David J & Mary L
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.
Ready to take the next step with David J & Mary L?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
23 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Independent Institute ($503,296), Salvation Army ($12,500).
| Recipient | Purpose | Amount |
|---|---|---|
| INDEPENDENT INSTITUTE OAKLAND, CA | GENERAL SUPPORT | $503,296 |
| SALVATION ARMY SAN FRANCISCO, CA | GENERAL SUPPORT | $12,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARY LG THEROUX | TRUSTEE | 1 | — |
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.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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