The Old Oak Foundation is a private grantmaking foundation based in Calabasas, California. Established in 2017, it operates as a 501(c)(3) organization and is also known as the Megan Haller and Peter Rice Foundation. The foundation supports charitable causes through strategic grantmaking.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$15.6M
-0.1% YoY
Annual Giving
$1.0M
-19.6% YoY
Grant Count
21
-58.8% YoY
Avg Grant Size
$49K
+95.4% YoY
Mission & Focus Areas
The foundation's grantmaking focuses on:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Motion Picture and Television industry support
Recent grants indicate support for cultural institutions, charitable campaigns, and community organizations.
Grantmaking
The foundation does not accept unsolicited applications. Grantmaking is by invitation only.
Grant Range
$1,000 to $250,000
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in:
- California
- New York
- District of Columbia
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | Amount | Year |
|---|---|---|
| Total Assets | $15,602,025 | 2023 |
| Total Revenue | $4,839,484 | 2023 |
| Total Expenses | $1,313,058 | 2023 |
| Total Giving | $1,313,475 | 2023 |
| Giving Rate | 8.1% of assets | 2023 |
The foundation has shown growth, with total assets increasing from $12.1 million in 2022 to $15.6 million in 2023, and total giving increasing from $817,000 in 2022 to $1.3 million in 2023.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $15,591,012 | $15,602,025 | $12,074,364 |
| Revenue | $1,044,661 | $4,839,484 | $278,220 |
| Expenses | $1,161,773 | $1,313,058 | $866,753 |
| Qualifying Distributions | $1,161,461 | $1,313,475 | $866,753 |
| Net Investment Income | $467,265 | $4,843,115 | $284,260 |
| Distributable Amount | $989,123 | $774,573 | $878,013 |
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
161 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Megan Haller – Director, President, CEO (1 hour per week)
- Peter Rice – Director, Treasurer, CFO (1 hour per week)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MEGAN HALLER | DIRECTOR, PRESIDENT, CEO | 1 | — |
| PETER RICE | DIRECTOR, TREASURER, CFO, | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with The Old Oak Foundation on Grantable?
- Assess strategic fit with your organization
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