The Charitable Oak Foundation | Foundation Profile
- Wilmington , DE
- Key People
- Contact Info
- Open to Unsolicited Applications
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Charitable Oak Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 20-8638509
Foundation Overview
Based in Wilmington, DE, The Charitable Oak Foundation has awarded 19 grants totaling $435,828 to organizations in New York, California and 4 other states across the US. Individual grants range from $500 to $362,465, with a median award of $1,500.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
1 of 4 recipients (25%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.
Geographic Focus
53% of grants are awarded in California, with additional funding distributed across 5 other locations. The foundation balances regional focus with broader geographic diversity. Within California, funding concentrates in Newport Beach (30%), Claremont (20%), Santa Ana (10%).
Funding Trajectory
Strong 3283% growth in annual giving over 5 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Charitable Oak Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Lelt Foundation Inc | $3,000 | New York, NY, US | General & Unrestricted | 2021 |
| Orange County Community Foundation | $362,465 | Newport Beach, CA, US | General & Unrestricted (see General Explanation) | 2021 |
| Orange County Community Foundation | $13,563 | Newport Beach, CA, US | Charitable Oak Fund | 2021 |
| Orange County School Of The Arts | $10,000 | Santa Ana, CA, US | General & Unrestricted | 2021 |
| Orange County Community Foundation | $20,000 | Newport Beach, CA, US | General & Unrestricted | 2020 |
| Los Angeles The Dream Center | $2,550 | Los Angeles, CA, US | General & Unrestricted | 2018 |
| Paralyzed Veterans Of America | $1,250 | Washington, DC, US | General & Unrestricted | 2018 |
| Shelter Providers Of Orange County Inc | $1,000 | Irvine, CA, US | General & Unrestricted | 2018 |
| Taft School Corporation | $500 | Watertown, CT, US | Taft Giving Day Program | 2018 |
| The Webb Schools | $5,000 | Claremont, CA, US | General & Unrestricted | 2018 |
| The Webb Schools | $5,000 | Claremont, CA, US | Campus Maintenance And Enhancement Program | 2018 |
| Environmental Defense Fund Incorporated | $1,000 | Washington, DC, US | General & Unrestricted | 2016 |
| Hilltop Preschool | $500 | Fountain Valley, CA, US | General & Unrestricted | 2016 |
| Johns Hopkins University | $1,500 | Baltimore, MD, US | General & Unrestricted | 2016 |
| Lelt Foundation Inc | $1,000 | New York, NY, US | General & Unrestricted | 2016 |
| Planned Parenthood Federation Of America Inc | $1,000 | New York, NY, US | General & Unrestricted | 2016 |
| Southern Poverty Law Center Inc | $1,000 | Montgomery, AL, US | General & Unrestricted | 2016 |
| The Johns Hopkins Hospital | $500 | Baltimore, MD, US | General & Unrestricted | 2016 |
| The Pegasus School | $5,000 | Huntington Beach, CA, US | General & Unrestricted | 2016 |
Foundations Similar to The Charitable Oak Foundation
Discover 5 foundations with comparable assets ($0-$0), similar grant patterns, and geographic focus in DE that may also align with your organization's funding needs and grant seeking strategy.
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Contact Information
Official contact details for The Charitable Oak Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 20-8638509 |
| Website | N/A |
| Address | FOUNDATION SOURCE 501 SILVERSIDE RD Wilmington, DE 19809-0000 |
Key People (2)
Board members, trustees, and key staff who oversee The Charitable Oak Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Co- Pres, Dir | Jin O'grady |
|---|---|
| Co-pres, Dir, Sec | Ryan O'grady |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Charitable Oak Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Application Status
Based on its IRS Form 990-PF filings, this foundation accepts unsolicited grant applications, meaning eligible organizations can apply directly without a prior relationship.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.