The Ora Lerman Charitable Trust is a private foundation focused on Arts, Culture & Humanities, based in PORTOLA VALLEY, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $815K in total assets. In 2024, it awarded 6 grants totaling $2K. Net investment income was $108K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$815K
-3.0% YoY
Annual Giving
$2K
-46.2% YoY
Grant Count
6
-14.3% YoY
Avg Grant Size
$291.667
-37.2% YoY
Under IRS private-foundation payout rules, The Ora Lerman Charitable Trust reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.
About The Ora Lerman Charitable Trust
Based on IRS filings
The Ora Lerman Charitable Trust is a private foundation focused on Arts, Culture & Humanities, based in PORTOLA VALLEY, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $815K in total assets. In 2024, it awarded 6 grants totaling $2K. Net investment income was $108K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $815,225 | $840,387 | $855,253 |
| Revenue | $107,677 | $52,464 | $221,152 |
| Expenses | $171,891 | $177,098 | $114,651 |
| Qualifying Distributions | $166,256 | $171,064 | $110,217 |
| Net Investment Income | $107,677 | $58,627 | $221,152 |
| Distributable Amount | $19,628 | $23,669 | $23,528 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
32 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Gabe Chirello ($500), Amuri Morris ($250), Leo Soriano ($250).
| Recipient | Purpose | Amount |
|---|---|---|
| AMURI MORRIS RICHMOND, VA | SCHOLARSHIP | $250 |
| LEO SORIANO SHOREVIEW, MN | SCHOLARSHIP | $250 |
| RIA ALEXANDER SHOREVIEW, MN | SCHOLARSHIP | $250 |
| BURCU PERCIN | SCHOLARSHIP | $250 |
| KATRINA SIMONSEN PHILADELPHIA, PA | SCHOLARSHIP | $250 |
| GABE CHIRELLO HIGHBRIDGE, NJ | SCHOLARSHIP | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID OSTWALD | Trustee | — | — |
| SARAH FURMAN | Secretary | — | — |
| JO'D DUNN | BOARD MEMBER | — | — |
| CHUN BUN PARK | BOARD MEMBER | — | — |
| ZAK VREELAND | BOARD MEMBER | — | — |
| GAIL SHAW-CLEMONS | Trustee | — | — |
| RACHEL SELEKMAN | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Ora Lerman Charitable Trust?
The Ora Lerman Charitable Trust is a private foundation focused on Arts, Culture & Humanities, based in PORTOLA VALLEY, CA. It holds $815K in total assets as of 2024.
How large is The Ora Lerman Charitable Trust?
As of 2024, The Ora Lerman Charitable Trust holds $815K in total assets with $108K in annual revenue. It awarded 6 grants totaling $2K in 2024.
Where does The Ora Lerman Charitable Trust operate?
The Ora Lerman Charitable Trust has awarded grants in California, District of Columbia, Iowa, Illinois, Maryland, Maine, Minnesota, New Jersey, New York, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Virginia.
What size grants does The Ora Lerman Charitable Trust award?
In 2024, The Ora Lerman Charitable Trust awarded 6 grants totaling $2K — an average of about $291.667 per grant, based on its IRS Form 990 filings.
How much is The Ora Lerman Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Ora Lerman Charitable Trust reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Ora Lerman Charitable Trust's EIN?
The Ora Lerman Charitable Trust's EIN (Employer Identification Number) is 13-7198011. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Ora Lerman Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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