Nonprofit · EIN 95-3957582
GERALD H OPPENHEIMER FAMILY FOUNDATION 01-7-15949-0
Tax-exempt · AGOURA HILLS, CA 91301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,980,588 | $1,335,017 | $2,645,571 | $21,436,745 | $12,478 | $21,424,267 |
| December 31, 2024 | 990-PF | $745,482 | $1,062,026 | -$316,544 | $18,293,745 | $19,911 | $18,273,834 |
| December 31, 2023 | 990-PF | $620,510 | $514,457 | $106,053 | $16,026,327 | $189,638 | $15,836,689 |
| December 31, 2021 | 990-PF | $897,755 | $669,345 | $228,410 | $17,884,847 | $819,907 | $17,064,940 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,442,369
- Dividends
- $376,438
- Net gain from sales of assets
- $2,161,781
Expenses
- Grants and similar amounts paid
- $901,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,022,317
- Excise tax on investment income
- $32,428
Balance sheet and other
- Total assets, start of year
- $18,293,745
- Total assets, end of year
- $21,436,745
- Total liabilities, end of year
- $12,478
- Net assets, end of year
- $21,424,267
- Fair market value of assets
- $21,436,745
- Qualifying distributions
- $1,022,317
- Net investment income
- $2,538,219
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN P PETTY 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | PRESIDENT | 5 | $0 |
| WILLIAM OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | VICE PRESIDENT | 1 | $0 |
| BROOKE OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | VICE PRESIDENT | 1 | $0 |
| DOUGLAS OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | VICE PRESIDENT | 1 | $0 |
| PETER L FUNSTEN ESQ 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | SECRETARY | 1 | $0 |
| TRACEY BOLDEMANN-TATKIN 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | DIRECTOR | 9 | $0 |
| SUSAN OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | DIRECTOR | 1 | $0 |
| BRADLEY R STRAATSMA MD JD 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN P PETTY 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | PRESIDENT | 4 | $0 |
| WILLIAM OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | VICE PRESIDENT | 2 | $0 |
| BROOKE OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | VICE PRESIDENT | 1 | $0 |
| DOUG OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | VICE PRESIDENT | 1 | $0 |
| PETER L FUNSTEN ESQ 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | SECRETARY | 1 | $0 |
| TRACEY BOLDEMANN-TATKIN 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | TREASURER | 10 | $0 |
| SUSAN OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | DIRECTOR | 1 | $0 |
| BRADLEY R STRAATSMA MD JD 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN P PETTY 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | PRESIDENT | 5 | $0 |
| WILLIAM OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | VICE PRESIDENT | 2 | $0 |
| BROOKE OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | VICE PRESIDENT | 1 | $0 |
| DOUG OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | VICE PRESIDENT | 1 | $0 |
| PETER L FUNSTEN ESQ 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | SECRETARY | 1 | $0 |
| TRACEY BOLDEMANN-TATKIN 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | TREASURER | 7 | $0 |
| SUSAN OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | DIRECTOR | 2 | $0 |
| BRADLEY R STRAATSMA MD JD 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2021: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | PAST PRESIDENT (DECEASED 5/4/21) | 1 | $60,000 |
| GAIL OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | PAST CHAIRPERSON (DECEASED 10/6/21) | 1 | $0 |
| STEPHEN P PETTY 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | PRESIDENT | 8 | $0 |
| BILL OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | VICE PRESIDENT | 2 | $0 |
| MARK OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | VICE PRESIDENT | 2 | $0 |
| TRACEY BOLDEMANN-TATKIN 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | TREASURER | 14 | $0 |
| BROOKE OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | DIRECTOR | 1 | $0 |
| DOUG OPPENHEIMER 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | DIRECTOR | 1 | $0 |
| PETER L FUNSTEN ESQ 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | DIRECTOR | 1 | $0 |
| BRADLEY R STRAATSMA MD JD 28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 28632 ROADSIDE DR STE 143, AGOURA HILLS, CA 91301-6072
- Signed the 990-PF
- STEPHEN PETTY, PRESIDENT
- Phone
- (310) 275-9389
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3957582 or by the name GERALD H OPPENHEIMER FAMILY FOUNDATION 01-7-15949-0.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-3957582
- 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
- 1985
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $21,436,745
- Income (IRS master file)
- $4,989,802
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,980,588 | $1,335,017 | $21,436,745 | XML |
| 990-PF | December 2024 | $745,482 | $1,062,026 | $18,293,745 | IRS |
| 990-PF | December 2023 | $620,510 | $514,457 | $16,026,327 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $897,755 | $669,345 | $17,884,847 | XML |
| 990-PF | December 2020 | – | – | – | 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 95-3957582).
Questions about GERALD H OPPENHEIMER FAMILY FOUNDATION 01-7-15949-0
- What is the EIN of GERALD H OPPENHEIMER FAMILY FOUNDATION 01-7-15949-0?
- The employer identification number (EIN) of GERALD H OPPENHEIMER FAMILY FOUNDATION 01-7-15949-0 is 95-3957582.
- Is GERALD H OPPENHEIMER FAMILY FOUNDATION 01-7-15949-0 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to GERALD H OPPENHEIMER FAMILY FOUNDATION 01-7-15949-0 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GERALD H OPPENHEIMER FAMILY FOUNDATION 01-7-15949-0 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GERALD H OPPENHEIMER FAMILY FOUNDATION 01-7-15949-0 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GERALD H OPPENHEIMER FAMILY FOUNDATION 01-7-15949-0 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of GERALD H OPPENHEIMER FAMILY FOUNDATION 01-7-15949-0?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does GERALD H OPPENHEIMER FAMILY FOUNDATION 01-7-15949-0 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,980,588, expenses of $1,335,017 and total assets of $21,436,745 at year end.
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