Oakie Charitable Foundation Trust
Oakie Charitable Foundation Trust is a private foundation, based in OXNARD, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 11 grants totaling $175K. Net investment income was $174K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.7M
-0.8% YoY
Annual Giving
$175K
+13.6% YoY
Grant Count
11
+0.0% YoY
Avg Grant Size
$16K
+13.6% YoY
Under IRS private-foundation payout rules, Oakie Charitable Foundation Trust reported a distributable amount of $151K for 2024 — the minimum it must pay out in qualifying distributions.
About Oakie Charitable Foundation Trust
Based on IRS filings
Oakie Charitable Foundation Trust is a private foundation, based in OXNARD, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 11 grants totaling $175K. Net investment income was $174K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,694,066 | $2,716,824 | $2,878,061 |
| Revenue | $223,383 | $67,552 | $-47,949 |
| Expenses | $246,141 | $228,789 | $233,451 |
| Qualifying Distributions | $199,154 | $180,781 | $174,281 |
| Net Investment Income | $173,739 | $31,404 | $12,374 |
| Distributable Amount | $150,649 | $151,291 | $159,345 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
47 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Usc School of Cinematic Arts ($65,000), Rubicon Theatre Company ($31,000), Syracuse University ($27,500).
| Recipient | Purpose | Amount |
|---|---|---|
| ACADEMY OF MAGICAL ARTS LOS ANGELES, CA | PUBLIC SUPPORT OF ORGANIZATION MISSION | $11,350 |
| CINECON CLASSIC FILM FESTIVAL INC BURBANK, CA | PUBLIC SUPPORT OF ORGANIZATION MISSION | $8,000 |
| GLOBAL VARIETY ARTS EDUCATION FOUNDATION OAK PARK, CA | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| HOLLYWOOD HERITAGE MUSEUM LOS ANGELES, CA | PUBLIC SUPPORT OF ORGANIZATION MISSION | $6,000 |
| NATE'S PLACE OXNARD, CA | PUBLIC SUPPORT OF ORGANIZATION MISSION | $300 |
| RUBICON THEATRE COMPANY VENTURA, CA | PUBLIC SUPPORT OF ORGANIZATION MISSION | $31,000 |
| SYRACUSE UNIVERSITY SYRACUSE, NY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $27,500 |
| THE HOUSE OF MAGIC FOUNDATION FOR THE ARTS SANTA PAULA, CA | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| USC SCHOOL OF CINEMATIC ARTS LOS ANGELES, CA | PUBLIC SUPPORT OF ORGANIZATION MISSION | $65,000 |
| VALLEY RELICS MUSEUM CHATSWORTH, CA | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BARRY PASCAL | TRUSTEE | 18 | — |
| DAVID SONNE | TRUSTEE | 28 | $44,909 |
| CHARLES COLLIER | TRUSTEE | 5 | — |
Frequently Asked Questions
How large is Oakie Charitable Foundation Trust?
As of 2024, Oakie Charitable Foundation Trust holds $2.7M in total assets with $223K in annual revenue. It awarded 11 grants totaling $175K in 2024.
Where does Oakie Charitable Foundation Trust operate?
Oakie Charitable Foundation Trust has awarded grants in Arkansas, California, New York.
What size grants does Oakie Charitable Foundation Trust award?
In 2024, Oakie Charitable Foundation Trust awarded 11 grants totaling $175K — an average of about $16K per grant, based on its IRS Form 990 filings.
How much is Oakie Charitable Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Oakie Charitable Foundation Trust reported a distributable amount of $151K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Oakie Charitable Foundation Trust's EIN?
Oakie Charitable Foundation Trust's EIN (Employer Identification Number) is 95-4242742. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Oakie Charitable Foundation Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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