James K Oppenheim Family Foundation

ANDOVER, MA EIN: 04-6557011

James K Oppenheim Family Foundation is a private foundation, based in ANDOVER, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $159K in total assets. In 2025, it awarded 1 grants totaling $19K. Net investment income was $18K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$159K

-0.7% YoY

Annual Giving

$19K

-17.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$19K

-17.0% YoY

Under IRS private-foundation payout rules, James K Oppenheim Family Foundation reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.

About James K Oppenheim Family Foundation

Based on IRS filings

James K Oppenheim Family Foundation is a private foundation, based in ANDOVER, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $159K in total assets. In 2025, it awarded 1 grants totaling $19K. Net investment income was $18K.

Ready to take the next step with James K Oppenheim Family Foundation?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Andover

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$21K$31K$41K20212022202320242025
Metric202520242023
Total Assets$158,685$159,784$145,969
Revenue$20,846$37,697$18,631
Expenses$21,945$23,882$19,352
Qualifying Distributions$18,825$22,675$17,300
Net Investment Income$17,726$32,995$14,347
Distributable Amount$19,690$17,534$16,539

Giving Over Time

Total grant dollars and number of grants per year

$0$6K$11K$17K$23K1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

37 DONATIONS AVERAGING 5…$19K

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include 37 Donations Averaging 509 Each (see Attached Detail Pdf) ($18,825).

RecipientPurposeAmount
37 DONATIONS AVERAGING 509 EACH (SEE ATTACHED DETAIL PDF) ANDOVER, MATO PROVIDE VARIOUS CHARITABLE ORGANIZATIONS WITH FUNDING TO FIGHT HUNGER, PROMOTE EDUCATION, FURTHER MEDICAL RESEARCH, ETC.$18,825

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
JAMES K OPPENHEIMTRUSTEE1
KAREN OPPENHEIMTRUSTEE1
KENNETH OPPENHEIMTRUSTEE1
ROBERT OPPENHEIMTRUSTEE1
JILL OPPENHEIMTRUSTEE1

Frequently Asked Questions

How large is James K Oppenheim Family Foundation?

As of 2025, James K Oppenheim Family Foundation holds $159K in total assets with $21K in annual revenue. It awarded 1 grants totaling $19K in 2025.

Where does James K Oppenheim Family Foundation operate?

James K Oppenheim Family Foundation has awarded grants in Massachusetts.

What size grants does James K Oppenheim Family Foundation award?

In 2025, James K Oppenheim Family Foundation awarded 1 grants totaling $19K — an average of about $19K per grant, based on its IRS Form 990 filings.

How much is James K Oppenheim Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, James K Oppenheim Family Foundation reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is James K Oppenheim Family Foundation's EIN?

James K Oppenheim Family Foundation's EIN (Employer Identification Number) is 04-6557011. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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