2024-04-24T14:46:08-05:00 2023-12-31 390859910 BAKER TILLY US LLP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990PF 2023-01-01 770391113 THE MARY OAKLEY FOUNDATION INC MARY 8054945137 494 TWIN OAKS CT THOUSAND OAKS CA 913623166 WILLIAM C STIVELMAN MD CEO/MEDICAL DIRECTOR 8054945137 2024-04-15 1 WILLIAM STIVELMAN MD 999009999 0 BRIAN YACKER P00401346 9492222999 2024-04-15 0 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 17591244 X X 530363 530363 192000 192000 186915 -165031 1693129 0 -4944 -4944 552388 717419 0 0 0 2250 1125 1125 8029 4014 4015 6270 6270 0 10678 0 100 5085 5085 820 0 820 130 0 130 20007 4369 15638 53269 20863 21828 920000 920000 973269 20863 941828 -420881 696556 293594 306778 306778 26918 13128 13128 15076619 13431048 13431048 1087 805 805 580547 156918 428714 423629 3670000 127861 127248 127248 46606 42237 42237 16001399 14344873 17591244 0 0 X 0 0 0 0 16001399 14344873 16001399 14344873 16001399 14344873 16001399 -420881 0 15580518 1235645 14344873 PUBLICLY TRADED SECURITIES P 2023-01-01 2023-12-31 1693129 1858160 -165031 -165031 -165031 9682 0 9682 0 9682 11670 0 0 0 11670 0 1988 1988 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 MARYOAKLEYFOUNDATION.ORG WILLIAM C STIVELMAN MD 8054945137 494 TWIN OAKS CT THOUSAND OAKS CA 913623166 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM C STIVELMAN MD 494 TWIN OAKS CT THOUSAND OAKS CA 913623166 CEO/MEDICAL DIRECTOR 12.00 0 0 0 DAVID TROXEL MPH 494 TWIN OAKS CT THOUSAND OAKS CA 913623166 VICE PRESIDENT 2.00 0 0 0 DYLAN A GANS 494 TWIN OAKS CT THOUSAND OAKS CA 913623166 SECRETARY 2.00 0 0 0 NONE 0 NONE 0 0 13286425 430586 3839485 17556496 0 0 17556496 263347 17293149 864657 864657 9682 9682 854975 0 854975 0 854975 941828 0 941828 854975 0 0 68800 68800 941828 0 0 0 854975 86853 0 0 155653 0 0 0 0 0 0 0 155653 68800 86853 THE MARY OAKLEY FOUNDATION INC 494 TWIN OAKS CT THOUSANDS OAKS CA 913623166 8054945137 CONTACT FOR INFORMATION. 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). THE DOHENY EYE INSTITUTE 150 N ORANGE GROVE BLVD PASADENA CA 91103 NONE PC GENERAL SUPPORT 85000 FRIENDSHIP CENTER ADULT DAY CARE SERVICES 89 EUCALYPTUS LN MONTECITO CA 93108 NONE PC GENERAL SUPPORT 165000 LOMPOC VALLEY HAVEN 502 N 3RD STREET LOMPOC CA 93436 NONE PC GENERAL SUPPORT 35000 UCSF FOUNDATION PO BOX 45339 SAN FRANCISCO CA 94145 NONE PC GENERAL SUPPORT 535000 ALZHEIMER'S DISEASE INTERNATIONAL 1101 LAKE COOK RD SUITE C DEERFIELD IL 60015 NONE PC GENERAL SUPPORT 100000 920000 0 14 530363 16 186915 18 -165031 ARIZONA COMMUNITIES PARTNERSHIP RENTAL 16 -4944 0 547303 0 547303 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 8029 4014 4015 BUILDING 2000-02-26 198328 151833 SL 39.000000000000 5085 5085 LAND 2000-02-26 132219 L 0 0 LAND 2000-02-26 250000 L 0 0 CORPORATE BONDS 805 805 13431048 13431048 0 0 BUILDING 198328 156918 41410 3670000 LAND 132219 0 132219 0 LAND 250000 0 250000 0 ARIZONA COMMUNITIES AT COST 127248 127248 LEGAL 2250 1125 1125 LEASE COMM. (NET OF AMORT.) 46606 42237 42237 PRIOR PERIOD ADJUSTMENT 12671 UNREALIZED LOSS 1222974 OFFICE EXPENSE 4640 0 4640 INSURANCE 10998 0 10998 AMORTIZATION OF LEASE COMM. 4369 4369 0 ARIZONA COMMUNITIES PARTNERSHIP RENTAL -4944 -4944 -4944 APPRAISAL FEE 6270 6270 0 FEDERAL TAXES 10578 0 0 CA REGISTRATION FEES 100 0 100