The J Douglas and Marian R Pardee
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.
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
States
Cities
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
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
60 grants across all recorded years
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).
| Recipient | Purpose | Amount |
|---|---|---|
| ACADEMY OF OUR LADY OF PEACE NORTH HILLS, CA | SUPPORTING EDUCATION FOR YOUTH | $107,500 |
| BISHOP O'DOWD HIGH SCHOOL ARLINGTON, VA | SUPPORTING EDUCATION | $64,000 |
| CATHEDRAL CATHOLIC HIGH SCHOOL SAN DIEGO, CA | SUPPORTING EDUCATION | $5,000 |
| CRYSTAL PEAK YOUTH RANCH BEND, OR | SUPPORTING EDUCATION | $7,000 |
| DESERT COMMUNITY FOUNDATION PALM DESERT, CA | SUPPORTING COMMUNITY | $10,000 |
| KPBS BROADCASTING SAN DIEGO, CA | SUPPORTING PUBLIC BROADCASTING | $25,000 |
| PATHWAY TO VICTORY DALLAS, TX | SUPPORTING PUBLIC BROADCASTING | $5,000 |
| ST JUDE CHILDRENS MEMPHIS, TN | SUPPORTING CANCER RESEARCH | $30,000 |
| ST PATRICK'S CATHOLIC SCHOOL CARLSBAD, CA | SUPPORTING EDUCATION | $5,000 |
| THE SAM TAYLOR FOUNDATION OAKLAND, CA | SUPPORTING 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
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JULIE PARDEE | PRESIDENT | 20 | $24,000 |
| MARY--ALICE BENSON | VICE PRESIDE | 10 | $12,000 |
| JAMES D PARDEE | VICE PRESIDE | — | — |
| JEANNIE PURSELL | VICE PRESIDE | — | — |
| FRANK LEE | TREASURER | — | — |
| CRAIG C BIRKER | SECRETARY | — | — |
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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