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    3. Oak Tree Charitable Foundation

    Oak Tree Charitable Foundation

    ActivoPhilanthropy & Voluntarism
    ARCADIA, CA6267844804EIN: 95-45069503 declaraciones registradas

    About Oak Tree Charitable Foundation

    Oak Tree Charitable Foundation concentrates its giving on the California thoroughbred and equine community, funding veterinary research, racehorse retirement/rehabilitation, and medical care for horses alongside worker-focused supports for backstretch employees and industry families. The foundation also funds human services tied to that community — notably substance abuse counseling and cancer support — and directs most grants to local California organizations and institutions connected to the horse‑racing ecosystem. Its approach blends multi‑year or repeat support for core equine and worker‑support organizations with several sizable single grants to university research programs.

    Focus Areas

    Racehorse health and veterinary research (e.g., UC Davis racehorse safety research, Grayson‑Jockey Club)Thoroughbred retirement, rehabilitation and retraining programs (e.g., CARMA, Southern California Equine Foundation)Backstretch and horse-racing worker support (meals, emergency aid, workforce assistance; e.g., Edwin J. Gregson Foundation, California Thoroughbred Horsemen's Foundation)Substance abuse counseling for racing community members (e.g., Winners Foundation)Cancer support services for families in the greater Pasadena/Southern California community (e.g., Cancer Support Community Pasadena)

    Who They Fund

    About Oak Tree Charitable Foundation

    Oak Tree Charitable Foundation’s recent giving is anchored in the California thoroughbred and equine ecosystem, with repeated support for horse health research, racehorse retirement and rehabilitation, and services for the people who work in the industry. A defining part of the portfolio is its ongoing funding for equine research organizations, including Grayson-Jockey Club Research Foundation and UC Davis veterinary programs, alongside direct support for racehorse care through Southern California Equine Foundation and CARMA. The foundation also makes regular grants for worker support and counseling, reflecting a concern for the backstretch workforce and racing community families. In the recent grants list, Edwin J Gregson Foundation received $105,000 to support workers in the California horse racing industry, while Cancer Support Community Pasadena received $100,000 to provide support to families and communities impacted by cancer. The pattern shows a funder that combines research, animal welfare, and human services within a tightly defined regional context. Many of the largest grants go to organizations in California, especially those tied to Arcadia, Pasadena, and Davis, but the foundation also supports a small set of national equine organizations connected to racing health and safety.

    What Oak Tree Charitable Foundation Funds

    In equine health research, the foundation gave $85,000 to Grayson-Jockey Club Research Foundation for research to promote equine health and welfare, and $50,000 to UC Davis Foundation Co School of Veterinary Medicine. It also backed racehorse safety work with $50,000 to Uc Davis Foundation for research to promote racehorse health and safety. For rehabilitation and retirement, Oak Tree Charitable Foundation awarded $35,000 to Carma in 2024 and another $35,000 in 2025 to support rehabilitation, training and retirement for California-raced Thoroughbred horses. A separate $50,000 grant to Southern California Equine Foundation supported medical care for horses. The foundation also funds human supports tied to racing. It gave $50,000 in three consecutive years to Winners Foundation for substance abuse counseling, and $42,500 to California Thoroughbred Horsemen's Foundation for the Del Mar Thoroughbred Club summer program providing meals to backstretch horse care employees. Cancer Support Community Pasadena received grants for support to families and communities impacted by cancer.

    How Oak Tree Charitable Foundation Gives

    Financial Snapshot

    Annual Giving

    $1M

    Total Assets

    $7.5M

    Total Revenue

    $315K

    Total Expenses

    $483K

    Typical Grant Size

    Most grants fall between $4K and $50K, with a median of $28K.

    25th Percentile

    $4K

    Median

    $28K

    75th Percentile

    $50K

    Geographic Reach

    Regional4 states funded

    About 55% of grants go to recipients in CA.

    Intensidad de financiamiento
    Baja
    Alta
    Sede

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    Política de privacidadTérminos de servicioEstado del sistema
    California horse racing industry workers / backstretch employeesCalifornia-raced Thoroughbred horsesfamilies and communities affected by cancerwomen in horse racing / industry conference participants

    Giving Approach

    Concentrated, mid‑to‑large grants largely focused on a small set of recurring grantees in the California thoroughbred ecosystem; funding mixes institutional research gifts (universities and industry research foundations) with program support for industry worker welfare and animal retirement/rehab programs.

