The Mary Murrill Oakes Family Private Foundation

Nonprofit profile at a glance

EIN
261612644
IRS 990-PF coverage
2020–2025
Forms available
Form 990-PF 2025, Form 990-T 2023
Location
Pinehurst, NC, USA
Phone
7047566400
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Private Independent Foundations

Reported finances

Revenue
$114,540
Expenses
$91,631

Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.

Overview

Mission

Private Independent Foundations

What it reported funding in 2025

The foundation reported 22 filed grant rows totaling $68,944. The stated grant purposes included educational, scientific, and charitable, plus 1 other reported purpose.

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

SUPPORTED - A large share of available resources goes to charitable grants and the filing identifies who received its grants. Assets provide a limited cushion relative to annual grants.

Rating breakdown

  • Grant Deployment: 88
  • Cost Efficiency: 75
  • Transparency: 100
  • Compliance: 50
  • Endowment Health: 31

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 88%; rating input score 88; 21st percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 75.2%; rating input score 75; 42nd percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Foundation activity disclosures: Limited
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 12.74; rating input score 31; 31st percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: 88% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: Filed self-dealing detail
  • Investments: 31th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Filing history: 6 filing years from 2020 to 2025
  • Contacts: How to reach this organization
  • Money network: 22 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Endowment Health: Endowment-health comparison scored 31/100.