Civic Intelligence

Oak Tree Charitable Foundation

990PF • Fiscal year 2016 • EIN 95-4506950

Jun 01, 2015 to May 31, 2016 • Filed on Jan 30, 2017

Organization Profile
201 Colorado PlaceArcadia, CA 91007

(626) 784-4804

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.11x

Higher debt load relative to revenue than 56% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

90th percentile

48%

Higher net margin than 90% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

43rd percentile

-0.5%

Faster asset growth than 43% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

16%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$4,985,354

Down $23,644 (-0.5%) from 2015

Net Assets

Down

$4,955,854

Down $51,890 (-1.0%) from 2015

Liabilities

Up

$29,500

Up $28,246 (+2252%) from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin90th percentile

Revenue

Up

$273,250

Up $38,505 (+16%) from 2015

Expenses

Down

$140,782

Down $393,332 (-74%) from 2015

Net Income

Up

$132,468

Up $431,837 (+144%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $4,096,869Liabilities 2012: $7,5102012Assets 2013: $4,731,173Liabilities 2013: $8,3602013Assets 2014: $5,121,830Liabilities 2014: $32,021Net Assets 2014: $5,089,8092014Assets 2015: $5,008,998Liabilities 2015: $1,254Net Assets 2015: $5,007,7442015Assets 2016: $4,985,354Liabilities 2016: $29,500Net Assets 2016: $4,955,8542016Assets 2017: $5,351,078Liabilities 2017: $22,000Net Assets 2017: $5,329,0782017Assets 2018: $5,622,893Liabilities 2018: $0Net Assets 2018: $5,622,8932018Assets 2019: $5,719,161Liabilities 2019: $2,771Net Assets 2019: $5,716,3902019Assets 2020: $5,890,712Liabilities 2020: $8,543Net Assets 2020: $5,882,1692020Assets 2021: $7,324,379Liabilities 2021: $8,082Net Assets 2021: $7,316,2972021Assets 2022: $7,010,594Liabilities 2022: $0Net Assets 2022: $7,010,5942022Assets 2023: $6,476,438Liabilities 2023: $0Net Assets 2023: $6,476,4382023Assets 2024: $7,453,894Liabilities 2024: $0Net Assets 2024: $7,453,8942024

Highlighted filing

2016

Assets$4,985,354
Liabilities$29,500
Net Assets$4,955,854
Open 2016 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: $79,101Expenses 2012: $49,907Net Income 2012: $29,1942012Revenue 2013: $132,327Expenses 2013: $56,228Net Income 2013: $76,0992013Revenue 2014: $167,481Expenses 2014: $191,172Net Income 2014: -$23,6912014Revenue 2015: $234,745Expenses 2015: $534,114Net Income 2015: -$299,3692015Revenue 2016: $273,250Expenses 2016: $140,782Net Income 2016: $132,4682016Revenue 2017: $136,315Expenses 2017: $201,137Net Income 2017: -$64,8222017Revenue 2018: $272,517Expenses 2018: $263,730Net Income 2018: $8,7872018Revenue 2019: $329,930Expenses 2019: $327,506Net Income 2019: $2,4242019Revenue 2020: $326,045Expenses 2020: $432,411Net Income 2020: -$106,3662020Revenue 2021: $510,617Expenses 2021: $471,071Net Income 2021: $39,5462021Revenue 2022: $160,929Expenses 2022: $479,327Net Income 2022: -$318,3982022Revenue 2023: $177,012Expenses 2023: $540,988Net Income 2023: -$363,9762023Revenue 2024: $314,788Expenses 2024: $483,334Net Income 2024: -$168,5462024

Highlighted filing

2016

Revenue$273,250
Expenses$140,782
Net Income$132,468
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Jan 30, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN H BARRPresident-$0--
SHERWOOD C CHILLINGWORTHExec V P-$0--
THOMAS R CAPEHARTV P-$0--
RICK M ARTHURV P-$0--
RICHARD MANDELLAV P-$0--
WARREN B WILLIAMSONV P-$0--
ROBERT W ZAMARRIPAV P-$0--
Filing and Contact Details

