Gerald Oppenheimer Family Foundation
The Gerald Oppenheimer Family Foundation is a private foundation based in Agoura Hills, California. Its 2025 filing reports grants to charitable organizations in areas including higher education and research, schools, science, health care, and the arts.
Gerald Oppenheimer Family Foundation at a glance
In short: Gerald Oppenheimer Family Foundation gave $903K across 60 grants in 2025 (avg $15K), mostly in California. 23% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $902,500
- +31.1% vs 2024
- Grants made (2025)
- 60
- +17.6% vs 2024
- Average grant
- $15,042
- +11.4% vs 2024
- Median grant
- $5,375
- Total assets
- $21,436,745
- +17.2% vs 2024
- New grantees (estimate)
- 23% first-time grantees (14 of 60, 2025)
- Primary geography
- California (69% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Gerald Oppenheimer Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 28632 Roadside Drive 143, Agoura Hills, CA 91301
Phone: (310) 275-9389
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Gerald Oppenheimer Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was UCLA Center for East West Medicine ($233K). Together the top 10 received $624K.
Organizations only. It also paid 1 grant to individuals ($35,000), which are not listed by name.
Grant Size Distribution
217 grants across all recorded years
The most common grant size was under $50K: 206 grants of 217 (95%).
Geographic Focus
Where this funder awards grants
In 2025, California recipients received 69% of grant dollars, followed by Connecticut at 11%, Florida at 6%, Texas at 5%, and Illinois at 3%.
Grant Distribution by State
Share of 2025 grant dollars across all 60 itemized grants.
States
Cities
Is Gerald Oppenheimer Family Foundation open to new grantees?
23%
first-time grantees, 2025
In 2025, 14 of 60 grantees (23%) were first-time recipients. First grants averaged $6K; repeat grants $18K. How we count
Medians: $5K first-time, $6K repeat.
- 68% of 2025 grantees were also funded in 2024. Method
- Giving grew 57% from 2022 to 2025. Method
- In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $494K (2021) to $903K (2025). In 2025 it made 60 grants totaling $903K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UCLA Center for East West Medicine Santa Monica, CA | General Support | $232,500 |
| UCLA Foundation Pasadena, CA | General Support | $194,000 |
| UCLA Center for Neurobiology of Stress Pasadena, CA | General Support | $50,000 |
| Cheshire Academy Cheshire, CT | General Support | $35,000 |
| 1 grant to individuals Recipients not named | — | $35,000 |
| Kinship United Rolling Meadows, IL | General Support | $25,000 |
| Children's Advocacy Center North Texas Lewisville, TX | General Support | $20,000 |
| Marion County Senior Services Ocala, FL | General Support | $20,000 |
| UCLA Foundation Fund 62999C Pasadena, CA | General Support | $20,000 |
| Connecticut Science Center Hartford, CT | General Support | $15,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $21,436,745 | $3,980,588 | $1,335,017 | $902,500 | 60 | $1,022,317 | $2,332,970 | $975,188 |
| 2024 | $18,293,745 | $745,482 | $1,062,026 | $688,500 | 51 | $821,470 | $381,275 | $837,384 |
| 2023 | $16,026,327 | $620,510 | $514,457 | $580,050 | 40 | $635,619 | $273,226 | $728,094 |
| 2022 | $13,812,736 | $347,719 | $565,927 | $573,450 | 36 | $654,753 | $137,342 | $740,328 |
| 2021 | $17,884,847 | $897,755 | $669,345 | $494,400 | 30 | $605,415 | $694,583 | $853,089 |
| 2020 | $16,976,213 | $2,527,146 | $860,488 | $679,800 | 35 | — | $2,275,309 | $707,309 |
| 2019 | $15,569,168 | $936,706 | $743,332 | $593,200 | 44 | — | $681,971 | $720,119 |
Under IRS private-foundation payout rules, Gerald Oppenheimer Family Foundation reported a distributable amount of $975K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for organizations with varied missions. The UCLA Foundation describes itself as the giving, receiving, and investing arm of the UCLA campus, helping private donors advance the university. Cheshire Academy describes its work as college-preparatory education, while Connecticut Science Center says it promotes lifelong learning through interactive science experiences. Glastonbury ABC says it supports students from geographically disadvantaged areas with lodging, meals, educational activities, and scholastic support. Other 2025 grantees included organizations whose stated missions concern children’s health care, eye research, and education for students with learning differences.
