Gerald Oppenheimer Family Foundation
EIN 953957582 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2020–2023
$3.6M
114 grants · $900K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $2K–$10K
grant size
42%
supporter · 30/72 multi-year
repeat
$16.0M
Assets (2023)
72
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(310) 474-0900
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $1.8M | $17.0M | $2.5M | 36 |
| 2022 | $1.1M | $13.8M | $348K | 37 |
| 2023 | $760K | $16.0M | $621K | 41 |
Grant Size Distribution
Based on 114 grants on record
Minimum
$500
25th Pctl
$2K
Median
$5K
Average
$32K
75th Pctl
$10K
Maximum
$1.1M
Geographic Distribution
Texas Counties Served
12.3% of US grants
· Rank #3 of 18 states
$42K across
14 grants
2 of 254 counties
Top 2 counties
- 1 Denton
- 2 Dallas
Officers & Directors
SP
Stephen P. Petty
2 yrs
President
Leadership
DO
DOUG Oppenheimer
2 yrs
Vice President
Leadership
BO
Brooke Oppenheimer
2 yrs
Vice President
Leadership
WO
William Oppenheimer
Vice President
Leadership
TB
Tracey Boldemann-Tatkin
3+ yrs
Treasurer
Leadership
PE
Peter L. Funsten ESQ
2 yrs
Secretary
Leadership
BJ
Bradley R. Straatsma MD JD
2 yrs
Director
SO
Susan Oppenheimer
Director
SP
Stephen P. Petty
2 yrs
President
Leadership
BO
Bill Oppenheimer
2 yrs
Vice President
Leadership
MO
Mark Oppenheimer
2 yrs
Vice President
Leadership
TB
Tracey Boldemann-Tatkin
3+ yrs
Treasurer
Leadership
BO
Brooke Oppenheimer
2 yrs
Director
DO
DOUG Oppenheimer
2 yrs
Director
PE
Peter L. Funsten ESQ
2 yrs
Director
BJ
Bradley R. Straatsma MD JD
2 yrs
Director
Grants Awarded (114 total)
| Purpose | ||||
|---|---|---|---|---|
| UCLA School of Medicine CAIM | LOS Angeles, CA | $1,092,745 | GENERAL SUPPORT | 2020 |
| UCLA School of Medicine CAIM | LOS Angeles, CA | $492,341 | GENERAL SUPPORT | 2022 |
| UCLA Foundationcaim | LOS Angeles, CA | $330,000 | GENERAL SUPPORT | 2020 |
| UCLA Foundationcaim (Ucla Division of Digestive Diseases) | Pasadena, CA | $330,000 | GENERAL SUPPORT | 2023 |
| UCLA Foundationcaim (Ucla Division of Digestive Diseases) | Pasadena, CA | $330,000 | GENERAL SUPPORT | 2022 |
| UCLA School of Medicine CAIM | LOS Angeles, CA | $180,000 | GENERAL SUPPORT | 2023 |
| UCLA Foundation | Pasadena, CA | $100,000 | GENERAL SUPPORT | 2020 |
| Family Care Foundation | Spring Valley, CA | $62,500 | GENERAL SUPPORT | 2020 |
| Kinship United | Rolling Meadows, IL | $60,000 | GENERAL SUPPORT | 2022 |
| Kinship United | Rolling Meadows, IL | $40,000 | GENERAL SUPPORT | 2023 |
| Cheshire Academy | Cheshire, CT | $25,000 | GENERAL SUPPORT | 2023 |
| Marion County Senior Services | Ocala, FL | $25,000 | GENERAL SUPPORT | 2022 |
| Veterans Park Conservancy | LOS Angeles, CA | $24,000 | GENERAL SUPPORT | 2020 |
| Marion County Senior Services | Ocala, FL | $20,000 | GENERAL SUPPORT | 2023 |
| Cheshire Academy | Cheshire, CT | $20,000 | GENERAL SUPPORT | 2022 |
| UC Regents | LOS Angeles, CA | $17,400 | GENERAL SUPPORT | 2020 |
| LOS Angeles Philharmonic | LOS Angeles, CA | $15,500 | GENERAL SUPPORT | 2020 |
| Marion County Senior Services | Ocala, FL | $15,000 | GENERAL SUPPORT | 2020 |
| UCLA Department of Neurology (Finance Office) | LOS Angeles, CA | $15,000 | GENERAL SUPPORT | 2022 |
| Jules Stein Eye Institute | LOS Angeles, CA | $13,000 | GENERAL SUPPORT | 2023 |
| LOS Angeles Philharmonic | LOS Angeles, CA | $12,000 | GENERAL SUPPORT | 2023 |
| LOS Angeles Philharmonic | LOS Angeles, CA | $12,000 | GENERAL SUPPORT | 2022 |
| New York Fine Arts Inc | New York, NM | $11,100 | GENERAL SUPPORT | 2020 |
| Cheshire Academy | Cheshire, CT | $10,000 | GENERAL SUPPORT | 2020 |
| First | Manchester, NH | $10,000 | GENERAL SUPPORT | 2020 |
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