The California State Capitol

Form 990-PFTax year 2024EIN 13-7198011

The Ora Lerman Charitable Trust

A private foundation in Portola Valley, CA. Its return for tax year 2024 lists 6 grants and $1,750 paid in grants.

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $1,750

    Grants listed
    6
    Assets, end of year
    $815,225
  • Tax year 2023

    $3,250

    Grants listed
    7
    Assets, end of year
    $840,387
  • Tax year 2022

    $2,500

    Grants listed
    5
    Assets, end of year
    $855,253
  • Tax year 2021

    $3,600

    Grants listed
    9
    Assets, end of year
    $937,380
  • Tax year 2020

    $2,500

    Grants listed
    5
    Assets, end of year
    $851,852
  • Tax year 2019

    $2,500

    Grants listed
    5
    Assets, end of year
    $801,934

Grants paid in 2024

6 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. Individual

    Scholarship

    $500
  2. Individual

    Scholarship

    $250
  3. Individual

    Scholarship

    $250
  4. Individual

    Scholarship

    $250
  5. Individual

    Scholarship

    $250
  6. Individual

    Scholarship

    $250

Officers, directors and trustees

7 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • David OstwaldTrustee Hours 0Pay $0
  • Sarah FurmanSecretary Hours 0Pay $0
  • Jo'd DunnBOARD MEMBER Hours 0Pay $0
  • Chun Bun ParkBOARD MEMBER Hours 0Pay $0
  • Zak VreelandBOARD MEMBER Hours 0Pay $0
  • Gail Shaw-ClemonsTrustee Hours 0Pay $0
  • Rachel SelekmanTrustee Hours 0Pay $0

The return

More foundations

Other foundations in California

  1. Owen & Kristina O'Donnell Family FDSan Francisco, CA 1 grant Preselected only $1,750 giving
  2. Forever Go Pour ToujoursRohnert Park, CA 2 grants Preselected only $1,750 giving
  3. Cheryl Saban Self Worth Foundation for Women & GirlsLos Angeles, CA 1 grant Accepts applications $1,749 giving
  4. Papayans Family FoundationPalos Verdes Estates, CA 1 grant Preselected only $1,745 giving
  5. TWINSCOAST2COASTAptos, CA 1 grant Preselected only $1,744 giving