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Private Foundation · TN · Private Grantmaking Foundations

Oak Tree Charitable Trust

Gallatin, TN  ·  EIN 814858429  ·  Website (ProPublica) ↗  ·  990s on ProPublica ↗

Assets

$597K

Total Giving

$94K

Grants on File

58

Average Grant

$2K

Giving Radius

Where Oak Tree Charitable Trust Has Given

AK — no grants on file AL — $500 across 1 grant AR — no grants on file AZ — no grants on file CA — $2K across 4 grants CO — no grants on file CT — no grants on file DC — no grants on file DE — no grants on file FL — no grants on file GA — no grants on file HI — no grants on file IA — no grants on file ID — no grants on file IL — no grants on file IN — no grants on file KS — no grants on file KY — no grants on file LA — no grants on file MA — no grants on file MD — no grants on file ME — no grants on file MI — no grants on file MN — no grants on file MO — no grants on file MS — no grants on file MT — no grants on file NC — no grants on file ND — no grants on file NE — no grants on file NH — no grants on file NJ — no grants on file NM — no grants on file NV — no grants on file NY — no grants on file OH — no grants on file OK — no grants on file OR — no grants on file PA — no grants on file RI — no grants on file SC — no grants on file SD — no grants on file TN — $72K across 47 grants TX — no grants on file UT — no grants on file VA — no grants on file VT — no grants on file WA — no grants on file WI — no grants on file WV — no grants on file WY — no grants on file
Historical grants to 27 recipients across 3 states. Top concentrations: NASHVILLE ($50K, 20 grants), GALLATIN ($20K, 21 grants), CASTALIAN SPRINGS ($3K, 6 grants), SAN FRANCISCO ($2K, 4 grants), MONTGOMERY ($500, 1 grant). Plus international giving not shown on this map.

Section I

How to Apply

The application would be in writing explaining purpose of organization and how the money would be used. The organization would submit proof of their 501(c)(3) status.

On Unsolicited Proposals yes

Restrictions

N/a

Section IV

Recent Grants

Recipient Amount Year
Historic Rose Mont $500 2020
Room at the Inn $1K 2020
Bledsoe's Lick Historical Assoc $500 2020
Electronic Frontier Foundation $500 2020
Home Safe $500 2020
The Salvus Center $1K 2020
Nashville Children's Theater $500 2020
Sumner County Museum $500 2020
Southern Poverty Law $500 2020
Tpac $500 2020
Cragfont Historic Home $500 2020
Tn Conservation Voters $4K 2020
The Trust for Virgin Islands $3K 2020
My Brother's Workshop $500 2020
The Southern Environmental Law Cent $5K 2020
The Land Trust for Tn $1K 2020
The Gallatin Shalom Zone $2K 2020
Cragfont Historic Home $500 2021
Historic Rose Mont $250 2021
Electronic Frontier Foundation $500 2021
The Trust for Virgin Islands $4K 2021
My Brother's Workshop $500 2021
The Salvus Center $1K 2021
The Southern Environmental Law Cent $5K 2021
The Gallatin Shalom Zone $1K 2021

Page 1 of 3 · 58 total

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 $609K $25K $233K $40K
2022 $416K $17K $21K $25K
2021 $420K $17K $22K $23K
2020 $421K $17K $20K $32K
2019 $433K $17K $22K $32K

Section VII

Foundations Like This One

Similar in focus area, location, and asset size. Worth researching as part of the same campaign.

Fishel Family Foundation

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$1.2M

Assets

John U Wilson Charitable Trust

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$1.2M

Assets

Joey And Deborah Jacobs Family Foundation

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$1.2M

Assets

Nollie & Amanda Henington Trust Fbo Emotionally Hurt Children

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$1.2M

Assets

Rutherford Family Foundation

Brentwood · TN   T22

$1.2M

Assets