The Ora Lerman Charitable Trust
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.
Key facts about The Ora Lerman Charitable Trust
In short: The Ora Lerman Charitable Trust gave $2K across 6 grants in 2024 (avg $291.667), top state Minnesota. Source: 2024 IRS Form 990-PF.
- EIN
- 13-7198011
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,750
- Grants made (2024)
- 6
- Average grant
- $292
- Median grant
- $250
- Total assets
- $815,225
- Primary geography
- Minnesota (29% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
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.
How The Ora Lerman Charitable Trust gives
- Giving fell 51% from 2021 to 2024. Method
- In 2024 it paid out 847% 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
Share of all 6 itemized 2024 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $2K (2024) to $4K (2021). In 2024 it made 6 grants totaling $2K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
The largest 2024 recipient was Gabe Chirello ($500). Together the top 6 received $2K.
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 32 grants of 32 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Gabe Chirello Highbridge, NJ | Scholarship | $500 |
| 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 |
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Ora Lerman Charitable Trust's 2024 filing lists 7 officers; none of the 7 officers listed in 2024 report compensation.
Officers on the 2024 filing
David Ostwald
Trustee
On filings since 2020
No compensation reported
Gail Shaw-Clemons
Trustee
Treasurer → Trustee, 2024
On filings since 2020
No compensation reported
Rachel Selekman
Trustee
On filings since 2020
No compensation reported
Chun Bun Park
Board Member
New on the 2024 filing
No compensation reported
Jo'd Dunn
Board Member
New on the 2024 filing
No compensation reported
Sarah Furman
Secretary
New on the 2024 filing
No compensation reported
Zak Vreeland
Board Member
New on the 2024 filing
No compensation reported
Former officers (4)
- Former: Ann Sutherland Harris (2020–2023) — Vice President
- Former: Ilene Sunshine (2020–2023) — Treasurer
- Former: Margaret Mathews Berenson (2020–2023) — President
- Former: Robert Zakanitch (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2024. "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 The Ora Lerman Charitable Trust
How much does The Ora Lerman Charitable Trust give each year?
The Ora Lerman Charitable Trust gave $2K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3K across 7 grants.
What is The Ora Lerman Charitable Trust's typical grant size?
The Ora Lerman Charitable Trust's median grant in 2024 was $250, and its average grant was $292, across 6 grants on its 2024 IRS Form 990-PF.
Where does The Ora Lerman Charitable Trust give grants?
The Ora Lerman Charitable Trust's top state is Minnesota, with 29% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were New Jersey (29%) and Virginia (14%). The most frequent recipient cities were Shoreview, MN (2 grants).
Does The Ora Lerman Charitable Trust give general operating support?
Not in 2024: none of the 6 grants with a stated purpose on The Ora Lerman Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (6 grants).
Who are The Ora Lerman Charitable Trust's largest grantees?
The Ora Lerman Charitable Trust's largest 2024 grantees include Gabe Chirello ($500), Amuri Morris ($250) and Leo Soriano ($250), according to its 2024 IRS Form 990-PF. Together they received 57% of its itemized 2024 grant dollars.
How large is The Ora Lerman Charitable Trust?
The Ora Lerman Charitable Trust reported $815K in total assets on its 2024 IRS Form 990-PF. It paid out $166K in qualifying distributions that year, against a required minimum of $20K (roughly 5% of its investment assets).
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.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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