    Funding Style

    direct service / program grantsresearch fundingevent sponsorshiporganizational / general support

    Notable grantees: Grayson‑Jockey Club Research Foundation, Winners Foundation, Edwin J. Gregson Foundation, CARMA (California retirement/retraining programs), UC Davis (veterinary/racehorse safety research)

    Topics

    equine health and welfare researchracehorse anti-doping and safety researchthoroughbred rehabilitation, retraining, retirement and rehomingworker welfare in horse racing (backstretch employees) including meal programssubstance abuse counseling for industry workerssupport for families and communities impacted by cancer

    Typical grant sizes cluster around a median of $27,500, with a first quartile of $3,750 and a third quartile of $50,000. The portfolio includes both recurring and one-off grants: Winners Foundation appears in 2023, 2024, and 2025 at $50,000 each year, and several equine-health grantees also recur across multiple years. The foundation does not fund individuals and does not make program-related investments. Its recent grants suggest a pattern of direct program support and general support, with repeated awards to a core set of California-based organizations rather than a broad, one-time-only cycle.

    Where Oak Tree Charitable Foundation Makes Grants

    Giving is heavily California-centered: 55% of grants go to recipients in the foundation’s headquarters state. Arcadia appears frequently, including several horse-industry and worker-support grantees, while Pasadena and Davis are also recurring recipient cities. Outside California, the main recipient locations are Lexington, Kentucky, and Lexington, Kansas, both tied to equine research and racing oversight organizations. All recent grants in the dataset go to U.S. recipients.

    Frequently Asked Questions About Oak Tree Charitable Foundation

    What kinds of organizations does Oak Tree Charitable Foundation support?

    Its grants center on the California thoroughbred and equine community. Recent awards supported equine health research, horse retirement and rehabilitation, backstretch worker meals and support, substance abuse counseling, and cancer support services for families and communities in Southern California.

    What is the foundation’s typical grant size?

    The recent grant distribution shows a p25 of $3,750, a median of $27,500, and a p75 of $50,000. That range reflects a mix of smaller support grants and repeated larger awards to core organizations.

    Does Oak Tree Charitable Foundation give recurring grants?

    Yes. Winners Foundation received $50,000 in 2023, 2024, and 2025 for substance abuse counseling. CARMA also received grants in 2023, 2024, and 2025 for rehabilitation, training and retirement for California-raced Thoroughbred horses.

    Where does the foundation give most often?

    California is the primary grant destination, with 55% of grants going to recipients in that state. Recent recipient cities include Arcadia, Pasadena, and Davis, with additional grants to organizations in Lexington, Kentucky and Lexington, Kansas.

    Does Oak Tree Charitable Foundation fund individuals or make program-related investments?

    No. The foundation does not fund individuals and does not make program-related investments, based on the profile data provided.

    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    UC DAVIS FOUNDATION CO SCHOOL OF VETERINARY MEDICINEDAVIS, CA$50,0002025TO SUPPORT THE FOUNDATION
    WINNERS FOUNDATIONARCADIA, CA$50,0002025SUBSTANCE ABUSE COUNSELING
    CANCER SUPPORT COMMUNITY PASADENAPASADENA, CA$50,0002025PROVIDING SUPPORT TO FAMILIES AND COMMUNITIES IMPACTED BY CANCER
    GRAYSON-JOCKEY CLUB RESEARCH FOUNDATIONLEXINGTON, KY$50,0002025SUPPORT RESEARCH TO PROMOTE EQUINE HEALTH AND WELFARE.
    CALIFORNIA THOROUGHBRED HORSEMEN'S FOUNDATIONARCADIA, CA$42,5002025TO SUPPORT THE DEL MAR THOROUGHBRED CLUB SUMMER PROGRAM PROVIDING MEALS TO BACKSTRETCH HORSE CARE EMPLOYEES.
    CARMAARCADIA, CA$35,0002025SUPPORT REHABILITATION, TRAINING AND RETIREMENT FOR CALIFORNIA-RACED THROUGHBRED HORSES.
    RACING MEDICATION TESTING CONSORTIUMLEXINGTON, KS$27,5002025SUPPORT ANTI-DOPING RESEARCH FOR HORSE RACING.
    THE JOCKEY CLUB SAFETY NET FOUNDATIONNEW YORK, NY$5,0002025TO SUPPORT THE FOUNDATION
    RACING OFFICIALS ACCREDITATION PROGRAMLEXINGTON, KY$2,5002025IMPROVING HORSE HEALTH AND WELL BEING
    EQUINE DISEASE COMMUNICATION CENTERLEXINGTON, KY$2,5002025TO SUPPORT THE FOUNDATION
    EDWIN J GREGSON FOUNDATIONARCADIA, CA$105,0002024SUPPORT WORKERS IN THE CALIFORNIA HORSE RACING INDUSTRY
    CANCER SUPPORT COMMUNITY PASADENAPASADENA, CA$100,0002024PROVIDING SUPPORT TO FAMILIES AND COMMUNITIES IMPACTED BY CANCER
    GRAYSON-JOCKEY CLUB RESEARCH FOUNDATIONLEXINGTON, KY$50,0002024SUPPORT RESEARCH TO PROMOTE EQUINE HEALTH AND WELFARE.
    WINNERS FOUNDATIONARCADIA, CA$50,0002024SUBSTANCE ABUSE COUNSELING
    CARMAARCADIA, CA$35,0002024SUPPORT REHABILITATION, TRAINING AND RETIREMENT FOR CALIFORNIA-RACED THROUGHBRED HORSES.
    CALIF THOROUGHBRED HORSEMEN'S FOUNDATIONARCADIA, CA$25,0002024TO SUPPORT THE DEL MAR THOROUGHBRED CLUB SUMMER PROGRAM PROVIDING MEALS TO BACKSTRETCH HORSE CARE EMPLOYEES.
    AAEP FOUNDATION DBATHE FOUNDATION FOR THE HORSELEXINGTON, KY$2,5002024IMPROVING HORSE HEALTH AND WELL BEING
    RACING MEDICATION TESTING CONSORTIUMLEXINGTON, KS$2,5002024SUPPORT ANTI-DOPING RESEARCH FOR HORSE RACING.
    RACING OFFICIALS ACCREDITATION PROGRAMLEXINGTON, KY$2,5002024IMPROVING HORSE HEALTH AND WELL BEING
    HORSE RACING WOMEN'S SUMMITBEVERLY HILLS, CA$2,0002024TO SUPPORT THE 2022 HORSE RACING WOMEN'S SUMMIT LUNCHEON.
    GRAYSON-JOCKEY CLUB RESEARCH FOUNDATIONLEXINGTON, KY$85,0002023SUPPORT RESEARCH TO PROMOTE EQUINE HEALTH AND WELFARE.
    WINNERS FOUNDATIONARCADIA, CA$50,0002023SUBSTANCE ABUSE COUNSELING
    UC DAVIS FOUNDATIONDAVIS, CA$50,0002023SUPPORT RESEARCH TO PROMOTE RACEHORSE HEALTH AND SAFETY.
    SOUTHERN CALIFORNIA EQUINE FOUNDATIONARCADIA, CA$50,0002023PROMOTE MEDICAL CARE FOR HORSES
    RACING MEDICATION TESTING CONSORTIUMLEXINGTON, KS$27,5002023SUPPORT ANTI-DOPING RESEARCH FOR HORSE RACING.
    CANCER SUPPORT COMMUNITY PASADENAPASADENA, CA$20,0002023PROVIDING SUPPORT TO FAMILIES AND COMMUNITIES IMPACTED BY CANCER
    EDWIN J GREGSON FOUNDATIONARCADIA, CA$15,7502023SUPPORT WORKERS IN THE CALIFORNIA HORSE RACING INDUSTRY
    CARMAARCADIA, CA$10,0002023SUPPORT REHABILITATION, TRAINING AND RETIREMENT FOR CALIFORNIA-RACED THROUGHBRED HORSES.
    THOROUGHBRED CHARITIES OF AMERICALEXINGTON, KY$5,0002023THOROUGHBRED HORSES REHABILITATION, RETRAINING, AND REHOMING
    AAEP FOUNDATION DBATHE FOUNDATION FOR THE HORSELEXINGTON, KY$2,5002023IMPROVING HORSE HEALTH AND WELL BEING
    RACING OFFICIALS ACCREDITATION PROGRAMLEXINGTON, KY$2,5002023IMPROVING HORSE HEALTH AND WELL BEING

    UC DAVIS FOUNDATION CO SCHOOL OF VETERINARY MEDICINE

    $50,000
    DAVIS, CA2025

    TO SUPPORT THE FOUNDATION

    WINNERS FOUNDATION

    $50,000
    ARCADIA, CA2025

    SUBSTANCE ABUSE COUNSELING

    CANCER SUPPORT COMMUNITY PASADENA

    $50,000
    PASADENA, CA2025

    PROVIDING SUPPORT TO FAMILIES AND COMMUNITIES IMPACTED BY CANCER

    GRAYSON-JOCKEY CLUB RESEARCH FOUNDATION

    $50,000
    LEXINGTON, KY2025

    SUPPORT RESEARCH TO PROMOTE EQUINE HEALTH AND WELFARE.

    CALIFORNIA THOROUGHBRED HORSEMEN'S FOUNDATION

    $42,500
    ARCADIA, CA2025

    TO SUPPORT THE DEL MAR THOROUGHBRED CLUB SUMMER PROGRAM PROVIDING MEALS TO BACKSTRETCH HORSE CARE EMPLOYEES.

    CARMA

    $35,000
    ARCADIA, CA
    2025

    SUPPORT REHABILITATION, TRAINING AND RETIREMENT FOR CALIFORNIA-RACED THROUGHBRED HORSES.

    RACING MEDICATION TESTING CONSORTIUM

    $27,500
    LEXINGTON, KS2025

    SUPPORT ANTI-DOPING RESEARCH FOR HORSE RACING.

