The Mary Oakley Foundation Inc
The Mary Oakley Foundation Inc is a private foundation, based in Thousand Oaks, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $14.4M in total assets. In 2025, it awarded 4 grants totaling $634K. Net investment income was $694K.
The Mary Oakley Foundation Inc at a glance
In short: The Mary Oakley Foundation Inc gave $634K across 4 grants in 2025 (avg $158K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $633,666
- -29.8% vs 2024
- Grants made (2025)
- 4
- -20.0% vs 2024
- Average grant
- $158,417
- -12.3% vs 2024
- Median grant
- $122,500
- Total assets
- $14,427,838
- +3.6% vs 2024
- Primary geography
- California (84% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026.
Who The Mary Oakley Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Uc Davis Foundation ($309K). Together the top 4 received $634K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was in the $100–250K range: 12 grants of 23 (52%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How The Mary Oakley Foundation Inc gives
- Giving held roughly steady from 2022 to 2025 (−16%). Method
- In 2025 it paid out 80% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $634K (2025) to $972K (2021). In 2025 it made 4 grants totaling $634K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Uc Davis Foundation Sacramento, CA | Completion of pledge to establish the mary oakley foundation endowed faculty fellowship in neurodegeneration | $308,666 |
| Friendship Center Adult Day Care Services Montecito, CA | Grants for indigent seniors with alzheimer's disease and other adult dementias for daycare criteria for entry are based on stringent requirements of the mary oakley foundation which are documented by friendship center at entry | $145,000 |
| Alzheimer's Disease International Lincolnshire, IL | Adi world report, adi bienniel conference attendance bursaries for indigent caretaker, caretaker families, personal surveys of attitudes about alzheimer's disease | $100,000 |
| Doheny Eye Institute Pasadena, CA | Investigation of similarities between human optic nerve and uncal central nervous system tissue to determine etiology of neurodegenerative processes which lead to alzheimer's disease | $80,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $14,427,838 | $676,743 | $725,246 | $633,666 | 4 | $675,855 | $693,915 | $847,095 |
| 2024 | $13,927,423 | $591,136 | $946,710 | $903,000 | 5 | $925,479 | $694,720 | $837,546 |
| 2023 | $14,344,873 | $552,388 | $973,269 | $920,000 | 5 | $941,828 | $696,556 | $854,975 |
| 2022 | $16,001,399 | $417,662 | $801,554 | $750,000 | 5 | $779,803 | $843,015 | $889,445 |
| 2021 | $16,373,002 | $321,471 | $1,145,566 | $972,254 | 4 | $1,007,076 | $917,734 | $895,952 |
| 2020 | $17,243,299 | $7,214,976 | $928,291 | $881,354 | 6 | — | $7,186,439 | $867,404 |
| 2019 | $11,025,647 | $466,512 | $914,177 | $814,504 | 8 | — | $547,908 | $692,725 |
Under IRS private-foundation payout rules, The Mary Oakley Foundation Inc reported a distributable amount of $847K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Mary Oakley Foundation Inc is led by William C. Stivelman MD, CEO & Medical Director on every filing since 2023; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
William C. Stivelman MD
CEO & Medical Director
On filings since 2023
12 hrs/week
No compensation reported
Dylan A. Gans
Secretary & Treasurer
Director & Secretary → Secretary, 2023
Secretary → Secretary & Treasurer, 2024
On filings since 2021
2 hrs/week
No compensation reported
David Troxel MPH
Vice President
On filings since 2023
2 hrs/week
No compensation reported
Former officers (3)
- Former: John S. Moore (2019–2022) — Director, Vice President, CFO & Treasurer
- Former: William C. Stivelman M. D. (2019–2022) — Chairman & CEO
- Former: Richard Stivelman M. D. (2019–2020) — Director & Secretary
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Mary Oakley Foundation Inc
How much does The Mary Oakley Foundation Inc give each year?
The Mary Oakley Foundation Inc gave $634K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $903K across 5 grants.
What is The Mary Oakley Foundation Inc's typical grant size?
The Mary Oakley Foundation Inc's median grant in 2025 was $122,500, and its average grant was $158,417, across 4 grants on its 2025 IRS Form 990-PF.
Where does The Mary Oakley Foundation Inc give grants?
The Mary Oakley Foundation Inc gives mostly in California: 84% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Illinois (16%).
Does The Mary Oakley Foundation Inc give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on The Mary Oakley Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support.
How large is The Mary Oakley Foundation Inc?
The Mary Oakley Foundation Inc reported $14.4M in total assets on its 2025 IRS Form 990-PF. It paid out $676K in qualifying distributions that year, against a required minimum of $847K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is The Mary Oakley Foundation Inc's EIN?
The Mary Oakley Foundation Inc's EIN (Employer Identification Number) is 77-0391113. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS August 17, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 31, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Mary Oakley Foundation Inc funds
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