Gerald H Oppenheimer Family Foundation 01-7-15949-0
- Assets
- $16.0m
- Revenue
- $620.5k
- Investments
- $14.4m
- Employees
- 0
- Location
- Agoura Hills, CA
- Founding
- 04/1985
- Data as of
- 12/2023
- EIN
- 95-3957582
Organization Overview
Gerald H Oppenheimer Family Foundation 01-7-15949-0 is located in Agoura Hills, CA. The organization was established in 1985. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Gerald H Oppenheimer Family Foundation 01-7-15949-0 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Gerald H Oppenheimer Family Foundation 01-7-15949-0 generated $620.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (7.9%) each year. All expenses for the organization totaled $514.5k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (7.1%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Gerald H Oppenheimer Family Foundation 01-7-15949-0 has awarded 141 individual grants totaling $2,327,700. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Stephen P Petty President | 5 | $0 | |
William Oppenheimer Vice President | 2 | $0 | |
Brooke Oppenheimer Vice President | 1 | $0 | |
Doug Oppenheimer Vice President | 1 | $0 | |
Peter L Funsten ESQ Secretary | 1 | $0 | |
Tracey Boldemann-Tatkin Treasurer | 7 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Systems Design Associates | 12/30/22 | $126,080 |
Td Ameritrade | 12/30/22 | $55,029 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $200,000 |
| Interest on Savings | $6 |
| Dividends & Interest | $273,923 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $146,581 |
| Capital Gain Net Income | $146,581 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $620,510 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,170 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $6,853 |
| Total operating and administrative expenses | $246,748 |
| Contributions, gifts, grants paid | $267,709 |
| Total expenses and disbursements | $514,457 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $216,290 |
| Savings and temporary cash investments | $775,464 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $886,875 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $626,367 |
| Total assets | $16,026,327 |
| Accounts payable and accrued expenses | $9,638 |
| Grants payable | $180,000 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $189,638 |
Grants Awarded
Over the last fiscal year, Gerald H Oppenheimer Family Foundation 01-7-15949-0 has awarded $580,050 in support to 40 organizations.
| Grant Recipient | Amount |
|---|---|
ANGELS OF EDGEWOOD PURPOSE: GENERAL SUPPORT | $10,000 |
BARTLETT ARBORETUM PURPOSE: GENERAL SUPPORT | $1,000 |
BIZ OWNERS ED INC PURPOSE: GENERAL SUPPORT | $6,300 |
BOYS & GIRLS CLUBS OF MARION COUNTY PURPOSE: GENERAL SUPPORT | $5,000 |
CENTER THEATRE GROUP OF LOS ANGELES PURPOSE: GENERAL SUPPORT | $6,000 |
CHESHIRE ACADEMY PURPOSE: GENERAL SUPPORT | $25,000 |