Mary Oakley Foundation Inc
- Assets
- $16.4m
- Revenue
- $321.5k
- Investments
- $14.9m
- Employees
- 0
- Location
- Thousand Oaks, CA
- Founding
- 11/1995
- Data as of
- 12/2021
- EIN
- 77-0391113
Organization Overview
Mary Oakley Foundation Inc is located in Thousand Oaks, CA. The organization was established in 1995. According to its NTEE Classification (T99) the organization is classified as: Philanthropy, Voluntarism & Grantmaking Foundations N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Mary Oakley Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Mary Oakley Foundation Inc generated $321.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (10.9%) each year. All expenses for the organization totaled $1.1m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Mary Oakley Foundation Inc has awarded 30 individual grants totaling $3,092,033. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William C Stivelman M D Chairman/ceo | 12 | $0 | |
John S Moore Director/vice Pres./cfo/treas. | 2 | $0 | |
Dylan A Gans Director/secretary | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $506,504 |
| Dividends & Interest | $0 |
| Net Rental Income | $192,000 |
| Net Gain on Sale of Assets | -$370,623 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$6,410 |
| Total Revenue | $321,471 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $110,200 |
| Depreciation | $5,085 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $216 |
| Printing and publications | $0 |
| Other expenses | $19,113 |
| Total operating and administrative expenses | $173,312 |
| Contributions, gifts, grants paid | $972,254 |
| Total expenses and disbursements | $1,145,566 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $522,227 |
| Savings and temporary cash investments | $430,938 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $433,799 |
| Investments—mortgage loans | $0 |
| Investments—other | $14,933,850 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $50,975 |
| Total assets | $16,373,002 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Mary Oakley Foundation Inc has awarded $972,254 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION PURPOSE: TO SUPPORT THE ENDOWED CHAIR IN AGEING AND NEURODEGENERATIVE DISEASE | $666,667 |
Santa Barbara, CA PURPOSE: PROVIDE FUNDS FOR ADULT DAYCARE | $140,000 |
ALZHEIMER'S ASSOCIATION PURPOSE: RESPITE CARE, FAMILY SERVICES AND MEDICAL RESEARCH | $126,477 |
ABOVE ALL CARE LLC PURPOSE: RESIDENTIAL CARE GRANTS FOR VARIOUS INDIGENT INDIVIDUALS. SEE GRANT REQUIREMENTS ON STATEMENT 20 | $39,110 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Neighborhood Partnerships Inc Portland, OR | $30,268,238 | $16,325,065 |
Coalition Of Homeless Services Providers Seaside, CA | $4,824,470 | $13,798,349 |
Applied Materials Foundation Santa Clara, CA | $3,893,946 | $2,033,120 |
Cal Poly Pomona Philanthropic Foundation Pomona, CA | $212,751,456 | $20,250,176 |
Intuitive Foundation Sunnyvale, CA | $66,087,520 | $30,041,225 |
Cal State Fullerton Philanthropic Foundation Fullerton, CA | $185,411,080 | $61,222,330 |
The Center For Common Concerns Inc San Francisco, CA | $4,578,561 | $9,221,724 |
Lacentra-Sumerlin Foundation Santa Barbara, CA | $23,655,418 | $9,034,857 |
Nevada H A N D Inc Las Vegas, NV | $77,122,058 | $13,558,861 |
Los Angeles Brotherhood Crusade - Black United Fund Inc Los Angeles, CA | $11,518,152 | $7,122,704 |
Ninos Latinos Unidos Foster Family Agency Bellflower, CA | $3,255,645 | $6,207,449 |
Earn Inc San Francisco, CA | $4,666,013 | $6,096,745 |