The Mary Oakley Foundation Inc
The Mary Oakley Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in THOUSAND OAKS, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.9M in total assets. In 2024, it awarded 5 grants totaling $903K. Net investment income was $695K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$13.9M
-2.9% YoY
Annual Giving
$903K
-1.8% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$181K
-1.8% YoY
Under IRS private-foundation payout rules, The Mary Oakley Foundation Inc reported a distributable amount of $838K for 2024 — the minimum it must pay out in qualifying distributions.
About The Mary Oakley Foundation Inc
Based on IRS filings
The Mary Oakley Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in THOUSAND OAKS, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.9M in total assets. In 2024, it awarded 5 grants totaling $903K. Net investment income was $695K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $13,927,423 | $14,344,873 | $16,001,399 |
| Revenue | $591,136 | $552,388 | $417,662 |
| Expenses | $946,710 | $973,269 | $801,554 |
| Qualifying Distributions | $925,479 | $941,828 | $779,803 |
| Net Investment Income | $694,720 | $696,556 | $843,015 |
| Distributable Amount | $837,546 | $854,975 | $889,445 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Uc Davis Foundation ($358,000), Ucsf Development Office - Neurology ($190,000), Friendship Center Adult Day Care Services ($140,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 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 | $125,000 |
| 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 | $140,000 |
| 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 | $90,000 |
| UC DAVIS FOUNDATION SACRAMENTO, CA | COMPLETION OF PLEDGE TO ESTABLISH THE MARY OAKLEY FOUNDATION ENDOWED FACULTY FELLOWSHIP IN NEURODEGENERATION | $358,000 |
| UCSF DEVELOPMENT OFFICE - NEUROLOGY SAN FRANCISCO, CA | COMPLETION OF PLEDGE TO ESTABLISH THE MARY OAKLEY FOUNDATION CHAIR IN NEUROETHICS, UCSF | $190,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM C STIVELMAN MD | CEO/MEDICAL DIRECTOR | 12 | — |
| DAVID TROXEL MPH | VICE PRESIDENT | 2 | — |
| DYLAN A GANS | SECRETARY/TREASURER | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Mary Oakley Foundation Inc?
The Mary Oakley Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in THOUSAND OAKS, CA. It holds $13.9M in total assets as of 2024.
How large is The Mary Oakley Foundation Inc?
As of 2024, The Mary Oakley Foundation Inc holds $13.9M in total assets with $591K in annual revenue. It awarded 5 grants totaling $903K in 2024.
Where does The Mary Oakley Foundation Inc operate?
The Mary Oakley Foundation Inc has awarded grants in California, Illinois.
What size grants does The Mary Oakley Foundation Inc award?
In 2024, The Mary Oakley Foundation Inc awarded 5 grants totaling $903K — an average of about $181K per grant, based on its IRS Form 990 filings.
How much is The Mary Oakley Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Mary Oakley Foundation Inc reported a distributable amount of $838K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Mary Oakley Foundation Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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