUDENTS WITH LEARNING DIFFERENCES.
$401,520

Showing up to 5 of 119 total records — full history available with membership.

Officers & Directors

PRESIDENT/TREASURER/TRUSTEE Caroline Turner
VICE PRESIDENT Heather Graham
SECRETARY James Zha
TRUSTEE Kristian Parker
TRUSTEE Natalie Parker

Officer compensation and complete director data available with membership.

Top Grant Purposes

TO SUPPORT CLIMATEWORKS' EFFORTS TO CONTRIBUTE TO THE EMISSIONS REDUCTIONS NECESSARY TO LIMIT GLOBAL WARMING TO WELL BELOW 2C AND HELP PREVENT DAMAGE THAT WILL BE CAUSED BY MORE EXTREME GLOBAL WARMING. THIS GRANT WILL CONTRIBUTE TO: A GLOBAL VIEW OF CLIMATE CHANGE SCIENCE AND THE MITIGATION NEEDED TO MEET REDUCTION GOALS; SUPPORTING STRATEGIC GRANT-MAKING BY FOUNDATIONS; AND THE DESIGN AND IMPLEMENTATION OF SECTORAL CAMPAIGNS IN COLLABORATION WITH PARTNERS
$15,000,000 1 grant
TO CREATE A BETTER HAWAII BY INSPIRING GENEROSITY, ADVOCATING FOR EQUITY, BUILDING CONNECTIONS, AND INVESTING IN THE COMMUNITY
$7,731,500 1 grant
TO SUPPORT HCF'S VISION OF AN EQUITABLE AND VIBRANT HAWAII, WHERE ALL ISLAND COMMUNITIES THRIVE.
$4,286,500 1 grant
TO PROVIDE CORE SUPPORT TO HARLEM CHILDREN'S ZONEHCZ AND ITS PIPELINE OF PROGRAMMES THAT OFFER EDUCATION, SOCIAL SERVICE AND WELLNESS SERVICES TO OVER 12,000 CHILDREN AND THEIR FAMILIES IN CENTRAL HARLEM, NEW YORK THE 97-BLOCK ZONE EACH YEAR. HCZ STRIVES TO BREAK THE CYCLE OF POVERTY IN CENTRAL HARLEM BY WORKING AT SCALE TO BUILD COMMUNITY, STRENGTHEN FAMILIES, AND ENSURE CHILDREN SUCCEED FROM BIRTH THROUGH COLLEGE GRADUATION. HCZ'S STRATEGY IS A MODEL FOR COMMUNITIES STRUGGLING WITH POVERTY AND FAILING EDUCATIONAL SYSTEMS.
$3,000,000 1 grant
CORE SUPPORT
$2,421,667 6 grants

Financial Trends

Year Revenue Expenses Assets
2024 $828K $72K $17.4M
2023 $1.7M $32.9M $24.0M
2022 $32.9M $7.2M $35.7M
2020 $12.5M $32.7M $20.4M
2019 $13.3M $16.2M $40.6M

Between 2019 and 2024, reported annual revenue declined from $13.3M to $828K (-94%), with total assets most recently reported at $17.4M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AK, AR, CA, CO, DC, HI, and 4 other states.

AKARCACODCHIILMANCNJ

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE OAK FOUNDATION USA C/O KEMNAY ADVISORY SERVICES INC

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