The California State Capitol

Form 990-PFTax year 2024EIN 95-4506950

Oak Tree Charitable Foundation

A private foundation in Arcadia, CA. Its return for tax year 2024 lists 10 grants and $428,500 paid in grants.

Tax year 2024 (period ending May 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Rick M Arthur
201 Colorado Place
Arcadia, CA 91007
(626) 784-4804
Form and materials
Written statement of purpose of organization, how funds will be used, copy of tax exemption letter from internal revenue service.
Deadlines
None
Restrictions
Grantees are limited to irc sec. 501(c)(3) public charities.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $428,500

    Grants listed
    10
    Assets, end of year
    $7,563,132
  • Tax year 2023

    $315,000

    Grants listed
    10
    Assets, end of year
    $7,453,894
  • Tax year 2022

    $374,500

    Grants listed
    10
    Assets, end of year
    $6,476,438
  • Tax year 2021

    $318,250

    Grants listed
    11
    Assets, end of year
    $7,010,594
  • Tax year 2020

    $306,000

    Grants listed
    9
    Assets, end of year
    $7,324,379
  • Tax year 2019

    $286,100

    Grants listed
    11
    Assets, end of year
    $5,890,712
  • Tax year 2018

    $270,500

    Grants listed
    24
    Assets, end of year
    $5,719,161
  • Tax year 2017

    $205,100

    Grants listed
    23
    Assets, end of year
    $5,622,893

Grants paid in 2024

10 grants, largest first

As listed on the return.

  1. Winners FoundationArcadia, CA

    Substance abuse counseling

    $100,000
  2. CarmaArcadia, CA

    Support rehabilitation, training and retirement for california-raced throughbred horses.

    $60,000
  3. The Foundation for the HorseLexington, KY

    Improving horse health and well being

    $52,500
  4. Grayson-Jockey Club Research FoundationNew York, NY

    Support research to promote equine health and welfare.

    $50,000
  5. UC Davis FoundationDavis, CA

    To support equine veterinary research

    $50,000
  6. California Thoroughbred Horsemen's FoundationArcadia, CA

    To support the del mar thoroughbred club summer program providing meals to backstretch horse care employees.

    $45,000
  7. Edwin J Gregson FoundationArcadia, CA

    To support scholarships to children of racing employees

    $35,000
  8. Racing Medication Testing ConsortiumLexington, KY

    Support anti-doping research for horse racing.

    $25,000
  9. Cancer Support Community PasadenaSierra Madre, CA

    Providing support to families and communities impacted by cancer

    $10,000
  10. Edwin Charles FoundationBeverly Hills, CA

    To support the foundation

    $1,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Mental health1 grant $100,00030% of the total
  2. Education2 grants $85,00026% of the total
  3. Human services1 grant $52,50016% of the total
  4. Animals1 grant $50,00015% of the total
  5. Mutual benefit1 grant $45,00014% of the total

By State

Grants to organizations with a US address, latest year.

  1. California7 grants $301,000
  2. Kentucky2 grants $77,500
  3. New York1 grant $50,000

Officers, directors and trustees

4 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Rick M ArthurPRESIDENT/VP/ASST. SECRETARY Hours 4Pay $0
  • Richard MandellaVP & DIRECTOR Hours 0.25Pay $0
  • Thomas R CapehartVP/SECRETARY Hours 0.25Pay $0
  • Bo HirschDIRECTOR & VP Hours 0.25Pay $0

The return

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