Oberfeld Charitable Foundation Inc
Oberfeld Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Beverly Hills, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $481K in total assets. In 2024, it awarded 12 grants totaling $51K. Net investment income was $36K.
Key facts about Oberfeld Charitable Foundation Inc
- EIN
- 20-1161425
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $51,205
- Grants made (2024)
- 12
- Average grant
- $4,267
- Median grant
- $500
- New grantees (estimate)
- 17% first-time grantees (2 of 12, 2024)
- Total assets
- $481,021
- Primary geography
- New York (61% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Oberfeld Charitable Foundation Inc funds
By grant dollars, the top recipient states for Oberfeld Charitable Foundation Inc's 12 itemized 2024 grants were New York (61%) and California (39%). The most frequent recipient cities were Los Angeles, CA (6 grants) and New York, NY (4 grants). None of its 12 grants with a stated purpose were described as general or operating support. Recurring purposes include "Religious/Social PGMS" (3 grants).
Is Oberfeld Charitable Foundation Inc open to new grantees?
17%
first-time grantees, 2024
In 2024, 2 of 12 grantees (17%) were first-time recipients. First grants averaged $350; repeat grants $5K. How we count
Medians: $350 first-time, $500 repeat.
- 83% of 2024 grantees were also funded in 2023. Method
- Giving grew 35% from 2021 to 2024. Method
- In 2024 it paid out 174% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Oberfeld Charitable Foundation Inc
- How to evaluate Oberfeld Charitable Foundation Inc as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$481K
-2.1% YoY
Annual Giving
$51K
-16.9% YoY
Grant Count
12
-20.0% YoY
Avg Grant Size
$4K
+3.9% YoY
Under IRS private-foundation payout rules, Oberfeld Charitable Foundation Inc reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.
About Oberfeld Charitable Foundation Inc
Based on IRS filings
Oberfeld Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Beverly Hills, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $481K in total assets. In 2024, it awarded 12 grants totaling $51K. Net investment income was $36K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 12 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $481,021 | $491,480 | $611,286 |
| Revenue | $38,001 | $-74,151 | $8,124 |
| Expenses | $54,570 | $68,436 | $74,786 |
| Qualifying Distributions | $52,754 | $64,919 | $72,955 |
| Net Investment Income | $36,185 | $18,416 | $19,558 |
| Distributable Amount | $30,277 | $26,432 | $28,189 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
72 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Friends of the Israel Defense Forces ($30,000), Sinai Temple ($11,555), La Philharmonic Association ($4,500).
| Recipient | Purpose | Amount |
|---|---|---|
| FRIENDS OF THE ISRAEL DEFENSE FORCES New York, NY | FRIENDS OF THE ISRAEL DEFENSE FORCES TRANSFORM THE LIVES OF THE YOUNG MEN AND WOMEN OF IDF THROUGH EMPOWERING EDUCATIONAL, FINANCIAL, WELL-BEING, AND CULTURAL INITIATIVES. | $30,000 |
| SINAI TEMPLE Los Angeles, CA | RELIGIOUS/SOCIAL PGMS | $11,555 |
| LA PHILHARMONIC ASSOCIATION Los Angeles, CA | MUSIC ENRICHMENT | $4,500 |
| CEDARS SINAI MEDICAL CENTER Los Angeles, CA | MEDICAL COM SVC/RESEARCH | $2,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM New York, NY | MDA IS ISRAEL'S NATIONAL EMERGENCY RESPONSE, BLOOD SERVICES, AND DISASTER RELIEF ORGANIZATION. IT IS NOT A GOVERNMENT AGENCY, THOUGH IT IS THE ONLY ORGANIZATION APPOINTED BY THE GOVERNMENT TO SERVE IN THIS ROLE. | $500 |
| UNION RESCUE MISSION Los Angeles, CA | UNION RESCUE MISSION EMBRACES PEOPLE WITH THE COMPASSION OF CHRIST. THIS IS ACHIEVED THROUGH PROVISION OF A COMPREHENSIVE PIPELINE OF LIFE TRANSFORMATION SERVICES INCLUDING: FOOD AND HOUSING, CASE MANAGEMENT, SUBSTANCE ABUSE PREVENTION COUNSELING, MENTAL HEALTH AND MEDICAL/DENTAL CARE, EDUCATION AND LEARNING ASSISTANCE, JOB TRAINING AND PLACEMENT PROGRAMS, LIFE SKILLS CLASSES, CHILDREN AND YOUTH PROGRAMS | $500 |
| MASORTI FOUNDATION FOR CONSERVATIVE Los Angeles, CA | RELIGIOUS/SOCIAL PGMS | $500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY New York, NY | RESEARCH | $500 |
| THE SALVATION ARMY Los Angeles, CA | CHARITABLE | $500 |
| LOS ANGELES JEWISH SYMPHONY Encino, CA | SUPPORT EXISTING AND NEWLY-COMPOSED JEWISH MUSIC THROUGH THE PRESENTATION OF JEWISH MUSIC CONCERTS AND EDUCATIONAL PROGRAMS. | $250 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Ber Oberfeld | Pres, Scty, Treasurer | 6 | — |
| Raquel Oberfeld | V Pres | 6 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Oberfeld Charitable Foundation Inc?
Oberfeld Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Beverly Hills, CA. It holds $481K in total assets as of 2024.
How large is Oberfeld Charitable Foundation Inc?
As of 2024, Oberfeld Charitable Foundation Inc holds $481K in total assets with $38K in annual revenue. It awarded 12 grants totaling $51K in 2024.
Where does Oberfeld Charitable Foundation Inc operate?
Oberfeld Charitable Foundation Inc has awarded grants in California, Massachusetts, New York, Pennsylvania, Texas.
What size grants does Oberfeld Charitable Foundation Inc award?
In 2024, Oberfeld Charitable Foundation Inc awarded 12 grants totaling $51K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Oberfeld Charitable Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Oberfeld Charitable Foundation Inc reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Oberfeld Charitable Foundation Inc's EIN?
Oberfeld Charitable Foundation Inc's EIN (Employer Identification Number) is 20-1161425. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.