Cause IQ vendor profile

Oak Tree Holdings LLC


Oak Tree Holdings LLC is a firm that provides tax accounting to nonprofit clients. They primarily provide their services regionally, with most clients in Ohio and South Carolina (although they are present in other states as well).

Most Oak Tree Holdings LLC clients are grantmaking foundations with revenues ranging from $6,016 to $88,844.

Primary location:
Valley City, OH
Clients in:
OH
Identified clients:
5
Avg client size:
$12 thou revenue
Median client size:
$6.6 thou revenue

Oak Tree Holdings LLC client list

  Name Type Location
1 The Jochum-Moll Foundation 501(c)(3) Cleveland, OH
2 The C&S Family Foundation 501(c)(3) Valley City, OH
3 Darrell Moll Foundation 501(c)(3) Cleveland, OH
4 Carol and Gordon Manning Family Foundation 501(c)(3) Daniel Island, SC
5 The Roberts-Moll Foundation 501(c)(3) Valley City, OH

Oak Tree Holdings LLC competitors

Competitors to Oak Tree Holdings LLC in the nonprofit sector include Allied Tax Planners, Jeroyaf Services, Jimmy J Chen and Associates Inc, Montecito Financial Services Inc, Mostafa M Afr PHD CPA PC, Chou and CCH Accountancy Corporation, Hirschfeld and Co CPA, Abest Tax Services Inc, Professional Business Advisors LLC, and Saicedar LLC.

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