Oakie Charitable Foundation Trust
Oakie Charitable Foundation Trust is a private foundation based in Oxnard, California. Its 2024 filing reports 11 grants totaling $175,150 to charitable organizations, including a university, arts organizations, museums, and a community organization.
Oakie Charitable Foundation Trust at a glance
In short: Oakie Charitable Foundation Trust gave $175K across 11 grants in 2024 (avg $16K), mostly in California. 36% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $175,150
- +13.6% vs 2023
- Grants made (2024)
- 11
- +0.0% vs 2023
- Average grant
- $15,923
- +13.6% vs 2023
- Median grant
- $10,000
- Total assets
- $2,694,066
- -0.8% vs 2023
- New grantees (estimate)
- 36% first-time grantees (4 of 11, 2024; small sample)
- Primary geography
- California (84% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Oakie Charitable Foundation Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 5540 West 5Th Street Villa 84, Oxnard, CA 93035
Phone: (818) 648-2152
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Oakie Charitable Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was USC School of Cinematic Arts ($65K). Together the top 10 received $175K.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 42 grants of 47 (89%).
Geographic Focus
Where this funder awards grants
The 2024 filing reports that 84% of grant dollars went to recipients in California, 16% to New York, and 1% to Arkansas.
Grant Distribution by State
Share of 2024 grant dollars across all 11 itemized grants.
States
Cities
Is Oakie Charitable Foundation Trust open to new grantees?
36%
first-time grantees, 2024
In 2024, 4 of 11 grantees (36%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $6K; repeat grants $22K. How we count
Medians: $7K first-time, $11K repeat.
- 64% of 2024 grantees were also funded in 2023. Method
- Giving grew 42% from 2021 to 2024. Method
- In 2024 it paid out 132% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $118K (2020) to $175K (2024). In 2024 it made 11 grants totaling $175K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| USC School of Cinematic Arts Los Angeles, CA | Public Support of Organization Mission | $65,000 |
| Rubicon Theatre Company Ventura, CA | Public Support of Organization Mission | $31,000 |
| Syracuse University Syracuse, NY | Public Support of Organization Mission | $27,500 |
| Academy of Magical Arts Los Angeles, CA | Public Support of Organization Mission | $11,350 |
| Global Variety Arts Education Foundation Oak Park, CA | Public Support of Organization Mission | $10,000 |
| Valley Relics Museum Chatsworth, CA | Public Support of Organization Mission | $10,000 |
| Cinecon Classic Film Festival Inc Burbank, CA | Public Support of Organization Mission | $8,000 |
| Hollywood Heritage Museum Los Angeles, CA | Public Support of Organization Mission | $6,000 |
| The House of Magic Foundation for the Arts Santa Paula, CA | Public Support of Organization Mission | $5,000 |
| Zoppe Family Inc Greenbrier, AR | Public Support of Organization Mission | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $2,694,066 | $223,383 | $246,141 | $175,150 | 11 | $199,154 | $173,739 | $150,649 |
| 2023 | $2,716,824 | $67,552 | $228,789 | $154,237 | 11 | $180,781 | $31,404 | $151,291 |
| 2022 | $2,878,061 | $-47,949 | $233,451 | $140,550 | 8 | $174,281 | $12,374 | $159,345 |
| 2021 | $3,162,527 | $250,010 | $223,164 | $123,125 | 10 | $159,777 | $187,089 | $176,288 |
| 2020 | $3,141,501 | $172,389 | $201,960 | $117,618 | 7 | — | $114,798 | $167,824 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants went to organizations including Syracuse University, a theatre company, film and arts organizations, museums, and Nate’s Place. Syracuse University describes its own mission as supporting a personalized, academically rigorous student experience and student success through global study, experiential learning, interdisciplinary scholarship, creativity, and entrepreneurial endeavors; this is the grantee’s mission, not a stated mission of the foundation.
Grantmaking
In 2024, the foundation reported 11 grants totaling $175,150. Grants ranged from $300 to $65,000, with a median grant of $10,000. The largest awards included $65,000 to USC School of Cinematic Arts, $31,000 to Rubicon Theatre Company, $27,500 to Syracuse University, and $11,350 to Academy of Magical Arts. Other grants included $10,000 each to Global Variety Arts Education Foundation and Valley Relics Museum, and $8,000 to Cinecon Classic Film Festival.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Barry Pascal, David Sonne, and Charles Collier as trustees.
Oakie Charitable Foundation Trust's 2024 filing lists 3 officers; 1 of 3 officers listed in 2024 is compensated.
Officers on the 2024 filing
Barry Pascal
Trustee
On filings since 2020
18 hrs/week
$5K (2021) → $0 (2024)
Charles Collier
Trustee
On filings since 2020
5 hrs/week
$5K (2020) → $0 (2024)
David Sonne
Trustee
On filings since 2020
28 hrs/week
$51K (2020) → $45K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $45K, to David Sonne (Trustee).
Frequently asked questions about Oakie Charitable Foundation Trust
How much does Oakie Charitable Foundation Trust give each year?
Oakie Charitable Foundation Trust gave $175K across 11 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $154K across 11 grants.
What is Oakie Charitable Foundation Trust's typical grant size?
Oakie Charitable Foundation Trust's median grant in 2024 was $10,000, and its average grant was $15,923, across 11 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Oakie Charitable Foundation Trust that year got $6K on average.
Where does Oakie Charitable Foundation Trust give grants?
Oakie Charitable Foundation Trust gives mostly in California: 84% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New York (16%). The most frequent recipient cities were Los Angeles, CA (3 grants).
Does Oakie Charitable Foundation Trust give general operating support?
Not in 2024: none of the 11 grants with a stated purpose on Oakie Charitable Foundation Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Public Support of Organization Mission" (11 grants).
Who are Oakie Charitable Foundation Trust's largest grantees?
Oakie Charitable Foundation Trust's largest 2024 grantees include USC School of Cinematic Arts ($65,000), Rubicon Theatre Company ($31,000) and Syracuse University ($27,500), according to its 2024 IRS Form 990-PF. Together they received 71% of its itemized 2024 grant dollars.
How large is Oakie Charitable Foundation Trust?
Oakie Charitable Foundation Trust reported $2.7M in total assets on its 2024 IRS Form 990-PF. It paid out $199K in qualifying distributions that year, against a required minimum of $151K (roughly 5% of its investment assets).
What does Oakie Charitable Foundation Trust fund?
No mission statement for the foundation is provided. Its 2024 grants went to organizations including Syracuse University, a theatre company, film and arts organizations, museums, and Nate’s Place. See mission & focus areas ↑
How do I apply for a grant from Oakie Charitable Foundation Trust?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Oakie Charitable Foundation Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Oakie Charitable Foundation Trust funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/oakie-charitable-foundation-trust-morg_b3c16c585d5c48119198a7c2d5c1dfe9
BibTeX
@misc{grantable_954242742_2026,
author = {{Grantable}},
title = {{Oakie Charitable Foundation Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/oakie-charitable-foundation-trust-morg_b3c16c585d5c48119198a7c2d5c1dfe9},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Oakie Charitable Foundation Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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