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Nonprofit · EIN 95-3686022

OBREN B & MARILYN M GERICH FOUNDATION

Tax-exempt · SANTA ANA, CA 92705

Financials

$368K$482K2023$40K$108K2024
Revenue Expenses · by fiscal year end
Financials of OBREN B & MARILYN M GERICH FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$40,236$108,015-$67,779$496,089$0$496,089
December 31, 2023990-PF$368,283$482,140-$113,857$556,754$0$556,754
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$17,830
Net gain from sales of assets
$22,406

Expenses

Grants and similar amounts paid
$95,290
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Disbursements for charitable purposes
$95,290
Excise tax on investment income
$473

Balance sheet and other

Total assets, start of year
$556,754
Total assets, end of year
$496,089
Total liabilities, end of year
$0
Net assets, end of year
$496,089
Fair market value of assets
$585,122
Qualifying distributions
$95,290
Net investment income
$40,236

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Obren B Gerich
6808 Trevino Drive, Moorpark, CA 93021
President&Director0$0
Marilyn M Gerich
6808 Trevino Drive, Moorpark, CA 93021
Secretary&Director0$0
Carrie G Bullard
2232 Racquet Hill, Santa Ana, CA 92705
Vice President & Dir0.25$0
Julia G Brankovic
2854 Limestone Dr, Thousand Oaks, CA 91362
Vice President & Dir0.5$0
Brian D Bullard
2232 Racquet Hill, Santa Ana, CA 92705
Director1$0
Alex Brankovic
2854 Limestone Dr, Thousand Oaks, CA 91362
Director0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
Obren B Gerich
6808 Trevino Drive, Moorpark, CA 93021
President&Director0$0
Marilyn M Gerich
6808 Trevino Drive, Moorpark, CA 93021
Secretary&Director2$0
Carrie G Bullard
2232 Racquet Hill, Santa Ana, CA 92705
Vice President & Dir1$0
Julia G Brankovic
2854 Limestone Dr, Thousand Oaks, CA 91362
Vice President & Dir1$0
Brian D Bullard
2232 Racquet Hill, Santa Ana, CA 92705
Director0.5$0
Alex Brankovic
2854 Limestone Dr, Thousand Oaks, CA 91362
Director0.5$0

Address and contacts

Address (IRS master file)
2232 RACQUET HL, SANTA ANA, CA 92705-3173
In care of
% OBREN B GERICH
Signed the 990-PF
Brian Bullard, Director
Phone
(805) 523-2850

California records

California keeps its own records of charities and corporations. Search them by EIN 95-3686022 or by the name OBREN B & MARILYN M GERICH FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
95-3686022
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1982
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$496,089
Income (IRS master file)
$149,970

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$40,236$108,015$496,089IRS
990-PFDecember 2023$368,283$482,140$556,754XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-3686022).

Questions about OBREN B & MARILYN M GERICH FOUNDATION

What is the EIN of OBREN B & MARILYN M GERICH FOUNDATION?
The employer identification number (EIN) of OBREN B & MARILYN M GERICH FOUNDATION is 95-3686022.
Is OBREN B & MARILYN M GERICH FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to OBREN B & MARILYN M GERICH FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OBREN B & MARILYN M GERICH FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of OBREN B & MARILYN M GERICH FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OBREN B & MARILYN M GERICH FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of OBREN B & MARILYN M GERICH FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does OBREN B & MARILYN M GERICH FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $40,236, expenses of $108,015 and total assets of $496,089 at year end.

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