Oates Family Foundation
The Oates Family Foundation is a private foundation based in Wilmington, Delaware. Its 2024 filing reports grants to charitable organizations, with most grant dollars going to California recipients.
Key facts about Oates Family Foundation
In short: Oates Family Foundation gave $1.7M across 27 grants in 2024 (avg $65K), mostly in California. 48% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 94-3289689
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,744,300
- Grants made (2024)
- 27
- Average grant
- $64,604
- Median grant
- $5,000
- New grantees (estimate)
- 48% first-time grantees (13 of 27, 2024)
- Total assets
- $2,503,826
- Primary geography
- California (97% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.5M
+18.9% YoY
Annual Giving
$1.7M
-42.2% YoY
Grant Count
27
-10.0% YoY
Avg Grant Size
$65K
-35.8% YoY
Under IRS private-foundation payout rules, Oates Family Foundation reported a distributable amount of $91K for 2024 — the minimum it must pay out in qualifying distributions.
Is Oates Family Foundation open to new grantees?
48%
first-time grantees, 2024
In 2024, 13 of 27 grantees (48%) were first-time recipients. First grants averaged $120K; repeat grants $13K. How we count
Medians: $5K first-time, $9K repeat.
- 44% of 2024 grantees were also funded in 2023. Method
- Giving grew 943% from 2021 to 2024. Method
- In 2024 it paid out well above 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.
Mission & Focus Areas
No mission statement for the foundation is provided. Its grants went to organizations with varied missions. For example, ANRAK Charitable Foundation says it seeks to bring joy to disadvantaged children and families in Northern California; Driving Out Cancer says it raises money to help people with cancer and advance startup cancer research; and the UC Davis Foundation says its mission is to secure, steward, and manage private gifts for UC Davis.
Other 2024 recipients included South Carolina Charities, which says it uses proceeds from a charity golf tournament to raise awareness and fund South Carolina charities, and Pacific Justice Institute, which says it defends religious freedom, parental rights, and other civil liberties.
Grantmaking
In 2024, the foundation reported 27 grants totaling $1,744,300. Grant amounts ranged from $500 to $1,440,000, with a median of $5,000. Its largest grant was $1,440,000 to Destiny Christian Church Assembly of God in Rocklin, California. Other notable grants included $53,000 to Alliance for Compassion and Education Development, $46,750 to ANRAK Charitable Foundation, and $28,800 to South Carolina Charities.
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Geographic Focus
Where this funder awards grants
In 2024, 97% of grant dollars went to recipients in California and 2% to recipients in South Carolina. The filing also reports 0% for Texas and Indiana. These percentages are reported as rounded shares.
Grant Distribution by State
Share of all 27 itemized 2024 grant dollars.
Cities
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
128 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| DESTINY CHRISTIAN CHURCH ASSEMBLY OF GOD Rocklin, CA | General & Unrestricted | $1,440,000 |
| ALLIANCE FOR COMPASSION AND EDUC DEVELOPMENT Sacramento, CA | General & Unrestricted | $53,000 |
| ANRAK CHARITABLE FOUNDATION Sacramento, CA | General & Unrestricted | $46,750 |
| SOUTH CAROLINA CHARITIES INC Greenville, SC | General & Unrestricted | $28,800 |
| HEART OF JB Elk Grove, CA | General & Unrestricted | $26,000 |
| JESUIT HIGH SCHOOL OF SACRAMENTO Carmichael, CA | General & Unrestricted | $25,250 |
| HAROLD PUMP FOUNDATION Northridge, CA | General & Unrestricted | $20,000 |
| WESTERN STATES FELLOWSHIP Oakland, CA | General & Unrestricted | $15,000 |
| BAYSIDE COVENANT CHURCH GRANITE BAY ROSEVILLE CA Roseville, CA | General & Unrestricted | $12,500 |
| THE UC DAVIS FOUNDATION Sacramento, CA | General & Unrestricted | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grant sum | Grant count |
|---|---|---|---|---|---|
| 2024 | $2,503,826 | $2,169,769 | $1,770,924 | $1,744,300 | 27 |
| 2023 | $2,104,981 | $1,941,456 | $3,045,490 | $3,016,575 | 30 |
| 2022 | $3,209,015 | $1,561,980 | $1,307,809 | $1,247,270 | 30 |
The foundation stated in its 2024 filing that it had no plans for dissolution. It also reported that its 2024 distributions included $1,744,300 from sources other than current income and resulted in a substantial contraction of assets.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,503,826 | $2,104,981 | $3,209,015 |
| Revenue | $2,169,769 | $1,941,456 | $1,561,980 |
| Expenses | $1,770,924 | $3,045,490 | $1,307,809 |
| Qualifying Distributions | $1,759,528 | $3,031,540 | $1,280,823 |
| Net Investment Income | $157,964 | $54,934 | $141,066 |
| Distributable Amount | $90,515 | $145,649 | $143,877 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Jana Oates and Courtney Oates-Reed as directors; Philip D Oates as director and president; Matt Oates as chief financial officer; and Michael Reed as treasurer.
Oates Family Foundation is led by Philip D Oates, Director & President on every filing since 2020; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Philip D Oates
Director & President
On filings since 2020
1 hr/week
No compensation reported
Courtney Oates-Reed
Secretary & Director
On filings since 2020
1 hr/week
No compensation reported
Jana Oates
Director
On filings since 2020
1 hr/week
No compensation reported
Matt Oates
Chief Financial Officer
CFO → Chief Financial Officer, 2021
On filings since 2020
1 hr/week
No compensation reported
Michael Reed
Treasurer
On filings since 2020
1 hr/week
No compensation reported
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.
Contact
Mailing address: Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377
Phone: (800) 839-1754
Frequently asked questions about Oates Family Foundation
How much does Oates Family Foundation give each year?
Oates Family Foundation gave $1.7M across 27 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3.0M across 30 grants.
What is Oates Family Foundation's typical grant size?
Oates Family Foundation's median grant in 2024 was $5,000, and its average grant was $64,604, across 27 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Oates Family Foundation that year got $120K on average.
Where does Oates Family Foundation give grants?
Oates Family Foundation gives mostly in California: 97% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Sacramento, CA (6 grants).
Does Oates Family Foundation give general operating support?
Yes: 100% of Oates Family Foundation's 2024 grants with a stated purpose (27 of 27) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Oates Family Foundation's largest grantees?
Oates Family Foundation's largest 2024 grantees include Destiny Christian Church Assembly of God ($1,440,000), Alliance for Compassion and Educ Development ($53,000) and Anrak Charitable Foundation ($46,750), according to its 2024 IRS Form 990-PF. Together they received 88% of its itemized 2024 grant dollars.
How large is Oates Family Foundation?
Oates Family Foundation reported $2.5M in total assets on its 2024 IRS Form 990-PF. It paid out $1.8M in qualifying distributions that year, against a required minimum of $91K (roughly 5% of its investment assets).
What does Oates Family Foundation fund?
No mission statement for the foundation is provided. Its grants went to organizations with varied missions. For example, ANRAK Charitable Foundation says it seeks to bring joy to disadvantaged children and families in Northern California; Driving Out Cancer says it raises money to help people with cancer and advance startup cancer research; and the UC Davis Foundation says its mission is to secure, steward, and manage private gifts for UC Davis. Other 2024 recipients included South Carolina Cha…
How do I apply for a grant from Oates Family Foundation?
The foundation 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 Oates Family Foundation's EIN?
Oates Family Foundation's EIN (Employer Identification Number) is 94-3289689. IRS Form 990 filing data is available on this page for 2020–2024.
Does Oates Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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