2026-07-24T14:32:54-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 943289689 Oates Family Foundation % Foundation Source OATE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Philip Oates President 8008391754 2026-07-07 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 2010160 X 1100000 19965 19965 41343 41343 135398 1441800 135398 1296706 196706 0 15247 0 0 15247 17083 17083 2596 15485 15485 50411 17083 0 30732 1885620 1885620 1936031 17083 0 1916352 -639325 179623 0 659737 381528 381528 1344089 1482973 1628632 500000 2503826 1864501 2010160 0 0 X 2503826 1864501 2503826 1864501 2503826 1864501 2503826 -639325 1864501 1864501 Publicly-traded Securities 1441800 1306402 135398 135398 135398 2497 2497 2497 1700 0 800 2500 X 0 3 3 0 false false false false false false true true true CA true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Matt Oates Foundation Source 501 Silverside Rd Wilmington DE 198091377 Chief Financial Officer 1.0 0 0 0 Philip D Oates Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Courtney Oates-Reed Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Dir 1.0 0 0 0 Michael Reed Foundation Source 501 Silverside Rd Wilmington DE 198091377 Treas 1.0 0 0 0 1764436 677510 0 2441946 0 2441946 36629 2405317 120266 120266 2497 2497 117769 117769 117769 1916352 0 0 0 0 1916352 117769 2023 2022 2021 448370 128053 1136946 2885891 1669013 6268273 1916352 117769 1798583 8066856 0 448370 7618486 128053 1136946 2885891 1669013 1798583 Philip D Oates X AGAPE INTERNATIONAL MISSIONS 4010 FOOTHILLS BLVD STE 103 PMB 24 ROSEVILLE CA 95747 N/A PC General & Unrestricted 25500 ALLIANCE FOR COMPASSION AND EDUCATIONAL DEVELOPMEN 3401 MAYEW RD SACRAMENTO CA 95827 N/A PC General & Unrestricted 137250 ANDERSON FAMILY FOUNDATION 2121 AVE OF THE STARS 15TH FLOO LOS ANGELES CA 90067 N/A PC General & Unrestricted 14480 ANRAK CHARITABLE FOUNDATION 5820 MAYHEW RD SACRAMENTO CA 95827 N/A PC General & Unrestricted 5000 BATTLEFIELDS TO BALLFIELDS 2443 FAIR OAKS BLVD 503 SACRAMENTO CA 95825 N/A PC General & Unrestricted 77000 BAYSIDE COVENANT CHURCH GRANITE BAY ROSEVILLE CA PO BOX 2336 GRANITE BAY CA 95746 N/A PC General & Unrestricted 8804 BOYS & GIRLS CLUB OF TRACY INC 753 W LOWELL AVE TRACY CA 95376 N/A PC General & Unrestricted 5000 BUILDING BLOCKS NON PROFIT 2205 GOLDEN VALLEY RD MINNEAPOLIS MN 55411 N/A PC General & Unrestricted 50000 CITY MISSION MINISTRIES 26200 DATE ST HIGHLAND CA 92346 N/A PC General & Unrestricted 10000 COOK FOUNDATION 3203 FITZGERALD RD RNCHO CORDOVA CA 95742 N/A PC General & Unrestricted 25000 DESTINY CHRISTIAN CHURCH ASSEMBLY OF GOD 6900 DESTINY DR ROCKLIN CA 95677 N/A PC General & Unrestricted 1265500 DONOVAN CREASON MEMORIAL TRUST FUND 103 RUSSLER LN FOLSOM CA 95630 N/A PC General & Unrestricted 250 DOWN 2 EARTH CHRISTIAN FELLOWSHIP 17838 MONO COURT ADELANTO CA 92301 N/A PC General & Unrestricted 5000 DREAMCHASERS UNITED INC PO BOX 1485 LEXINGTON KY 40588 N/A PC General & Unrestricted 4500 DRIVING OUT CANCER INC 19671 BEACH BLVD STE 100 HUNTINGTN BCH CA 92648 N/A PC General & Unrestricted 15000 FAMILY PROMISE OF THE MIDLANDS INC 1333 OMAREST DR COLUMBIA SC 29210 N/A PC General & Unrestricted 5000 HAMMACK FOUNDATION 3009 DOUGLAS BLVD STE 300 ROSEVILLE CA 95661 N/A PC General & Unrestricted 15000 HAROLD PUMP FOUNDATION 13636 VENTURA BLVD STE 416 SHERMAN OAKS CA 91423 N/A PC General & Unrestricted 20000 HOMES FOR FAMILIES 21031 VENTURA BLVD STE 610 WOODLAND HILLS CA 91364 N/A PC General & Unrestricted 1000 INVITED FOUNDATION 5221 N OCONNOR BLVD 300 IRVING TX 75039 N/A PC General & Unrestricted 5000 KYLES FAMILY FOUNDATION 21800 OXNARD ST STE 940 WOODLAND HLS CA 91367 N/A PC General & Unrestricted 16336 LADYLIKE FOUNDATION 4859 W SLAUSON AVE 128 LOS ANGELES CA 90056 N/A PC General & Unrestricted 3000 LOS RIOS FOUNDATION 1919 SPANOS CT SACRAMENTO CA 95825 N/A PC General & Unrestricted 5000 MARCUS ALLEN FOUNDATION 9404 GENESEE AVE STE 100 LA JOLLA CA 92037 N/A PC General & Unrestricted 5000 MIKUNI CHARITABLE ORGANIZATION 5012 LUCE AVE STE 100 MCCLELLAN CA 95652 N/A PC General & Unrestricted 20000 PACIFIC JUSTICE INSTITUTE CAPE HORN RD SACRAMENTO CA 95827 N/A PC General & Unrestricted 2500 PLAY GLOBALL 1009 VAN SLYKE AVE SAINT PAUL MN 55103 N/A PC General & Unrestricted 5000 PODIUM SOCIETY INC 2980 N BEVERLY GLEN CIR STE 202E LOS ANGELES CA 90077 N/A PC General & Unrestricted 10000 PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUD 4220 DIXIE CANYON AVE SHERMAN OAKS CA 91423 N/A PC General & Unrestricted 5000 PTA COLORADO CONGRESS 11551 WYCO DR NORTHGLENN CO 80233 N/A PC General & Unrestricted 5000 SACRAMENTO AREA YOUTH GOLF ASSOCIATION 3704 MARCONI AVE STE 1 SACRAMENTO CA 95821 N/A PC General & Unrestricted 26500 SIERRA COLLEGE FOUNDATION 5100 SIERRA COLLEGE BLVD ROCKLIN CA 95677 N/A PC General & Unrestricted 1000 STONIER SCHOLARSHIP INC 1122 KENILWORTH DR STE 201 TOWSON MD 21204 N/A PC General & Unrestricted 25000 UNIVERSITY FOUNDATION AT SACRAMENTO STATE 6000 J ST SACRAMENTO CA 95819 N/A PC General & Unrestricted 27000 WESTERN STATES FELLOWSHIP 6106 OCEAN VIEW DR OAKLAND CA 94618 N/A PC General & Unrestricted 15000 YES YOUNG ENOUGH TO SERVE 1040 CREEK DR SCOTTS VALLEY CA 95066 N/A PC General & Unrestricted 15000 YOUTH BASKETBALL ACADEMY 1091 TINKER RD STE 200A ROCKLIN CA 95765 N/A PC General & Unrestricted 5000 1885620 14 19965 14 41343 18 135398 196706 196706 false false false false false false false false false false X X 1 Oates Philip D 555 Capitol Mall Suite 900 Sacramento CA 95814 1100000 X Audit Fees 15247 15247 ADVANCED DRAINAGE SYSTEMS INC 5005 5852 AGCO CP 7487 7867 ALIGN TECHNOLOGY, INC 4987 4088 ALLEGION PLC 3472 3760 ALPHABET INC CL A 27369 44759 ALPHABET INC CL C 12121 18605 AMAZON COM 45240 48472 AMETEK INC 7163 9326 APPLE INC 18893 22212 APPLIED MATERIALS INC 30411 43945 BENTLEY SYSTEMS INC CL B 3122 2647 BERKSHIRE HATHAWAY INC. CLASS 37454 39919 BROADCOM INC 12153 12771 BROADRIDGE FINANCIAL 4090 4321 BROWN & BROWN INC 