Oak Tree Charitable Foundation

California
Registered In
10/18/1994
Incorp. Date

Company Summary

Oak Tree Charitable Foundation at 201 Colorado Pl, Arcadia, Ca 91007 lists John H Barr and Thomas R Capehart of Arcadia, CA as the associates.

Overview

Registered In
California
Incorporation Date
Company Type
Nonprofit Corporation - Ca - Public Benefit
Status
Active
Registration Type
Domestic
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People

Jan Hunt Individual Agent
201 COLORADO PL, ARCADIA, CA 91007
John H Barr CEO
201 COLORADO PL, ARCADIA, CA 91007
Thomas R Capehart Chief Financial Officer
201 COLORADO PL, ARCADIA, CA 91007
Thomas R Capehart Secretary
201 COLORADO PL, ARCADIA, CA 91007
Showing current associates only (4 of 7 total associates). Create a free account to see the full associate history

Map & Locations

201 COLORADO PL, ARCADIA, CA 91007 (Mailing) View Map

Financials

Financial Information for Oak Tree Charitable Foundation

Form 5500

OAK TREE CHARITABLE FOUNDATION

201 Colorado Pl, Arcadia, Ca 91007 (626) 784-4802 EIN:95-4506950 Plan Admin:Edward Rojas
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameOAK TREE CHARITABLE FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$216,443 / $267,226 2023 OAK TREE CHARITABLE FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 1 / 1 $216,443 / $267,226
2022 Plan NameOAK TREE CHARITABLE FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$224,894 / $216,443 2022 OAK TREE CHARITABLE FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 1 / 1 $224,894 / $216,443
2021 Plan NameOAK TREE CHARITABLE FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$40,392 / $224,894 2021 OAK TREE CHARITABLE FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 1 / 1 $40,392 / $224,894
2020 Plan NameOAK TREE CHARITABLE FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$14,585 / $40,392 2020 OAK TREE CHARITABLE FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 1 / 1 $14,585 / $40,392
2019 Plan NameOAK TREE CHARITABLE FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$0 / $14,585 2019 OAK TREE CHARITABLE FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 1 / 1 $0 / $14,585
Benefit & Retirement Plans based on Form 5500.
Form 990

OAK TREE CHARITABLE FOUNDATION

201 Colorado Pl, Arcadia, Ca 91007-2604 EIN:95-4506950 Deductibility:Contributions are deductible Classification:Charitable Organization Type:Private Grantmaking Foundations
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps Contributions$0 Revenue$160,929 Expenses$479,327 Assets EOY$7,010,594 Liabilities$1 2022 $0 $160,929 $479,327 $7,010,594 $1
2021 # of Emps Contributions$0 Revenue$510,617 Expenses$471,071 Assets EOY$7,324,379 Liabilities$8,082 2021 $0 $510,617 $471,071 $7,324,379 $8,082
2020 # of Emps Contributions$0 Revenue$326,045 Expenses$432,411 Assets EOY$5,890,712 Liabilities$8,543 2020 $0 $326,045 $432,411 $5,890,712 $8,543
2019 # of Emps Contributions$0 Revenue$329,930 Expenses$327,506 Assets EOY$5,719,161 Liabilities$2,771 2019 $0 $329,930 $327,506 $5,719,161 $2,771
Tax Returns based on Form 990 & 990N.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • Internal Revenue Service
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