Private Foundation

OAK TREE CHARITABLE FOUNDATION

OAK TREE CHARITABLE FOUNDATION is a Private Foundation headquartered in ARCADIA, CA. Financial data from the 2025 filing: $504K revenue, $600K expenses, $7.6M total assets. IRS filings disclose 128 grants awarded by this foundation, totaling roughly $2.7M.

EIN: 954506950 ARCADIA, CA Latest filing: 2025

Total Revenue$504K

Total Expenses$600K

Total Assets$7.6M

Grants Given128

Grant Total$2.7M

Filing Years2021–2025

Sample Grants Given

WINNERS FOUNDATION

ARCADIA, CA · 2024

SUBSTANCE ABUSE COUNSELING

$100,000

CARMA

ARCADIA, CA · 2024

SUPPORT REHABILITATION, TRAINING AND RETIREMENT FOR CALIFORNIA-RACED THROUGHBRED HORSES.

$60,000

THE FOUNDATION FOR THE HORSE

LEXINGTON, KY · 2024

IMPROVING HORSE HEALTH AND WELL BEING

$52,500

GRAYSON-JOCKEY CLUB RESEARCH FOUNDATION

NEW YORK, NY · 2024

SUPPORT RESEARCH TO PROMOTE EQUINE HEALTH AND WELFARE.

$50,000

UC DAVIS FOUNDATION

DAVIS, CA · 2024

TO SUPPORT EQUINE VETERINARY RESEARCH

$50,000

Showing up to 5 of 128 total records — full history available with membership.

Officers & Directors

DIRECTOR & VP Bo Hirsch

VP & DIRECTOR Richard Mandella

PRESIDENT/VP/ASST. SECRETARY Rick M Arthur

VP/SECRETARY Thomas R Capehart

Officer compensation and complete director data available with membership.

Top Grant Purposes

SUBSTANCE ABUSE COUNSELLING

$350,000 3 grants

SUBSTANCE ABUSE COUNSELING

$350,000 5 grants

SUPPORT WORKERS IN THE CALIFORNIA HORSE RACING INDUSTRY

$295,950 9 grants

SUPPORT RESEARCH TO PROMOTE EQUINE HEALTH AND WELFARE.

$285,000 5 grants

PROVIDING SUPPORT TO FAMILIES AND COMMUNITIES IMPACTED BY CANCER

$200,000 5 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$504K	$600K	$7.6M
2024	$315K	$483K	$7.5M
2023	$177K	$541K	$6.5M
2022	$161K	$479K	$7.0M
2021	$511K	$471K	$7.3M

Between 2021 and 2025, reported annual revenue held roughly steady at around $504K, with total assets most recently reported at $7.6M.

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

Grant Geography

Grants from this foundation were reported to recipients in CA, KS, KY, NY.

CAKSKYNY

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

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports