Brautigam Kaplan Ostergaard Foundation

RANCHO MIRAGE, CA EIN: 94-3124771

The Brautigam Kaplan Ostergaard Foundation is a private philanthropic organization based in Rancho Mirage, California. Established in November 1990, the foundation operates as a 501(c)(3) tax-exempt organization and manages a diversified grantmaking portfolio across multiple states and cities.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.2M

+27.3% YoY

Annual Giving

$403K

+7.4% YoY

Grant Count

-30.0% YoY

Avg Grant Size

$58K

+53.4% YoY

Under IRS private-foundation payout rules, Brautigam Kaplan Ostergaard Foundation reported a distributable amount of $98K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation has not publicly articulated a formal mission statement. However, based on recent grantmaking activity, the foundation supports initiatives in education, philanthropy, voluntarism and grantmaking, and health care. The foundation also demonstrates funding interest in arts and culture initiatives.

Grantmaking

The foundation does not accept unsolicited applications and operates on an invitation-only basis.

Grant Range

$20,000

How to Apply

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Geographic Focus

Where this funder awards grants

The foundation supports initiatives across multiple U.S. locations, including:

California: Indio, Palm Springs, Rancho Mirage, Sacramento, San Francisco
New Mexico: Santa Fe
Washington: Seattle
Wisconsin: Madison, Milwaukee

The foundation also maintains funding interests in New York.

Grant Distribution by State

New Mexico $971K (48%)

California $837K (41%)

Washington $105K (5%)

Wisconsin $105K (5%)

New York $13K (1%)

States

California New Mexico New York Washington Wisconsin

Cities

IndioMadisonMilwaukeeNew YorkPalm SpringsRancho MirageSacramentoSan FranciscoSanta FeSeattleWhite Plains

Financial History

Multi-year comparison from IRS filings

Assets & Revenue:

Total assets (2024): $2,182,414
Total revenue (2024): $306,000
Total expenses (2024): $408,000
Total liabilities (2024): $0
Giving rate: 18.4% of assets

Financial Trend: The foundation maintains a modest asset base with annual giving representing a meaningful portion of its resources.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,182,414	$1,714,018	$2,062,695
Revenue	$306,161	$35,006	$498,476
Expenses	$408,338	$384,894	$618,231
Qualifying Distributions	$404,735	$377,209	$596,735
Net Investment Income	$298,158	$43,729	$192,930
Distributable Amount	$97,657	$104,494	$110,326

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Grant Size Distribution

46 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Santa Fe Opera ($250,000), San Francisco Ballet ($100,000), University of Wisconsin Foundation ($25,000).

Recipient	Purpose	Amount
SANTA FE OPERA SANTA FE, NM	SUPPORT FOR 2025 SEASON	$250,000
SAN FRANCISCO BALLET SAN FRANCISCO, CA	GENERAL FUNDING	$100,000
UNIVERSITY OF WISCONSIN FOUNDATION MILWAUKEE, WI	FOUNDATION FUND FOR GENDER STUDIES (STUDENT GRANTS) AND DOCTORAL DISSERTATION SUPPORT.	$25,000
SANTA FE CHAMBER MUSIC FESTIVAL SANTA FE, NM	SUPPORT FOR EDUCATIONAL PROGRAMS	$15,000
CENTRAL PARK CONSERVANCY NEW YORK, NY	GENERAL FUNDING	$7,500
FIND FOOD BANK INDIO, CA	GENERAL FUNDING	$5,000
UNITED CORP SERVICES WHITE PLAINS, NY	2024 ANNUAL REPRESENTATION FEE FOR FURNISHING STATUTORY AGENT AND OFFICE	$210

Leadership & Key People

Leadership team and compensation from IRS filings

David Kaplan – Executive Director (serves without compensation)
Glenn Ostergaard – Secretary and Treasurer (serves without compensation)

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DAVID KAPLAN	EXECUTIVE DIRECTOR	1	—
GLENN OSTERGAARD	SECRETARY & TREASURER	1	—

Frequently Asked Questions

What does Brautigam Kaplan Ostergaard Foundation fund?

How do I apply for a grant from Brautigam Kaplan Ostergaard Foundation?

**Grant Activity & Scale:** • Total giving in 2024: $402,710 • Number of grants awarded (2024): 6 • Median grant size: $20,000 • Grant range: $5,000 to $250,000 • Typical award range: $210,000–$250,000 **Application Process:** The foundation does not accept unsolicited applications and operates on an invitation-only basis.

Where does Brautigam Kaplan Ostergaard Foundation make grants?

The foundation supports initiatives across multiple U.S. locations, including: • **California:** Indio, Palm Springs, Rancho Mirage, Sacramento, San Francisco • **New Mexico:** Santa Fe • **Washington:** Seattle • **Wisconsin:** Madison, Milwaukee The foundation also maintains funding interests in New York.

What size grants does Brautigam Kaplan Ostergaard Foundation award?

In 2024, Brautigam Kaplan Ostergaard Foundation awarded 7 grants totaling $403K — an average of about $58K per grant, based on its IRS Form 990 filings.

How much is Brautigam Kaplan Ostergaard Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Brautigam Kaplan Ostergaard Foundation reported a distributable amount of $98K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Brautigam Kaplan Ostergaard Foundation's EIN?

Brautigam Kaplan Ostergaard Foundation's EIN (Employer Identification Number) is 94-3124771. IRS Form 990 filing data is available on this page for 2020–2024.