2025-02-28T13:17:12-06:00 2024-05-31 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990PF 2023-06-01 954506950 OAK TREE CHARITABLE FOUNDATION OAKT 6267844804 201 COLORADO PLACE ARCADIA CA 91007 RICK M ARTHUR PRESIDENT 6267844804 2025-02-27 1 1 CASIE ZWAHLEN CPA P02291311 6268577300 2025-02-26 2023 2025-03-06 01:10:19Z X 7453894 X X 131857 131857 175362 565376 175362 7569 0 314788 307219 0 0 0 83240 0 83240 22133 0 22133 16539 8269 8269 43852 43852 0 647 572 0 1923 1922 0 168334 54615 113642 315000 315000 483334 54615 428642 -168546 252604 84299 18071 18071 188770 243023 243023 182532 0 0 5972307 7143817 7143817 48530 48983 48983 6476438 7453894 7453894 0 0 X 6476438 7453894 6476438 7453894 6476438 7453894 6476438 -168546 1146002 7453894 0 7453894 PUBLICLY TRADED SECURITIES P 565376 390014 175362 175362 175362 3511 0 3511 0 3511 2224 0 0 0 2224 0 1287 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A JAN HUNT 6267844804 201 COLORADO PLACE ARCADIA CA 91007 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICK M ARTHUR 201 COLORADO PLACE ARCADIA CA 91007 PRESIDENT/VP/ASST. SECRETARY 0.25 0 0 0 RICHARD MANDELLA 201 COLORADO PLACE ARCADIA CA 91007 VP 0.25 0 0 0 THOMAS R CAPEHART 201 COLORADO PLACE ARCADIA CA 91007 VP/SECRETARY 0.25 0 0 0 BO HIRSCH TERM START 224 201 COLORADO PLACE ARCADIA CA 91007 DIRECTOR & VP 0.25 0 0 0 JAN HUNT 201 COLORADO PLACE ARCADIA CA 91007 ADMINISTRATOR 40.00 83240 5741 0 0 NONE 0 0 6803836 159866 0 6963702 0 0 6963702 104456 6859246 342962 342962 3511 3511 339451 0 339451 0 339451 428642 0 428642 339451 0 0 134425 134425 428642 0 0 0 339451 89191 0 0 223616 0 0 0 0 0 0 0 223616 134425 89191 JAN HUNT 201 COLORADO PLACE ARCADIA CA 91007 6267844804 WRITTEN STATEMENT OF PURPOSE OF ORGANIZATION, HOW FUNDS WILL BE USED, COPY OF TAX EXEMPTION LETTER FROM INTERNAL REVENUE SERVICE. NONE GRANTEES ARE LIMITED TO IRC SEC. 501(C)(3) PUBLIC CHARITIES. 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SHS 500 55242 55242 BANK SERVICE CHARGES 1923 1922 0 CLASS ACTION SETTLEMENT 751 0 751 UNITED STATES TREASURY REFUND 6818 0 6818 NET UNREALIZED GAIN/LOSS ON INVESTMENTS 1146002 INVESTMENT FEES 43852 43852 0 FOREIGN TAXES WITHHELD 572 572 0 RRF-1 FILING 75 0 0