The Mary Oakley Foundation Inc

Foundation · Grantmaker Thousand Oaks, CA EIN: 77-0391113

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.

Key facts about The Mary Oakley Foundation Inc

In short: The Mary Oakley Foundation Inc gave $903K across 5 grants in 2024 (avg $181K), mostly in California. Source: 2024 IRS Form 990-PF.

EIN
77-0391113
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$903,000
Grants made (2024)
5
Average grant
$180,600
Median grant
$140,000
Total assets
$13,927,423
Primary geography
California (86% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

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.

How The Mary Oakley Foundation Inc gives

  • Giving held roughly steady from 2021 to 2024 (−7%). Method
  • In 2024 it paid out 110% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 5 itemized 2024 grant dollars.

Cities

Santa BarbaraSan FranciscoDeerfieldLos AngelesMontecitoPasadenaLincolnshireLompocSacramento

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M6 grants20204 grants20215 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Uc Davis Foundation: $358KUc Davis Foundation$358KUcsf Development Office - Neurology: $190KUcsf Development Office -Neurology$190KFriendship Center Adult Day Care Services: $140KFriendship Center Adult DayCare Services$140KAlzheimer's Disease International: $125KAlzheimer's DiseaseInternational$125KDoheny Eye Institute: $90KDoheny Eye Institute$90K

Grant Size Distribution

25 grants across all recorded years

4<$50K4$50–100K11$100–250K4$250–500K2$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
UC DAVIS FOUNDATION Sacramento, CACOMPLETION OF PLEDGE TO ESTABLISH THE MARY OAKLEY FOUNDATION ENDOWED FACULTY FELLOWSHIP IN NEURODEGENERATION$358,000
UCSF DEVELOPMENT OFFICE - NEUROLOGY San Francisco, CACOMPLETION OF PLEDGE TO ESTABLISH THE MARY OAKLEY FOUNDATION CHAIR IN NEUROETHICS, UCSF$190,000
FRIENDSHIP CENTER ADULT DAY CARE SERVICES Montecito, CAGRANTS 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
ALZHEIMER'S DISEASE INTERNATIONAL Lincolnshire, ILADI WORLD REPORT, ADI BIENNIEL CONFERENCE ATTENDANCE BURSARIES FOR INDIGENT CARETAKER, CARETAKER FAMILIES, PERSONAL SURVEYS OF ATTITUDES ABOUT ALZHEIMER'S DISEASE$125,000
DOHENY EYE INSTITUTE Pasadena, CAINVESTIGATION 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

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M20202021202220232024
Metric202420232022
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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 2024 report compensation.

Officers on the 2024 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 (2020–2022) — Director, Vice President, CFO & Treasurer
  • Former: William C. Stivelman M. D. (2020–2022) — Chairman & CEO
  • Former: Richard Stivelman M. D. (2020) — Director & Secretary

Data from IRS Form 990 filings, 2020–2024. "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 $903K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $920K across 5 grants.

What is The Mary Oakley Foundation Inc's typical grant size?

The Mary Oakley Foundation Inc's median grant in 2024 was $140,000, and its average grant was $180,600, across 5 grants on its 2024 IRS Form 990-PF.

Where does The Mary Oakley Foundation Inc give grants?

The Mary Oakley Foundation Inc gives mostly in California: 86% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Illinois (14%).

Does The Mary Oakley Foundation Inc give general operating support?

Not in 2024: none of the 5 grants with a stated purpose on The Mary Oakley Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support.

Who are The Mary Oakley Foundation Inc's largest grantees?

The Mary Oakley Foundation Inc's largest 2024 grantees include Uc Davis Foundation ($358,000), Ucsf Development Office - Neurology ($190,000) and Friendship Center Adult Day Care Services ($140,000), according to its 2024 IRS Form 990-PF. Together they received 76% of its itemized 2024 grant dollars.

How large is The Mary Oakley Foundation Inc?

The Mary Oakley Foundation Inc reported $13.9M in total assets on its 2024 IRS Form 990-PF. It paid out $925K in qualifying distributions that year, against a required minimum of $838K (roughly 5% of its investment assets).

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.

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.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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