Mary Oakley Foundation Inc
- Assets
- $14.3m
- Revenue
- $552.4k
- Investments
- $13.6m
- Employees
- 0
- Location
- Thousand Oaks, CA
- Founding
- 11/1995
- Data as of
- 12/2023
- 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 12/2023, Mary Oakley Foundation Inc generated $552.4k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (2.6%) each year. All expenses for the organization totaled $973.3k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Mary Oakley Foundation Inc has awarded 50 individual grants totaling $5,303,818. 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
2023
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 MD Ceo/medical Director | 12 | $0 | |
David Troxel MPH Vice President | 2 | $0 | |
Dylan A Gans Secretary | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $530,363 |
| Net Rental Income | $186,915 |
| Net Gain on Sale of Assets | -$165,031 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$4,944 |
| Total Revenue | $552,388 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $10,678 |
| Depreciation | $5,085 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $820 |
| Printing and publications | $130 |
| Other expenses | $20,007 |
| Total operating and administrative expenses | $53,269 |
| Contributions, gifts, grants paid | $920,000 |
| Total expenses and disbursements | $973,269 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $306,778 |
| Savings and temporary cash investments | $13,128 |
| 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 | $423,629 |
| Investments—mortgage loans | $0 |
| Investments—other | $127,248 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $42,237 |
| Total assets | $14,344,873 |
| 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 $920,000 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
THE DOHENY EYE INSTITUTE PURPOSE: GENERAL SUPPORT | $85,000 |
UCSF FOUNDATION PURPOSE: GENERAL SUPPORT | $535,000 |
ALZHEIMER'S DISEASE INTERNATIONAL PURPOSE: GENERAL SUPPORT | $100,000 |
LOMPOC VALLEY HAVEN PURPOSE: GENERAL SUPPORT | $35,000 |
FRIENDSHIP CENTER ADULT DAY CARE SERVICES PURPOSE: GENERAL SUPPORT | $165,000 |