Nonprofit · EIN 95-4506950
OAK TREE CHARITABLE FOUNDATION
Tax-exempt · ARCADIA, CA 91007
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $503,694 | $599,838 | -$96,144 | $7,563,132 | $0 | $7,563,132 |
| May 31, 2024 | 990-PF | $314,788 | $483,334 | -$168,546 | $7,453,894 | $0 | $7,453,894 |
| May 31, 2023 | 990-PF | $177,012 | $540,988 | -$363,976 | $6,476,438 | $0 | $6,476,438 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $122,781
- Net gain from sales of assets
- $380,679
- Other income
- $234
Expenses
- Grants and similar amounts paid
- $428,500
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $84,587
- Disbursements for charitable purposes
- $539,440
- Excise tax on investment income
- $6,193
Balance sheet and other
- Total assets, start of year
- $7,453,894
- Total assets, end of year
- $7,563,132
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,563,132
- Fair market value of assets
- $7,563,132
- Qualifying distributions
- $539,440
- Net investment income
- $503,460
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAN HUNT 201 COLORADO PLACE, ARCADIA, CA 91007 | ADMINISTRATOR Highest-paid employee | 40 | $84,587 | $8,087 |
| RICK M ARTHUR 201 COLORADO PLACE, ARCADIA, CA 91007 | PRESIDENT/VP/ASST. SECRETARY | 4 | $0 | $0 |
| RICHARD MANDELLA 201 COLORADO PLACE, ARCADIA, CA 91007 | VP & DIRECTOR | 0.25 | $0 | $0 |
| THOMAS R CAPEHART 201 COLORADO PLACE, ARCADIA, CA 91007 | VP/SECRETARY | 0.25 | $0 | $0 |
| BO HIRSCH 201 COLORADO PLACE, ARCADIA, CA 91007 | DIRECTOR & VP | 0.25 | $0 | $0 |
990-PF for the year ended May 31, 2024: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAN HUNT 201 COLORADO PLACE, ARCADIA, CA 91007 | ADMINISTRATOR Highest-paid employee | 40 | $83,240 | $5,741 |
| RICK M ARTHUR 201 COLORADO PLACE, ARCADIA, CA 91007 | PRESIDENT/VP/ASST. SECRETARY | 0.25 | $0 | $0 |
| RICHARD MANDELLA 201 COLORADO PLACE, ARCADIA, CA 91007 | VP | 0.25 | $0 | $0 |
| THOMAS R CAPEHART 201 COLORADO PLACE, ARCADIA, CA 91007 | VP/SECRETARY | 0.25 | $0 | $0 |
| BO HIRSCH TERM START 224 201 COLORADO PLACE, ARCADIA, CA 91007 | DIRECTOR & VP | 0.25 | $0 | $0 |
990-PF for the year ended May 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAN HUNT 201 COLORADO PLACE, ARCADIA, CA 91007 | ADMINISTRATOR Highest-paid employee | 40 | $85,703 | $8,409 |
| JOHN BARR-TERM END FEB 2023 201 COLORADO PLACE, ARCADIA, CA 91007 | PRESIDENT | 0.25 | $0 | $0 |
| THOMAS R CAPEHART 201 COLORADO PLACE, ARCADIA, CA 91007 | VP/SECRETARY | 0.25 | $0 | $0 |
| RICK M ARTHUR 201 COLORADO PLACE, ARCADIA, CA 91007 | PRESIDENT/VP/ASST. SECRETARY | 0.25 | $0 | $0 |
| RICHARD MANDELLA 201 COLORADO PLACE, ARCADIA, CA 91007 | VP | 0.25 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 201 COLORADO PL, ARCADIA, CA 91007-2604
- In care of
- % SHERWOOD C CHILLINGWORTH
- Signed the 990-PF
- RICK M ARTHUR, PRESIDENT
- Phone
- (626) 784-4804
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4506950 or by the name OAK TREE CHARITABLE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-4506950
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1995
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $7,563,132
- Income (IRS master file)
- $833,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $503,694 | $599,838 | $7,563,132 | XML |
| 990-PF | May 2024 | $314,788 | $483,334 | $7,453,894 | XML |
| 990-PF | May 2023 | $177,012 | $540,988 | $6,476,438 | XML |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2020 | – | – | – | IRS |
| 990-PF | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-4506950).
Questions about OAK TREE CHARITABLE FOUNDATION
- What is the EIN of OAK TREE CHARITABLE FOUNDATION?
- The employer identification number (EIN) of OAK TREE CHARITABLE FOUNDATION is 95-4506950.
- Is OAK TREE CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to OAK TREE CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OAK TREE CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OAK TREE CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAK TREE CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of OAK TREE CHARITABLE FOUNDATION?
- The 990-PF for the year ended May 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $84,587 (JAN HUNT, ADMINISTRATOR).
- How much revenue does OAK TREE CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $503,694, expenses of $599,838 and total assets of $7,563,132 at year end.
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All nonprofits in ARCADIA · California · Philanthropy, voluntarism and grantmaking foundations