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OAK TREE, INC.

Date of last update: 21 Apr 2025. Data updated weekly.

Company Details

Entity Name: OAK TREE, INC.
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 06 Jul 2017
Business ALEI: 1243901
Annual report due: 06 Jul 2025
Business address: 249 MILBANK AVE, GREENWICH, CT, 06830, United States
Mailing address: 249 MILBANK AVENUE 249 MILBANK AVENUE, GREENWICH, CT, United States, 06830
ZIP code: 06830
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: DBryant@Greenwichhousing.org

Industry & Business Activity

NAICS

812990 All Other Personal Services

This industry comprises establishments primarily engaged in providing personal services (except personal care services, death care services, drycleaning and laundry services, pet care services, photofinishing services, or parking space and/or valet parking services). Learn more at the U.S. Census Bureau

Agent

Name Role Business address Phone E-Mail Residence address
ANTHONY L JOHNSON Agent 249 MILBANK AVE, GREENWICH, CT, 06830, United States +1 203-869-1138 DBryant@Greenwichhousing.org 20 BROOKSIDE DRIVE, GREENWICH, CT, 06830, United States

Officer

Name Role Business address Residence address
DERRICK BRYANT Officer 249 MILBANK AVE, GREENWICH, CT, 06830, United States 249 MILBANK AVE, GREENWICH, CT, 06830, United States
ANTHONY L. JOHNSON Officer 249 MILBANK AVE, GREENWICH, CT, 06830, United States 20 BROOKSIDE DR #4K, GREENWICH, CT, 06830, United States
TERRY MARDULA Officer 249 MILBANK AVE, GREENWICH, CT, 06830, United States 249 MILBANK AVE, GREENWICH, CT, 06830, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012116811 2024-06-07 - Annual Report Annual Report -
BF-0011345092 2023-06-07 - Annual Report Annual Report -
BF-0010268452 2022-06-08 - Annual Report Annual Report 2022
BF-0009761170 2021-07-07 - Annual Report Annual Report -
0007332662 2021-05-12 - Annual Report Annual Report 2020
0006939162 2020-07-01 - Annual Report Annual Report 2019
0006939160 2020-07-01 - Annual Report Annual Report 2018
0005920923 2017-09-06 2017-09-06 First Report Organization and First Report -
0005898183 2017-07-28 2017-07-28 Amendment Amend -
0005880513 2017-07-06 2017-07-06 Business Formation Certificate of Incorporation -

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
38-4043459 Corporation Unconditional Exemption 249 MILBANK AVENUE, GREENWICH, CT, 06830-6667 2020-05
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 0
Income 0
Filing Requirement 990 - Required to file Form 990-N - Income less than $50,000 per year
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 0
Income Amount 0
Form 990 Revenue Amount 0
National Taxonomy of Exempt Entities Housing & Shelter: Housing Development, Construction, Management
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Auto-Revocation List

Description Organizations whose federal tax exempt status was automatically revoked for not filing a Form 990-series return or notice for three consecutive years. Important note: Just because an organization appears on this list, it does not mean the organization is currently revoked, as they may have been reinstated.
Exemption Type 501(c)(3): Religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition, or prevention of cruelty to children or animals organizations
Revocation Date 2020-05-15
Revocation Posting Date 2020-08-11
Exemption Reinstatement Date 2020-05-15

Determination Letter

Final Letter(s) FinalLetter_38-4043459_OAKTREEINC_08072017.tif
FinalLetter_38-4043459_OAKTREEINC_11102020_00.tif
FinalLetter_38-4043459_OAKTREEINC_11102020.tif

Form 990-N (e-Postcard)

Organization Name OAK TREE INC
EIN 38-4043459
Tax Year 2023
Beginning of tax period 2023-01-01
End of tax period 2023-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 249 MILBANK AVENUE, GREENWICH, CT, 06830, US
Principal Officer's Name DERRICK BRYANT
Principal Officer's Address 249 MILBANK AVENUE, GREENWICH, CT, 06830, US
Website URL N/A
Organization Name OAK TREE INC
EIN 38-4043459
Tax Year 2022
Beginning of tax period 2022-01-01
End of tax period 2022-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 249 MILBANK AVENUE, GREENWICH, CT, 06830, US
Principal Officer's Name DERRICK BRYANT
Principal Officer's Address 249 MILBANK AVENUE, GREENWICH, CT, 06830, US
Website URL N/A
Organization Name OAK TREE INC
EIN 38-4043459
Tax Year 2021
Beginning of tax period 2021-01-01
End of tax period 2021-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 249 MILBANK AVENUE, GREENWICH, CT, 06830, US
Principal Officer's Name DERRICK BRYANT
Principal Officer's Address 249 MILBANK AVENUE, GREENWICH, CT, 06830, US
Website URL N/A
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Sources: Company Profile on Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information