Nonprofit · EIN 95-4242742
JACK OAKIE AND VICTORIA HORNE OAKIE CHARITABLE FOUNDATION
Tax-exempt · OXNARD, CA 93035
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $223,383 | $246,141 | -$22,758 | $2,694,066 | $0 | $2,694,066 |
| December 31, 2023 | 990-PF | $67,552 | $228,789 | -$161,237 | $2,716,824 | $0 | $2,716,824 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $79,582
- Interest
- $1,010
- Net gain from sales of assets
- $142,791
Expenses
- Grants and similar amounts paid
- $175,150
- Compensation of officers, directors and key employees
- $44,909
- Disbursements for charitable purposes
- $199,154
- Excise tax on investment income
- $2,415
Balance sheet and other
- Total assets, start of year
- $2,716,824
- Total assets, end of year
- $2,694,066
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,694,066
- Fair market value of assets
- $3,137,361
- Qualifying distributions
- $199,154
- Net investment income
- $220,055
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 |
|---|---|---|---|
| DAVID SONNE 5540 WEST 5TH STREET VILLA 84, OXNARD, CA 93035 | TRUSTEE | 28 | $44,909 |
| BARRY PASCAL 19421 MARILLA ST, NORTHRIDGE, CA 91324 | TRUSTEE | 18 | $0 |
| CHARLES COLLIER 1800 AVENUE OF THE STARS 900, LOS ANGELES, CA 90067 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID SONNE 5540 WEST 5TH STREET VILLA 84, OXNARD, CA 93035 | TRUSTEE | 28 | $43,926 |
| BARRY PASCAL 19421 MARILLA ST, NORTHRIDGE, CA 91324 | TRUSTEE | 18 | $0 |
| CHARLES COLLIER 1800 AVENUE OF THE STARS 900, LOS ANGELES, CA 90067 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 5540 W 5TH ST SPC 84, OXNARD, CA 93035-4885
- In care of
- % DAVID SONNE
- Signed the 990-PF
- DAVID SONNE, TRUSTEE
- Phone
- (818) 648-2152
- Return prepared by
- THE BRAE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4242742 or by the name JACK OAKIE AND VICTORIA HORNE OAKIE CHARITABLE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 95-4242742
- 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
- 1989
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,694,066
- Income (IRS master file)
- $1,289,918
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $223,383 | $246,141 | $2,694,066 | XML |
| 990-PF | December 2023 | $67,552 | $228,789 | $2,716,824 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 95-4242742).
Questions about JACK OAKIE AND VICTORIA HORNE OAKIE CHARITABLE FOUNDATION
- What is the EIN of JACK OAKIE AND VICTORIA HORNE OAKIE CHARITABLE FOUNDATION?
- The employer identification number (EIN) of JACK OAKIE AND VICTORIA HORNE OAKIE CHARITABLE FOUNDATION is 95-4242742.
- Is JACK OAKIE AND VICTORIA HORNE OAKIE CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to JACK OAKIE AND VICTORIA HORNE OAKIE CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACK OAKIE AND VICTORIA HORNE OAKIE CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACK OAKIE AND VICTORIA HORNE OAKIE CHARITABLE 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 JACK OAKIE AND VICTORIA HORNE OAKIE CHARITABLE 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 JACK OAKIE AND VICTORIA HORNE OAKIE CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $44,909 (DAVID SONNE, TRUSTEE).
- How much revenue does JACK OAKIE AND VICTORIA HORNE OAKIE CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $223,383, expenses of $246,141 and total assets of $2,694,066 at year end.
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