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EIN 81-4858429

The Oak Tree Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Gallatin
State
Tennessee
Year formed
2017
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Oak Tree Charitable Trust is a private foundation in Gallatin, TN, which was founded in 2017 and most recently had $232,672 in revenue and no employees.
Total revenues
$232,672
2023
Total expenses
$40,267
2023
Total assets
$609,372
2023
Num. employees
0
2023

Grants made by The Oak Tree Charitable Trust

GranteeGrant descriptionAmount
Community Foundation of Middle Tennessee (CFMT)Connecting Others To Charitable Orga$10,000
Gallatin Shalom ZoneEmpower & Enrich Diverse Communities$2,500
Thistle FarmsHelping Women Survivors Recover and$1,000
...and 8 more grants made

Personnel at The Oak Tree Charitable Trust

NameTitleCompensation
Michelle E HaynesChairman$0

Financials for The Oak Tree Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$200,000
Investment income and dividends$6,122
Net rental income$22,073
Net gain from sale of non-inventory assets$0
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$232,672

Form 990s for The Oak Tree Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-08990PFView PDF
2022-122023-02-21990PFView PDF
2021-122022-05-16990PFView PDF
2020-122021-08-23990PFView PDF
2019-122020-09-09990PRView PDF
...and 4 more Form 990s
Data update history
May 17, 2024
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 19, 2023
Posted financials
Added Form 990PF for fiscal year 2022
August 2, 2022
Posted financials
Added Form 990PF for fiscal year 2020
August 19, 2021
Posted financials
Added Form 990R for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
335 Nashville Pike M
Gallatin, TN 37066
Metro area
Nashville-Davidson--Murfreesboro--Franklin, TN
County
Sumner County, TN
Phone
(340) 643-2273
IRS details
EIN
81-4858429
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2017
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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