Oak Rose Fund

Analysis

Oak Rose Fund is a registered charity in United States, based in Greenwood VLG, CO. It received its IRS tax-exemption ruling in May 2022, 4 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Oak Rose Fund reported income of $811k and spending of $402k, leaving 50% of income unspent that year. Across the 2 years on record, from December 2022 to December 2023, income grew from $269k to $811k (+201%), an average of +201% a year. The sharpest change came in the year to December 2023, when income rose by 201%. Over the whole period it spent 48% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Oak Rose Fund sits at the 73rd percentile: it is larger than about 73% of them. Against every charity in United States with reported income it ranks in the 77th percentile, and in the 75th percentile within CO. Charities of a similar size with the same main cause include Holl Trust a Macalester College ($811k), Birch Grove Community School ($811k) and One Room School ($810k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 100% of the total. At year end it held assets of $575k against liabilities of $11k, net assets of $563k.