GERALD H OPPENHEIMER FAMILY FOUNDATION 01-7-15949-0: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GERALD H OPPENHEIMER FAMILY FOUNDATION 01-7-15949-0 (EIN 95-3957582)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-04-24
IRS object ID
202301149349100535
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-04-24T19:42:19-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118500 VON KARMAN AVE 10TH FLOORAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN953957582EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GERALD OPPENHEIMER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGERABusinessNameControlTxt
Phone8183007826PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line128632 ROADSIDE DRIVE 143AddressLine1Txt
CityAGOURA HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN PETTYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3102759389PhoneNum
Signature2023-04-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHENPersonFirstNm
Person LastPETTYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN YACKERPreparerPersonNm
PTINP00401346PTIN
Phone9492222999PhoneNum
Preparation2023-04-20PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,812,736FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$225,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$287,729DividendsRevAndExpnssAmt
Dividends Net Invst Incm$287,729DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$165,016NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$21,083,918GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$347,719TotalRevAndExpnssAmt
Total Net Invst Incm$287,735TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$10,880LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$262,672OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$143,614OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$77,978OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,409TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,309TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,562OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,470OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,325OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$298,623TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150,393TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$81,303TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$267,304ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$573,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$565,927TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150,393TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$654,753TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$218,208ExcessRevenueOverExpensesAmt
Net Investment Income$137,342NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,775CashBOYAmt
Cash EOY$56,582CashEOYAmt
Cash EOYFMV$56,582CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,046,859SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$653,418SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$653,418SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$755,250USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,559,378USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,559,378USGovtObligationsEOYFMVAmt
Corporate Stock BOY$13,297,168CorporateStockBOYAmt
Corporate Stock EOY$9,750,225CorporateStockEOYAmt
Corporate Stock EOYFMV$9,750,225CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,410,156CorporateBondsBOYAmt
Corporate Bonds EOY$47,538CorporateBondsEOYAmt
Corporate Bonds EOYFMV$47,538CorporateBondsEOYFMVAmt
Other Investments BOY$724,272OtherInvestmentsBOYAmt
Other Investments EOY$1,119,228OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,119,228OtherInvestmentsEOYFMVAmt
Other Assets BOY$626,367OtherAssetsBOYAmt
Other Assets EOY$626,367OtherAssetsEOYAmt
Other Assets EOYFMV$626,367OtherAssetsEOYFMVAmt
Total Assets BOY$17,884,847TotalAssetsBOYAmt
Total Assets EOY$13,812,736TotalAssetsEOYAmt
Total Assets EOYFMV$13,812,736TotalAssetsEOYFMVAmt
Accounts Payable BOY$21,420AccountsPayableBOYAmt
Accounts Payable EOY$5,928AccountsPayableEOYAmt
Grants Payable BOY$798,487GrantsPayableBOYAmt
Grants Payable EOY$492,341GrantsPayableEOYAmt
Total Liabilities BOY$819,907TotalLiabilitiesBOYAmt
Total Liabilities EOY$498,269TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$17,064,940RetainedEarningBOYAmt
Retained Earning EOY$13,314,467RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$17,064,940TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,314,467TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,884,847TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,812,736TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,064,940TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$218,208ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$16,846,732SubtotalAmt
