Obren B & Marilyn M Gerich Foundation
The Obren B & Marilyn M Gerich Foundation is a private foundation based in Moorpark, California. Established in 1982, the foundation operates as a charitable organization with a volunteer board structure and limited paid staffing. The foundation supports a diverse range of charitable causes across multiple states.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$496K
-10.9% YoY
Annual Giving
$95K
-79.8% YoY
Grant Count
18
-41.9% YoY
Avg Grant Size
$5K
-65.3% YoY
Under IRS private-foundation payout rules, Obren B & Marilyn M Gerich Foundation reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's grantmaking focuses on education, human services, and philanthropy. Specific funding areas have included support for higher education, science and STEM education, and various nonprofit initiatives. The foundation maintains a general charitable purpose without a narrowly defined subject area focus.
Grantmaking
The foundation operates on a preselected-only basis, meaning it makes contributions exclusively to charitable organizations it has already identified. The foundation does not accept unsolicited grant applications.
Grant Range
$25 to $249,905
Average Grant
$5,000 to $69,000 (varies by reporting period)
How to Apply
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Geographic Focus
Where this funder awards grants
The foundation primarily supports organizations in California, Virginia, and Pennsylvania. Grantmaking also reaches organizations across Arizona, New York, District of Columbia, and at least 16 states total. Major urban centers including Los Angeles, New York, and Chicago have received support, along with smaller communities across the United States.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Financial Data (2024):
- Total assets: $496,089 to $556,754
- Total giving: $95,290 to $472,276 (varies by reporting period)
- Annual revenue: $150,000 to $368,283
- Annual expenses: $482,140
- Giving rate: 77.1%
Historical Trend: Total assets have decreased from $1.1 million in 2011 to approximately $496,000-$556,000 in 2024. Annual giving has fluctuated, ranging from $80,000 in 2019 to $472,000 in 2023.
Cumulative Grantmaking: The foundation has made approximately 192 grants totaling $1 million to 90 unique organizations over its documented history.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $496,089 | $556,754 | $669,116 |
| Revenue | $40,236 | $368,283 | $44,043 |
| Expenses | $108,015 | $482,140 | $175,086 |
| Qualifying Distributions | $95,290 | $472,276 | $173,811 |
| Net Investment Income | $34,043 | $362,578 | $42,121 |
| Distributable Amount | $31,050 | $33,442 | $60,751 |
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
140 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include St Tikhons Orthodox Seminary ($25,000), Lift up Uganda ($19,480), St Stevens Serbian Orthodox Cathedral ($13,600).
| Recipient | Purpose | Amount |
|---|---|---|
| Chi Omega Foundation MEMPHIS, TN | CONTRIBUTION PROVIDED | $1,500 |
| FOCUS North America CARNEGIE, PA | CONTRIBUTION PROVIDED | $11,000 |
| International Orthodox Christian Charities BALTIMORE, MD | CONTRIBUTION PROVIDED | $500 |
| Serbian United Benevolent Society LOS ANGELES, CA | CONTRIBUTION PROVIDED | $250 |
| Special Olympics Southern California LONG BEACH, CA | CONTRIBUTION PROVIDED | $500 |
| Trinity Lutheran Church SIMI VALLEY, CA | CONTRIBUTION PROVIDED | $1,500 |
| Tunnel to Towers STATEN ISLAND, NY | CONTRIBUTION PROVIDED | $660 |
| Western American Diocese ALHAMBRA, CA | CONTRIBUTION PROVIDED | $1,500 |
| LIFT UP UGANDA BERTHOUD, CO | CONTRIBUTION PROVIDED | $19,480 |
| JUDICIAL WATCH WASHINGTON, DC | CONTRIBUTION PROVIDED | $400 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Obren B Gerich – President & Director
- Marilyn M Gerich – Secretary & Director
- Carrie G Bullard – Vice President & Director
- Julia G Brankovic – Vice President & Director
- Brian D Bullard – Director
- Alex Brankovic – Director
All board members serve without compensation. Obren B Gerich is the principal officer of the foundation. The board operates with limited staffing, relying primarily on volunteer leadership.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Obren B Gerich | President&Director | — | — |
| Marilyn M Gerich | Secretary&Director | — | — |
| Carrie G Bullard | Vice President & Dir | 0.25 | — |
| Julia G Brankovic | Vice President & Dir | 0.5 | — |
| Brian D Bullard | Director | 1 | — |
| Alex Brankovic | Director | — | — |
Frequently Asked Questions
What does Obren B & Marilyn M Gerich Foundation fund?
The foundation's grantmaking focuses on education, human services, and philanthropy. Specific funding areas have included support for higher education, science and STEM education, and various nonprofit initiatives. The foundation maintains a general charitable purpose without a narrowly defined subject area focus.
How do I apply for a grant from Obren B & Marilyn M Gerich Foundation?
**Grant Characteristics:** • Grant range: $25 to $249,905 • Median grant amount: $1,300 to $7,929 (varies by reporting period) • Average grant size: $5,000 to $69,000 (varies by reporting period) • Total grants awarded: 18 to 75 grants annually (varies by year) **Application Process:** The foundation operates on a preselected-only basis, meaning it makes contributions exclusively to charitable organizations it has already identified. The foundation does not accept unsolicited grant applications.
Where does Obren B & Marilyn M Gerich Foundation make grants?
The foundation primarily supports organizations in California, Virginia, and Pennsylvania. Grantmaking also reaches organizations across Arizona, New York, District of Columbia, and at least 16 states total. Major urban centers including Los Angeles, New York, and Chicago have received support, along with smaller communities across the United States.
What size grants does Obren B & Marilyn M Gerich Foundation award?
In 2024, Obren B & Marilyn M Gerich Foundation awarded 18 grants totaling $95K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Obren B & Marilyn M Gerich Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Obren B & Marilyn M Gerich Foundation reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Obren B & Marilyn M Gerich Foundation's EIN?
Obren B & Marilyn M Gerich Foundation's EIN (Employer Identification Number) is 95-3686022. IRS Form 990 filing data is available on this page for 2020–2024.
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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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