The Proud Mary Foundation

NEWBURY PARK, CA EIN: 94-3031037

The Proud Mary Foundation is a private foundation, based in NEWBURY PARK, CA. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $327K in total assets. In 2023, it awarded 2 grants totaling $30K. Net investment income was $11K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

$327K

-5.6% YoY

Annual Giving

$30K

+400.0% YoY

Grant Count

2

+100.0% YoY

Avg Grant Size

$15K

+150.0% YoY

Under IRS private-foundation payout rules, The Proud Mary Foundation reported a distributable amount of $16K for 2023 — the minimum it must pay out in qualifying distributions.

About The Proud Mary Foundation

Based on IRS filings

The Proud Mary Foundation is a private foundation, based in NEWBURY PARK, CA. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $327K in total assets. In 2023, it awarded 2 grants totaling $30K. Net investment income was $11K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

CalabasasLas VegasLos Angeles

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$13K$26K$39K$52K2020202120222023
Metric202320222021
Total Assets$326,525$345,966$348,071
Revenue$10,578$7,990$9,217
Expenses$30,019$10,095$30,076
Qualifying Distributions$30,000$6,000$30,000
Net Investment Income$10,535$3,895$9,142
Distributable Amount$15,708$17,148$17,805

Giving Over Time

Total grant dollars and number of grants per year

$0$9K$19K$28K$37K2 grants20202 grants20211 grants20222 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2023

VIEWPOINT SCHOOL$25KUSC THORTON SCHOOL OF MU…$5K

Grant Size Distribution

7 grants across all recorded years

7<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Viewpoint School ($25,000), Usc Thorton School of Music ($5,000).

RecipientPurposeAmount
USC THORTON SCHOOL OF MUSIC LOS ANGELES, CAGENERAL PURPOSES$5,000
VIEWPOINT SCHOOL CALABASAS, CAGENERAL PURPOSES$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
JOHN C FOGERTYPRESIDENT
JULIE FOGERTYSECRETARY
JULIE FOGERTYCHIEF FINANCIAL OFFICER
ROBERT FOGERTYDIRECTOR

Frequently Asked Questions

How large is The Proud Mary Foundation?

As of 2023, The Proud Mary Foundation holds $327K in total assets with $11K in annual revenue. It awarded 2 grants totaling $30K in 2023.

Where does The Proud Mary Foundation operate?

The Proud Mary Foundation has awarded grants in California, Nevada.

What size grants does The Proud Mary Foundation award?

In 2023, The Proud Mary Foundation awarded 2 grants totaling $30K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is The Proud Mary Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, The Proud Mary Foundation reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Proud Mary Foundation's EIN?

The Proud Mary Foundation's EIN (Employer Identification Number) is 94-3031037. IRS Form 990 filing data is available on this page for 2020–2023.

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

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