Other Decreases$3,532,265OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,314,467TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES2022-01-012022-12-31$21,083,257$21,248,934-$165,677-$165,677
CAPITAL GAINS DIVIDENDS$661$661$661P
FieldValueIRS element (for citing)
Capital Gain Net Income-$165,016CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,909InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,909SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,909TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,345EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$13,345TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$11,436OverpaymentAmt
Applied To ES Tax$11,436AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STEPHEN PETTYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3102759389PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110371 ROCHESTER AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90024ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHEN P PETTY
28632 ROADSIDE DRIVE 143AGOURA HILLSCA91301PRESIDENT5.00$0$0$0
BILL OPPENHEIMER
28632 ROADSIDE DRIVE 143AGOURA HILLSCA91301VICE PRESIDENT2.00$0$0$0
MARK OPPENHEIMER
28632 ROADSIDE DRIVE 143AGOURA HILLSCA91301VICE PRESIDENT (DECEASED 7/11/22)2.00$0$0$0
TRACEY BOLDEMANN-TATKIN
28632 ROADSIDE DRIVE 143AGOURA HILLSCA91301TREASURER7.00$0$0$0
BROOKE OPPENHEIMER
28632 ROADSIDE DRIVE 143AGOURA HILLSCA91301DIRECTOR1.00$0$0$0
DOUG OPPENHEIMER
28632 ROADSIDE DRIVE 143AGOURA HILLSCA91301DIRECTOR1.00$0$0$0
PETER L FUNSTEN ESQ
28632 ROADSIDE DRIVE 143AGOURA HILLSCA91301DIRECTOR1.00$0$0$0
BRADLEY R STRAATSMA MD JD
28632 ROADSIDE DRIVE 143AGOURA HILLSCA91301DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
SYSTEMS DESIGN ASSOCIATES
PO BOX 30BEVERLY HILLSCA90213ACC'G/INVEST MGMNT$126,080
TD AMERITRADE
PO BOX 660567DALLASTX75265ACC'G/INVEST MGMNT$55,029
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$13,264,931AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,179,499AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$626,367FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,070,797TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,070,797AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$226,062CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,844,735NetVlNoncharitableAssetsAmt
Minimum Investment Return$742,237MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$742,237MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,909TaxBasedOnInvestmentIncomeAmt
Total Tax$1,909TotalTaxAmt
Distributable Before Adj$740,328DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$740,328DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$740,328DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$654,753ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$654,753QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$740,328DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$119,241ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$119,241TotalExcessDistributionCyovAmt
Qualifying Distributions$654,753QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$654,753AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$85,575ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$85,575ExcessDistributionCyovAppCYAmt
Total Corpus$33,666TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$33,666ExcessDistriCyovToNextYrAmt
Excess From Year2$33,666ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIZ OWNERS ED INC
PO BOX 898SANGERTX76266NONEPCGENERAL SUPPORT$5,000
BOYS & GIRLS CLUBS OF MARION COUNTY
PO BOX 4109OCALAFL34474NONEPCGENERAL SUPPORT$6,000
CENTER THEATRE GROUP OF LOS ANGELES
601 WEST TEMPLE STREETLOS ANGELESCA90012NONEPCGENERAL SUPPORT$6,000
CHESHIRE ACADEMY
10 MAIN STCHESHIRECT06410NONEPCGENERAL SUPPORT$20,000
COMMUNITIES IN SCHOOLS OF NORTH TEXAS
PO BOX 295543LEWISVILLETX75029NONEPCGENERAL SUPPORT$1,500
CROSS TIMBERS ROTARY CLUB CHARITIES
700 PARKER SQUARE STE 100AFLOWER MOUNDTX75028NONEPCGENERAL SUPPORT$2,500
CULVER ACADEMIES
1300 ACADEMY ROADCULVERIN46511NONEPCGENERAL SUPPORT$1,000
DALLAS OPERA
2403 FLORA STREET STE 500DALLASTX75201NONEPCGENERAL SUPPORT$2,000
DUNBAR HISTORICAL SOCIETY
42 BRIDGE STREETDUNBARPA15431NONEPCGENERAL SUPPORT$4,000
FIRST STEPS DAYCARE
2801 SE MARICAMP ROADOCALAFL34471NONEPCGENERAL SUPPORT$1,500
FLORIDA STATE UNIVERSITY FOUNDATION
325 W COLLEGE AVETALLAHASSEEFL32301NONEPCGENERAL SUPPORT$5,000
FOREFRONT LIVING
12467 MERIT DRIVEDALLASTX75251NONEPCGENERAL SUPPORT$2,500
FORMAN SCHOOL
12 NORFOLK RDLITCHFIELDCT06759NONEPCGENERAL SUPPORT$10,000
HAPPY HEARTS FOUNDATION
11747 NW 61ST TERRACEALACHUAFL32615NONEPCGENERAL SUPPORT$500
HAWTHORNE HIGH (SCHOOL OF MANUFACTURING AND ENGINEERING)
4859 W EL SEGUNDO BLVDHAWTHORNECA90250NONEPCGENERAL SUPPORT$8,000
HOMELESS CATS INCORPORATED
8711 SW 66TH AVEOCALAFL34476NONEPCGENERAL SUPPORT$6,000
KINSHIP UNITED
5105 TOLL VIEW DRIVE 155ROLLING MEADOWSIL60008NONEPCGENERAL SUPPORT$60,000
LAWYERS WITHOUT BORDERS
59 ELM STREET STE 330NEW HAVENCT06510NONEPCGENERAL SUPPORT$5,000
LOS ANGELES PHILHARMONIC
151 SOUTH GRAND AVELOS ANGELESCA90012NONEPCGENERAL SUPPORT$12,000
MARION COUNTY PUBLIC EDUCATION FOUNDATION
PO BOX 670OCALAFL34478NONEPCGENERAL SUPPORT$1,000
MARION COUNTY SENIOR SERVICES
1101 SW 20TH CTOCALAFL34471NONEPCGENERAL SUPPORT$25,000
MARYMOUNT HIGH SCHOOL
10643 SUNSET BLVDLOS ANGELESCA90077NONEPCGENERAL SUPPORT$9,000
MEADOWBROOK ACADEMY
4741 SW 20 ST BUILDING 1OCALAFL34474NONEPCGENERAL SUPPORT$1,000
MUSIC CENTER
135 N GRAND AVELOS ANGELESCA90012NONEPCGENERAL SUPPORT$2,000
NATIONAL CENTER FOR FAMILY PHILANTHROPHY
1667 K STREET NW 550WASHINGTONDC20006NONEPCGENERAL SUPPORT$1,250
NAVIGATORS
PO BOX 6097ALBERT LEAMN56007NONEPCGENERAL SUPPORT$3,000
PARENTCHILD
163B MINEOLA BLVDMINEOLANY11501NONEPCGENERAL SUPPORT$5,000
PEDIPLACE
502 SOUTH OLD ORCHARD LANE STE 126LEWISVILLETX75067NONEPCGENERAL SUPPORT$2,500
ST JOSEPHS INDIAN SCHOOL
PO BOX 326CHAMBERLAINSD573259919NONEPCGENERAL SUPPORT$5,000
THE TRANSFORMATION CENTER
8209 HAMILTON ACRES CIRCLECHATTANOOGATN37421NONEPCGENERAL SUPPORT$5,000
UCLA CENTER FOR EAST WEST MEDICINE
2336 SANTA MONICA BLVD 301SANTA MONICACA90404NONEPCGENERAL SUPPORT$1,000
UCLA DEPARTMENT OF NEUROLOGY (FINANCE OFFICE)
710 WESTWOOD PLAZA 5-151 RNRCLOS ANGELESCA900951769NONEPCGENERAL SUPPORT$15,000
UCLA FOUNDATIONCAIM (UCLA DIVISION OF DIGESTIVE DISEASES)
PO BOX 7145PASADENACA91109NONEPCGENERAL SUPPORT$330,000
UCLA SCHOOL OF LAW
385 CHARLES E YOUNG DR ELOS ANGELESCA90095NONEPCGENERAL SUPPORT$4,000
UNIVERSITY OF SOUTHERN CALIFORNIA (USC ASSOCIATES WIDNEY ALUMNI HOUSE)
635 CHILDS WAYLOS ANGELESCA90089NONEPCGENERAL SUPPORT$4,000
YMCA OF METROPOLITIAN TEXASCROSS TIMBERS
2021 CROSS TIMBERS RDFLOWER MOUNDTX75028NONEPCGENERAL SUPPORT$1,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$573,450TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UCLA SCHOOL OF MEDICINE CAIMBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1200 MEDICAL PLAZA DRIVEWAYAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90095ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL SUPPORTGrantOrContributionPurposeTxt
Amt$492,341Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$492,341TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$287,729ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$165,016ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$122,719ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$122,719TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1GERALD OPPENHEIMER LIVING TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line128632 ROADSIDE DRIVEAddressLine1Txt
CityAGOURA HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91301ZIPCd
FieldValueIRS element (for citing)
Total Contributions$225,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$13,100Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondVARIOUS CORPORATE BONDSBondNm
EOY Book Value$47,538EOYBookValueAmt
EOYFMV$47,538EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS MUTUAL FUNDSStockNm
EOY Book Value$9,750,225EOYBookValueAmt
EOYFMV$9,750,225EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,559,378USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,559,378USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVARIOUS INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,119,228BookValueAmt
EOYFMV$1,119,228EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$10,880LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescELIRA THERAPEUTICSDesc
BOY Book Value$626,367BOYBookValueAmt
EOY Book Value$626,367EOYBookValueAmt
EOYFMV$626,367EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAINS/LOSSESDesc
Amt$3,532,265Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND PUBLICATIONS$2,090$0$2,090
D & O INSURANCE$2,458$1,229$1,229
INVESTMENT EXPENSE$479$479$0
SUPPLIES$12$0$6
STORAGE$3,523$1,762$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT$143,614$143,614$0
MANAGEMENT$119,058$0$77,978

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$3,309$3,309$0
CA TAXES$100$0$0

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