The J Douglas and Marian R Pardee

Foundation · Grantmaker OAKLAND, CA EIN: 95-4070020

The J Douglas and Marian R Pardee is a private foundation established in 1986 and based in Oakland, California. The foundation operates as a family foundation with a focus on philanthropic giving across multiple sectors and geographic regions.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.9M

-0.2% YoY

Annual Giving

$485K

-0.2% YoY

Grant Count

21

+23.5% YoY

Avg Grant Size

$23K

-19.2% YoY

Under IRS private-foundation payout rules, The J Douglas and Marian R Pardee reported a distributable amount of $509K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's giving priorities include:

  • Education
  • Health associations
  • Human services
  • Support for Episcopal churches

The foundation does not maintain a publicly stated mission statement.

Grantmaking

The foundation does not accept unsolicited applications and operates on an invitation-only basis.

Grant Range

$600–$107,500

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Geographic Focus

Where this funder awards grants

The foundation funds projects across multiple U.S. states and cities, including:

States: California, Texas, Virginia, Oregon, Tennessee, Missouri, and Washington D.C.

Cities: Arlington, Bend, Carlsbad, Dallas, El Cajon, Memphis, North Hills, Oakland, Palm Desert, San Diego, San Mateo, St. Louis, and Washington

Grant Distribution by State

12states
+4 more states

Cities

ArlingtonBendCarlsbadChino HillsDallasEl CajonGainesvilleLas VegasLong BeachLos AngelesMalibuMemphisNorth HillsNorth Las VegasOaklandPalm DesertPhoenixRockvilleSan DiegoSan Mateo

Financial History

Multi-year comparison from IRS filings

2024 Financial Summary:

  • Total assets: $7,871,446
  • Total revenues: $582,442
  • Total expenses: $598,865
  • Total giving: $484,850
  • Number of employees: 0

Giving rate: Approximately 6.2% of assets annually

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$7M$10M$13M20202021202220232024
Metric202420232022
Total Assets$7,871,446$7,887,869$11,346,154
Revenue$582,442$-147,000$-245,618
Expenses$598,865$601,623$11,001
Qualifying Distributions$512,478$512,142$11,000
Net Investment Income$492,815$99,326$16,088
Distributable Amount$508,805$405,098$40,186

Giving Over Time

Total grant dollars and number of grants per year

$0$122K$243K$365K$486K4 grants202017 grants20211 grants202217 grants202321 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ACADEMY OF OUR LADY OF P…$108KBISHOP O'DOWD HIGH SCHOOL$64KST MADELEINES SOPHIE'S C…$50KCUREBOUND$50KST JUDE CHILDRENS$30KXAVIER COLLEGE PREPARATORY$30KKPBS BROADCASTING$25KSHARE OUR STRENGTH$23KTHE SAM TAYLOR FOUNDATION$20KST MATTHEWS CHURCH$20K

Grant Size Distribution

60 grants across all recorded years

47<$50K10$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Academy of Our Lady of Peace ($107,500), Bishop O'dowd High School ($64,000), St Madeleines Sophie's Center ($50,000).

RecipientPurposeAmount
ACADEMY OF OUR LADY OF PEACE NORTH HILLS, CASUPPORTING EDUCATION FOR YOUTH$107,500
BISHOP O'DOWD HIGH SCHOOL ARLINGTON, VASUPPORTING EDUCATION$64,000
CATHEDRAL CATHOLIC HIGH SCHOOL SAN DIEGO, CASUPPORTING EDUCATION$5,000
CRYSTAL PEAK YOUTH RANCH BEND, ORSUPPORTING EDUCATION$7,000
DESERT COMMUNITY FOUNDATION PALM DESERT, CASUPPORTING COMMUNITY$10,000
KPBS BROADCASTING SAN DIEGO, CASUPPORTING PUBLIC BROADCASTING$25,000
PATHWAY TO VICTORY DALLAS, TXSUPPORTING PUBLIC BROADCASTING$5,000
ST JUDE CHILDRENS MEMPHIS, TNSUPPORTING CANCER RESEARCH$30,000
ST PATRICK'S CATHOLIC SCHOOL CARLSBAD, CASUPPORTING EDUCATION$5,000
THE SAM TAYLOR FOUNDATION OAKLAND, CASUPPORTING PROGRAMS FOR YOUTH$20,000

Leadership & Key People

Leadership team and compensation from IRS filings

  • Julie Pardee – President

Additional personnel mentioned in foundation records include Mary-Alice Benson, James D Pardee, Jeannie Pursell, Frank Lee, and Craig C Birker.

Compensation Overview

From 2024 IRS filing

JULIE PARDEEPRESIDENT$24KMARY--ALICE BENSONVICE PRESIDE$12K

From 2024 filing

NameTitleHoursCompensation
JULIE PARDEEPRESIDENT20$24,000
MARY--ALICE BENSONVICE PRESIDE10$12,000
JAMES D PARDEEVICE PRESIDE
JEANNIE PURSELLVICE PRESIDE
FRANK LEETREASURER
CRAIG C BIRKERSECRETARY

Recent News & Activity

Recent developments and announcements

The Pardee family has a history of significant educational philanthropy. The family endowed student scholarships at California State University, San Marcos, with a $1.5 million gift to establish an endowment for student scholarships. The Pardee family was recognized as having given the largest number of scholarships in the university's history. Additionally, the family contributed a major $17 million grant to fund ocean research initiatives.

Pardee Family Gives $1.5 Million to Endow Student Scholarships at ...

Frequently Asked Questions

What does The J Douglas and Marian R Pardee fund?

The foundation's giving priorities include: • Education • Health associations • Human services • Support for Episcopal churches The foundation does not maintain a publicly stated mission statement.

How do I apply for a grant from The J Douglas and Marian R Pardee?

**Financial Capacity:** • Total assets: $7,871,446 (as of 2024) • Total giving: $484,850–$486,000 annually • Typical grant range: $600–$107,500 • Median grant size: $23,000 • Number of grants: 17–238 grants annually (figures vary by reporting year) **Recent Grant Activity (2024):** • Pedal the Cause - San Diego: $50,000 (cancer research support) • St Madeleine Sophie's Center: $50,000 (programs for disabled adults) • St Jude Children's Research Hospital: $30,000 (cancer research support) • Samm…

Where does The J Douglas and Marian R Pardee make grants?

The foundation funds projects across multiple U.S. states and cities, including: **States:** California, Texas, Virginia, Oregon, Tennessee, Missouri, and Washington D.C. **Cities:** Arlington, Bend, Carlsbad, Dallas, El Cajon, Memphis, North Hills, Oakland, Palm Desert, San Diego, San Mateo, St. Louis, and Washington

What size grants does The J Douglas and Marian R Pardee award?

In 2024, The J Douglas and Marian R Pardee awarded 21 grants totaling $485K — an average of about $23K per grant, based on its IRS Form 990 filings.

How much is The J Douglas and Marian R Pardee required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The J Douglas and Marian R Pardee reported a distributable amount of $509K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The J Douglas and Marian R Pardee's EIN?

The J Douglas and Marian R Pardee's EIN (Employer Identification Number) is 95-4070020. IRS Form 990 filing data is available on this page for 2020–2024.

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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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