Oates Family Foundation

EIN 943289689

Lake Success, NY 11042 |(800) 839-1754

Total Given 2016–2023
$5.6M
171 grants · $703K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $2K–$14K
grant size
37%
supporter · 41/111 multi-year
repeat
$2.2M
Assets (2023)
111
Distinct Recipients

About

As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2020, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $437,170. This amount represents 25% or more of the Foundation's net assets of $16,551 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2020. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.

Focus Areas

Education Youth Development

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Contact Person AMERICAN VALUES
Phone (800) 839-1754

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $446K $532K $626K 42
2017 $476K $310K $286K 46
2019 N/A $17K $433K N/A
2020 $437K $20K $454K 23
2022 $1.2M $3.1M $1.6M 30
2023 $3.0M $2.2M $1.9M 30

Grant Size Distribution

Based on 171 grants on record

Minimum
$50
25th Pctl
$2K
Median
$5K
Average
$33K
75th Pctl
$14K
Maximum
$2.3M

Geographic Distribution

US Grant Distribution Map

Officers & Directors

PO
Philip D Oates 4 yrs
Dir, President Leadership
MO
Matt Oates 4 yrs
Chief Financial Officer
MR
Michael Reed 4 yrs
Treasurer Leadership
CO
Courtney Oates-Reed 4 yrs
Sec, Dir
JO
Jana Oates 6+ yrs
Dir

Grants Awarded (171 total)

Purpose
Capital Christian Center Sacramento, CA $2,275,000 General & Unrestricted 2023
Capital Christian Center Sacramento, CA $803,500 General & Unrestricted 2022
Destiny Community Services Rocklin, CA $305,000 General & Unrestricted 2023
Capital Christian Center Sacramento, CA $200,000 General & Unrestricted 2020
American Heart Association Sacramento, CA $139,150 General & Unrestricted 2023
Bayside Covenant Church Granite Bay Roseville Ca Roseville, CA $89,000 General & Unrestricted 2022
Easeaced Sacramento, CA $80,000 TO PROVIDE ASSISTANCE TO ORGANIZATION'S PROGRAMS 2016
Easeaced Sacramento, CA $80,000 TO PROVIDE ASSISTANCE TO ORGANIZATION'S PROGRAMS 2017
Capital Christian Center Sacramento, CA $75,000 TO PROVIDE ASSISTANCE TO ORGANIZATION'S PROGRAMS 2016
Bayside Covenant Church Granite Bay Roseville Ca Roseville, CA $62,500 General & Unrestricted 2023
Center for Faithwalk Leadership Greer, SC $55,000 General & Unrestricted 2022
William Jessup University Rocklin, CA $55,000 General & Unrestricted 2023
Faith Medical Missions Inc Chickasha, OK $50,000 General & Unrestricted 2020
Alternatives Pregnancy Center Sacramento, CA $50,000 General & Unrestricted 2022
Hammond Blessed 25Th Sherman Oaks, CA $50,000 General & Unrestricted 2023
Crocker Art Museum Sacramento, CA $50,000 TO PROVIDE ASSISTANCE TO ORGANIZATION'S PROGRAMS 2017
Capital Christian Center Sacramento, CA $47,600 TO PROVIDE ASSISTANCE TO ORGANIZATION'S PROGRAMS 2017
William Jessup University Rocklin, CA $45,000 TO PROVIDE ASSISTANCE TO ORGANIZATION'S PROGRAMS 2016
Faith Medical Missions Chickasha, OK $40,000 TO PROVIDE ASSISTANCE TO ORGANIZATION'S PROGRAMS 2017
Faith Medical Missions Chickasha, OK $36,000 TO PROVIDE ASSISTANCE TO ORGANIZATION'S PROGRAMS 2016
Hammond Blessed 25Th Sherman Oaks, CA $33,750 General & Unrestricted 2022
Saint Johns Program for Real Change Sacramento, CA $30,000 General & Unrestricted 2022
Fellowship of Christian Athletes Kansas City, MO $25,700 TO PROVIDE ASSISTANCE TO ORGANIZATION'S PROGRAMS 2017
South Sacramento Christian Center Church Sacramento, CA $25,000 General & Unrestricted 2020
Spoa 1849 Foundation Sacramento, CA $25,000 General & Unrestricted 2020