Oberfeld Charitable Foundation Inc

BEVERLY HILLS, CA EIN: 20-1161425

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$481K

-2.1% YoY

Annual Giving

$51K

-16.9% YoY

Grant Count

-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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $160K (61%)

New York $66K (25%)

Texas $35K (13%)

Pennsylvania $1K (0%)

Massachusetts $200 (0%)

States

California Massachusetts New York Pennsylvania Texas

Cities

AustinBeverly HillsCulver CityEncinoHuntington BeachLos AngelesNew YorkOrangePhiladelphiaResedaRoslyn HeightsSherman OaksWellesley HillsWestwood

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

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 include Friends of the Israel Defense Forces ($30,000), Sinai Temple ($11,555), La Philharmonic Association ($4,500).

Recipient	Purpose	Amount
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
ALZHEIMER'S DISEASE RESEARCH WELLESLEY HILLS, MA	MEDICAL RESEARCH	$200
CEDARS SINAI MEDICAL CENTER LOS ANGELES, CA	MEDICAL COM SVC/RESEARCH	$2,000
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
LA PHILHARMONIC ASSOCIATION LOS ANGELES, CA	MUSIC ENRICHMENT	$4,500
LOS ANGELES JEWISH SYMPHONY ENCINO, CA	SUPPORT EXISTING AND NEWLY-COMPOSED JEWISH MUSIC THROUGH THE PRESENTATION OF JEWISH MUSIC CONCERTS AND EDUCATIONAL PROGRAMS.	$250
MASORTI FOUNDATION FOR CONSERVATIVE LOS ANGELES, CA	RELIGIOUS/SOCIAL PGMS	$500
NATIONAL MULTIPLE SCLEROSIS SOCIETY NEW YORK, NY	RESEARCH	$500
SINAI TEMPLE LOS ANGELES, CA	RELIGIOUS/SOCIAL PGMS	$11,555

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BER OBERFELD	PRES, SCTY, TREASURER	6	—
RAQUEL OBERFELD	V PRES	6	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

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.