Mary Oakley Foundation Inc in Thousand Oaks, California (CA)

Organization representatives - add corrected or new information about Mary Oakley Foundation Inc »

Non-representatives - add comments about Mary Oakley Foundation Inc»

Mary Oakley Foundation Inc
Employer Identification Number (EIN)770391113
Name of OrganizationMary Oakley Foundation Inc
In Care of NameWilliam C Stivelman
Address494 Twin Oaks Ct, Thousand Oaks, CA 91362-3166
ActivitiesCare and housing for the aged (see also 382)
SubsectionCharitable Organization
Ruling Date11/1995
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$10,000,000 to $49,999,999
Income$5,000,000 to $9,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$10,748,259
Amount of Income$7,175,730
Form 990 Revenue Amount$638,594
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Philanthropy, Voluntarism, and Grantmaking Foundations (Not Elsewhere Classified)

Non-representatives - add comments:


Your IP address will be logged.

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$638,594$648,208$648,208
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$293
Dividends and interest from securities$382,286
Gross rents$265,629
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$699,238$30,657$30,653$642,574
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$101,129$30,657$37,075
Contributions, gifts, grants paid$598,109
Excess of revenue over expenses and disbursements$-60,644
Net investment income$617,551
Adjusted net income$617,555
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$11,019,118$12,608,452
Cash - non-interest-bearing$142,268
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$8,307,925
Investments-mortgage loans$0
Total liabilities$9,580
Mortgages and other notes payable$0
Total liabilities and net assets/fund balances$11,009,538
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$0
Net capital loss$-9,614
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$12,351
Total credits and payments$5,720
2011 estimated tax payments and 2010 overpayment credited to 2011$5,720
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Tax due$6,631
Amount to be credited to 2012 estimated tax$0
Statements Regarding Activities (for 2011)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$12,582,162
Net value of noncharitable-use assets$12,393,440
Minimum investment return$619,672
Distributable Amount (for 2011)
Distributable amount$607,321
Undistributed Income (for 2011)
Distributable amount for 2011$607,321
Undistributed income for 2011. This amount must be distributed in 2012$92
Private Operating Foundations (for 2011)
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Unrelated Trade or Business Income (for 2008)
Gross receipts or sales less returns and allowances$0$0$0
Cost of goods sold$0$0$0
Gross profit$0$0$0
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$112,145$0$112,145
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2008)
Total deductions$0
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Taxes and licenses$0
Charitable contributions$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$0
Unrelated business taxable income$111,145
Unrelated business taxable income before net operating loss deduction$112,145
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$112,145
Specific deduction$1,000
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated


Your Review

Would you recommend Mary Oakley Foundation Inc to others? (optional)
Add photo of Mary Oakley Foundation Inc (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Sign in with Twitter
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in California
IdNameAddressStateEstablishedTotal Income
1Maohr Hatorah13317 Ventura Blvd Ste H, Sherman Oaks, CA 91423-6218CA2001-08$335,618
2Maranatha Charitable Foundation100 Sportfisher Dr Unit 202, Oceanside, CA 92054-1911CA1998-09$1,149,643
3March Field Museum Foundation IncPO BOX 6463, March Arb, CA 92518-0394CA1980-11$790,006
4Marconi Foundation For Kids1302 Industrial Drive R858, Tustin, CA 92780-6416CA1995-10$2,531,681
5Marin Ballet100 Elm St, San Rafael, CA 94901-2210CA1969-01$1,282,849
6Marin Theatre Company397 Miller Avenue, Mill Valley, CA 94941-2885CA1969-04$2,994,352
7Mark C Lemons Foundation1810 Fair Oaks Ave Ste 200, S Pasadena, CA 91030-4771CA1998-12$991,377
8Marshall & Margherite Mccomb Founda Tion, Livadary Paul J Ttee1801 Ave Of Stars Ste 1000, Los Angeles, CA 90067-5804CA2005-02$4,130,547
9Martin A Clancy And Clarisse Clancy Foundation5100 E Anaheim Rd, Long Beach, CA 90815-4200CA1993-11$1,083,232
10Martin Leichter Foundation5348 Carroll Canyon Road 200, San Diego, CA 92121-1733CA2006-08$86,319
11Mary Oakley Foundation Inc494 Twin Oaks Ct, Thousand Oaks, CA 91362-3166CA1995-11$7,175,730
12Marymount College Palos Verdes California30800 Rch Palos Verdes Dr E, Rch Palos Verdes, CA 90275CA1946-03$46,985,147
13Marys Mercy CenterPO BOX 7563, Sn Bernrdno, CA 92411-0563CA1996-11$1,319,762
14Matter Of Trust Inc99 Saint Germain Ave, San Francisco, CA 94114-2129CA1999-05$50,130
15Maurice Amado Foundation12400 Ventura Blvd 809, Studio City, CA 91604-2406CA1963-05$10,444,564
16Max Webb Foundation8383 Wilshire Blvd Ste 740, Beverly Hills, CA 90211-2442CA1963-07$1,279,796
17Mccarthy Family FoundationPO BOX 27389, San Diego, CA 92198-1389CA$846,997
18Mcconnell Foundation800 Shasta View Dr, Redding, CA 96003-8208CA1965-01$138,060,709
19Mchenry Museum & Historical Society1402 I Street, Modesto, CA 95354-1032CA1967-02$132,658
20Mcqueen Family Foundation901 Marin Dr, Mill Valley, CA 94941-3921CA2007-08$29,700 is not associated with, endorsed by, or sponsored by Mary Oakley Foundation Inc and has no official or unofficial affiliation with Mary Oakley Foundation Inc