Private Foundation · CA
Oak Tree Philanthropic Foundation
San Diego, CA · EIN 363779795 · Website (ProPublica) ↗ · 990s on ProPublica ↗
Assets
$3.6M
Total Giving
—
Grants on File
0
Average Grant
—
Giving Radius
Where Oak Tree Philanthropic Foundation Has Given
Section I
How to Apply
No application guidelines on file — check the foundation's website directly.
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2023 | $3.9M | $189K | $145K | $356K |
| 2022 | $4.1M | $203K | $48K | $362K |
| 2021 | $4.4M | $227K | $103K | $349K |
| 2020 | $4.6M | $241K | $72K | $364K |
| 2019 | $4.9M | $251K | $126K | $407K |
| 2015 | $6.2M | $314K | $140K | $471K |
| 2014 | $6.5M | $334K | $191K | $482K |
| 2013 | $6.8M | $356K | $179K | $500K |
| 2012 | $7.1M | $375K | $279K | $524K |
| 2011 | $7.3M | $385K | $300K | $504K |