Filer

Filer Name
Oak Tree Charitable Foundation
EIN
95-4506950
Phone
6267844804
Address
201 COLORADO PLACE, ARCADIA, CA 91007

Signing Officer

Name
Sherwood C Chillingworth
Title
Exec V P
Phone
6267844804
Signed
2017-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Vicenti Lloyd & Stutzman
Address
2210 E ROUTE 66 STE 100, GLENDORA, CA 91740-4676
Preparer
Timothy D Evans CPA
Phone
6268577300
Raw XML Appendix378 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05232343
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04881412
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04300617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03983988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03826658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0109045
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.158358
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0109045
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0109045
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0109045
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHERWOOD C CHILLINGWORTH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0201 COLORADO PLACE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ARCADIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091007
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06267844804
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN STATEMENT OF PURPOSE OF ORGANIZATION, HOW FUNDS WILL BE USED, COPY OF TAX EXEMPTION LETTER FROM INTERNAL REVENUE SERVICE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SHERWOOD C CHILLINGWORTH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06267844804
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0201 COLORADO PLACE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ARCADIA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd091007
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt39500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt48083
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt527000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt732135
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EQUINE HEALTH CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1JOCKEY HEALTH ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT CALIFORNIA STATE FAIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4HEALTH CARE FOR RACETRACK WORKERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5LOCAL CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7EQUINE RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AAEP FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE JOCKEY CLUB SAFETY NET FOUNDATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FRIENDS OF THE CA STATE FAIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3EDWIN J GREGSON FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CALIFORNIA THOROUGHBRED HORSEMENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ALAMEDA COUNTY FAIR ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7GRAYSON JOCKEY CLUB RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0201 COLORADO PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1201 COLORADO PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2201 COLORADO PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3201 COLORADO PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4201 COLORADO PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5201 COLORADO PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6201 COLORADO PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7201 COLORADO PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ARCADIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ARCADIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ARCADIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ARCADIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ARCADIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ARCADIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ARCADIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7ARCADIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd591007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd691007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd791007
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0109045
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0109045
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0231847
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04742
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04742
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04742
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0109045
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04742
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0118060
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0184358
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1GENERAL EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0209
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt027741
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt027741
TaxesSchedule/TaxesDetail/Amt0423
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERWOOD C CHILLINGWORTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC V P
ReturnHeader/BusinessOfficerGrp/PhoneNum06267844804
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK TREE CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OAKT
ReturnHeader/Filer/EIN0954506950
ReturnHeader/Filer/PhoneNum06267844804
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 COLORADO PLACE
ReturnHeader/Filer/USAddress/CityNm0ARCADIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091007
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952242818
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VICENTI LLOYD & STUTZMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 E ROUTE 66 STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917404676
ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY D EVANS CPA
ReturnHeader/ReturnTs02017-02-14T09:23:19-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,985,354
Liabilities
$29,500
Net assets
$4,955,854
Revenue
$273,250
Expenses
$140,782
Net income
$132,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$0.31$0.48$0.17
2023Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.18$0.54$0.36
2022Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.16$0.48$0.32
2021Detailed filing. Detailed filing data is available for this year.$7.32$0.01$7.32$0.51$0.47$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.89$0.01$5.88$0.33$0.43$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.33$0.33$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.27$0.26$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.35$0.02$5.33$0.14$0.20$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.99$0.03$4.96$0.27$0.14$0.13
2015Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.23$0.53$0.30
2014Detailed filing. Detailed filing data is available for this year.$5.12$0.03$5.09$0.17$0.19$0.02
2013Summary only. Only limited summary data is available for this year.$4.73$0.01$0.13$0.06$0.08
2012Summary only. Only limited summary data is available for this year.$4.10$0.01$0.08$0.05$0.03