Civic Intelligence

The Charitable Oak Foundation

EIN 20-8638509 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

100th percentile

1361%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $426,707 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$0

Down $426,707 (-100%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$31,344

Down $77,639 (-168%) from 2020

Expenses

Up

$395,363

Up $371,719 (+1572%) from 2020

Net Income

Down

-$426,707

Down $449,358 (-1984%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $305,564Liabilities 2010: $0Net Assets 2010: $305,5642010Assets 2011: $301,626Liabilities 2011: $0Net Assets 2011: $301,6262011Assets 2012: $297,163Liabilities 2012: $0Net Assets 2012: $297,1632012Assets 2013: $346,759Liabilities 2013: $0Net Assets 2013: $346,7592013Assets 2014: $446,817Liabilities 2014: $0Net Assets 2014: $446,8172014Assets 2015: $427,841Liabilities 2015: $0Net Assets 2015: $427,8412015Assets 2016: $417,204Liabilities 2016: $0Net Assets 2016: $417,2042016Assets 2018: $395,227Liabilities 2018: $0Net Assets 2018: $395,2272018Assets 2019: $404,056Liabilities 2019: $0Net Assets 2019: $404,0562019Assets 2020: $426,707Liabilities 2020: $0Net Assets 2020: $426,7072020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$500K$0-$500KExpenses 2010: $16,0092010Expenses 2011: $17,6692011Expenses 2012: $16,8652012Revenue 2013: $68,967Expenses 2013: $19,371Net Income 2013: $49,5962013Revenue 2014: $123,826Expenses 2014: $23,768Net Income 2014: $100,0582014Revenue 2015: $2,602Expenses 2015: $21,578Net Income 2015: -$18,9762015Revenue 2016: $13,454Expenses 2016: $24,091Net Income 2016: -$10,6372016Revenue 2018: $24,289Expenses 2018: $21,129Net Income 2018: $3,1602018Revenue 2019: $32,691Expenses 2019: $23,862Net Income 2019: $8,8292019Revenue 2020: $46,295Expenses 2020: $23,644Net Income 2020: $22,6512020Revenue 2021: -$31,344Expenses 2021: $395,363Net Income 2021: -$426,7072021

Highlighted filing

2021

Revenue-$31,344
Expenses$395,363
Net Income-$426,707
Open 2021 Filing

Filings

Most recent year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$31,344
Expenses
$395,363
Net income
-$426,707
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.31$3.95$4.27
2020Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.46$0.24$0.23
2019Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.33$0.24$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.24$0.21$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.13$0.24$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.03$0.22$0.19
2014Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$1.24$0.24$1.00
2013Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.69$0.19$0.50
2012Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.17
2011Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.18
2010Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Nov 15, 2021
Signed
Jul 8, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jin O'GradyCo- Pres, Director-$0--
Ryan O'GradyCo-Pres, Dir, Sec-$0--
Filing and Contact Details

Filer

Filer Name
The Charitable Oak Foundation
EIN
20-8638509
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
RYAN O'GRADY
Title
President
Phone
8008391754
Signed
2022-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
ONE HOLLOW LN STE 212, LAKE SUCCESS, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix257 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016212
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07018
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016212
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0371448
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0371448
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0394678
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0371448
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0371448
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07018
LiquidationExplanationStmt/ExplanationTxt0The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending November 15, 2021, The Charitable Oak Foundation (the "Foundation") made distributions from assets from sources other than current income in complete liquidation. The Foundation received no funds and conducted no operations after the taxable year ending November 15, 2021. The Foundation filed the attached Certificate of Dissolution with the Secretary of State of Delaware on November 15, 2021. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. A final distribution of the Foundation's expected tax refund of $245 will be made as a grant to a 501(c)(3) public charity per IRS regulations.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1K-1 Exp ROW DIVERSIFIED FUND L
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05625
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0685
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05625
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1685
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Inc/Loss ROW DIVERSIFIED FUND LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-5208
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-5208
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RYAN O'GRADY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Charitable Oak Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0208638509
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOUNDATION SOURCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE HOLLOW LN STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02022-07-21T09:36:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RYAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OGRADY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-11-15
ReturnHeader/TaxYr02021

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