Nonprofit · EIN 94-3214373
BLUE OAK FOUNDATION
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $391,567 | $358,759 | $32,808 | $3,772,193 | $0 | $3,772,193 |
| December 31, 2023 | 990-PF | $469,203 | $273,299 | $195,904 | $3,741,518 | $0 | $3,741,518 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $168,591
- Net gain from sales of assets
- $222,976
Expenses
- Grants and similar amounts paid
- $295,000
- Disbursements for charitable purposes
- $314,478
- Excise tax on investment income
- $4,942
Balance sheet and other
- Total assets, start of year
- $3,741,518
- Total assets, end of year
- $3,772,193
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,772,193
- Fair market value of assets
- $6,154,979
- Qualifying distributions
- $314,478
- Net investment income
- $388,828
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| E KIRK NEELY 555 PORTOLA ROAD, PORTOLA VALLEY, CA 94028 | PRESIDENT | 1 | $0 |
| HOLLY E MYERS 555 PORTOLA ROAD, PORTOLA VALLEY, CA 94028 | SEC/TREASURER | 3 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| E KIRK NEELY 555 PORTOLA ROAD, PORTOLA VALLEY, CA 94028 | PRESIDENT | 1 | $0 |
| HOLLY E MYERS 555 PORTOLA ROAD, PORTOLA VALLEY, CA 94028 | SEC/TREASURER | 3 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1532, PENNINGTON, NJ 08534-0691
- In care of
- % E KIRK NEELY
- Signed the 990-PF
- HOLLY MYERS, SEC/TREASURER
- Phone
- (888) 866-3275
- Return prepared by
- BANK OF AMERICA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-3214373
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $3,772,193
- Income (IRS master file)
- $2,237,431
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $391,567 | $358,759 | $3,772,193 | IRS |
| 990-PF | December 2023 | $469,203 | $273,299 | $3,741,518 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3214373).
Questions about BLUE OAK FOUNDATION
- What is the EIN of BLUE OAK FOUNDATION?
- The employer identification number (EIN) of BLUE OAK FOUNDATION is 94-3214373.
- Is BLUE OAK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to BLUE OAK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BLUE OAK FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BLUE OAK FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BLUE OAK FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BLUE OAK FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does BLUE OAK FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $391,567, expenses of $358,759 and total assets of $3,772,193 at year end.
Other nonprofits in PENNINGTON
- FOUREVERGREEN FOUNDATION INC EIN 82-3184119 · last filed 990-PF for 2025
- SHARON MATES FAMILY FOUNDATION EIN 33-4167852 · last filed 990-PF for 2025
- DELAWARE ATLANTIS FOUNDATION EIN 27-6372427 · last filed 990-PF for 2025
- O HAGAN FAMILY FOUNDATION EIN 20-4074178 · last filed 990-PF for 2025
- ERIC AND SIMONE LANG FOUNDATION EIN 30-6601935 · last filed 990-PF for 2025
- JOHN C LASKO FOUNDATION TR EIN 27-6173297 · last filed 990-PF for 2024
- WILLIAM E CHATLOS FOUNDATION EIN 30-6529677 · last filed 990-PF for 2025
- JOHN AND POLLY SPARKS FOUNDATION EIN 27-2992779 · last filed 990-PF for 2025
All nonprofits in PENNINGTON · New Jersey · Philanthropy, voluntarism and grantmaking foundations