The Ora Lerman Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Ora Lerman Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 13-7198011
Foundation Overview
Based in Portola Valley, CA, The Ora Lerman Charitable Trust has awarded 33 grants totaling $16,725 to organizations in New York, Pennsylvania and 13 other states, plus international recipients. Individual grants range from $250 to $3,125, with a median award of $500.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
6 of 6 recipients (100%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.
Geographic Focus
Grants are geographically diversified with 21% in New York and funding distributed across 17 total locations. This foundation values broad geographic impact and diverse community partnerships. Within New York, funding concentrates in Brooklyn (57%), New York (14%), Larchmont (14%).
Funding Trajectory
Declining funding trend with 30% decrease over 4 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Highly focused on education with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Ora Lerman Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Amuri Morris | $250 | Richmond, VA, US | Scholarship | 2024 |
| Leo Soriano | $250 | Shoreview, MN, US | Scholarship | 2024 |
| Ria Alexander | $250 | Shoreview, MN, US | Scholarship | 2024 |
| Burcu Percin | $250 | Istanbul, MODA, TU | Scholarship | 2024 |
| Katrina Simonsen | $250 | Philadelphia, PA, US | Scholarship | 2024 |
| Gabe Chirello | $500 | Highbridge, NJ, US | Scholarship | 2024 |
| Arit Etukudo | $500 | Baltimore, MD, US | Scholarship | 2023 |
| Ebere Agwuncha | $500 | Chicago, IL, US | Scholarship | 2023 |
| Appechya Gurung | $500 | Watford, HEREFORSHIRE, UK | Scholarship | 2023 |
| Ahimsa Bodhran | $500 | Tulsa, OK, US | Scholarship | 2023 |
| Rasha Abulhadi | $500 | Washington, DC, US | Scholarship | 2023 |
| Jessica Mehta | $250 | Hillsboro, OR, US | Scholarship | 2023 |
| Sarah Ulmes | $500 | Pasadena, CA, US | Scholarship | 2023 |
| Ellen Jacobson | $500 | Rochester, MN, US | Scholarship | 2022 |
| Evan James | $500 | Brooklyn, NY, US | Scholarship | 2022 |
| Mihee Nahm | $500 | Grapevine, TX, US | Scholarship | 2022 |
| Christina Rieben | $500 | Johnson City, TN, US | Scholarship | 2022 |
| Laura Whearty | $500 | Haverton, PA, US | Scholarship | 2022 |
| Linda Schmidt | $400 | Brooklyn, NY, US | Scholarship | 2021 |
| King Ho | $500 | Bradford, PA, US | Scholarship | 2021 |
| Reed Mclean | $250 | Norway, ME, US | Scholarship | 2021 |
| Erin Dorney | $400 | Lancaster, PA, US | Scholarship | 2021 |
| Steve Bellin-oka | $250 | Tulsa, OK, US | Scholarship | 2021 |
| Cindy Ok | $400 | Iowa City, IA, US | Scholarship | 2021 |
| Linda Nichols | $400 | New York, NY, US | Scholarship | 2021 |
| Kira Smith | $500 | Portland, OR, US | Scholarship | 2021 |
| Sean Nishi | $500 | Glendale, CA, US | Scholarship | 2021 |
| Kiera Stuart | $500 | Brooklyn, NY, US | Scholarship | 2020 |
| Lora Gettlefinger | $500 | Brooklyn, NY, US | Scholarship | 2020 |
| Kristin Farina | $500 | Larchmont, NY, US | Scholarship | 2020 |
| Jesica Pavone | $500 | Astoria, NY, US | Scholarship | 2020 |
| Sara Pater | $500 | Philadelphia, PA, US | Scholarship | 2020 |
| Sam Lacomb | $3,125 | Baltimore, MD, US | Scholarship | 2020 |
Foundations Similar to The Ora Lerman Charitable Trust
Discover 5 foundations with comparable assets ($813,110-$818,238), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.
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Cyjr Family Foundation
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$818,200
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Bing Wong Scholarship Foundation
EIN: 95-6070493 | 31 grants awarded |
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Contact Information
Official contact details for The Ora Lerman Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 13-7198011 |
| Website | N/A |
| Address | 160 ERICA WAY Portola Valley, CA 94028-0000 |
Key People (7)
Board members, trustees, and key staff who oversee The Ora Lerman Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | David Ostwald |
|---|---|
| Secretary | Sarah Furman |
| Board Member | Jo'd Dunn |
| Board Member | Chun Bun Park |
| Board Member | Zak Vreeland |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Ora Lerman Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.