FundersTennessee

The Oak Tree Charitable Trust

Gallatin, TN · EIN 81-4858429. Reported 59 grants totalling $111,250 to 31 organizations across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$1,000median grant
$111,250granted, 2021-2024
31organizations funded
62%of grantees funded again the next year
$632,494assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. The Oak Tree Charitable Trust did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $1,000. Half of everything it gave fell between $500 and $2,000; the smallest was $250 and the largest $10,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

Under $1,000
24 grants
$1,000 - $5,000
27 grants
$5,000 - $10,000
6 grants
$10,000 - $25,000
2 grants

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
The Southern Environmental Law CentNashville, TN$21,000442024
The Community Foundation of MiddleNashville, TN$10,000112023
The Trust for Virgin Islands LandsChristiansted V, VI$10,000112024
The Trust for Virgin IslandsChristiansted, VI$8,000222022
The Trust for Vigrin IslandsChristiansted, VI$7,000112023
Tn Conservation VotersNashville, TN$6,000222022
The Gallatin Shalom ZoneGallatin, TN$5,750332023
Good Leaf Educaiotn Association IncSt Thomas, VI$5,000112024
Shalom ZoneGallatin, TN$4,500112024
Room at the InnNashville, TN$3,500332023
The Salvus CenterGallatin, TN$3,500442024
Electronic Frontier FoundationSan Francisco, CA$3,000442024
The Land Trust for TennesseeNashville, TN$3,000222024
Sumner County MuseumGallatin, TN$2,250332024
Cragfont Historic HomeCastalian Springs, TN$2,000442024
Habitat for HumanityGallatin, TN$2,000332024
Historic RosemontGallatin, TN$2,000222024
Larkspur Conservation at Taylor HolNashville, TN$2,000112024
Thistle FarmsNashville, TN$2,000222024
Tenngreen Land ConservancyNashville, TN$1,750222024
Room in the InnNashville, TN$1,500112024
Homesafe - Sumner CountyGallatin, TN$1,000222024
Bledsoe Lick Historic AssociationCastalian Springs, TN$500112024
Bledsoe's Lick Historical AssociatiCastalian Springs, TN$500112023
Friends of Bridal HouseGallatin, TN$500112022
Historic Rose MontGallatin, TN$500222022
My Brother's WorkshopSt Thomas, VI$500112021
Nashville Children's TheatreNashville, TN$500112023
Nashville Childrens TheatreNashville, TN$500112024
Nashville Rescue MissionNashville, TN$500112023
Preservation Foundation of Sumner CGallatin, TN$500112023

16 of 31 (52%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 62%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is about typical. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the recipient's own IRS classification, for the 17 grants where we could identify the organization. These are assigned categories, not our guesses.

Arts & Culture
5 grants
Community Improvement
4 grants
Environment
3 grants
Recreation & Sports
2 grants
Housing & Shelter
1 grant
Philanthropy & Grantmaking
1 grant
Health Care
1 grant

Giving by year

Tax yearGrantsTotalMedian grant
202110$17,500$1,000
202213$19,750$1,000
202318$35,000$875
202418$39,000$1,000

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

Foundations concentrate geographically far more than their mission statements suggest. 70% of this one's giving went to organizations in Tennessee. If you are outside its footprint, that matters more than how well your programme fits.

Tennessee
$78K
VI
$30K
California
$3K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

The Community Foundation of Middle8 shared recipientsFidelity Investments Charitable Gift Fund8 shared recipientsAmerican Endowment Foundation7 shared recipientsDonor Advised Charitable Giving Inc7 shared recipientsVanguard Charitable Endowment Program7 shared recipientsThe Frist Foundation6 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $1,000. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in Tennessee.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Where these numbers come from

Everything above is taken from The Oak Tree Charitable Trust's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: 335 W Main Street Ste M, Gallatin, TN, 37066. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 81-4858429 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

Is something here wrong about your foundation? Email hello@funderscope.com and we will correct it.