Grantmaking
In filing year 2025, the foundation made 60 grants totaling $902,500. Grants ranged from $500 to $232,500, with a median of $5,375. The largest listed awards included $232,500 to UCLA Center for East West Medicine, $194,000 to UCLA Foundation, and $50,000 to UCLA Center for Neurobiology of Stress. Other listed grants included $35,000 to Cheshire Academy, $25,000 to Kinship United, and $20,000 each to Children’s Advocacy Center North Texas and Marion County Senior Services. The listed grants were designated for general support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Stephen P Petty as president; William Oppenheimer, Brooke Oppenheimer, and Douglas Oppenheimer as vice presidents; and Peter L Funsten Esq as secretary. It lists Tracey Boldemann-Tatkin, Susan Oppenheimer, and Bradley R Straatsma MD JD as directors.
Gerald Oppenheimer Family Foundation is led by Stephen P. Petty, President since 2021 (on filings since 2019); none of the 8 officers listed in 2025 report compensation.
Officers on the 2025 filing
Stephen P. Petty
President
Treasurer → President, 2021
On filings since 2019
5 hrs/week
No compensation reported
Tracey Boldemann-Tatkin
Director
Secretary → Treasurer, 2021
Treasurer → Director, 2025
On filings since 2019
9 hrs/week
No compensation reported
Bradley R. Straatsma MD JD
Director
On filings since 2021
1 hr/week
No compensation reported
Susan Oppenheimer
Director
On filings since 2023
1 hr/week
No compensation reported
Brooke Oppenheimer
Vice President
Director → Vice President, 2023
On filings since 2021
1 hr/week
No compensation reported
Peter L. Funsten Esq.
Secretary
Director → Secretary, 2023
On filings since 2021
1 hr/week
No compensation reported
William Oppenheimer
Vice President
On filings since 2023
1 hr/week
No compensation reported
Douglas Oppenheimer
Vice President
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (5)
- Former: Doug Oppenheimer (2021–2024) — Vice President
- Former: Bill Oppenheimer (2019–2022) — Vice President
- Former: Mark Oppenheimer (2019–2022) — Vice President
- Former: Gail Oppenheimer (2019–2021) — Past Chairperson
- Former: Gerald Oppenheimer (2019–2021) — Past President
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Gerald Oppenheimer Family Foundation
How much does Gerald Oppenheimer Family Foundation give each year?
Gerald Oppenheimer Family Foundation gave $903K across 60 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $689K across 51 grants.
What is Gerald Oppenheimer Family Foundation's typical grant size?
Gerald Oppenheimer Family Foundation's median grant in 2025 was $5,375, and its average grant was $15,042, across 60 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Gerald Oppenheimer Family Foundation that year got $6K on average.
Where does Gerald Oppenheimer Family Foundation give grants?
Gerald Oppenheimer Family Foundation gives mostly in California: 69% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Connecticut (11%) and Florida (6%). The most frequent recipient cities were Los Angeles, CA (11 grants), Ocala, FL (5 grants), Lewisville, TX (4 grants) and Pasadena, CA (3 grants).
Does Gerald Oppenheimer Family Foundation give general operating support?
Yes: 100% of Gerald Oppenheimer Family Foundation's 2025 grants with a stated purpose (60 of 60) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Gerald Oppenheimer Family Foundation's largest grantees?
Gerald Oppenheimer Family Foundation's largest 2025 grantees include UCLA Center for East West Medicine ($232,500), UCLA Foundation ($194,000) and UCLA Center for Neurobiology of Stress ($50,000), according to its 2025 IRS Form 990-PF. It also paid 1 grant to individuals ($35,000), which are not listed by name. Together they received 53% of its itemized 2025 grant dollars.
How large is Gerald Oppenheimer Family Foundation?
Gerald Oppenheimer Family Foundation reported $21.4M in total assets on its 2025 IRS Form 990-PF. It paid out $1.0M in qualifying distributions that year, against a required minimum of $975K (roughly 5% of its investment assets).
What does Gerald Oppenheimer Family Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants included support for organizations with varied missions. The UCLA Foundation describes itself as the giving, receiving, and investing arm of the UCLA campus, helping private donors advance the university. See mission & focus areas ↑
How do I apply for a grant from Gerald Oppenheimer Family Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Gerald Oppenheimer Family Foundation's EIN?
Gerald Oppenheimer Family Foundation's EIN (Employer Identification Number) is 95-3957582. IRS Form 990 filing data is available on this page for 2019–2025.
Does Gerald Oppenheimer Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 29, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 12, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Gerald Oppenheimer Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Gerald Oppenheimer Family Foundation funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/gerald-oppenheimer-family-foundation-morg_0f10694adac24736843f122ebf3cd2f1
BibTeX
@misc{grantable_953957582_2026,
author = {{Grantable}},
title = {{Gerald Oppenheimer Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/gerald-oppenheimer-family-foundation-morg_0f10694adac24736843f122ebf3cd2f1},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Gerald Oppenheimer Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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