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EIN 13-7198011

The Ora Lerman Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Portola Valley
State
California
Year formed
2019
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Ora Lerman Charitable Trust is a private foundation located in Portola Valley, CA that primarily funds scholarships. Ellen Jacobson and others are among their grantees, and they made five grants last year.
Also known as...
Ostwald David E Ttee
Total revenues
$52,464
2023
Total expenses
$177,098
2023
Total assets
$840,387
2023
Num. employees
0
2023

Program areas at The Ora Lerman Charitable Trust

Soaring gardens artists retreat in laceyville, pa, offers visual artists, writers, composers, and instrumentalists a quiet country setting for two- to five-week residencies to focus on their creative endeavors. Soaring gardens has no fees, makes no demands, and there are no intrusions from The administrationonly The studios, gardens, deer, other creatures, and time. All direct Charitable expenses are in support of this activity.

Personnel at The Ora Lerman Charitable Trust

NameTitleCompensation
David OstwaldTrustee$0

Financials for The Ora Lerman Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$7,938
Net rental income$0
Net gain from sale of non-inventory assets$-6,163
Gross sales of inventory$0
Miscellaneous revenues$50,689
Total revenues$52,464

Form 990s for The Ora Lerman Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-14990PFView PDF
2022-122023-11-15990PFView PDF
2021-122022-07-21990PFView PDF
2020-122021-11-11990PFView PDF
2020-122021-05-03990PFView PDF
...and 2 more Form 990s
Data update history
January 5, 2024
Posted financials
Added Form 990PF for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
August 11, 2022
Posted financials
Added Form 990PF for fiscal year 2020
August 3, 2022
Posted financials
Added Form 990PF for fiscal year 2019
September 27, 2021
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
EducationArts, cultural, and humanities
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
160 Erica Way
Portola Valley, CA 94028
Metro area
San Francisco-Oakland-Berkeley, CA
County
San Mateo County, CA
Phone
(650) 854-4596
IRS details
EIN
13-7198011
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2019
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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