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Mary Oakley Foundation Inc. is a private corporation based in THOUSAND OAKS, CA. The foundation received its IRS ruling in 1995. The principal officer is William C Stivelman Md. It holds total assets of $13.9M. Annual income is reported at $2.3M. Total assets have grown from $11M in 2011 to $14.3M in 2023. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2017 to 2023. The foundation primarily funds organizations in California and Illinois. According to available records, Mary Oakley Foundation Inc. has made 20 grants totaling $3.4M, with a median grant of $126K. Annual giving has grown from $881K in 2020 to $1.5M in 2022. Individual grants have ranged from $39K to $667K, with an average award of $168K. The foundation has supported 6 unique organizations. Grants have been distributed to organizations in California and Illinois. Contributions to this foundation are tax-deductible.
Smallest Grant
$43K
Median Grant
$98K
Average Grant
$147K
Largest Grant
$333K
Based on 6 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Mary Oakley Foundation Inc. primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 20 grants. Its grantmaking reaches organizations primarily in CA, IL.
Mary Oakley Foundation Inc. has distributed a total of $3.4M across 20 grants. The median grant size is $126K, with an average of $168K. Individual grants have ranged from $39K to $667K.
The application deadline is NONE.. To qualify for residential stipend assistance from the mary oakley foundation, an individual applicant must: 1. Have a diagnosis of alzheimer's disease or a related dementia. 2. Be indigent. (not own a home, car, or have substantial other assets). 3. Qualify and be issued a medi-cal number. 4. Be a long term resident of santa barbara, ventura, or san luis obispo counties, ca. 5. Be ambulatory at admission to the residency (rcfe) program. 6. Not be an insulin-dependent diabetic (due to rcfe limitations). 7. Must either have a sponsoring family member or court-appointed legal guardian or court-appointed legal conservator (not simply one who holds power of attorney-related documents).
Mary Oakley Foundation Inc. is headquartered in THOUSAND OAKS, CA. While based in CA, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| William C Stivelman Md | CEO/MEDICAL DIRECTOR | $0 | $0 | N/A |
| David Troxel Mph | VICE PRESIDENT | $0 | $0 | N/A |
| Dylan A Gans | SECRETARY | $0 | $0 | N/A |
Total Giving
$973K
Total Assets
$14.3M
Fair Market Value
$17.6M
Net Worth
$14.3M
Grants Paid
$920K
Contributions
N/A
Net Investment Income
$697K
Distribution Amount
$855K
Total: $13.4M
Total Grants
20
Total Giving
$3.4M
Average Grant
$168K
Median Grant
$126K
Unique Recipients
6
Most Common Grant
$125K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| University Of California San Francisco FoundationTO SUPPORT THE ENDOWED CHAIR IN AGEING AND NEURODEGENERATIVE DISEASE | San Francisco, CA | $275K | 2022 |
| Friendship Adult Day Care Center IncPROVIDE FUNDS FOR ADULT DAYCARE | Santa Barbara, CA | $165K | 2022 |
| Alzheimer'S Disease InternationalTO SUPPORT THE MISSION OF PROVIDING MOST OF THE WORLD WITH INFORMATION AND CONTACTS ABOUT ALZHEIMER'S DISEASE | Deerfield, IL | $125K | 2022 |
| Alzheimer'S AssociationRespite Care, Family Services and Medical Research | Santa Barbara, CA | $100K | 2022 |
| Doheny Eye InstituteRESEARCH REGARDING THE OPTIC NERVE OF PERSONS WITH ALZHEIMER'S | Los Angeles, CA | $85K | 2022 |
| Above All Care LlcRESIDENTIAL CARE GRANTS FOR VARIOUS INDIGENT INDIVIDUALS. SEE GRANT REQUIREMENTS ON STATEMENT 20 | Santa Barbara, CA | $39K | 2021 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA