The Mary Oakley Foundation Inc

Nonprofit profile at a glance

EIN
770391113
IRS 990-PF coverage
2014–2025
Forms available
Form 990-PF 2025
Location
Thousand Oaks, CA, USA
Phone
8054945137
Rating
88
Verdict
STRONG
Rating confidence
Standard
Sector
Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C.

Reported finances

Revenue
$676,743
Expenses
$725,246

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

Overview

Mission

Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C.

What it reported funding in 2025

The foundation reported 4 grants totaling $633,666. The stated grant purposes included adi world report, adi bienniel conference attendance bursaries for indigent caretaker, caretaker families, personal surveys of attitudes about alzheimer's disease, investigation of similarities between human optic nerve and uncal central nervous system tissue to determine etiology of neurodegenerative processes which lead to alzheimer's disease, and grants 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, 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 94% 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

STRONG - A large share of available resources goes to charitable grants and the filed numbers largely add up. No material rating questions were generated from the available inputs.

Rating breakdown

  • Grant Deployment: 79
  • Cost Efficiency: 87
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 73

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 78.9%; rating input score 79; 15th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 87.4%; rating input score 87; 59th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 19 of 19 controls in place; rating input score 100
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Pass
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Grants to individuals: Pass
    • Grants to organizations: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 22.77; rating input score 73; 73rd 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: 78.9% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 73th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Filing history: 10 filing years from 2014 to 2025
  • Contacts: How to reach this organization
  • Money network: 4 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.