2026-08-31T13:59:52-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2050 MAIN STREET SUITE 700 IRVINE CA 92614 990PF 2025-01-01 770391113 THE MARY OAKLEY FOUNDATION INC MARY 8054945137 494 TWIN OAKS CT THOUSAND OAKS CA 913623166 WILLIAM C STIVELMAN MD CEO/MEDICAL DIRECTOR 8054945137 2026-08-18 1 BRIAN YACKER P00401346 9492222999 2026-08-18 2025 X 17684379 X X 555324 520669 212700 212700 207615 -91281 1657004 0 676743 733369 0 0 0 39784 19892 19892 7500 3750 3750 6358 6358 0 10037 0 100 5085 5085 661 0 661 82 0 82 22073 4369 17704 91580 39454 42189 633666 633666 725246 39454 675855 -48503 693915 411403 254668 254668 85260 5243 5243 12973626 13720320 13720320 722 649 649 580547 167088 418544 413459 3670000 37868 33499 33499 13927423 14427838 17684379 0 0 X 0 0 0 0 13927423 14427838 13927423 14427838 13927423 14427838 13927423 -48503 548918 14427838 0 14427838 PUBLICLY TRADED SECURITIES P 2025-01-01 2025-12-31 1657004 1744232 -87228 -87228 -87228 9645 0 9645 0 9645 10000 0 4700 0 14700 0 5055 5055 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/TREASURER 2.00 0 0 0 NONE 0 NONE 0 0 13372402 353334 3670000 17395736 0 0 17395736 260936 17134800 856740 856740 9645 9645 847095 0 847095 0 847095 675855 0 675855 847095 0 0 68800 86853 87933 243586 675855 0 0 0 675855 0 171240 171240 72346 0 0 0 0 0 0 0 72346 72346 THE MARY OAKLEY FOUNDATION INC 494 TWIN OAKS CT THOUSANDS OAKS CA 913623166 8054945137 CONTACT FOR INFORMATION. NONE. TO QUALIFY FOR RESIDENTIAL GRANT 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). ALZHEIMER'S DISEASE INTERNATIONAL C/O WIPFLI LLP 100 TRI-STATE INTERNATIONAL LINCOLNSHIRE IL 60069 NONE PC ADI WORLD REPORT, ADI BIENNIEL CONFERENCE ATTENDANCE BURSARIES FOR INDIGENT CARETAKER, CARETAKER FAMILIES, PERSONAL SURVEYS OF ATTITUDES ABOUT ALZHEIMER'S DISEASE 100000 DOHENY EYE INSTITUTE 150 N ORANGE GROVE BLVD PASADENA CA 91103 NONE PC 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 80000 FRIENDSHIP CENTER ADULT DAY CARE SERVICES 89 EUCALYPTUS LN MONTECITO CA 93108 NONE PC 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 145000 UC DAVIS FOUNDATION 4900 BROADWAY SUITE 1150 SACRAMENTO CA 95820 NONE PC COMPLETION OF PLEDGE TO ESTABLISH THE MARY OAKLEY FOUNDATION ENDOWED FACULTY FELLOWSHIP IN NEURODEGENERATION 308666 633666 0 14 555324 16 207615 18 -91281 0 671658 0 671658 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 7500 3750 3750 BUILDING 2000-02-26 198328 162003 SL 39.000000000000 5085 5085 LAND 2000-02-26 132219 L 0 0 LAND 2000-02-26 250000 L 0 0 CORPORATE BONDS 649 649 13720320 13720320 0 0 BUILDING 198328 167088 31240 3670000 LAND 132219 0 132219 0 LAND 250000 0 250000 0 LEGAL 39784 19892 19892 LEASE COMM. (NET OF AMORT.) 37868 33499 33499 OFFICE EXPENSE 3568 0 3568 INSURANCE 10987 0 10987 AMORTIZATION OF LEASE COMM. 4369 4369 0 EQUIPMENT 3149 0 3149 UNREALIZED GAIN 548918 FEDERAL TAXES 9937 0 0 CA REGISTRATION FEES 100 0 100