David J & Mary L

Foundation · Grantmaker OAKLAND, CA EIN: 94-3180069

David J & Mary L is a private foundation, based in OAKLAND, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.4M in total assets. In 2024, it awarded 2 grants totaling $516K. Net investment income was $229K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$8.4M

+10.5% YoY

Annual Giving

$516K

-41.6% YoY

Grant Count

2

-71.4% YoY

Avg Grant Size

$258K

+104.5% YoY

Under IRS private-foundation payout rules, David J & Mary L reported a distributable amount of $389K for 2024 — the minimum it must pay out in qualifying distributions.

About David J & Mary L

Based on IRS filings

David J & Mary L is a private foundation, based in OAKLAND, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.4M in total assets. In 2024, it awarded 2 grants totaling $516K. Net investment income was $229K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

AlbanyOaklandSan FranciscoTulsaWashingtonWichita

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$249K$498K$747K$996K20202021202220232024
Metric202420232022
Total Assets$8,370,932$7,577,705$7,158,027
Revenue$235,531$120,420$416,812
Expenses$525,025$905,046$407,864
Qualifying Distributions$519,457$893,992$394,178
Net Investment Income$229,300$109,366$93,068
Distributable Amount$389,174$374,710$374,946

Giving Over Time

Total grant dollars and number of grants per year

$0$221K$441K$662K$883K5 grants20204 grants20215 grants20227 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

INDEPENDENT INSTITUTE$503KSALVATION ARMY$13K

Grant Size Distribution

23 grants across all recorded years

17<$50K2$50–100K$100–250K2$250–500K2$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Independent Institute ($503,296), Salvation Army ($12,500).

RecipientPurposeAmount
INDEPENDENT INSTITUTE OAKLAND, CAGENERAL SUPPORT$503,296
SALVATION ARMY SAN FRANCISCO, CAGENERAL SUPPORT$12,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MARY LG THEROUXTRUSTEE1

Frequently Asked Questions

How large is David J & Mary L?

As of 2024, David J & Mary L holds $8.4M in total assets with $236K in annual revenue. It awarded 2 grants totaling $516K in 2024.

Where does David J & Mary L operate?

David J & Mary L has awarded grants in California, District of Columbia, Kansas, Oklahoma.

What size grants does David J & Mary L award?

In 2024, David J & Mary L awarded 2 grants totaling $516K — an average of about $258K per grant, based on its IRS Form 990 filings.

How much is David J & Mary L required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, David J & Mary L reported a distributable amount of $389K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is David J & Mary L's EIN?

David J & Mary L's EIN (Employer Identification Number) is 94-3180069. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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