    THE JOCKEY CLUB SAFETY NET FOUNDATION

    $5,000
    NEW YORK, NY2025

    TO SUPPORT THE FOUNDATION

    RACING OFFICIALS ACCREDITATION PROGRAM

    $2,500
    LEXINGTON, KY2025

    IMPROVING HORSE HEALTH AND WELL BEING

    EQUINE DISEASE COMMUNICATION CENTER

    $2,500
    LEXINGTON, KY2025

    TO SUPPORT THE FOUNDATION

    EDWIN J GREGSON FOUNDATION

    $105,000
    ARCADIA, CA2024

    SUPPORT WORKERS IN THE CALIFORNIA HORSE RACING INDUSTRY

    CANCER SUPPORT COMMUNITY PASADENA

    $100,000
    PASADENA, CA2024

    PROVIDING SUPPORT TO FAMILIES AND COMMUNITIES IMPACTED BY CANCER

    GRAYSON-JOCKEY CLUB RESEARCH FOUNDATION

    $50,000
    LEXINGTON, KY2024

    SUPPORT RESEARCH TO PROMOTE EQUINE HEALTH AND WELFARE.

    WINNERS FOUNDATION

    $50,000
    ARCADIA, CA2024

    SUBSTANCE ABUSE COUNSELING

    CARMA

    $35,000
    ARCADIA, CA2024

    SUPPORT REHABILITATION, TRAINING AND RETIREMENT FOR CALIFORNIA-RACED THROUGHBRED HORSES.

    CALIF THOROUGHBRED HORSEMEN'S FOUNDATION

    $25,000
    ARCADIA, CA2024

    TO SUPPORT THE DEL MAR THOROUGHBRED CLUB SUMMER PROGRAM PROVIDING MEALS TO BACKSTRETCH HORSE CARE EMPLOYEES.

    AAEP FOUNDATION DBATHE FOUNDATION FOR THE HORSE

    $2,500
    LEXINGTON, KY2024

    IMPROVING HORSE HEALTH AND WELL BEING

    RACING MEDICATION TESTING CONSORTIUM

    $2,500
    LEXINGTON, KS2024

    SUPPORT ANTI-DOPING RESEARCH FOR HORSE RACING.

    RACING OFFICIALS ACCREDITATION PROGRAM

    $2,500
    LEXINGTON, KY2024

    IMPROVING HORSE HEALTH AND WELL BEING

    HORSE RACING WOMEN'S SUMMIT

    $2,000
    BEVERLY HILLS, CA2024

    TO SUPPORT THE 2022 HORSE RACING WOMEN'S SUMMIT LUNCHEON.

    GRAYSON-JOCKEY CLUB RESEARCH FOUNDATION

    $85,000
    LEXINGTON, KY2023

    SUPPORT RESEARCH TO PROMOTE EQUINE HEALTH AND WELFARE.

    WINNERS FOUNDATION

    $50,000
    ARCADIA, CA2023

    SUBSTANCE ABUSE COUNSELING

    UC DAVIS FOUNDATION

    $50,000
    DAVIS, CA2023

    SUPPORT RESEARCH TO PROMOTE RACEHORSE HEALTH AND SAFETY.

    SOUTHERN CALIFORNIA EQUINE FOUNDATION

    $50,000
    ARCADIA, CA2023

    PROMOTE MEDICAL CARE FOR HORSES

    RACING MEDICATION TESTING CONSORTIUM

    $27,500
    LEXINGTON, KS2023

    SUPPORT ANTI-DOPING RESEARCH FOR HORSE RACING.

    CANCER SUPPORT COMMUNITY PASADENA

    $20,000
    PASADENA, CA2023

    PROVIDING SUPPORT TO FAMILIES AND COMMUNITIES IMPACTED BY CANCER

    EDWIN J GREGSON FOUNDATION

    $15,750
    ARCADIA, CA2023

    SUPPORT WORKERS IN THE CALIFORNIA HORSE RACING INDUSTRY

    CARMA

    $10,000
    ARCADIA, CA2023

    SUPPORT REHABILITATION, TRAINING AND RETIREMENT FOR CALIFORNIA-RACED THROUGHBRED HORSES.

    THOROUGHBRED CHARITIES OF AMERICA

    $5,000
    LEXINGTON, KY2023

    THOROUGHBRED HORSES REHABILITATION, RETRAINING, AND REHOMING

    AAEP FOUNDATION DBATHE FOUNDATION FOR THE HORSE

    $2,500
    LEXINGTON, KY2023

    IMPROVING HORSE HEALTH AND WELL BEING

    RACING OFFICIALS ACCREDITATION PROGRAM

    $2,500
    LEXINGTON, KY2023

    IMPROVING HORSE HEALTH AND WELL BEING