Gerald Oppenheimer Family Foundation
The Gerald H Oppenheimer Family Foundation is a private 501(c)(3) family foundation based in Agoura Hills, California. Established in 1987, the foundation has been tax-exempt since April 1985. The organization operates as a grantmaking foundation focused on supporting charitable causes across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$18.3M
+14.1% YoY
Annual Giving
$689K
+18.7% YoY
Grant Count
51
+27.5% YoY
Avg Grant Size
$14K
-6.9% YoY
Under IRS private-foundation payout rules, Gerald Oppenheimer Family Foundation reported a distributable amount of $837K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's giving priorities include:
- Health care
- Education
- The arts
- Philanthropy, voluntarism, and grantmaking
- Human services
Grantmaking
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Geographic Focus
Where this funder awards grants
The foundation primarily directs its grantmaking toward organizations in:
- California
- Texas
- Florida
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total assets: $16,026,327
- Total giving: $580,050
- Total revenue: $621,000
- Total expenses: $514,000
- Total liabilities: $190,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $18,293,745 | $16,026,327 | $13,812,736 |
| Revenue | $745,482 | $620,510 | $347,719 |
| Expenses | $1,062,026 | $514,457 | $565,927 |
| Qualifying Distributions | $821,470 | $635,619 | $654,753 |
| Net Investment Income | $381,275 | $273,226 | $137,342 |
| Distributable Amount | $837,384 | $728,094 | $740,328 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
191 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ucla Center for East West Medicine ($185,000), Ucla Center for Neurobiology of Stress ($100,000), Ucla Foundation ($60,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN LEGION POST 71 DENTON, TX | GENERAL SUPPORT | $7,000 |
| ANGELS OF EDGEWOOD HARTFORD, CT | GENERAL SUPPORT | $5,000 |
| BARTLETT ARBORETUM BELLE PLAINE, KS | GENERAL SUPPORT | $1,500 |
| BIZ OWNERS ED INC SANGER, TX | GENERAL SUPPORT | $2,500 |
| BOYS & GIRLS CLUBS OF MARION COUNTY OCALA, FL | GENERAL SUPPORT | $10,500 |
| CENTER THEATRE GROUP OF LOS ANGELES LOS ANGELES, CA | GENERAL SUPPORT | $6,000 |
| CHESHIRE ACADEMY CHESHIRE, CT | GENERAL SUPPORT | $20,000 |
| CHILDREN'S ADVOCACY CENTER NORTH TEXAS LEWISVILLE, TX | GENERAL SUPPORT | $12,000 |
| CHRISTIAN COMMUNITY ACTION LEWISVILLE, TX | GENERAL SUPPORT | $2,500 |
| CROSS TIMBERS ROTARY CLUB CHARITIES FLOWER MOUND, TX | GENERAL SUPPORT | $1,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEPHEN P PETTY | PRESIDENT | 4 | — |
| WILLIAM OPPENHEIMER | VICE PRESIDENT | 2 | — |
| BROOKE OPPENHEIMER | VICE PRESIDENT | 1 | — |
| DOUG OPPENHEIMER | VICE PRESIDENT | 1 | — |
| PETER L FUNSTEN ESQ | SECRETARY | 1 | — |
| TRACEY BOLDEMANN-TATKIN | TREASURER | 10 | — |
| SUSAN OPPENHEIMER | DIRECTOR | 1 | — |
| BRADLEY R STRAATSMA MD JD | DIRECTOR | 1 | — |
Contact Information
Address: 28632 Roadside Dr Ste 143, Agoura Hills, CA 91301-6072
Telephone: 310-275-9389
EIN: 95-3957582
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Gerald Oppenheimer Family Foundation fund?
The foundation's giving priorities include: • Health care • Education • The arts • Philanthropy, voluntarism, and grantmaking • Human services
How do I apply for a grant from Gerald Oppenheimer Family Foundation?
**Grant Amounts:** Typical awards range from $500 to $330,000. **Recent Giving Activity:** • Total giving in 2023: $580,050 • The foundation maintains an active grantmaking program across its priority areas.
Where does Gerald Oppenheimer Family Foundation make grants?
The foundation primarily directs its grantmaking toward organizations in: • California • Texas • Florida
What size grants does Gerald Oppenheimer Family Foundation award?
In 2024, Gerald Oppenheimer Family Foundation awarded 51 grants totaling $689K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is Gerald Oppenheimer Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Gerald Oppenheimer Family Foundation reported a distributable amount of $837K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 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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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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