AUMdb

Oak Tree Charitable Foundation

EIN 954506950 · 501(c)(3) · Private foundation · Arcadia, CA · recognized 1995

Assets
$7.5M
Revenue
$315K
Expenses
$483K
Investment income
$253K

Form 990 fiscal year ended 05/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Rick M Arthur President/vp/asst. secretary $0 $0
Richard Mandella Vp $0 $0
Thomas R Capehart Vp/secretary $0 $0
Bo Hirsch Term Start 224 Director & vp $0 $0