Gerard Family Trust

Foundation · Grantmaker Las Vegas, NV EIN: 95-6497394

Gerard Family Trust is a private foundation, based in Las Vegas, NV. IRS filing data is available from 2020 through 2022. In 2022, it awarded 1 grant totaling $6K.

Key facts about Gerard Family Trust

In short: Gerard Family Trust gave $6K across 1 grant in 2022 (avg $6K), mostly in California. Source: 2022 IRS Form 990-PF.

EIN
95-6497394
Latest 990 filing
Form 990-PF, 2022
Annual giving (2022)
$6,000
Grants made (2022)
1
Average grant
$6,000
Median grant
$6,000
Primary geography
California (100% of itemized 2022 grant dollars)

Data from IRS Form 990-PF, 2022; updated September 2026.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$6K

-89.6% YoY

Grant Count

1

-75.0% YoY

Avg Grant Size

$6K

-58.3% YoY

Under IRS private-foundation payout rules, Gerard Family Trust reported a distributable amount of $1K for 2022 — the minimum it must pay out in qualifying distributions.

How Gerard Family Trust gives

  • In 2022 it paid out 422% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2022 grant dollars.

States

Cities

IrvineCosta MesaOrange

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K1 grants20204 grants20211 grants2022

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2022

Uci Foundation: $6KUci Foundation$6K

Grant Size Distribution

6 grants across all recorded years

6<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
UCI FOUNDATION Irvine, CABIOLOGICAL SCIENCES GRADUATE FELLOWSHIP FUND$6,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K202020212022
Metric202220212020
Total Assets—$55,240$81,344
Revenue$3$81,040$78,683
Expenses$54,343$105,500$80,160
Qualifying Distributions$6,000$57,500—
Net Investment Income—$33,040$50,523
Distributable Amount$1,422$5,292$8,338

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2022

Leadership & Key People

Officers and directors from IRS filings

Gerard Family Trust is led by Michael J. Oldmen, Trustee on every filing since 2020 — the only officer listed, and compensated.

Officers on the 2022 filing

  • Michael J. Oldmen

    Trustee

    On filings since 2020

    10 hrs/week

    $40K (2020) → $44K (2022)

Data from IRS Form 990 filings, 2020–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2022 IRS filing

Michael J Oldmen — Trustee: $44KMichael J OldmenTrustee$44K

Frequently asked questions about Gerard Family Trust

How much does Gerard Family Trust give each year?

Gerard Family Trust gave $6K across 1 grant in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $58K across 4 grants.

Where does Gerard Family Trust operate?

Gerard Family Trust has awarded grants in California.

How much is Gerard Family Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2022, Gerard Family Trust reported a distributable amount of $1K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Gerard Family Trust's EIN?

Gerard Family Trust's EIN (Employer Identification Number) is 95-6497394. IRS Form 990 filing data is available on this page for 2020–2022.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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