The Marilyn and Sonny Oates Foundation
January 5, 2024 Next Deadline - News - Okefenoke REMC
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$11.3M
+2425.7% YoY
Grant Count
14
+100.0% YoY
Avg Grant Size
$808K
+1162.8% YoY
Under IRS private-foundation payout rules, The Marilyn and Sonny Oates Foundation reported a distributable amount of $1.0M for 2024 — the minimum it must pay out in qualifying distributions.
Grantmaking
The foundation does not accept unsolicited applications.
Grant Range
$1,000 to $350,000
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Texas, with some giving in Tennessee and Pennsylvania.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets:
- 2024: $10.7 million
- 2023: $10.8 million
- 2021: $9.7 million
- 2020: $4.0 million
Annual Giving:
- 2024: $448,000
- 2023: $275,000
- 2021: $9.7 million
- 2020: $400,000
Giving Rate: Approximately 4.2% of assets (2024)
Annual Expenses: $577,000 (2023)
Total Liabilities: $3,700 (2023)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | $10,654,909 | $10,782,931 |
| Revenue | $817,994 | $444,851 | $900,515 |
| Expenses | $11,469,203 | $576,573 | $380,781 |
| Qualifying Distributions | $11,314,982 | $448,000 | $275,000 |
| Net Investment Income | $666,706 | $340,606 | $799,734 |
| Distributable Amount | $1,036,220 | $991,368 | $971,049 |
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
44 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Communities Foundation of Texas ($10,461,482), Medialliance International ($250,000), The Salvation Army - Dallas ($200,000).
| Recipient | Purpose | Amount |
|---|---|---|
| COMMUNITIES FOUNDATION OF TEXAS DALLAS, TX | OPERATIONS AND TRANSFER OF ASSETS TO DONOR ADVISED FUND AT PUBLIC CHARITYCONTRIBUTIONS OF CASH $171,827SECURITIES - BASIS $10,289,655TOTAL CONTRIBUTION ON 990-PF $10,461,482SECURITIES - FAIR MARKET VALUE $23,801,243TOTAL VALUE OF CONTRIBUTIONS $23,973,070 | $10,461,482 |
| COMMUNITY PARTNERS OF DALLAS DALLAS, TX | OPERATIONS | $105,000 |
| DABS - FRIENDS OF THE DALLAS ARBORETUM DALLAS, TX | OPERATIONS | $25,000 |
| DOCTORS WITHOUT BORDERS HAGERSTOWN, MD | OPERATIONS | $5,000 |
| FIRST BAPTIST CHURCH OF DALLAS DALLAS, TX | OPERATIONS | $100,000 |
| HIGHLAND PARK EDUCATION FOUNDATION DALLAS, TX | OPERATIONS | $1,000 |
| MEDIALLIANCE INTERNATIONAL ARLINGTON, TX | OPERATIONS | $250,000 |
| NATIONAL PSORIASIS FOUNDATION PORTLAND, OR | OPERATIONS | $5,000 |
| SALESMANSHIP CLUB OF DALLAS INC DALLAS, TX | OPERATIONS | $1,500 |
| SAMARITAN'S PURSE BOONE, NC | OPERATIONS | $100,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
William "Sonny" Oates serves as president and treasurer of the foundation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| B MARILYN OATES | PRESIDENT & TREASURER | 2 | — |
| JOHN D WOOLF | DIRECTOR | — | — |
| SANDRA FLEETWOOD | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
How do I apply for a grant from The Marilyn and Sonny Oates Foundation?
The foundation does not accept unsolicited applications. **Recent Grant Amounts (2023-2024):** • Grant range: $1,000 to $350,000 • Median grant size: $20,000 (2024); $50,000 (2023) • 2024: 7 grants totaling $448,000 • 2023: 4 grants totaling $275,000 **Recent Grant Recipients (2023):** • M D Anderson Cancer Center: $350,000 • First Baptist Church of Dallas: $50,000 • DABS - Friends of the Dallas Arboretum: $25,000 • Samaritan's Purse: $20,000 • Friends of Highland Park Library: $1,000 • Highlan…
Where does The Marilyn and Sonny Oates Foundation make grants?
The foundation primarily funds organizations in Texas, with some giving in Tennessee and Pennsylvania.
What size grants does The Marilyn and Sonny Oates Foundation award?
In 2024, The Marilyn and Sonny Oates Foundation awarded 14 grants totaling $11.3M — an average of about $808K per grant, based on its IRS Form 990 filings.
How much is The Marilyn and Sonny Oates Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Marilyn and Sonny Oates Foundation reported a distributable amount of $1.0M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Marilyn and Sonny Oates Foundation's EIN?
The Marilyn and Sonny Oates Foundation's EIN (Employer Identification Number) is 20-8084868. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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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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