Oates Family Foundation
The Oates Family Foundation is a private family foundation established in 1997 in California and currently based in Wilmington, Delaware. The foundation operates as a 501(c)(3) organization with EIN 94-3289689, having received tax-exempt status in July 1998.
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.
Grantmaking
The foundation maintains an active grantmaking program with the following characteristics:
Grant Range
$250 to $2,275,000
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking focuses primarily on California, South Carolina, and Iowa.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Financial Overview (Most Recent Filing):
- Total assets: $2,104,981
- Total giving: $3,016,575
- Total revenue: $1,941,456
- Total expenses: $3,045,490
- Giving rate: 114.1%
| 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 |
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
Among its reported 2024 grants, the largest include Destiny Christian Church Assembly of God ($1,440,000), Alliance for Compassion and Educ Development ($53,000), Anrak Charitable Foundation ($46,750).
| Recipient | Purpose | Amount |
|---|---|---|
| ALLIANCE FOR COMPASSION AND EDUC DEVELOPMENT SACRAMENTO, CA | General & Unrestricted | $53,000 |
| AMERICAN HEART ASSOCIATION SACRAMENTO, CA | General & Unrestricted | $5,000 |
| ANRAK CHARITABLE FOUNDATION SACRAMENTO, CA | General & Unrestricted | $46,750 |
| BAYSIDE COVENANT CHURCH GRANITE BAY ROSEVILLE CA ROSEVILLE, CA | General & Unrestricted | $12,500 |
| COOK FOUNDATION RNCHO CORDOVA, CA | General & Unrestricted | $2,500 |
| DESTINY CHRISTIAN CHURCH ASSEMBLY OF GOD ROCKLIN, CA | General & Unrestricted | $1,440,000 |
| DIOCESE OF EL PASO PASTORAL CENTER EL PASO, TX | General & Unrestricted | $5,000 |
| DONOVAN CREASON MEMORIAL TRUST FUND FOLSOM, CA | General & Unrestricted | $500 |
| DOWN 2 EARTH CHRISTIAN FELLOWSHIP ADELANTO, CA | General & Unrestricted | $5,000 |
| DRIVING OUT CANCER INC HUNTINGTN BCH, CA | General & Unrestricted | $7,500 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation's leadership includes:
- Philip D Oates — Director and President
- Jana Oates — Director
- Matt Oates — Chief Financial Officer
- Courtney Oates-Reed — Secretary and Director
- Michael Reed — Treasurer
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Jana Oates | Dir | 1 | — |
| Matt Oates | Chief Financial Officer | 1 | — |
| Philip D Oates | Dir, Pres | 1 | — |
| Courtney Oates-Reed | Sec, Dir | 1 | — |
| Michael Reed | Treas | 1 | — |
Contact Information
Address: Foundation Source 501 Silverside Road Wilmington, DE 19809
Telephone: 800-839-1754
Frequently Asked Questions
How do I apply for a grant from Oates Family Foundation?
The foundation maintains an active grantmaking program with the following characteristics: **Grant Activity:** • Total giving: $3,016,575 (based on most recent IRS 990 filing in 2023) • Total assets: $2,104,981 • Grants awarded: 54 grants in the most recent reporting period • Grant range: $250 to $2,275,000 • Median grant amount: $31,240 **Grant Programs:** The foundation operates a General & Unrestricted grant program, which awarded an average of $57,481 across 53 recipients in the most recent…
Where does Oates Family Foundation make grants?
The foundation's grantmaking focuses primarily on California, South Carolina, and Iowa.
What size grants does Oates Family Foundation award?
In 2024, Oates Family Foundation awarded 27 grants totaling $1.7M — an average of about $65K per grant, based on its IRS Form 990 filings.
How much is Oates Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Oates Family Foundation reported a distributable amount of $91K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Oates Family Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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