Oppenheimer Family Foundation
- Assets
- $267.7k
- Revenue
- $226.4k
- Investments
- $224.5k
- Employees
- 0
- Location
- Ojai, CA
- Founding
- 03/1955
- Data as of
- 12/2023
- EIN
- 36-6054015
Organization Overview
Oppenheimer Family Foundation is located in Ojai, CA. The organization was established in 1955. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Oppenheimer Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Oppenheimer Family Foundation generated $226.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (21.6%) each year. All expenses for the organization totaled $298.8k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (19.8%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Oppenheimer Family Foundation has awarded 78 individual grants totaling $1,832,400. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Edward H Oppenheimer President | 2 | $0 | |
James Oppenheimer Vice-President | 2 | $1,500 | |
Harry J Oppenheimer Vice-President | 5 | $3,000 | |
William J Garmisa Secretary | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $2,400 |
| Interest on Savings | $0 |
| Dividends & Interest | $36,023 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $187,995 |
| Capital Gain Net Income | $187,995 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $226,418 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $4,500 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $10,306 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $120 |
| Total operating and administrative expenses | $36,308 |
| Contributions, gifts, grants paid | $262,500 |
| Total expenses and disbursements | $298,808 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $12,342 |
| Savings and temporary cash investments | $30,768 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $267,652 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Oppenheimer Family Foundation has awarded $262,500 in support to 23 organizations.
| Grant Recipient | Amount |
|---|---|
GREATER CHICAGO FOOD DEPOSITORY PURPOSE: GENERAL CHARITABLE | $1,000 |
LAKE FOREST COLLEGE PURPOSE: GENERAL CHARITABLE | $100,000 |
HYDE PARK JAZZ FESTIVAL PURPOSE: GENERAL CHARITABLE | $5,000 |
MERIT SCHOOL OF MUSIC PURPOSE: GENERAL CHARITABLE | $5,000 |
MISCELLANEOUS AVAILABLE UPON REQUEST PURPOSE: GENERAL CHARITABLE | $48,100 |
OJAI MUSIC FESTIVAL PURPOSE: GENERAL CHARITABLE | $4,000 |