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Gerald H Oppenheimer Family Foundation 01 7 15949 0

  • Agoura Hills, CA
  • Tax-exempt since April 1985
  • EIN: 95-3957582

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$745k (2024)

Expenses
$1.06M (2024)

Total Assets
$18.3M (2024)

Total Liabilities
$19.9k (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$745,482
Expenses
$1,062,026
Net Income
-$316,544
Net Assets
$18,273,834
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $200,000
26.8%
Interest Revenue $6
0.0%
Dividends $343,591
46.1%
Sales of Assets $201,885
27.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $821,470
77.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $18,293,745
Total Liabilities $19,911
Net Assets $18,273,834
Compensation
Key Employees and Officers Compensation Other
Stephen P Petty (President) $0 $0
William Oppenheimer (Vice President) $0 $0
Brooke Oppenheimer (Vice President) $0 $0
Doug Oppenheimer (Vice President) $0 $0
Peter L Funsten Esq (Secretary) $0 $0
Tracey Boldemann Tatkin (Treasurer) $0 $0
Susan Oppenheimer (Director) $0 $0
Bradley R Straatsma Md Jd (Director) $0 $0
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Document Links

990-PF
Filed on May 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$620,510
Expenses
$514,457
Net Income
$106,053
Net Assets
$15,836,689
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $200,000
32.2%
Interest Revenue $6
0.0%
Dividends $273,923
44.1%
Sales of Assets $146,581
23.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $635,619
> 100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $16,026,327
Total Liabilities $189,638
Net Assets $15,836,689
Compensation
Key Employees and Officers Compensation Other
Stephen P Petty (President) $0 $0
William Oppenheimer (Vice President) $0 $0
Brooke Oppenheimer (Vice President) $0 $0
Doug Oppenheimer (Vice President) $0 $0
Peter L Funsten Esq (Secretary) $0 $0
Tracey Boldemann Tatkin (Treasurer) $0 $0
Susan Oppenheimer (Director) $0 $0
Bradley R Straatsma Md Jd (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on April 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$347,719
Expenses
$565,927
Net Income
-$218,208
Net Assets
$13,314,467
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $225,000
64.7%
Interest Revenue $6
0.0%
Dividends $287,729
82.7%
Sales of Assets -$165,016
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $654,753
> 100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $13,812,736
Total Liabilities $498,269
Net Assets $13,314,467
Compensation
Key Employees and Officers Compensation Other
Stephen P Petty (President) $0 $0
Bill Oppenheimer (Vice President) $0 $0
Mark Oppenheimer (Vice President (Deceased 7/11/22)) $0 $0
Tracey Boldemann Tatkin (Treasurer) $0 $0
Brooke Oppenheimer (Director) $0 $0
Doug Oppenheimer (Director) $0 $0
Peter L Funsten Esq (Director) $0 $0
Bradley R Straatsma Md Jd (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on April 25, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$897,755
Expenses
$669,345
Net Income
$228,410
Net Assets
$17,064,940
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6
0.0%
Dividends $220,556
24.6%
Sales of Assets $677,190
75.4%
Other Income $3
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $605,415
90.4%
Compensation of Officers* $60,000
9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $17,884,847
Total Liabilities $819,907
Net Assets $17,064,940
Compensation
Key Employees and Officers Compensation Other
Gerald Oppenheimer (Past President (Deceased 5/4/21)) $60,000 $0
Gail Oppenheimer (Past Chairperson (Deceased 10/6/21)) $0 $0
Stephen P Petty (President) $0 $0
Bill Oppenheimer (Vice President) $0 $0
Mark Oppenheimer (Vice President) $0 $0
Tracey Boldemann Tatkin (Treasurer) $0 $0
Brooke Oppenheimer (Director) $0 $0
Doug Oppenheimer (Director) $0 $0
Peter L Funsten Esq (Director) $0 $0
Bradley R Straatsma Md Jd (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Sept. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,527,146
Expenses
$860,488
Net Income
$1,666,658
Net Assets
$15,867,513
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8
0.0%
Dividends $208,530
8.3%
Sales of Assets $2,318,598
91.7%
Other Income $10
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $829,258
96.4%
Compensation of Officers* $120,000
13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $16,976,213
Total Liabilities $1,108,700
Net Assets $15,867,513
Compensation
Key Employees and Officers Compensation Other
Gerald Oppenheimer (President) $120,000 $0
Gail Oppenheimer (Chairperson) $0 $0
Bill Oppenheimer (Vice President) $0 $0
Mark Oppenheimer (Vice President) $0 $0
Stephen Petty (Treasurer) $0 $0
Tracey Boldemann Tatkin (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$936,706
Expenses
$743,332
Net Income
$193,374
Net Assets
$14,183,138
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8
0.0%
Dividends $268,257
28.6%
Sales of Assets $667,678
71.3%
Other Income $763
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $724,030
97.4%
Compensation of Officers* $120,000
16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $15,569,168
Total Liabilities $1,386,030
Net Assets $14,183,138
Compensation
Key Employees and Officers Compensation Other
Gerald Oppenheimer (President) $120,000 $0
Gail Oppenheimer (Chairperson) $0 $0
Bill Oppenheimer (Vice President) $0 $0
Mark Oppenheimer (Vice President) $0 $0
Stephen Petty (Treasurer) $0 $0
Tracey Boldemann Tatkin (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on July 29, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$924,607
Expenses
$994,309
Net Income
-$69,702
Net Assets
$12,343,129
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $66
0.0%
Dividends $239,034
25.9%
Sales of Assets $678,370
73.4%
Other Income $7,137
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $490,044
49.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $16,032,655
Total Liabilities $3,689,526
Net Assets $12,343,129

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$980,136
Expenses
$1,223,312
Net Income
-$243,176
Net Assets
$13,730,358
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8,352
0.9%
Dividends $284,252
29.0%
Sales of Assets $680,407
69.4%
Other Income $7,125
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,096,875
89.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $17,195,747
Total Liabilities $3,465,389
Net Assets $13,730,358

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,362,550
Expenses
$1,300,683
Net Income
$61,867
Net Assets
$13,247,167
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $34,502
2.5%
Dividends $216,311
15.9%
Sales of Assets $1,081,621
79.4%
Other Income $30,116
2.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,033,216
79.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $16,908,781
Total Liabilities $3,661,614
Net Assets $13,247,167

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$962,562
Expenses
$891,744
Net Income
$70,818
Net Assets
$10,615,132
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9,540
1.0%
Dividends $296,968
30.9%
Sales of Assets $647,144
67.2%
Other Income $9,000
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,432,640
> 100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $15,568,453
Total Liabilities $4,953,321
Net Assets $10,615,132

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$469,918
Expenses
$934,727
Net Income
-$464,809
Net Assets
$9,970,188
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,733
0.4%
Interest Revenue $26
0.0%
Dividends $325,476
69.3%
Sales of Assets $138,467
29.5%
Other Income $4,216
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,605,567
> 100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $15,696,871
Total Liabilities $5,726,683
Net Assets $9,970,188

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Nov.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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