2973 3075 CAPITAL ONE FINANCIAL CORP 40302 49926 CARVANA CO. 8583 10318 CHARLES SCHWAB CORP 1191 1338 CHIPOTLE MEX GRILL 2523 2216 CHUBB LIMITED 12051 14918 CIGNA CORPORATION 7817 6564 COLGATE-PALMOLIVE COMPANY 1286 1194 CONOCOPHILLIPS 9511 9228 CONSTELLATION ENERGY GROUP INC 1823 1946 COOPER COMPANIES INC 5809 5650 COTERRA ENERGY INC 25276 28241 CVS CAREMARK CORP 24807 35553 DANAHER CORP 1818 1843 DARLING INGREDIENTS INC 3943 3888 DOMINOS PIZZA INC 5412 5179 DOORDASH ORD SHS CLASS A 1544 1284 ELI LILLY & CO 4103 6543 EMCOR GROUP INC 3837 4815 EQUIFAX INC 6325 5386 EXPONENT, INC 4422 3371 FIRST TRUST S&P REIT INDEX F 80483 81575 GE VERNOVA 2538 2656 GENERAL ELECTRIC CO 2933 4896 HAMILTON LANE INC 6972 6200 HEICO CP CL A 5667 7458 HENRY JACK & ASSOC INC 4841 4870 HOULIHAN LOKEY INC 6832 8358 IAC INTERACTIVE CORP 4265 4340 INTUITIVE SURGICAL 3408 3861 LENNOX INTL INC 3097 3735 LINDE PLC COM 1291 1157 LPL FINANCIAL HOLDINGS INC 4310 5228 MARKEL CORP 18981 22784 MARSH AND MCLENNAN COMPANIES I 1705 1529 MASTERCARD INC 6454 6388 META PLATFORMS INC 52216 46993 MGM RESORTS INTERNATIONAL 31224 33096 MICROSOFT CORP 31856 30800 MONOLITHIC POWER SYSTEMS, INC 5030 8921 MORGAN STANLEY 1617 1953 MSCI INC 5454 5643 NETFLIX INC 6212 5394 NORDSON CP 3711 3663 NVIDIA CORP 31146 36741 OLD DOMINION FREIGHT LINE 6051 5891 ORACLE CORP 4104 2579 OWENS CORNING 13341 8546 PENTAIR INC. COM 4991 5872 PINTEREST INC 14433 12065 POOL CORP 5252 3658 QUEST DIAGNOSTICS 7021 7244 RESTAURANT BRANDS INTL 8260 8870 ROPER INDUSTRIES 1501 1283 ROSS STORES, INC 5992 7902 SEA LTD 2211 1623 SERVICE NOW 3331 4059 SHERWIN-WILLIAMS CO 2040 1854 SHOPIFY INC 2188 2932 SOLVENTUM CORPORATION 13164 14659 SPDR GOLD SHARES 54303 81244 STRYKER CORPORATION 2193 2047 SYNOPSYS, INC 3407 2607 T-MOBILE US INC 2785 2258 TAIWAN SEMICONDUCTOR MFG CO LT 1791 2451 TECK RESOURCES LIMITED 16192 19348 TELEDYNE TECH INC 6806 7583 TESLA MOTORS INC 5763 7824 TEXAS INSTRUMENTS INC 24215 20819 THERMO FISHER SCIENTIFIC INC 1948 2349 THORNBURG GLOBAL VALUE FUND CL 70984 80683 THORNBURG INTERNATIONAL GROWTH 87098 82346 TRANSAMERICA SHORT TERM BOND I 241609 243873 TYSON FOODS INC CL A 24834 25558 UNITEDHEALTH GROUP INC 15580 17858 UNIVERSAL DISPLAY CORP 5068 3476 US BANCORP 33341 40500 VERISK ANALYTICS, INC 5137 5222 VIATRIS ORD SHS 32934 34711 VISA INC 4241 7156 WELLS FARGO & CO 20899 26282 WEST PHARMA SVCS INC 6018 6587 WESTINGHOUSE AIR BRAKE TECHNOL 5381 7554 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, 2025, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,885,620. This amount represents 25% or more of the Foundation's net assets of $2,550,605 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2025. 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 XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 15163 15163 Postage/Delivery Service 102 102 State or Local Filing Fees 220 220 Investment Management Services 17083 17083 990-PF Estimated Tax for 2025 1700 990-PF Excise Tax for 2024 896